Citrini @Citrini7 Twitter profile

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Citrini

2 years

Never really got to explain my reasoning for my $SIVB short - but suffice it to say now if you marked their holdings to market their book value would be negative

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Last Seen Profiles

@Hijabbacol2883

@gah20468

@stw_pdg

@kareem613875468

@LANshadownet

@muahid_hafiz

@kareem613875468

@bokeplokalmalam

@VmaniakJ

@H0O05

@BrianTcity

@Tante_Binal69

@bts_hatake

@Tante_Binal69

@janda8688

@Eclipse_nocturn

@XFunkeda

@RyronGracie

@BinorRaja

@GenZix_LEO

@crot_ayo

@aliahtt

@flowerroad

@ccvverr

@adamznasik2

@TheAngrrybird

@BinorRaja

@bokeplokalmalam

@2nd_innovation

@crot_ayo

@zerojinx

@Eclipse_nocturn

@papmantan69_

@SdBijoy61455

Citrini

@Citrini7

3 months

when I saw this tweet I said “wow that might be the best tweet I’ve ever seen” and then the first leg of the parlay hit and now I’m certain it is

BuccoCapital Bloke

@buccocapital

3 months

“six way parlay. i want Biden step down on Sunday. i want Kamala at the convention. I want trump pennsylvania and arizona, kamala electoral, kamala popular. read it back to me”

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Citrini

@Citrini7

3 months

We didn’t make money, but at least we lost money.

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Citrini

@Citrini7

1 year

@tolstoybb ok but let’s lay this out right, im a paramedic and I get a call: “you have to go to the scene of an airplane crash, a pilot ejected from the plane” there’s a big difference between showing up to the scene prepared for this guy (who seems like he probably just needed transport)

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Citrini

@Citrini7

4 months

BREAKING: NVDA CEO SHIFTS FOCUS TO MOTHERBOARDS

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Citrini

@Citrini7

9 months

This is actually pretty sad. A manager who’s been around for 3 decades, made a series of bad calls and went on tilt for a month and is now out. “I have lost all confidence as a trader”…. This is what we all live in constant fear of. It only takes one bad month. One wrongly

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Citrini

@Citrini7

10 months

I watched this again and I’m 80% sure it’s going to be in a documentary ten years from now about a massive financial crisis

Overheard on Wall Street

@OHWallStreet

10 months

Blackstone’s 2023 Holiday Video

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Citrini

@Citrini7

1 year

Was Jesus a low interest rate phenomenon?

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Citrini

@Citrini7

11 months

@Alfred_Lin imagine if it was someone’s job in the process of investing in a company to determine whether or not the company was deliberately misleading and lying to their investors what would you even call something like that lol

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Citrini

@Citrini7

4 months

Been going through it recently - my mom (who raised me by herself) had some health issues. Finally found a doctor that was exceptionally competent who went through everything and got excellent news that she doesn’t have cancer. Pretty good day.

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Citrini

@Citrini7

8 months

I have had serious ups and downs in trading. Just to name a few of the downs: -Took relatively consistent hits to performance as volatility didn’t perform to my expectations during Q1 22 -Have had more inappropriately sized short dated option plays expire worthless on me than I

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Citrini

@Citrini7

10 months

Can we just appreciate the possibility that someone got absolutely crushed on their shorts yesterday then showed up to take the train to work from jersey and their train was delayed because there is literally a bull running loose on the tracks?

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Citrini

@Citrini7

21 days

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

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Citrini

@Citrini7

2 years

@alex_gurevich @FatTailCapital @Apple Sorry your small business relies on insanely invasive measures to be profitable. Maybe provide a service that doesn’t have to gain access to our browsing habits across applications to turn a profit.

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Citrini

@Citrini7

6 months

there are basically two people you meet who are really successful traders ime: 1) near-sociopathic lack of emotion, completely detached 2) preexisting bipolar disorder or other unhingedness and therefore accustomed to and unaffected by PnL variance driven mood swings

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Citrini

@Citrini7

2 years

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Citrini

@Citrini7

2 months

Me after touring 4 ridiculously priced NYC apartments;

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Citrini

@Citrini7

8 months

This is a pretty based chart from @fundstrat I am pretty sure it should be clear that Tom isn’t using this analog to suggest NVDA takes the same course as CSCO but rather that if you want to start comparing NVDA to CSCO in the dot com bubble…you better cover your fcking short.

