In 1996 ben ik begonnen met beleggen. Sinds 2003 ben ik actief in het verhandelen van derivaten zoals o.a. Index Futures.
Groningen, Nederland
Joined December 2014
- Tweets12.3K
- Following858
- Followers390
- Likes129K
TradeHunter retweeted
Hedge Fund CIO: "By The Time These Things Are Glaringly Obvious, It's Too Late, Checkmate" zerohedge.com/markets/hedge-…
TradeHunter retweeted
Breaking: Michael Burry says the market is "within 0-9 months of a significant top"
Most of his short book consist of:
• Nasdaq 100 $QQQ puts
• Semiconductor ETF $SMH puts
Both positions expire in Spring 2027 and are 20% out of the money
Burry remains short $ORCL, $MET, $CAT, $PLTR and claims "This last few months of the bull could be wild," per his Substack
TradeHunter retweeted
TINA is dead.
For years, investors were told there was no alternative to stocks.
Today, 30-year inflation-protected Treasury bonds offer a 3.37% yield ABOVE inflation, the highest real yield in over 20 years.
There is an alternative now.
Video: youtube.com/watch?v=5LUZatUE…
TradeHunter retweeted
The AI boom is becoming a debt boom and credit markets are getting nervous. Oracle’s 5y CDS trades near a record 261bps, implying a 20.4% default probability. SpaceX: 16.5%. Even Nvidia: >7%. AI-related borrowers have issued nearly $500bn of debt this year, Bloomberg reports. The question: how much future AI revenue is already being spent?
TradeHunter retweeted
There is no other possible rational explanation for Trump making this announcement (again) than to directly affect markets
Trump Declares He Won't Attack Iran Before Midterm Elections, Oil Plunges zerohedge.com/geopolitical/i…
TradeHunter retweeted
AI-related employment is surging:
AI-linked roles have accounted for more than +750,000 new jobs created in the US since 2023, according to LinkedIn estimates.
This surge has been led by data annotators, with +282,000 new positions created, followed by data center jobs at +117,000, and AI engineers at +105,000.
As a result, these 3 categories have accounted for +504,000 new jobs.
AI-related positions also offer significantly higher pay, with a median salary of ~$180,000 on LinkedIn, compared to $80,000 across all jobs.
This comes as the rapid expansion of AI infrastructure, particularly the buildout of data centers, is driving stronger demand for labor.
The AI boom is reshaping the US job market.
TradeHunter retweeted
Good Morning from #Germany, where all listed stocks combined are now worth just 52% of Nvidia, a fresh relative low, down from roughly 9 times in 2020. All German stocks combined are worth <$3tn, vs $5.64tn for Nvidia alone. Germany’s stock market is missing the AI dream.
