@belzile22.bsky.social
Pinned
Agree that locally this is a bit overplayed but in regime change perception becomes reality and persistence and auto correlation from quarter to quarter is quite powerful like we saw from 2003 to 2007. US equities underperformed badly back then. IMHO we are pivoting to this (65% probability).
The new dollar smile ☹️
April 24, 2025 at 4:29 PM
The new dollar smile ☹️
Half brothers getting wet #golden #retrievers
April 19, 2025 at 1:35 PM
Half brothers getting wet #golden #retrievers
Reposted
🧵It has nothing to do with sex. This ruling has nothing to do with women's safety, it is to do with the accepted impression of what a woman is. It will embolden people to attack women regardless of their biological sex if they don't fit in. Attacks on ALL women will increase, trans or cis.
April 16, 2025 at 12:04 PM
🧵It has nothing to do with sex. This ruling has nothing to do with women's safety, it is to do with the accepted impression of what a woman is. It will embolden people to attack women regardless of their biological sex if they don't fit in. Attacks on ALL women will increase, trans or cis.
I was thinking: from 2020–2025, US retail—and even some institutions—developed a serious home‑bias. They’ve been conditioned to BTFD and rewarded for it. By the time they realize the trade’s broken, US equities could be much lower, and they’ll be left bag‑holding. Could Trump be the proverbial straw
Agree that locally this is a bit overplayed but in regime change perception becomes reality and persistence and auto correlation from quarter to quarter is quite powerful like we saw from 2003 to 2007. US equities underperformed badly back then. IMHO we are pivoting to this (65% probability).
April 16, 2025 at 6:59 PM
I was thinking: from 2020–2025, US retail—and even some institutions—developed a serious home‑bias. They’ve been conditioned to BTFD and rewarded for it. By the time they realize the trade’s broken, US equities could be much lower, and they’ll be left bag‑holding. Could Trump be the proverbial straw
Hard to get anymore Canadian than that
April 16, 2025 at 12:13 AM
Hard to get anymore Canadian than that
Reposted
Reposted
Restaurants are so called because the first restaurateurs served "restorative bouillons" (their patrons were the bone-broth aficionados of the eighteenth century). It's very hard to get rich in the restaurant business. This still made me laugh.
From an anonymous account (I Louvre Art Memes) on FB.
From an anonymous account (I Louvre Art Memes) on FB.
April 7, 2025 at 9:12 PM
Restaurants are so called because the first restaurateurs served "restorative bouillons" (their patrons were the bone-broth aficionados of the eighteenth century). It's very hard to get rich in the restaurant business. This still made me laugh.
From an anonymous account (I Louvre Art Memes) on FB.
From an anonymous account (I Louvre Art Memes) on FB.
Reposted
If Bill Ackman had been a hamster his mother would have eaten him
April 7, 2025 at 1:31 AM
If Bill Ackman had been a hamster his mother would have eaten him
That kind of week:
April 4, 2025 at 11:33 AM
That kind of week:
THIS!
It’s 9am TFT time here, and citizens are already gathering to protest Tariffs by the United States. Our plain clothes Officer Penguins are attempting to maintain calm, but unfortunately we keep losing them in the crowd.
April 3, 2025 at 10:14 AM
THIS!
"Ask your doctor if gold is right for you. Side effects may include extreme shininess, sudden wealth, and an irresistible urge to be stored in a vault." #GLD
March 28, 2025 at 3:00 PM
"Ask your doctor if gold is right for you. Side effects may include extreme shininess, sudden wealth, and an irresistible urge to be stored in a vault." #GLD
Out US wine, in Canadian wine
March 25, 2025 at 11:02 PM
Out US wine, in Canadian wine
Reposted
Elbows up, Canada.
March 22, 2025 at 10:11 PM
Elbows up, Canada.
Repatriate all French structurers and vol traders
FRANCE SAID TO FLOAT USING EU'S MOST POWERFUL TRADE TOOL ON US
March 21, 2025 at 4:59 PM
Repatriate all French structurers and vol traders
Reposted
Crapto currencies
February 25, 2025 at 11:02 AM
Crapto currencies