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Markets & Mayhem Profile picture
@Mayhem4Markets
May 3, 2021 • 6 tweets • 2 min read • Read on X
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In a continuation with my correlation with credit series .. 🧑‍💼

$HYB (junk bonds) vs $QQQ (NASDAQ 100) 🤔

Interesting to note that risk appetite remained relatively strong for both $HYG and $QQQ, while it was noticeably diminished for $LQD, $TLT, $IWO, and many growth stocks. 🧐 Image
$HYG vs $SPY Image
$JNK vs $EEM Image
$BSV vs $FXI Image
$IEF vs $GOLD Image
$HYG vs $ARKK Image

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More from @Mayhem4Markets

Markets & Mayhem Profile picture
May 19
Oh my. That's a bit spicy. Sabotage is one of the key themes of US and Israeli intelligence services. 🤔
Sabotage of all kinds has been a common theme against Iran in the past. Whether this time is part of that trend remains to be seen, but it's always interesting to look back. Image
Another example was Stuxnet, a sophisticated piece of malware that targeted Iran's nuclear capabilities Image
Read 10 tweets
Markets & Mayhem Profile picture
Apr 24
That $META earnings call was an absolute disaster. Zuck tried to convince his investors that AI is the future, when there's no real clear path to how it makes profit.

Then he tried to tie it into the metaverse.

At that point I bet a lot of people got PTSD, because the selling accelerated further...
The company plans to keep aggressively spending on their AI initiatives. I think Zuck said AI about 100 times without really articulating a vision as to how this converts to higher revenue and earnings.

But he did make it clear that the costs would be much higher than expected..
A lot of people probably remember similar talk regarding the metaverse.

At the time it was the future, it was an area of aggressive spend, but nobody could explain how all this spending would provide a return on the investment.

I think that scared people listening to the call.
Read 4 tweets
Markets & Mayhem Profile picture
Mar 21
Recovering from failure quickly is the most important part of finding your path to success.

Bounce back, hard. Don't let self-doubt consume you.

Instead, focus forward and carve your path.
I've always been a self-starter. One thing I learned early on is that resilience leads to growth. Both within and for our endeavors.

That temptation to give up when the odds are against us is an evolutionary impulse to avoid risk.

That impulse doesn't work in modern society.
The reality is that the biggest risk in life is not taking any risk at all.

Which is why when we're faced with adversity, we have to rise to the occasion.

Shrinking away ensures failure.
Read 6 tweets
Markets & Mayhem Profile picture
Dec 21, 2023
Oh boy, managed money is REALLY long US equities now. With the highest exposure since July, per NAAIM data.

Extremes in NAAIM positioning have often been decent opportunities to fade over the intermediate term (not the next 5 minutes).

I wonder, will this time be any different?Image
@TraderadeTweets It looks like a lot of hedges and short positions must have been removed as the bearish responses went from -200 (leveraged short) to 1 (flat-ish exposure). Image
@TraderadeTweets That jives well with skew data, which shows the put-to-call premium on $SPX fell rather appreciably over the last couple of days.

Which tells us there's, overall, less demand for puts vs calls.

In fact, 3M ATM $SPX puts are about the cheapest they've ever been.

Hedging time? Image
Read 9 tweets
Markets & Mayhem Profile picture
Sep 8, 2023
"But CoreWeave came out of nowhere"

They were aggressively buying Nvidia A40 GPUs in ... August of 2021 Image
"But CoreWeave must be a scam because they grew so fast"

Ever consider perhaps that they were doing something right?

The acquisition of Conductor Technologies enabled them to scale quickly into visual effects offerings, a sizable area of cloud GPU usage. Image
"But CoreWeave doesn't even have an office"

I suppose opening another new data center, to be operational by the end of this year, doesn't count either? Image
Read 7 tweets
Markets & Mayhem Profile picture
Jun 1, 2023
Wow! US ADP employment report came in at 278k vs forecast 170k. The prior reading was 296K. No weakness in the labor market to be seen here. twitter.com/i/web/status/1…
Small and medium-sized businesses were hiring as large businesses were firing Image
Within goods, natural resources, mining, and construction expanded while we saw contraction in manufacturing jobs Image
Read 4 tweets

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