YouTube Curates Content, algorithm is a lie

2.8K posts

YouTube Curates Content, algorithm is a lie

YouTube Curates Content, algorithm is a lie

@L86463

Katılım Ocak 2025
56 Takip Edilen62 Takipçiler
toni
toni@tonitrades_·
@gnoble79 The real signal isn't the cash pile - it's where Berkshire's been quietly adding positions. When the man who called '08 early says " this is nothing," he's not reassuring you. He's warning that the real dip hasn't arrived yet.
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George Noble
George Noble@gnoble79·
WARREN BUFFETT JUST EXPLAINED WHY HE'S SITTING ON $300 BILLION IN CASH In a recent interview, Buffett was asked about the market selloff. His answer was devastating in its simplicity: "This is nothing." Markets are down 5-7% and everyone's panicking. Buffett has watched Berkshire drop 50% THREE times. He doesn't get excited about a 5-6% dip. In his own words: "We aren't in it to make 5 or 6 percent." These prices aren't even close to cheap. And the numbers back him up: Buffett's own favorite indicator - total market cap to GDP - is at 208%. He once called anything above 120% "playing with fire." We're nearly DOUBLE that threshold. At current levels, his model projects roughly 0.4% annual returns over the next 8 years. Zero point four percent. You can get 5% in a savings account. Meanwhile, Moody's AI-driven recession model just hit 49% probability. Every time it's crossed 50% in 80 years of backtesting, a recession followed within 12 months. And that reading was BEFORE the Iran war shut down the Strait of Hormuz and sent oil above $120. The IEA calls this the worst energy crisis in history. Worse than 1973. Worse than 1979. We've lost 12 million barrels per day - more than both 1970s oil crises COMBINED. The S&P is down 7% year to date. The Nasdaq is off 10%. Q1 was the worst quarterly performance in 4 years. US GDP growth just got revised down from 1.4% to 0.7%. The economy LOST 92,000 jobs last month when economists expected a GAIN of 59,000. And inflation is creeping higher while the economy slows. This is the early stage of stagflation. Buffett sees it. That's why he's been a NET SELLER of stocks for 9 straight quarters. That's why Berkshire is sitting on its largest cash pile in history. The greatest investor alive is telling you - not with words, but with actions - that this market is overpriced and he'd rather earn 5% in T-bills than own stocks at these valuations. When has Buffett been this cautious? Late 1999. Right before the dot-com crash wiped out 49%. Late 2007. Right before the financial crisis wiped out 57%. Both times he was mocked for "missing the rally." Both times he was right. Now look at what's happening around us: Oil at $120 with the Strait of Hormuz still closed. Gas above $4 for the first time since 2022. The IEA warns April will be WORSE than March. This is comparable to the 1970s stagflation era. And the market is still priced for perfection. Buffett didn't get rich by buying expensive stocks during geopolitical crises. He got rich by being patient, sitting in cash, and buying when everyone else was panicking. We're not at the panic stage yet. We're at the stage right before it. The smart money isn't buying this dip. The smart money IS the dip.
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YouTube Curates Content, algorithm is a lie
@gnoble79 stock market will continue to pump. circular trading and painting the tape has been deployed to put lip stick on a pig. Wall St wants to show the public that tax cuts for the wealthy are good for the economy.
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Hannah
Hannah@ahanthaihannah·
@hasanthehun The deal is a new regime you doofus. We’re not gonna make a deal with the old regime. My God, you guys have no clue what you’re talking about.
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hasanabi
hasanabi@hasanthehun·
there’s no way to cut a deal w iran or take an offramp without cutting out israel. they have totally different goals in iran & benefit from a weakened gulf. this is why they keep invoking further iranian retaliation. anyone who refuses to recognize this is foolish.
Murtaza Hussain@MazMHussain

It seems questionable whether anyone in Washington has the capacity to respond or engage with such proposals. The diplomatic process has already shown itself to be fully compromised by Tel Aviv through helpers placed near Trump (Steve Witkoff and Kushner). Ultimately Benjamin Netanyahu has a veto on U.S. decisonmaking and this issue is not his primary concern.

