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How I’m Playing The $CBRS IPO
Quick note…
A proxy bet I think could outperform it
geigercap.com/p/how-im-playi…
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Geiger Capital
15.9K posts
Geiger Capital
@Geiger_Capital
Markets, Economics, Politics Personal Views. Not Investment Advice.
Katılım Aralık 2011
298 Takip Edilen349.8K Takipçiler
Colombia is next in the "Javier Milei" trend
Geiger Capital@Geiger_Capital
Wow. New AtlasIntel poll for Colombia's Presidential election in 2 weeks… 🔵Ivan Cepeda - 36% 🔴Abelardo de la Espriella - 32% 🔴Paloma Valencia - 16% If this is accurate, the combined right-wing will almost certainly beat far-left Cepeda.
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Wow. New AtlasIntel poll for Colombia's Presidential election in 2 weeks…
🔵Ivan Cepeda - 36%
🔴Abelardo de la Espriella - 32%
🔴Paloma Valencia - 16%
If this is accurate, the combined right-wing will almost certainly beat far-left Cepeda.
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Death, taxes, crypto hedge funds blowing up.
Geiger Capital@Geiger_Capital
Hilarious market… is the sky blue?
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@BlacklionCTA They overwhelmingly vote for less immigration every single time.
Along with the majority of the West.
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@Geiger_Capital What if the majority of the native population keeps voting for it?
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Doing this against the native population’s will is ethnic cleansing, by the way.
Geiger Capital@Geiger_Capital
England was 99.9% white in 1950. Not 90%… 99.9%. At current rates of immigration, the White British will be a minority in one generation.
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England was 99.9% white in 1950.
Not 90%… 99.9%.
At current rates of immigration, the White British will be a minority in one generation.
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The Buffett Indicator (Total US Market Value/GDP) is a ballpark measure of how expensive stocks are at any one point in history…
It’s now sitting at ~245%.
"If the ratio approaches 200%, as it did in 1999, you are playing with fire." - W. Buffett
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*UK 30-YEAR YIELD CLIMBS TO 5.86%,
HIGHEST SINCE 1998
Did Keir Starmer resign yet?
Geiger Capital@Geiger_Capital
Good morning. Might be a good time to give this a refresh… geigercap.com/p/youre-witnes…
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Good morning.
Might be a good time to give this a refresh…
geigercap.com/p/youre-witnes…
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Geopolitics is like high-level chess…
There are no women.
Gita Gopinath@GitaGopinath
A painting of the end of meritocracy: A meeting of the two largest economies and not one woman at the table.
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"Where are the Haitians and trans people on the Chinese delegation?" - NYT
Geiger Capital@Geiger_Capital
The NYT is a meme at this point… "Why doesn’t this summit between global superpowers look diverse like the movies?"
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The NYT is a meme at this point…
"Why doesn’t this summit between global superpowers look diverse like the movies?"
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Imagine what mass deportations would do to rents and public services. GenZ and Millennials would realize that they’ve been competing with an entire foreign class for their own country.
Greg Price@greg_price11
Cato guy: "One in five Fairfax residents is someone who could be deported or lives with them." Totally normal that 20% of the largest county in Virginia could be deported.
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Bethlehem Steel built over 1,100 ships in WW2, from aircraft carriers to battleships to oil tankers. They led the world in steel production and employed ~300,000 Americans.
We must bring back our industrial base.
Mr. P. Explores@ExploresMr
The rusting colossus that was once the massive and vastly productive Bethlehem Steel, on the Lehigh Valley in Eastern Pennsylvania.
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