Suitcase Capital
170 posts
everyone in the world presses one of two buttons, red or blue. if the majority press blue, everyone's portfolio is fine and spx trades mostly range bound. if the majority press red, spx goes up 50 bps a day and everyone who pressed blue dies.
what do you press?
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@HowerdRoark @AutismCapital What website is this? Is this pornhub?
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@AutismCapital never let a good crisis go to waste. xx Lorna
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Everyone on X if they worked for Lorna Hajdini 😂😂😂
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Lotta people pumping ai related chip names. Many of these companies have like 20-40% gross margins and will barely be profitable at the peak of spending
Yet they are running them to 10-30x revenues like they are hyper secular saas growth companies
They are low margin cyclicals
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As someone that used to run an LTL loading dock, I find this impressive.
All too often, the guys would say we were "full" when it was far from high and tight.
Ruffin Perri-Greno@gyina_yie
How ruthless is container loading at Chinese port! No wonder foreign workers are completely overwhelmed.
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4 British men were just caught illegally crossing the US northern border into Maine…
Ali Mohammed Ali Abdullah
Hameed Mohammed Nagi
Ibrahim Ayyub Khan
Mohammed Sultan Saleh
Just your typical English chaps.
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@MakerWaddles i find it amusing you are labeled "parody acount"
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@blondesnmoney 12% short, would imagine people looking at what just happed at CAR
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@toiletkingcap look at multi industry or machinery orders. Oil could change the 2H but this was about to be the best vanilla cyclical year since 21/22.
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We’ll have to admit Craig is right after it has been corroborated in a bunch of spots
Craig Fuller 🛩🚛🚂⚓️@FreightAlley
Freight volume surge is not just a trucking story. Industrials are ripping across traffic modes Rail carload traffic +4.2% YoY The recent traffic strength has caught rail execs off guard which expected a down to flat year.
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@blondesnmoney kind of feels like that is the outcome if tape goes risk on, more pain for staples, waste etc
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@HowerdRoark They were all down 15% in the last three weeks. High vol downside low vol upside?
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Excited to introduce SONAR's rail dashboard, which offers high-frequency bulk and intermodal data at your fingertips.
SONAR@SONAR_FW
We're excited to announce that we released a new Rail Carload Dashboard today! The new dashboard brings together operational rail metrics, commodity flows, and macroeconomic signals into a single, easy-to-navigate view. It includes: -Rail Terminal Dwell times -Rail Carload Volumes -Macroeconomic indicators like building permits, Manufacturing new orders, manufacturing production, Industrial Production for Mining, manufacturing and more -Charts for Brent Crude Oil, WTI and Total Carloads in a seasonality view Current customers can check it out here: sonar.surf/rail-carload-d… If you're not a current customer and would like to learn more, click here: pardot.gosonar.com/sonar-demo-req…
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