Tweets Not Investment Advice | I tweet about stocks, news flow & macro
Joined July 2009
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Does everyone think of this in isolation? That capital grows faster yes but you also have to consider the second order effects on consumer spending, inflation rates, short term and long term interest rates and then the cycle repeats again. It’s not just a market based increase.
In 2001 George W Bush proposed a partial privatization plan for Social Security so you could put 10% of your SS contribution into the markets.
People rejected this.
We can now see that if it had passed, the 10% that went into the markets would have outperformed the 90% the government managed, the program would be solvent, and the average SS recipient would be receiving 2X what they currently receive.
The worst bet you’ll ever make is betting on government.
Vol to Valuation retweeted
500k followers giveaway pt 1!
My golf bag plus some @Titleist goodies
Comment, like, repost to enter. Must be a follower
Clubs not included unfortunately*
Still need those for my day job
Eventually everyone is going to get AI fatigue and stop using it. We’re building to fast, a lot of waste is coming.
Just bought a car, pretty easy to negotiate down the roughly $2-3k price increase I was seeing. Just gotta know where the car was made and how long it’s been on the lot.
Gotta keep foreign currency depressed vs USD, took much USD IN circulate would have the opposite effect for mass exporting counties.
Too much heat in the kitchen
Hormel Foods Corporation (NYSE: $HRL), a Fortune 500 global branded food company, announced today that Steve Lykken, group vice president of supply chain, will be leaving the company
At current valuations, I believe the aggregate domestic equity market is asymmetric to the upside (more upside than downside for the remainder of the year).
Vol to Valuation retweeted
Volatility rises Below...
As they say: "nothing good happens below the 200-day moving average"
Something to keep in mind: chartstorm.info/p/weekly-s-a…
With tariffs ramping up again, has someone stumbled upon a chart comparing the Jan 2018-Mar 2018 period relative to today?
Vol to Valuation retweeted
BREAKING: President Trump says 10% tariffs on China will officially begin tomorrow.
This will be on top of already existing tariffs on China.
Nvidia CEO Jensen Huang is meeting with Trump today.
Vol to Valuation retweeted
DOGE is classified on X as a government OR a multilateral organization account (the latter could mean anything, like the OECD)
People are so blind with rage that they have completely forgotten how to read
xitter.cf/mattmfm/status/1858321…
