Dude taking the elevator from the second to the third floor did not appreciate my "legs broken?" comment

Far be it from me to say something positive about food in London, but the salads at Thai places (Kolae and Som Saa) are otherworldly.

So you can just watch animals scrap in London? Amazing.

That kind of person who goes to the prime meridian to stand in the corrected spot

Not Allbirds fly... Bad things tend to happen to small stocks that soar

S&P 500 constituents within 5% of 52w highs that haven’t had one in 50 sessions. This is basically your bull case: quite a few heavyweights here that have spent a long time consolidating.

Five-session inflows into #$QQQ strongest since October, topping $6.5 billion

Berkshire and Walmart have typically had a similar “shape” of relative performance vs the S&P 500. Nov-Feb was easily the biggest divorce in past 5 years. #$BRK #$WMT

You’ve heard of circular AI deals. Now we have circular xAI EV deals. sherwood.news/tech/tesla-s... #$TSLA by @rani.bsky.social

For the market as a whole 48.45 million call options traded yesterday - highest total in 2026 and 7th highest one day total ever

I am seeing a narrative that the scarcity of compute is what’s buoying software stocks because it implies those companies won’t be disrupted as quickly, which goes to show the extreme lengths folks will go to use narratives to rationalize what could otherwise just be explained by positioning.

Oracle poised for its best week since its $455 billion RPO announcement in September #$ORCL

INBOX: From: The New York Times Subject: The Morning: Your dog is dumb “At least I never called it the North American Treaty Organization” -Twain

Only 2 sessions since 1990 with fewer S&P 500 constituents at 52w highs when the benchmark index closed at a record than yesterday: Nov 13, 2020 March 21, 2000

Great to meet @vkmacro.bsky.social yday. Really sharp and nice dude. You should be following and paying attention!

🎶old habits die screaming🎶

Anthropic compute shortage the most bullish thing that's happened in AI for a while bc it's associated with <end-user demand> not hyperscaler arms race

Getting in some very late #Survivor thoughts... www.tumblr.com/survivor-edg...

Allbirds, the AI compute infrastructure solutions provider?

NewBird pivoting to terabytes Sell your broken shoes and choose AI All your life You were only waiting to give fools a chance to buy #$BIRD

Long Island Iced Allbirds

#$MS RoE in Q1 was 21%, highest since Q2 2007. Over 2004-2007, average RoE was 19%. Really incredible acceleration in returns over the past few years.

at least wait until monday scott

The 10-session surge in AI stocks off the March 30 lows is a smidge off their best performance ever during this boom

The bottom, FTR

Big day for a certain retail-oriented brokerage sherwood.news/markets/robi... #$HOOD

Now this is a headline

UK slop bowl establishments have already figured out a proteinmaxxing hack that US ones really need to get wise to: edamamemaxxing

Equity markets hearing about $286 physical price of oil per barrel

HSBC CEO Georges Elhedery said he’s seen the all-in price of oil reach as high as $286, for a barrel received by Sri Lanka, during the war sherwood.news/markets/hsbc...

Bloom and Credo both +15% (for reasons) is some serious September energy #$BE #$CRDO

Mythos: Often correct, never in doubt

Lot of beautiful beaches along the Thames. Very reminiscent of the East River.

Trading banks off their ficc results gives like homecoming king voting vibes. I will not be taking questions at this time.

You gotta laugh: The month media stories about private credit mooned is the same month that #$BIZD posted its first positive price return since November sherwood.news/markets/what...

People just driving in the wrong side of the car and stuff

First back-to-back weekly gains of >3% for the S&P 500 since the start of the bull market in October 2022 #$SPY

TFW you're thrilled to be outside

everyone dumb on the internet is QT-ing this and i don't want to be left out

Okay now he’s gone too far

You call that a bounce?!?!? #$PLTR

reminder that the narrow breadth market is the safer market

Me after blowing on the N64 and booting up Mario Kart

Meanwhile the blue collar everyman Stephen Poloz slunk off to hawk crypto or something

US stocks rebounding vigorously from an Oval Office-induced shock heading into Q1 earnings season... ...it’s déjà vu all over again sherwood.news/markets/q1-e...

Wall Street CEOs reportedly “summoned” to DC by Scott Bessent and Jay Powell to discuss AI cyber risks after Anthropic’s warning sherwood.news/markets/scot...

Wonder if the AI calculus becomes “12% productivity gains per employee with the tail risk of the entire organization going under for a week if Ralph is the victim of a convincing prompt injection and inadvertently sends out internal info to malicious actors” www.bloomberg.com/news/article...

I do share real time trade ideas on WhatsApp but mainly kicking around stuff with pals, and definitely not at this link so yeah don't do this

Disturbing how many Getty Images of teeter totters are kids playing them in fckin war zones

Software #$IGV and semis #$SMH are the most negatively correlated ever (based on 63-day correlation of daily excess returns vs #$SPY)