@WokeUpGrumpy

Macro, rates and credit by day | Quality Compounder by night | Rants about financial markets

Joined April 2020
  • Tweets389
  • Following485
  • Followers86
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Capitani πŸ“ˆπŸ’Έ retweeted
Just a Dude Who Invests
@DudeWhoInvests
Aug 20
Coca-Cola $KO stock is outperforming Nvidia $NVDA in 2026… The age of AI.
🀝 Paid partnership
Kalshi Finance
@Kalshi_Finance
Aug 20
JUST IN: Coca-Cola $KO stock hits a new 52-week high of $91.87 today
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Does anybody else thinks $KO is overvalued? I mean I love the company and I am a happy shareholder but... 27 times earnings for a Consumer Staples company?
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Boyyys we are going in
Polymarket
@Polymarket
Aug 18
JUST IN: Jim Cramer declares Meta stock is getting "hammered"
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Matket is doing the Feds work
CME Group Interest Rates
@Interest_Rates
Aug 18
#FedWatch: The difference a week makes. September's rate hike expectations have pulled back dramatically on sluggish GDP, oil price increase, CPI data, weaker July employment data and retail sales disappointment.
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Anybody taking advantage of VIX hitting year lows? Considering VIX calls but not sure if this is a good idea
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Capitani πŸ“ˆπŸ’Έ retweeted
ʎllǝuuop Κ‡uǝɹq
@donnelly_brent
Aug 7
Replying to @Peter_Atwater
hahahah i am tempting the gods
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Capitani πŸ“ˆπŸ’Έ retweeted
Barchart
@Barchart
Aug 3
Bank of America Bull & Bear Indicator reaches one of the strongest stock market sell signals this century 🚨 🚨
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Capitani πŸ“ˆπŸ’Έ retweeted
Invest In Assets πŸ“ˆ
@InvestInAssets
Aug 2
Quality investing is out of favor, but this does not last forever.
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Capitani πŸ“ˆπŸ’Έ retweeted
Kevin Xu
@kevinxu
Jul 30
Replying to @elitecryptobro
ladies, liquor, and leverage can ruin any great man if not used responsibly. the safest way is not to tempt fate.
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ANR function is probably the least reliable one on BBG terminal
Ross Hendricks
@Ross__Hendricks
Jul 30
What’s wild is learning that analyst estimates can be wrong
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Capitani πŸ“ˆπŸ’Έ retweeted
Just a Dude Who Invests
@DudeWhoInvests
Jul 29
THE FED KEEPS RATES UNCHANGED. πŸ‡ΊπŸ‡Έ
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The S&P is only 3% from all time highs but if you read Twitter you’d think we’re in the middle of the 2008 financial crisis
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Capitani πŸ“ˆπŸ’Έ retweeted
Just a Dude Who Invests
@DudeWhoInvests
Jul 29
This isn’t… Ethereum Bitcoin Or even a shitcoin It’s the South Korean stock market, which just halted trading.
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Great day for being overweight consumer staples. Finally some relative performance!
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Capitani πŸ“ˆπŸ’Έ retweeted
1980’s Finance
@1980Finance
Jul 27
Back when working in finance used to mean something
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One of the most annoying things is having to deal with people that treat a future inheritance like a guaranteed payday. Tf you mean your grandparents aren’t allowed to spend their own money??
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$UL one of the most boring comapnies up 7% on solid earnings. Feels good to be a shareholder, especially on a day were semis are getting smoked.
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This is so interesting and could become relevant again in the medium term
Financelot
@FinanceLancelot
Jul 18
People seem to forget how bad the Asian Financial Crisis was for South Korea πŸ‡°πŸ‡· when the bubble popped. The lessons learned in 1998 appear to have been lost and now financial instability is again knocking at the door in the largest speculative bubble we've ever seen.
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Margin is trying to call you
Watcher.Guru
@WatcherGuru
Jul 28
JUST IN: πŸ‡°πŸ‡· South Korea's KOSPI stock market halted after 8% crash, triggering circuit breaker.
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So are we buying semiconductors now?
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