walbas

143 posts

walbas

walbas

@walbas100

Macro, deregulation, financial markets, real estate

Katılım Nisan 2022
531 Takip Edilen79 Takipçiler
Carson
Carson@CarsonTalkMoney·
I really don’t understand why Berkshire sold $MA These are my base case projections for Mastercard… I don’t own any, but it’s a buy today IMO I know a lot of people are actively buying and how can you blame them A 23+% annualized return?!?
Carson tweet mediaCarson tweet media
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Aakash Gupta
Aakash Gupta@aakashgupta·
MIT dropped an absolute masterclass on compounding money
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سعيد العامري
سعيد العامري@al3amrei_s3eed_·
@stats_feed Saudi Arabia is not only large in its geography.. but also in its influence and weight a force in location.. steady in politics.. and pivotal in the economy. Its membership in the G20 was no coincidence.. but a merit earned by its stature and affirmed by its role.
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Daniel
Daniel@danielisdizzy·
$META is one of the clearest buys in the market. Here’s why: • Trades at a forward PE of 20x • Fastest-growing revenue among big tech (+26% YoY) • Largest reach in the world: 3.5B daily users • Smart glasses capacity ramping up: 20M units by 2026 • On track to become a major cloud player • Secured ~6.6 GW of nuclear power Zuck knows what he’s doing.
Daniel tweet media
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walbas
walbas@walbas100·
@Haman_Ten Ain’t no Indians in Valhalla
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Financelot
Financelot@FinanceLancelot·
What's going on with Peter Schiff?
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Wall Street Mav
Wall Street Mav@WallStreetMav·
Which country is the rudest?
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Department of Government Efficiency
For the past 3 weeks, @SocialSecurity has been executing a major cleanup of their records. Approximately 7 million numberholders, all listed age 120+, have now been marked as deceased. Another ~5 million to go.
Department of Government Efficiency tweet media
Department of Government Efficiency@DOGE

For the past two weeks, @SocialSecurity has begun a major cleanup of their records. Approximately 3.2 million numberholders, all listed age 120+, have now been marked as deceased. More work still to be done.

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Long Equity
Long Equity@long_equity·
I'm currently working on a report into 🇳🇱 Dutch equities. What's the highest quality company in the Netherlands? I think I've got an idea on who might rise to the top!
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Drakensberg
Drakensberg@Drakensberg8·
Erdoğan - his geolocation afford him the opportunity to play a grand game in the EU, ME, Russia, and Turkic sphere. He does it fairly well. He has made, and broken, sweet promises to everyone. He has knifed everyone in the back at least once. Yet, he stands strong and is fairly respected.
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Tucker Carlson
Tucker Carlson@TuckerCarlson·
Fox News is wall to wall with dead-eyed politicians telling you that Iran is a dangerous “sponsor of terror.” Softening up the base for a war. But what exactly does that phrase mean, and how does it apply to the United States? Here’s one measure: over the past twenty years, how many Americans have been killed by Iran on American soil? Try to find that number, and then compare it to the number of Americans killed by drug ODs. Or suicide. Or illegal aliens. Or carjackings, diabetes and the Covid vax. Still think Iran is the greatest threat? How about we focus on our own country for a minute.
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walbas
walbas@walbas100·
@elonmusk Whoever is dictating those words, isthe real deep state
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Dr Sara Qureshi
Dr Sara Qureshi@sara_qureshi87·
The mineral deal between Ukraine and the US has sparked differing views, with Ukrainian President Zelenskyy seeing it as a concession to secure security guarantees, while the Trump administration views it as repayment for past aid, highlighting the complexities of international diplomacy.
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Rapid Response 47
Rapid Response 47@RapidResponse47·
.@StephenM: "The way that President Trump defended Americans after YEARS of being fleeced and abused and taken advantage of and taken for granted — millions of American hearts swelled with overflowing pride today to watch President Trump put Zelenskyy in his place." 🔥🔥🔥
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Corporate Machiavelli
Corporate Machiavelli@Mach_Tactics·
Assassination is the ultimate Status Symbol. The higher you go, the more likely you are to be assassinated.,
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walbas
walbas@walbas100·
@DD_Geopolitics She is positioning herself for a new international job.. It is widely known in Danish media and Denmark.
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DD Geopolitics
DD Geopolitics@DD_Geopolitics·
🇩🇰🇺🇦 "Peace is More Dangerous than War" The Prime Minister of Denmark believes that Ukraine is better off fighting than accepting a peace settlement under Trump's policies. "I must be honest and say that I do not trust Putin. I don’t think he wants peace in Ukraine. I understand that many think a peaceful resolution or a ceasefire sounds like a good idea, but we risk that peace in Ukraine could actually be more dangerous than the ongoing war," stated Mette Frederiksen, who visited Kiev today.
DD Geopolitics tweet media
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Investors
Investors@Investors___X·
All banks upgrading their $BABA targets higher 😅
Investors tweet media
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signüll
signüll@signulll·
working at a big company is basically an accelerated course in how power actually works. once you see the sheer level of inefficiency, rent-seeking, & arbitrary decision-making, it kind of breaks all illusions about big companies. the best part is realizing that half the people in charge have no clue what they’re doing but just sound confident. once you internalize that, you stop overestimating the competition & start realizing that most barriers to entry are just psychological.
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Wall Street Mav
Wall Street Mav@WallStreetMav·
Grok 3 has replaced Google for me. Anyone else?
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