Discover and read the best of Twitter Threads about #hedgefunds

Most recents (16)

1/ Many multinational corporations (MNCs) such as @Apple, @Starbucks, @amazon, @Walmart, and @Uber are now collecting funds from their large customer bases through digital payment options, much like a bank.
@Apple @Starbucks @amazon @Walmart @Uber 2/ However, unlike traditional banks, these companies often have limited regulations and offer little to no interest payments on the funds they hold. This means that users' money may not be working as hard as it could be.
@Apple @Starbucks @amazon @Walmart @Uber 3/ To optimize their returns and diversify their portfolio, investors can turn to alternative investment options like Photons Hedge, a hedge fund investment firm that specializes in digital asset management in #crypto.
Read 10 tweets
1/ - @Uniswap's iOS wallet is back on the iOS AppStore! @PhotonsHedge investors can now use UniSwap's mobile wallet to trade and track their digital assets on the go.

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@Uniswap 2/ - @Uniswap's iOS wallet enables users to maintain full control of their assets, send and receive ERC20 tokens, and get notified when transactions complete. Users can seamlessly swap on Mainnet, @Polygon, @Arbitrium, and @optimismFND.
@Uniswap @Polygon @Arbitrium @optimismFND 3/ - At @PhotonsHedge, we highly recommend trying out @Uniswap's mobile wallet! It's safe and secure, open sourced, and developed by the most trusted team in DeFi. The project also has one of the best audit ratings around!
Read 10 tweets
1/ Meme coins like @pepecoineth have become a hot topic in the crypto world, but investors need to be aware of the potential dangers.

With suspicious whale activity and low liquidity, the risk of a pump-and-dump scenario is high.

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@pepecoineth 2/ The recent 900% rally in PEPE coin is impressive, but the fact that whales own 7% of the total supply is a red flag. If they decide to sell, the token's value could plummet, causing significant losses for investors.
@pepecoineth 3/ The lack of liquidity in PEPE coin further adds to the risk. The whales' holdings make up a significant portion of the total liquidity, which means that even a small sell-off could cause the token's value to plummet.
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1/ AI is already impacting the financial industry in a big way, and the same goes for hedge funds. It has the potential to provide insights that are not possible with human analysis, making it an essential tool for the hedge fund industry.

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2/ Hedge funds can use AI to identify patterns and make predictions that were not possible before. This is important in a market where every second counts, and a slight edge can make all the difference. #DataScience #MachineLearning #HedgeFunds @KirkDBorne
@KirkDBorne 3/ One of the ways Photons Hedge is leveraging AI is by using natural language processing to analyze news and social media sentiment. This helps the fund to understand how the market is reacting to news and events, enabling them to make better-informed trades. #SentimentAnalysis
Read 10 tweets
Una cronolog铆a del 2do colapso bancario m谩s grande en la historia de EEUU. Las redes est谩n a full con publicaciones sobre #SiliconValleyBank, y la historia es dif铆cil de seguir. Ac谩 un hilo 馃Уcon un poquito de research para intentar entender mejor c贸mo se lleg贸 a esta situaci贸n
El mi茅rcoles pasado, Silicon Valley Bank $SIVB ten铆a $212 billones en activos y una capitalizaci贸n de mercado de $16bn. 48 horas despu茅s, el banco quebr贸. 驴C脫MO SE LLEG脫 HASTA ESTA SITUACI脫N CR脥TICA?
La ra铆z del problema empez贸 en 2021 cuando las firmas, mayor铆a #startups respaldadas por #venturecapital, recaudaron $330bn (el doble que el a帽o anterior). Todo esto en un mundo en donde sobraba liquidez, con Fed fund rates de 0,25 %, T-Bonds a 10 a帽os al 1% e inflaci贸n de 1,4%
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驴C贸mo termin贸 el portafolio de los principales Hedge Fund en Q3?

