Alexander Campbell

Alexander Campbell

7,055 Twitter followers

Follow

founder @rosedotai previously @bridgewater, @lehman, @mcgill, @uniofoxford, @stanfordGSB no investment recs here

Posts

Alexander Campbell

Wait till everyone remembers there are bonds in the stocks. twitter.com/abcampbell/status/...

Alexander Campbell

credit credit credit everyone tweaking out about AI led recession unemployment doesn’t get to 10 because they are worried AI takes their job brother, unemployment goes to 10 when your boss can’t make payroll bc he BK watch credit

Blue Owl, BlackStone, BlackRock & now Cliffwater. Contagion spreading. The private credit market is effectively closed. Much of the incremental credit growth the last few years came from this sector. x.com/business/statu…

Alexander Campbell

Hyperliquid has to solve this problem. twitter.com/abcampbell/status/...

Alexander Campbell

at a certain point it’s going to be fiscally irresponsible not to manage your weekend gamma via these 24hr markets

Alexander Campbell

someone finally built the pre-IPO thing a decade late but welcome nonetheless twitter.com/abcampbell/status/...

Alexander Campbell

Kalsi has more alpha on rates than fed funds futures 👀 This is a big deal twitter.com/abcampbell/status/...

Alexander Campbell

that's it, selling some ETH to buy HYPE

Alexander Campbell

Look, not saying you should bet the farm on something that moves 7% an hour but this Bian guy is short the entire stock of silver in Shanghai and CANNOT SELL MORE for a month @DarioCpx can sound zany, but he's onto something here twitter.com/abcampbell/status/...

Alexander Campbell

oh my this seems fun/useful trading silver over the weekend?!? why am I just learning of this now lol

Loading..