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LongShortTrader

The last time we had a super high conviction long position in $TWTR, short interest was very high. Short interest is currently low.What's the bear case for $TWTR, why, and

I have been wondering: what does the venn diagram look like between:(1) those calling for "the end of business travel" (2) single/no kids(3) "business travel" is seen as flights shorter

Asking questions (in good faith!) can be dangerous these days : I am not even a republican (nor democrat!). I’m a political atheist. Not that any of these things are

I spent the last few months off. Was away from social media and avoided computer screens. I dealt with a medical situation (im doing fine thx), and spent an incredible

“Why I am leaving the country if Trump wins: a thread”I’m not voting for the guy, but...why have you not left for the last 4 years ? Walk the

Reminder: Labor lost to Capital (in the USA) many many years ago... don't fool yourself if you think this country is about labor. It's about the interests of capital.https://twitter.com/kaylatausche/status/1242517645443977219 This

“Long gold as a systemic hedge has generated significant alpha vs shorting the S&P 500, between 2012-Present” https://twitter.com/taytayllp/status/1254367017911623681 “Long silver as a systemic hedge has generated significant alpha

There are fair criticisms about the extraordinary and emergency fiscal + monetary actions... but to say or suggest they are doing nothing for the masses (or as this fellow puts

Protected acct: “always impressed by articles by people who clearly have never been to either Taiwan or South Korea” Racism rears its ugly head in different formshttps://twitter.com/hyunsuinseoul/status/1248893802070151168 Fact check: true

Ideology/opinions/self interest aside - my fear is that the interventions later lead to some very undesirable outcomes... pitchforks, revolution...maybe even a catastrophic disorderly liquidation whereby intervention won’t make a difference.

Two observations I don’t know what to make of yet:(1) people seem quite confident that “de-globalization is coming” (whatever that means). I see this take everywhere.(2) the biggest proponents of

Haha. Why if you only read history from the winners perspective, you lose out on so much: Vic twitter is the best twitter I wish vic would occasionally @ mister