馃憠 Vamos con un nuevo 馃У de los SEC Form 13F actualizados al 30 de septiembre 2022 @HyenukChu @AndrehernndzSTA

#EducacionFinanciera #trading #hedgefunds Image
2/n
Warren Buffett 鈥 Berkshire Hathaway TOP 5

1鈨 $AAPL 41.76%
2鈨 $BAC 10.30%
3鈨 $CVX 8.02%
4鈨 $KO 7.57%
5鈨 $AXP 6.91%
...
馃敓 $TSM 1.39% 馃憖馃搳

馃煝 TOP Compras $TSM $OXY $PARA $LPX $CVX
馃敶 TOP Ventas $USB $BK $ATVI $STOR $GM $KR ImageImage
3/n
Charlie Munger 鈥 Daily Journal Corporation TOP 5

1鈨 $BAC 42.49%
2鈨 $WFC 39.16%
3鈨 $BABA 14.68%
4鈨 $USB 3.45%
5鈨 $PKX 0.22%

馃憠 Sin cambios el 煤ltimo trimestre ImageImage
Read 12 tweets
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Vamos con un resumen de los 13F presentados por los Hedge Funds en el 煤ltimo trimestre

驴C贸mo termin贸 su portafolio? Momento de un nuevo 馃У @HyenukChu @AndrehernndzSTA

#EducacionFinanciera #trading #hedgefunds
2/n
Warren Buffett 鈥 Berkshire Hathaway TOP 5

1鈨 $AAPL 40.76% (+0.44%)
2鈨 $BAC 10.48%
3鈨 $KO 8.38%
4鈨 $CVX 7.79% (+1.42%)
5鈨 $AXP 7.00%

馃煝 TOP Compras $ALLY $OXY $CE $PARA $ATVI $AAPL
馃敶 TOP Ventas $VZ $RPRX $STOR $GM
3/n
Charlie Munger 鈥 Daily Journal Corporation TOP 5

1鈨 $BAC 40.93%
2鈨 $WFC 35.64%
3鈨 $BABA 19.50%
4鈨 $USB 3.68%
5鈨 $PKX 0.25%

Sin cambios este trimestre
Read 11 tweets
馃毃 Check out this @TwitterSpaces on credit insights hosted by @profplum99 (Mike Green) with @Volatilysmile
馃憞馃徑

Esp timely with iTraxx hitting 2 day tightening next to Covid levels when Fed started Corporate Asset purchase peogram.

#credit #swaps #bonds #defaults #CDS
馃敟 iTraxx ramp

Real possibility of idiosyncratic risk for specific cos exposed to specific factors 馃憞

#credit #swaps #bonds #defaults #CDS #leveredloans #hedgefunds #pods #creditfunds
I received bunch of DMs about iTraxx.

For understanding the same, please check out this link:

ihsmarkit.com/products/marki鈥

iTraxx indices are a family of European, Asian and emerging market tradable credit default swap indices.

#credit #swaps #bonds #defaults #CDS #leveredloans
Read 8 tweets
I have been in crypto since 2018 and I will list what's wrong with #crypto in #macro sense and how to fix them in this thread to start a decent, honest conversation. I wish to offend none. Here I go!
#1 Crypto is a hedge against #wallstreet #china - false. If #FED or #Xi tinkers with their toys, #crypto hurts bad! Crypto is massively dependent on #Hedgefunds and Wall Street & Chinese actions. So this is a fail for crypto's primary object -- freedom!
#2 BTC is controlled by big money and $USDT - as long as BTC maxis are in charge and $USDT is the safe refuge, crypto is broken! Crypto fails the second objective -- decentralization from monopolistic actions.
Read 6 tweets
鈥淭aking Back Control!鈥
So what was that all about?
A few tycoons and Old Etonians getting more control over the rest of us?
Hedge funders escaping higher EU taxes?
Foreign corporations given the freedom to asset-strip the UK?

Let鈥檚 take a look.

