Open Source
2.2K posts
Open Source
@PantexCap
In the time of chimpanzees, I was a monkey
Katılım Haziran 2012
1.2K Takip Edilen5.3K Takipçiler
How are people selling this much stock and stocks are not going down
Someone is buying on the other side
zerohedge@zerohedge
There's the flush: "LOs net sold -$9.6bn across our floor today and ran a 50% sell skew (most of this within LT/PT channels). That is the largest day of net selling in our data set's history going back to 2022 and a 5 sigma event." - GS
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@stoked_on_waves It’s almost like there’s so much velocity it doesn’t matter that much. This would be compelling for a PE or Pc firm with 5-7 year investments but when you’re converting about twice a year….
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One of the greatest free money hacks continues to deliver. $BW now up significant from that report. $abx turned into a near double for all the additional amount I bought
Whenever you see these, unless it’s like a Malaysian zinc miner or something, just buy the big sell off. While I have significant respect for shorting, the short activists have almost all proven to be witless clowns and I can’t think of a name in recent history that got attacked and wasn’t up a whole lot a year later 🤣
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@ecommerceshares And American exceptionalism is stronger than ever. If the war ends, a massive hostile power is off the table and the Middle East is suddenly looking at a much lower risk premium
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The market’s been pretty firm because we know that a ceasefire would create a simply massive short covering and buy-back-in rally that could take the S&P500 to 7,300+.
On top, the war has highlighted US energy independence, making the AI growth story even more attractive.
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Since I focus on small caps…
GIF
Open Source@PantexCap
Red to green with strong follow through Friday and a gap up into Monday is my expectation.
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@wu_wei_invest You’re asking the wrong question.
Who has the ability to benefit from this, and what do they need to get it. Applies to USA, Israel, Iran, etc…
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@PantexCap Does Iran get a say? What will they ask for in return for ceasing hostilities?
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So the Us and Israel are now both saying the war will end soon. Fintwit is saying it will go on far longer and oil is going to $200.
Choose your fighter anon
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Open Source retweetledi
ISRAELI NETANYAHU: AFTER 20 DAYS OF WAR, IRAN CAN NO LONGER ENRICH URANIUM OR PRODUCE BALLISTIC MISSILES
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JUST IN: 🇺🇸🇮🇷 At least 16 US military aircrafts have been destroyed in Iran conflict, including 10 Reaper drones, Bloomberg reports.
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@SFarringtonBKC I guess. You just find a few random balance sheet or cash flow lines that look confusing and say they’re committing fraud because these don’t add up, and then find someone associated with the company who kicked their dog and make that your story
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@PantexCap They aren't witless clowns, it takes a lit of skill to twist the truth that hard
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I was promised the end of times
Reuben Rodriguez@ReubenR80027912
War with Iran was near universally predicted to usher in WWIII 10k US casualties in 1st months. Houthis blocking Suez, Iran blocking Straits. Hez + Hamas tying down Israel on 2 fronts. China & Russia gobbling territories w/ US pinned down NONE of that has happened
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Red to green with strong follow through Friday and a gap up into Monday is my expectation.
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I don't think I've seen the consensus narrative this bearish since April last year. The difference this time is that even Antonio is bearish.
If you are fundamental retail investor looking to maximize wealth over the long term like me, your job now is pretty simple.
Antonio Linares@alc2022
I have a feeling the S&P is going to drop 20% soon
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@Mr_Derivatives I do. Or at least by end of April as we get through some 1Q earnings and Iran is wrapped up
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I wonder if Tom Lee still thinks we’re gonna hit 7,300 on the $SPX by eom?
Not trolling, honest question.
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@LogicalThesis Meanwhile, United just said March rasm is up 14% YoY…!!!!
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@PantexCap Not to mention it's a k shaped economy and top of the K (biggest spenders in economy) are at risk
Re:white collar layoffs
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Markets are rational
Markets selling bc oil and inflation are up and it's tough to backtrack it
And now we aren't able to cut rates into a consumer slowdown
On top of big tech having little to negative FCF given capex
And it'll get worse if revenues drop from weaker consumer
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@PantexCap Yes
What do you call
1) abysmal gdp growth after high forecasts
2) negative NFP jobs print
3) flat retail sales when expected growth
4) wages not keeping up with resurging inflation
5) that's all before rising oil prices
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