Lord of the Market

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Lord of the Market

Lord of the Market

@LordMarket22

Katılım Ocak 2015
66 Takip Edilen16 Takipçiler
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Lord of the Market
Lord of the Market@LordMarket22·
“They have nothing left.” “We’ve already won!” — Trump, Mar 9, week one. “Total obliteration.” “They have no strength left.” “We can easily open Hormuz.” — April. It’s almost June and the headline is “agreed in principle” to open it. We are living in Groundhog Day since March 9th, same announcement, market pumps every time. Only difference? Returns don’t reset the next morning, hence the 20-30% from lows 😂 Trump, Mar 9: “they have nothing left” Trump, Apr 1: “The hard part is done” Trump, Apr 3: “we can easily OPEN the Hormuz Strait” May 24: “agreed in principle to reopen” 🔄
unusual_whales@unusual_whales

BREAKING: The U.S. and Iran have agreed in principle to a deal that would reopen the Strait of Hormuz, a U.S. official said, per NYT

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Lord of the Market
Lord of the Market@LordMarket22·
@KobeissiLetter Here we go, the contradicting, self-ambiguous news cycle again. Today we can expect the opposite: “Discussions are going great, soon we will have the greatest deal of all time for America and the world.” Rinse and repeat.
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: President Trump says he is "not sure we should make the deal" with Iran if Saudi Arabia, the UAE, Qatar, and "others" do not join the Abraham Accords. President Trump says these countries "owe it to us."
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Beardo
Beardo@BeardoTrader·
Alright, here’s my $MU thesis: In 100 years, Micron Technology invents time travel. And right now, people from the future are coming back in time to buy the stock before it goes completely parabolic.
Beardo tweet media
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Lord of the Market
Lord of the Market@LordMarket22·
Thank you as well for the good discussion… I am more pessimistic. We had a crazy run on almost nothing. I heard this thesis before so not claiming I found it: opening Hormuz could be the biggest sell-the-news event in years. Nothing left to wait for, profit taking can kick in. So even if they open tomorrow and magically mines evaporate into clouds instantly (realistically months of demining work), even then I see at least a correction or close to it. I also think Trump and everyone will focus on the World Cup soon, so not huge volatility near term, until WC ends. But in 3-6 months I would expect some reallity kicks in and the greedy and overleveraged crowd has a hard time. Whether this will be 5-10-15% or a slow grind down, I am not sure how it plays out. But I am SUPER careful. Usually I am 110-120% invested with leverage when it makes sense. Right now barely 30%, in super strong companies only. Take care
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🏴‍☠️
🏴‍☠️@calvinfroedge·
- Bet on Strait of Hormuz closure, a black swan event they said could never happen because it would be so damaging to the global economy - Be correct - Make no money - Markets have sharpest rally in financial history
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Lord of the Market retweetledi
The Great Martis
The Great Martis@great_martis·
Semiconductor Boom vs. the Dot-Com Bubble: 26 Years Apart. The only difference today is that we have many new participants waiting for their tuition fees. Won't be long.
The Great Martis tweet media
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Lord of the Market
Lord of the Market@LordMarket22·
@PhenomAnon_X @darthcap1tal @calvinfroedge @grok generate me a funny meme picture which shows the comparison between tulips and semiconductors dunno like chips growing from the ground and ppl trading it for houses, castles etc… catch the fun of this… Sam Altman could be one of the tulips dealer for example
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Lord of the Market
Lord of the Market@LordMarket22·
@GeneticaBRZ @darthcap1tal @calvinfroedge Exactly this! And also if you check AAL doing the same, bigger the crisis better it is rising, actually war and high kerozin prices is good for then xD (market decided this) PS some influencers started to push those companies… Plus technical reasons but still crazy to see.
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Lord of the Market
Lord of the Market@LordMarket22·
You got this, the market was played and manipulated like never-before-seen levels… But also the market can be ignorant and delusional for a while. Markets rallied after the 1973 Yom Kippur War started, then the oil embargo hit and stocks cratered 45%. Same before the Gulf War in ‘90, everyone thought it’d blow over until oil doubled. In 2008 Bear Stearns collapsed in March and the market bounced for months before the real crash in September. COVID, the market hit all-time highs in February 2020 while the virus was already spreading globally. The market is NOT always right… And we did not even talk about other manias…
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Julius Goldberg
Julius Goldberg@adkhey_g·
@darthcap1tal @LordMarket22 @calvinfroedge Makes no sense. He ultimately did the right thing, why else do you think they started to censor everything around the war, no updates from the Strait or the Warzone? 5 weeks ago the IEA said this is the worst supply shock ever and recovery will take months. No reaction on market
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Lord of the Market
Lord of the Market@LordMarket22·
“Market can never be wrong”, sure, price is price. But that’s not the argument. The argument is whether current prices reflect economic reality or algo-driven recycled headline chasing. Two very different things. Plus if market is always right then there is no undervalued stock, everything priced perfectly, then why do you pick stocks at all?
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AGG
AGG@darthcap1tal·
@LordMarket22 @calvinfroedge Sounds like loser speak. Market can by definition never be wrong. Wrong timing and being right is STILL wrong. You can’t smear fake recycled news excuses on a load of bread.
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Lord of the Market
Lord of the Market@LordMarket22·
Micron is now worth almost half of Amazon. Let that sink in.
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Lord of the Market
Lord of the Market@LordMarket22·
No signed deal, but the market behaves like everything is solved. Will this be the biggest sell-the-news event of our lifetime, when the deal is finally signed?
The Kobeissi Letter@KobeissiLetter

BREAKING: Iranian state media announces initial details of the "Memorandum of Understanding" for the US-Iran peace deal. INITIAL DETAILS OF THE DEAL, PER IRAN: 1. US Military forces will withdraw from the vicinity of Iran 2. The US Navy will lift its blockade of the Strait of Hormuz 3. Iran has committed to restoring the number of commercial transit ships through the Strait of Hormuz to pre-war levels within 1 month 4. Iranian state media says military vessels are not included in this draft agreement 5. The management and routing of ship traffic through the Strait of Hormuz will be handled by Iran in cooperation with Oman 6. If a final deal is reached within 60 days, this agreement will be approved in the form of a binding UN Security Council resolution US oil prices extend losses to drop below $89/barrel.

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Keşfet

@KobeissiLetter @Stocktology_ @BeardoTrader @darthcap1tal @calvinfroedge @great_martis @grok @PhenomAnon_X