Jakubko

@fiscal_ai Won't work until Chinese wealthy consumers start buying again. And right now their wealth is in contraction due to deflation in Chinese housing market.

Hermès is trading near its lowest multiple since the pandemic. EV/EBIT: 24.7x Why wouldn't this work from here? $RMS

@Marlin_Capital The issue is earnings are not a leading indicator - they simply fall all together with price. Actually, they will most likely lag the price. So you could just watch the ticker instead..

Over the long term, it’s all about earnings. And right now, earnings are pointing to plenty more upside ahead. 👇 $SPX $QQQ $IWM

@Object_Zero_ @elliotrades I doubt. If AI causes unemployment to rise, govs all around the world will print. So deflation won’t be an issue.

Bill Ackman is right… 2005-2020, globalisation and Chinese urbanisation caused 15 years of global deflation and a long era of ZIRP. 2025-2045, AI will likely cause a long period of deflation (big productivity gains) and likely a long era of ZIRP. The West mostly failed to make use of the first ZIRP era, we didn’t understand it. We did not replace and upgrade our infrastructure, we did not roll SovX far into the future. I expect we will not repeat this mistake, during the AI buildout. A huge amount of infrastructure is going to be built over the next 20 years, backed with long dated cheap bonds. This is the monetary and fiscal structure of the era we find ourselves in. You are now leaving the eye of the storm.

@JTheretohelp1 Maybe credit @TimmerFidelity ?

Call/Put ratio Nothing to see here…. Look away

@jkmccrann @lisaabramowicz1 Lol

@lisaabramowicz1 So what? Oil is well below the high reached in 2008 of almost $148 a barrel Markets are forward looking and they know there is nothing to worry about.

The world’s oil buffers are rapidly being depleted, with crude inventories poised to reach the lowest levels on record even if the Strait of Hormuz reopens in full by the end of this month: GS’s Daan Struyven & team

@4KL4K You can buy the same for $200 on Amazon lmao

finally pulled the trigger on a herman miller. never thought i’d spend 2k on a chair

@mewwts Yup, the vibes were vastly different. Now it’s just a space full of scammers and grifters trying to extract money from each other.

I deeply miss how special and frontier crypto felt in 2017

Flash PMI signals subdued expansion and exploding prices; although manufacturing output index and PMI hit 48- and 47-month highs, respectively, it was mostly due to stockpiling amid supply chain concerns; meanwhile, price pressures across services and manufacturing soared:

“We’ve borrowed supply,” Russell Hardy, chief executive officer of Vitol Group, the largest independent trader, said at the FT Commodities Global Summit in Lausanne this week. “But you can’t do that forever. There are recessionary consequences from having to ration that demand.”

@WayneWhaley1136 Good table but these conclusions never work. It's based on averages... Every year is a different because the circumstances changes.

WHEN JANUARY & APRIL AGREE - THE REST OF THE YEAR MAY BE A SIGHT TO SEE Since 1950, the S&P is 54-22 in the last 8 months of the Year (May-December) for an avg, 8 month, gain of 5.58% with 10% moves 25-7 to the positive. The month of January was up 1.37% and as of April 25, April is up 9.75% with four trading days in the month remaining. If January & April are both positive, the last eight months of the year improve to 30-6 for an avg gain of 8.54% with THE 10% MOVES 15-1 to the positive. This contrast dramatically to those 13 years in which both months were negative, which led to a 4-9 last eight months of the year for an avg loss of 4.12%. The Bullish Japril Barometer Signal is # 9 on this weeks list of Top Ten reasons to own equites at the moment, a list shared with my Study Subscribers this week. I maintain a similar list of arguments that warrant caution ~ waynewhaley.witterlester@gmail.com

Oil is starting to outperform gold. This trade probably has legs and will take a while to play out.

So far I’ve been hilariously wrong about NDX. But it is what it is. I’m still holding most of the money in energy + commodities and I view the recent dip as an opportunity to add to positions.

@kevinxu If you have house paid, you can retire with $1m easily. People just spend money on stupid shit.

My net worth is $10,602,789.50. 20 years ago you could retire with this What happened

NEW: Iran deploys more mines in the Strait of Hormuz axios.com/2026/04/23/ira…

And markets at ATH. That’s really wild.

@Rory_Johnston What a clown lmao

*TRUMP SAYS HE CANCELED WITKOFF, KUSHNER TRIP TO PAKISTAN: FOX

@CyclesFan @unusual_whales Cunts from Russia

@unusual_whales LOL. Most white people either don't want to or are afraid to fight. So who's going to fight? The Africans and Muslims they imported en masse?

Germany says it plans to build Europe’s most powerful military by 2039.

@coinfessions So did like 90% of people in crypto. So what? No one cares about paper profits. It’s all illusion until you cash out.

Could've retired many times over had I put money to the side, but instead I stayed and gambled away 7 figures. I've lost more money in a day than anyone else in my family will ever make for the rest of their lives.

@FrankAFetter $50k next

Bitcoin STH supply in profit/loss ratio bumping up on a key “Break Even” threshold. I’m thinking about the type of buyer who stepped in at $60k after watching price cascade from $125k to $80k, then drop another 25%. Is he looking to “get out” at break even? What about the Dip One buyers who thought $80k was the bottom? This is the bottoming process.