DecadentDoggo
273 posts
DecadentDoggo
@DecadentDoggo
Drinking metamucil on the daily
Katılım Mart 2022
1.3K Takip Edilen678 Takipçiler
@tradinggod420 What does it mean, to trade time and not price? How do you do that?
English
For more on what "run-of-the-mill historical norms" imply - particularly that overvaluation implies below-average long-term returns but not necessarily losses - see the section titled "What does 'normal' mean?" in my July comment
hussmanfunds.com/comment/mc2207…
English
The most extended bull market advances invariably originate from valuations below their run-of-the-mill historical norms (blue below green). It's when prices get miles above those norms, like 1929, 2000, 2007, and early 2022, that it helps to remember the process goes both ways.
Dena Minning@DMinning
@hussmanjp Ouch, scary! I'd love to see the converse, significant bull mkts w/out a correction.
English
@TrungTPhan Easy fix from a life-long mechanic:
Don't buy a BMW.
They haven't been worth the price since the early 90s
English
Me in my BMW in the winter after refusing to pay $18 a month for heated seats
English
@bytestoatoms It appears you practice what you preach so I gotta give credit for that.
1) as an option on collective fomo, has value
2) any growing metro too
3) physics/math better imo
4) maybe most consistent, not always best
English
@wasserpest I’ve only seen Spirited Away so far and this one is next!
English
best ghibli movie! give it a watch
出口出@matteoboscarol
I missed it, but yesterday (July 12th) was the 25th anniversary of the release of もののけ姫 Princess Mononoke.
English
@artnome In that way it’d be good to be more like an alligator, metaphorically
English
DecadentDoggo retweetledi
Investing the Pelican Way:
Spend most of the time chilling on posts/floating on waves, but ALWAYS staying alert for opportunities.
Expend time/energy VERY selectively; abort quickly when prospects aren’t great.
Act swiftly/decisively ONLY when it’s damn near a sure thing.
English
If stocks are going to go down further in the coming quarters, how come they haven’t gone down already right now?
Kantro@MichaelKantro
Get ready to see what 18 months of rising rates and inflation will do to earnings, employment and the economy. It takes several quarters for changes in the cost of money and goods to show up. This simple forward-looking “model” demonstrates the lag of rates on EPS. #macro #HOPE
English
@ceciflwrmtn I’ve got to confess, I’ve generated a lot of wisdom the hard way 🫠
English
@DecadentDoggo 🥸 there’s always discipline. That can be developed in spite of a missing natural inclination.
English
Some of you have the gift of generating wisdom.
Some of you have the gift of committing to the wisdom you hear.
We are journeying towards one another.
The embrace is sweet.
English
@ceciflwrmtn We’re lucky to have those dirty paws in our lives
English
Take your dog into the bathroom after your shower. Any water on the floor will reveal her paws for what they are. Filthy. Let’s keep sleeping with our pets tho.
English
@UrbanKaoboy I’m starting to worry that the USD wrecking ball might be wrecking a bit too much. Planting the seeds for a black swan
English
My prediction: PBOC is going to clamp down on capital controls. They can’t raise rates, and they’re scared to devalue. Either way, it makes China UNINVESTABLE. GRC contender? 😂
English
Re: USD Wrecking Ball World Tour & The CNY Facade. Lots of hyperventilation lately over the “weaponization of USD”/imminent doom of USD hegemony as a result. While the de-dollarization narrative is seductive, the USD remains the “cleanest dirty shirt" around the world. (THREAD)
English
@MoonOverlord Shower! Don’t be blasting those plants like they owe you money
English
@coloradotravis Podcasts are easier to make than a written piece and worse quality for it. More podcasts than ears and time.
English