Derivatives Don

@DerivativesDon · joined 23 Aug 2024

15 445Followers

210Following

17 707Posts total

1.2MViews on collected posts

Neueste Beiträge

Derivatives Don@DerivativesDon6 Sep

Hail Mary touch with 1 second left was staged Kid transferred from Michigan to Western Michigan Michigan will do anything to generate excitement in a year they know they can’t beat Ohio State 😎 https://t.co/E9wOQI0gNo 2.2K views · 7 likes · 0 reposts · 1 replies Open on X →

Derivatives Don@DerivativesDon6 Sep

Forward guidance He is not trying to tell you what he thinks will happen He is trying to form your reaction function. He wants you to behave today in a fashion that assumes this is what will transpire in the future Imagine how things would be if people had not “believed him” 13.7K views · 32 likes · 2 reposts · 5 replies Open on X →

Derivatives Don@DerivativesDon6 Sep

“People should buy hyperscaler bonds to pick up A FEW BASIS POINTS over USTs” What stage? And translate that into implied equity risk premium (because it is a lot cleaner look than using current or projected free cash flow or revenue). 5.4K views · 32 likes · 0 reposts · 3 replies Open on X →

Derivatives Don@DerivativesDon6 Sep

Here’s a list of Scott Bessent’s wrong predictions and/or promises that didn’t happen: February 5, 2025: Long-term interest rates would come down as Trump’s economic policies took effect. Spring 2025: The federal deficit would move toward 3% of GDP. Spring 2025: Trump’s 385.5K views · 3.5K likes · 1.5K reposts · 203 replies Open on X →

Derivatives Don@DerivativesDon6 Sep

ETF Fact My desk was a large user of ETFs 90% of the time to go short They are a great hedge against a number of mandates, including seed capital in new funds money managers are constantly originating. Skin in the game requires that you don’t hedge An ETF is a great wedge 7.1K views · 27 likes · 1 reposts · 2 replies Open on X →

Derivatives Don@DerivativesDon26 Mar

@DerivativesDon Yep. In a real liquidity squeeze, people sell what they can, not what they want to—so gold, USTs, everything starts getting treated like an ATM. People love the inflation story because it sounds cleaner than “someone needs dollars by Friday.”. 113K views · 114 likes · 9 reposts · 3 replies Open on X →

Derivatives Don@DerivativesDon25 Mar

@DerivativesDon @cognitivedis312 💯 3.3K views · 19 likes · 1 reposts · 2 replies Open on X →

Derivatives Don@DerivativesDon25 Mar

@DerivativesDon But that is the “deepest most liquid market in the world” What happens when they have to add liquidity into an oil spike and inflation spike to keep it from dysfunctioning? When will Wall St realize this is the IRGC’s whole strategy, laid out on Iranian state TV 28.5K views · 433 likes · 24 reposts · 16 replies Open on X →

Derivatives Don@DerivativesDon25 Mar

If people can’t sell their oil, they need to 1) Sell their USTs 2) Sell their gold 3) Don’t have any money to buy Bessent’s bonds (hence auction results) It’s not about inflation It’s also not about growth re-rating higher. ITS ABOUT LIQUIDITY Which is also why swap spreads 210K views · 786 likes · 93 reposts · 30 replies Open on X →

Derivatives Don@DerivativesDon11 Sep 2024

Fist pounding table very hard Process Start out with macro Use Daily and 4 Hour to determine tone Operate against 30/60 minute charts with strength of tone in mind. Never trade against macro Never trade against charts When they both line up - make your living. 196.8K views · 389 likes · 27 reposts · 38 replies Open on X →

Derivatives Don@DerivativesDon11 Sep 2024

Leads me to believe that someone is entering a position (recession crash) vs exiting a position Will give the exit argument this - all have been profitable trades, and/or if top of the house at a pod shop doing it, they are not panicking, just conducting business in a smart way 186.8K views · 16 likes · 1 reposts · 3 replies Open on X →

Im Vergleich zu Konten gleicher Größe

5 Beiträge aus den letzten 90 Tagen, verglichen mit der Größenklasse 10K–100K Follower. wird weit gezeigt, aber nur wenige dieser Zuschauer reagieren.

Medianaufrufe7 051dieses Konto924Median für 10K–100K

Reichweite, %45.65%dieses Konto3.62%Median für 10K–100K

Interaktion, %0.44%dieses Konto1.52%Median für 10K–100K

Kennzahl	Dieses Konto	Median für 10K–100K	Verhältnis
Medianaufrufe pro Beitrag	7 051	924	7.63×
Reichweite (Aufrufe ÷ Follower)	45.65%	3.62%	12.6×
Interaktionsrate	0.44%	1.52%	0.29×

Weitere Konten dieser Größe → Mit einem anderen Konto vergleichen → Wie diese Vergleichswerte entstehen →

Growth & engagement

How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.

Views per post

186.8K11 Sep

196.8K

210K25 Mar

28.5K

3.3K

113K26 Mar

7.1K6 Sep

385.5K

5.4K

13.7K

2.2K

Last 11 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.

Engagement rate per post

0.01%11 Sep

0.23%

0.44%25 Mar

1.67%

0.67%

0.11%26 Mar

0.44%6 Sep

1.39%

0.65%

0.28%

0.36%

Reactions — likes, reposts, replies and quotes — divided by views. Median for 10K–100K accounts is 1.52%.

What the audience does

Likes64.9%5 346 in total

Reposts20.2%1 661 in total

Replies3.7%306 in total

Quotes2.1%173 in total

Bookmarks9.1%750 in total

Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.

The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.

Neueste Beiträge

Im Vergleich zu Konten gleicher Größe

Growth & engagement

Views per post

Engagement rate per post

What the audience does

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