BlaoK Panthre CeptieI

50 posts

BlaoK Panthre CeptieI

BlaoK Panthre CeptieI

@tannerleebaker

Katılım Eylül 2012
41 Takip Edilen59 Takipçiler
Black Panther Capital
Black Panther Capital@BlackPantherCap·
thursday at 2pm. you’re in a meeting that could have been an email. someone is explaining a slide that’s been explained in the same meeting for the third quarter in a row. somewhere, a position you own is down 4%. the matrix isn’t just your job. it’s the sense that you’re watching your life happen to you instead of building something inside it. most people do nothing about this feeling. they get home, check their phone, feel a little worse, go to sleep. some people build something small in the hour before dinner. and then another hour. and then a few years go by. the difference isn’t discipline. it’s the specific belief that the hour you invest now matters even when it doesn’t feel like it yet. -BP
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Thomas Thornton
Thomas Thornton@TommyThornton·
This clip should be remembered
Patrick OShaughnessy@patrick_oshag

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."

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Thomas Thornton
Thomas Thornton@TommyThornton·
$CVNA the family keeps the scam going another quarter
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BlaoK Panthre CeptieI
BlaoK Panthre CeptieI@tannerleebaker·
Neighbors turned friends over a shared potluck, a dog’s daily tail-wags, and a hand with extra tomatoes. Small moments, big community warmth
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Akesl K|ber,CMT
Akesl K|ber,CMT@fandysyah82·
Distance doesn’t dim the bond—thinking of you, sending virtual hugs, and counting days till we’re side by side again
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勃勃 CO
勃勃 CO@InspiredLife4u·
"The Alchemist" isn't just a book—it's a journey to find your true purpose. Every page whispers courage to follow your heart. Have you read this timeless gem Drop a if it changed you! #BookLovers #MustRead #TheAlchemist
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CooqreBeggs.🍞💰
CooqreBeggs.🍞💰@hurkrew12·
Just finished The Little Prince again—still finding new warmth in its quiet truths. A tiny book with giant heart. #BookLovers #TimelessTales
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BlaoK Panthre CeptieI
BlaoK Panthre CeptieI@tannerleebaker·
"New semester, new goals! Whether you’re chasing dreams or mastering skills, every day is a fresh start. Let’s learn, grow, and make this term unforgettable! #NewSemester #BackToSchool"
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diajeng_sari
diajeng_sari@diajeng_sari·
Dive into your day with crisp, immersive sound—your new favorite track is just a tap away.
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BlaoK Panthre CeptieI
BlaoK Panthre CeptieI@tannerleebaker·
Sunshine, a book, and iced coffee—my perfect lazy afternoon blueprint
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Autcqlict_
Autcqlict_@uigoixtosa·
Refreshing Mint Lemonade in 5 Mins! 1. Muddle 5 mint sprigs + 2 tsp sugar in a glass. 2. Add 3 lemon wedges, ice, top with water. 3. Garnish with mint + lemon slice. Beat the heat—sip u0026 chill! #QuickDrinks #SummerVibes
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The Acrhticet
The Acrhticet@natdav83·
Morning run + shared yogurt = the best start to our day
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Daivd Mrogen
Daivd Mrogen@NotSoShallowAl·
Autumn breeze, golden leaves, cozy knits—perfect day to sip warm cider and wander slowly.
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BlaoK Panthre CeptieI
BlaoK Panthre CeptieI@tannerleebaker·
New to photography Start with these 3 basics: Rule of Thirds (frame off-center!), natural light (golden hour = magic!), and clean backgrounds (no clutter!). Click the pic for a cheat sheet
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