Discover and read the best of Twitter Threads about #Hedgefunds
Most recents (16)
1/ Many multinational corporations (MNCs) such as @Apple, @Starbucks, @amazon, @Walmart, and @Uber are now collecting funds from their large customer bases through digital payment options, much like a bank.
@Apple @Starbucks @amazon @Walmart @Uber 2/ However, unlike traditional banks, these companies often have limited regulations and offer little to no interest payments on the funds they hold. This means that users' money may not be working as hard as it could be.
1/ - @Uniswap's iOS wallet is back on the iOS AppStore! @PhotonsHedge investors can now use UniSwap's mobile wallet to trade and track their digital assets on the go.
A thread🧵
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A thread🧵
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@Uniswap 2/ - @Uniswap's iOS wallet enables users to maintain full control of their assets, send and receive ERC20 tokens, and get notified when transactions complete. Users can seamlessly swap on Mainnet, @Polygon, @Arbitrium, and @optimismFND.
@Uniswap @Polygon @Arbitrium @optimismFND 3/ - At @PhotonsHedge, we highly recommend trying out @Uniswap's mobile wallet! It's safe and secure, open sourced, and developed by the most trusted team in DeFi. The project also has one of the best audit ratings around!
1/ Meme coins like @pepecoineth have become a hot topic in the crypto world, but investors need to be aware of the potential dangers.
With suspicious whale activity and low liquidity, the risk of a pump-and-dump scenario is high.
A Thread 🧵👇👇👇
With suspicious whale activity and low liquidity, the risk of a pump-and-dump scenario is high.
A Thread 🧵👇👇👇
@pepecoineth 2/ The recent 900% rally in PEPE coin is impressive, but the fact that whales own 7% of the total supply is a red flag. If they decide to sell, the token's value could plummet, causing significant losses for investors.
@pepecoineth 3/ The lack of liquidity in PEPE coin further adds to the risk. The whales' holdings make up a significant portion of the total liquidity, which means that even a small sell-off could cause the token's value to plummet.
1/ AI is already impacting the financial industry in a big way, and the same goes for hedge funds. It has the potential to provide insights that are not possible with human analysis, making it an essential tool for the hedge fund industry.
A Thread 🧵
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A Thread 🧵
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2/ Hedge funds can use AI to identify patterns and make predictions that were not possible before. This is important in a market where every second counts, and a slight edge can make all the difference. #DataScience #MachineLearning #HedgeFunds @KirkDBorne
@KirkDBorne 3/ One of the ways Photons Hedge is leveraging AI is by using natural language processing to analyze news and social media sentiment. This helps the fund to understand how the market is reacting to news and events, enabling them to make better-informed trades. #SentimentAnalysis
Una cronología del 2do colapso bancario más grande en la historia de EEUU. Las redes están a full con publicaciones sobre #SiliconValleyBank, y la historia es difícil de seguir. Acá un hilo 🧵con un poquito de research para intentar entender mejor cómo se llegó a esta situación 
El miércoles pasado, Silicon Valley Bank $SIVB tenía $212 billones en activos y una capitalización de mercado de $16bn. 48 horas después, el banco quebró. ¿CÓMO SE LLEGÓ HASTA ESTA SITUACIÓN CRÍTICA?
La raíz del problema empezó en 2021 cuando las firmas, mayoría #startups respaldadas por #venturecapital, recaudaron $330bn (el doble que el año anterior). Todo esto en un mundo en donde sobraba liquidez, con Fed fund rates de 0,25 %, T-Bonds a 10 años al 1% e inflación de 1,4%
1/n
¿Cómo terminó el portafolio de los principales Hedge Fund en Q3?
👉 Vamos con un nuevo 🧵 de los SEC Form 13F actualizados al 30 de septiembre 2022 @HyenukChu @AndrehernndzSTA
#EducacionFinanciera #trading #hedgefunds
¿Cómo terminó el portafolio de los principales Hedge Fund en Q3?
