Michael Powers

If you have kids, you ought to be reading to them every day. And then talk to them at dinner

How many funds besides ARKK are hiding in TSLA. that doorway is getting small.

Look at the AAPL qtrly chart. you lose this level, it leads to 100. would you buy that chart. i wouldnt.

If the feds goal is to take down financial assets, (I think it is) they are succeeding but we have more to go. Is there a chance that they succeed in that and not crush the underlying Econ. @LukeGromen

ABNB good product good cash flow. THEY MAKE MONEY. Mkt says it now cares about valuation. UhOh. look at software. many are good companies but lose money.

$ENVX have said is multiple times. Great prospects but WAIT for revenues. if they come, you will have all the time you need to get on the train.

Earnings more important that rates. Recession more important that inflation. Is the mkt telling us something today?

TSLA. if you want comical listen to the call. Not sure who is worse Elon or the analysts Stock is going to 100 at least.

The beauty of a bear market is it bears all souls. Stupid ass tweeters will get smoked

As bearish as I am LT. You have to respect bear traps on volume.

Ironic that in CA you can not install a new wood burning fireplace (ESG). but in Germany, due to ESG policies, they are now burning wood for heat.

Is the fed targeting asset inflation and not consumer inflation. If they are and based on my travels thru airports, they are succeeding. Consumer seems to be spending but assets (housing, bonds,equities ) getting slammed. Implications? Interesting to ponder

Anybody else on meme overload. Let’s clean this up a bit

Amazing that many are not focused on the 2 yr and still look at the 10yr. It’s like Econ releases. The significance changes over time. Hell did you care about the cpi 2 yrs ago. Think

If you want to know risk direction watch the 2yr. Not ES

If you are a chart follower/momentum investor/Livermore devotee (this includes all you CANSLIM players) and you haven’t been short (the trend) what have you been doing. The trend has been down and contrary to what all the TML crowd writes, Livermore SHORTED stocks

We bounced Friday at the June lows. The issue is not if we continue to bounce, it’s if we don’t. Traps both ways

TWTR is a wonderful place. You can be wrong but right. Just be careful how you phrase it. E.g. I expect the mkt to rally but I’m net short.