1/ Ch-ch-ch-ch-changes (Turn and face the strange)... as futures, sit pinned @ an odd elevated morning perch awaiting Janet Yellen’s confirmation hearing & her call for the new admin to ‘act big’...this narrative has markets on high. But the truth is that it’s actually just Gary

1/x ‘Twas the night before Christmas & all through the market not an order was stirring not even for $TGT.
The bonuses were entered into payroll with care,
In hopes that next year would bring a similar fare;
The Bulls were nestled all snug in their beds;

2/x While visions of $TSLA danced in their heads;
& Biden in his Covid mask, & Powell with his still flowing money tap,
Had just settled their brains for a long winter's nap,
When out on the screen there arose such a clatter,
All sprang from their beds to see what was the matter.

3/x Away to their monitors they flew like a flash,
Tore open their Bloombergs & threw up the dash(board).
The S. Claus rally in markets, that all of us know,
Paired w/vaccine reopening, Gave a bid to the market, leaving old prices below,
When what to their wondering👀 did appear?

4/x But a Georgia runoff rushing up to them with complacency, not fear...
With once reliable Vanna flows no longer lively & quick,
They knew in a moment the markets might get quite sick...
Unexpected, 2 Georgia Dem peaches into Congress they came,

5/x Whistling & shouting they called for more fiscal, ‘CARES Too’ its new name:
"Now, Healthcare! Now, Infrastructure! Now Green Energy & Protectionism!
On, Labor rights! on, Minimum Wage! on, Basic Income & Populism!
To middle class households, To the poorest of them all!

1/x The window we have been targeting for 2 months has officially opened... i Can not imagine a more textbook display of the power of Vanna at expiration as we saw on Friday. The capital building was overrun by an insurrection, but all that that meant was a bigger late day rally.

2/x that ended at ATH on the close. Between Gary the 🦍 & his RVol suppression & his hand off to late day Ivol compression & the Vanna index bid, the 🐻’s never had a chance... but Gary’s getting tired after 2 months battling complacency & Vanna’s 2 week vacation, 1 of her only

3/x 2 week departures of the year (a 5 week OpEx) is quickly approaching on 1/15 morning. That means she’ll be increasingly absent as she prepares for her trip. W/ a $59 1 week straddle & $50 1 day range on Friday, & another $30 overnight drop, it’s hard to see why you wouldn’t

4/x want to take a chance on a little long gamma at this juncture. Especially given the obvious warning signs coming from the steepening of the yield curve, underperformance of the Growth complex, complacency in sentiment & positioning, anecdotal signs of bubbles in BTC & TSLA,

5/x NTM the growing exuberance surrounding a fiscal stimulus deal near $2 Trillion. The wall of worry of 3 months ago is gone. The vaccine is being deployed, the election is resolved, fiscal stimulus was passed & w/2 Georgia 🍑 🍑, ever moar 🚁💰is on the way. But what happened

1/x The market continues to try & shake out weak hands from overextended positioning by both HF & Retail...After a strong Vanna run up overnight, as expected, retail exuberance exploded on the open in the form of retail call buying, this fragility, paired w/a)Mean reverting flows

2/x from pinned Index Vol b) well documented, risk parity rebalancing flows & c) selling flows tied to bank EOY liquidity constraints. In combination, these flows have together have amounted to substantive selling pressures, strong enough to counteract the positive vanna/ charm

3/x flows, & point to continued likely index RVol an IVol pinning...Historically, the week of quarterly OpEx markets are notoriously volatile intraday, but also mean reverting like we saw today. I think it is fair to expect continued IVol compression & more of the same underlying

4/x chop. Vanna/Charm flows will lose their oomph after Wed 12/16 vixperation morning. There’s a window of weakness which I’ve spoken to for a month that falls 12/16-12/23. That could open a brief window that could lead to revaluation of the real risk & short interest,post 1/6...

5/x but the overwhelming 10k 🦍 of index Vol compression should still hold any correction in time & price in check in the shortterm and it’ll be hard to have anything blow up too bad in SPX land given how cheap & abundant Xmas Vol is 12/23-12/24. NTM, a stim deal & potential Fed

4/x keepers are calling in the Fed(s) (Fed/sec) for some help getting the animals back under control, so they can feed Gary & get the zoo back under control. As they are likely giving guidance to the brokers to get this under control, as every major retail broker seems to be

5/x restricting trading in the short squeeze names to closing only. The Wheel of Fortune has a taping on Fri & w/out Gary at his best the show will be overrun by the animals. If they can make it to the EOM & keep Gary above the 20 day, calm him down & start feeding him,vanna will

6/x be back & should be able to nurse him back to his usual self & save the show. But there’s a lot of time between now & then & holding the animals @ bay until then seems like a colossal task. Given the pop in Ivols & backwardation of the curve, when vanna gets back she will be

7/x refreshed & in preelection form. The only question is will the animals be so out of control so as to not even be managed by Vanna in her best shape.. This decline fits into a narrative that I’ve had brewing for 4 months, that after a monster run since Sep this is a healthy &

8/x reasonable time to expect the animals to be tired of being caged up & want to blow off some steam. All the biggest wall of worry narratives have been solved 1 by 1. Sentiment & bullish positioning was at all time highs. Hedging activity was low. Breadth was deteriorating. W/

So, I want to talk about how sexual harassment and fair pay are linked at Google (and beyond), because I think that's an angle that isn't being highlighted enough in the coverage of these walk-outs. I'm going to frame it largely around my personal experience there. Thread.

