SaltyAF

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SaltyAF

SaltyAF

@OceanMan_CCB

aggressive learner, equities trader, analytics nerd.

Atlantis Katılım Aralık 2021
318 Takip Edilen186 Takipçiler
Weary Centurion
Weary Centurion@weary_centurion·
$PYPL This is ultimately why I sold PayPal It wasn’t the valuation it’s because I lost faith in the BOD after they axed Alex Chriss Diego Scotti and Michelle Gill were probably the highest achieving execs during Alex’s leadership Diego did amazing things with Venmo and Michelle managed to inflect SMBs back to growth I do not think it’s coincidental that they have departed As time goes on it seems more and more likely PayPal is going to be broken up and sold for parts It will probably work out ok for shareholders but it’s a painful reminder of what PayPal could have been if it was managed correctly and not neglected to the point of deterioration under Schulman I don’t think it would have mattered who the CEO was who took over in 2023, it was destined to fail. Nobody knew the full extent of the damage under the hood I also suspect there is an entrenched corporate culture there which is obstructive towards innovation and meaningful change A real shame
StockOpine@Stock_Opine

PayPal just dropped a new 8-K and it’s raising some serious red flags. 🚩 Yet another major leadership shakeup. Two EVPs are out: Diego Scotti (Consumer Group) and Michelle Gill (Small Business). Scotti’s exit is especially notable as he was the executive driving Venmo’s growth and monetization, and he led the launch of PayPal Everywhere and PayPal Ads. $PYPL is shifting to a new 3-unit operating model, but they are leaving critical growth engines like Venmo to interim leads. How many executive restructurings does it take before we start questioning the stability of this turnaround story?

