WTF is happening with the 30 Year Bond.
Someone is blowing up.
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Sid The Bear
6.5K posts
Sid The Bear
@OverboughtWatch
Trader/ Political Commentator / Financial Markets Fuckery
Katılım Mayıs 2020
446 Takip Edilen254 Takipçiler
Yeah because the BOJ has become day traders
FinancialJuice@financialjuice
Japan's Fin. Min. Katayama: There have been speculative moves in FX markets.
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EXACTLY !! This is how the war will resume. #Iran
Cem Karsan 🥐@jam_croissant
⚠️ Prepare for #3️⃣ 1/US Navy 🚢 escorts global commercial ships 🛳️ through Hormuz. 2/Iran 🇮🇷 fires 🔫💥 @ US 🇺🇸 ‘Humantarian Envoys” & US 🇺🇸 is forced to “respond defensively” ⏭️Iran now is seen 👀 as starting a NEW conflict. So… 👇 👇 👇 👇 👇 👇 👇 👇 👇 👉US 🇺🇸 is subtly no longer “the aggressor” 👉 No new War Powers clock 🕰️ starts, because the US 🇺🇸 is acting ‘defensively’ & ‘did not initiate hostilities’. 👉 Trump 🃏has increased midterm political cover for the likely drawn out conflict that proceeds… 👉 Europe 🇪🇺 + other allies now have political cover to support the US 🇺🇸 conflict.
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@Mr_Derivatives THANK YOUUUUBB THIS IS WHY I CANT WATCH ANY AMERCIAN SPORTS.
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I don't really watch much Futbol (aka soccer to us Americans).
But the more I watch it, the more I like it.
One of the main reasons is that it's continuous action without any breaks or commercial interruptions.
Once you realize that, it's hard to unsee the countless commercials and breaks in between NBA, MLB, NFL, etc...
Am I right or am I right?!
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Sid The Bear retweetledi
Strategy CEO @phongle refuted my claim that $STRC is a Ponzi scheme by arguing it’s “transparent” and “very clear what we’re doing.” But I never accused Strategy of hiding the scheme. In contrast, I called STRC the most obvious Ponzi precisely because $MSTR is so open about it.
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@shaguncrypto Who’s stupid enough to do this. STRC is not a bond. They don’t have to pay you if shit goes sideways. Read the fine print. It’s a ponzi
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Listen. Don’t overcomplicate it:
- Put $100,000 into $STRC earning $11,000/year
- Allocate $50,000 to $MSTR
- Own at least 1 BTC
Enjoy the retirement.
Insider Wire@InsiderWire
#BREAKING: Warren Buffett says U.S. investors are in a “gambling mood” more than ever before.
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@FinanceLancelot The market has already crashed. Most stoks are down 20-40%.
But it’s the AI trade and financial holding up this market. It’s over 50% of the market
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Remember what happened to consumer spending in 2008 when gas prices spiked like this?
The cost of food surged next, which completely collapsed consumer spending. 60 days later the market crashed.
The Grand Californian@dartinguphill
filled up the Silverado. I'm quite sick to my stomach now @ $7.39 per gallon
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Sid The Bear retweetledi
Sid The Bear retweetledi
Sid The Bear retweetledi
Listen carefully Michael Saylor and $MSTR holders.
"A death spiral convert"
Financelot@FinanceLancelot
Hang on a second, if $BTC's average return is 39% per year, how are you only up 3% in the last 6 years? 🤔 Your cost average is 76K, you pay 10-11.5% per year on borrowed money. Only 3% return means you're net negative Where is the strategy in Strategy Michael Saylor? 🤪 $MSTR
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Sid The Bear retweetledi
Every investment professional, government regulator, or finanical journalist who does not call out $MSTR and $STRC as scams, and @Saylor as a fraud, can’t be trusted. I wonder what all of the people working in the crypto industry will do for work after the bubble fully deflates.
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Imagine you flip a coin 10 times and you flip heads each time. Would you bet you’ll flip heads again on the 11th?
That’s the same as buying $SPY here
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Higher oil prices = higher stock market.
Got it.
$SPY $SPY
GIF
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@BringInvest Full disclosure I have sold my puts at 375 for a decent gain.
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@OverboughtWatch Ok I see! Thanks a lot and congrats to us both on cvnas reversal today!!
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$CVNA Less can 50mil in free cash flow and market cap over $100 billion. Right….
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$CVNA DOWN 10% in 5 mins.
The market is figured it out.
Lower margins
Most profits coming from loans
Scammmm
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$CVNA is the market finally realizing that carvana is a scam
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@BringInvest Carvana’s Q1 2026 results where $354M in gains on loan sales represented 87% of $405M GAAP net income, up from 73% the prior year.
• take out loan gains leaves $51M operational net income on roughly $6.4B revenue, underscoring razor-thin margins from core vehicle retail sales
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@OverboughtWatch Hi where do you get that 50 mil fcf figure? I am also short this pump and dump btw :)
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$CVNA
Does anyone know how to read a balance sheet?
Margins down
Free cash flow down
Revenue per unit down
Most their revenue is from loan sales, not car sales.
This isn’t a used car company, it’s a loan shark.
What multiple do you want to put on that?
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