I'll_Make_Your_Market

@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.

Within the current environment (ATHs, PEs elevated, etc), low P/Cs (< 30) are not unhealthy for prices. Worry when 🟥.

@Marlin_Capital the main reason this is not 99 is bc there is mega-cashflow - growing rapidly i traded through all of the internet bubble as a hedgie. the metrics being used were clicks and page views, w/ the hope that it would be monitized there are no dark servers... if $MSFT lights it->$$$

This isn’t 1999. It’s not even 2021 yet. The $NDX trades at ~24.7x forward earnings, right at its 5-year average.

@gnoble79 bs. he puts out panic pieces constantly... if you followed this guy you'd be broke

John Hussman just published one of the most important pieces of market analysis I have read this year and every serious investor needs to read it. His warning flag system just triggered at levels only seen THREE other times since 1992. One of those times was March 24, 2000, the exact peak of the tech bubble. The other clusters preceded significant market drawdowns as well. We are now seeing daily tallies of overextension signals that rival or exceed every prior extreme in the data. But here's what's really scary: The S&P 500 Information Technology sector trades at a P/E of 45 on operating profit margins of 30% which is more than THREE TIMES the historical norm. If you normalize those margins to anything resembling what competition and creative destruction have produced in every prior cycle, the effective P/E is north of 135. And people are calling this a buying opportunity. 10 companies now make up 40% of the S&P 500. Bank of America's latest fund manager survey shows the highest jump in equity exposure on record. This is the same level of crowding we saw right before the market gave up a third of its value in 2022. The script never changes. Only the names of the stocks and the narrative used to justify paying any price for them. In the late 1990s it was the internet. In 2007 it was structured credit. Today it is AI. Every single time the crowd convinces itself that valuations do not matter because THIS TIME the technology is transformational. And every single time the math eventually wins. Read Hussman's full piece, then look at your portfolio and ask yourself honestly whether you are positioned for what history says comes next: hussmanfunds.com/comment/mc2606…

@StonemasterB @LizaRosen0000 i''ve wasted my time talking to a moron? come on whitey do better! you guilt is hilarious!!! so dumb, so very dumb... LOL - GL you gonna need it

@RoyceThree @LizaRosen0000 Nope , actually only 2.9% of america are natives the rest are invasive because white isn't the native color of america , white people went over didn't assimilate took over and converted everything to their culture , get a grip lil boy. Ypu are completely.m8sinf9rmed about the UK

@StonemasterB @LizaRosen0000 and percent of white in the world is < 9%... it's over for whitey! if whitey were a bald eagle, we'd put you on the endangered list!

@RoyceThree @LizaRosen0000 UK is 81% white Us 72% white. We still here, but so is racism bro

@i_manage_risk i mean it's not too late to ref the "boner" candle on this chart!!

$HNGE Missed it, I was to busy managing my other positions.

@StonemasterB @LizaRosen0000 i dgad about the color of the perpetrator. its all manipulation.. its all fake i hope there's a god bc all the priests and mullas will be headed to that lowest ring of hell no doubt gl out there leaning on racism for an out... its over, whitey is almost extinct for better/worse

@RoyceThree @LizaRosen0000 That's my point though bro it's all bs all ran by peados in it for their own gains, but you guys only mention the brown ones. There were like 0 Muslims in the epstien files