Jason @1JasonMB

Joined July 2020

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Jason @1JasonMB

4 weeks ago

@munster_gene Humane had the same pedigree, $230M, OpenAI startup money. Dead in a year. Do you see another Humane here, or does OpenAI’s distribution change the math?

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Jason @1JasonMB

a month ago

@fitz_keith This is what I respect about you. Anyone can post a green screenshot. You discuss the misjudgment so the rest of us can learn. Disciplined entry = survivable exit.

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Jason @1JasonMB

2 months ago

@SantiagoAuFund @JoeCalhoun3 @JumboElliott76 😂

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@MarkNeuman18 @arny_trezzi Warren Buffett didn’t experience the drawdown of 1929. Should he not have invested? Wealth is generated by managing the market in front of us regardless of experiences we may not have lived through.

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Jason @1JasonMB

2 months ago

@fitz_keith @fitz_keith0 @fitz_keithi @GeraldKeith_ @ffitz_keith @fitiz_keith I come across a number of these. I try to report them but they multiply haha

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Jason @1JasonMB

2 months ago

@Iln777 @alifarhat79

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Jason @1JasonMB

2 months ago

@GoshawkTrades @zerohedge A multi-year thesis financed with overnight money is like a daily lease on a vineyard that fruits in six years. Funds built for a long thesis match capital to horizon, like Nick Sleep at Nomad, so that no counterparty ever gets to choose the exit.

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Jason @1JasonMB

2 months ago

@fitz_keith AI panic reminds me of what the “brightest” minds thought of the internet.

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Jason @1JasonMB

3 months ago

@Dr_Crossroads Self-funded growth sitting on net cash. The upside has already been funded.

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Jason @1JasonMB

3 months ago

@Alice_MiaX Context matters. Volatility is the toll you pay for compounding. Against the right macro backdrop, drawdowns from ATH are generally a structural feature of growth, just look at 50% pullback of NVDA in 2022. If FCF remains healthy, the price eventually converges with fundamentals

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Jason @1JasonMB

3 months ago

@fitz_keith Great call on this Keith. U nailed it pre-IPO

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Jason @1JasonMB

3 months ago

@fitz_keith In 2006, Milton Friedman praised Greenspan’s policies even though they conflicted with his own philosophy. Too bad Friedman didn’t live a couple more years to witness the unraveling, his response would’ve been epic.

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Jason @1JasonMB

3 months ago

Real cash sets the spread. A 30-year loan at only 65 bps over the long Treasury, and the bond market didn’t blink. That paper is priced for structural change, not quarterly hype or “bubble.” 2013 Apple is a clean parallel. Btw, the internet is littered with articles implying that the debt sale was the end of Apple’s bull run yet it proved to be the beginning!

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Jason @1JasonMB

3 months ago

@freedom_rpt @SantiagoAuFund I stand corrected haha. Glad to hear. Granular mechanics of COMEX derivatives seemed to depart from his macro stance, which is something he gets a lot of. Apologies

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Jason @1JasonMB

3 months ago

@freedom_rpt @SantiagoAuFund He gave u an lol response. It must be incredibly frustrating for him to see the structural foundation of his macroeconomic thesis get completely ignored in the replies. Your comment indicates you a) don’t know his framework and b) are trying to win an argument he isn’t having

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Jason @1JasonMB

4 months ago

@simonateba @elonmusk My struggle is due to the fact that my net tax liability is well over half of my income, not because Elon is innovating. The zero-sum fallacy, unfortunately, never dies.

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Jason @1JasonMB

5 months ago

@SantiagoAuFund @RogueMacro_ I’m old enough to remember 2011 when it hit 72. It’s trading approx 36% higher yet people on here would lead u to believe that a move from 99 to 98.50 is the end of the Dollar. Such a strange time.