Cluseau Investments
@blondesnmoney
Not Financial Advice
Insert extremely corny quote here
1.4K Following 71.8K Followers
Next Warsh speech:
"Green 52. Green 52. Hut-hut, hii- hii-, hut hut HIKE"
Warsh playing 4D chess with the markets by opening his Jackson Hole speech with three different “hikes” just to bait the algos
Kaspi getting "hot" on fintwit. Probably a local top for a week or two
They say never go to sleep angry, but it's difficult to do that when the Kospi closes at 3 AM
If the $BHF deal goes through the SEC needs to investigate whoever bought 500 of the September 55's for $1.30 today
* TRUMP: "I JUST SPOKE TO CLAUDE, A REALLY INTELLIGENT FRENCHMAN"
* TRUMP: "I DON'T KNOW WHY WE WOULD WANT TO REGULATE SOMEONE LIKE CLAUDE, HE'S A GREAT GUY AND A BIG FAN OF MINE"
Bessent was probably "surprised" to see oil futures up given he was shorting the market (I'm kidding but would be funny if true)
Never saw this before
"Credit scores that factor in your assets"
Uh oh
My theory is the next time the market melts down over Trump (different event) it will be time to not fade him since everyone will instinctually fade him
Latest AI Model Benchmark is the Tienamen Standard: Will the model answer if you ask it what happened in Tienamen Square in 1989
$ASIC roaring to fresh highs while Kinsales spins it's wheels
$KNSL is a higher quality name and a better underwriter than $ASIC. Competition is heating up and both have had a rough past few months. Still, with $ASIC at 12x 2026 earnings and $KNSL at 18x, I'd be surprised if $ASIC doesn't put on a strong 2026 performance given its growth. Only major wrench $ASIC seems to have is a big chunk of its investment portfolio is invested in infrastructure debt and mid caps, which have been padding earnings recently but are likely to remain volatile.
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The $NBIS and $CRWV bulls hate each other more than the average nation involved in a Middle Eastern conflict
Wish I was a congressman so I could make some disabled trades and have the quiver quantitative squad follow me into bankruptcy
Golden Age of Grift
If you buy the $SNDK Dec 2028 1560 Straddle the stock would have to drop below $30 to make money on the downside
A missile popup alert on top of an IBKR sell ticket. Never leaving this site.
Fintwit on a random August Sunday after being max long memory
