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Reasonus4
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Reasonus4
@reasonus4
Analyzing markets, policies and participants.
Los Angeles Katılım Ağustos 2009
612 Takip Edilen1.4K Takipçiler
@ArmstrongEcon Less than a yr. Give it 3months.
The gap btw physical crude ($174) and #oil futures will close rapidly.
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I still see oil is rising to $200 in the years ahead.
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@Geiger_Capital And Grok confirmed the Netanyahu video was AI. Retail bought $SPY $QQQ before the plunge based on a fake video by a dead genocidal leader.
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*NETANYAHU: WAR WILL END LOT FASTER THAN PEOPLE THINK
Good enough… send it. 🚀
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Whoa! Lights out if that happens
Polymarket@Polymarket
BREAKING: Saudi oil officials predict $180 a barrel as a "base case" if middle east disruptions persist until late April.
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#Trump keeps jawboning. They pretend war is about to end.
It is not. #Iran is winning and can fight for 10yrs. #Iran prepared for 20yrs.
#Oil will keep ripping.
Hopium is in its 3rd week. This is getting very, very bad.
$SPY $QQQ buyers unfortunately mainly retail (-10% will be just the beginning).
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@VladTheInflator And retail fools buying $SPY based on a dead man’s speech? 😂
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HHHHHHHHHHHHHHHHHHOOOOOOOOOOOOOOOOOOOOLLLLLLLLLLLLLYYYYYYYYYYYYYY SSSSSSSSSSSSSSSSSSSSSSHHHHHHHHHHHIIIIIIIIIIIIIIIIIIIIITTTTTTTTTTTTTT
pers1 p@p_pers008
Above left hand palm shirt and suit hand sleeve sudden appears... it's AI @RickSanchezTV
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@DudeWhoInvests So they can sell calls, bait retail then buy puts. $SPY $QQQ
If we get -3% tomorrow, we will know fools were baited. Trapped. Institutions out, dumb retail in.
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Can someone tell me why the S&P 500 flipped GREEN for a second today??
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@HeroDividend Bag holders stepped in before $SPY $QQQ plunge -10%
$SPX top was August. Every retail reader buying since must still think valuations don’t matter.
That narrative died last Aug & they’ve been losing money since.
There is no pump where there is no value.
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The stupid war you voted for is destroying America.
$14 Trillion fighting Israel’s wars DESTROYED America.
Funding a genocide in the Middle East destroyed the soul of America.
You’re a traitor for voting to fund the unconstitutional war. There is no Right or Left - just traitors bought by a foreign nation.
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We need to be as committed to saving America, as the Left is to destroying it.
PASS THE SAVE AMERICA ACT.
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@midascabal Retail is sucked in.
Institutions out.
$SPY vol. higher today.
Retail blew their 💰 buying the rip.
Buying astronomically overpriced megacap stocks is not dip buying.
I do not think they get a dip has to do with value, not price.
There is no pump where there is no value.
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Yes we call them bagholders
Rev Cap@rev_cap
How are people selling this much stock and stocks are not going down Someone is buying on the other side
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$SPY & $QQQ investors are dumbest of the dumb. This whole BS that “valuations don’t matter” is making them relatively poor bc of S&P is the primary bubble.
In fact, money market pays better. S&P top was in August. It hit the value ceiling. Institutions and smart retail investors are minting 💰 buying value everywhere else.
Even under followed $MSOS is +85% since July/Aug. $SPY 0% (negative adjusted for inflation).
At current valuations, Scammers & Poors will return 0% for 5 more years.
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@calvinfroedge There will be everything you’re saying will occur to some degree. We can’t undue the setup.
Retail buying $SPY $QQQ is a “get out of jail free” card for institutions.
Scammers & Poors returned 0% for 8months & 0% for 5yrs more at current valuations
Retail missed the off-ramp
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@saudrahman27 The entire world wants Zionism to die.
GCC states have done nothing to stop it.
Iran is fighting to stop Israel's genocidal, terrorist activities in the region.
Join the right side of history.
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#BREAKING: This war needs to stop immediately. The aggression needs to stop immediately. Because everyone knows who is the main beneficiary of this war is, and dragging the whole region into this conflict : Qatar’s Prime Minister Mohammed bin Abdulrahman bin Jassim Al Thani.
