LongConvexity @LONGCONVEXITY Twitter profile

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LongConvexity

@LONGCONVEXITY

1 month

In case you need reminding this is how I approach this platform.

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LongConvexity

@LONGCONVEXITY

2 years

Who?

NBC News

@NBCNews

2 years

Téa Leoni, Shonda Rhimes, Alex Winter and Sara Bareilles are among the celebrities leaving Twitter after Elon Musk's takeover.

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LongConvexity

@LONGCONVEXITY

3 years

Stimulus checks being wiped out left and right, should see an uptick in the jobs numbers soon......😂

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LongConvexity

@LONGCONVEXITY

2 years

How many puts is that criminal Pelosi long?

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LongConvexity

@LONGCONVEXITY

4 years

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LongConvexity

@LONGCONVEXITY

3 years

@NickatFP Big if true, and just in case this handy diagram from @bigmagicdao will help sort us out.

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LongConvexity

@LONGCONVEXITY

3 years

Not my usual MO, but some sad personal news to report…

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LongConvexity

@LONGCONVEXITY

1 year

From Bridgewater Liquidity Cycle

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LongConvexity

@LONGCONVEXITY

3 months

@CliffordAsness @zerohedge

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LongConvexity

@LONGCONVEXITY

2 years

Lol...remember when some macro guru here suggested the Fed isn't political.

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LongConvexity

@LONGCONVEXITY

4 years

FEDEX SAYS CHINA DEMAND HAS REBOUNDED MORE THAN EXPECTED

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LongConvexity

@LONGCONVEXITY

2 months

@SenBooker @POTUS Bro, stop gaslighting.

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LongConvexity

@LONGCONVEXITY

4 years

GOOGLE RECOMMENDS ALL NORTH AMERICA EMPLOYEES WORK FROM HOME

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LongConvexity

@LONGCONVEXITY

3 months

Here we go... The mortgage reform that could unleash the next big US stimulus

LongConvexity

@LONGCONVEXITY

3 months

Mortgage rates get to low 6s watch em start really tapping home equity.

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LongConvexity

@LONGCONVEXITY

4 years

*JAPAN'S NIKKEI 225 RISES TO 27,000, FIRST TIME SINCE APRIL 1991

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LongConvexity

@LONGCONVEXITY

4 years

Dude, you’re in a horrific drawdown and taking other market participants with you as you unwind. Maybe have a glass of STFU @RayDalio

FxMacro

@fxmacro

4 years

BRIDGEWATER'S DALIO SEES CORPORATE LOSSES OF $4 TRILLION: CNBC

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LongConvexity

@LONGCONVEXITY

2 years

I'll say it again, we had the equivalent of a dotcom crash in a matter of months, if we're going into recession it will likely happen by Q1 of next year. These 18-24 month calls are utter garbage.

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LongConvexity

@LONGCONVEXITY

3 years

*INDIA TO PROPOSE LAW BANNING CRYPTOCURRENCY: REUTERS

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LongConvexity

@LONGCONVEXITY

4 years

Pretty sweet shot of the Brooklyn Bridge by @antsynth cc: @MeredithFrost

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LongConvexity

@LONGCONVEXITY

3 years

*WALL STREET BANKS SUMMONED BY REGULATORS AFTER HWANG’S BLOWUP

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LongConvexity

@LONGCONVEXITY

2 years

BAML-FMS Cash levels highest since 2001

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LongConvexity

@LONGCONVEXITY

8 months

@TheCinesthetic

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LongConvexity

@LONGCONVEXITY

4 years

*OAKTREE SEEKS $15 BILLION FOR BIGGEST DISTRESS FUND EVER

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LongConvexity

@LONGCONVEXITY

3 years

Maybe some of these funds should take a hard look at their risk management......

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LongConvexity

@LONGCONVEXITY

9 months

@nypost Stop stealing.

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LongConvexity

@LONGCONVEXITY

5 years

Eh, I’ll take the ad

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LongConvexity

@LONGCONVEXITY

3 years

United Airlines says it, too, won't hire unvaccinated workers via @cbsmoneywatch

United Airlines says it, too, won't hire unvaccinated workers

Carrier follows Delta Air Lines in saying it won't employ those who haven't been immunized against COVID-19.

www.cbsnews.com

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LongConvexity

@LONGCONVEXITY

1 year

"You grind those 1 day option premiums to zero"

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LongConvexity

@LONGCONVEXITY

3 years

*MODERNA COVID SHOT 93% EFFECTIVE 6 MONTHS AFTER SECOND DOSE

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LongConvexity

@LONGCONVEXITY

4 years

Firm wants access to a bailout....🖕

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LongConvexity

@LONGCONVEXITY

4 years

This has potential.......