👉 Vamos con un nuevo 🧵 de los SEC Form 13F actualizados al 30 de septiembre 2022 @HyenukChu @AndrehernndzSTA
#EducacionFinanciera #trading #hedgefunds
2/n
Warren Buffett – Berkshire Hathaway TOP 5
1⃣ $AAPL 41.76%
2⃣ $BAC 10.30%
3⃣ $CVX 8.02%
4⃣ $KO 7.57%
5⃣ $AXP 6.91%
...
🔟 $TSM 1.39% 👀📊
🟢 TOP Compras $TSM $OXY $PARA $LPX $CVX
🔴 TOP Ventas $USB $BK $ATVI $STOR $GM $KR
Warren Buffett – Berkshire Hathaway TOP 5
1⃣ $AAPL 41.76%
2⃣ $BAC 10.30%
3⃣ $CVX 8.02%
4⃣ $KO 7.57%
5⃣ $AXP 6.91%
...
🔟 $TSM 1.39% 👀📊
🟢 TOP Compras $TSM $OXY $PARA $LPX $CVX
🔴 TOP Ventas $USB $BK $ATVI $STOR $GM $KR
3/n
Charlie Munger – Daily Journal Corporation TOP 5
1⃣ $BAC 42.49%
2⃣ $WFC 39.16%
3⃣ $BABA 14.68%
4⃣ $USB 3.45%
5⃣ $PKX 0.22%
👉 Sin cambios el último trimestre
Charlie Munger – Daily Journal Corporation TOP 5
1⃣ $BAC 42.49%
2⃣ $WFC 39.16%
3⃣ $BABA 14.68%
4⃣ $USB 3.45%
5⃣ $PKX 0.22%
👉 Sin cambios el último trimestre
1/n
Vamos con un resumen de los 13F presentados por los Hedge Funds en el último trimestre
¿Cómo terminó su portafolio? Momento de un nuevo 🧵 @HyenukChu @AndrehernndzSTA
#EducacionFinanciera #trading #hedgefunds
Vamos con un resumen de los 13F presentados por los Hedge Funds en el último trimestre
¿Cómo terminó su portafolio? Momento de un nuevo 🧵 @HyenukChu @AndrehernndzSTA
#EducacionFinanciera #trading #hedgefunds
2/n
Warren Buffett – Berkshire Hathaway TOP 5
1⃣ $AAPL 40.76% (+0.44%)
2⃣ $BAC 10.48%
3⃣ $KO 8.38%
4⃣ $CVX 7.79% (+1.42%)
5⃣ $AXP 7.00%
🟢 TOP Compras $ALLY $OXY $CE $PARA $ATVI $AAPL
🔴 TOP Ventas $VZ $RPRX $STOR $GM
Warren Buffett – Berkshire Hathaway TOP 5
1⃣ $AAPL 40.76% (+0.44%)
2⃣ $BAC 10.48%
3⃣ $KO 8.38%
4⃣ $CVX 7.79% (+1.42%)
5⃣ $AXP 7.00%
🟢 TOP Compras $ALLY $OXY $CE $PARA $ATVI $AAPL
🔴 TOP Ventas $VZ $RPRX $STOR $GM
3/n
Charlie Munger – Daily Journal Corporation TOP 5
1⃣ $BAC 40.93%
2⃣ $WFC 35.64%
3⃣ $BABA 19.50%
4⃣ $USB 3.68%
5⃣ $PKX 0.25%
Sin cambios este trimestre
Charlie Munger – Daily Journal Corporation TOP 5
1⃣ $BAC 40.93%
2⃣ $WFC 35.64%
3⃣ $BABA 19.50%
4⃣ $USB 3.68%
5⃣ $PKX 0.25%
Sin cambios este trimestre
🚨 Check out this @TwitterSpaces on credit insights hosted by @profplum99 (Mike Green) with @Volatilysmile
👇🏽
Esp timely with iTraxx hitting 2 day tightening next to Covid levels when Fed started Corporate Asset purchase peogram.
#credit #swaps #bonds #defaults #CDS
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Esp timely with iTraxx hitting 2 day tightening next to Covid levels when Fed started Corporate Asset purchase peogram.