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$SPX above 5500 was the blow off top this cycle. it was concentrated in megacaps - even those whose businesses being destroyed globally ( $TSLA )
Even $WMT traded 40 P/E
This cycle was a megacap bubble, that has slowly been bursting since Sept 2025. At a certain point, it will drop - there is no pump where there is no value left.
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$SPX Seeing way too many 20-30% bear market crash calls now yesterday and especially today. A little too many to my liking.
Ya'll know if that came to fruition that would essentially take us right back to the April 2025 tariffs crash lows right?!
Iono...
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$MSOS $GTBIF $KWEB... some deep value options.
Nothing is manipulated. Retail is simply buying overpriced BS expecting a pump.
There is no pump where there is no value. Hence $SPY $QQQ gone nowhere since August 2025.
Just buy deep value for a fucking change and all will be fine.
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Everything is manipulated…
Bitcoin, Gold, Silver, Crypto, Stocks, Oil, Fiat.
WTF are we even supposed to buy?
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$TSLA: 🤯 that any single stock could be overvalued by $1 Trillion.
As 🤯 as $MSOS sub $5 when value is a min. $20. Plus now benefitting from fastest growing sector on earth: cannabis beverages.
Cannabis beverage sector is living up to “wild” analyst estimates of 60x by 2032 (+140% rev growth from PRIOR quarter as example below).
We see THC drinks segment 🚀happening in real time.
But we do NOT see TSLA humanoids in every home (In fact, #China winning the #robotics and #AI race).
It is common to witness capital misallocation in equities but likely never before has it been as extreme as now - across the board.
$GTBIF $TCNNF $CURLF $CRLBF $IWM $SPX $SPY $QQQ
Reasonus4@reasonus4
Most accurate trader I follow made $GTBIF a top Q2 2025 pick. He anticipated $RYM & Senorita acquisitions transformative for GTI. He was right. Cannabis beverage sector = fastest growing market on earth. $RYM reported +140% growth from PRIOR quarter. But $RYM still expensive (# of shares much higher than trading platforms list). But RYM’s hyper growth is free w/ srs of $GTBIF or $MSOS. GTBIF is a rare opp: 👉 Legacy business growing rev (modestly but still growing) 👉 4x CFFO (3x post S3) vs. $SPY 28x 👉 Best BLS sheet in entire sector 👉 49% interest in RYM’s hyper growth is FREE 👉 Proven management Part of @real_techvested bullish thesis is GTI’s bls sheet more flush than competitors, GTI can outbid for additional brands or scale winning portfolio faster. GTBIF is a helluva buy. A compounder with a (not so secret) growth engine for free. $20 value available for $6.50 is nuts. Won’t last. $MSOS is full of such cashcows w/software margins + rapid growth for free. Ex: $CURLF expanding margins due to rapid international growth (+68% rev growth YOY). Ex: $TCNNF 60% margin, 3x CFFO Don’t underestimate @rivers_kim - will reward shareholders w/winning brands in bev. race (THC drinks only hyper growth sector of next decade). $MSOS is full of such unique cashcows w/rapid growth options for free. Thus a $20 min stock based solely on CFFO and much higher on FWD basis. Rescheduling less relevant by the day - real bullish thesis: intl + beverage hyper growth - trends which MSOS constituents benefitting from. $CRLBF $SNDL $VRNOF $CBSTF $CGC $TLRY $GLASF $HITI $IWM
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$SPY $SPX behold the dumbest blow off top of all time - all it did was permit S&P insiders to dumb stock at lofty premiums.
S&P will touchdown 5500.
Negative real returns (inflation) since August 2025.
Even an extremely under followed $MSOS is +85% in that time (post July lows).
Something shifted in July/August 2025. Apparently, value was back in fashion.
Scammers & Poors (S&P) is living up to its name.
Not looking at megacaps until SPX sub 6k - another barometer is $TSLA. Overvalued by $1 TRILLION.
Until then, not wasting my time bc there is no pump where there is no value.
$QQQ $VOO $MSFT $AAPL $TSLA $GOOGL $NVDA
Barchart@Barchart
BREAKING 🚨: S&P 500 $SPX headed for its first close below the 200-day moving average since May 📉📉
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Israeli officials are riding out a rare public rebuke from US President Donald Trump over the handling of the Iran war, a break from previously tight military coordination between the two allies bloomberg.com/news/articles/…
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