Macro, Micro, & Jokes

Satire
Joined April 2020
Going to zero How about $sivb which grew assets by a stunning multiple in 2020-21
Replying to @schwab_clarence
Average is the operative word
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One of my first value traps Fun one to look back at - labranche brokers
Short Interest in Western Union $WU is at all-time highs. Do you think short sellers are going to be right? or are they about to get their faces ripped off?
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Wall of Worry retweeted
A raccoon figured out that if he blocks the drive-thru, they’ll give him a donut to make him leave
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Barrel counting is like crime … it doesn’t pay! @Geo_papic @JacobShap
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grated parm or parm + mozz, but not just mozz thank you for your attention to this matter! @JC_ParetsX
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Pin action? @jimcramer
Databricks is showing us what the AI economy looks like under the hood... and its BOOMING. 80% of databases on their platform are being built by AI agents. Which means AI is building more enterprise software than humans are. We talk to @alighodsi today. Link to livestream below.
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How about as a pct of gdp? Much smaller now than then.
In 1950s, energy and materials were about half of the S&P 500. Today? < 5%
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Got an update @altcap @ScottWapnerCNBC @HalftimeReport ?
Replying to @altcap
Here is the updated chart.
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It’s nice to hear the buzz in the room - squawks and halftime report and fast money capture this decently
Yea give me CNBC over music any day. It’s what works for me and it really doesn’t concern me what others do.
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Agree I like to start my days with “ambitions as a ridah”
Don't underestimate the power of listening to music during the trading day. It can really help to improve your mental and emotional state, which in turn can lead to better decisions. Music is powerful. Music is healing. Use it to your advantage.
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hey @SJisrael do you send the chart deck daily? Never seems to come, asking for a friend XOXO.
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Retail is tough - good chapter about it in @RogerLowenstein biography of Buffett
Restaurant stocks have a long history of turning into some of the best shorts in the market. Happens over and over again. Bull market or bear market, doesn’t matter. Keep them on the radar.
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Did you take anything off?
Riding winners is hard. Exhibit 1,094b: I just roundtripped this $ABAT chart. Got long the Nov $5 calls on 9/23. Rode the stock up past $11 per share. Exited today for a loss. Woof.
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Nope, especially when people are still don’t Nvda price to sales charts
Do bubbles pop when everyone's calling it a bubble? Asking for a friend...
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Eventually you look at money as all the things you missed while you accumulated it.
Imagine you finally get all the power, control and wealth you dream of. You then buy all the stuff that you salivate over. Toys, homes, experiences. All of it. Okay. Tough Question: Now what? Seriously. After the party gets old: Now what?
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check out the daily turnover alongside a 60d roc!
Here's another way to illustrate just how extremely extended the trend in Gold $GLD is right now...
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Fundamental setup looks like 2014…
And Crude Oil futures are resolving a massive top. Just like right before covid. 🤮🐻
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