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@VN2696929910188 @DonDurrett Yes depends but I don’t believe they have 15% interest on that debt

@emalby @DonDurrett The answer is... Depends on the interest rate.

Instead of paying down debt $2.7B, they paid out dividends and did repurchases. 🤡

@rams27023328420 @Nysedaytraders @DonDurrett Exactly

@Nysedaytraders @emalby @DonDurrett I mean if the stock goes up or down thats a different story. But having debt is not a bad thing if your company makes enough money. Debt is only bad when it becomes too high, or if you want to sell or merge the company. For example, Intel has almost 50B in debt.

@luxemiaa You paid, fair. One thing I’d say though and don’t take it as a critique. Once you’ll have kids -if you will have one day - this won’t bother you anymore.

@garysavage1 You nailed this one Gary well done

You don't do yourself any favors listening to analysts call tops in bull markets. That's a recipe for losing a lot of money trying to short. How many people are losing their ass right now because they listened to people calling a top in the stock market? How many are losing on their shorts because the majority of analysts are calling for another leg down in metals? Folks when stocks bottomed the dollar topped (as did oil). Metals are very unlikely to have another leg down while the dollar transitions into the declining phase of its intermediate cycle. This phase has many weeks to run. But this is the "safe" call for most analysts. They will never make a real time bottom call because the trolls will come out and eviscerate them if they are early by even a day or two. So they end up missing the bottom and have to chase. But most people are incapable of chasing into an over bought market so they sit on the sidelines and let a big chunk of the rally pass them by. Miners have already rallied 29% and silver 32%. I suspect most people have been on the sidelines for all of that. I'll say it again. Bull markets make higher highs. That by definition means any long position is a winning trade, even if you bought the exact top of the intermediate cycle. You can chase your tail trying to dodge every dip and wiggle and make nothing off of a bull market, or you can exercise some patience, let the bull do it's thing, and make life changing gains. My physical positions that I haven't touched in 4 years are up many millions of dollars. How many of you can say the same thing about your manic in and out trading?

@TaviCosta What’s the best way to invest in LATAM equities?

The S&P 500 is offering one of the lowest dividend yields in nearly 150 years. At the same time, it’s trading at one of the richest cyclically adjusted P/E ratios in history. Ask yourself: What’s the actual upside you’re being compensated for at these levels? I’d much rather Invest in LatAm equities. Higher dividends, far more attractive valuations, and, in my view, significantly better underlying growth potential. open.substack.com/pub/tavicosta/… H/t to @DailyReckoning

@garysavage1 You nailed this one Gary 💪🏻

Remember when the x sphere blasted me when I made the call that Last Sunday night's reversal was the bottom. They said that call wouldn't age well. But today silver has broken the intermediate downtrend line. That is a major confirmation that the bottom is in along with a weekly swing low (which has also confirmed). My call is aging spectacularly. At what point I wonder will the trolls admit I was right.

@TrentTelenko Unfollowing here

This is the end of NATO. Nations which won't (not can't) defend themselves, cannot be defended by others. This is the ultimate lesson of the Vietnam War. America cannot save nations whose elites won't fight for their own interests. 5/

War is a question of interests, not legality. Iran with, it's support of the October 7th attack, kicked off an existential war with Israel for the latter to prevent Iran from getting the A-bomb. Israel won't survive as a nation after three Hiroshima class nukes... Iran War🧵 1/

@panpalobar Thanks for this. Do you expect an ATH in a relative short time?

#Wheat $ZW_F I would like to see wheat consolidate above last Monday's high (Feb 23).

@realTimHack What’s best miner play in favorable jurisdiction?

The relative outperformance of rare earths to silver could even be more than double and closer to 3X. If it stretches out longer it could also be 6X better in performance than silver miners. Remember that for Silver all the US has to do is crank up South American output. The companies are there, at least to some extent. For economically viable rare earths the West has basically nothing online. The chinese resistant deposits that can go into production are all in South America, Australia or Africa. IAC is the key word.

@MrMBrown AP too?

Seems that the margin calls have started to arrive...

@ECantoni LOL

@realTimHack My basic approach. Higher oil prices, higher inflation, less cuts, stocks down

@emalby At the first stage of the war it inflates the last leg and then it crashes if it evolves to a world war. But it would also crash without a war. But the war is likely a way to redirect attention from the true cause.

The stronger the market pushes upwards now, the more likely it is that there will be a global war. The rise in gold, silver, and the stock market is in reality the pricing in of inflation due to enormous arms races and their exponential increase. People can no longer go on vacation because their money is being spent on weapons.

@GiovanniZibordi Jae Street è anche il maggior azionista dell’ETF SLV

L'ETF del Bitcoin aveva dei crolli regolari verso le 10 di NY cioè le 17 italiane e improvvisamente rimbalza dell'11% dopo che Jane Street sospende il trading Jane Street è un fondo hedge molto segreto, in cui si era formato Sam Bankman Fried finito all'ergastolo per la mega truffa di cripto di FTX bing.com/ck/a?!&&p=c3b9… Jane Street è ora sospesa in India, Cina e Corea del Sud per sospetta manipolazione e abuso di mercato. È interessante notare che la SEC e la CFTC avevano allentato le normative sulle negoziazioni dei partecipanti autorizzati e sulla trasparenza delle norme sugli ETF proprio mentre i profitti di Jane Street aumentavano a partire dal 2020.

@RubberToeFour @DrtyFrd33 @markeatsmeat A moka is like 20 eur

@DrtyFrd33 @markeatsmeat The steel Moka pot options are several Hundred dollars. Unless you trust Chinese steel which I would not, personally. We use full glass pathway and make cowboy coffee in a saucepan then pour into a glass kettle leaving grinds in the saucepan. Interested in the drip one tho.

A former SpaceX engineer made an $80 plastic-free coffee maker Made in USA 🇺🇸

@alinomilan Falli impazzire Ale!!

Siete questi. L'anti sport.

@GiovanniZibordi Fineco per dirne una sta tracciando perfettamente i tassi US. Non credo c’entri l’AI..

tutti gli asset managers come Fineco, Banca Mediolanum, St.James in UK, Azimuti franano dopo che Schwab ieri è andato sotto pesante PAURA DELL'INTELLIGENZA ARTIFICIALE ...timori diffusi nel settore per la disruption causata dall’IA nei servizi di wealth management e brokerage.Una startup di wealth management (Altruist) ha lanciato un nuovo strumento di pianificazione fiscale basato su IA, suscitando preoccupazioni che l’intelligenza artificiale possa automatizzare o commoditizzare i modelli di consulenza tradizionali, riducendo il valore dei player consolidati come Schwab. Questo ha innescato una vendita più ampia sulle azioni di broker e wealth manager statunitensi (ad esempio, anche Raymond James e Stifel sono stati colpiti duramente).Nonostante i recenti forti utili di Schwab, la crescita dei ricavi e le guidance positive. Questo movimento rispecchia la pressione osservata sui gestori patrimoniali italiani: si tratta potenzialmente di una reazione settoriale globale alle minacce poste dall’IA nei servizi di consulenza finanziaria, più che di problemi specifici delle singole società.

@preben_sol Divergence clearly did not work out did it?

@emalby You've got more practice to do. Been trading for a very long time and lost a shit ton of money, do some more research and you will understand.

Think $CRV will giga pump sooner or later. You've been warned.

@panpalobar Thanks brother

#gold #silver #preciousmetals If we start getting a series of closes above $4940, the scenario I laid out is playing out, in which case the low is in.