Oden Sateeb

6.3K posts

Oden Sateeb

Oden Sateeb

@aubin613

Katılım Aralık 2014
183 Takip Edilen145 Takipçiler
Oden Sateeb
Oden Sateeb@aubin613·
@Geo_papic This guy is useless, we can read the tape. V shape is difficult to bet against, but the numbers will talk
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Marko Papic
Marko Papic@Geo_papic·
The last two calamities that investors have traded – pandemic and Ukraine – both found a bottom in equities well before they were over. That is all I am going to say about that.
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Heisenberg
Heisenberg@Mr_Derivatives·
If you told me $USO oil would be up 12% on the day and $SPY flat ish, I’ll laugh so hard at you stuff will come out of my noise. …but here we are.
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Rick Rule
Rick Rule@RealRickRule·
Do your personal balance sheet a favor, and have a listen
EndGame Macro@onechancefreedm

Berkshire Is Prepared For Something Bigger Than A Dip Buffett is not saying nothing is wrong. He is saying this still is not real pain. That distinction matters because a market that is only 5% or 6% cheaper is not suddenly attractive to someone who has spent a lifetime waiting for true mispricing. He has seen actual repricings. The kind that crack confidence, force liquidations, and move assets from weak hands to strong ones. This, in his view, is not that. Here’s the real tell. Not the interview. The balance sheet. Berkshire entered 2026 with roughly $373.3 billion in cash and short term U.S. Treasuries, including about $321.4 billion in T-bills, and another $17 billion in bills was reportedly added in late March. Berkshire calls that dry powder. And since Berkshire still says it would rather own productive businesses than Treasuries, that pile is not a preference. It is a verdict. And the verdict is simple. Buffett still does not think the board has been reset. Greg Abel may now be CEO, but Buffett is still chairman, still around the capital allocation process, and still close enough to matter. So this is not a retired legend making casual observations from the sidelines. It is a man who has been positioning for a harsher environment for quite a while, quietly telling you this correction still has not produced the kind of terms Berkshire waits for. History helps here. Buffett does not build liquidity like this because he wants to feel comfortable. He builds it so Berkshire can be the one buyer with cash, credibility, and no financing problem when markets move from discomfort to distress. That was the playbook with Goldman and GE in 2008, and Bank of America in 2011. He waits for the moment when fear, valuation, and funding stress collide hard enough to create truly asymmetric opportunity. That is the signal. Not that everything is fine. Not that collapse is guaranteed. Just that this still is not the kind of dislocation that rewrites the board. And when one of the wisest investors of all time is telling you that in his usual understated way, ignoring him is not skepticism. It is complacency.

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Disclose.tv
Disclose.tv@disclosetv·
JUST IN - Trump: "The biggest bridge in Iran comes tumbling down."
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Peter Schiff
Peter Schiff@PeterSchiff·
@MarioNawfal Well now I have something in common with The Boss. According to Trump we are both losers.
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Mario Nawfal
Mario Nawfal@MarioNawfal·
🚨🇺🇸 The President of the United States woke up this morning and posted a 150-word personal attack on Bruce Springsteen. Called him a dried up prune. Insulted his plastic surgeon. Told his supporters to boycott concerts that "suck." Somewhere a CENTCOM briefing is waiting. Somewhere four astronauts are floating toward the Moon. Somewhere oil traders are checking $108 on their screens. And Trump had the nerves.
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PBD Podcast
PBD Podcast@PBDsPodcast·
“You DIDN’T Make Arguments” - Adam BREAKS SILENCE On Dave Smith Debate Fallout
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NoLimit
NoLimit@NoLimitGains·
“Dad can you pump it just a little so retail buys back in, then we’ll pull the rug”
NoLimit tweet mediaNoLimit tweet media
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Tom Elliott
Tom Elliott@tomselliott·
Warren Buffett vs. the @federalreserve: “I wish they had a 0% inflation target … once you start saying you’re going to tolerate 2%, that compounds pretty dramatically over time. “And you’re saying to people, if you’re getting less than 2% on your money, you’re going backwards”
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Interpreter
Interpreter@Interpreter2026·
@RealRickRule I'm about to block you Trump makes billions on corruption Newsom runs a shithole The fed is a communist concept And you're going in on Bernie Dumb fuck
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Tom Vee
Tom Vee@Tom_Vee·
@OzraeliAvi So you pretend to have a bit of humanity, just to turn out and say 'April Fools!' and reveal that you actually have ZERO humanity, and are 100% a demon, and we're supposed to think that's funny? 🤨
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Avi Yemini
Avi Yemini@OzraeliAvi·
After years of putting my life on the line defending Israel, calling out every blood libel and every terror apologist, yesterday’s Knesset vote has finally broken me. They just passed a death-penalty law for convicted terrorists “with blood on their hands.” I’ve spent my entire adult life arguing Israel is better than this. Turns out I was wrong. This isn’t self-defence. This is the moment we became what our enemies always claimed we were. I can’t defend it anymore. Not today. Not ever again. The mask is off.
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Dan Bilzerian
Dan Bilzerian@DanBilzerian·
@atensnut Trump sold our country out for personal gain. Kent’s done 11 combat tours and has been exposing the stranglehold Israel has on America, the traitors are the ones putting a foreign nations interests before our own
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NEXTA
NEXTA@nexta_tv·
🇭🇺 What a scandal! Orbán is massively bribing voters in Hungary’s poorest regions People are being paid $150–170 for the “right” vote, given firewood, medicine, and even offered temporary jobs. This is revealed in an independent Hungarian investigation titled “The Price of a Vote.” Journalists proved that representatives of Viktor Orbán travel to villages and literally buy votes. Those who refuse are threatened. 🔺Notably, the investigators initially only wanted to gather evidence of voter bribery — but ended up uncovering an entire system that cynically exploits the vulnerability of disadvantaged social groups where people are literally struggling to survive.
NEXTA tweet media
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Citrini
Citrini@citrini·
Out of nearly 6,800 trading days in XLE’s history, only 41 days registered a rolling 3-month return above +40%. They are clustered into 5 episodes, almost all of which were recoveries after significant crashes. The past 3 months have been the highest sharpe XLE has ever had.
Citrini tweet mediaCitrini tweet media
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Clash Report
Clash Report@clashreport·
IDF announces the killing of a soldier in Lebanon: Sergeant Moshe Yitzchak HaCohen Katz, 22, from New Haven, Connecticut.
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