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@esaagar Iran is also selling 50% more oil a day and at a price above $105+ this war of choice is making Iran rich and making the USA insolvent. only Trump and his idiot ilk can ruin things so quickly.
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Saagar Enjeti
Saagar Enjeti@esaagar·
The Trump admin has just vaporized 1/4 of the entire Tomahawk stockpile for the Iran war which will quite literally take years even with accelerated production just to replace what was already a short supply Beijing continues to laugh hysterically
Dan Lamothe@DanLamothe

SCOOP: The U.S. military has fired more than 850 Tomahawk cruise missiles in four weeks of war with Iran, burning through the precision weapons at a rate that has alarmed some Pentagon officials and prompted internal discussions about how to make more available.

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Shay Boloor
Shay Boloor@StockSavvyShay·
$META introduced TRIBE v2 which is a brain-response model trained on 500+ hours of fMRI data from 700+ people to predict neural responses to images, video & sound. Meta is building something that looks increasingly like a proprietary mind map of human attention & perception.
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squawksquare
squawksquare@squawksquare·
Here come all of the $TSLA investor geniuses saying "I told you Tesla would pull back to these levels." Always after the fact and after it actually happens. 🤣 Then when Tesla hits $500, all the same people will say "I told you we'd see $500 again." But the reality, they didn't make any moves on either the dip or pop.
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Dougie Kass
Dougie Kass@DougKass·
Remember, nearly EVERY opinion that was confidentally delivered on @cnbc over the last two months were totally wrong: 1. There is economic risk. (The threat to global economic growth is obvious) 2 There is geopolitical risk (Duh!) 3. There is interest rate and inflation risk. (Inflationary expectations, actual inflation data and interest rates are rising in unison) 4. There is credit risk. (Credit spreads are widening in a dramatic fashion) 5. There is corporate profit risk. (Demand is moderating and input costs are rising) 6. There is valuation risk. (S &P multiples have dropped from about 22x to 20x) Remember it was only 45 days ago, as I wrote in my Diary @thestreetpro, when the panelists (shockingly) on @HalftimeReport literally could not find one potential market negative. (I am not making this up - go to the tapes!) Why in the world does SLINK, Farmer Jim, Drawdown, et al continue to parade on the network with smiles on their faces? (I am told, as I no longer watch!) Are the producers and show moderators tone deaf, unaware of the factors (above) that have contributed to the quick market drawdown or do they simply not give a damn? My comments are direct but not ad hominem. The observations are unassailable and based on archived videos of previous shows. @gnoble79 @KeithMcCullough @SamofAmerica @HedgeyeDJ @dougkass
Dougie Kass@DougKass

