Spencer

If high gas prices upset you, remember it’s a small price to pay for a nuke that didn’t exist and a Strait that was already open

@ShakerBall_Cap What a stupid tweet. lol

Whenever a financial advisor reaches out to try to make me their client, I ask them to walk me through how $10 of depreciation impacts the three financial statements. Gets them every time.

@zerohedge Yikes

Asian refiners offered to buy Upper Zakum crude from the United Arab Emirates at around $20 a barrel above official prices, as processors scramble for medium-sour grades: BBG

"QE is reverse Robin Hood. It’s policy that steals from the poor, to give to the rich." - Kevin Warsh

@RentYourStocks Great analysis. Hard to believe that they’re not primed to shoot up

Play stupid games, win stupid prizes $NVO Market Maker edition... Next week, on the 8th of April, $NVO is paying out its dividend of roughly $1.25 a share, which is equivalent to about 3% of the stock price. Now studies are rare on payout date and are more common on ex-dividend, but lately I have noticed a pattern on very oversold valuish stocks. On the way down, they keep getting oversold and more oversold and don't bounce. Meanwhile, they are being accumulated by value investors, dip buyers, and dividend bros. Eventually, a stock bottoms out and reaches equilibrium and starts turning up. The problem is the value buyer and dividend bros don't sell. As the stock moves up, dealers have to buy stock as traders jump on the momentum flip. The more stock/options they buy they more dealers have to buy to hedge as the price moves upwards along the option distribution curve. Now layer this in with Novo's constant share buying of 250K a day, and then the kicker. The dividend. Many investors and especially the dividend bros are set up to reinvest dividends. On April 8th, dealers need to buy shares for all their clients. Except there are a few sellers. You completely nuked the stock, now they are NOT selling. Not only that, but given the low stock price, the dividend allows investors to buy many more shares. Dealers need to induce selling, but the only way that happens is with a large move upward.

I’m ngl macro trading was more fun before the defining edge was whether you were in the inner circle of people who knew what the president was about to tweet.

BREAKING: 🇺🇸 Rep. Thomas Massie says Epstein’s island rapists should be in prison, “even billionaires,” some still in the U.S. Senate.

Insane article. Tremendously well written. For the sake of optimism, let’s conditionally assume that this is overly bearish. However, if even half of these assumptions materialize, the glory of the Western world and the corporate class is in dangerous territory. Good luck longs!

@ZaherTPI @michaeljburry This may be a shot in the dark… 0 economic moat and 208 PE ratio?

@michaeljburry I mean, in the grand scheme of things, how can you be bullish $GME and bearish $PLTR?

@Koodull Too much tweeting, not enough speculating. #CCO 🆙

@WaySpence 👅👅👅👅

@unusual_whales Goldman says what their clients want to hear. Best believe they’re de-risking as we speak.

Goldman Sachs, $GS, says we’re not in an AI bubble

@leadlagreport Based

@StealthQE4 Definitely something brewing in the underlying here 🫣

Observations: My LYFT driver who has over 10,000 rides(app told me) said he’s never seen business this slow. Claimed he never had gaps between rides before and now happens all the time since August. Restaurant I’m at(usually packed) is empty and has 5 people at the bar.

@unusual_whales Gen Z will surely pay a price for this later on.

62% of Gen Z use social media for financial advice over traditional financial advisors, per BI

Real spill. 💯

The NFL players who have had at least a dozen sacks in each of their first four years in the league... 1. Hall of Famer Reggie White 2. Micah Parsons That's it. That's the list.

While this pendant is so OD this does demonstrate the difference between the "diamonds" a lot of rap stars wear and the real deal

No cut!! Same sneakers, same rotation of clothes! Salute to the real trench baby wives!!

@TyneAI 😮‍💨