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@TruthGundlach Heading for the biggest bubble ever going into 2021 . Just my opinion .. let’s see
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6.5K posts
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@FCJP_JP
MSc Finance. Independent analysis of markets and investments. MM reflexivity. Macro & long/short ideas. Founder @Trade_LongShort & @Zack_Finds
Katılım Ocak 2019
937 Takip Edilen2.5K Takipçiler
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“We have never in 125 years of history seen a rally at the size and speed that we have coming out of a decline from all time highs as little as we've seen.”
@jam_croissant joined @MicheleSteele on StocktwitsTV to discuss UAE leaving OPEC, oil back above 100, and why market structure is the biggest tell 🔊
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PAUL TUDOR JONES ON BUYING THE S&P 500 RIGHT NOW:
"If you buy the S&P at this current valuation, the 10-year forward returns are negative when you buy with the S&P P/E of 22. That's what history shows."
Jones called the 1987 crash before it happened. He's not predicting a crash. He says the setup is more leveraged than anything he's seen including 2008.
"The stock market's really high, and it's going to be really hard to make money from here."
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The $GOOG numbers were absolutely MIND-BLOWING.
Revenue +22%. Cloud +63% (WTF???) up from +48% in Q4, with record margin at 33% despite huge capex. Search accelerated yet again to +19%. The opposite of dead! Total Op margin at 36.1% (+200bps) = staying lean!
Just STUNNING. 🤯
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However.. not at this valuations
Lets add an axis with P/S at IPO
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Roughly, where does SpaceX IPO sits vs a couple of landmark IPOs 👇👇 Only Aramco made an IPO at a valuation like this with such a low float
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Apple’s delaying tactics have come to an end! Now Epic v Apple returns to Judge Gonzales Rogers for hearings on exactly what fees Apple can charge to recoup costs of reviewing apps using competing payment methods.
Epic Games Newsroom@EpicNewsroom
The Ninth Circuit Court just reversed their decision granting Apple’s motion to stay the mandate. The Court wrote: “Apple has failed to show good cause to sustain our prior stay order. Apple has not demonstrated that any proceedings on remand will cause it irreparable harm if our decision is not stayed.” Apple charging junk fees on purchases that are made outside the app store hurts consumers and developers and violates the law. cdn2.unrealengine.com/9th-circ-dkt1-…
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Monthly trading card volume just skyrocketed past the 2021 frenzy. Right when GameStop launched their digital card website. Company is positioned to be one of the largest sellers of trading cards in the world.
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I believe this might be a compelling short in the financial sector
open.substack.com/pub/financasco…
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Breaking news: China has blocked Meta’s $2bn acquisition of artificial intelligence platform Manus, after regulators reviewed whether the deal violated Beijing’s investment rules. ft.trib.al/JnwLniN
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Yep. It’s easier to believe in time traveling than someone on X editing the database 🤷♂️
GIF
🏴☠️@calvinfroedge
The only narrative that makes sense to me is that someone with back-end access to X is just messing with us. The post deletion narrative does not make sense. The publicly accessible X client API is rate limited. He wouldn't be able to delete millions of posts last night.
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Elon Musk says he’s nearing his long-stated goal of turning X into an “everything app” with the imminent launch of a new financial services tool, X Money bloomberg.com/news/articles/…
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As Pokémon card values surge, collectors are turning to museum-grade vaults, blockchain records and overnight security guards to protect what is now a multibillion-dollar market bloomberg.com/news/articles/…
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🚨 TURKEY ROLLS OUT MASSIVE TAX BENEFITS FOR FOREIGNERS.
Non-residents (3+ years) can move to Turkey and pay 0% tax for up to 20 years on foreign income.
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Another crazy week of highlighted unusual activity !
$ARM up 9765%!
15 alerts - 593% avg return if held until Friday close
Other notable ones $ENPH $TGT $MU
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@AetherRev @CardChaseFun There should be a physical delivery option to settle . Otherwise this works like a CFD and could be highly manipulative
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@CardChaseFun Couldn’t you just go long then buy up all the inventory and make the price go up. Then go short and dump all the inventory and make the price go down. Also how does this take fakes into account.
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JUST IN: Apple’s base M4 Mac Mini is sold out in the U.S., with some other models facing month-long waits.
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