itscorrekt

Wrote something for Derive 📱 https://x.com/i/status/2048668284678287570

On Negotiations in Pakistan Personally I have never known a bully to call truce at the negotiating table. Bullies only concede when they are down on the ground, bloodied-nose and staring defeat in the face and I don't think this administration is not near there, yet. Geopolitics are unpredictable but bullies everywhere act the same way. Every single time. https://www.channelnewsasia.com/world/jd-vance-us-iran-war-talks-nuclear-weapons-programme-6051341

Mapping the Chokepoints With Yemen joining the conflict, here is a visual analysis of the situation in the region and its implication on global trade routes 📱 https://x.com/itscorrekt/status/2038080128207774004?s=20

🛢 On Oil and Gold: Looking back in History 📱 https://x.com/itscorrekt/status/2037335388361306618?s=20

🇺🇸 Caught between a rock and a hard place #MAGA

❓ The Curious Case of Gold 📱 https://x.com/itscorrekt/status/2035672637180133466?s=20

🇨🇳 vs 🇺🇸 Quietly and slowly but surely..... 📱 https://x.com/i/status/2035570381822783855

💸 On STRC 📱 https://x.com/itscorrekt/status/2033183615908290680?s=20

Usually not a fan but this is beautifully written. Style is a little exaggerated but tons of gems within this opinion piece. 📱 https://x.com/dgt10011/status/2031757205888762205

On Credit Conditions 📱 https://x.com/itscorrekt/status/2031665414665879902?s=20

🤡 The Sneetches 📱 https://x.com/itscorrekt/status/2031556707420377163?s=20

..... All the rest of that day, on those wild screaming beaches,
The Fix-it-Up Chappie kept fixing up Sneetches.
Off again! On again! 

In again! Out again!
Through the machines they raced round and about again,
Changing their stars every minute or two.
They kept paying money. They kept running through
Until neither the Plain nor the Star-Bellies knew
Whether this one was that one...or that one was this one
Or which one was what one...or what one was who.
Then, when every last cent
Of their money was spent,
The Fix-it-Up Chappie packed up
And he went.

And he laughed as he drove
In his car up the beach,
"They never will learn.
No. You can't teach a Sneetch!" .....

🧠 On a potential agentic economy 📱 https://x.com/itscorrekt/status/2031031848873374188?s=20

🛢 On Surging Energy Prices 📱 https://x.com/itscorrekt/status/2030835457605669338?s=20

This has peak NFT mania vibes and it's not a good thing I think. https://x.com/i/status/2029663672411267219

☢️ On Uranium OTM Put 📱 https://x.com/itscorrekt/status/2029072567462707654?s=20

🛢️ + 🇮🇷 + 🤖 = 🇰🇷 💥 Here is a good take on the Kospi plunge 📱 https://x.com/itscorrekt/status/2029057829085298764?s=20

A quick Vol Market Update 📱 https://x.com/itscorrekt/status/2027916707298480136?s=20

Pentagon outcasts Anthropic and OpenAI snuck in US and Israel then bombed Iran to reignite the ME wars But this is arguably the most bearish news I saw in X today: https://x.com/itscorrekt/status/2027678607469051965?s=20

Some thoughts on the on-going AI apocalypse debate 📱 https://x.com/itscorrekt/status/2026502054114636072?s=20 #AI

Some Thoughts It has been a long while since the last update on the channel. Been busy with work and going down the AI rabbit hole. I think something has fundamentally changed with the way market information (tradfi and crypto) gets consumed and processed with this Cambrian explosion of AI. The breadth, speed and quality of information put out on platforms like X have improved tremendously. Even some of the AI bots spewing out content online have been of high quality and relevance. As such, I think the existing format of the channel does not add any more value and there is no point in continuing it in its current form. It will be a waste of your time and mine. It is still of deep interest to me to educate, think and write about the markets. Even in the coming era of AGI or even ASI, original thought and human curation of select topics will still be of value. Just need to figure out the appropriate way to do it. Meanwhile I will still be updating the channel and X occasionally with longer-form content or links to gems I find online. I think there is going to be a sea change in the way we understand and trade the markets and AI stands in the middle of that revolution. Now is the time to prepare for it. I suggest you do the same. As usual, I hope you have a great day ahead and stay safe out there. Cheers.