Jack Farley

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Video journalist and macro research @Blockworks_. Chart guy. Formerly: @RealVision @dealbreaker @TheTerminal @BrownUniversity

The reports on this website have been prepared by Muddy Waters Capital LLC (“Muddy Waters Capital”). We refer to Muddy Waters Research and Muddy Waters Capital collectively as “Muddy Waters” and individually these entities are referred to as a “Muddy Waters Entity”. You should assume that, as of the
www.muddywatersresearch.com
1 Recommender
Jack Farley 1y

In this 77-page report, @muddywatersre alleges that Chinese real estate platform BEKE has inflated home sales by an estimated ~126% and has "ghost stores." If you download the report you can see the level of depth...

A look at interest rate swap spreads relative to nominal US Treasury yields identifies constrained bank balance sheet capacity. Monetary measures like swap spreads, Eurodollar futures, yield curve flattening are all indicating that the balance of risks is tilting away from recovery and reflation.
www.youtube.com 13 min
1 Recommender
Jack Farley 1y

Great video on swap spreads from @EmilKalinowski and @JeffSnider_AIP

<b>With penetrating insights for today, this vital history of the world economic collapse of the late 1920s offers unforgettable portraits of the four men whose personal and professional actions as heads of their respective central banks changed the course of the twentieth century</b><br /><br /> It
www.amazon.com
7 Recommenders
Jack Farley 1y

a fantastic book

Russia-Ukraine has become the #1 event that everyone's watching right now.

Here's a few things to keep in mind while watching things play out👇🧵
See thread (14 tweets)
1 Recommender
Jack Farley 1y

good thread on key economic facts at play in Russia/Ukraine hostility

1/ Seeing various takes on the collapse of implied vols in BTC and ETH and talks of "gamma squeezes" that might mirror what we saw in single name equities in 2021 - however think there are diff dynamics in play in crypto
See thread (14 tweets)
1 Recommender
Jack Farley 1y

fantastic thread. Am interviewing @FabiusMercurius & @options_insight tomorrow about everything options (including crypto options) so I'm doing some cramming before the test

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