Pegasus ✓

@PegasusFund · joined 23 Sep 2023

L/S. Independent thinking. Nothing I say is investment advice.

238 553Followers

525Following

4 552Posts total

345.5KViews on collected posts

Последние посты

Pegasus ✓@PegasusFund2 Sep

Some of the best evidence you will ever see that interest rates are too low 10K views · 53 likes · 2 reposts · 8 replies Open on X →

Pegasus ✓@PegasusFund2 Sep

XLF & XLY 4 week puts have breakevens of around 2.5%. Seems like way too cheap a hedge for a hike or $100 WTI. Straightforward way to isolate the economy away from AI concentration in the indexes. Don’t have to deal with NVDA’s low multiple. Positioning not too offsides either. 7.9K views · 37 likes · 2 reposts · 3 replies Open on X →

Pegasus ✓@PegasusFund2 Sep

The government spends a deficit to stimulate the economy. It spends a large deficit to stimulate enough to reshape the economy, which provides attractive returns to risk assets. Not spending excessively makes bonds attractive and brings the entire frontier’s returns inward. 8K views · 21 likes · 3 reposts · 1 replies Open on X →

Pegasus ✓@PegasusFund31 Aug

Terrible idea 50.1K views · 94 likes · 3 reposts · 14 replies Open on X →

Pegasus ✓@PegasusFund28 Aug

GTA6 seems to have passed every smell test. Gut says don’t make it complicated and TTWO probably works through and after the launch. Not a hot take whatsoever 42.6K views · 89 likes · 1 reposts · 12 replies Open on X →

Pegasus ✓@PegasusFund24 Jul

@PegasusFund thanks man. appreciate it. always appreciate a flying horse's thoughts 22 views · 1 likes · 0 reposts · 0 replies Open on X →

Pegasus ✓@PegasusFund22 Jul

@PegasusFund You da man Pegasus! 180 views · 1 likes · 0 reposts · 0 replies Open on X →

Pegasus ✓@PegasusFund20 Jul

@PegasusFund Excellent 3.4K views · 2 likes · 0 reposts · 1 replies Open on X →

Pegasus ✓@PegasusFund19 Jul

I decided to start a Substack to share more of what I see as under-served, independent thinking. I'll be doing things a bit differently on here, with a lot more my thoughts, my analysis, and its implications on substack. Here is my manifesto: https://t.co/YzwO45Od4i 223.4K views · 367 likes · 16 reposts · 7 replies Open on X →

На фоне аккаунтов своего размера

5 постов за последние 90 дней рядом с диапазоном 100K–1M подписчиков. показывается широко, но откликается мало кто.

Медианные просмотры9 973этот аккаунт5 983медиана для 100K–1M

Охват, %4.18%этот аккаунт1.49%медиана для 100K–1M

Вовлечённость, %0.31%этот аккаунт0.93%медиана для 100K–1M

Показатель	Этот аккаунт	Медиана для 100K–1M	Отношение
Медианные просмотры на пост	9 973	5 983	1.67×
Охват (просмотры ÷ подписчики)	4.18%	1.49%	2.81×
Вовлечённость	0.31%	0.93%	0.34×

Другие в этом диапазоне → Сравнить с другим аккаунтом → Как считаются эти ориентиры →

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

223.4K19 Jul

3.4K20 Jul

18022 Jul

2224 Jul

42.6K28 Aug

50.1K31 Aug

8K2 Sep

7.9K

10K

Last 9 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.

Engagement rate per post

0.18%19 Jul

0.09%20 Jul

0.56%22 Jul

4.55%24 Jul

0.24%28 Aug

0.23%31 Aug

0.31%2 Sep

0.53%

0.63%

Reactions — likes, reposts, replies and quotes — divided by views. Median for 100K–1M accounts is 0.93%.

What the audience does

Likes55.8%665 in total

Reposts2.3%27 in total

Replies3.9%46 in total

Quotes1.0%12 in total

Bookmarks37.0%441 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.

Последние посты

На фоне аккаунтов своего размера

Growth & engagement

Views per post

Engagement rate per post

What the audience does

Похожие аккаунты