On the record
last 90 days · 8 positionsbonds +1.0 · 1equities -1.0 · 1AI -1.0 · 1silver -1.0 · 1gold -1.0 · 1GDP -2.0 · 1QQQ -2.0 · 1US -2.0 · 1
Latest positions
- ʎꞱʎllǝuuop ʇuǝɹqSharply worsening on US Expects the US economy to wobble if financial conditions around AI capex deteriorate, since it rests on a single AI-driven story. “If the financial vibes wobble, the real economy side is going to wobble too.” Open the post You can see that the market is moving towards a … · 14 Oct
- ʎꞱʎllǝuuop ʇuǝɹqSharply falling on GDP Expects GDP to weaken if AI capex sentiment and financial conditions wobble, as AI capex is nearly the whole story for GDP. “AI capex just about the entire story for the stock market and for GDP. If the financial vibes wobble, the real economy side is going to wobble too.” Open the post You can see that the market is moving towards a … · 14 Oct
- ʎꞱʎllǝuuop ʇuǝɹqHigh risk on AI Sees AI capex fears and payoff questions as a growing risk that can drive selling in AI favorites and spill into the real economy. “AI capex fears / memory glut / AI payoff questions lead to selling of the various favorites” Open the post You can see that the market is moving towards a … · 14 Oct
- ʎꞱʎllǝuuop ʇuǝɹqBullish on bonds Expects bonds to rally if the selling in AI favorites becomes large enough. “if that move becomes large enough, bonds start to rally” Open the post You can see that the market is moving towards a … · 14 Oct
- ʎꞱʎllǝuuop ʇuǝɹqStrongly bearish on QQQ Expects QQQ to fall from 754 to a target of 708.55, taking a short position. “Short QQQ 754 / stop 772.55 / target 708.55.” Open the post Not a permabear. Just a good setup. See link. B… · 7 Oct
- ʎꞱʎllǝuuop ʇuǝɹqBearish on equities Equities look heavy, which would pressure AUDUSD. “if equities stay heavy” Open the post Good morning .. Waiting for PPI but the real sto… · 10 Sept
- ʎꞱʎllǝuuop ʇuǝɹqBearish on gold Gold doesn't trade great here. “gold and silver don't trade great” Open the post Good morning .. Waiting for PPI but the real sto… · 10 Sept
- ʎꞱʎllǝuuop ʇuǝɹqBearish on silver Silver doesn't trade great here. “gold and silver don't trade great” Open the post Good morning .. Waiting for PPI but the real sto… · 10 Sept
Their output
12 this weekWed 7Wed 7 · 4Thu 15
Stories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
Nobody in this window.
What they talk about
- AI 3 items
- Donald J. Trump 2 items
- @citrini 1 item
- AI CapEx spending 1 item
- memory glut 1 item
- Goldman Sachs Group, Inc. 1 item
- Magazine Cover Capital 1 item
- trading algorithm 1 item
See what your own voices say about ʎllǝuuop ʇuǝɹq, every morning.
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