kia yo ken

@50ptMAE @gav_kd

I think this year will literally be a once in a lifetime opportunity to buy IG corp bonds yielding ~7% when 30s approach 6%. This tariff induced inflation will be the last wave we see for a long time before the plummeting demographics and AI bring in secular deflation. $SPY $TLT

This aged well

@ZeeContrarian1 ZIM dropped. I hope those that followed got bagged. This company is trash

Great thread on $ZIM —based on present fundamentals, it’s a strong buy-and-hold. Analysts focus on an uncertain future, predicting events that haven’t happened yet while ignoring key present factors: Houthis, cash, and valuations. •The price of the ships is the price of the ships. •The cash in the bank (which exceeds the company’s worth) is the cash in the bank. •The value of the contracts is the value of the contracts. These are facts—not projections. Investing should be based on what is true now, not speculative narratives. $ZIM trades at $18 and is set to distribute $8 in dividends if you buy today. Meanwhile, the Houthis remain an unresolved issue, much like Afghanistan—a conflict many assumed would be short-lived. That’s reality—not the future, where analysts have consistently misread the container and shipping industry

@aakashgupta @gav_kd

Guy’s advice was so good he deleted his account.

@David_Tracey Oh my! When this guy tweets I listen

Buy everything. Thank me later

@sannbet please we need one bounce then we can drop

Actively trying again. End march 03/28 expiry SPY puts

@cameltrade When to buy

Welcome to Trump taper tantrum

@sannbet @LindaTangUSA Bro. Thank you!

@LindaTangUSA TLT rally seems iminent and hopefully you see some v good profit before it goes back down 😁

after checked TLT, NQ, vix, 10y yield I sense a rally like from Oct. 14 2021-Nov. 5th 2021 is coming soon.

@sannbet I love you

@sannbet Thanks sann for all your help. Hope you let us know when to buy the dip

Haven’t changed plan much. No new data since 01/15. But posting now since several asking what’s up and if still positioned. Yes. Still far net Short. Did take half profit to de-risk just now. What is leftover only profits largely @ under $569 SPY. Exp: end March & mid April.

@Don7Spy PT?

Forgot to tell that I added $EA around $116 per share It’s still buy here at $123s Buy and hold category stonk 🤷🏻‍♂️ $TTWO is definitely better but $EA is near 4 years lows

@atrupar it goes to show by this post. that Aaron knows nothing

um

@svpino what a joke this guy flip fops back andd forth between views.

The average IQ of software developers will increase by several points over the next few years. This is just a theory, but I think AI will significantly decrease the number of developers over time. To stay employed, you'll need to be smarter and work harder than ever. I don't think AI will replace everyone just yet, but it will certainly increase the bar to becoming a paid professional in the field. This is already happening, albeit slowly. It will definitely accelerate during the next 5 years. Every developer is upskilling right now or facing elimination. AI can now do much of the low-skilled work we used to do. The faster we can complete our jobs today, the less help we need. As models get better, entry-level skills will be harder to get. I remember when "having a computer" was all you needed to cash a check. It will take many years of study to join the same club in a few years. It'll be a bit like becoming a doctor. You need many years of school plus a ton of effort plus eating crap for years before seeing those sweet, sweet dollars. It's very hard, and I think that's where software development is going. AI is coming first for the low-hanging fruit. It will render "general-available" knowledge useless, forcing people to specialize to increase their value and compete. I think education is now more important than ever. I don't know what to do, but I certainly think that knowledge is our most important defense going forward.

@MMsHaveTheKeys @DaveHoran1 oh okay

@DaveHoran1 bears had their fun.... i think we ally into inauguration then another fall to kill the trumpies again.

I think they are going to kill bears soon.

@MMsHaveTheKeys bro

@MMsHaveTheKeys just let me know when bull is coming back

$5820 spx is coming

@sannbet Is it too late to buy?

@sannbet I’m so glad you are back on this space. I made decent returns. Thank you god bless

@AuclairCapital I wish I could have a job in banking I'm a programmer

@David_Tracey im a substance member and I did not see that post or was it in chat

Looks like the Q1 correction we predicted has started early Zillas.