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Fox
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@TiredAlexpc8 But there's no policy lever that can be pulled to bring prices down quickly. There's not enough physical infrastructure elsewhere to make up the entire deficit. Demand destruction has to occur somewhere at some point and that's bad for earnings
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@Stock_Fox__ Which is why the "Drill, Baby, Drill" pivot is key. When policy forces energy costs back down, those with locked-in infra will take it all.
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@TiredAlexpc8 Which is why we're grinding higher. Problem: there's a building energy shock that will cause demand destruction, and the market is pricing that as if it's a nothingburger
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@Stock_Fox__ Game theory is beating fundamentals right now. Buying the dip while the bans are front-page news is how you avoid getting caught offsides when the policy pivots.
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Fox retweetledi
The market is rallying because it's climbing the wall of worry. The problem? The wall is simply headlines about infrastructure maybe/maybe not being completly destroyed.
The market is completely ignoring and not pricing in any impacts from the oil supply shock that's unfolding
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@Investmentkage I need that infernape. I'd love to own all the Lv. X cards but they're so expensive
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Seriously guys check your childhood collection. I just found a nice little stash of holo cards 🤣
Kage Invests 影@Investmentkage
When I was a kid if I ever saw Pokémon cards at a garage sale, I bought them apparently at one of them there is a bunch of French cards because I keep constantly finding them. I never bought any French Pokémon pack so I know I had to have got them out of garage sale🤣 I can’t even find the last sold for most of these cards and normally when I do, the sale was years ago, so I have no clue how many most of my French cards are worth, but they’re cool
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Fox retweetledi
The market is acting like this war is really winding down
Gregory Brew@gbrew24
Everybody seems to think this war is over/ending, except for Iran, which makes sense since they are still being bombed. You can all buy the taco, but if Iran doesn't then the war can't end.
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Nvm oil made new highs and futures made new lows it's over
Fox@Stock_Fox__
Futures already up 50bp because the crisis isn't real and we buy every dip and maximally price in the TACO trade
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Fox retweetledi
There are some things you can TACO and there are other things you can’t really TACO
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@ser_kingslayer_ @blueprintsmb22 Liberation day could be taken back with a literal tweet. This war is far harder to unravel (and we're approaching some transitory supply shocks even if a miracle occurs and the war ends today)
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Fox retweetledi
Fox retweetledi
Fox retweetledi
these 5 paragraphs wiped ~$100B in market cap across credit card stocks (Visa, Mastercard, American Express, Capital One)…okie dokie
Bearly AI@bearlyai
Credit card stocks down big based on Citrini Research says AI agents will eventually transact on Stablecoin payment rails and bypass interchange. ▫️Visa -4.4% ▫️Mastercard -6.3% ▫️American Express -7.9% ▫️Capital One -8.0%
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