I'll_Make_Your_Market

JOLTS: more signal than noise The JOLTS number yesterday may have been skewed by a dodgy estimate in professional and business services. The trend, though, is real. Corporate profits are surging - and where profits go, labour demand follows. Today's note has the chart going back 25 years.

Looking at each sector’s share of earnings in the index suggests the moves in market cap have more of less been justified.

@i_manage_risk @wey_how12640 when im down 25% on the initial i'll look again, but down more than this i have to verify the ex-ante thesis and if i can't re-verify i will cut... i can get back in later and move that cap to something that is working..also structure looking left for support is key to keep/cut

@RoyceThree @wey_how12640 I like that style, quite interesting. Is there any price point where you would think that this starter is no longer worth it, even if the story is unchanged?

$SOLS Uranium/ nuclear stocks perking up Imo this has leader potential. Very strong RS vs the group. U still in @wey_how12640 ? Im ready to be stopped the third time

@pmarca damn bro! u are far more savage than i realized..bravo!

Ah, water. Never touch the stuff. Fish fuck in it.

@i_manage_risk @wey_how12640 starter position, did not add, small but annoying, my discipline is to never add to a loser, but i'll hold a loser if i feel the story remains and i believe it will go higher in the next q or less, this is my story and i'm sticking to it :) my winners are added to relentlessly

@RoyceThree @wey_how12640 why hold losses? Are you this patient with your winners?

@jaltucher how much do you own? $FABC btw, i loved your book on choosing yourself!

. $MRVL is demonstrating that the real bottleneck for AI is GPU to GPU communication speeds. They are going to use MicroLEDs in their 160+ Tb/s switch. $FABC, at 1/1000 the value of MRVL, will be building MicroLED inteconnects (for GPU to GPU communications) with THE state of the art technology, using $KOPN. $FABC will jointly own the IP and be exclusively selling it into AI. This announcement by $MRVL today (and the endorsement by $NVDA) shows that $FABC will have a seat at the table with their IP and tech. This is the biggest bottleneck in AI now.

Senator John Fetterman says he was the only Democrat on the Senate's Fraud Exploratory Committee to vote in favor of opening an investigation into Malia Obama's suspicious USAID grants when she was still living at the White House in 2007. "She was just a kid," said Fetterman, "So shouldn't we be looking at how a high school girl snatched $2.3 million for writing pen pal letters to a few dozen kids in Africa?" Fetterman says the party's refusal to investigate its own people is the main reason he believes there will be a red wave in November. "Nobody sees it coming, but mark my words."

@charliebilello you just need to stack more cash, then you'll get over your fear of BIG TICKETS... lol

$4k just to get in the door at MSG. Inflation is everywhere. The Fed needs to hike rates ASAP.

@OddStats agree overbought, but not overvalued, maybe still undervalued (don't hit me)... if the war expands, i think russia is getting ready to back IRAN bigly, that may be enough to kills this short term, but then the next leg up is where Newton would have bought for "Hall" the 1st time

Remember in college, when you just learned about the 1637 Dutch Tulip Bubble? You sat in your dorm room and said to your roommates, "man, I wish I could live through just ONE of those. Do you know how many brazillions of dollars I'd make?" And then you spent the rest of that 6 pack fantasizing about how you'd spend it all. I'm not shorting it, because I have no fucking clue when the music stops, but you've waited your whole adult life for this.

@Hedgeye it's all good, sell your shares tho, i'm on the bid... i'm waiting... or get short, i'll happily make your market :)

Google is now selling $80B of its own stock to fund AI capex, ending a decade of buybacks

@nettermike they elected no-one, she is an empty promise at best, zero experience, zero common sense, another vapid taker failing miserably

🚨 SEATTLE’S SOCIALIST MAYOR JUST HUMILIATED HERSELF IN THE NEW YORK TIMES She called concerns about millionaires fleeing the new 9.9% millionaire tax “super overblown”… and even said “And the ones that leave? Like, okay.” Now she’s forced to admit those comments “caused more harm than good.” Meanwhile, Starbucks is building a massive new headquarters in Nashville, Boeing is moving jobs to South Carolina, Amazon is expanding in Virginia, and Seattle is staring at a $140 million budget hole. The progressive billionaire who helped fund the tax just said: “Virtually every wealthy friend I have has either left or is planning to. It’s a catastrophe.” The mask is slipping. This is what happens when ideology meets reality.

@centerstreet you guys got the wrong horse,,, this is a dead horse, meaning he's been used up, no one likes this dude, get anyone else and you'll do better

Faith. Freedom. The Future of Conservatism. Available now wherever books are sold.

@draloneboy Philadelphia has fallen,,, it's time to start anew.. sad but true

This chick is the mayor of Philadelphia. She says that she can tax your uber rides whenever she wants because she's in charge. She can tax whatever she wants. Another great official in Philly. When will you stop voting against your interests?

One day the SPY will crash. True, but on all the other days it will not.

This analysis is intended for those who believe the S&P 500 was not sufficiently oversold at its recent lows. The lower panel displays the 20-period exponential moving average (EMA) of a binary accumulation of hourly returns, calculated back to 1999. Historically, readings below 60% (in 🟥 lower clip) have marked extreme oversold conditions (🤮) in equities — levels associated with significant capitulation, independent of the index’s percentage decline from its highs. Examining these internal market dynamics often provides a deeper perspective, encouraging a more nuanced view of price action and market structure.

@realMaalouf hey man, it tastes just like chicken, but with a less greasy aftertaste

Just 80 years ago in Mecca, the birthplace of Islam, people were still eating lizards and living in mud houses. If this is how they lived 80 years ago, can you imagine how they lived 1,400 years ago?

@pennycheck ok you got me back in!

GOES and GOES

@KevRGordon and head count will keep on shrinking thanks to the ai-bots the humans have built to replace themselves with...

Corporate profits as a % of nominal GDP: right near an all-time high Employee compensation as a % of corporate GDP: all-time low

NDR took the time to plot up my Three Consecutive 3% Weeks Study. As mentioned in the title, it is three consecutive Non Calendar Weeks, that is, they don't have to end on Fridays. Simply a week is defined as any seven calendar days.