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LongConvexity

@LONGCONVEXITY

4 years

S. KOREA TO TEMPORARILY BAN STOCK SHORT-SELLING, MAEIL REPORTS #Godspeed

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LongConvexity

@LONGCONVEXITY

9 months

@RealEmirHan

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LongConvexity

@LONGCONVEXITY

3 years

*HONG KONG EXCHANGES SINKS 9%, BIGGEST DROP SINCE 2015

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LongConvexity

@LONGCONVEXITY

4 years

KUDLOW: GOVERNMENT MIGHT TAKE EQUITY POSITION AS PART OF AID

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LongConvexity

@LONGCONVEXITY

3 years

*DEUTSCHE BANK HAS EXPOSURE TO ARCHEGOS CAPITAL TRADES UNWINDING...shocker

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LongConvexity

@LONGCONVEXITY

4 years

YELLEN: CONCEIVABLE THAT VIRUS COULD THROW U.S. INTO RECESSION

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LongConvexity

@LONGCONVEXITY

4 years

*YALE TO HOLD ALMOST ALL CLASSES REMOTELY NEXT SEMESTER...how many are going to defer or take a year off.....good luck colleges.

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LongConvexity

@LONGCONVEXITY

4 years

BAML-Aggregate daily credit card spending by category....

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LongConvexity

@LONGCONVEXITY

5 years

Trading in 2019..."If I put this position on, what can Trump Tweet to f**k it up"

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LongConvexity

@LONGCONVEXITY

11 months

@RealEmirHan

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LongConvexity

@LONGCONVEXITY

4 years

@AndrewYang New York needs a proper Mayor......

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LongConvexity

@LONGCONVEXITY

2 years

@trader1sz Just in case...

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LongConvexity

@LONGCONVEXITY

3 years

US workers are getting large raises, but not enough to keep up with higher inflation

Over the last three months nominal compensation for all civilian workers rose at a 2.8 percent annual rate—leaving it at its pre-pandemic trend according to newly released Employment Cost Index (ECI)...

www.piie.com

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LongConvexity

@LONGCONVEXITY

3 years

*CHINA OVERNIGHT REPO RATE SURGES TO 3.28%, HIGHEST SINCE 2015

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LongConvexity

@LONGCONVEXITY

2 years

BAML-FMS Cash levels are higher than the height of the pandemic in '20

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LongConvexity

@LONGCONVEXITY

1 year

Younger folks on this platform have no idea how lucky they are to get the exposure they do to some incredibly smart and talented investment professionals on a day to day basis...

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LongConvexity

@LONGCONVEXITY

3 years

*JAPAN'S NIKKEI 225 HITS 30,000 YEN FOR FIRST TIME SINCE 1990

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LongConvexity

@LONGCONVEXITY

4 years

BREVAN HOWARD HEDGE FUNDS GAIN UP TO 16.6% AMID MARKET TURMOIL...see what a bit of vol does, separates the wheat from the chaff

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LongConvexity

@LONGCONVEXITY

6 months

NYC Serial Stabber Arrested, ID'd As Hospital Greeter: NYPD, Reports

Hospital Greeter Linked To NYC Serial Stabbings By Work Lanyard: NYPD

"It didn't appear as though he was looking to stop anytime soon," Mayor Eric Adams said of a man accused of a nine-day stabbing spree.

patch.com

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LongConvexity

@LONGCONVEXITY

9 years

Sell side $EUR forecasts $DXY #doyourownhomework #fx

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LongConvexity

@LONGCONVEXITY

6 months

Sorry but monetary revolution isn't packaged into an ETF....