#credit #swaps #bonds #defaults #CDS
🔥 iTraxx ramp
Real possibility of idiosyncratic risk for specific cos exposed to specific factors 👇
#credit #swaps #bonds #defaults #CDS #leveredloans #hedgefunds #pods #creditfunds
Real possibility of idiosyncratic risk for specific cos exposed to specific factors 👇
#credit #swaps #bonds #defaults #CDS #leveredloans #hedgefunds #pods #creditfunds
I received bunch of DMs about iTraxx.
For understanding the same, please check out this link:
ihsmarkit.com/products/marki…
iTraxx indices are a family of European, Asian and emerging market tradable credit default swap indices.
#credit #swaps #bonds #defaults #CDS #leveredloans
For understanding the same, please check out this link:
ihsmarkit.com/products/marki…
iTraxx indices are a family of European, Asian and emerging market tradable credit default swap indices.
#credit #swaps #bonds #defaults #CDS #leveredloans
I have been in crypto since 2018 and I will list what's wrong with #crypto in #macro sense and how to fix them in this thread to start a decent, honest conversation. I wish to offend none. Here I go!
#1 Crypto is a hedge against #wallstreet #china - false. If #FED or #Xi tinkers with their toys, #crypto hurts bad! Crypto is massively dependent on #Hedgefunds and Wall Street & Chinese actions. So this is a fail for crypto's primary object -- freedom!
#2 BTC is controlled by big money and $USDT - as long as BTC maxis are in charge and $USDT is the safe refuge, crypto is broken! Crypto fails the second objective -- decentralization from monopolistic actions.
“Taking Back Control!”
So what was that all about?
A few tycoons and Old Etonians getting more control over the rest of us?
Hedge funders escaping higher EU taxes?
Foreign corporations given the freedom to asset-strip the UK?
Let’s take a look.
1/-
#Brexit
#TakeBackControl
So what was that all about?
A few tycoons and Old Etonians getting more control over the rest of us?
Hedge funders escaping higher EU taxes?
Foreign corporations given the freedom to asset-strip the UK?
Let’s take a look.
1/-
#Brexit
#TakeBackControl
04 MAR 2019
Now the UK is flying solo, its companies have low valuations, becoming rich pickings for foreign owned vulture funds.
“For the average firm, Brexit is associated with a value loss of 16.4 per cent against a hypothetical no-Brexit scenario.”
blogs.lse.ac.uk/brexit/2019/03…
2/
Now the UK is flying solo, its companies have low valuations, becoming rich pickings for foreign owned vulture funds.
“For the average firm, Brexit is associated with a value loss of 16.4 per cent against a hypothetical no-Brexit scenario.”
blogs.lse.ac.uk/brexit/2019/03…
2/
08 OCT 2019
UK companies are weighed down by additional red-tape which makes it difficult to compete unless they move to an EU base.
accountex.co.uk/insight/2019/1…
3/-
#Brexit
#RedTape
#LosingControl
UK companies are weighed down by additional red-tape which makes it difficult to compete unless they move to an EU base.
accountex.co.uk/insight/2019/1…
3/-
#Brexit
#RedTape
#LosingControl
Vamos a recapitular el terremoto que ha sacudido Wall Street esta semana: el fenómeno #GameStop y la batalla de los inversores minoristas de Reddit contra el Goliat de los grandes fondos de inversión bajistas
Lo estamos siguiendo en @EFEnoticias @EFEUSA
ABRO HILO 🧵🔽
Lo estamos siguiendo en @EFEnoticias @EFEUSA
ABRO HILO 🧵🔽
1⃣El lunes se dispara GameStop. Son los foreros de #WallStreetBets, en Reddit, que compran frenéticamente acciones de esta tienda de videojuegos en las últimas para trolear a los fondos de inversión que apostaban por la caída de su valor
efe.com/efe/america/ec…
efe.com/efe/america/ec…
2⃣La fulgurante subida de GameStop, que comenzó el año en apenas 17 dólares y en ese momento llega a los 160, obliga a la Bolsa de Nueva York a paralizar su cotización -una herramienta para hacer frente a la volatilidad- hasta nueve veces durante la jornada
Volatility continues with $gme and $amc in the popular uprising against #hedgefunds that shorted these #stonks. Both Game Stop & AMC plummeted after some retail traders were locked out.