@TheStreet @TheStreetPro The Business Media Has Failed You * Not providing two way discourse/debate (and relying on formulaic programming) has prepared investors poorly for when the halcyon days are over and the tides starts going out... "So much for objective journalism. Don't bother to look for it here--not under any byline of mine; or anyone else I can think of. With the possible exception of things like box scores and race results, there is no such thing as objective journalism. The phrase itself is a pompous contradiction in terms.” ― Hunter S. Thompson, Fear and Loathing My comments below should be a familiar refrain for those that follow me on Twitter and elsewhere... Hubert Humphrey once said, "Freedom is hammered out on the anvil of discussion, dissent, and debate." The same applies to the generation and display of ideas -- in this case, market, economic and company views/outlooks. They are best presented and hammered out in disputation. The business media, especially Fin TV, has once again failed to properly serve their most important stakeholder - their viewers and readers. Journalists best serve their constituents by providing balanced and objective reporting. It is especially important for the media to always inject a degree of skepticism. This is even more important when the tide is coming in and the salad days of bullishness (come euphoria) are upon us. The media should do so to prepare for the inevitable downturn in fundamentals, stock prices and investors' sentiment. It is also important for journalists to remain independent of view and to not have personal relationships (or the desire to have access) with company managements to influence their views. (Salesforce  ($CRM) , ServiceNow  ($NOW)  and Nvidia  ($NVDA)  come to mind!) The business media has not provided this service. Instead, formulaic programming offers up the same (day after day) uber confident and non objective "talking heads" and their ever superficial "analysis" that is miles long but only inches deep (by practitioners who would never even qualify for interviews as analysts in any serious hedge fund and who never met a market they did not like) -- and, too often, are not supported by rigorous analysis or investment process. My comments are not intended to be ad hominem, they are (like Meet The Press' Tim Russert was) fact based - taken from archived videos and interviews. Without time stamps, guests and panelists in the business media are not held accountable. (Worse yet, they are too often filled with hubris). Case in point, a panelist on CNBC's Halftime @HalftimeReport , who, in the last three years, has endorsed only three specific stocks as his foundational, "forever" and largest holdings - Alibaba  ($BABA) , Moderna  ($MRNA)  and UnitedHealth  ($UNH) : * $BABA missed last night and the shares are -$7 overnight - the shares have receded from $192 to $128 (he has recommended all the way down - as recently as two weeks ago Trade Tracker: Steve Weiss buys more Alibaba ) * $MRNA dropped precipitously from $500 to a low of $22 (now $52) * $UNH declined from $595 to $282 (I should note that in the case of Alibaba, the panelist berated the other panelists who purchased BABA due to the ownership structure in which you are not a shareholder but own an interest in an offshore vehicle! Then he bought near the top of the chart.) Contrary views (read: bearish) are underemphasized or not delivered at all in a backdrop of giddiness and FOMO ("fear of missing out"). Discipline and assessment of downside risk relative to upside reward are nearly always abandoned as an extreme level of complacency is urged at just the time markets mature and overvalued equity prices peak (in a valuation promise of a new never ending bullish cycle and paradigm). Geopolitical risks, extreme valuations and private equity/credit concerns - were risks that some of us ursine types have been warning about for twelve months. Yet these factors were given little discussion or weight in the media. It is only "after the horse left the barn" (when the problems have surfaced), that a proper discussion is permitted. Memo to the business media: There are some situations one simply cannot be neutral about, because when you are neutral you are an accomplice. Objectivity doesn't mean treating all sides equally. It means giving each side a hearing. By Doug Kass Mar 19, 2026 7:40 AM EDT @dougkass @SeabreezeLP @V_arrell @TheDalesReport @SquawkCNBC @jimcramer @carlquintanilla @ScottWapnerCNBC @BeckyQuick @cnbcfastmoney @halftime @guyadami @saraeisen @pisani @Convertbond @LanceRoberts @KeithMcCullough @SamofAmerica @RPKent @HedgeyeDJ @pboockvar @tomkeene @ferrotv @lisaabramowicz1 @business @maddow @sruhle @msnbc @cnbc @SullyCNBC @WolfOfWeedST

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Adam Mossoff
Adam Mossoff@AdamMossoff·
Data analytics confirm huge bias in favor of pro-Islamic regime of Iran by BBC, CNN, NBC and NY Times. These media orgs used "war crime" 32 times in news reports in the first 3 weeks of the U.S./Israel-Iran war. ZERO references solely to crimes by Islamic regime, and 88% media uses referred solely to U.S. or Israel. Islamic regime uses cluster bombs against Israeli civilians, shoots missiles and suicide drones at civilian targets in numerous Arab countries not involved in war, fires missiles at holy sites in Old Jerusalem, etc., etc. ZERO identification of these war crimes as standalone crimes by major Western media organizations. This is shameful.
CAMERA@CAMERA4Truth

A new CAMERA analysis found @bbc, @cnn, @nbc and @nytimes used the phrase "war crime" 32 times in the first three weeks of the U.S./Israel-Iran war. 88% of those applications were directed solely toward the actions of the United States and/or Israel. Zero were directed solely toward the actions of the Islamic Republic of Iran. "The disproportionate application of the phrase stands in contrast with reality," writes @dmlitman. "Of the over 400 ballistic missiles fired at Israel, it is estimated that half of them were cluster munitions which drop dozens of submunitions over a wide radius of five miles. As of Mar. 22, at least two dozen of these missiles have hit populated areas, 'with over 100 separate impact sites.' While cluster munitions are not universally banned, using them to target populated areas almost certainly constitutes a war crime."

