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mlinsey's profile
Mark Linsey
Mark Linsey
Mark Linsey
@mlinsey

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Mark Linsey

@mlinsey

New York, NY
Joined March 2007

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    1.  🤷🏻‍♀️‏ @DanielleFong 8 Apr 2020

      Whoever is driving the market moves tried something a little different today. They reserved their ammo for the end. Yes it got the numbers up, but the volumes are anemic. They're only fooling themselves! Kerbal Space Program Lesson #1: You can't fly a brick!pic.twitter.com/4yCxvZTRSV

      2 replies 0 retweets 14 likes
    2. Tarun Kathuria‏ @TarunKathuria94 8 Apr 2020
      Replying to @DanielleFong

      Extremely strange-In less than 5 mins, about $2bil worth of SPY was purchased.Maybe I'm ignorant but how many institutions have 2 bil to throw on one trade. Berkshire?Coalitions of hedge funds? The bigger question is why are MMs trying to prop markets so far beyond fundamentals.

      1 reply 0 retweets 2 likes
    3. SanDiegoAnalyst‏ @SanDiegoAnalyst 8 Apr 2020
      Replying to @TarunKathuria94 @DanielleFong

      It’s not too crazy. My firm has a quarter trillion and we are small. A rebalance of 3% back to equity from an average 60/40 portfolio would lead to perhaps 1% moving into SPY/IVV/VOO and there’s an arrangement for average price for the day. So custodian/MM might be short $1B EOD

      1 reply 0 retweets 3 likes
    4. SanDiegoAnalyst‏ @SanDiegoAnalyst 8 Apr 2020
      Replying to @SanDiegoAnalyst @TarunKathuria94 @DanielleFong

      By short I mean shy of the amount needed to fulfill the order.

      2 replies 0 retweets 2 likes
    5.  🤷🏻‍♀️‏ @DanielleFong 8 Apr 2020
      Replying to @SanDiegoAnalyst @TarunKathuria94

      i mean, what are people thinking? mean reversion needs to be significantly reimagined when you have a situation getting 2x worse every 5.4 days! at this rate the US will have 20 million cases in one month.

      2 replies 1 retweet 3 likes
    6. Mark Linsey‏ @mlinsey 8 Apr 2020
      Replying to @DanielleFong @TarunKathuria94

      based on the current growth curves, I see major hotspots like NY, New Orleans, Seattle, CA all leveling off to constant instead of exponential growth: https://coronavirus.1point3acres.com/en  Testing makes case counts problematic as a metric, but hospitalizations seem to align.

      2 replies 0 retweets 2 likes
      Mark Linsey‏ @mlinsey 8 Apr 2020
      Replying to @mlinsey @DanielleFong @TarunKathuria94

      still possibility of breakout exponential outbreaks in other metros. And there hasn't been much progress on the tech and logistics we'd need to reopen safely. So I still expect lockdowns to persist through late-summer or a reopen followed by a second outbreak :(

      2:40 PM - 8 Apr 2020
      • 2 Likes
      • Tarun Kathuria 🤷🏻‍♀️
      1 reply 0 retweets 2 likes
        1. New conversation
        2. Mark Linsey‏ @mlinsey 8 Apr 2020
          Replying to @mlinsey @DanielleFong @TarunKathuria94

          but bottom line the current strategy has successfully postponed the ~millions infected scenario, and I think the market (and the public) may need to see the reopening fail in at least one country before they realize how much trouble we're still in

          2 replies 0 retweets 2 likes
        3. SanDiegoAnalyst‏ @SanDiegoAnalyst 8 Apr 2020
          Replying to @mlinsey @DanielleFong @TarunKathuria94

          I agree with a bulk of that, couple caveats: 1. Testing is still very low in MANY states so like a pressure cooker, we don’t see what’s going on inside. 2. Expected reopening is slowly driftjng further out. Some colleges are discussing not reopening doors until 2021 earliest.

          0 replies 0 retweets 2 likes
        4. End of conversation

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