Mark Rhinehart
3.5K posts

Mark Rhinehart
@westseattlemark
Stay At Home Dad, Soccer Ref/Coach/Player; Fan of Life.


Our @Delta Starting XI in St. Paul! 🪄 📰: sndrs.com/9spodopk | #MINvSEA
















I use this analogy a lot. This is what a room full of computers looked like in old times:

Super Bowl MVP RB Kenneth Walker is signing with Kansas City, per source.


Truth telling (as @KeithMcCullough) just did in the tweet below - is as uncommon as a bearish market outlook on Fin TV. In the months ahead - in a market dominated by machines and algos - rigorous investment disciplines (to mean that mean fractals coupled with hard hitting and primary investment research) will become more and more valuable. Genius is a rising market. Market participants and those dependent upon input from the business media will likely need to be flexible as they encounter a "two way market" - dissimilar to the experience of the last decade in which the only direction for equities was northerly. The non rigorous actors (that we see daily on Fin TV) are already being exposed - as blowups are becoming ever more frequent as the tide goes out. They don't timestamp and they will not take ownership of losers - for fear of jeopardizing their "franchise." Most are fugazzis - floor traders pretending to be strategists, economists pretending to be stock pickers, cute by half Long Island boiler room grads whose research consists basically of moving averages, fund of funds peeps picking stocks, options specialists who feast on decaying premium (and no zero about the underlying stocks), panelists too close to the companies and managements they interview, etc. Most do no or little investment research. They are as Grandma Koufax used to say, "seat of the pants people." They memorize sound bytes and entertain. I no longer watch @CNBC (as mentioned in my recent Tweet) - as my recommendations (to memorialize recommendations, etc) have fallen on deaf ears. But, viewers are growing hip to the B.S. as their capital is deflating. (See the multiple investment boners $UNH $MRNA $BABA $TOST etc the list is too long to detail). I have said in the past that if you respect your accumulated capital become more disciplined in process in a more hostile market. In this tweet I am trying to direct you away from capital deflators to capital inflators.... I have found @hedgeye to particularly useful in supplementing my primary and fundamental research. When i first encountered @KeithMcCullough years ago, I didn't get it. I do now. And I am an advocate of timestamping, fractals and @hedgeye - which is still my only outside research source that @SeabreezeLP pays for. Post Script: I should ask Keith for a discount for this Twitter advertisement. Just kidding, I am happy to pay full boat!! @SamofAmerica @RPKent @HedgeyeDJ @dougkass








