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IMMIGRANT Financial (i/acc)
10.1K posts
IMMIGRANT Financial (i/acc)
@immifin
Old Romanian in the number business
Katılım Kasım 2014
342 Takip Edilen221 Takipçiler
You want to own stocks during periods of inflation.
Peter Berezin@PeterBerezinBCA
S&P 500 margins going through the roof.
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The Switch 2 is the first system in history to sell 20 million units in its first 12 months and is out-pacing the original Switch by about 32%.
So yes, it's doing more than fine.
Julian273645@Javi35642778
@RevivedOziach Thinking about the people who thought that The Switch 2 was doing fine
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Less than 1% of people outside of the U.S. are aware of this court ruling. Do you think people in Sudan care about the redistricting of U.S. elections? South Americans? Get over yourself.
Bill Madden@maddenifico
The United States Supreme Court, in the eyes of America and the world.
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@MGSMGN Guy put his entire heart & soul into these games.
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God forbid Kojima still appreciates the work he spent decades creating and the fans who continue to support it. There’s nothing weird about that. This just comes off like you’re trying to frame normal behavior as something negative for no real reason.
you will surely get the karkland@fmtovvns
Modern Kojima fans will gush about how it's great he can "move on" from Metal Gear Solid to make his walky and talky simulator and Kojima himself constantly posts about MGS like a divorced dad trying to win his wife back
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@ThePupOfWallSt When nobody doubts you is when you know you fucked up. Everyone doubting means you’re on to something.
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I'm not really sure why people doubt me on $TSLA.
Danny Naz@ThePupOfWallSt
$TSLA looks like it's about to go on a generational run LMAO
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@3OVyi3eubDguwzw Her future therapist thanks you for the business 😂
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@patrick_oshag The stock market grows faster than the economy, otherwise why would anyone invest in it? So those ratios will get worse and worse over time.
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Paul Tudor Jones says the US is more dependent on equity prices than ever, and explains what a 35% correction would trigger in the economy:
"We're 252% of stock market cap to GDP. In 1929 we were 65%. In 1987 we got to ~85-90%. In 2000, 170%.
If you think about the periodicity of significant bear markets. Since 1970, we get a mean reversion about every 10 years.
Let's say mean revert to the past 25 or 30-year PE. That would be a 30, 35% decline. Well, 35% on 250% of GDP is 80, 90% of GDP.
10% of our tax revenues are capital gains, they go to zero. So you can see the budget deficit blowing up. You can see the bond market getting smoked. You can see this kind of negative self-reinforcing effect.
In the stock market, we're over-equitized as a country. We have the highest individual equity weightings in the history of the country.
And then the real problem is if you look at private equity in 2007-2008, that was about 7% of institutional portfolios. Now it's about 16% of the institutional portfolios. We're so much more illiquid than we were in 2008.
The problem is that if you buy the S&P at this current valuation, the 10-year forward return is negative when you buy the S&P with a PE of 22. That's what history shows.
So yes, the S&P is spectacular long-term, if you have a hundred-year view. But that's because that's an average of a hundred years, including times when the S&P 500 PE was 6, 7 and 8, or one third of what it is right now.
Valuation matters a lot, and the stock market's really high and it's gonna be really hard to make money from here with any kind of long-term view."
Patrick OShaughnessy@patrick_oshag
My guest today is Paul Tudor Jones (@ptj_official), one of the greatest macro traders of all time. He correctly predicted the 1987 stock market crash and shorted the Japanese bubble in 1990. For over 40 years, his flagship fund has had a negative correlation to the S&P 500. 100% of his returns are alpha. He says today's market has so many similarities to 2000, "the easiest bear market I've ever seen in my whole life." He makes the case for going long dollar-yen, why Bitcoin beats gold as an inflation hedge, and why he was wrong about Warren Buffett. But what I'll remember most from this conversation is Paul's zest for life. He's 71 and still wakes at 2:30 every morning to trade the London open. He works out for two hours a day. He walks with his wife every evening. He travels the country chasing peak spring and peak fall. He's so excited about the songs picked for his funeral that he wishes he could be there to hear them. Paul has lived five lifetimes in one. He's one of the most entertaining and interesting people I've met, and the conversation will leave you searching to be as passionate about what you do as he is about what he does. Enjoy! Timestamps: 0:00 Intro 1:00 The Kindest Thing 13:19 Trading vs. Investing 17:33 Lessons from Warren Buffet 22:24 The Existential Risks of AI 29:54 The Nature of Trading 31:46 Bitcoin 35:55 Bubbles 42:08 A Day in the Life of PTJ 46:00 Information Overload 47:07 Passion for Markets 50:49 The Robin Hood Foundation 54:18 The Workless World 56:03 Journalism 1:00:00 Principal Components of a Great Life 1:05:06 Kill Them With Kindness
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@TheSalonDon So whenever I’ve said “I’ll have your cheapest bottle of red wine please” at a restaurant everyone thought I was rich?
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My godfather used to tell me
“When everyone knows you’re rich you can just order the cheapest wine
until then order the 2nd cheapest”
Neil Stone@DrNeilStone
Looking through the wine list knowing full well you're going to order the second cheapest one
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@SilentSt0rmX Americans about to get BBQMOGGED so bad
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We got Japan smoking beer can chickens now! Freaking NAILED IT too! Look at that beautiful bird.
キャロル@Vtuber初心者🔰@carrol_genie_
アドバイス頂いて庫内温度を275℉から250℉まで落として、これにて完成！ 良い感じにsmokeできたような気がする。
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@TechOperator Ummm how dare you not name one of them?
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@Halo2better After playing every single Halo in order, I thought Halo 2 was the worst one. Then I played them again on Legendary, and I changed my opinion. Halo 2 is the best one.
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BREAKING NEWS:
We are having a little boy!
Babymental arriving October 20th 2026!
❤️❤️❤️
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@Lord_Wompus Crazy how just taking something apart and cleaning it up can fix every issue
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My random skill like this is I can tell if a bag is over 23kb / 50lb for travel (check-in limit).
I can lift it with one hand and estimate if it’s over or under and I’ve been correct every time so far.
Bryan Johnson@bryan_johnson
Kate is reading next to me. She's taking 15 breaths per minute and her heart rate is 64. I didn't need an instrument to tell me this. I just know.
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@urj202yuki I love this car. My favourite Land Cruiser.
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Selling fart compliments to willing buyers at the present market rate.
Jonas Čeika@Jonas_Ceika
I sent ChatGPT an audio file of a series of FART sound effects and asked what it thinks of "my music" and this is what it said
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If all the regulators of the world really want to do us a solid, they should go USB-C for all wall outlets. Lights, TVs, fridges, all powered from USB-C.
Now, I know what you’re thinking.
Dryers need a 220v plug, solve that one Einstein.
Simple, two USB-Cs at the same time.
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Be honest, Is investing in a macbook worth it as a college student?
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They have the chance to do the funniest thing right now
Barchart@Barchart
Berkshire Hathaway is now sitting on a staggering $373 Billion in Cash, enough to buy 480 companies in the S&P 500 🚨🚨
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