Luke Kawa

one way to tell something is not very important to Jamie Dimon is that he's asking the government to do it

Last day we did this was literally the day after the market bottomed in November

Is the geopolitical markets rule of thumb “any geopolitical shock is always and everywhere the worst for Europe”?

you hoping for an update or a downdate?

Most telling thing about this episode so far is complete inability of duration to hold anything resembling a bid.

When will I stop this bit?

Never. Or when $OKLO has sales.

The start of a kinetic conflict in the Middle East is seemingly the latest ̶r̶e̶a̶s̶o̶n̶ excuse for investors to flee speculative AI and other thematic pockets of the market:
sherwood.news/markets/spec...

tyty i've assumed this season is spoiled like crazy, have been like neo dodging out here

thanks to @thewinnersedit.bsky.social i now know this exists, amazing: survivordle.com

Post by @survivor-edgic-watching-for · 1 image 💬 0  🔁 0  ❤️ 0 · Legends Row · If that Survivor 50 opening montage didn’t want to make you run through a wall — while crying — then you probably have less emotional breadth than Brian Heidik. What…

#Survivor Season 50 Episode 1 edgic-ing here

www.tumblr.com/survivor-edg...

Tiff Macklem your office called and wants to know what you think of FX this fine Sunday.

it’s a thing that literally happened

*NETFLIX INC: PSKY PAID $2,800,000,000 TERMINATION FEE

(this is AI tbc)

What a world

a man in a suit and tie is talking to another man in an elevator and says `` not great , bob '' . ALT: a man in a suit and tie is talking to another man in an elevator and says `` not great , bob '' .

AI credit risk is back on the menu

sherwood.news/markets/the-...

digital god demands tithes

a close up of a man 's face with the words " i could " below him ALT: a close up of a man 's face with the words " i could " below him

You know who would have made a killing in prediction markets?

Pretty remarkable that the “we’re raising half the money via equity” improvement in Oracle’s 5Y CDS completely reversed (and then some) so quickly

(currently at 165.54, a new high; chart data is delayed)

(i’m probably just loosely describing degrossing)

Seems like market simultaneously doesn’t want to fund software because of AI disruption threat and doesn’t want to fund AI bc of lack of FCF.

no this is good

(down, ridiculous momo break kinda thing, exaggerating for effect)

What are the odds South Korea memory has its “silver” moment tonight?

based on the reasons i’m interested in them, you probably shouldn’t be

A four-act play:

-Co-founder touts earnings as a potential catalyst for a short squeeze

-company had already released preliminary results

-company releases actual results, in line

-stock slumps

$FIGR
sherwood.news/markets/figu...

<bit niche>

Is Claude the first entity with a classically French name to cause bizarre stock market volatility that didn’t attend École Polytechnique?

oh hell yeah

Look at the last part of the chart (green box/arrow). It's the same chart as IGV Or even the BDCs.

Sorta makes sense

So in sum, to add to my previous statement:

Not only is the stock market the economy, but it is also the bond market.