1/-
#Brexit
#TakeBackControl
04 MAR 2019
Now the UK is flying solo, its companies have low valuations, becoming rich pickings for foreign owned vulture funds.
鈥淔or the average firm, Brexit is associated with a value loss of 16.4 per cent against a hypothetical no-Brexit scenario.鈥

blogs.lse.ac.uk/brexit/2019/03鈥
2/
08 OCT 2019
UK companies are weighed down by additional red-tape which makes it difficult to compete unless they move to an EU base.

accountex.co.uk/insight/2019/1鈥

3/-
#Brexit
#RedTape
#LosingControl
Read 43 tweets
Vamos a recapitular el terremoto que ha sacudido Wall Street esta semana: el fen贸meno #GameStop y la batalla de los inversores minoristas de Reddit contra el Goliat de los grandes fondos de inversi贸n bajistas
Lo estamos siguiendo en @EFEnoticias @EFEUSA
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1鈨l lunes se dispara GameStop. Son los foreros de #WallStreetBets, en Reddit, que compran fren茅ticamente acciones de esta tienda de videojuegos en las 煤ltimas para trolear a los fondos de inversi贸n que apostaban por la ca铆da de su valor
efe.com/efe/america/ec鈥
2鈨a fulgurante subida de GameStop, que comenz贸 el a帽o en apenas 17 d贸lares y en ese momento llega a los 160, obliga a la Bolsa de Nueva York a paralizar su cotizaci贸n -una herramienta para hacer frente a la volatilidad- hasta nueve veces durante la jornada
Read 14 tweets
Volatility continues with $gme and $amc in the popular uprising against #hedgefunds that shorted these #stonks. Both Game Stop & AMC plummeted after some retail traders were locked out.
Best explanation I鈥檝e seen. Author unknown.
I don''t have hard numbers, which is why I used the word some. It appears to be almost all retail investors, depending on platform. Allowing large funds to sell off at a high price while smaller investors are completely locked out will only make the disparities worse.
Read 7 tweets
Where are you in your IBOR Transition plans?

Our latest piece to help Fund Managers familiarize themselves with the transition away from IBOR and ISDA鈥檚 Fallbacks Protocol.

hedgelegal.com/isda-ibor-fall鈥
Key Highlights:

1. The financial world is moving on from IBOR - expected end date is end of 2021.

2. ISDA has announced its market-wide approach to the transition, which will be implemented via the (1) ISDA Fallbacks Supplement and (2) ISDA Fallbacks Protocol.
3. The ISDA Fallbacks Supplement applies and covers all transactions entered into after January 25th, 2021 that reference the 2006 ISDA Definitions.

4. The ISDA Fallbacks Protocol, effective January 25th, 2021 is a means for users of derivatives to amend agreements across all...
Read 5 tweets
You man the guys who led us over the cliff in 2008 and who helped set us up to be uniquely vulnerable to the outbreak this time around, in cahoots with idiots at the #centralbanks and finance ministries of the world? 1/2

#RishiSunak #banks #hedgefunds #coronavirus
How about asking people who run and own actual productive businesses - #entrepreneurs and the like: people who spend their lives organizing scarce resources as efficiently as possible in the face of chronic uncertainty and at high personal risk? 2/x

#coronavirus #exitstrategy
*_"mean"
Read 3 tweets
Largely because (a) the injections functioned differently last time as it was primarily a financial seizure, not a real one; (c) the real assets which did deflate -RE- are the very ones which have since most risen in price (鈥渋nflated鈥); (d) intl division of labour then undamaged
Somewhat risible to say no fiscal response last time, even if this one is shaping up to dwarf it. That鈥檚 just #Keynesian dinosaurs trying to say only their Master鈥檚 nostrums can work.
Worry is, we redo the 30s: lacklustre growth as too big a Boondoggle state exploiting its edge.
The state runs only the softest of soft budgets, is the most wasteful, least productive, most monolithic, least innovative of spenders. Backed up by a compliant #centralbank -monetary 鈥榓uthority鈥 is now a joke!- that implies lots of (misdirected) demand for not much extra supply
Read 7 tweets
Vote for #Farage and get this. This man is Crispin Odey. He bankrolled #VoteLeave and made 220m when leave won by shorting the pound. Farage helped the markets to fluctuate when he 'conceded' the referendum early. You are being used to fill their pockets. #BrexitParty #EUElection
Odey also has links to Rees-Mogg. He helped Jacob set up his hedge fund, and also helped towards his election costs. They are all in this together, they pretend to care about the working-class, but in truth they are exploiting us to make more money. ft.com/content/a42110鈥
Thank you to everyone that has RT this so far, please keep sharing it, it may help some people change their minds about the #EUElections2019

channel4.com/press/news/bre鈥
Read 22 tweets

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