@BoringBiz_ Just buy a home with an assumable mortgage. Problem solved
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G-HardMoney
1.7K posts
G-HardMoney
@RoamingOptions
Options Trader, Investor and Strategy Developer. Bitcoiner. Opinions are my own and should not be treated as a recommendation.
Galt’s Gulch Katılım Ocak 2020
552 Takip Edilen173 Takipçiler
There will be two classes of people in the future
1/ People who were wealthy before 2022 and locked in a sub 3% mortgage rate
2/ People who were too young or poor to buy before 2022, so they had to take on a mortgage rate nearly 2x higher than their slightly older peers
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@ThierryBorgeat This is like bragging about your basketball team winning the 2nd quarter when they lost the 1st, 3rd and 4th and the final score was an absolute blowout.
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In the twenty months leading up to the March 2000 peak:
• Nasdaq 100: +290%
• Berkshire Hathaway: -45%
The greatest investor of all time underperformed the most exciting index of his generation by 335 percentage points in less than two years.
Many sold Berkshire to buy tech.
You know how the story ended. The Nasdaq crashed 80%. Berkshire recovered and kept compounding. By 2004, Berkshire was up 430% from the start of that period. The Nasdaq was up 270%.
Buffett didn't change. The crowd did.
The crowd lost.
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@BecauseBitcoin Where is David Levenson??
x.com/unusual_whales…
GIF
unusual_whales@unusual_whales
BREAKING: 30-year mortgage rates have hit 6.75%, per Mortgage Daily News
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@lost_nomad__ California beaches are great because you can drive 2-3 hours and be in the mountains or wine country. Drive 2-3 hours from beaches in Florida or the Carolinas and you get swampland and confederate flags. Yes, I’m being hyperbolic, but to be fair, so were you.
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Sad to say, but unless you surf, California beaches are basically worthless compared to Florida or the Carolinas
Odd because they are so glamorized. My only attempt at an explanation is that CA is just where Hollywood is so they promoted their own beaches over elsewhere
Jared Hardin@JaredDHardin
Florida gulf beaches > California beaches Not even close
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OKC just took the Spurs best punch, and it still took 2OT, on a night where everyone not named Dub and Caruso were objectively horrible.
I remind you that last year OKC lost Game 1 against Denver on a Gordon game winner & Game 1 against Indy on a Hali game winner.
Long series.
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@JoeCarlasare Where did he go? Haven’t heard him for a while and he has been wrong on everything. Mortgage rates were supposed to come down and people were going to make gobs of money shorting Tech and buying consumer staples and utilities 💀
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@antibearthesis Survivorship bias at its finest. Why not just full port into NVDA? It dominated QQQ over the same period.
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@MarketUpdate53 Thank you sir, always appreciate your forecasts. More people should be following you 🫡
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While the market has in keeping with the projection made here on April 20th, the 5-wave advance is likely complete, and a 2nd wave correction is likely to follow before heading higher.
A break of 7358.54 will confirm that it's underway.
$SPX Market Update@MarketUpdate53
A New Long-Term Projection On March 31st, the day after what we now know to be the Intermediate (2) Correction Low, I wrote: "While 2nd waves typically correct a 1st wave by retracing 38-61% of that 1st wave, they can be shallower (retracing less than 38%) or deeper (retracing as much as the entire 1st wave)." The shallower 2nd wave scenario proved to be the case here, and we can now use Intermediate (1) (which ran from April'25-Jan'26) and Intermediate (2) (which ran from Jan'26-March'26) to project Intermediate (3): More than likely, Intermediate (3) is targeting $SPX 8484-9823 as it will likely extend 100-161% of the length of Intermediate (1) (which was 2167pts). A break of 6609.67 would raise doubts about this projection, and a break of 6316.91 would invalidate it altogether.
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A 20% gain in the S&P 500 tech sector in four weeks has happened only three times in 100 years.
1929. 2000. 2026.
The first two times ended badly.
The third just happened.
The market is a great teacher. It just charges very high tuition for the same lesson.
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@David_Tracey One of the few posts on my timeline correctly using a long term logarithmic chart. I’ve seen way too many linear charts posted over the past week.
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@garysavage1 I won’t argue with your thesis of a bubble, but why post a linear chart? Should definitely be looking at log scale otherwise everything that is designed to go up looks like a bubble.
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I'd say the odds are good that stocks are well into their bubble phase. Where the top is no one knows. But these can last longer than most people expect, and trying to short a bubble is an extremely efficient way to lose a lot of money very fast.
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A huge part of this rally was driven by a gamma squeeze.
Now the reverse begins.
Large funds are distributing shares at these levels. Then put options start building. Market makers who sold those puts will have to short stock to hedge exposure.
Selling creates more selling.
Once momentum flips, the downside can accelerate very fast.
The same mechanics that squeezed the market higher can unwind it even harder on the way down.
$NVDA $AMD $MU $AVGO $SMCI $TSLA $QQQ $SPY
Norveçli@norveclifinance
SELL. Prepare for at least two rate hikes within the next 6 months. Sticky inflation, war-driven energy risks, and extreme AI bubble valuations are a dangerous mix. The market is still not pricing reality. $SPY $QQQ $NVDA $AMD $MU $INTC $TSLA $MSFT $SMCI $ARM
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⚠️THIS IS UNPRECEDENTED:
The S&P 500 Gamma has surged from deeply negative levels at the end of March to the highest since 2021, the fastest surge EVER.
The only comparable episode was late 2021, when a similarly extreme gamma setup preceded a market top by just 1-2 months.
Gamma measures how much market makers must buy or sell in stock futures to hedge their options positions.
When gamma is positive and rising, market makers act as a stabilizing force, buying dips and selling rallies.
When it swings this violently from negative to positive, it signals an extraordinarily unstable market structure underneath a calm surface.
This has been driven by extreme speculation, particularly in the semiconductor stocks.
When a market reversal comes, it will be sharp and severe.
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@AirExpel @jasongoepfert Well this won’t help. Shorts are piling in.
BuddyBear@BuddyBear88
They are STILLL slapping $SOXS with semis at all time highs again. This is the third largest volume ever on this ticker.
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@RoamingOptions @jasongoepfert Mr. Basketball American. The more likely scenario is that one of your leading scorers gets injured.
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So, again, this is just shouting into a void.
But this is the most new lows within the S&P 500 $SPY on a day the index poked above a prior all-time closing high.
Ever.
Like EVER, ever.
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Whoa
This is insane
Pulled up a 1929 stock market chart
Then I pulled up a 2026 chart
Dragged the 2026 chart around until it lined up perfectly with this red line
Looks like a massive crash is coming
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@JesseCohenInv A lockout bull market. But I know the response you want is a bubble.
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Ribeye inflation index has a big print. New price $37.99/lb. 17% inflation annualized from October. 18.5% annualized since last June. 90% cumulative since 2020. 11.0% compounded annually over 6+ years. Same ribeye, same store. High rates? Don't care. Bitcoin is the only way out!
Parker Lewis@parkeralewis
Your favorite all in one inflation index has a price update. Same ribeye at the same store is up 6.2% since June, now $34.49/lb. 19% annualized. Since the prior update in 2024, compound annual inflation is 12.6%. Cumulative 72.5% increase since 2020. Bitcoin is the only way out!
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Nasdaq 100 is trading 15% above its 50-day moving average for the 3rd time in 30 years.
Last 2 times were during 2009 crisis and dot-com crash.
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