Mike

38.2K posts

Mike

Mike

@MayorJoeQuimby

Appropriately cantankerous

Katılım Aralık 2009
5.7K Takip Edilen1.2K Takipçiler
Mike
Mike@MayorJoeQuimby·
@SecScottBessent @federalreserve W financial engineering being a crucial component to our economic well Being it’s obvious that Jay Powell will be needed to help administer our affairs. These are abnormally complex times in other words.
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Treasury Secretary Scott Bessent
It is unusual for soon-to-be-former Fed Chair Jay Powell to stay on at the @federalreserve. For someone who speaks so often of norms, his unilateral decision to stay flies in the face of tradition. Kevin Warsh will bring about a new day at the Fed, with accountability, management, and sound policymaking in the lead.
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Jack
Jack@alphacharts365·
If Oil moves to 120ish, I think things start breaking…. That’s about 12% from here.
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Lloyd Blankfein
Lloyd Blankfein@lloydblankfein·
Ken Griffin is self-made. He built his businesses largely outside NYC but is now growing it in NYC. With Ken comes construction of an office tower, high paying jobs, tax revenue and a remarkable commitment to local philanthropy. Not sure why that pisses off the new mayor.
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Mike
Mike@MayorJoeQuimby·
@fejau_inc Markets broken. We have crossed many lines and I can’t imagine things holding up much longer without structural changes that will change how we live.
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fejau
fejau@fejau_inc·
The FOMC is going to be a soap opera now oh man
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Reads with Ravi
Reads with Ravi@readswithravi·
What’s the shortest book that had the biggest impact on you?
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Mike
Mike@MayorJoeQuimby·
@whoistife_x Boxing harder on body than literally anything else. On day one I walked in w small bottle of water. On day two I walked in w two full gallons. And I had been avid cyclist hockey player wrestler and tennis player prior. None of that meant a thing. Boxing was brutal.
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Tife
Tife@whoistife_x·
when you start boxing. you’d realize why one round is 3 minutes 😂
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Amy Nixon
Amy Nixon@texasrunnerDFW·
@WOLF_Financial Couple with high prices, it’s brutal for young families trying to enter the market
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WOLF
WOLF@WOLF_Financial·
The average rate for a new 30 year fixed rate mortage in the United States 🇺🇸 currently sits at 6.37% - MBA
WOLF tweet media
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Mike
Mike@MayorJoeQuimby·
@stonksguy It’s a multi day thing anticipating and end to the nonsense du mois.
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Dr. Stonks
Dr. Stonks@stonksguy·
get ready for a nice short cover oil rocket up for 5 min or so and then come back down to some where more reasonable
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Mike
Mike@MayorJoeQuimby·
@Sam_Badawi If you stop participating w all this nonsense and save money you might get somewhere!
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Sam Badawi
Sam Badawi@Sam_Badawi·
PAUL TUDOR JONES ON BUYING THE S&P 500 RIGHT NOW: "If you buy the S&P at this current valuation, the 10-year forward returns are negative when you buy with the S&P P/E of 22. That's what history shows." Jones called the 1987 crash before it happened. He's not predicting a crash. He says the setup is more leveraged than anything he's seen including 2008. "The stock market's really high, and it's going to be really hard to make money from here."
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Mike
Mike@MayorJoeQuimby·
@RealJimChanos What *isn’t* engineered is the question
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James Chanos
James Chanos@RealJimChanos·
Your occasional reminder that the goal of an orchestrated short-squeeze is to sell into it.
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fejau
fejau@fejau_inc·
Which will move markets more tomorrow?
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Mike
Mike@MayorJoeQuimby·
@ChrisCamillo I would not be too cocky w these markets.
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Chris Camillo
Chris Camillo@ChrisCamillo·
Same AI fear cycle every 60 days. This time right before tech earnings, recycling a stale OAI “miss” narrative. Market’s finally tuning it out.
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FinancialJuice
FinancialJuice@financialjuice·
JPMorgan's CEO Dimon: In the worst case, I worry about deflation.
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Mike
Mike@MayorJoeQuimby·
@gfc4 You don’t think there are a dozen other funds killing it? Prob many dozens.
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George Coyle
George Coyle@gfc4·
If Jane Street is making so much money, why isn't anyone coming in to compete thus reducing their revenue? Technological barriers to entry?
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Mike
Mike@MayorJoeQuimby·
@texasrunnerDFW Calls like this mean they’re sucking wind.
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Amy Nixon
Amy Nixon@texasrunnerDFW·
Just got an email from a sales guy at a new construction community that we contacted back in… Wait for it… 2022 Four years later. This guy’s “circle back” skills are incredible
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Mike
Mike@MayorJoeQuimby·
@DeepIceValue People will trade and make money and lose money and lose money and make money for years and years and years and then realize they should have gotten a masters degree or started a business instead of wasting their time w this
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Deep Value Investing
Deep Value Investing@DeepIceValue·
People will see this chart and still ask what makes you think $MU is expensive.. 🤦‍♂️🤦‍♂️
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Mike
Mike@MayorJoeQuimby·
@ChessNetwork Bishop to b5 preparing counterattack by both white rooks
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ChessNetwork
ChessNetwork@ChessNetwork·
In this queenless endgame, what's the best reply to ...b4?
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Chess Master
Chess Master@xxChessMaster·
Black to move and win! If you can solve this puzzle, you are genius!
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Mike
Mike@MayorJoeQuimby·
@ZTheTrader You’re all wasting your time. Just have fun w it.
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⚡️The Traveling Trader⚡️
The market is absolutely brutal. Most people think there is only one way to get screwed i.e. stocks in your portfolio tank. But imagine not buying a single stock when they were down and witnessing this historic rally that makes no sense. You buy you're gonna get burned - if you don't buy, you feel left out. We've seen capitulation rallies like this before. They can last for many months. - '99 - '00 - '06 - '07 - '20 - '21 Don't get burned trying to participate casually. Everything from here should be absolutely deliberate and tightly risk managed. Shorting at the wrong time can f*ck you, longing something with leverage that pulls back can f*ck you, buying a stock heavily that you missed the entire way up can f*ck you. Lost decades (if they happen) are overblown - unless you do the wrong thing at the wrong time with the wrong size.
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