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Citrini

@Citrini7

10 months

This is the first shitcoin I’ve ever bought and honestly this might be a crypto twitter account now

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Citrini

@Citrini7

19 days

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Citrini

@Citrini7

9 months

We have entered a regime change:

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Citrini

@Citrini7

5 months

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Citrini

@Citrini7

8 months

look at him that’s my quant my quantitative notice anything different about him?

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Citrini

@Citrini7

5 months

“added less jobs than expected this month, less people are making more money too” *champagne corks pop* *creed’s “higher” plays* *traders hug and cry tears of happiness* …does anyone actually wonder why normal people hate us or are we all pretty concrete on the reasoning?

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Citrini

@Citrini7

29 days

making a lot of money. far more than you need to live your ideal life. i see people with far more money than i have, more than I will ever probably make, still all-consumed by the relentless pursuit of more. romanticize “having enough and doing what makes you happy with it”

Farina Malik ⁱᴾⁱᵃⁿ

@duzany1care

30 days

What’s something people romanticize but it’s actually horrible?

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Citrini

@Citrini7

11 months

Remember what Soros said; a bubble gives you 3 great opportunities to make money: 1) buy in the beginning 2) short at the top 3) buy at the trough of disillusionment If you think something in the market is a bubble, you should be trying to take advantage of all three.

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Citrini

@Citrini7

8 months

･ *ﾟ　･ﾟ* ･｡ *･｡ *.｡｡･ °*. ﾟ bubbles last longer than you think they will. ｡｡･｡･ﾟ｡°*. ｡*･｡

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Citrini

@Citrini7

2 months

sometimes you get reminded of why you come back to this site

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Citrini

@Citrini7

2 months

I have a much better chart that refutes this point entirely

Porter Stansberry

@porterstansb

2 months

From today’s WSJ. If you don’t understand this chart, don’t have money in stocks. If you do understand this chart, why do you have money in stocks?

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Citrini

@Citrini7

9 months

I literally check every flight I take to make sure it’s not on a 737-MAX. I’ve canceled flights for this reason before and seeing this makes me feel less like a paranoid idiot.

Catless Cat Lady

@chipgoines

9 months

. @Boeing , tell us again that the 737-MAX is safe.

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Citrini

@Citrini7

20 days

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.

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Citrini

@Citrini7

11 months

Many of you suffer from “imposter syndrome”. This will help, I hope. I know how easy it is to think you don’t belong, or that everyone else knows what’s going on and you don’t. Let me tell you right now, if you are in finance, doing well & struggling with these imposter

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Citrini

@Citrini7

1 year

the masculine urge to say fuck it and put it all in off the run 29 year treasuries at 5% then leave forever

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Citrini

@Citrini7

11 months

guy selling Palestinian & Israeli flags near grand central is doing capitalism in its purest form imo

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Citrini

@Citrini7

4 months

What an absolute idiot. Holding that position through the livestream was 100% pure ego.

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Citrini

@Citrini7

1 year

If we are being perfectly frank, it’s a lonely position to take to defend the idea that a long will continue to outperform the market once it has already done so in a significant manner for an extended period of time. It’s much more sexy and fun to be controversial and

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Citrini

@Citrini7

2 months

Schrodinger’s soft landing

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Citrini

@Citrini7

2 months

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Citrini

@Citrini7

15 days

“if 500bn is not enough, then we can do another 500bn” that’s called direct action. don’t midcurve it.

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Citrini

@Citrini7

3 months

The best outcome for us right now is for investor opinion to rapidly oscillate between “certain recession” and “economic reacceleration” every other week for the next 3-6 months. That’s what the soft landing looks like, imo.

