@tarun_kalra @AndreasSteno A lot of ignorance in this thread….
what was that song? ” D/k much about history….
English
Soonerstocks
2.4K posts
Soonerstocks
@soonerstocks
Markets, macro and .... Blackhawks, Stars, Preds, Cubs & Stros , Spurs.... Hawkeyes & Sooners ; and 1st Yank to lead a Grand Tour in 10 years! GO SEPP!
Texas, USA Katılım Mart 2009
466 Takip Edilen153 Takipçiler
@AndreasSteno What precisely was ‘technology’ back in 1929?
Xyz radio company?
The film projector?
English
As long as so many keep pushing these doom analogies without further research, I remain comfortable in my longs
Thierry from arvy 🇨🇭@ThierryBorgeat
A 20% gain in the S&P 500 tech sector in four weeks has happened only three times in 100 years. 1929. 2000. 2026. The first two times ended badly. The third just happened. The market is a great teacher. It just charges very high tuition for the same lesson.
English
@AndreasSteno @DC6098829081783 Maybe you should think about history. Radio, electrification, automotive, and more. Dropping an F bomb is ….wow ???
English
@DC6098829081783 I mean, a 1929 comparison in tech. You gotta be fucking kidding me 😂😂
English
Spurs 139, Wolves 109. - Spurs 4-2 series takes
- WESTERN CONFERENCE FINALS
- Dominated and kicked Wolves ass on their court.
- Intensity from start smothered MIN.
- 56 FG/47 3PT/85 FT - WILD.
- Stephon Castle - best on the floor tonight. 32-11-6.
- BRING ON OKC.
#PORVIDA
English
@ShamarDBradley @evanasmith they improved roads in SA and continue to do so.
Meanwhile, pols like @CommishShea played SOS and 'climate', gave sweet deals to Elon, and did ( next to) 'nada about the traffic/roads crisis in Travis. The best road ( ie 45 north) is toll and was built for Dell.
English
@evanasmith How is traffic worse in Austin than San Antonio despite SA having 500k more people?!
English
🚨 Texas now has 4 of the 10 largest cities in America — more than any other state — and 5 of the 12 largest. In the last year, Fort Worth passed Jacksonville and Austin passed San Jose chicagotribune.com/2026/05/14/cen… #txlege #tx2026
English
@ShamarDBradley @TexasPundit @evanasmith call it the 'token' train...line ( other than maybe FC games). the volume/capacity of that Red line is limited and uses 'freight' tracks.
English
@TexasPundit @evanasmith True but Austin has the train tho
English
@GoodTexture @KeithMcCullough That's the " trading sardine" , not a bond ' investment ' .
English
@GoodTexture @KeithMcCullough Sorry to disappoint -- hint: cash mkt .Tsys are liquid & " accessible" .
If you want the sardine to ''short ...do that.
English
@soonerstocks @KeithMcCullough what is more accessible than TLT? not expecting any reasonable response
English
Ben McCollum signs extension through 2023 after leading Iowa to its 1st Elite Eight since 1987 chicagotribune.com/2026/05/11/ben…
English
@zerohedge Get your pt , but throw the penalty flag, chart crime …
this should have a log scale chart.
English
English
@bgurley Dell Computer was founded in Austin while Michael Dell was in college there.
English
Once Exxon and Dell do it, its no longer a "fad" or something "unusual" companies do. If you are on a public board, re-domiciling can protect your shareholders from ambulance chasers & outsized decisions (see data). Simply smart & good governance. You should take it seriously.
Leave Delaware@LeaveDelaware
🚨An NYC official is lobbying shareholders to block ExxonMobil's move to Texas. Comptroller Mark Levine, trustee of NYC's 5 pension funds, argues the move would "insulate the Board from accountability to shareholders." Exxon stated the company is "not adopting any elective provisions of the Texas corporate statute that could be viewed as weakening shareholder rights as compared to New Jersey law." The company notes its global headquarters have been in Texas since 1989, and ~75% of its U.S. employees are already based there. Exxon (NJ → TX) votes May 27. $600B+ market cap.
English
Soonerstocks retweetledi
Warren Buffett: The market is a Church with a casino attached... and the casino has gotten very attractive.
English
@WarrenPies Thx for posts Warren.
A ❓: what is your model wght in equities ? 50 % -- is that correct? If so, why not higher ?
two: the 99-00 'analogy' doesn't have to be a'bubble call' - it can be the "rhyme'; which is there: a narrowing mkt w/ a 'chase' for a group: ie, semis, etc.
English
Are we in a bubble? Is this 2000?
IMO, no and no.
Remember, these questions have been in the air for years now (excerpt from a March 2024 report)
Fiscal policy remains one of the most important macro differences
-In 2000 govt was running a 2% surplus
-Today the deficit is ~6%
English
English
@JeffAAlexander Yahoo PE was at 800. Google PE is now at 30s, same as NVDA’s. MU forward PE is at 10. Thinking about tech bubble now is someone who doesn’t have respect for history.
English
The most infamous stock of the dot-com bubble reincarnated for the AI era.
A thread on JDS Uniphase and why its ghost is back. 🧵
English
@SeanEricAcosta @LegionHoops ☝️this ! 'Be smarter'. Yep, Mitch and teammates should step up for him, but in smart way.
Fans: stop whining... it's the playoffs, it's more physical.
#GoSpurs
English
@LegionHoops Well just don’t protect yourself by getting a Flagrant, be Smarter. Also maybe Mitch aught to get a tech or two at some point on his players behalf.
English
Mitch Johnson on Victor Wembanyama: “At some stage, he should be protected. And if not, he's going to have to protect himself.”
English
@ggspurs @WembyAlienEra their strategy worked, call it 'foul him' or maybe :
just be physical and watch him lose composure ( again ) ??
English
Anthony Edwards on mindset heading into Game 5:
“Now is just taking it one game at a time, try to figure out how to get a win. That’s the only thing that’s on my mind right now.. They’re going to have Wemby back, he’s going to come in with a lot of energy.”
#GoSpursGo #PorVida
English
@SpursCulture no man , sorry, you don't get it. The 'Wolves strategy ( come out physical on Vic) paid off : Wemby lost his composure, and we lost the game .... #GoSpurs
English
I get it
Not saying he should've done it, but i get it
English
He gets hit in the face and responds because the refs can't control the game
Unfortunate.
English