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Sensei
Sensei@Sensei0701·
@ns123abc As much as I like Elon, his case is becoming weaker day by day if one listened to the testimonies and the arguments made by the opposing lawyers (OpenAI’s and Microsoft’s). Polymarket also agrees.
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NIK
NIK@ns123abc·
🚨 NEW COURT FILING — OpenAI's own solicitation emails to Musk For three days, OpenAI's lawyer Savitt has been framing Musk as a founding donor who broke his pledges. Today Musk's lawyers filed the receipts to show what actually happened: Altman's October 2015 email to Elon Musk: > "As discussed I think starting with a $100MM commitment (and leaving the time unspecified) is the way to go..." Then the number: > "Can you donate $30MM over the next 5 years?" Musk responded: > "Let's discuss governance. This is critical. I don't want to fund something that goes in what turns out to be the wrong direction." Altman to Musk, a few months later: > "Can you do $20MM a year for the each of the next 3 years?" Musk delivered $38 million plus the office rent. Two and a half years after Musk left the OpenAI board, the asks resumed. July 22, 2020, OpenAI's CFO to Musk's family office: >"It would greatly help the nonprofit org if you're willing to assist with covering... landlord passthroughs and security costs." Musk agreed. He funded OpenAI's rent. Under California law, when a charity solicits and accepts donations, a fiduciary relationship forms between the person who asked and the person who gave. A legal duty to use the money for the declared charitable purpose. Altman and the CFO solicited. Musk donated. OpenAI accepted. Then converted the charity into an $852 billion company. The trust was breached.
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SaltyAF
SaltyAF@OceanMan_CCB·
@KobeissiLetter This is just very poor money management. Buy a lower priced vehicle. 🤦‍♂️
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
A growing number of Americans can no longer afford their car loans: A record 42.6% of underwater car buyers turned to an 84-month (7-year) loan to keep monthly payments manageable in Q1 2026. Being underwater means owing more on a car loan than the car is currently worth, resulting in negative equity. Rather than paying off the difference, many buyers roll this gap into their next loan, pushing themselves deeper into debt. This percentage has DOUBLED since 2016 and is on track for its 3rd consecutive annual increase. Buyers with negative equity financed an average of ~$56,000 for a new car in Q1 2026, ~$12,000 more than the average new vehicle buyer. As a result, their average monthly payment rose to $932, the highest on record. In March, car loan default rates jumped to their highest since 2010. Auto-loan distress is surging.
The Kobeissi Letter tweet media
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Jeff_M
Jeff_M@Jeff_sixKings·
This is what happens when you elect a piece of shit like trump who appoints white supremacists to the court. When we take Congress & the Presidency in 2028, we must expand the court by 4. Not doing this in 2020 was the 2nd biggest mistake Biden & Democrats made. Biggest mistake was not putting trump in jail.
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Barack Obama
Barack Obama@BarackObama·
Today’s Supreme Court decision effectively guts a key pillar of the Voting Rights Act, freeing state legislatures to gerrymander legislative districts to systematically dilute and weaken the voting power of racial minorities - so long as they do it under the guise of “partisanship” rather than explicit “racial bias.” And it serves as just one more example of how a majority of the current Court seems intent on abandoning its vital role in ensuring equal participation in our democracy and protecting the rights of minority groups against majority overreach. The good news is that such setbacks can be overcome. But that will only happen if citizens across the country who cherish our democratic ideals continue to mobilize and vote in record numbers - not just in the upcoming midterms or in high profile races, but in every election and every level.
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SaltyAF
SaltyAF@OceanMan_CCB·
The illiquidity factor could pose a problem, it’s a crack in the foundation. But when the Fed increases monetary supply by trillions, as the world becomes increasingly digital…this money naturally flows into equities. Stock-Market-Cap to GDP is obviously going to increase, and it’s not problematic. It’s just a function of having more cash, and finding an easy place to store it.
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Patrick OShaughnessy
Patrick OShaughnessy@patrick_oshag·
Paul Tudor Jones says the US is more dependent on equity prices than ever, and explains what a 35% correction would trigger in the economy: "We're 252% of stock market cap to GDP. In 1929 we were 65%. In 1987 we got to ~85-90%. In 2000, 170%. If you think about the periodicity of significant bear markets. Since 1970, we get a mean reversion about every 10 years. Let's say mean revert to the past 25 or 30-year PE. That would be a 30, 35% decline. Well, 35% on 250% of GDP is 80, 90% of GDP. 10% of our tax revenues are capital gains, they go to zero. So you can see the budget deficit blowing up. You can see the bond market getting smoked. You can see this kind of negative self-reinforcing effect. In the stock market, we're over-equitized as a country. We have the highest individual equity weightings in the history of the country. And then the real problem is if you look at private equity in 2007-2008, that was about 7% of institutional portfolios. Now it's about 16% of the institutional portfolios. We're so much more illiquid than we were in 2008. The problem is that if you buy the S&P at this current valuation, the 10-year forward return is negative when you buy the S&P with a PE of 22. That's what history shows. So yes, the S&P is spectacular long-term, if you have a hundred-year view. But that's because that's an average of a hundred years, including times when the S&P 500 PE was 6, 7 and 8, or one third of what it is right now. Valuation matters a lot, and the stock market's really high and it's gonna be really hard to make money from here with any kind of long-term view."
Patrick OShaughnessy@patrick_oshag