Best explanation I’ve seen. Author unknown.
I don''t have hard numbers, which is why I used the word some. It appears to be almost all retail investors, depending on platform. Allowing large funds to sell off at a high price while smaller investors are completely locked out will only make the disparities worse.
Where are you in your IBOR Transition plans?
Our latest piece to help Fund Managers familiarize themselves with the transition away from IBOR and ISDA’s Fallbacks Protocol.
hedgelegal.com/isda-ibor-fall…
Our latest piece to help Fund Managers familiarize themselves with the transition away from IBOR and ISDA’s Fallbacks Protocol.
hedgelegal.com/isda-ibor-fall…
Key Highlights:
1. The financial world is moving on from IBOR - expected end date is end of 2021.
2. ISDA has announced its market-wide approach to the transition, which will be implemented via the (1) ISDA Fallbacks Supplement and (2) ISDA Fallbacks Protocol.
1. The financial world is moving on from IBOR - expected end date is end of 2021.
2. ISDA has announced its market-wide approach to the transition, which will be implemented via the (1) ISDA Fallbacks Supplement and (2) ISDA Fallbacks Protocol.
3. The ISDA Fallbacks Supplement applies and covers all transactions entered into after January 25th, 2021 that reference the 2006 ISDA Definitions.
4. The ISDA Fallbacks Protocol, effective January 25th, 2021 is a means for users of derivatives to amend agreements across all...
4. The ISDA Fallbacks Protocol, effective January 25th, 2021 is a means for users of derivatives to amend agreements across all...
You man the guys who led us over the cliff in 2008 and who helped set us up to be uniquely vulnerable to the outbreak this time around, in cahoots with idiots at the #centralbanks and finance ministries of the world? 1/2
#RishiSunak #banks #hedgefunds #coronavirus
#RishiSunak #banks #hedgefunds #coronavirus
How about asking people who run and own actual productive businesses - #entrepreneurs and the like: people who spend their lives organizing scarce resources as efficiently as possible in the face of chronic uncertainty and at high personal risk? 2/x
#coronavirus #exitstrategy
#coronavirus #exitstrategy
*_"mean"
Largely because (a) the injections functioned differently last time as it was primarily a financial seizure, not a real one; (c) the real assets which did deflate -RE- are the very ones which have since most risen in price (“inflated”); (d) intl division of labour then undamaged
Somewhat risible to say no fiscal response last time, even if this one is shaping up to dwarf it. That’s just #Keynesian dinosaurs trying to say only their Master’s nostrums can work.
Worry is, we redo the 30s: lacklustre growth as too big a Boondoggle state exploiting its edge.
Worry is, we redo the 30s: lacklustre growth as too big a Boondoggle state exploiting its edge.
The state runs only the softest of soft budgets, is the most wasteful, least productive, most monolithic, least innovative of spenders. Backed up by a compliant #centralbank -monetary ‘authority’ is now a joke!- that implies lots of (misdirected) demand for not much extra supply
Vote for #Farage and get this. This man is Crispin Odey. He bankrolled #VoteLeave and made 220m when leave won by shorting the pound. Farage helped the markets to fluctuate when he 'conceded' the referendum early. You are being used to fill their pockets. #BrexitParty #EUElection
Odey also has links to Rees-Mogg. He helped Jacob set up his hedge fund, and also helped towards his election costs. They are all in this together, they pretend to care about the working-class, but in truth they are exploiting us to make more money. ft.com/content/a42110…
Thank you to everyone that has RT this so far, please keep sharing it, it may help some people change their minds about the #EUElections2019
channel4.com/press/news/bre…
channel4.com/press/news/bre…