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Shay Boloor
Shay Boloor@StockSavvyShay·
Anthropic is testing Claude Mythos which is a new early-access model described as a step above Opus and its most capable system yet. Anthropic is rolling it out cautiously taking a cautious because the model may carry meaningful cybersecurity risk and is expensive to run.
Shay Boloor tweet mediaShay Boloor tweet media
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Rick Wilson
Rick Wilson@TheRickWilson·
Please don’t send this to @realdonaldtrump or his family members. It would be wrong to remind everyone he was a 5-time draft dodger and a coward.
Rick Wilson tweet media
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@McMokal @hasanthehun Europe, Australia, Japan, Canada, and Mexico hate the USA for their idiotic tariffs. The USA is being left to twist in the wind. Meanwhile, China, Russia, Cuba, Iran, and Venezuela are all alligned. And the BRICS nations are dumping the petro dollar. USA = isolated morons
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McMokal
McMokal@McMokal·
@L86463 @hasanthehun 1.) This would be a total disaster. I'd rather not one have them. China, north Korea, Russia, Iraq, Iran, Venezuela, and Cuba all have governments that do not play well with geo politics. 2.) The us has very real allies. Unlike Venezuela, north Korea, Russia, China, Iran, etc.
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Meg
Meg@Nightlionhandlr·
@L86463 @hasanthehun Stop being retarded. The citizens of Cuba swim through shark filled waters to escape the universal healthcare in Cuba. I couldn’t imagine being as retarded as you. This is you, knowing the era of Cuba being communist is over.
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Meg
Meg@Nightlionhandlr·
@L86463 @hasanthehun I did enlist 21 years ago. NAVY Seal for 20 of those years. Maybe you should enlist. It would make a man out of you. We’d cut that man bun off and not let you wear makeup anymore. And those pronouns got to go too.
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YouTube Curates Content, algorithm is a lie
@davenewworld_2 @MattLech Killing a small island nation because a world super power is continuously insecure about its depraved economic system and foreign policy The USA needs to step away from continual abuse. There will come a time when Russia, China, North Korea, Iran, Venezuela and BRICS all unite
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Fifty Shades of Whey
Fifty Shades of Whey@davenewworld_2·
As Cuba's electrical grid collapses, let me remind you that the only countries who are against ending the embargo on Cuba are the US, Israel, and a small handful of nations who get heavily lobbied by the US and Israel
Fifty Shades of Whey tweet media
Acyn@Acyn

CNN: Breaking news. Cuba's electrical grid has suffered a complete and total collapse. This is according to the country's power operator. It's the first nationwide blackout since the US effectively shut off the flow of oil to Cuba

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@arpitrage the point of taxing the uber wealthy billionaires into oblivion isn't to raise revenue. it's to disarm them of their abounding pathologies. no society can survive the sickness of billionaires. extreme wealth literally damages a human brain and morphs it into being a psychopath.
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Arpit Gupta
Arpit Gupta@arpitrage·
Ironically, the Piketty-Zucman view that the hyperrich have all the money has led to calls for lower taxes, as many Democrats now say taxes can go down for most people and we can raise all the money we need on the super rich
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@ryangrim @majorityfm Capitalism is always imperialist. It demands a body count. Always has. Always will. Everyone needs to quit pretending otherwise. Profits are at stake. Exploitation is at stake. They require death of anyone that dares to resist.
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