Pat Connolly @_Pat_Connolly

Throwing spaghetti at the wall to see what sticks pcon.substack.com Boston, MA Joined January 2017

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Pat Connolly @_Pat_Connolly

a week ago

Interesting case study here SPY launched in 1993 vs VOO in 2010

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Pat Connolly @_Pat_Connolly

2 months ago

In 2007 a young Peter Lynch in his parents basement could have simply looked at the packaging of his gaming consoles to reach the conclusion that streaming was the future $NFLX

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Pat Connolly @_Pat_Connolly

4 months ago

How long until every retail store has some sort of identification barrier? Would politicians prevent wide scale adoption?

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Say I agree with the idea foreign money managers will have an inclination to reduce exposure to anything USD related Allocations are not going to zero & I doubt they’d get cut in half — so how should we measure the potential market impact of a newfound herd mentality?

Ben Hunt @EpsilonTheory

5 months ago

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Pat Connolly @_Pat_Connolly

5 months ago

At least for the first few months I honestly think there will be ~zero demand destruction if the game retailed at $100

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Pat Connolly @_Pat_Connolly

6 months ago

We’re at the point where investors really need to start seeing a ROI from the AI buildout — if not, what fuels dip buyers? A lower multiple?

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Pat Connolly @_Pat_Connolly

6 months ago

With >100m retail brokerage accounts in the US people really are distracted by the markets while at work Society has never been more plugged in, maybe that's why -5% YTD has been so polarizing

steve2bacon, CMT 🥓 @steve2bacon

6 months ago

With >100m retail brokerage accounts in the US people really are distracted by the markets while at work Society has never been more plugged in, maybe that's why -5% YTD has been so polarizing

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Pat Connolly @_Pat_Connolly

6 months ago

IF perplexity data is accurate, US based manufacturers have the potential to fulfill ~75% of annual vehicle demand domestically The foreign producers have greater exposure to a wealthy base that is relatively price insensitive -- a 25% price hike could actually have minimal…

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Pat Connolly @_Pat_Connolly

6 months ago

The global underwater hotel market is .065% of the overall global hotel market -- needs to grow 15x to become just 1%

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Pat Connolly @_Pat_Connolly

6 months ago

Forecasting the demand for this technology is pretty tricky Some % would never opt into sharing their biometric data with a retailer (but would on numerous tech devices) Some ppl just don’t care & will if it makes their life’s easier