bluechipdegenerate

After a thorough review of the earnings trajectory, it appears we've hit an earnings peak. In response, we're downgrading the outlook to 'neutral' until we see a strategic shift that could reignite growth.

@FinEconGlobal @viewfromahill9 Do they even still do this?

@Quarks876M @bankingslut @recouso She said the last decade. Id actually wager the last 15 years. Name one thing the EU innovated that isn't regulatory burdens in that time frame. Only noticeable thing is having to accept cookies on every website. EU is useless.

@bankingslut @recouso Well, the Internet changed things quite a bit, The World Wide Web - Switzerland, there’s the smartphones which wouldn’t have existed without Nokia (too bad, the company’s phone production got sabotaged by its first American ceo, some microsoft guy)

Americans as soon as they arrive to a coffee shop in Europe

@filosophymajor @greg_price11 The irony of you saying that yet refusing to read the other points and take them into consideration. It's not about the math it's about the economics. Cities dont pay taxes, individuals do.

@greg_price11 You are so poorly educated you’re calling it a “bailout” when math shows it’s just a partial refund of what NYC sends to the state. I know math is hard for dotards, but this is extreme ignorance.

Be Zohran Mamdani solving a fiscal crisis: > Take $8 billion bailout from the state > Defer pension payments and saddle future generations with debt. > Briefly solve the problem which will immedietly become a $7B deficit next fiscal year > Make a smily TikTok video with a lot of jump cuts. > Declare that socialism has won > Get praised by retarded supporters as a governing genius.

@Kanthan2030 @EthanLevins2 @CommunityNotes

@EthanLevins2 This is from 2019. 🤡 Shinyo Ocean is the name of the vessel, and it collided with another ship.

This is one of the tankers the U.S. Navy "escorted" through the Strait of Hormuz. The U.S. Navy is weak...

@Kanthan2030 @EthanLevins2 He knows what he's doing. He's getting paid for impressions. Best to community note as much as possible so he can get demonetized like some of the pro-iranian accounts.

@orrdavid Do you actually follow him and read what he said about that, or you just talking shit?

At the start of 2023 Burry told everyone, "Sell."

I saw Burry's fund results and they were bad. But they were not very volatile. Burry publicly says he is shorting AI stocks using options. When the trade moves against him he says he is adding even more to his short. Based on his fund's results, he might be risking some tiny token bet. Say 1% or less on the combined trade. But I get the feeling that a lot of people following him don't understand that his public posture and strong wording doesn't match any real conviction. And they bet a lot bigger than him following him into his (terrible) trades, and blow up. It's pretty crappy that a movie made a charlatan like this famous. More people should realize the guy is an incompetent investor, but never will. My solution to this problem: The government should force all registered firms to report their results publicly and forever. A permanent record. That kind of tansparency would be extremely telling. For another example, nobody would have "learned' from a guy like Chanos, either, if they knew how bad he was.

@dpecchia @DavidAstinWalsh I've always had that brain dead response. "Then why aren't you short". Even during a Tulip mania, you wouldnt dare short something with those levels of fervor. Give him a a good sound fundamental reason, why he should be long

@DavidAstinWalsh First, explain to us why you aren't shorting the market? Unless you are shorting the market.

Can someone smarter than me explain why the markets are *still* near record highs?

@cap_zay Iran knows the US is hesitant and are testing the ceasefire. They know what they're doing here.

Oil is down today not because of operation freedom and its cancellation. Its that the US clearly has a higher bar (iran can lob missiles and attack ships) than previously believed to reinitialize mass strikes, leading to possible tail risk scenario playing out.

@JesseTinsley @manhasanidea Thanks, will check out

@eveningdoji @manhasanidea Read the article pinned to my profile you could cut $4B off ebays opex

This is why you go on Fox News not CNBC. As i said yesterday the combined dilution is 60% Ryan confirms this here. The 50% stock is rolled equity this is very common in M&A. Lastly this proves my point that CNBC likely blindsided Ryan as this is how most CEOs would speak if they were given the questions prior. People acting like he can go wing it on live air on the spot without getting his Legal teams feedback are foolish.

@manhasanidea @JesseTinsley Well, I was just clarifying the math for the "but it will just dilute the shareholders" crowd. For eBay, 46% premium is certainty an number that would get existing shareholders attention. eBay q1 does reflect they're doing well on their own too so idk.

