JR
@jr705.bsky.social
Don't think. Weakens the team. 3.0
"I embrace you all. You are my liquidity." ~Fearlicious
“A republic, if you can keep it.” ~Ben Franklin
"I embrace you all. You are my liquidity." ~Fearlicious
“A republic, if you can keep it.” ~Ben Franklin
$ES 20 point, 1-3 minute moves. The Dukes are onto something.
November 25, 2025 at 3:04 PM
$ES 20 point, 1-3 minute moves. The Dukes are onto something.
"I'm off for Thanksgiving. Nobody will remember my bad market call." ~CNBC
November 25, 2025 at 2:14 PM
"I'm off for Thanksgiving. Nobody will remember my bad market call." ~CNBC
Reposted by JR
Good morning.
Financings off the balance sheet you say.
Financings off the balance sheet you say.
November 24, 2025 at 12:12 PM
Good morning.
Financings off the balance sheet you say.
Financings off the balance sheet you say.
On. Off. On. www.cnbc.com/2025/11/23/b...
Blue Owl considers reviving merger of private credit funds, contingent on fund's share price, sources say
Blue Owl Capital is considering reviving a plan to merge two of its private credit funds if the share price of the larger fund improves.
www.cnbc.com
November 24, 2025 at 1:51 AM
On. Off. On. www.cnbc.com/2025/11/23/b...
Or memes.
December Fed decision will be based entirely on vibes
BLS has cancelled the October CPI and the Fed will meet Dec 9 and 10 without the Nov CPI, which has been rescheduled for Dec 18 from the 10th.
As previously reported,
Fed also won’t have jobs reports
“Say Jay, how you feelin’ about the economy?”
“Not so good John. Let’s cut.”
“Ok by me”
As previously reported,
Fed also won’t have jobs reports
“Say Jay, how you feelin’ about the economy?”
“Not so good John. Let’s cut.”
“Ok by me”
November 21, 2025 at 5:47 PM
Or memes.
The shorts came, they sawed, they conquered.
Cussing like a Saylor
Ongoing demolition in Bitcoin
November 21, 2025 at 1:47 PM
The shorts came, they sawed, they conquered.
I gonna say we could use the PPT anytime now.
November 20, 2025 at 8:50 PM
I gonna say we could use the PPT anytime now.
Reposted by JR
Vol is @ 26 www.youtube.com/watch?v=OoTb...
The Fugitive - I don't care.
YouTube video by LoveMovieQuotes
www.youtube.com
November 20, 2025 at 5:05 PM
Vol is @ 26 www.youtube.com/watch?v=OoTb...
"There is absolutely nothing wrong with the chip maker." ~ Usual half pundit. I have questions about their ecosystem friends.
November 20, 2025 at 5:04 PM
"There is absolutely nothing wrong with the chip maker." ~ Usual half pundit. I have questions about their ecosystem friends.
Reposted by JR
Nvidia just went negative.
a close up of a stuffed animal with a rainbow in the background .
ALT: a close up of a stuffed animal with a rainbow in the background .
media.tenor.com
November 20, 2025 at 4:45 PM
Nvidia just went negative.
Waddell & Reed
has that super big player de-risked feel
November 20, 2025 at 4:40 PM
Waddell & Reed
Former CEO whole lot of we "coulda" done. But you woulda F'd it up.
November 20, 2025 at 3:44 PM
Former CEO whole lot of we "coulda" done. But you woulda F'd it up.
Reposted by JR
Hold on for just a sec - this really is the auditor of OpenAI? They specialize in wildlife organizations with $300K median annual revenue?
November 20, 2025 at 12:57 PM
Hold on for just a sec - this really is the auditor of OpenAI? They specialize in wildlife organizations with $300K median annual revenue?
So there's a private credit issue with a fund, and some AI credit spreads blowing out, Japan yields blowing out, chipmaker expected to save the world, and crypto gonna get hacked by a supercomputer. And that's today.
Just to be clear the crazy high JGB rate is 1.78
November 20, 2025 at 2:42 AM
So there's a private credit issue with a fund, and some AI credit spreads blowing out, Japan yields blowing out, chipmaker expected to save the world, and crypto gonna get hacked by a supercomputer. And that's today.
Reposted by JR
Some paststats competing with "when Fed cuts and SPX near ATH" where n=0 the number of times SPX was lower 12 months later. The casino is open 6 days a week, place your bets.
S&P 500 returns Nov 1-Oct 31 ahead of mid-term elections? Bad.
Avg -2.2%, median -3.5% (since 1962)
Avg -2.2%, median -3.5% (since 1962)
November 19, 2025 at 2:06 PM
Some paststats competing with "when Fed cuts and SPX near ATH" where n=0 the number of times SPX was lower 12 months later. The casino is open 6 days a week, place your bets.
Reposted by JR
You know you want to
November 18, 2025 at 3:43 PM
You know you want to
$CSCO back in the day was the bellwether. And Nortel was the cash furnace. h/t @tradingpoints.org
November 18, 2025 at 2:22 PM
$CSCO back in the day was the bellwether. And Nortel was the cash furnace. h/t @tradingpoints.org
Reposted by JR
CNBC has wheeled in two bald guys dressed in pink to hype up Nvidia. This is an extreme measure. One of them just said “we are still in the early innings”. The other said “four to five years ahead of competition”. Their hand movements are synchronized. They do not blink
November 17, 2025 at 7:32 PM
CNBC has wheeled in two bald guys dressed in pink to hype up Nvidia. This is an extreme measure. One of them just said “we are still in the early innings”. The other said “four to five years ahead of competition”. Their hand movements are synchronized. They do not blink
Reposted by JR
we’ve focused on the AI loss of momentum, but these financials are still a problem
November 17, 2025 at 4:06 PM
we’ve focused on the AI loss of momentum, but these financials are still a problem
Reposted by JR
You never want to see “New York Fed” and “impromptu talks” in close proximity
November 15, 2025 at 1:49 AM
You never want to see “New York Fed” and “impromptu talks” in close proximity
"Santa! I know him!" $ES
November 14, 2025 at 5:14 PM
"Santa! I know him!" $ES
"Second or third inning. Comparisons to 2000 is bunk." ~CNBC pundit "
November 14, 2025 at 5:11 PM
"Second or third inning. Comparisons to 2000 is bunk." ~CNBC pundit "
Not now ticks.
November 14, 2025 at 5:09 PM
Not now ticks.