Kyle Reed

@JonahLupton @himshouse @tbpn He shoudl learn and then do CostPlusPeptides.com

@himshouse @tbpn He clearly knows nothing about peptides.

🚨 BREAKING: MARK CUBAN ON PEPTIDES: "I'M NOT A BELIEVER IN THAT SH*T" @TBPN $HIMS $LLY $NVO

This is true, but everyone thinks they need just a little more. People with $1MM think to themselves if they could just reach $5MM , they'd be set. People with $5MM think they need $10, etc. I know a guy worth $100MM who thinks he needs to be a billionaire to truly be free.

A study was done in Germany to determine what kind of battery capacity would be needed to make the country energy self-sufficient and free of fossil fuels. The results were sobering but predictable to those who have been paying attention. The base case was that batteries would have to provide a 10 day reserve to ensure reliable, consistent power through the dark winters of Germany. The problem is that Germany currently has capacity to provide 5% of the country's power needs for 1.5 hours. Capacity would need to increase by almost 3000X. The problem with this is that this kind of capacity would require batteries weighing 60 million tons and requiring over 800 years of production to manufacture. These batteries would also take up space equal to roughly 2/3 of Berlin. They estimated that the price of electricity would go from $0.6c/KwH to $2.17/KwH. The batteries also have a useful life of 12-15 years, so dozens of mega factories would have to continuously manufacture the 60 million tons of batteries to maintain availability. Now extrapolate these numbers to the US Grid. Even accounting for technological improvements in battery capacity and manufacturing, fossil fuels will be here for the foreseeable future and well beyond. wattsupwiththat.com/2026/03/15/sto…

To the extent, the markets like certainty, this is true. One of the core tenants of Trump's strategy on any subject is to keep people guessing, wondering what he'll do next. Markets have no idea what to do with that and seek safety and move to a risk-off default. Hopefully over time, Trump's approach will yield solid results and the markets can move higher.

Sometimes "I'd like to speak with a manager" actually works.

If you leave high school without a solid understanding of basic accounting and economics and a firm grasp of compounding, then you are basically uneducated. The system should be retooled to teach what's important.

@udiWertheimer The Israeli society is only slightly less dysfunctional the ours. But that slight difference, which comes from their history and determination to survive, means everything.

if americans had 5% of the resilience israelis have they’d be unstoppable every israeli lost someone on oct 7. they’ve been under daily missile attacks since. yet their spirits are up and they’re WINNING americans endure 2 weeks of mild market volatility and LOSE THEIR SHIT

@mathlonning I'm still about 125% long but net long exposure overnight is 51%. Still keeping it very cautious. Today was encouraging, but one headline can cause another tumble.

Extremely encouraging close. Vix down 10% intraday. It requires continuous de escalation for equities to recover, if that happens a rally could take place. If de escalation does not happen quickly, we’ll continue to bleed out. I have no hedges going into tomorrow. Though cash continues to be at roughly 20%.

Would hav been nice to close at the highs but the portfolio did end up slightly green, erasing a 2% loss from the lows. I'll take it....for now.Was hoping $APP would go green, but never quite made it.

You can't judge $NBIS without taking into account CapEx, margins and depreciation schedules. I hold a big position and think $NBIS can go much higher over time, but if you want to accurately judge for yourself, you need to consider all of those in addition to the headline numbers.

Volatility heading down all day. Hopefully that is a good sign for the near future.

I vibe coded an exact replica of $RDDT this past week. Now if I could only get 116 million people to use it every day and license my data to LLMs for hundreds of millions of dollars.....(Yes, I added to my $RDDT position)

$STRC has some 50+ years of dividend coverage measured in bitcoin holdings, but if $MSTR ever sells a single bitcoin to pay the dividends, wouldn't that basically cause the entire house to come tumbling down? (Disclosure: I own $STRC)

So I guess the copper trade is over? $COPX back near the 200day MA.