steven prediletto

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steven prediletto

steven prediletto

@StevePrediletto

Partner - OpenArc Corporate Advisory

Atlanta, GA Katılım Nisan 2011
1.7K Takip Edilen1.1K Takipçiler
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steven prediletto
steven prediletto@StevePrediletto·
Jan 2025 predictions 1-yr return: Long renewables $FAN +40% $TAN +43% $NLF +58% Neutral oil $XLF +4% Long eAviation $JOBY +70% Long 🇨🇳 $CNYA +32% Long 🇪🇺🇬🇧 $IDV +43% Neutral $BTC -10% Long gold/metals $GLD +66% $XME +102% Lab-grown meat: 7 states banned…signals they’re worried
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steven prediletto
steven prediletto@StevePrediletto·
@howardlindzon I’ve been caught up in hype cycles. -> In 2016, I believed robotaxis would be omnipresent by 2021 and 3.5 million truck drivers out of work. I refuse to participate in the AI hype cycle.
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Helene Meisler
Helene Meisler@Chartfest1·
Today is the first day I sense a bit of panic in the air.
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steven prediletto
steven prediletto@StevePrediletto·
@conorsen @Chartfest1 Conor’s “2-week rule” This week our firm experienced a notable uptick in inquiries from wealth management clients about the war in Iran & implications for the economy and financial markets Most concerned cohort: Ultra high net worth families w/ concentrated equity positions
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Conor Sen
Conor Sen@conorsen·
@Chartfest1 I think it’s the first morning where people are worried about how much they could lose if this continues rather than what a TACO rally would look like.
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steven prediletto
steven prediletto@StevePrediletto·
Time is a flat circle. 1962: In response to the American deployment of nuclear missiles in Europe, the Soviet Union attempted to deploy nuclear missiles in Cuba. 2026: In response to American threats to countries providing Cuba with oil, Russia sends two fuel ships to Cuba.
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steven prediletto
steven prediletto@StevePrediletto·
@conorsen A few colleagues drove from TPA to Atlanta on Modnay due to cancelled flights. I’m dreading a trip to NY next Friday. I may end up meeting via Zoom.
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Conor Sen
Conor Sen@conorsen·
The TSA situation at the Atlanta airport seems really bad now, hope this DHS situation gets sorted out by the weekend.
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steven prediletto
steven prediletto@StevePrediletto·
@OMillionaires Yesterday, I asked Claude to (hypothetically) calculate the cash required to move a particular stock up by $1 by buying shares and cash needed for an option gamma squeeze. The output was insightful. Claude was smart enough to remind me “stock manipulation” is illegal.
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Option Millionaires
Option Millionaires@OMillionaires·
How many dollars does it take to get your stock to keep going up? Asking for a friend... (well not a friend at all, just asking) $TTD
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steven prediletto
steven prediletto@StevePrediletto·
China spends US$3 billion to build one nuclear reactor •33-36 reactors under construction •Goal is 150 new reactors by 2035 with an output of 200 GW…enough ⚡️to power all households in the US + Canada US spends $1 billion/day in Iran and has no reactors under construction
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steven prediletto
steven prediletto@StevePrediletto·
Sunday, 16 March 2008, ~5 PM EDT: $JPM acquired Bear Stearns for $2/share (down 94% from the Friday close) I was ⛷️ in CO and on the phone with clients. A friend snapped this photo with her Blackberry.
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steven prediletto
steven prediletto@StevePrediletto·
Attended a wedding on Sat: •Bride is a CDC scientist. Postponed honeymoon due to her work on the Measles outbreak •I was asked about the impact of the Iran War on the U.S. economy/markets •Consensus: US will be involved in a ground war (months to years) •No one asked about AI
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Hulk
Hulk@HulkCapital·
You can TACO tariffs. You can’t TACO a war so easily. I don’t buy the idea that this ends quickly.
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steven prediletto
steven prediletto@StevePrediletto·
The usable width in the Strait of Hormuz for international shipping is approximately 4 miles consisting of two 2-mile shipping lanes. Naval mines have an effective kill range from 400 yards to 8,000 yards. 18 ‘dumb’ mines (400 yard kill zone) is all you need to wreck havoc.
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steven prediletto
steven prediletto@StevePrediletto·
@conorsen @colossus_cap Iran war costing $1b/day Trump asking for $50b emergency war funding (50 more days?) Lindsey in Miami hawking ‘Free Cuba’ Trump merch on Fox News to prepare viewers for regime change in Cuba. If we’re lucky SPX might find support ~5700
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Conor Sen
Conor Sen@conorsen·
@colossus_cap Even if someone has a TACO/BTD mentality, feels like you should be in a position to handle stocks dropping 10% over the next two weeks just in case.
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Colossus Capital🗽
Colossus Capital🗽@colossus_cap·
To be clear: I do think Trump inevitably TACO's... but it'll happen after we've taken FAR more pain, and after he first tries 100 other things to keep oil suppressed. Regardless of what happens I certainly am not going to try and BTFD like a hero here Survival is about risk management
Colossus Capital🗽@colossus_cap

Reminder this is consensus — Trump will TACO with SPY just -2.5% off ATH His last TACO was when we dropped -20% in a week and all he had to do was pause tariffs that hadn’t even been put in place yet… Not change course on a regional war

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steven prediletto
steven prediletto@StevePrediletto·
I haven’t purchased gasoline since 2011 but the line at the Costco fueling station in Brookhaven (Atlanta), GA extends to Hermance Drive. Costco workers are directing traffic. A third fuel tanker just arrived.
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steven prediletto
steven prediletto@StevePrediletto·
@LumberTrading Not much happening other than burning HFO/LNG to maintain their position. 🟡=Cargo ship 🟠=Tankers 🟢=Tugs
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Phil BuildTheFutureNow 🇺🇸🦅🌲💙
Phil BuildTheFutureNow 🇺🇸🦅🌲💙@PhilSustainable·
The BYD Seagull is the MacBook Neo of cars. a 4-seat EV with a 250-mile range. For $9,700. It’s minimalist, efficient, and makes every other “budget” car look like a 2008 Android tablet. The future is already here, just not in the USA. And it’s embarrassingly affordable.
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steven prediletto
steven prediletto@StevePrediletto·
While scanning old newspaper articles to determine outcomes for the current war in Iran, two from 1995 stood out: •Iran predicated to have nuclear weapons by 2005 •No answers for veterans suffering from Gulf War syndrome
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steven prediletto
steven prediletto@StevePrediletto·
Conversations with oil well owners receiving monthly royalties based on the average daily price of Brent.
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Keşfet

@howardlindzon @Chartfest1 @conorsen @OMillionaires @HulkCapital @elonmusk @BarackObama @taylorswift13