Colby Warshel

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Colby Warshel

Colby Warshel

@Colby_Warshel

Katılım Kasım 2020
192 Takip Edilen247 Takipçiler
Colby Warshel
Colby Warshel@Colby_Warshel·
@go1dwing I live in the US and went to Europe. Was in London for 1 day and went for a walk across the London Bridge and saw someone I went to high school with
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The Count of Tuscany
The Count of Tuscany@FPL_Dallas·
The Count of Tuscany@FPL_Dallas

No, allow me to explain. 1) The debt can be refinanced when they find an acceptable rate on the 10 year yield which is the main reason for the tariff talk. The level of Corporate Investment grade debt and high yield debt are significantly above average compared to a typical year and will need to be refinanced at favorable rates as well. 2) The consensus amongst manufacturing engineers is that manufacturing processes for simple mass produced goods can be mostly automated or fully automated. These are the types of jobs that the US can gain. However, I do recognize that many specialized products requiring more manual labor cannot be manufactured in the US. Supply chain adjustments are not as difficult as you make it out to be and can be adjusted in a matter of months in most instances. 3) Another main goal of the tariff talk is to force other countries to lower tariffs on US goods. So far Vietnam, Argentina and Cambodia have agreed to lower or eliminate rates. Vietnam’s being a key player in this because big companies like Nike, Adidas etc already do a large portion of their manufacturing there. For companies who make specialized products and rely on cheap labor, they can easily move to a country like Vietnam if they wish to. 4) Finally, I think the base case for these tariffs is that they are repealed over the coming months as more countries come to the negotiating table. If these tariffs are here to stay for years to come, then yes, I will agree with you that it is a big mistake, but I don’t believe that to be the case.

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THE SHORT BEAR
THE SHORT BEAR@TheShortBear·
Few thoughts on tariffs. • “Trump is doing it on purpose to get rates down and refinance the national debt.” -> Wiping out $5-10T of value to refinance billions isn’t realistic. Refinancing isn’t a press and done either. • “Trump is doing it to bring back jobs in manufacturing” 1. Supply chains will take years and billions to build 2. Rare earths, materials supply chain non-existent to supply those factories 3. Labour cost is too high, your products would cost a multiple of what they are now -> Lutnick literally said they would replace the jobs through robotics and not workers. • “The economy will boom and jobs will be created in the US” -> Prices for products will increase, decreasing demand and thus killing both company worth as well as jobs overall. -> For decades the US outsources low quality jobs to focus on a massive technological advantage that brought the US its economical power in this age. The US is back to focusing on manufacturing while China focuses on new technologies. • “We will see an investment boom into the US” -> Countries around the world boycotting the US who they considered an ally and friend as they impose their will on the world. -> Investments are frozen as there is no stability in policy path and consistency. Most CEOs sitting and waiting until all negotiations are done and do not want to invest in multi-billion capex for something that will likely be reversed, latest with a new admin. • “The new tariffs will help us eliminate taxes” -> The Tariffs are paid by the consumer in the end, the difference between the old price and the new inflated cost is your new tax, thus until tax cuts you are being double-taxed.
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The Count of Tuscany
The Count of Tuscany@FPL_Dallas·
@TheShortBear This is why you are my least favorite follow on this app, because none of this makes sense. I read it for entertainment though, so that’s a nice value add to my day
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Colby Warshel
Colby Warshel@Colby_Warshel·
@mucktoore Tf was bro recording anyway? His fuckin beer belly and bonnet?
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Colby Warshel
Colby Warshel@Colby_Warshel·
Does anyone else have a weird desire to go to prison someday? Seems like an interesting experience. This is definitely the whitest thing I’ve ever said
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Lance Breitstein 🇺🇸🌎
Lance Breitstein 🇺🇸🌎@TheOneLanceB·
One of the most powerful things you can do is to find a few incredibly intelligent people and try to deeply explore their thinking / logic on as many topics as possible. (This is also, generally, the exact opposite of how social media is consumed.)
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Colby Warshel
Colby Warshel@Colby_Warshel·
@MrBeast You will go down in history as the greatest active philanthropist of all time
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MrBeast
MrBeast@MrBeast·
I’m probably 2 to 3 thousand hours into learning how I can get as many of the 1,500,000 kids in child labor in west Africa off farms and into schools. I’ve surrounded myself with the greatest minds and I feel like I know more about child labor in Africa than I do YouTube now lol. Over these next 12 months I hope to make a lot of progress and bring you all along for the journey. I fear if someone with my influence can’t fix this, no one can. I’m dedicated to this mission.
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MrBeast
MrBeast@MrBeast·
To help get kids out of child labor on cocoa farms in west Africa we started giving away free breakfast at schools (kids are more likely to go if they know they will be fed) and one school’s attendance is already up 10% in the first week 😮
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Colby Warshel
Colby Warshel@Colby_Warshel·
@marketmike Yep. Exactly why i don’t touch these things anymore. Basically a rule of “hey you want to exponentially size bc that is the way to achieve highest profits? Yeah don’t fucking do that”
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Mike
Mike@MarketMike·
Trying a "Prop Firm" out today, and one of the rules I overlooked was that no day can exceed 50% or more of profits. So I then had to lose "5k", in doing so I drove it up to "18k", and eventually succeeded in trading the account down to "4.5k" lol. Fun.
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Colby Warshel
Colby Warshel@Colby_Warshel·
@madaznfootballr I have a great idea for your twitter page. Only follow people who have $5m in verified profits and lock replies to only people you follow. Then all these unprofitable traders who love critiquing you get to fuck off ❤️
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madaz
madaz@madaznfootballr·
That's how you do it! Still a long way to go but responded to the brutal blow up bender of last week with the best day of the year followed by the 3rd best day of the year. The comeback is on mother fuckers!!💪💪
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madaz@madaznfootballr

