Dvolatility
76K posts
Dvolatility
@Dvolatility
Geriatric millennial. Macro, value and technical observer. I like high yields and high returns. Distressed and Volatile.
Metro Detroit เข้าร่วม Eylül 2008
277 กำลังติดตาม8.4K ผู้ติดตาม
Joker did so well that he made me forget that batman was in the movie
English
"You can bet that something is going on with JD Vance. Why? Because JD Vance is being sidelined by the Israelis"
Peter Thiel, David Sacks, Elon Musk, Tucker Carlson and Joe Kent are all connected, and they are making moves to salvage Vance from a war he supported from the start
Nicholas J. Fuentes@NickJFuentes
There is a major op underway by Team Vance to rescue his 2028 campaign from being torpedoed by Trump’s Iran War. Tucker, Sacks, Kent are all in on it. Follow the money and network, that’s the crew. They want Vance to save the day by brokering the ceasefire and take credit.
English
Bill Ackman: “If a company is increasing growth capex while earning above average returns, you should applaud.”
This is the case for $META.
All hyperscalers are generating solid sales growth, but $META is seeing tangible ROI in the form of higher ad conversions.
Long $META.
English
Dvolatility รีทวีตแล้ว
BREAKING: Global long-term bonds posted -$4.7 billion in outflows in the week ending March 25th, the 2nd-largest on record.
This is only below the -$6.8 billion seen during the 2020 pandemic.
At the same time, high-yield corporate bonds posted their 3rd consecutive weekly withdrawal, bringing the total to -$13.5 billion.
Meanwhile, the Bloomberg Treasury Index is down -2.4% so far in March, on track for its largest monthly loss since September 2022.
This comes as $183 billion in Treasury auctions of 2, 5, and 7-year bonds this week saw the weakest demand since May 2024.
The bond market needs help.
English
US technology stocks have rarely ever been this cheap:
The S&P 500 Information Technology index is now trading at just a 4% forward P/E premium to the S&P 500, the lowest since January 2019.
This percentage has fallen -32 points since October 2025, one of the largest discounts on record.
In other words, tech stocks are the cheapest relative to the broader market in 7 years.
By comparison, the technology sector was ~47% more expensive than the S&P 500 at the June 2024 peak.
Tech stocks are now on track to become cheaper than the S&P 500 for the 1st time since 2017.
Is it time to buy tech?
English
Dvolatility รีทวีตแล้ว
A rich developer has proposed transforming Detroit’s historic Belle Isle park into a ‘self-sustaining city for up to 50,000 people, a global hub like Dubai or Singapore’
English
Dvolatility รีทวีตแล้ว
As private credit's troubles mount, it's natural to wonder if it could lead to another financial crisis, as with subprime. I spent some time studying the parallels. Here's my answer. wsj.com/economy/is-ano…
English
Dvolatility รีทวีตแล้ว
Dvolatility รีทวีตแล้ว
There are a couple of big differences between 2026 and 2008. First, the Fed was doing QT in 2008, and they are doing QE5 now.
Second, we had a bearish divergence in the A-D Line before the 2008 decline, and have no such divergence now.
Peter Brandt@PeterLBrandt
Comparing now to 2008 MAGS vs. Dow (which lead then) DO YOU THINK THIS IS POSSIBLE - YES OR NO If true, the good news is that we are almost halfway home
English
Dvolatility รีทวีตแล้ว
Dvolatility รีทวีตแล้ว
