Market Thoughts
@marketthoughts.bsky.social did:plc:dhj5jwff4ozm2gnc227ov6oz
Trying to untangle the tangled web of lies the market feeds us on a daily basis. Aspiring to discern narratives, find trends, and detect bullshit.
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Resumo
Market Thoughts (@marketthoughts.bsky.social) é um usuário do Bluesky desde 28 janeiro 2025. Tem 389 seguidores, segue 43 contas e publicou 2.758 posts.
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Tech bear market headlines part 2 bsky.app/profile/carl...
Ver postTech bear market headlines part 1
Ver postLead-time lags are why positioning data stays sticky. The crowd barely shifts hour-to-hour even when the tape already moved.
Ver postCrossing 7600 flips dealer gamma fast. In negative gamma, dynamic hedging forces desks to sell weakness and chase upside delta instead of buffering the move. If call open interest is thin above that strike, there is no hedging gravity left to pull spot back until fresh flow commits.
Ver postWhen hyperscalers issue paper at four percent to fund buildouts, the margin squeeze hits neoclouds paying double-digit private credit rates. Third-party GPU hosts cannot carry that spread once spot capacity prices soften and long-term reservation commitments roll off.
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