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LongConvexity

@LONGCONVEXITY

4 years

*MNUCHIN: MOST OF $3 TRILLION IS NOT YET IN THE ECONOMY

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LongConvexity

@LONGCONVEXITY

5 years

"Is everybody in?"......Hedge fund exposure to US equities "exploding" $SPY

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LongConvexity

@LONGCONVEXITY

4 years

*TRUMP SAYS HE WANTS MOST DRUGS MADE IN U.S. IN TWO YEARS

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LongConvexity

@LONGCONVEXITY

4 years

This explains a lot about Twitter 100K followers & >1500 likes I only hope many are bought If you're here to learn or new, take a step back & try to validate how ridiculous this is. If something seems 2 good 2 be true it probably is

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LongConvexity

@LONGCONVEXITY

5 years

Luckily there’s Twitter to explain to us what he did wrong and how they’d have done it differently......

Eric Platt

@EricGPlatt

5 years

Berkshire in 2019 suffered its worst year in a decade compared to the benchmark S&P 500. Part of the problem: the drag of its record $128bn cash pile

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LongConvexity

@LONGCONVEXITY

3 years

*DISCORD BANS WALLSTREETBETS FROM ITS PLATFORM: VERGE

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LongConvexity

@LONGCONVEXITY

3 years

The non bond guys are talking about bonds....... #Check

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LongConvexity

@LONGCONVEXITY

2 years

Guessing Bailey doesn’t play much poker…

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LongConvexity

@LONGCONVEXITY

1 year

Salt Bae restaurant closes in NYC; burger joint served $99 milkshakes

The menu also offered, $100 burgers and free veggie burgers given to women as a “compliment,” according to a review.

www.silive.com

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LongConvexity

@LONGCONVEXITY

6 years

Citi leveraged loan strategy, widening credit spreads and waning attractiveness of floating rate paper contributing to their decline, expect more weakness ahead.

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LongConvexity

@LONGCONVEXITY

3 years

Goldman Sachs Financial Conditions Index.....

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LongConvexity

@LONGCONVEXITY

3 years

*TRUMP TAX RETURNS CAN BE RELEASED TO CONGRESS, DOJ SAYS: CNBC

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LongConvexity

@LONGCONVEXITY

2 years

UK is the only advanced economy with both a negative investment position and negative primary income.

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LongConvexity

@LONGCONVEXITY

5 years

JPM how much of a recession is priced in?

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LongConvexity

@LONGCONVEXITY

1 year

End of an era: Zoom tells employees to return to office for work via @nypost

End of an era: Zoom tells employees to return to office for work

The tech company blew up as one of the main means of communication for people forced to work from home during the COVID-19 pandemic.

nypost.com

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LongConvexity

@LONGCONVEXITY

6 years

Announced buyback vs what’s been executed suggests buyback desks may be busy during the next pullback $SPY

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LongConvexity

@LONGCONVEXITY

4 years

Spec positioning in ES futures $SPY

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LongConvexity

@LONGCONVEXITY

4 years

Fintwit furiously deleting their terrible end of the world calls.......

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LongConvexity

@LONGCONVEXITY

4 years

Schumer, Pelosi want $3.4T as 'starting point' in new COVID-19 relief talks 😂

Schumer, Pelosi want Heroes Act as ‘starting point’ in new COVID-19 relief talks

Senate Minority Leader Charles Schumer (D-N.Y.) and Speaker Nancy Pelosi (D-Calif.) on Thursday morning said the Health and Economic Recovery Omnibus Emergency Solutions (Heroes) Act passed by…

thehill.com

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LongConvexity

@LONGCONVEXITY

2 years

BAML-Largest Inflow ever into materials...

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LongConvexity

@LONGCONVEXITY

1 year

If you’re new to bonds, keep this handy…

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LongConvexity

@LONGCONVEXITY

6 months

@politico This headline is garbage.

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LongConvexity

@LONGCONVEXITY

3 months

Please don’t do this….

Cole Grinde

@GrindeOptions

3 months

An account with $500,000 cash can generate $4,000 per week when selling options at .8%. That’s a $192,000 salary before tax.

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LongConvexity

@LONGCONVEXITY

2 years

*PERSHING SQUARE HOLDINGS SAYS IT SOLD NETFLIX INVESTMENT TODAY

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LongConvexity

@LONGCONVEXITY

4 years

Andrew Yang Files Paperwork to Run for New York City Mayor

Businessman and former presidential candidate Andrew Yang has filed paperwork to run for mayor of New York City, the city’s Campaign Finance Board confirmed on Wednesday. Yang’s filing has the...

www.nbcnewyork.com

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LongConvexity

@LONGCONVEXITY

2 years

*FED RAISES RATES 50 BPS, TO START RUNOFF JUNE 1 AT $47.5B/MTH....95 after 3 months.

