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eigenrobot's profile
eigenrobot
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eigenrobot
@eigenrobot

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eigenrobot

@eigenrobot

robot. friend.

eigenrobot.substack.com
Joined July 2013

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    1. Liminal Warmth  ❤ ( 📜, 📜)‏ @liminal_warmth 8 Jun 2020

      I'm kind of astounded how quickly the market recovered from a pandemic dip in the middle of all this unrest wtf is going on

      18 replies 0 retweets 46 likes
    2. eigenrobot‏ @eigenrobot 8 Jun 2020
      Replying to @liminal_warmth

      really hard to say can tell a half dozen different stories none of which are mutually contradictory definitely is a bit unsettling tho

      5 replies 0 retweets 22 likes
    3. Bharath Reddy‏ @seyrup 8 Jun 2020
      Replying to @eigenrobot @liminal_warmth

      Wasn't it because of all the money that got injected into the system by the government?

      1 reply 0 retweets 4 likes
    4. eigenrobot‏ @eigenrobot 8 Jun 2020
      Replying to @seyrup @liminal_warmth

      Well yes and no

      1 reply 0 retweets 1 like
    5. Bharath Reddy‏ @seyrup 8 Jun 2020
      Replying to @eigenrobot @liminal_warmth

      Any articles to explain that? I'm sure it would really cumbersome to explain that in Twitter format.

      1 reply 0 retweets 2 likes
      eigenrobot‏ @eigenrobot 8 Jun 2020
      Replying to @seyrup @liminal_warmth

      i cant even read!!!! naw i think my model is that the Fed intervention was necessary to prevent a total meltdown, but not sufficient and there are enough other weird things going on that im even more reluctant to pin this on anything than i usually am

      10:56 AM - 8 Jun 2020
      • 2 Likes
      • ᴜɴᴋɴᴏᴡɴQᴜᴀɴᴛɪᴛʏ Liminal Warmth ❤ (📜,📜)
      2 replies 0 retweets 2 likes
        1. Bharath Reddy‏ @seyrup 8 Jun 2020
          Replying to @eigenrobot @liminal_warmth

          Hmm... I feel like there's something missing from this narrative. There's something that has happened that we don't entirely know about... Yet...

          0 replies 0 retweets 1 like
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        2. Steven Godofsky‏ @sgodofsk 8 Jun 2020
          Replying to @eigenrobot @seyrup @liminal_warmth

          The fed prevented a wave of bankruptcies with the promise of bond purchases, that's probably 50-60% of the story, low rates maybe another 10%? (having to wait a while for income is NBD with rates that low) the rest...idk

          1 reply 0 retweets 4 likes
        3. Steven Godofsky‏ @sgodofsk 8 Jun 2020
          Replying to @sgodofsk @eigenrobot and

          supporting bankrupcty being part of the story is the outperformance of large cap over mid and small cap

          1 reply 0 retweets 3 likes
        4. Show replies

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