Darwin Proximo retweetledi
Darwin Proximo
571 posts
Darwin Proximo
@HoodLifting
Girl Dad. Capital Markets & Trading. Hospitality Real Estate Development. Spent 18yrs @ an investment bank. Eagle Scout. Common sense conservative capitalist.
Dallas Katılım Nisan 2020
398 Takip Edilen626 Takipçiler
I hope you’ll spend 30min and watch this Oscar nominated film made by my friend Craig Renaud. Thank you. play.hbomax.com/movie/648ab3a1…
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I predict peptides will change everything re public health discourse for health & disease. B/c they’re closer to medications (in many cases actual medications!) than supplements but they entered the picture in supplement-like fashion. HRT went the other direction. Get educated.
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This is one of the best short clip segments I’ve heard all year.
It’s a message I try to urge my friends and family to internalize. In today’s world, everyone is so conditioned to believe that all you do is “buy stocks on every small dip.” It’s almost a Pavlovian cultural response. But what many people don’t realize is that you can go decades with no real nominal return and that’s when sequence risk becomes very real. People don’t believe it because they haven’t experienced it.
On the flip side, I’m not even entirely sure the economy could sustain a 3 year period where the market is down 40% and simply remains there. So many 401(k)s, savings accounts, and target-date programs would be absolutely obliterated, given the embedded leverage that is naturally baked into the overreliance on US equities.
In addition to that, there are now money managers stepping into roles where they are responsible for real risk, yet haven’t actually traded through a true event in which market volatility is both sustained and recurring.
I’m not trying to sound like a perma-bear, because that mindset can be just as flawed. But when you really dig into the data, you realize there are many periods where markets pull back and don’t just immediately recover. But everyone has become so used to the last 10 years, it’s not even a consideration that it can occur.
Basis Points@basispointpod
Josh Brown on the lost decade for the stock market: "You could've bought the SPY in 2000 and not seen a single dollar of gain until the end of 2009. Two of the worst recessions the country has ever seen happened back to back. And during that time, I just kept buying."
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I can’t believe this is real. So stupid. Humanity is such a pity. $META $GOOGL $SPY
Kalshi@Kalshi
JUST IN: Instagram and Youtube found liable in social media addiction case
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@DeItaone Historical data suggests war often triggers a sell-off, markets typically bottom surprisingly fast—often well before the conflict itself is resolved. On average $SPY reaches its "trough" within 13 to 22 days after the initial outbreak or major escalation.
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RECESSION RISKS RISE AS WAR HITS U.S. ECONOMY
Wall Street is raising recession risks as the Iran war pushes up oil prices and weakens the outlook.
Goldman Sachs now sees a 30% recession risk, with inflation near 3% and unemployment rising to 4.6% by 2026. Higher fuel costs—gas up over 30% to ~$4—are squeezing consumers and offsetting tax-cut stimulus.
Firms like Morgan Stanley have cut growth forecasts as spending slows, while economists warn the damage could linger even if the conflict ends soon.
The U.S. economy is still expected to grow around 2%, supported by AI and data center investment, but rising energy, food, and transport costs threaten to drag on hiring and consumer demand.
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@DeItaone $SPY Performance During Major Conflicts
1-Year Return After Start
WWII (Invasion of Poland)
+10%
Korean War
+15%
Vietnam War Escalation
+9%
Gulf War (Desert Storm)
+29%
Iraq War (2003)
+32%
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😳 Officials at the Mississippi Department of Public Safety were packing up and moving to a new headquarters, when they found several items connected to the state's extremist past stashed in a closet.
Take a look: tmz.me/lBcrmtp
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Darwin Proximo retweetledi
The $7 billion Preston Harbor development will be a huge deal for Lake Texoma. bizjournals.com/dallas/news/20…
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A woman in Los Angeles is accusing Rams WR Puka Nacua of biting her and making antisemitic remarks.
community.raptive.com/nflmemes/puka-…
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Everyone that goes to Shinsei and Inwood is having fun, looking very much forward to their night and in a good mood. The bar at Lovers Seafood is great fun w/ regulars and the staff wear neat attire. The area is fun and walkable. This spot needs to be polished but fun and complementary of the places around it.
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This spot has failed multiple times yet should be gold mine as Shinsei & Inwood Tavern next door are packed 24/7 (note the massive contrast in those two concepts which is a major positive for a prospective suitor for the newly vacant spot) & Mesero across the street. High end sushi, famous dive bar, upper scale Mexican, upper scale seafood (Lovers SF around the corner) all doing great. This location needs to target adults not families & gel merge the Shinsei & Inwood Tavern customers. Not too fancy, not too dive, impressive bar with more space than Shinsei & Inwood Tavern, great vibe/energy, attractive menu that contrasts w/ Japanese & Mexican. Customers need to be able to leave Inwood at 7pm from drinks and eat at this place, or drink at this place before their Shinsei reservation. Or just drink, eat then hit Inwood after dinner.
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On closing a Dallas restaurant, this very relatable quote:
“I’m really going to miss the customers. And I’m going to miss the food and the atmosphere.
"I’m going to miss everything about it. And that’s why I hung on for so long. It’s hard to let it go.”
dallasnews.com/food/restauran…
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