BD

@DeepSailCapital SAP

Creating a part 2 to The Great Software Reckoning to cover even more SaaS, Software, and Software adjacent companies. Any specific name you want me to cover?

@BoringBiz_ Top of the pyramid because you’re the largest economy. The rest is side effects

When you sit at the top of the pyramid and get into a food fight, you are at a massive disadvantage because you have much more to lose than everyone else America has benefitted massively from the trust of our allies > world reserve currency > lower borrowing costs > low cost outsourcing Even the fact that the U.S. treasury rate is considered “risk free” in finance is because of foreign appetite for holding U.S. debt Now for some reason, we have decided that it is a good idea to burn these bridges Even if the goal is to buy Greenland, there are much better ways to do it than threatening allies who hold our debt If the world collectively decides that treasuries are no longer worth holding, we get hurt a lot more in the process If the U.S. losses world reserve currency, the whole house begins to crumble under the $40T of debt Unsustainable

@BoringBiz_ Greenlanders seeing this, hey wait a minute

Greenland in 10 years if the U.S. takes it over

@zoomyzoomm You know the drill, buy the dip after the CEO’s visit the WH.

@SantiagoAuFund Yeah gold 2400 per ounce on 7/12/24

Remember this nonsense…?

@BlacklionCTA 2011 And he was wrong

Brother, you ain't seen nothin' yet.

@ParrotCapital Did you read it?

$MRNA - No shit.

@pgsween I’m going to pass on reading it. To many popups when I hit the link.

My rapid reaction to the Chiefs’ 20-10 loss to the Texans at Arrowhead — a game and likely a season they simply handed away kansascity.com/sports/nfl/kan…

@DeepSailCapital $CNC valuation is good even with loosing subsidies

With a lot of major drawdowns across the high quality space, what’s the most attractive high quality stock that is down at least 30%? Provide a reason why.

@davevermilion @Geiger_Capital I think going from free trade to tariff level embargo spike isn’t in the data. Causing inflation or causing recession are diff things. Tariffs don’t cause R’s. R’s are the effect of no demand. What kills R level reduced demand? Rased cost inflates

@Geiger_Capital It should really say leads to lower demand!

Lots of people seem upset with this paper… The prevailing narrative for the past year was that tariffs are inflationary. SF Fed disagrees.

@onechancefreedm If there were more legit ways doesn’t it make Trump look incompetent?

As I said in my post yesterday if the courts say the president can’t use IEEPA to impose tariffs, there are still lawful ways to force the issue. He could invoke Section 232, which allows trade measures on national security grounds, it’s been upheld repeatedly in court. He could also use Section 301 to target unfair practices, as long as it’s procedurally sound. Or he could use Section 122 to impose short term tariffs and push Congress to extend them, effectively cornering them into acting. Beyond tariffs, he can lean on export controls, CFIUS reviews, and the Defense Production Act to tighten pressure through other channels. The point is legality doesn’t mean impotence, it just shifts the battlefield from executive speed to legislative confrontation. So if those tariffs fall, the fight doesn’t end. It just moves from the courtroom to the chessboard and how the president plays that next move will tell you whether this is about trade policy or about who really controls America’s strategic instruments.

@0x537eb4 @thinkingwest There is an argument that slavery would have ended with out war.

Who’s a villain from history that gets treated like a hero?

@dampedspring Yeah Im not reading all that. Sorry that happened or I’m happy for you. Hope you have grown from this experience.

Hey I'm back. Been on self imposed break for two weeks. Let me reintroduce myself I'm Andy Constan and I'm 61 years old and have done some stuff and seen some things I love contributing to Twitter and look forward to contributing again I have a naive ideal that Twitter is the public square where people can discuss their ideas and help each other find truth. I left when I realized I was not living up to my own ideal and getting dragged down into the muck. I didnt like who I had become. I was treating others from major content contributors to innocents with less respect than they deserve and less respect than I hope to be given. For that I am deeply sorry. I am sorry to all that valued my posts for taking a much needed break. I am sorry to all innocents I flamed. I am sorry to all folks who are doing their own thing who I attacked. Respect for all you each do and I hope we can get along I plan to 1) Post primarily investment content and analysis in short, long and meme format. Sprinkling in some early Gen X late boomer culture, food, car, model train and wordle stuff to be authentic to who I am. 2) Refrain from posting trades or performance at all. It's all just cringy anyway. 3) Post some content which debunks misinformation while being completely respectful of the original poster 4) Engage respectfully and often with all others willing to open mindedly seek truth 5) Never flame anyone. 6) For those I have blocked I am happy to lift the block and will be working though by block list to correct The time away has allowed me time to reflect on my own behavior and again I did not like who I had become. But I am ready to hold myself to my standard and ignore those who feel they need to attack me.

@KGBULLANDBEAR Add the 50 , 200 dma . Next change the chart to 1 hour and add the 50 hour dma.

Lockheed Martin $LMT

@ScottAdamsSays He lost the trade war. China holds the cards. They have the patents for the technology we need.

What's the real reason?

@LarrySchwe94560 Yeah Im not reading all that . Brilliant insight or I understand you’re conflicted . But you can still be a good person by learning from your mistakes.

@SantiagoAuFund Talking in riddles and pointing out when they seem correct . The master you are

It always takes longer than you think it should. But this long expected merger (whether officially or unofficially) is starting to come into focus…

@DickMilkinsSR @BasedMikeLee @CrackerBarrel Do 2,3 ,5 and I short your stock to zero. 2 Not every good worker is a leader. 3 restaurants aren’t that profitable. 5 economies of scale. Food does have to be good.

@CrackerBarrel Here are our demands: 1. Fire the CEO and entire ELT that allowed this to happen. 2. Promote your most seasoned waitress and cook to head the new leadership team. 3. Increase all employee wages by 20% and triple the server wages, making tips unnecessary. 4. Stop giving the money we give you to woke causes. 5. Start making your damn food in house. I swear to God, one more lousy hard, stale biscuit….. 6. Undo every dumb ass decision your leadership team has made. 7. Veterans, police, and firefighters get two eggs free with every order. 8. Free sparklers when leaving the restaurant (that one is just for me). 9. The hot jeans girl as your spokesman. Agree to these demands, and we will return. Otherwise, might as well shut down now.

Cracker Barrel: Adopting the world’s first moving logo—with its own soundtrack!

@Ground_app Congrats on getting everyone to believe Trump is a conservative

Conservatives, say something nice about Liberals. Sincere responses only 👇.

Good morning #spnam