Bryan Scott

1.4K posts

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Bryan Scott

Bryan Scott

@edgepacific

I trade a bit, if not hiking and skiing Queenstown NZ

Queenstown-Lakes District, New Katılım Mayıs 2009
1.4K Takip Edilen396 Takipçiler
George Noble
George Noble@gnoble79·
A $470 million Buffett disciple just closed his fund and declared stock picking is dead. This is literally the most BULLISH SIGNAL for active management I've seen in years. Guy Spier ran Aquamarine Fund for 28 years out of Zurich. Returned 1,186% since 1997. Won a charity lunch with Buffett in 2007. And he just gave up. His reason is that AI is making research obsolete. Everyone has access to the same data. The edge is gone. I've heard this EXACT argument before. In 1999, they said the internet eliminated information advantages. In 2007, they said quant models had solved investing. In 2012, they said passive indexing made stock picking pointless. Every single time, the obituary for active management was written at PRECISELY the wrong moment. Here's the data Wall Street doesn't want you to focus on: In the first half of 2025, 46% of large-cap active managers BEAT the S&P 500. Only 22% of small-cap managers underperformed their benchmark. That's the best showing for small-cap stock pickers in over two decades of SPIVA data. The moment everyone is giving up on active management is the moment active managers are performing BETTER than they have in years. Meanwhile, investors yanked $640 billion from active mutual funds in 2025. Passive funds now control 55% of total US fund assets. This is textbook contrary indicator territory. When money floods mindlessly into index funds, it creates the EXACT inefficiencies that skilled stock pickers exploit. Passive funds don't analyze balance sheets. They don't question management. They don't distinguish between a company trading at 8x earnings and one trading at 80x. They just buy whatever's in the index regardless of price or fundamentals. You can't call that investing. And I'm not done here yet: The Mag 7 stocks that drove the S&P 500 for two years are now spending $700+ billion annually on AI infrastructure with NO measurable productivity returns for most companies deploying it. As valuations continue to compress, passive investors own every single one of those overpriced names by default. Active managers can CHOOSE not to. That's literally a superpower. Spier said the Buffett-and-Munger approach of finding overlooked, high-quality companies at reasonable prices no longer works because "everybody is looking everywhere." With respect - no, they're NOT. Everybody is looking at the SAME 7 stocks. The same mega-cap tech names. The same AI narrative. Nobody is looking at small-cap energy companies trading at 5x earnings. Nobody is looking at commodity producers with fortress balance sheets. Nobody is looking at emerging markets trading at historic discounts to US equities. THAT'S where the edge lives. The best opportunities in my entire career have come when the consensus said a strategy was dead. Active management isn't dying. The lazy version of it is. And for those of us willing to do the work, ignore the noise, and think independently? We HAVE entered the GOLDEN AGE of stock picking. The herd is running in one direction. I'm going the other way.
George Noble tweet media
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Bryan Scott
Bryan Scott@edgepacific·
@NickDrendel Thanks Nick, your time and energy much appreciated. Much respect for sharing the knowledge and trading live...not many brave enough do that. Thats where learn most listening to thought process every day.....
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Nick Drendel
Nick Drendel@NickDrendel·
This is the type of trading you love to see. Great job @edgepacific coming back from October after doing the hard work and making a real plan. Trading a smaller account as you work out the kinks and sharpen your edge. This is what traders do to become consistent! 👏
Nick Drendel tweet media
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Michael Brown
Michael Brown@MrMBrown·
Just when you think things can’t possibly get any worse…
Michael Brown tweet media
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Bryan Scott
Bryan Scott@edgepacific·
@FinanceLancelot true but not due to supply shortage, people panic bying and lots of rural people have storage capacity so filling up before prices go up
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TheGladiator
TheGladiator@TheGladiatorHC·
Nick Ward on why the silver market is about to explode. "China is printing trillions to buy assets, while the western banks are currently short 4.4b ounces or 550% of annual silver production. That's a train wreck waiting to happen" The silver bull run isn't over yet.