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Citrini

@Citrini7

1 year

Okay yeah I might short apple actually

Sharing Travel

@TripInChina

1 year

Huawei mobile phone stores and Apple mobile phone stores these days.😅😅😅 #mate

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Citrini

@Citrini7

2 months

Feels like if we don’t bounce here it’s really over tbh

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Citrini

@Citrini7

1 year

@SamanthaLaDuc @JerrBearr @thatgirltrader @GraphFinancials There is just a severe lack of understanding about the incentives here from most who wish to peddle this narrative. Those who are accusing Jensen of fraud should at least take the time to understand the business model. How would you like it if someone accused you of fraud without

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Citrini

@Citrini7

10 months

hearing rumors that a private credit pod was trying to arbitrage the treasury basis with a ladder attack in the forex repo market and is now blowing up after hitting the 0dte option maturity wall? anyone have color on this?

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Citrini

@Citrini7

9 months

I’m getting into long HSI/short NKY. I said my nice thing about the guy who blew up. Now I’m gonna finish the job he started.

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Citrini

@Citrini7

4 months

when I was a paramedic I’d get weekly, sometimes daily, reminders that we are all just bags of meat and blood who eventually die. this was extraordinarily helpful in learning to not take things too seriously. memento mori everyone.

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Citrini

@Citrini7

1 month

we will never solve the mystery of which companies these are and we just have to be ok with that. simply no way to ever know.

Darth Powell

@VladTheInflator

1 month

Let me guess, Nvidia owns the companies

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Citrini

@Citrini7

8 months

>2019 >try biscoff cookie >cookie tastes good >buy cookie stock >don’t sell cookie stock, cookies still taste good >outperform SPX by 180% guys are we maybe over complicating this whole investing thing??

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Citrini

@Citrini7

23 days

this is your brain on global macro

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Citrini

@Citrini7

8 months

Shorts have finite upside that can only be increased by, more or less, a martingale approach. Shorts get smaller as they work and become less important to your overall PnL. Longs will become more of your portfolio naturally as the position succeeds. The upside is theoretically

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Citrini

@Citrini7

1 year

“we’re gonna have a recession” is not a call. it’s a literal statement of fact. more or less it is how economies work. eventually we will have a recession. why? because we’ve had a recovery. I only point this out because, as someone who has been in the “we are not gonna have a

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Citrini

@Citrini7

7 months

Here are some specialists to follow if you’re a generalist investor in multiple asset classes/markets. i know I’ve said this before but if you want to be a generalist you’re gonna have a really bad time without the humility & self-awareness necessary to recognize sectors /

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Citrini

@Citrini7

6 months

Unlike everyone else on twitter I did not anticipate this move.

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Citrini

@Citrini7

8 months

Today’s 10 year anniversary of the most exhausting days of work in my life. 27 hour long shift: two gunshot wounds, an overdose victim who became violent and attacked me after we pushed Narcan & a pregnant woman in respiratory arrest we ended up intubating. Yesterday, I made

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Citrini

@Citrini7

3 months

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Citrini

@Citrini7

2 months

zero use cases. as far as the eye can see, just no use cases anywhere

The Transcript

@TheTranscript_

2 months

Walmart CEO on using AI: "We've used multiple LLMs to accurately create or improve over 850,000,000 pieces of data in the catalog. Without the use of generative AI, this work would have required nearly 100X the current headcount to complete in the same amount of time" $WMT

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Citrini

@Citrini7

8 months

Randomly pitched SMCI by someone who I haven’t spoken to in 2 years. It might be over bros.

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Citrini

@Citrini7

12 days

@quantian1 from my time in med school I could have sworn one of the requirements was a propensity towards drug addiction

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Citrini

@Citrini7

1 year

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Citrini

@Citrini7

2 months

The first step to being wrong less often is to say “actually, I don’t know” when you, in fact, don’t fucking know.

