Husband, Father, Grandfather, Asset Investor and Angel Investor

Southest US
Joined February 2011
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there is so much doom and gloom in the market....I'm kinda bullish. Earnings....good. Tokenization....good. Inflation will subside by year's end and all time highs. Cautiously buying here with tight stop losses.
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Venture Laboratory retweeted
DHH
@dhhSep 26
Bring back insane asylums, workhouses, and vagrancy laws. There's nothing kind or compassionate about letting mentally-ill drug addicts roam the streets like 28 Days Later. And it makes for a terrible city experience for everyone else too.
DHH
@dhhSep 25
I was surprised how bad it was just walking from the hotel to the Rails World venue. One strung-out guy wanted to fight me for some reason, another was swinging wildly and swearing profusely. Lots of zombie vibes too. Whatever Austin is doing, it's not working.
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The rusky may get it right.
zerohedge
@zerohedgeSep 26
This could be a problem: Goldman sensitivity table shows that in a worst case scenario where hyperscaler ROIC on capex is 0 (token costs collapse, token demand goes to open models, etc) they still need to spend $920BN every year just to cover depreciation and running costs
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Replying to @HedgeyeDJ
@HedgeyeDJ Just letting you know that you mentioned a certain software stock that you liked and was put on the real time alerts and then taken off at a loss. I still liked it and held on and liquidated today with a 2% gain....TY
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Venture Laboratory retweeted
Number of @ISM manufacturing industries reporting growth in August remained at 15, led by primary metals and electrical equipment … two industries—wood products and chemical products—reported contraction
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Venture Laboratory retweeted
“IF YOU THOUGHT 50% TARIFFS WERE BAD… WAIT. JUST WAIT. HERE COMES 100%. Canadians, this is getting freaking ridiculous and scary. Mark Carney was elected during this trade war because Canadians were told he was the guy who could handle Donald Trump and protect our economy. Now we're watching that relationship fall apart while Carney turns around and builds closer trade ties with Communist China. And Trump has already warned Canada: push too far toward China and 100% tariffs could only be the beginning. To be clear, the 100% tariff hasn't happened yet. It's a threat. But imagine what happens if it does. Canadian companies trying to sell into America suddenly become ridiculously expensive. Orders disappear. Factories shutter. Hours get cut. Jobs disappear. And eventually that pain reaches every Canadian family. Meanwhile we're hearing “Who cares?” about talking to Trump. Who cares? We freaking care! America buys roughly three-quarters of Canada's merchandise exports. You don't replace that market overnight by shaking hands with China. This isn't about liking Trump. I couldn't care less whether Carney likes the man. His job is to protect Canadians. We were worried about 25%. Very worried at 50%. Now we're talking about 100%. THIS IS INSANE! And guess who gets screwed if this goes sideways? Not the politicians. "THEY ARE PROFITING" It's we civilians that will pay the price. And that’s why I say it’s time for Carnage Carney and this entire system of governance to be changed. Not through chaos, not through violence, but through Canadians standing up, demanding accountability and using our democratic power. Governments are supposed to work for us, not gamble with our jobs, our pensions, our industries and our children’s future. We need leadership that puts Canadians first, protects our sovereignty and remembers who actually pays the price when politicians screw things up. Enough is enough. Canada belongs to Canadians, and it’s time we started governing it that way.”
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Replying to @vtchakarova
In fact, i will start shorting monday.
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Replying to @TaviCosta
It will be down 10% in one month.
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Replying to @RealEJAntoni
Which caused the market to tank. I expected a more in tune Fed Chair, that understood real time data instead of legacy data collection.
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Replying to @zerohedge
You mean uniformed people are bowing to Chinese propaganda? Sham!
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Venture Laboratory retweeted
Two reports from @SamLyman33 and @bitcoinpolicy document a coordinated foreign influence campaign against American AI — running through CCP state media, a Shanghai-based Marxist's nonprofit network, and foreign billionaire dark money that has funneled $2B+ into US advocacy infrastructure. AI doomerism isn't as organic as it looks.
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Replying to @KeithMcCullough
You move markets mon frere. Up ~5% on call.
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Replying to @DollyParton
What a remarkable, talented human being. RIP.
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Replying to @IBDinvestors
Yeah, but the service and fees are just awful.
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