@acardenasfx
Joined November 2009
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  • Followers35K
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El juego de la inversión es esperar adentro del mercado y dejar que el tiempo haga su trabajo capturando la convexidad positiva El juego del trading es esperar fuera del mercado y prevenir que el tiempo imponga su convexidad negativa
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Nick Timiraos
@NickTimiraosOct 22
Thursday's 10-year Treasury yield decline of 0.193 percentage point (to 4.952%) is the largest single day yield decline since March 10, 2023, which is the day Silicon Valley Bank failed.
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Forbes
@ForbesOct 22
Elon Musk took a step closer this week to greenlighting a deal in which his $2 trillion (market cap) rocketmaker SpaceX would acquire his $1.5 trillion (market cap) electric vehicle maker Tesla. Such a transaction would have immediate financial consequences for Musk. Read more: forbes.com/sites/mattdurot/2… 📸: Brendan Smialowski/AFP via Getty Images
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El sistema financiero cambió. Los nuevos rieles son con stablecoins y todo, absolutamente todo será tokenizado.
zerohedge
@zerohedgeOct 21
Stablecoins Move $400M An Hour, With 73% Of Volume Outside Banking Hours: Coinbase zerohedge.com/crypto/stablec…

Stablecoins Move $400M An Hour, With 73% Of Volume Outside Banking Hours: Coinbase

Coinbase reports growing adoption by banks and businesses, even as stablecoin market capitalization remains largely unchanged over the past year...

zerohedge.com
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Alberto Cárdenas CMT retweeted
Bloomberg
@businessOct 20
Elon Musk said SpaceX and Tesla have formed special committees to explore a potential merger, a preliminary step toward what would rank as the largest corporate tie-up of all time bloomberg.com/news/articles/…

Musk Says SpaceX, Tesla Have Formed Committees to Explore Merger

Elon Musk said SpaceX and Tesla Inc. have formed special committees to explore a potential merger, a preliminary step toward what would rank as the largest corporate tie-up of all time.

bloomberg.com
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TT3
@TradingThomas3Oct 20
$SPCX - Beat on everything Revenue: $14.58B vs. $12.87B est. (+13.3%) Adjusted EBITDA: $8.81B vs. $6.59B est. (+33.7%) Operating income: $2.79B vs. $2.24B est. (+24.6%) Space revenue: $1.77B vs. $1.43B est. (+23.8%) Connectivity revenue: $5.25B vs. $4.86B est. (+8.0%) CapEx: $19.59B vs. $19.6B est. (in line) Total costs & expenses: $11.78B vs. $11.23B est. (4.9% higher than expected)
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Thomas Thornton
@TommyThorntonOct 20
The Anthropic Iceberg
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Los numeros de SPCX me parecieron fantasticos
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Disfruten de Claude mientras dure...
Polymarket
@PolymarketOct 20
JUST IN: Anthropic recorded a staggering $80,000,000,000.00 net loss in the first half of 2026.
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Dios
@diostuiteroOct 18
¡Han detenido a la Pantera Rosa!
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Evan
@StockMKTNewzOct 18
This is what the New York Stock Exchange looked like this weekend
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Es posible que hoy haya colapsado otro fondo tech en los mercados. La estructura es similar a los días en que estaban liquidando las posiciones de Leopold Aschenbrenner. Lo sabremos la próxima semana.
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xitter.cf/zerohedge/status/21119…
zerohedge
@zerohedgeOct 18
UBS Trading Desk: This Week's Action Looks Very Similar To The Situational Awareness Unwind zerohedge.com/markets/ubs-tr…

UBS Trading Desk: This Week's Action Looks Very Similar To The Situational Awareness Unwind

AI/Momentum remains the epicenter, with sustained supply across Semis, Memory and AI infrastructure and virtually no meaningful buy-the-dip sponsorship...

zerohedge.com
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Alberto Cárdenas CMT retweeted
Eduardo Gavotti
@EduardoGavottiOct 17
Europe has fallen. But its leaders are all in denial.
IMPERATOR
@IMPERATORAUSOct 17
The barbarians are inside the gates.
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Steve Hanke
@steve_hankeOct 17
Today, THOUSANDS of Italians took to the streets of Milan to protest soaring fuel prices and low wages. THE PROTEST QUICKLY TURNED VIOLENT. Stay tuned.
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UK Report
@UK_REPTOct 17
NEW — 🇬🇧The British government will deliver a speech to the British people asking them to be prepared for war and to make sacrifices, said Sky News - the speech has not yet taken place.
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Kosher
@koshercockneyOct 17
Holy fucking shit. Paris right now, this evening. Police vehicles try to escape with destroyed tyres.
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Europa.com
@europaOct 17
🇫🇷 Footage from central Paris today amid intense rioting across France.
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Que locura, pero esto lo viene advirtiendo Dalio tambien para EEUU. Lo veo venir 2027, despues de las midterms. Lean a Peter Turchin y otros referentes. No se cree hasta que se ve.
MΛRC VIDΛL
@marcvidalOct 17
¿Hay algún patrón? ¿Quién está detrás? ¿Es espontáneo? ¿Seguirá expandiéndose? ¿Es un tema económico y social o es político? Francia → Bélgica → Italia → Albania → ¿?
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Alberto Cárdenas CMT retweeted
Super Thinking@Super_ThinkiingOct 17
You get what you focus on
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