Dividend BDEP
18.2K posts
Dividend BDEP
@BDEPardell
Pain is the name of the game. Contrarian always seeking alpha. Opinions are my own and for information only. Retweets don’t = endorsement. Not financial advice.
Alberta, Canada Katılım Nisan 2019
548 Takip Edilen2K Takipçiler
Home equity line of credits will cause the next financial crisis
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$NVDA is now the cheapest it has been in a decade.
And this is still the core compute engine of the new AI economy powering the largest infrastructure buildout in history.
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@AnalysisOp @TMTLongShort @PythiaR Usually podcast gets posted at later date.
open.spotify.com/show/2BOCIeSEw…
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“Anthropic is growing 30% week over week. I’m invested in them so I get their financials. The public markets don’t get it because they can’t see it.” Mark Schmehl (Fidelity PM).
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@FreedomOverdose @Mr_Derivatives 68% no is probably enough. Don’t get greedy.
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so a 1 month ceasefire to allow us to get our marines and paratroopers in position?
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@TMTLongShort @PythiaR He said that on his presentation today at 9:30mst.
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@PythiaR lol I know I mean where did he say this (if it’s public) - didn’t hear him on fidelitys podcast circuit for a month or so and want to see how recent that metric is (to extrapolate on)
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@BDEPardell No problems tbh, up more than 50% YTD in every account. Just annoyed I'm not up over 100% in every account lol
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GIF
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@BDEPardell @BubleQe @LoveMy7Wood @AssetTraveller @Rytetz29 Fair enough. I might add after a 30% drawdown on FINN.
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I have sold 2/3 of my $FNV $FNV.TO, the most recent disposal earlier this week as gold isn’t acting as expected. If things change I can always get back in.
Sam Gatlin@sam_gatlin
Gold just had its worst week ever relative to commodities 🤯🩸
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@freedomprocess @BubleQe @LoveMy7Wood @AssetTraveller @Rytetz29 I disagree. He only shit the bed in 2021. Nothing wrong with draw downs in 2018 and 2022. The outperformance in bull markets is what you get from this.
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@BDEPardell @BubleQe @LoveMy7Wood @AssetTraveller @Rytetz29 For sure smarter than us. Day trader style managing tens of billions. He shit the bed in 2022 though. I like him, but felt prudent to lighten up.
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HOLY SHIT
Ceasefire odds on Polymarket just pumped from 10% to 56% out of nowhere
Currently settling at 27%
What did I tell you guys yesterday?!
Those 10 wallets buying a massive $160K position weren't gambling
Whatever it is, my thesis from yesterday is playing out perfectly
And you saw it here first
Lirratø@itslirrato
Just tracked a highly suspicious group of 10 Polymarket wallets They're trying to stay under the radar by splitting into small positions, but I caught their pattern - All in on YES for US x Iran ceasefire by Mar 31/Apr 15 - $7K to $24K in positions per wallet - 99% of positions were bought with market orders - Combined size: $160K - Payout if a ceasefire hits by EOM: +$1.04M 2 of these exact wallets previously bet YES on the US striking Iran before Feb 28 and cashed out $135k This accumulation is still happening as of today Someone is building a massive position under the radar Hard to believe these are just random users
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@EnergyInvest0r Net return energy bros are on top in 2026! You can still stay on top. Join me in FINN.
GIF
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@freedomprocess @BubleQe @LoveMy7Wood @AssetTraveller @Rytetz29 He’s obviously not MAG7 if up YTD. Schmehl is a trader / like a hedge fund. He is smarter than us took me 8 years to figure this out!
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@BDEPardell @BubleQe @LoveMy7Wood @AssetTraveller @Rytetz29 That’s not how it works. He will get crushed over the next year with his MAG 7 weighted portfolio.
He pivots well. But $15 billion or whatever he manages can’t pivot to energy quick enough. I like him a lot. He will be late on this turn though.
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Overheard a conversation in the #Commodities prison today.
remember everyone.
#hope, is a dangerous thing. It has no place in investing.
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@QuintenFrancois @LeverageMonkey False
COVID was expected, wrecked everyone.
Relying on nonsense kills
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Black swan events don’t happen if everyone expects them.
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@IanAndyP @realMeetKevin 2022 rates went from zirp to 5%. Little different this time.
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Margin bulls are playing with 🔥 as margin debt smashes 1.2 trillion, 36% above 2021 highs. Hedge funds riding heavy leverage are one oil spike from forced selling while the crowd shrugs it off.
Straight late 2021 replay before the 2022 correction crushed everyone. These leverage setups never end quietly. Nothing to see here...👼 🫣
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🚨 Margin debt in US accounts hits RECORD 36% increase ABOVE 2021 highs, now over $1.2 trillion in margin debt. Highest level ever.
😇 nothing to see here.
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@calvinfroedge @trend_bullish When oil runs we all lose money together!
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@BubleQe @trend_bullish @LaporteInvestor @AssetTraveller I never invest in pet rock. Peak gold was when metals bros said it was better than s&p500. Cyclicals are fun!
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Don’t catch falling knifes folks; Gold is headed to 3750$… just need patience, the time will come…
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