MarketWatts @RootSwego
20+ Years on the Buy side, Energy, Materials , EM & Commodities Joined March 2009-
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MarketWatts retweeted
Excellent article in WSJ explaining in detail how the AI bubble is highly unlikely to ever payoff. Unlike the Y2k internet bubble, the AI hardware being purchased now is depreciating at an accelerating rate - with useful life of 2-3 years. Whereas the over-deployed internet fiber…
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MarketWatts retweeted
IMHO, the reaction to @LukeGromen's latest pod is even more compelling than the content itself. In prior years, this subject matter would have GUARANTEED weeks of attacks that we're "alarmist" and "exaggerating", and "fear mongering". This time, it's ALL positive, and I'm…
IMHO, the reaction to @LukeGromen's latest pod is even more compelling than the content itself. In prior years, this subject matter would have GUARANTEED weeks of attacks that we're "alarmist" and "exaggerating", and "fear mongering". This time, it's ALL positive, and I'm…
MarketWatts retweeted
Great line from Michael Cembalest, JPM..... "Other recent AI news: Oracle’s stock jumped by 25% after being promised $60 billion a year from OpenAI, an amount of money OpenAI doesn’t earn yet, to provide cloud computing facilities that Oracle hasn’t built yet, and which will…
MarketWatts retweeted
Oklo's extraordinary 20+ billion valuation is presumable based upon the premise that it will meet its goals of deploying its 1st Aurora powerhouse by late 2027 & rapidly scale its fleet to meet its 14,000MW of non-binding master power agreements and letters of intent. That's 186…
MarketWatts retweeted
President Trump over the last 60 minutes: 1. Announces 100% tariff on pharmaceuticals 2. Announces 50% tariff on kitchen cabinets 3. Announces 50% tariff on bathroom vanities and associated products 4. Announces 30% tariff on upholstered furniture 5. Announces 25% tariff on…
MarketWatts retweeted
Jillian Michaels presents a devastatingly logical case against Ozempic/semaglutide, arguing that even in the best-case scenario, users are set up for long-term failure. The "Best Case" Scenario is a Trap: Imagine you're a "perfect" responder: no side effects, significant weight…
MarketWatts retweeted
James Comey will always be the poster child for how a dual system of justice got started in this country. When he stood in front of the cameras and admitted Hillary Clinton had been “extremely careless” with classified information, then turned around and said she shouldn’t be…
MarketWatts retweeted
The last ten years or so have been the worst for healthcare stocks on a relative basis in ~70 years
MarketWatts retweeted
The oil-to-gold ratio is now 6 standard deviations above its long-term trend. #OOTT $XOP $XOM
MarketWatts retweeted
MSM 'Forgets' They've Been Warning About Tylenol And Pregnancy For Over A Decade zerohedge.com/medical/msm-fo…
MarketWatts retweeted
50 hours and not one racıst word
MarketWatts retweeted
Imagine that we have a Democrat administration. Now imagine that a right wing radical shot and killed one of the most influential liberals in the country on live TV. Now imagine that thousands of other conservatives shamelessly celebrated the assassination and called for more of…
MarketWatts retweeted
Composition of household wealth by country
MarketWatts retweeted
Phil Hartman (d.1998) would’ve turned 77 today. He was a prominent SNL cast member for eight seasons(1986-1994). Hartman portrayed Frank Sinatra total of 10 times. His version of Sinatra was famously brash, combative, and hilarious, especially in sketches like The Sinatra…
33% of the S&P > 10x sales, The current figure far exceeds the 23% seen at the height of the dot com boom in 2000
MarketWatts retweeted
How to bootstrap a Bloomberg terminal in 2025:
MarketWatts retweeted
MarketWatts retweeted
The struggle is real
MarketWatts retweeted
Alternate headline: "Shovel Maker Buys Stake in Gold Mine."
Alternate headline: "Shovel Maker Buys Stake in Gold Mine."
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