Binkus
Retired MD,presently options trader
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 1338 | Founded | a year ago | Last Issue | 6 days ago |
| Active | |||||
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binkus300.substack.comLatest Issues
The GPU Hangover: When Bond Markets Stop Believing in ‘CapEx Will Pay Off’
For two straight years, the Big Tech macro playbook was delightfully straightforward: order another $30billion of liquid-cooled GPU clusters, drop the word “agentic” fifteen times on an earnings call, andwatch the stock trade at 40x forward...
The Kids Are Alright (Statistically Speaking)
Spend ten minutes on the internet and you’ll learn that Millennials and Gen Z are the first generations in American history condemned to be poorer than their parents — locked out of wealth, buried in avocado-toast debt, doom-scrolling their...
Medicare for All: A Second Opinion
Every few years, Medicare for All comes back around like a market narrative that refuses to die — the healthcare equivalent of “this time it’s different.” And every time, I’m told that a retired doctor who trades SPX options for fun should...
3pm levels & update
7743 to 7759
SPX Update — ~1:32 PM ET, price 7735
1:30 Levels 7687 to 7747
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Authors
The writers behind this newsletter.
Retired MD presently options trader. Scalping 0DTE SPX options .Bespoke trading.
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