Pinned
If you want to understand how these markets and derivatives work, the primers are all here. Free to read.
alphapicks.co.uk/s/primers
AP Research
13.7K posts
AP Research
@AlphaPicks
Global macro and cross-asset thematics. Professionally overexposed to caffeine, apértifs, and terminals.
- bessent: - wake up - espresso shot - 13th on bloomberg quiz - bailout argentina
DoorDash and Klarna have signed a deal where customers can choose to pay for food deliveries in interest-free installments or deferred options aligned with payday schedules.- “Mommy, how did daddy get so rich?” “He ran a low-beta spread trade, printed 2%, then told people without an ISDA to stay in their lane.”
- "The Art of Stock Picking" is the best speech that Charlie Munger ever gave. He explains how an investor can beat the stock market. The 20-page transcript is a treasure trove and a must-read for all. Today, we're sharing the key points and the full speech:
- Replying to @alxfazioThis is the type of thing that happens if you don’t check Twitter for 48 hours.
- “That’s him. He’s the guy that was trying to do technical analysis on the VIX.”
- How I think the Bloomberg sales rep girl looks at me when I sign the contract for a $30k terminal
- New primer: STIR Trading Understanding SOFR mechanics and STIR trading, covering the overview and participants, derivative securities, and trading strategies employed across markets. Co-authored: @Dcpcooks Contributions: @BrianGierke @Interest_Rates
- Citrini is literally running drone recon and you’re not bullish on independent research?Seeing is believing - we just published a new piece detailing the massive scale and investment implications of the Stargate project. This is just one, xAI’s and Hyperion are even bigger. If any of you had any doubts - a year ago, most of this was dirt:
00:00 - There is more to come from this Camber Energy move. We believe it’s only getting started. $CEI alphapicks.co.uk/2021/09/13/the…
Can’t wait for Bill to spin this one 😂
