🔥The 9th Round of Easy Loan, Earn $40 Reward is in progress❗️ ⏰ Promotion Period: January 15th - Feburary 15th, 2025 👉 Register now and check more details at gate.io/campaigns/358

“When a situation feels dangerous to you, it's probably more safe than you know; when a situation feels safe, that is precisely when you should feel on guard.” ― Tom Vanderbilt, "Traffic: Why We Drive the Way We Do and What It Says About Us"

Significant deceleration in the 2 year growth stack in aggregated BAML credit card data. Delta, random variation, Child Tax Credit timing, pay cycle?

There is $600 billion in pent-up travel demand per ERP.

Counterintuitive fact from the same ERP report on travel: “Compared to pre-Pandemic levels, people in states with the highest vaccination rates are logging 15% less time in transit hubs. Those in states with the lowest vaccination rates are spending 20% more time in transit.”

“Delta/COVID is the most important topic right now in the market for the exact reason that not EVERYONE agrees that it’s the most important topic.” - BF at BofA Interesting take.

The tail really does wag the dog these days. At both the index level and often the single stock level.

“Find the freight trains and get on them.” From TP at GS.

Hedge Fund net exposure to MS reopening baskets (MSXXOPN2, MSXXREOP, MSXXLEIS) is down to the 2nd %-tile over the past 12 months. - TW at MS

Excited to be an investor in WEKA Q3: Larger than entire FY21 255 percent net dollar retention (NDR) 250 percent attainment against its Q3 financial plan 635 percent total contract value (TCV) growth 232 percent annualized run rate (ARR) growth weka.io/press-releases…

WEKA vs. AWS Lustre: “WEKA provided comparable or superior usability and outperformed FSx for Lustre at similar capacities by up to 300%. On some tests, WekaFS IO latency was less than 30% that of FSx for Lustre. Mature and easily deployed in AWS.” research.gigaom.com/report/cloud-p…