Green

@karlmehta "grows new brain cells" - we all want to think our IQ will go up if we sit in our sauna; but in reality ... if you are sitting in the sauna cooking yourself, the parts of your brain that regulate body temperature are probably the ones that are growing LMFAO.

We have proof that HEAT STRESS can reverse the brain's natural decline after 30. A 20-year Finnish study found that one 20-minute habit activates BDNF, the "neurogenesis protein" that grows new brain cells, strengthens memory, and cut dementia risk by 66%. Here's the breakdown:

@joinautopilot 3.4x earned income as a target (based on The Millionaire Next Door). So he's on target at $48,529 annual earned income. If he makes more, than he is behind.

A guy I know is 34 year olds He has: • $125k in his 401k • $40k in savings • No other investments He’s wondering if he’s behind. What would you tell him?

@hamptonism I'll take the under.

Anthropic CEO just said Ai will wipe out 50% of lawyers, consultants, and finance professionals within 12 months: x.com/theUMreal/stat…

@MaaizKhan "Bank role" not "bankroll"

A lot of people spend time trying to figure out why Buffett bought X or Y. Don't waste your time. You've got something Buffett wish he had (as an investor), a smaller bankroll. Be like Young Buffett, maximize your edge by buying small.

@MaaizKhan Bankroll, not bank role. 🤦‍♂️

@dampedspring Wait...wut?

Is there any active market participant on the planet that doesn't know that the capex spend is going to be absolutely huge?

@Pray4Equity It's going to replace avocados

AI is going to replace all software, all risk/legal/analytics services, it’s going to replace music, it’s replacing the goddamn STOCK EXCHANGES, it’s replacing every clearing firm, every video game developer, it’s replacing e-commerce and banking and payments and literally everything under the sun that isn’t already AI

@MauiBoyMacro And he never runs the analysis on international markets either, as out of sample validation

Funny how Ryan Detrick consistently excludes Great Depression era data from his data/posts. 👇🏼

@TradeQuantiX It's amazing what one can do with data mining.

Simple systems for the long term can generate fantastic returns. 1. Take the top 500 stocks in terms of liquidity 2. Take the top 100 stocks in #1 in terms of momentum (this is your trading universe) 3. Buy up to 25 stocks after a breakout when the S&P 500 is above the 200 day MA 4. Sell with a loose trailing stop Simple yet effective.

@InvestSpecial @hkuppy There are quite a few weaknesses with this analysis.

12% annual returns (net of fees) is the "Great Divide." Most struggle to beat the S&P 500. These 20 funds consistently hit that mark and, along the way, write impeccable investor letters. The ultimate fund letters shortlist👇 1) Praetorian Capital - @hkuppy 2) Gator Capital - @gatorcapital 3) Hayden Capital - @HaydenCapital 4) Laughing Water Capital - @LaughingH20Cap 5) Fairlight Capital - @Fairlight_Cap 6) Kingdom Capital Advisors - @kingdomcapadv 7) Atai Capital - @AtaiCapital 8) Merion Road Capital - @aaronjsallen 9) LVS Advisory (Growth Fund) - @LuisVSanchez777 10) Greystone Capital - @GreystoneCap 11) VOSS Capital - @CapitalVoss 12) Alluvial Capital - @alluvialcapital 13) SRK Capital - @CaptnKirk13 14) Silver Beech - @JamesHollier24 15) Sohra Peak Partners - @JonCukierwar 16) Crossroads Capital - @CrossroadsOnX 17) Saltlight Capital - @davideborall 18) Cedar Creek Partners - @eriksen_tim 19) Rewey Asset Management 20) Greenlight Capital Selection Criterion: 12% minimum CAGR since inception. Ranking: None. The list order is randomized and does not reflect relative performance.

@Quant_Kurtis They have a forward FCF measure, or you compute your own?

@ValueStox FactSet

For a few years I keep looking at the top 10 stocks of expected FCF yield in the S&P 500 and think....nah...it can't be that simple...can it? Current names are $CNC, $SYF, $SWKS, $PYPL, $HPQ, $APA, $CF, $MTCH, $BMY, and $DVN

@ndcarson @RobertMSterling Why wait?

