NiCK @_learntoinvest

Learning about investing, stocks, crypto, NFTs... Joined December 2020

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cora @paging_cora

5 months ago

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The Kobeissi Letter @KobeissiLetter

5 months ago

Retail investors were just cheated: Yesterday at 12:00 PM ET, US Treasury Secretary Bessent said he sees "de-escalation with China" and the current situation is "unsustainable." These comments were provided at a CLOSED-DOOR investor summit hosted by JP Morgan. This summit was…

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Derrick Evans @DerrickEvans4WV

5 months ago

Wow… this is CRAZY.

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Prof. Carl Sagan @ProfCarlSagan

6 months ago

"Never confuse education with intelligence, you can have a PhD and still be an idiot." - Richard P. Feynman

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EndGame Macro @onechancefreedm

6 months ago

@leadlagreport Yes, and not in a doomist sense, but in the sense that we are undergoing a systemic regime shift that the current financial architecture was never designed to absorb. The dollar is overlevered, Treasuries have lost their neutrality, and the global collateral base is fragmenting…

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Arnaud Bertrand @RnaudBertrand

6 months ago

I'm normally not a big fan, but this is an absolutely brilliant answer by Larry Summers to the oft-repeated argument that China is somehow "cheating" in trade. In fact it's probably the best answer I've ever heard on this. It goes back to the point I was making…

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EndGame Macro @onechancefreedm

6 months ago

Here are three original, under-the-radar insight that even seasoned analysts may be missing or underweighting: ⸻ 1. The “Yield Spike + SOFR Inversion” ≠ Inflation Warning — It’s a Shadow Leverage Squeeze What it looks like: •10Y yield spiking above 4.39% •30Y SOFR swap…

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Peter Schiff @PeterSchiff

6 months ago

According to @howardlutnick our trade deficits are bad because "they're taking our money, and Donald Trump has seen this, and he's going to stop it.” Yes, they're taking our fiat we create out of thin air and we're taking their stuff that costs them lots of resources to produce.

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EndGame Macro @onechancefreedm

6 months ago

@DavidSacks @DavidSacks respectfully, this framing is overly binary and glosses over the real systemic stress that did flash. The fact that markets rebounded doesn’t mean the panic was fabricated it means intervention succeeded in temporarily suppressing it. The sharp spike in SOFR swap…

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unusual_whales @unusual_whales

6 months ago

Alright, I think people knew of the tariff pause and traded it beforehand. You can see before Trump posted "buy" on Truth Social, traders opened $QQQ $TQQQ and $SPY calls RIGHT BEFORE THE NEWS, someone opened $SPY 509 calls, expiring TODAY!!!!!!!!!!!!!!!!!!!! Those calls are…

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Aksel Kibar, CMT @TechCharts

6 months ago

My humble opinion in this "Art of the Deal", Bill Ackman revealed his hand by being too long U.S. equities and Donald Trump revealed that in the Bond market he doesn't have the cards.

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GDP @bookwormengr

6 months ago

@chamath Chamath, let me give a rebuttal point by point (respectfully, i love your life's journey) 🧵 1. China is seeing the slowest growth they’ve had in decades: True, but it is still 5.2% for China vs 2.9% for USA. They also have quality growth this time (EV, AI, Robotics, Solar)…

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DCinvestor @iamDCinvestor

6 months ago

just fired my maid who’s been cleaning my house for 20 years because i realized that for all i paid her, she never bought anything from me no more getting ripped off!

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Mohamed A. El-Erian @elerianm

6 months ago

Up to an hour ago, there was a debate on what would convince the US Administration to opt for some type of pause on tariffs. Would it be Congress, the President's advisors, business leaders, the legal system, markets, or something else? We got the answer today: It's the…