haejin (89)in #tracker • 15 hours agoTrackerBDC redemptions tracker for Q2haejin (89)in #capitals • 15 hours agoCapitalsThe massive capital being spent on #DataCenter buildouts seems a hugely gross misallocation relative to the broader economy’s capital needs.haejin (89)in #arabica • 15 hours agoArabicaArabica coffee certified stocks fell by ~60k bags MoM to a total of 388.9k yesterday.haejin (89)in #cash • 15 hours agoCash Futureshaejin (89)in #progress • 15 hours agoProgressThis looks like solid progress Greg McCabe & the team cutting through the red tape on their S-1 offering to accreditedhaejin (89)in #momentum • 16 hours agoMomentum cheats3 Momentum ETFs Spanning Large Caps, Mid Caps & International Marketshaejin (89)in #leverage • 16 hours agoLeverage5 New RWA listings just hit Mode Trade Trade $CBRS, $WDC, $HOOD, $NBIS and $COIN with up to 10X leverage, 24/7haejin (89)in #retrace • 16 hours agoRetraceAs anticipated, price retraced to the 20SMA and got rejected. Repeatedly.haejin (89)in #iv • 16 hours agoIVIV is currently at 96% vs realised vol of 74%. That gap is acting as a fear premium.haejin (89)in #quarterly • 16 hours agoQuarterlyQuarter-end (6/30-7/1) is 3.77%/3.74% and last traded at 3.76%.haejin (89)in #bridge • 16 hours agoBridgeJust before gold launched into a huge bull market, it hit the oversold levels we now see in the gold market.haejin (89)in #hedges • yesterdayHedgiesThe hedge funds running the convert arbitrage hedge strategyhaejin (89)in #em • yesterdayEM DurationEM duration has had a great time since mid-May, riding on the hawkish Fed/U.S. Treasuries’ coattailshaejin (89)in #oil • yesterdayOil CollapseAs oil collapses and everyone thinks the danger is over, the systemic stress in the system has migrated to USDJPYhaejin (89)in #crude • yesterdayCrudeCrude is being rude to the longs!!haejin (89)in #tokenized • yesterdayTokenizedTokenized credit has become one of the fastest growing RWA classes this yearhaejin (89)in #k • yesterdayK ChartThis is what a K chart looks like…who’s on top?haejin (89)in #support • yesterdaySupportsSupport test for software at (1)! Might be important it holds, as the next support is around 10% lower.haejin (89)in #margin • yesterdayMargin DebtSimple but clear warning indicator flashing right now, explained:haejin (89)in #tax • yesterdayTaxA clear tax framework replaces ambiguous guidance with the statutory certainty the industry needs.
