Citrini (@Citrini7) unfollowed @OceanRoadCap on Sep 20, 2024

@TimTheMM you should hedge your vol exposure by liking all my tweets

high correlation here https://t.co/nmb63crwTZ

The BoJ is boring again. Nature is healing, macro is dead.

RT @stevehouf: Quite the call from @Citrini7 last month. 🍓 https://t.co/I5XNJ6BWqr

RT @Citrini7: everyone talking about powell getting bullied by the market seems to have forgotten the time the 16th largest bank in america…

If I die of laughter write something nice on my tombstone

Timiraos out here highlighting macro cope is for sure a top 10 moment of the cycle.

RT @BeenThereCap: There is a special satisfaction that comes from thinking a stock market move is very dumb/wrong - such as yesterday after…

https://t.co/RtmIEy6bBQ

https://t.co/dnPFZsxBf9

I seriously would have had an aneurysm if you fucking idiots kept selling equities so this is good.

lmao https://t.co/wqeAk6VrnS

RT @Citrini7: I removed the paywall on our macro memo from earlier this month, which laid out our view on why the Fed would cut 50bps at th…

RT @CompactPOV: @Citrini7 You’ve been goated for me since you called the $SVB collapse 5 months before it happened

I’ve been here for a while. I have a high tolerance for it. But even I have limits and the sheer volume of absolutely inane (or worse arrogantly confident yet clueless) takes on twitter tonight is too much for even me. See you at the next uno reverse card.

RT @MadsCapital: jpow https://t.co/pfLyIsRBTG

timestamp me https://t.co/wqxxvkuZRe

Ressurect the short bonds long equities trade from the depths of hell

I removed the paywall on our macro memo from earlier this month, which laid out our view on why the Fed would cut 50bps at this meeting and why it will work. Read here: https://t.co/lzU1wsSoAG

Think people are going to be very surprised how effective that cut is at stopping any negative momentum in unemployment and jolting biz optimism. The lag of monetary policy will not be as long and variable on the downside as it was on the upside.

It was a bold call in July to say the Fed would cut 50 but it played out, so while I’ve got that going for me I’m gonna make another bold call… That’s the last 50bps cut for the next year.

obligatory “called it” https://t.co/sbqM45LmIC

“oh boy i can’t wait to find out the decision on how much money costs” listen to yourselves. go touch grass.

https://t.co/JYzL3Q9ZN3

been spending some time trying to think of the funniest outcome and i think it’s 25 but stocks still go up

What’s the best pitch you’ve heard in any sector last 3 months

babe wake up new nicky T tweet just dropped

everyone talking about powell getting bullied by the market seems to have forgotten the time the 16th largest bank in america failed and he still hiked 25bps a week later if he cuts 50 it’s because he thinks it’s a good idea not because you losers convinced him with STIR futures

this just in from GS: not having a recession is…good for stocks?! https://t.co/JS9VbHeRf6