Globo_Happy_Where_I_Am!!

@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

Nixon was right. "We must speed the widespread introduction of nuclear power." Imagine where we'd be if his vision for a nuclear powered America were fulfilled.

@StonemasterB @LizaRosen0000 they are all fked up - yea we had gay priests that why the f i got away from it all - ITS ALL FAKE MAN grow up boy

@RoyceThree @LizaRosen0000 Ypurr ignoring rampant chrsitian peadophillia cause you only care when they're brown cause ypur just racist , it's weird bro ,ypu should always care about sexual assault , i know I do , I don't only bother with it when the perpetrator is brown , try it

@StonemasterB @LizaRosen0000 you are correct, we had the 'war' gosples removed ex-post the crusades, that is the same time islam was written.... so YEA, all religions are fake af, but some are also still very evil e.g. islam - pedo-centric-rape-culture based-but-a-P-Diddy party in the afterlife :) :) :)

@RoyceThree @LizaRosen0000 The q'ran and the original bible say the exact same thing , the only difference is the bible has been changed and adapted by priests and kings while the q'ran hasn't changed since it was written

@zerohedge I swear to gawd... run the index back and youll see its still elevated vs history by a lot... fake news

"Skew Is Broken": Goldman Vol Desk Says There Is No Fear Of Downside Left zerohedge.com/markets/skew-b…

Our civilization’s information environments are still horribly broken. Reddit is one of the worst offenders.

@UnrigLA more like left-leaving sobering-up...

Google co-founder Sergey Brin's rightward lurch continues. He donated to Spencer Pratt this week.

Is there a pattern? It seems like there's a pattern.

*POWELL: FED’S CREDIBILITY LOST IF PRESIDENT CAN FIRE OFFICIALS what happens to Fed credibility when cutting 2 months before a presidential election