Baseline
874 posts


@autoretire Performance over the past 5 years:
• Tesla: +78%
• S&P 500: +63%
Lot's happening in the world of Tesla over the next 18 months.
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Since I first invested in $TSLA in 2015, I’ve gone through multiple major drawdowns: -74%, -60%, two separate -53% drops, another 50% decline, and many others. The whole market is down this year.
YTD performance:
• S&P 500: -5%
• Nasdaq: -7%
• Apple: -8.5%
• Nvidia: -8.5%
• Meta: -9%
• Amazon: -10%
• Tesla: -16%
• Microsoft: -19%
It's really not a big deal if you're a long-term investor. Tesla's long-term potential hasn't changed.
Tezlar@na_option
How OG $TSLA investors feel about the recent drop in the stock.
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The 9th house in Navamsha is very important.
You should also see the 5th house, because it is the 9th from the 9th.
Why does this matter?
Because the 9th house here shows your dharma. Whether a person will remain righteous or drift away from it.
And what really tests dharma?
Sex and money.
Marriage brings both into focus. You are tied to one partner. You take responsibility for family and children. Your desires get a boundary. Your actions get accountability.
This is where real testing begins.
If the lords of these houses are poorly placed, then the situation becomes questionable.
#Navamsha
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@GuyTalksFinance If it's after tax, direct indexing is the way to go.
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@GuyTalksFinance But check 20 year rolling periods going back to 1926
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@AbhiAttorney_ What about the 5th and the 9th Lord well placed and conjuncted ?
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I'm starting to think this war was never Trump's idea nor decision
Think about it:
This entire war is for energy. It started under Biden, forcing Europe off Russian natural gas and replacing it with American gas, all thanks to the war in Ukraine and the blowing up of Nordstream
It worked.
Then the strategy continued under Trump: Venezuela, Panama Canal, Greenland, and now Iran (strait of Hormuz)
Remember, just yesterday Qatar halted their natural gas exports (20% of global LNG exports), which Europe depends on. Guess who will replace them?
That's right, the U.S.
So the long term objective for the U.S. is to maintain hegemony by controling global energy market, with the ability to choke off China if ever needed.
This makes more sense now than ever as the AI arms race heats up
This is the only logical explanation for the Iran war, otherwise it makes ZERO sense for American strategic interests
And if this hypothesis is true, then the 'energy domination strategy' began well before Trump, guided by unelected bureacrats that were there even before Biden (i.e. deep state)
This makes me wonder how much power and influence the American President actually has when it comes to foreign policy
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@PritiAstrology Recently I've been wearing name branded clothes, and cologne. It's been effective
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@AstroPrashanth9 @grok how many recessions have the world had? Has the world always recovered? Have the financial markets always gone up irrespective of any event ?
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World will plunge in to economic recession after April 2026....!!
Prashanth Kini@AstroPrashanth9
World Economic slowdown will trigger Recession after April 2026...!!
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@reddotfeather @PritiAstrology The triangle in your profile picture helped you get the job ??
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@darrelltalksfi As the famous economist said, Markets will stay irrational longer than you can stay solvent
One must be prepared financially to ride the waves out.
It's easier said than done.
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@BrianFeroldi Hilarious! Yet true. Unfortunately, regret is the biggest emotion of all.
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@T_Gatzemeier It's the event that scares people out. As someone that manages wealth for clients, I don't see how someone can do this on their own. As one ages, diminishing capacity begins to happen. Read books written by Nick Murray !
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@aakashgupta Not to mention, they're sitting on $1.5T in cash on their balance sheets
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Dimon just told you the next credit cycle breaks the software sector and everyone is fixated on the 2008 comparison.
The actual tell is that JPMorgan just spent 18 months building one of the largest loan loss reserve positions in banking history. Q4 provisions hit $4.7 billion, up 80% from the year prior. They took a $170 million impairment on Tricolor after that subprime auto lender imploded. In October, Dimon compared bad loans to cockroaches.
And now he’s naming the industry: software, because of AI.
Think about what that means for private credit. Blue Owl just had to fire-sale assets last week because investors were rushing for the exits. Apollo, KKR, and Blackstone all got dragged down with it. These firms spent five years loading up on loans to software companies valued at 15-20x revenue, and the collateral for those loans is recurring revenue that AI is about to compress.
JPMorgan’s own co-head of the commercial and investment bank, Troy Rohrbaugh, said on the same call that he doesn’t think the issues will stay contained to private credit. He expects them to be “more broad-based.”
So here’s the game Dimon is running. He builds reserves while competitors chase NII by loosening credit standards. He warns publicly that others are “doing dumb things.” Then when the cycle turns, JPMorgan scoops up distressed assets at pennies on the dollar. In 2008, they bought Bear Stearns for $10 a share and Washington Mutual for $1.9 billion when it had $307 billion in assets. That playbook built the largest bank in America by market cap.
JPMorgan doesn’t run $105 billion in expenses and project $103 billion in NII by playing defense. They’re building the war chest now so they can buy whatever breaks next.
Dimon has been warning about cockroaches since October. Now he’s naming the industry. The war chest is built. The target is marked.
unusual_whales@unusual_whales
BREAKING: Jamie Dimon says he’s starting to see parallels to the era before the 2008 financial crisis, when a rush to make loans ended disastrously
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Capacity is a financial advisor’s most undervalued asset.
It is finite. Every client meeting, every planning session, every task takes a piece of it.
Most advisors only realize its value once it runs out.
Protect your capacity.
Invest it in the activities that truly move your practice forward.
It is the ultimate limiter of growth.
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