Matthew Hargreaves

@shortseller Thanks! Keep up the great work

$ILF monthly...I like this chart....I would use this nice UTL (shown via red arrow on chart) as my stop.....2nd chart is zoomed in (daily)...and looks like it just wanted to retest earlier breakout

@shortseller $ILF 2 years

$SPX - Mrs ShortSeller out of town for the weekend - so have time to chart for you....no penny stocks please (and let me know your timeframe of expected ownership) .

@InvestSpecial Sure. But if you look from 3/9/2009 to today, large cap outperform quality small caps by nearly 100% and IWM by over 200%

Interesting view on the small cap valuations by Palm Valley. In a nutshell, quality small caps are not as cheap as many think these days. "Small-cap investors are wisely discounting the sustainability of earnings growth for parts of the market, but they may not be discounting heavily enough" Q3 Letter: palmvalleycapital.com/fundletter

@SchwabNetwork @jam_croissant @OJRenick @jam_croissant would love to hear your thoughts on the implications of lower bond market, lower R2K and the re-collaterilazation effect. Would think that could dampen EOY flows.

🗣️ 𝘾𝙧𝙪𝙢𝙗𝙨 𝙖𝙧𝙚 𝙝𝙚𝙧𝙚! 🥐🥐 𝗟𝗜𝗩𝗘 ➡️ @jam_croissant breaks down the latest trends in volatility and what to expect from the Fed with @OJRenick: twitter.com/i/broadcasts/1…

@orrdavid @Biohazard3737 What do you mean by this? Better risk-adj returns with short 3x etf?

@Biohazard3737 Sometimes we make short selling harder than it needs to be. This is another similar to 3x etfs that I'm pretty sure most long only guys could add a tiny bit of exposure with almost no risk.

$IWC micro-cap index short thesis: 1. The army of bad SPACs, predatory IPOs and the coming tidal wave of bankruptcies will pass through. 2. Nearly 30% of the index is cash burning biotechs, most of which habitually dilute shareholders.

@orrdavid Rising rates putting pressure on long bond positions?

$PRU Prudential: Book value per Common share of $44.15 versus $160.29 per share for the year-ago quarter $MET Metlife: Book value of $27.00 per share, down 65 percent from $77.24 per share at September 30, 2021. I'm a simpleton... but it doesn't seem good.

@TomKaz Cool chart. Did you make this in excel?

Sentiment reversing from excessive pessimism is bullish.

@DavidCoxWG What do you make of the multiple breadth thrusts this week?

this is the kind of market that anyone sitting on stocks that made huge gains today could see -8-15% down moves on the same stocks next week just because...

@jposhaughnessy @Jesse_Livermore @rikko20222 @CapitalCamp @InfiniteL88ps Yep. It is a requirement if you want to be a US citizen. Too many people have no skin in the game in this country. Doesn’t mean active duty, more like training for life and combat. It’s a year at a local military base and then reserve for ~5 yrs

@jposhaughnessy @Jesse_Livermore @rikko20222 @CapitalCamp @InfiniteL88ps 1 yr military service required for every 18 yr old. Could help solve obesity issues, loneliness, mental health. Change drinking age to 18. I don’t believe we should be able to fight without be able to drink

1/ I met @rikko20222 at the @CapitalCamp Farewell Dinner tonight and he told me that he never missed an episode of @InfiniteL88ps. I thanked him for listening, but then he told me he had a suggestion. He said he was always fascinated by the answers my guests have when I made

@orrdavid Agreed on attention and mimesis. Assuming a ban would remove it as an option, would mass shooting go down due to less attention? Think it’s worth a shot. Ha!

@Hargrem I think mimesis mostly. Also, people doing mass shootings want attention and expect to get more if they use this gun. I've shot the AR-15 and think other options would be far more deadly if they switched to something new, personally.

Anti-gun activists should target handguns over rifles.

@jonathanharrier Spikey. Also, more frequently above 0%

$NDX $QQQ I'd like to throw out a thought exercise...What comes to your mind seeing this 10-yr chart of the % of Nasdaq-100 stocks at 50day Highs-Lows? We're currently at 3%, but have obviously had a rough quarter, with many largely negative readings. (any input is appreciated)

@Princema82 What is that?

Let’s Goooooo!

@desolateNFT Warp Speed

@cryptocubs_io Great community. I like how they continue to exceed all expectations.

i'll add 1 elixir to this giveaway enter below

@coherenceNFT @myopicandy @HesamAslan @Bgoosman82

@coherenceNFT @Bgoosman8@2 @myopicandy @HesamAslan

@hussmanjp @Oh_So_Gordo @vixologist John, love your research, curious why you use median ratios? Would be interested to see market cap based valuations. For example, S&P 500 top 25% by market cap, next 25%, next 25% and lowest market cap 25%. Most investors are invested in market cap based products so it might help

@Oh_So_Gordo @vixologist "Here's a company that..." "You're really buying the whole ecosystem" "Low rates justify the multiples" "On 2025 earnings..." "Increasing your risk increases your reward" M'kay.

Be careful when you read articles about money "pouring" into the market. Every purchase is a sale. Existing cash is being EXCHANGED from some buyer to some seller, in return for existing stock shares, at the highest valuations in history. "Sold to you." ft.com/content/99c2b4…

@jessefelder @hussmanjp What equity asset classes have highest expected return as of today? Which have lowest?

I'm interviewing @hussmanjp for the podcast today. What do you want me to ask him?