My guest today is Paul Tudor Jones (@ptj_official), one of the greatest macro traders of all time. He correctly predicted the 1987 stock market crash and shorted the Japanese bubble in 1990. For over 40 years, his flagship fund has had a negative correlation to the S&P 500. 100% of his returns are alpha. He says today's market has so many similarities to 2000, "the easiest bear market I've ever seen in my whole life." He makes the case for going long dollar-yen, why Bitcoin beats gold as an inflation hedge, and why he was wrong about Warren Buffett. But what I'll remember most from this conversation is Paul's zest for life. He's 71 and still wakes at 2:30 every morning to trade the London open. He works out for two hours a day. He walks with his wife every evening. He travels the country chasing peak spring and peak fall. He's so excited about the songs picked for his funeral that he wishes he could be there to hear them. Paul has lived five lifetimes in one. He's one of the most entertaining and interesting people I've met, and the conversation will leave you searching to be as passionate about what you do as he is about what he does. Enjoy! Timestamps: 0:00 Intro 1:00 The Kindest Thing 13:19 Trading vs. Investing 17:33 Lessons from Warren Buffet 22:24 The Existential Risks of AI 29:54 The Nature of Trading 31:46 Bitcoin 35:55 Bubbles 42:08 A Day in the Life of PTJ 46:00 Information Overload 47:07 Passion for Markets 50:49 The Robin Hood Foundation 54:18 The Workless World 56:03 Journalism 1:00:00 Principal Components of a Great Life 1:05:06 Kill Them With Kindness

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Cantonese Cat 🐱🐈
Cantonese Cat 🐱🐈@cantonmeow·
We're still soooo early into a bull market It’s OK to just DCA There may or may not be pullbacks You haven't seen anything yet People don’t think things would go straight up anymore Just stay vigilant for now
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Altcoin Sherpa
Altcoin Sherpa@AltcoinSherpa·
we've had a few good coins that have ran strong straight from TGE but sadly these have become fewer and fewer over the last several years. The only 1s I can really think about semi recently(That werent totally crime filled) were: $ONDO $TIA what others am I missing?
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Shay Boloor
Shay Boloor@StockSavvyShay·
$AMZN just launched a national GLP-1 weight-loss program. Injectable treatments start at $299 per month while oral options start at $149 per month.
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Rod
Rod@Crypto_R0D·
Remove the noise, this is the only chart you need for the coming months. $BTC
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Prof
Prof@TheProfInvestor·
People be like: Market drops - fuckin Trump is so stupid Market pumps higher- fuckin Trump controlling the market you hate losing money you hate making money go figure
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Steve Cooper
Steve Cooper@scooperon7·
Toppled Turbines: those wind turbines on 128 in Gloucester have been dismantled and no longer dot the landscape of this seaside community…city leaders felt it was time for them to go after various problems over the years including a blade that fell off #7News
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unusual_whales
unusual_whales@unusual_whales·
"Gen Z and millennials are burnt out because older generations worked just as hard, but they ‘had hope.'" per Suzy Welch in FORTUNE
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SaltyAF
SaltyAF@OceanMan_CCB·
@DiaTSLAPLTR @unusual_whales A $1000 payment back in the 70s was easily far more than a $3000 payment today. And rates will drop again, and gen z will take advantage. Your position is predicated on a guess, and a lack of understanding.
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MarketMaverick
MarketMaverick@DiaTSLAPLTR·
@OceanMan_CCB @unusual_whales 16% on a $80k house is a $1,000 payment. 7% on a $450k house is $3,000. Rates dropped for Boomers and they refinanced Gen Z doesn’t get 40 years of tailwind to bail them out.
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SaltyAF
SaltyAF@OceanMan_CCB·
@IncomeSharks This is why I prefer to pair the confluence of higher highs and higher lows (or vice versa) when monitoring OBV.
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IncomeSharks
IncomeSharks@IncomeSharks·
Unusual to see tech stocks about to make all time highs with OBV sitting near 2025 April lows. A complete deviation from it typically following it.
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SaltyAF
SaltyAF@OceanMan_CCB·
@IncomeSharks OBV also lagged behind the April 2025 reversal. Just sayin’
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IncomeSharks
IncomeSharks@IncomeSharks·
First time the S&P 500 has made an ATH without OBV. Either the move was so bullish it broke it, or it's a massive warning sign.
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MarketMaverick
MarketMaverick@DiaTSLAPLTR·
@unusual_whales Boomers bought homes at 2x median income that same home costs 6x today, . Same hours, half the purchasing power. That’s not a hope gap, that’s a math problem.
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