bonbonfinance retweetledi
bonbonfinance
97 posts
bonbonfinance retweetledi
More specifically, never bet against the fiscal-driven debasement train.
Koyfin@KoyfinCharts
Never bet against the American consumer
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bonbonfinance retweetledi
@SteveSaretsky So we all complain country keeps running at a deficit but whenever we tax the rich or corporates everyone is like no thanks. 🤔
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bonbonfinance retweetledi
bonbonfinance retweetledi
GTA 5 player tried to stop the train in the hardest way possible, but it didn’t end well...
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@SteveSaretsky Apparently it’s been going on for awhile - also felt the same as you this kind of leverage is way too irresponsible for retail investors…
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Ontario Realtors pre-selling Edmonton multiplexes using CMHC MLI financing.
I’ve never been more bearish in my life.
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bonbonfinance retweetledi
STANLEY DRUCKENMILLER: "I SHORTED $200 MILLION OF INTERNET STOCKS IN MARCH 1999. IN THREE WEEKS I COVERED THEM AT A $600 MILLION LOSS."
"I was short 12 stocks. They all went bankrupt. Every one of them."
He was right on every single pick. Still lost $600M.
"If you're dead wrong on a long, you can lose 100%. If you're dead wrong on a short, you can lose 10 times your money."
"Frankly, I'm not sure I've ever made money in shorts. I've never had a down year, but I'm not sure I've made money in shorts. I like it. It's fun. But you can get your head handed to you."
"Don't try that at home."
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bonbonfinance retweetledi
This Allbirds story is so insane:
→ $BIRD IPO'd in 2021 at a $4 billion valuation
→ Silicon Valley's favorite shoe
→ Lost 99.5% of its value in 4 years
→ Closed every US store
→ Sold the entire brand for $39 million
→ Renamed itself "NewBird AI"
→ Using $50M to buy GPUs and compete with AWS
→ Stock up 450% today on 875x normal volume
This is the most unhinged corporate pivot of the decade and the newest meme stock entrant
Tracy Alloway@tracyalloway
Allbirds, the shoe brand, now says it's an AI compute company.
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bonbonfinance retweetledi
bonbonfinance retweetledi
BINGO:
"the only way to change sentiment is for widespread fuel outages"
HFI Research@HFI_Research
In my view, this is the biggest misconception in the oil market today. Generalists are looking at it from Strait of Hormuz traffic flow while oil specialists are looking at production shut-in. Generalists are saying, “Well, if there’s a peace agreement or tanker starts to come back, everything will be fine.” Oil specialists are saying, “No, shut-in barrels are barrels that will be replaced via lower storage volumes elsewhere. Tanker availability delays production shut-in returning by 1-2 months. Total barrels lost = 1+ billion bbls.” I don’t think it’s anything more complicated than that. So the only way to change sentiment is for widespread fuel outages.
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bonbonfinance retweetledi
I feel crazy. There is an energy crisis looming. I am screaming the end is near but no one cares
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bonbonfinance retweetledi
A blockade to block the blockade that's blocking the Strait that wasn't blocked before being blocked due to war of choice launched by Trump. Strategery!
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bonbonfinance retweetledi
PM Carney: "Virtue is like a muscle, it grows with exercise. When we are kind, kindness grows. When we seek unity, unity grows. When we are Canadian, Canada grows. And when we are all in for Canada, we will build Canada strong for all."
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bonbonfinance retweetledi
PM Carney: "It started quietly. People choosing a wine from the Okanagan over one from California -- anyone had any bourbon recently? No, I didn't think so. Sorry."
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bonbonfinance retweetledi
Told my wife to have dinner ready at 6 or I will obliterate her entire civilization.
She now charges me a fee to use the bathroom, that used to be free, and I didn't get dinner. WTF
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bonbonfinance retweetledi
bonbonfinance retweetledi
Stock market be like:
GIF
Polymarket@Polymarket
BREAKING: Iran claims it has closed the Strait of Hormuz.
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