@eveningdoji @JesseTinsley Now do eBay shareholders- 2qs. How much is adding GME worth (ex cash) - and if synergies are cost cutting why would they need cohen /gme management? Statistically most mergers fail/ non value add - with answer to previous q- is this more or less likely to work than median deal?

@biancoresearch Crude down on news that the blockade will remain in full effect. lolz

Please explain to me like I’m 5 or a golden retriever why stopping the humanitarian effort to get ships out but keep the blockade going is what Iran wants and we happily agree to?

@robbezdjian He made lots of money before selling his GME position. Only reason DFV thought of the trade to begin was because of Burry. It's not like Burrys investment philosophy was to predict a meme stock crazy

I’m not following this and don’t have a meaningful opinion. But here’s my non-meaningful take: 1) Burry hasn’t been right for a very, very long time (remember he sold $gme before the meme stock craze 2) Ryan Cohen (Steve Cohen) has the right last name to pull this off and most of the time people who propose these type of shenanigans do so already knowing the deal is done 3) Ryan has a leather jacket he’s sporting emulating Jensen (who was the last person who emulated an icon and where are they now?) 4) GME and EBAY shareholders will not benefit in the medium or long term

@commonsenseplay We spent a decade+ under 2% in long duration, more indebted economy relative to history, heard this story constantly as rates climbed to above 3% and beyond. I heard the same story "The system cant handle higher rates" all the way from sub 2%.

This chart says it all. $TLT US Debt-to-GDP is back above 120% - territory historically reserved for major wars and crises. But here’s the big difference vs. the past: After WWII, America grew out of its debt because: - Population boom with young, expanding workforce! - Productivity explosion - Red-hot GDP growth diluted the debt burden But Today? - Aging population (lowest fertility rates of all time just released - see below) - Slower labor force growth - Weaker productivity trends Demographics completely flipped from a tailwind to now a massive headwind! “Growing our way out of the debt” is far less realistic this time. Meanwhile, rates are no longer zero… and they can’t stay high with debt at these levels. Every time debt hits these extremes, the path is the same: - Liquidity floods back - Duration outperforms The system simply can’t handle sustained high rates anymore. That’s why I’m bullish $TLT! source of image @Econimica

@JGPogralski @HighyieldHarry @eriktorenberg There we go! Keep it coming brotha. Don't let it die

@eveningdoji @HighyieldHarry @eriktorenberg "C'mon, dude, you know it's right! You're just being a contrarian!" You are, funnily enough, retarded.

I still haven't found this person by the way. They're either too retarded, or not retarded enough.

@HighyieldHarry @eriktorenberg Harry the contrarian schtick gets a little old some times. Embrace it. Call people retarded, call people faggots

@eriktorenberg Why are you guys so obsessed with normalizing this word? Would you feel comfortable saying this in front of a child with learning disabilities?

@TheBTCTherapist We drill sweet crude oil. Our refineries, can only handle sour crude. Why don't we invest in refineries that can handle sweet crude? Ask our the liberal green policy government

Why is the U.S. exporting record levels of oil if I’m still paying 50% more at the pumps? Make it make sense.

@ALikhodedov @MacroBlue33 @stevehou He clearly doesn't understand the difference and how the markets ultimately work. Why don't you explain instead of being an insufferable reddit like commentator and explain?

@MacroBlue33 @stevehou What do you mean "you cannot say you are still right"? I never said it will converge to Dated. It is like saying June and July futures will converge. I explained how Dated works here - x.com/ALikhodedov/st…

why not buy oil in the paper market and sell it in the physical market and pocket the difference? how about that for an idea?

@AndreasSteno Let's see who this guy i muted is, oh right, moronic takes.

Oil is simply less relevant for the economy than it once was..

@Anti_Haxer @TheVotersSay @Acyn It's wild how people like you dont understand history

@TheVotersSay @Acyn If it can't sell, they have to pay Mamdani's tax. They have to sell it to avoid that. It'll sell to a rich person that wants to live there. The price will go down if it doesn't sell. It's wild how people seem to just forget how shit works because they're emotional and coping...

Mamdani: When I ran for mayor, I said I was going to tax the rich 
Well, today we're taxing the rich...