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LongConvexity

@LONGCONVEXITY

4 months

👑

Rothmus 🏴

@Rothmus

4 months

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LongConvexity

@LONGCONVEXITY

8 months

@Claudia_Sahm First of all, I enjoy reading your Substack, but I also often hear you complaining about the trolling. There's people who deserve it here, @BobEUnlimited is not. I might not agree with everything he says, but he's quite level headed, generous with his views and a seemingly nice

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LongConvexity

@LONGCONVEXITY

4 years

*U.S. JUDGE ORDERS DACA RESTORED, REOPENING DREAMERS PROGRAM

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LongConvexity

@LONGCONVEXITY

5 years

Twitter where the unknown guy who rails on the FED in between drawing lines on a chart has >100K followers and the guy who runs 1T has roughly 10K.....👍

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LongConvexity

@LONGCONVEXITY

4 years

Legal teams love when you guarantee returns.....🤡

Lawrence Lepard, "fix the money, fix the world"

@LawrenceLepard

4 years

Where do I sign up?

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LongConvexity

@LONGCONVEXITY

2 years

*BULLARD REPEATS HE WANTS POLICY RATE AT 3.75%-4% BY YR-END

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LongConvexity

@LONGCONVEXITY

4 years

Lol.....how about someone who has actually had a job....mmmmkay

The Hill

@thehill

4 years

JUST IN: Bernie Sanders confirms interest in becoming Biden's Labor secretary

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LongConvexity

@LONGCONVEXITY

2 years

*TIGER GLOBAL HEDGE FUND SINKS 34% THIS YEAR AS KEY STOCKS FALL

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LongConvexity

@LONGCONVEXITY

7 years

Land Rovers need $17,000 price hike to offset border tax. They'll love this in Fairfield county. #DeathAndTaxes

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LongConvexity

@LONGCONVEXITY

4 years

I'd rather have a sharp stick in the eye than debate politics on this platform. What's the trade or GTFO.

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LongConvexity

@LONGCONVEXITY

4 years

Gen Z, Millennials & Gen X outvoted older generations in the '18 midterms. World can change a lot over the next 9 months, need to stay on your toes.

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LongConvexity

@LONGCONVEXITY

3 years

*CRYPTOCURRENCY HEDGE FUND FOUNDER PLEADS GUILTY TO FRAUD

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LongConvexity

@LONGCONVEXITY

4 years

*CHINESE MILITARY AIRCRAFT ENTERED TAIWAN’S ADIZ SUNDAY

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LongConvexity

@LONGCONVEXITY

3 years

Bill Hwang, a former hedge fund manager who’d pleaded guilty to insider trading, was deemed such a risk by Goldman that as recently as late 2018 the firm refused to do business with him. Those misgivings didn’t last via @markets

Goldman U-Turn on Hwang Put Bank at Nexus of Margin Call

Bill Hwang, a former hedge fund manager who’d pleaded guilty to insider trading, was deemed such a risk by Goldman Sachs Group Inc. that as recently as late 2018 the firm refused to do business with...

www.bloomberg.com

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LongConvexity

@LONGCONVEXITY

2 years

BAML's Hartnett "Tipping Point: huge $1.1tn inflows to stocks since Jan’21 have average entry point of 4274 on S&P500...means “pain” & “exit” requires <4000."

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LongConvexity

@LONGCONVEXITY

5 years

Very cogent interview.....

Real Vision

@RealVision

5 years

The name’s Bond – Toxic, dangerous, High Yield ETFs, to be exact. Hari Krishnan warns of a looming crisis in high-yield corporate credit ETFs, in today’s Expert View: @CalPERS @CalSTRS

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LongConvexity

@LONGCONVEXITY

6 years

U.S. holiday retail sales rose 5.1% from a year earlier, according to Mastercard, the highest level in six years via @WSJ

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LongConvexity

@LONGCONVEXITY

5 months

@SymoneDSanders Context matters, sure the pandemic didn’t skew these numbers.

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LongConvexity

@LONGCONVEXITY

5 years

If there is ever a legitimate collapse of any major banking system or other idiosyncratic systemic credit event, the last place you'd want to be leading up to and through that is long Eurodollar futures or any other STIR contract for that matter......

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LongConvexity

@LONGCONVEXITY

7 years

This market.....