phoenix (@Phoenix_FFM) profile picture

phoenix

@Phoenix_FFM

Asymmetric bets, mom & value, preferably uncorrelated to the major markets, mostly small cap or even smaller

Joined May 2022
  • Tweets4.6K
  • Following660
  • Followers504
All people are smart. One part before and the other afterwards.
Javier Blas (@JavierBlas) profile pictureJavier Blas
@JavierBlasOct 28
European Commission sounds the alarm (now !!!) about the number of oil refineries closing in the region over the last 20 years. "We need to counter this trend," says EU Energy Commissioner Dan Jørgensen. "This crisis is a wake-up call." Quite.
1
2
7
1,493
Started with $1,000, now managing $5M for other people, and I’m 22. Anything is possible if you are lying
8
3
68
2,870
This is crazy‼️ The $SPX is ~1% off its highs. Goldman's High Beta Momentum basket is -41%. We’ve never seen anything like this.
Image from David Marlin (@Marlin_Capital)
113
194
34
1,321
167,241
phoenix retweeted
fabian (@fabianstelzer) profile picture
fabian
@fabianstelzerOct 22
German government folks celebrating their immunity to the cyber apocalypse as they’re still running on Fax
🤖 Made with AI
103
888
138
8,026
281,756
phoenix retweeted
Joe (@Gantosj) profile picture
Joe
@GantosjSep 17
Wow, one of Chimera's subs sent me a screenshot from Fox, where @iancassel mentioned $VLTLF as his pick Mine $LIB.v 😎 for the past year &waiting for x5
8
22
9
99
22,469
Talks scheduled for Monday in Oman.
Image from Rory Johnston (@Rory_Johnston)
41
24
6
527
34,966
6,000 years of world history on a single timeline. Zoom in. You could spend 30 minutes exploring this.
Image from Josh Barzon (@JoshuaBarzon)
611
5,492
376
30,394
1,883,116
Gold 😂
Lobo Tiggre (@duediligenceguy) profile pictureLobo Tiggre
@duediligenceguyAug 27
;-{)}
Image from Lobo Tiggre (@duediligenceguy)
2
4
57
4,751
Isn't serious until Pakistan gets involved.
First Squawk (@FirstSquawk) profile pictureFirst Squawk
@FirstSquawkAug 24
VANCE ANNOUNCES CONTINUED NEGOTIATIONS WITH CANADA.
72
344
13
4,173
192,750
6 major backwardation/contago swings 1991 +$5 backwardation, +140% oil 2008 -$8 contango, -71% oil 2014 -$3.50 contango, -53% oil 2020 -$4 contango, -77% oil 2022 +$3 backwardation, +72% oil 2026 +$8 backwardation, +55% oil One of these things is not like the others
Image from EscapeFromUtopia (@utopia_escape)
9
6
2
29
2,774
And so, naturally, income tax, social contributions or property taxes are not included in CPI - inflation.
Remarks (@remarks) profile pictureRemarks
@remarksAug 6
🇺🇸 Americans are now spending more on taxes than on food, clothing, and housing combined.
1
5
1
33
4,814
Life & running capital @CorneliaLake had a superb discussion of setting up your life for running your own capital. Prompted some thoughts
7
6
2
159
34,620
Step out of your comfort zone they said. Only way to make it they said.
🚽 🤴JRR ToiletBaron (@toiletkingcap) profile picture🚽 🤴JRR ToiletBaron
@toiletkingcapJul 1
oil traders
1
1
9
441
👀 I’m exploring the next stage of building my investment strategy and would like to launch a standalone vehicle. Been running an SMA service for last 3yrs alongside my PA for 6yrs. Very grateful for introductions to anyone with experience backing, seeding, structuring or advising emerging investment managers. Thank you to everyone who has supported me along the way ☺️🙌 Investment philosophy below Ps please retweet to support my search 🙏
1
8
2
33
10,995
Hilarious. The concern about lost Russian oil production that sent oil to $130 in 2022 but never manifested, is manifesting now.... and Oil is at $76.
HFI Research (@HFI_Research) profile pictureHFI Research
@HFI_ResearchJun 17
Interesting.
Image from HFI Research (@HFI_Research)
15
29
277
20,277
What kind of barnacle is that ?
DD Geopolitics (@DD_Geopolitics) profile pictureDD Geopolitics
@DD_GeopoliticsJun 10
🇮🇷 HORMUZ IS CLOSED-CLOSED Iran is moving to begin large-scale naval mining of the Strait of Hormuz, after renewed illegal US strikes on its southern coast.
Image from DD Geopolitics (@DD_Geopolitics)
18
28
479
32,825
phoenix retweeted
808 (@prpl8) profile picture
808
@prpl8Jun 9
def not a bubble
The Long View (@HayekAndKeynes) profile pictureThe Long View
@HayekAndKeynesJun 9
IG spreads approach 1998 tights (one bp away) and HY is at 2007 levels
1
754
🚨 The “blowout” jobs report that just killed your rate cut? Misleading. It was bartenders. 🍺 70K hospitality hires for the World Cup -> 5x normal. Wall Street saw a hot economy. It was a soccer tournament. Back out the one-off and there’s NO blowout -> just trend. Yes, there’s a soccer tournament sitting on top of a trend-line economy. 🤯 Look under the hood. 🧵
136
417
77
2,621
412,995
Dictionary editors should reconsider the definition of the word "ceasefire" after the behavior of the USrael.
22
65
6
315
73,221
Oil bulls today
Image from بی‌آر‌وی (@willrayvalentin)
This Post is from an account that no longer exists. Learn more
13
26
3
433
35,008
Load more