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@jvisserlabs

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jvisserlabs

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Recent items

The 15 most-recently-ingested items from this source, newest first.

Title Type Fetched
@jvisserlabs: Think people might be caught short NDX in a bull market. Up 8.7% currently since the Situational Aw... article 2026-08-04
@jvisserlabs: July was a historic month for technology equity factor volatility. The most crowded AI trades suffe... article 2026-08-04
@jvisserlabs: I guess the Hyperscaler FCF - Capex Cut fears have passed. This is the 2 day rate of change relativ... article 2026-08-03
@jvisserlabs: July was a quiet month at the index level. Underneath the surface, it was one of the most violent h... article 2026-08-02
@jvisserlabs: The Mo factor unwind has worsened post Warsh. This continues to show up in crowded hedge fund posit... article 2026-07-29
@jvisserlabs: In an already historic negative month for momentum factor, most charts I have seen highlight tech mo... article 2026-07-29
@jvisserlabs: The AI trade is consolidating and anxiety remains high In this week’s video, I cover: • Why earnin... article 2026-07-26
@jvisserlabs: The crypto advance continues with my 40 name eco-system index closing above the mid-June highs and B... article 2026-07-21
@jvisserlabs: There was finally a govt acknowledgement of the importance of the recent unwind to the AI race trigg... article 2026-07-21
@FTDA_US: Article Agentic AI—The Killer Use Case for Blockchain and Crypto By Sandy Kaul, Head of Digital ... article 2026-07-21
@jvisserlabs: What happens when the market is no longer driven by humans? This week’s video looks at two competin... article 2026-07-19
@jvisserlabs: With Fed rate hike expectations dropping and the dollar falling and the AI tech mo vol forcing peopl... article 2026-07-15
@jvisserlabs: The crypto eco-system is leading BTC right now. My 40 name equal weight crypto thematic portfolio i... article 2026-07-15
@jvisserlabs: this is the 17 day rate of change of the MS Tech Mo Factor. -35%, worst in 27 year history. article 2026-07-15
@jvisserlabs: In terms of AI vol, these charts are the most important for anyone running a long short market neutr... article 2026-07-15