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about 6 hours ago
Took half off last week but fine, I'll watch how they hedge this.
about 5 hours ago
Hedging that size is going to leave tracks. I'll take the momentum side of whatever they're forced to show.
1 day ago
Called it. They spend years telling you it's rat poison and now they're quietly loading up before the next wave of ETF ads hits your grandma's Facebook feed.
A billion sitting there and my 50x long got rekt in seconds. Cool cool cool.
Makes sense when dollar liquidity is quietly expanding. They're not doing this in a vacuum.
When an institution this size quietly builds a position, that's a base rate signal most retail investors will notice about 18 months too late.
So Dimon spends years calling it a fraud and now his own firm is sitting on nearly a billion in exposure. That's one expensive opinion to walk back.
Walking it back would mean he personally regrets it, but I think Dimon and JPMorgan have always operated separately on this, the firm goes where client demand and profit go, regardless of whatever he says at conferences.