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Bryan Scott
Bryan Scott@edgepacific·
@AuclairsDad I just follow your for auclair photos and put up with stock stuff.....who cares about markets
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Crypto Tice
Crypto Tice@CryptoTice_·
RAOUL PAL JUST DROPPED THE MOST INSANE PREDICTION OF 2026. 🚨 $3 trillion to $100 trillion Same cycle as 2017. Peak by June. Everyone is watching the wrong signal. It's not the halving. It's not the bill. It's the cycle. And Raoul Pal says we're in it right now. AI money flowing in. ETF billions piling up. Global liquidity expanding. Regulatory clarity arriving. $100 trillion isn't a prediction anymore. It's a roadmap. June 2026. Circle it. The man who called the last cycle… Just told you exactly when this one peaks. Are you positioned?
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Bryan Scott
Bryan Scott@edgepacific·
@RealSimpleAriel in the nicest possible way, thats a cold hand you got there...just copy Nick for a while. umac up 12% of support gap and 10 day.....hot hand
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Ariel Hernandez
Ariel Hernandez@RealSimpleAriel·
$RKLB files for 1 billion ATM offering. Good. I didn't want to be up 8.5% on my new position anyway 😂🤣
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Dennis C
Dennis C@dennisc230·
Since the market sucks lets have some fun. Share a photo with me. Make sure to reply to the original post so they are all in the same place and add where the photo was taken. Glacier Lake Eagle Cap Wilderness Oregon.
Dennis C tweet media
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Bryan Scott
Bryan Scott@edgepacific·
@Fongern_FX Dreadfulmaths..were not losing all production just 15% big whoops...its the inflationary affect tgat matters
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Marc-André Fongern
Marc-André Fongern@Fongern_FX·
Forget those oil reserves! Global(!) emergency oil reserves: ~2 billion barrels. Daily consumption: ~100 million barrels. That means all reserves would last about 20 days. In short: Time to find a peace deal, fast
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Bryan Scott
Bryan Scott@edgepacific·
@NickDrendel You should try nz. Goes from doable 3.30 am to 2.30 am. Then when our clocks change goes 1.30 am.....eod trades until september
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Nick Drendel
Nick Drendel@NickDrendel·
Worst weekend of the year for Arizona traders 🥱
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Bryan Scott
Bryan Scott@edgepacific·
@AuclairsDad absolute heart goes out to you Benji. No better friend than a dog
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Sam Ashworth-Hayes
Sam Ashworth-Hayes@SAshworthHayes·
Short circuits the forever war thing. If you have enough intel and airpower then you don't need to commit to long term boots on the ground.
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Sam Ashworth-Hayes
Sam Ashworth-Hayes@SAshworthHayes·
If this works out it would be such a humiliation for the foreign policy establishment. Decades of clever schemes and gameplay and all this time you could just kick the door down, kill the leader, and warn the next guy that if he doesn't behave he knows what'll happen.
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Bryan Scott
Bryan Scott@edgepacific·
@AuclairsDad Young girls beat to death for hair showing. Bomb these twats til people rise up.
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Bryan Scott
Bryan Scott@edgepacific·
@RealSimpleAriel You did a video before big event. I just presumed ypu wouldnt and didnt even look it...hope weeks celebratoon awesome
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Ariel Hernandez
Ariel Hernandez@RealSimpleAriel·
Wearing my lucky Dow 50000 hat and Cathy Wood t-shirt for tonight’s watchlist video. If this doesn’t lift the market while I’m traveling, nothing will 😂🤣
Ariel Hernandez tweet media
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Brent aka Blacklion
Brent aka Blacklion@BlacklionCTA·
Be very careful in equities. This looks like methodical selling/liquidation, just relentlessly hitting the ever shrinking bids. When they are done they disappear and it can be wild. Watching Euro close, closely.
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Ariel Hernandez
Ariel Hernandez@RealSimpleAriel·
$NVDA looks and acts like a stage 3 top. Don't shoot the messenger. No position
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Bryan Scott
Bryan Scott@edgepacific·
@AuclairsDad Whats strange that. I get up at 3am to gamble hard earned money on squiggly lines. You do you benji..
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