P/L: +$20.7K🔥🔥 Back to Back Multi-#FiveFigureClub days as the comeback continues. Pretty nice straight forward day actually with lots of instant pop and drop moves at the open. $PRFX got a really nice short on this at the open vs PMH for a soild win. $HCTI got a pop short near top tick at the open around 86. $KWE got a short on the back side after HOD was put in. $TRUG AH big macs.

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Colby Warshel retweetledi
Danny Camozzo
Danny Camozzo@DCamozzoTrades·
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MrBeast
MrBeast@MrBeast·
BEAST GAME EPISODE 3 IS OUT NOW! To celebrate, I'm giving away $100,000 total to 10 random people who like and retweet this post! Go watch it here: amazon.com/beastgames
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Colby Warshel
Colby Warshel@Colby_Warshel·
@marketmike Loved the $BA analysis. Bought on all new breaks of low and sitting pretty now. Appreciate you!
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Peter Schiff
Peter Schiff@PeterSchiff·
#Bitcoin pumpers claim that if the U.S. buys 1 million Bitcoin, someday we will be able to use that Bitcoin to pay off the National Debt. For 1 million Bitcoin to equal today's $36.25 trillion National Debt, Bitcoin's market cap would be $761 trillion, 6x larger than world GDP!
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@jason
@jason@Jason·
Nightmare blunt rotation
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Colby Warshel
Colby Warshel@Colby_Warshel·
@ApatheticTrader Okay let’s debate, how does showing one massive win on $MSTR while not showing any other trades or yearly PnL help anyone in the community whatsoever? Also how can we verify any of these $MSTR trades are even real unless they are third party verified?
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Apathetic Trader
Apathetic Trader@ApatheticTrader·
@Colby_Warshel I'm happy to engage and debate with logic, but introducing yourself with "did you even watch the video" slop doesn't deserve the purity of logic. Go learn better debate skills and we can continue.
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Apathetic Trader
Apathetic Trader@ApatheticTrader·
Respectfully, this is disingenuous. “Sharing PnL is pointless!” Then, in his bio: “Top PnL 8-Figure Trader” 🙄 Sharing your story can help give hope to others about what is possible in the markets. Liars and frauds aside, there are real stories of success that can be like gas in the tank for optimistic and ambitious up and comers who are determined to make it. Real biographies are great inspiration. Sure, it can also provoke jealousy and be hard to see for those who may have lost big or have not made it, but that doesn’t mean it won’t help those who are strong enough to cheer others on and get over their own weaknesses of envy and zero sum thinking. Cheer the real winners on! Avoid the frauds. Stop envying other’s success and instead be inspired by their stories.
Lance Breitstein 🇺🇸🌎@TheOneLanceB

TIRED OF $MSTRBATING TO PNL POSTS? (Yes, I officially coined that term. You’re welcome!) Why selection bias matters & why pnl is a shitty scorecard. If you’re stuck in the gap feeling shitty about your $MSTR performance today, watch this video!

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