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Citrini

@Citrini7

9 months

think about how lucky we are to be very passionate about something that just so happens to be one of the most effective ways to make a ton of money

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Citrini

@Citrini7

1 year

Bill Ackman

@BillAckman

1 year

I tweeted that @RobertKennedyJr raised some important questions about vaccine safety and now I am being labeled a Qanon conspiracist by some and a member of the alt-right by others. I have long believed that incentives drive all human behavior. This gives me reason to be open

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Citrini

@Citrini7

7 months

>cpi hotter than consensus, sell >but wait actually consensus was that cpi would be hotter than consensus so that’s a buy >but actually wait that cpi number is still kinda hot so maybe sell what are we doing here people, honestly…

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Citrini

@Citrini7

8 months

Video of SPX hitting ATH as Marine One lands with POTUS in NYC & the Statue of Liberty is in the background.

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Citrini

@Citrini7

11 months

I have some anecdata, was in Tribeca last night at the Greenwich hotel. I’m up at 2:30AM because duh. My windows directly looking at the Citi HQ and there’s one light on in the whole building, conference room: There’s 4 guys in it visibly having a breakdown (yelling, pacing etc).

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Citrini

@Citrini7

8 months

Guy on Bloomberg this AM: “It’s so hard for us to beat the SPX that our biggest overweight position is long SPX” Become the tail you wish to see in the world.

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Citrini

@Citrini7

20 days

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

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Citrini

@Citrini7

9 months

I have a very simple playbook for 2024 that is actually more subtly complex than it appears: 1) As long as SPX is below ATH, keep net exposure near zero or negative. 2) As long as SPX is above ATH, keep net exposure very positive. Simpol.

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Citrini

@Citrini7

8 months

bro, man, I get it. we’re having a good time being long NVDA. but that’s no reason to wear this war crime of an outfit.

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Citrini

@Citrini7

20 days

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.

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Citrini

@Citrini7

3 years

@StonkyStonknKen @ScorpionFund This the stock market, not a charity.

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Citrini

@Citrini7

1 year

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Citrini

@Citrini7

2 years

On this twitter account I have publicly predicted the insolvency of SVB 6 months in advance & the BoJ’s adjustment of Yield Curve Control before it happened in December, yet my most liked tweet is a meme about bill ackman.

Citrini

@Citrini7

2 years

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Citrini

@Citrini7

9 months

A bit of advice that’s actually NFA this Friday: When good things happen to people, my first reaction has only ever been to be stoked for them. I’ve met people that seem to take good things happening to people who aren’t them as some sort of personal affront, and their first

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Citrini

@Citrini7

10 months

All the sick fucks on this website rooting for a stock market crash should take a look at this idk

unusual_whales

@unusual_whales

10 months

People's portfolio losses in 2009, from 60 Minutes:

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Citrini

@Citrini7

5 months

I have held between 9-13% of my book in ~20 Chinese names since late October. At numerous points since then, Chinese equities reached the point where I’d say to myself “well…it can’t go down any more than that” and then typically what would happen is a quick bounce followed by

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Citrini

@Citrini7

16 days

spx 6k by thanksgiving what say you

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Citrini

@Citrini7

4 months

all fcking year: “NVDA is the only thing holding up the S&P500 😭😭” NVDA off 16%, SPX down 92bps nice

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Citrini

@Citrini7

1 year

“Wall Street has ruined me, and Wall Street will pay.” Jim Fisk’s confederate bond short is one of the greats, with much more pizzazz than Rothschild’s informational edge on the gilt market after the outcome of Waterloo, but not many are aware of the story.

Joe Weisenthal

@TheStalwart

1 year

Found the burial site of stockbroker and robber baron Diamond Jim Fisk, business partner of Jay Gould, who’s tomb and monument features sculptures of women holding railroad bonds

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Citrini

@Citrini7

1 year

You, 2 years ago: man if I could get 4.5% risk free for 30 years I’d just stick all my money in there and go to the beach You, now: I think it probably goes up another 20 or 22bps so I’m gonna wait

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Citrini

@Citrini7

8 months

Everyone sees this and doesn’t notice the nearly 5M drawdown a month in that would make most normies soil themselves and quit. Whoever this guy is, he isn’t lucky. He’s got balls of steel and bets more. Lessons there.

