Luke Kawa

Pezzetta I love you. Put a letter on this guy.

HOW DO YOU NOT RESPOND TO THAT EITHER JESUS GET A HEARTBEAT

A top four team?

i am very verklempt.

Pezzetta is our only hope

Take a run at Cutter. Do something dirty. Get down in the gutter.

SEND RADKO GUDAS TO THE HAGUE IMMEDIATELY

I also want to be nicknamed after a Nickelback song, I would just like it to be “Rockstar”

also i’m going to say this is hitherto unseen levels of “my girlfriend in Canada”-ing

This is living advice:

If you find yourself in a situation where you are consulting Polymarket whether or not to sleep near the bomb shelter, just sleep near the fucking bomb shelter.

Or if possible, very, very, very far from the bomb shelter.
www.bloomberg.com/opinion/news...

guess my question here would be: why? espec when curve shape is p dramatic...

Apollo's Private Credit Logic Is a Lot Like Goldman Back in 2008, executives at Goldman Sachs Group Inc. were zealots for valuing their assets at exactly the prices where they could be sold. Critics said this fervor for fair value inflamed the financia...

Back in 2008, Goldman Sachs were zealots for valuing assets at market prices. Apollo and JPMorgan are now pushing this view into private credit. One sure outcome is that the strongest benefit most from this approach. @opinion.bloomberg.com >> www.bloomberg.com/opinion/arti...

Prediction markets think WTI futures haven’t peaked yet

Market-implied odds of maximum price of front-month contracts this year sherwood.news/markets/oil-...

ofc this is Citadel SECURITIES rubner, please don’t hit me with a laser beam market overlords

JPMorgan warns on the first “persistent signs of weakness” from retail traders in 2026 It takes a lot to shake the resolve of retail traders. War and oil price spikes might just be enough....

About a week ago, Citadel’s Scott Rubner called retail the “strongest hand in the entire market”

Now, JPMorgan is warning on the first “persistent signs of weakness” from retail traders in 2026 sherwood.news/markets/jpmo...

thoughts on the appropriateness of my diction is of no great import to this particular writer

(no it is not how people talk but it is how i write/talk)

You spelled “up and coming source of potential asymmetric returns” wrong

I, too, plan to write more fiction going forward:

Apollo Plans to Value Private Credit Daily in Answer to Critics (BBG)

i’m sorry i had to

i’ve said it before i’ll say it again, this has been an incredibly interesting nearly half a year of going absolutely nowhere

This is your “why VIX isn’t 35” chart

Since US-Israeli attacks on Iran:

$MAGS +1.6%
$RSP -3.9%

@carlquintanilla.bsky.social really is a national treasure

Jim Cramer suggests on CNBC that Trump could “bomb Tehran into the Stone Age” until Iran reopens the strait, citing U.S. bombings of North Vietnam in the 1970s. Carl Quintanilla points out to him that Hanoi won that war.

$2 billion here, $2 billion there, pretty soon we’re talking about real money

I was wondering why the hell Nvidia would even bother exiting WeRide, Recursion, and Applied Digital given the insane cash flows but it seems combo of a) OpenAI b) ability to splash around a $2B investment and partnership every 2 weeks would explain it

oprah winfrey is wearing a red dress and holding a microphone in her hand . ALT: oprah winfrey is wearing a red dress and holding a microphone in her hand .

Jensen Huang doing his best Oprah impression lately:

and YOU get $2 billion and YOU get $2 billion and YOU get $2 billion...

First $CRWV, then $LITE & $COHR, now $NBIS

sherwood.news/markets/nebi...

initial conditions rule everything around me

One thing I’ll mention about this report is it’s one that could’ve gotten a down arrow if traders really wanted to (and still can, I guess)

Gross margin weakness and higher than expected capex continuing. That’s basically what sunk the thing last time...

Oracle management be normal challenge impossible