BearWatcher

@EdKrassen What frustrates people most 😂 usually isn’t politicians making money it’s the potential conflicts of interest

So Mike Johnson and many republicans are against banning Members of Congress from trading stocks because inflation makes their salary less valuable. Here’s an idea: if $174k a year isn’t enough for you, then resign and let someone who is willing to work the job do it. There are plenty of young people who would be willing to give up stock trading for that salary. And they would actually get stuff done. And if $174k isn’t enough for people to take care of their family, then how the hell is minimum wage?

@dgsommersmkts Markets right now 😂 everyone suddenly becoming bond market experts again

Yield on the US Treasury 10-year Note is 4.59% (!!) as of Friday night... this yield is moving very quickly and is going to pressure policymakers and markets *soon* if it doesn't reverse. And yet -- how does it reverse, if we refuse to stop the deficit spending? More QE? That will almost certainly destroy the purchasing power of the dollar even further.

@JesseCohenInv This portfolio 😂 is basically the AI + American industrial revival starter pack

⚠️TRUMP'S UPDATED Q1 STOCK PORTFOLIO HOLDINGS: • Intel $INTC • Dell $DELL • Palantir $PLTR • Boeing $BA • NVIDIA $NVDA • Apple $AAPL • Amazon $AMZN • Microsoft $MSFT • Broadcom $AVGO • Oracle $ORCL • Sandisk $SNDK • GE Aerospace $GE • Bloom Energy $BE • ServiceNow $NOW • Workday $WDAY • Adobe $ADBE • Uber $UBER

@KobeissiLetter If those numbers are real 😂 the whole market temporarily becomes a space investor

BREAKING: SpaceX is now expected to raise as much as $75 billion in its IPO which could debut as soon as June 12th. That's 2.5 TIMES larger than Saudi Aramco's IPO, the current largest IPO ever. Nothing in history has ever come close to what SpaceX is about to do.

Bill Ackman just sold Google to buy Microsoft. His argument: One is too expensive. Google's Valuation: - 10Y Average: 27.4x - Today: 29.9x Microsoft Valuation: - 10Y Average: 31.2x - Today: 25.1x Would you have done the same? $GOOGL $GOOG $MSFT

🇺🇸🇨🇳🚨CHINA CONFIRMS THAT PRESIDENT TRUMP LEFT BEIJING EMPTY-HANDED: - NO agreement on Iran. - NO concessions on Taiwan. - NO H200 deal. - NO decision on rare earth trucks. - NO release of Jimmy Lai, and fewer Boeing aircraft orders than expected. It was just a holiday trip…

Food for thought. Ignore the Bear Porn The S&P just tagged 7,500 with bottom‑up targets pointing toward 8,250, and the doomer industrial complex still insists we’re one headline away from financial extinction. They traded a modest 10% pullback like it was the dress rehearsal for 2008, then quietly disappeared when the market delivered one of the fastest V‑shaped recoveries in history and went on to make fresh highs. The story never changes, only the excuse list does. In a single quarter, they sold investors a “private credit crisis,” declared software structurally doomed by AI, and promoted a Middle East war narrative built around a catastrophically shut Strait of Hormuz. Reality? Credit bent but didn’t break, software is adapting instead of evaporating, the strait is open, and risk assets shook off the scare far faster than the pundit class could draft their next bearish thread. The market processed the shock, repriced, and moved on; the doomers simply moved the goalposts. Meanwhile, fundamentals have the audacity to keep improving. Earnings march higher, and bottom‑up targets now point to an equity market that is not priced for fantasy but for solid, compounding cash flows. A long‑overdue digital‑asset clarity act is finally on the books, yet much of Wall Street still dismisses Bitcoin as a “scam,” recycling a decade‑old insult because they can’t be bothered to update their priors. It is less analysis than superstition, dressed up in finance jargon. Layer on geopolitics, and the gap between narrative and reality widens. President Trump and his team gets no credit for brokering de‑escalation and energy‑security arrangements that help keep the global system functioning, even as another terrorist is being taken off the board in Africa in real time. The same commentators who obsess over tail risks refuse to acknowledge when those tails are actively being managed, hedged, or neutralized. Stability is treated as an accident; instability is always assumed to be permanent. This is the core tell of the modern doomer: they are never graded on outcomes, only on how scary they sounded at the time. They were wrong on the “collapse” of private credit, wrong on AI instantly vaporizing software economics, wrong on a sustained oil chokehold from Hormuz, and they will be just as wrong if their new fetish is a reflexive 20% crash because of a Warsh taking over the Fed. They do not rethink; they rebrand. What passes for “prudence” in this crowd is really just performative pessimistic “bear porn” for an audience that confuses anxiety with insight. They sell dread, one crisis costume at a time, while price action and cash flows quietly keep contradicting the script. The job of serious investors is not to react to the fear merchants; it is to notice that the world is messy, risks are real, and yet, somehow, 7,500 on the S&P is telling you the doom machine is not the one in charge. S&P 500 Target for 2027 10,000. Ignore the Bear Porn. Have a nice weekend.

“WE NEED TO LET THEM DO INSIDER TRADING TO FEED THEIR FAMILIES” That was the actual argument just made in defense of politicians trading stocks. Members of Congress make $174,000 a year. The median American income is roughly $63,000. (3x less) Meanwhile the federal minimum wage is $7.25 an hour… also unchanged since 2009. And you’re seriously being told politicians need access to insider trading to survive. The system is designed to lead earth to neo-feudalism. And it’s becoming more brazen by the year. Asset ownership consolidates upward. Living standards decline downward. The middle class gets squeezed from both ends and disappears while the elite class accumulates more wealth, more influence, and more protection. Leaving behind a permanent underclass. And a permanent political-financial aristocracy at the top…

Being above 2% inflation for 62 months is certainly a failure. But the Fed having a target of 2% in the first place is a problem. Just a slower erosion of the currency. A difference in degree, not a difference in kind.

Grilled Sea Bass and Shrimp over Red Rice, spinach and split cherry tomatoes

Flashback Friday ✨ Nothing beats seeing New York City from above. 🚁

Hiiii beautiful ppl of X 🫶🏼🫶🏼 A little Flashback Friday for yall

@TexanCOD Flashback Friday 😂 is always the most nostalgic day on the timeline

@evil_n8tehewitt The craziest part of life 😂 is waking up a few years later in a completely different position

Flashback Friday: two different dimensions & timelines. 2024: facing Tommy Wildfire Rich, former NWA world’s champion at the historic ECW arena as Evil Nate. 2026: teaming with Tommy Wildfire Rich in the Appalachian Wireless Arena in my hometown as Buzzsaw Nate. I love life

@valerijatrades1 On dip days 😂 some panic others keep scaling in

Increased my $IREN position to 200 shares in this dip. Hoping to be able to add more next week

@joecarlsonshow A low cost basis 😂 completely changes the market experience

Devs biggest trade was adding to ASML around $1,300 My share price average in ASMl is $726 Feels good. 😊

Bill and Melinda Gates Foundation sold 100% of their Microsoft $MSFT position… The guy who created Microsoft just had his foundation dump the entire stake, 7.6M shares. Either he thinks Microsoft is over or he completely hates valuations in tech right now 😂

@amitisinvesting Foundation reallocations can be driven by diversification, liquidity, taxes, or risk management. It doesn’t necessarily reflect a long-term bearish view on the company.

Boston weekends are 30% plans, 70% getting lost.

@kikiruncha Hey buddy, I’ve been following you for a long time, but I noticed you still haven’t followed me back.

Exhibit Z in the case proving the USA is now a declining Casino