🧠 David | Fink Money

@finkmoney_

8 months

Guy on Wallstreetbets has done +$18m (1000%) YTD. Might lose it all, but you cannot discount the actual thesis. Just some trade and risk management is probably needed. Really hope he just quits when he’s content with his winnings! 😫

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Citrini

@Citrini7

1 year

I keep saying it… If you’re a trader you’re gonna make the vast majority of your money during crises that cause volatility. That’s gonna mean: Credit Suisse “absolutely not” at 3AM Lebanese rockets at 4AM Etc. Don’t sleep when shit is hitting the fan.

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Citrini

@Citrini7

2 months

I think whatever Powell says will be bullish. I think we just climbed one of the great walls of worry of this whole rally. But I have a weird urge to fade things here. Someone talk me out of it.

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Citrini

@Citrini7

2 months

Seems like this should be the default stance of all government run pension funds. Really, why is it not?

The Lazy Canadian Investor 🇨🇦🇺🇸

@JimChuong

2 months

Nevada state pension fund invests only in passive index funds and is managed by 1 person. It beats almost everyone. The manager's only decision is whether to have BLT or tuna sandwich for lunch 🤣

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Citrini

@Citrini7

4 months

Every time a rate cut gets priced out is another future equity rally dependent on rate cuts getting priced in that we have to look forward to.

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Citrini

@Citrini7

8 months

Macro strategists in absolute shambles, this dude has a full time job being a star athlete and pretty much just gave the same analysis at least a few of you are!

High Yield Harry

@HighyieldHarry

8 months

They asked Chiefs players about rate cut expectations and Justin Watson actually cooked

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Citrini

@Citrini7

9 months

Over the past decade investing has become easier but investment managers have failed (or been unwilling) to adapt to this and, in doing so, perceived it as more difficult. Here’s a rare objective truth in investing: alpha eventually becomes beta. What’s alpha in technology

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Citrini

@Citrini7

2 months

China; down Hong Kong; down Germany: down France: down UK: down Saudi Arabia: down Japan: down and United States of America: ashamed you even have to ask you goddamn commie…obviously massively up.

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Citrini

@Citrini7

1 year

This is my happy place

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Citrini

@Citrini7

2 months

you did not take the million paper cuts trying to hedge your AI exposure by shorting USDJPY until it worked you do not get to act like you called the correlation, captain hindsight you especially do not get to pretend that Japan is the reason things are going down. it’s all

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Citrini

@Citrini7

6 months

if anyone is wondering the psychological approach I’ll be taking to trading this week, this summarizes it pretty well

Big Serge ☦️🇺🇸🇷🇺

@witte_sergei

6 months

Shoutout to this Kuwait airlines plane opting to drive straight home directly through the Iranian air strike. I love this pilot. Ice in his veins.

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Citrini

@Citrini7

8 months

Imagine how angry everyone would be if breadth just got better but at the same time the mega caps kept going up

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Citrini

@Citrini7

7 months

the dog has a hat. does the S&P 500 have a hat? the ten year treasury? dollar yen? yeah, that’s what I thought. looks like we know what we should be trading then.

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Citrini

@Citrini7

2 months

@TheStalwart Honestly imagine being Eisenhower and having some intelligence asset report this absolute scene to you We used to be a country

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Citrini

@Citrini7

9 months

In real terms the SPX is still down about 9% from its all time highs. Someone had to say it, sorry.

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Citrini

@Citrini7

4 months

god I love how angry people are because the uno reverse card meme + position poasting just made roaringkitty like $450 million in (unrealized) PnL

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Citrini

@Citrini7

9 months

I love all of you. That's it, that's the tweet. I think fintwit is actually great. Happy new year mfers.

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Citrini

@Citrini7

1 year

broke: omg these people are so dumb woke: that’s what makes a market bespoke: i pray for the dumbest possible counterparties & i encourage any media that makes them dumber

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Citrini

@Citrini7

11 months

I guarantee you that 95% of you who try managing your own money will underperform the index. And I guarantee you that 98% of you who outperform the index will do so with a worse sharpe. And we’re still here, trying, because we are idiots and/or because we love it.

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Citrini

@Citrini7

5 months

lmaooooo

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