This is exactly why guys like myself are becoming increasingly disenfranchised with politics and society as a whole. To @RobertMSterling's point, my generation can't afford to get married and raise a family. That's a luxury for those who are making bank. Meanwhile, we have foreigners getting free housing, food stamps, and free medical care even though they just arrived in the US yesterday. The money and opportunities that should be going to Americans is literally being given away to foreigners who have no stake in America. Millennials and Zoomers are just tired at this point. There will eventually come a time where stop caring about the social norms and do what we want because we have nothing to lose. Then the people in charge are going to have big freaking problems to deal with.

@Tim_Walz Tim Walz = exhibit A of why enlisted guys shouldn't be governor.

We’ve spent years cracking down on fraud - referring cases to law enforcement, shutting down and auditing high-risk programs. Trump keeps letting fraudsters out of prison. To the national news just now paying attention, here’s what we’ve done to stop it.

@LundinPhilip @MacroEdgeRes @grok

@MacroEdgeRes @grok what is this? Is this still because of the government shutdown or have the administration started to use this excuse more broadly and longer?

Retail sales data release postponed to mid-January, new home sales data postponed, housing starts report delayed to January 9th - scheduled for today #MacroEdge

@SteadyCompound There are three obvious problems with your post.

Good companies invest for the long term. That investment shows up as expenses today. So their earnings look worse than they should. Wall Street punishes them. The stock drops. Meanwhile, they're building moats that will generate returns for decades.

@AutismCapital evidence?

Will the media report that the victim of the Brown Shooter was a young conservative christian white woman who ran the only allowed young Republican group on campus and was part of a small group of only 20 openly conservative students at Brown? Will they mention that the police explicitly claimed it was likely a targeted attack to her family and that when he came in the room he looked specifically for her first before he fired?

@DeItaone Nominal or real?

*TRUMP: DON'T SEE WHY WE CAN'T HAVE 20%, 25% GDP GROWTH *TRUMP SAYS MARKET SHOULD CONTINUNE TO GO UP WITH GREAT RESULTS

@Wolfdog_Capital ...all of which are necessary. At some point in your journey, the list will become sufficiently long that one of two things will happen: (a) the list will cease to be useful, or (b) you'll consolidate the list into a few metaconcepts that capture the essence of things.

@ValueStox Appreciate the vote of confidence. I've made a career of putting in the work, analyzing failures, and getting better.

I took a number of large losses this year, including on positions I publicly pitched and defended. I wanted to share some of the processes I've updated and lessons I've learned (and relearned) doing post mortems on those losing positions: 1. Be suspicious when analyzing the fundamentals of losing positions and more generous with winning positions. When cracks start to appear at companies whose stock is down my default going forward will be to sell the position much more quickly. 2. Do not simply act as a stenographer of company earnings. I will go into each earnings report with a list of thesis breakers and evaluate the company's performance against that list. 3. Do not average down when I already have a full position. 4. Pay attention to management transitions. A CEO transition is an especially big deal when a company is in the middle of a turn-around. This should force a position to be trimmed if not outright sold. 5. When a large investment is made outside of the company's core focus, the rationale and fundamentals of the investment need to be scrutinized with a very critical eye. 6. Place much more emphasis on the numbers than the story. This is a lesson I've had to learn and relearn across my career. If there is a conflict between my gut and the numbers - trust the numbers. 7. Hold management accountable to accomplishing what they said they would, and sell if there they are saying one thing and doing another. For example, if management sold a story of simplifying the business, why are they adding complexity? 8. Do not ignore "non-core" parts of the business if they are still impacting the P&L for the foreseeable future 9. Avoid companies that tell you directly they are not in control of their destiny and are levered to poor endmarkets. 10. If a company uses macro as an excuse two quarters in a row, cut and run. 11. If a company is cheap on P/E but not on EV/EBIT then it's probably not that cheap. 12. Look to have more of a company's return come from growth rather than capital returns or the multiple rerating. 13. Pay attention to when a company is guiding revenue growth without operating income growth. 14. Trim positions when management goes from wildly bullish to bearish on conference calls or management is more negative than I am for 2 quarters in a row. 15. Block out the anecdotes and noise, especially those coming from family and friends. While they have my interest at heart their frame of reference is very limited. 16. Even though I want to let winners run, when a company's stock price moves well in excess of fundamentals trim!