Johnny Dash 🇨🇦
5.2K posts

Johnny Dash 🇨🇦
@Johnny_Dash_
Philosophy teacher and private eye 🧙♂️👁
Montréal, Québec Katılım Ağustos 2019
554 Takip Edilen164 Takipçiler

@StephenFrug @daniel_dsj2110 Charles Taylor is great at intellectual history if you’re willing to jump from *checks notes* Augustine to Descartes?
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@BettingBruiser @thedave2006 Thanks for covering this Bruiser
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@WeedStreet420 @Lifeisshort8888 The minimal level of AI-understanding and incompetence with these tools truly is astounding.
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.@SaraEisen right on Powell. So much went so right at so many crucial turns under his term when so many of the haters said recession, hyperinflation, etc. Narrative went AWOL cuz of political silliness
Oliver Renick@OJRenick
Powell will go down as the best Fed chair in my lifetime. Stocks at all time highs, inflation unwound, ISMs > 50, U.S. economy spread to ROW widening post-Covid. Plus bonus surgical removal of crypto cyst? Biggest Trump mistake is his removal for pure political bitterness.
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@Chr155y_333 @Antoyac The CAQ has been so appallingly bad with investment, with negotiations with teachers and doctors— I can’t think of one accomplishment they’ve had to build popular support except shitty draconian bills that target diversity in Montreal.
And now it looks like we have PQ on deck 😵
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@Johnny_Dash_ @Antoyac This is why I suspect language and cultural identity is being exploited to create a diversion while they stiff us on everything. They treat our taxdollars and CHT like it's capital to inverst in their chum's start-ups. Our pensions were spent on a crypto that flopped.
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« L’environnement d’affaires anglophone de Toronto réduit les frictions opérationnelles pour une institution financière mondiale »
Avec cet argument inacceptable, Mark Carney ne peut pas choisir Toronto sans envoyer un très mauvais message.
TVA Nouvelles@tvanouvelles
Banque de la défense: Toronto attaque le caractère francophone de Montréal pour attirer l’institution tvanouvelles.ca/2026/05/14/ban…
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@Falcon0nX Realizing that all our “generational wealth” is really just massive inflation…
GIF
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S&P 500 investors after building generational wealth with zero research
Kalshi@Kalshi
JUST IN: S&P 500 hits all-time high of 7,500
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@Chr155y_333 @Antoyac And unfortunately the city will forever be beholden to provincial laws and policies that never fit its real character and actively constrain it. Imagine any other province not fueling their major metropolis as an engine of the economy 🤷♂️
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@Antoyac Montreal isn’t a “french city”, CAQ used the notwithstanding clause to give the facade of being one. Our politics are pure bullshit here, our elected politicians are complete morons and as a Montrealer I am embarrassed for my city.
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I’m still studying $RDDT
I still can’t find anything I don’t like
Maybe the price ? In shaky macro we could go back to $15B and 2x current levels would feel like a stretch. But would also be deserved compared to similar metrics in companies like $PLTR for example
The business is tremendous, the MOAT is immaculate and they’re at a very early stage of their monetisation journey
It still has room to grow internationally and I’m pretty sure it will aggressively over the next decade
Also, on the bear side, these kind of businesses are intrinsically volatile and one earning call could have amazing news regarding usage metrics while the next one could be horribly bad and tanks the stock 15%
I’m looking for a fat pitch, this is not it for now. Only because of the price. If it was trading around $80 I’d be so all in I wouldn’t even think twice
Amazing amazing business
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