Ken Veksler
@kenveksler.bsky.social
1.3K followers 280 following 3.8K posts
The quieter you travel, the further you’ll get
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kenveksler.bsky.social
anyway
that's the week lads
kenveksler.bsky.social
ok
so it was the Orange Donkeyfucker
clearly still upset about the peace prize

odd that DAX reacted quicker and more violently (initially at least) than anything else
kenveksler.bsky.social
ah tha told chestnut
thanks
kenveksler.bsky.social
anyone have any colour of this DAX move?
kenveksler.bsky.social
is it the French news that just gapped the DAX lower?
kenveksler.bsky.social
Lolz
Orange Donkeyfucker gonna be so mad
kenveksler.bsky.social
Trump 2.0 going to go the exact way BoJo did in the UK. Every new ridiculous thing topping the last inconceivable atrocity will be greeted with ‘ah yes, but nevertheless’

Nothing will change and we’ll
just succumb to the fate of the slowly boiling frog
kenveksler.bsky.social
Objectively, yes.
But OTOH watch how literally nothing happens, nor any tangible mkt reaction etc
timoconnorbl.bsky.social
Yeah, when crossing the executive by executing the law means the executive launches revenge prosecutions, then it’s time to get your money out, charge massive risk premiums or both.

Because this is banana republic stuff, and that means the risks are too high not to cover against it.
acyn.bsky.social
CNN: We have just learned that Letitia James has just been indicted by the DOJ
kenveksler.bsky.social
Not hearing much out of the generational big buck bears for now

Quieter than a constipated arsehole
kenveksler.bsky.social
lolz
the manager has the full backing of the board...
fintwitter.bsky.social
JAPAN'S TAKAICHI: DON'T WANT TO TRIGGER EXCESSIVE YEN DECLINE
kenveksler.bsky.social
mkt literally has no clue what this means so the algos lose thier shit anyway
kenveksler.bsky.social
related; Straya truly is the arse end of the world
kenveksler.bsky.social
the cost of long haul air travel is utterly fucking extortionate
kenveksler.bsky.social
Cunt
merriam-webster.com
What’s the word where you’re from that, when pronounced exactly as it looks, identifies a tourist immediately?
kenveksler.bsky.social
So what if it’s a bubble?
It’s not like you’re making money on either side of it simply by moaning about it on social media
kenveksler.bsky.social
the Wells Fargo chief equity strategist is 15 fucking years old

check him out on BBG tv right now
kenveksler.bsky.social
I tried once and it all went Pete Tong, so I gave up
kenveksler.bsky.social
I don't make the rules
you can blame hyper efficient markets if you wish
kenveksler.bsky.social
not throwing shade on Toby here but a long held belief of mine is macro serves 1 of 2 roles;
a) dull dinner party conversation for the purpose of intellectual self gratification
b) real money managers in pension funds managing real duration risk

anything outside that, its nothing but pure wank
tobyn.bsky.social
🚨 Do macro releases really matter to stock punters?

Turns out yes, or at least some of them.

on.ft.com/3KEeFB1
kenveksler.bsky.social
the ponzi will not perpetuate itself Toby

Australian pension fund managers are notoriously the laziest and most useless the world has ever seen
kenveksler.bsky.social
The thing no one tells you about success is that none of the hard work you so painstakingly detail in your LinkedIn posts counts for a modicum of jack shit without several helpings of luck interspersed along the way.
kenveksler.bsky.social
Might watch High Fidelity tonight.

Just to round out the day.