Andrew Sarna

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Andrew Sarna

Andrew Sarna

@SarnaCapital

Macro charts, subscribe to my daily newsletter below

Katılım Haziran 2019
1.4K Takip Edilen812 Takipçiler
CANoilandgas
CANoilandgas@CANoilandgas·
DJ Holds on $CNQ.TO $IMO.TO $ATH.TO $HWX.TO
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Michael Kao
Michael Kao@UrbanKaoboy·
Musings of the Day, 7/11/26: I’m using up my Fable credits as fast as Dario is extending them — keep ‘em coming! 🔥 🔥 🔥😎😎😎
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Michael Kao
Michael Kao@UrbanKaoboy·
Food adventures - Krakow, 6/22/26:
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Michael Kao
Michael Kao@UrbanKaoboy·
Travelog - Prague, 6/16/26: Spanish Synagogue
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Walter Deemer
Walter Deemer@WalterDeemer·
The media keeps referring to SpaceX as a $1.75 trillion IPO -- but they're actually selling only $75 billion of stock. $75 billion is still a lot of money for investors to come up with, but they're not going to have to raise $1.75 trillion somewhere...
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Mippo 🟪
Mippo 🟪@MikeIppolito_·
14. Ethereum will completely reverse sentiment and have its best year since 2021. L1 will have a renaissance in 2026 and largely win the market for RWA issuance. Stablecoin volume will grow slightly, more growth will come from treasuries and new types of RWAs.
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Mippo 🟪
Mippo 🟪@MikeIppolito_·
27 predictions for 2026 🧵
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zerohedge
zerohedge@zerohedge·
*STRATEGY SOLD 32 BITCOIN FOR $2.5M DURING MAY 26 TO MAY 31
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Andrew Sarna retweetledi
Ryan Randall
Ryan Randall@ryanjrand·
Two great charts from @SarnaCapital in today's "Off the Charts" newsletter. [Chart 1] Another challenging dynamic has been the performance of the momentum factor. The stocks that are going up simply continue to go up even more. (Mike Zaccardi) [Chart 2] Semiconductors have suddenly become the largest industry group in the S&P 500. (Bloomberg)
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Zynx
Zynx@ZynxBTC·
This is probably the worst sentiment I have seen for Bitcoin in over a decade. AI stocks are going parabolic and the S&P 500 is at all time highs. Gold had its run. Everything is making money right now and it's almost hard not to. Everything except Bitcoin. The contrast makes it particularly brutal. It is not just the fact that Bitcoin is down, but also that every other asset is at or close to all time highs at the same time. The opportunity cost is massive especially for newcomers. It is tough but we have been here before. Staying the course.
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Andrew Sarna
Andrew Sarna@SarnaCapital·
@SamRo I don't really get why the y axis starts at -2?
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Sawyer Merritt
Sawyer Merritt@SawyerMerritt·
Ferrari has just officially unveiled its first ever all-electric car, called the Ferrari Luce. • Starting price: $640,000 • Interior co-designed with Apple's former head of design, Jony Ive • Range: 280 miles (expected EPA) • Peak charging speed: 350kW • 122 kWh battery • 1,050 horsepower • 0-60mph: 2.4s • 800v • Four-door four-seater • Four electric motors • OLED screens • Weight: 4,982 lbs • Front motors spin to 30,000 rpm, rears hit 25,500 rpm • Car uses an accelerometer to capture real vibrations from the electric motors & rear chassis. An algorithm filters out unpleasant frequencies and amplifies only the more “musical” sounds. This can be heard inside and outside the car. • Paddle shifter on steering wheel changes how aggressively torque is delivered, with five different levels • The trunk has 21.1 cubic feet of space, the largest luggage capacity the company has ever offered • 197.6 inches long, about as long as a Tesla Model S U.S. deliveries start in Q2 2027. More photos in the thread below:
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Andrew Sarna
Andrew Sarna@SarnaCapital·
@nachkari Agreed, what’s the point if it’s marginally better than via. Do it right or don’t bother.
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