When I was sexually harassed by the director of the area I was working in, I was afraid to report it because I was worried that "getting him in trouble" would result in the subtle retaliation of missed leadership opportunities.

I wanted to continue working on the team I was on, because I'd gained a lot of very deep knowledge and expertise in that area, as well as reputation and camaraderie with the other folks working in that area. I didn't want to make the situation more "difficult."

To get promoted at Google, several need to happen: 1. you need opportunities for ownership and leadership above your current level (basically, opportunities to show you're working at the next level you're trying to get promoted to). The work you're "assigned" has a big impact.

2. You need glowing reviews from peers, *at or particularly above the level you're hoping to get promoted to.* Basically, you need people a lot more senior than you to say you're doing awesome work.

We are all products of our own environments. Our environments shape our character, our personality, our habits, our identity.

The environment that Ousmane Dembélé grew up in and the environment that FC Barcelona seeks to engulf its youngsters with could not be more different.

The Great Gatsby starts with a life lesson.

"Whenever you feel like criticizing any one, just remember that all the people in this world haven't had the advantages that you've had."

Ousmane hasn’t had the advantages that La Masia youngsters have had. That’s why he’s Ousmane.

Like every La Masia youngster, Ousmane grew up with a dream: playing for Barça.

Like every youngster, he fought to stand out amid a talented group of players, the majority of which would fail to go pro.

However, his football education was the polar opposite to that of La Masia.

Ousmane did not reside in one of the most expensive academies in Europe: he lived in a low-cost public housing unit in Normandy. He did not play in the well-trimmed pitches of La Masia, he played in the concrete jungles of Évreux. These disadvantages made him the man he is today.

While street soccer encourages individuality & creative freedom, academy-based training like La Masia encourages unselfishness & teamwork.

That’s why Barça produce certain types of 20-year-olds like a factory line. It’s also why Barça spent €145m on a 20-year-old Ousmane.

We have to talk Crunchyroll yet the fuck again, but this time over a issue with Translation in the Zombie Idol recent episode but first i need to apologize to .@BigBootyWitches because i got it wrong between trans and futa but it turns out we all got played by Crunchy...

first off. One Poster i retweeted turned out to say that Lily, is more of a Ototo No Ko. She later confirms from those that watch the show in Japan that the audio doesnt match the translation and the translation itself was a self insert.

This is the major problem I have. Look, i get it. The west still has no handle on these issues. Other countries dont raise a huge fit about it and in Asia certain countries societies dont really accept it and some reluctantly accept it.

But this continuation of the bullshit from Crunchy since High Guardian Spice is beyond the pale. They lied about helping the Japanese animators. They lied about their new projects and their dubs, Funimation took most of their projects away from Crunchy...

And now, so desperate for relevance and kicks and outrage, they do this self insert, just to get some of their more conservative folk on edge, ranting about how they left one "pozzed" medium with the western animation industry to see the "pozz" get into the only thing left...

For those of us suffering & dying in Texas, the sociopathy of @GOP that leads to an astonishing lack of concern about our lives by evil folk like @GregAbbott_TX @GovernorPerry @TuckerCarlson @DanCrenshawTX et al who blatantly lie about what’s happening...1

...just to score political points - and protect the profits of energy companies - is almost incomprehensible. These are people who would claim Social Security caused 9/11 if it was convenient. What caused this catastrophe is vast vast majority from gas, then coal/nuclear...2

...then wind. The ONLY source of power that is delivering more than expected in budgeting is wind. But that’s not convenient to say for the oil/gas/coal industry, so the @GregAbbott_TX @GovernorPerry @DanCrenshawTX stand atop our dead bodies lying to protect the companies...2

...shockingly, the ONLY people in a position of state/national strength are the executives with the company that manages electricity in the state, @ERCOT_ISO. But they can’t tell the whole truth, because that would entail revealing how much stupidity was done here for profit...3

...of industry by Texas @GOP. If gas/nuke/nuclear/wind had been winterized - as they are everywhere else in the country - this would have largely been prevented. But it would have cost companies money, and that would cut into profits. If the gas lines has been buried deeper...3

Extremely triggered by these well wishers advising Muslim women to not post pictures online, take care to hide addresses etc. what if somebody clicks u while walking on the road? What makes u think you can hide your address? Why can’t somebody click photos of you while you are +

Addressing a gathering? You can be clicked while speaking at a conference? While shopping at your local grocery shop? Should v then stop pursuing our careers? Stop shopping? Stop going out? Erase ourselves from public ? Erase our existence and our voices ?

I was shocked to c all the photos of me when I came out of jail. Especially the ones I had not posted anywhere on social media! Some photos were cropped from my interview videos. Hina Bashir Beg who I met in Tihar told me that she was shocked to c photos of herself splashed all +

Over news & social media. She is a pardanasheen. Never posted pictures of her online. The photo that was splashed all over was from her passport! One photo is all it takes. And these are just some of the cases. The list is endless. We know that these cyber attacks are state

Sponsored. What makes you think that it is difficult for the State to get all your information? And erasing yourself from social media is the solution?
Shifting the blame on women and literally saying that u r responsible for the violence against u makes u complicit in that +