Wait until the ‘crowd’ really understands what central banks have facilitated for the last 30+ years...
Right now it’s about ‘evil short sellers’ but, at some point, destiny will bring the mob with the pitchforks and the appropriate targets for their righteous anger together
TSLA mkt cap now roughly equal to the entire S&P500 oil sector (ie the aggregate of majors, independents, drillers, servicers & refiners)
The equity mkt seems to be saying that oil has no future, and that energy transition is basically here
I feel like that's jumping the gun
Facebook is a profound and direct threat to liberal democracy. The company should be razed, and the ground sown with salt.
epsilontheory.com/facebook-delen…
Concentration of the top 5 or top 10 stocks in an index is not unusual but when they are highly correlated, not owning them creates significant tracking error. This makes not owning them difficult.
The average life expectancy for a fiat currency throughout history is 27 years.
Every 30 to 40 years the reigning monetary system fails and it has to be retooled.
We are on the verge of system reset now...
RETWEET to raise awareness!
@HotRockCapital Lived through it as a PM man. It’s a death by a thousand cuts bear market. Nothing like the 08 or 20 crashes. Slow bleed over 3 years saps away optimism. Just the antidote we need to this renewed ‘party like it’s 1999’ stupidity. Stay in value and gold
29K Followers 5K FollowingPortfolio manager specializing in momentum and volatility strategies. Also hack guitar player who sings. Tweets and RTs are not investment advice.
70 Followers 1K FollowingDucking, diving, surviving in Indonesia where if you can make it here you can make it anywhere; paraphrasing both Frankies - Welcome to the Pleauredome
2K Followers 6K FollowingWe lost a loving, talented, and happy son. We prepared him for life and feelings and made sure he had someone he could talk to in his life. Still we lost him.
156K Followers 2K Followingreformed hedge-fund manager | cfa | co- founder of Bitcoin Opportunity Fund @BTCOppFund + @Strive Director | ex-@yale hockey | author of 💡The Informationist
221K Followers 2K FollowingReporter for @business. In Portugal after 17 years in UK & Hong Kong. Alum of @LSEnews @uniofwarwick. Views / retweets mine. Not on Instagram. Lisboeta 🇵🇹
75K Followers 13K Followinghttps://t.co/JKqP6h9O3U - where I write on economics, geopolitics and tech. Award-winning author, Fmr US Presidential Advisor + tech entrepreneur Φ ☯︎ ∞
26K Followers 131 Followingbroker & founder @onegrouptoronto part of real broker | $450M+ in sales | engineering background & a decade in corp world before switching to sales
241K Followers 1K FollowingAccount no longer active, as explained here:
https://t.co/eS3eVGe4jE
All other green chickens are impostors.
DMs checked infrequently.
122K Followers 1K FollowingNothing here is advice. Drop the phone and slowly back away from the Twitter. Read a 10-K. It’s a profession, not a business. Disclosure: https://t.co/Sv6Y5YsrBq
84K Followers 1K FollowingThe world’s leading voice in all things watches. Your source for new and pre-owned timepieces, accessories and more. #AllThingsWatches
33K Followers 1K FollowingPresident of Financial Insyghts. "K-Shaped Economy" guy. Adjunct Professor William & Mary. Author of "The Confidence Map." Lover of very bad puns.
47K Followers 169 FollowingCoined "Millennial." Dir. of Demography @Hedgeye. Author: The Fourth Turning Is Here, The Fourth Turning, & Generations. Newsletter: https://t.co/DXr5JTHDW9
36K Followers 16 FollowingGavekal is one of the leading independent providers of global investment research. It also advises a select range of funds and offers software solutions.
29K Followers 5K FollowingPortfolio manager specializing in momentum and volatility strategies. Also hack guitar player who sings. Tweets and RTs are not investment advice.
17K Followers 3K FollowingCo-founder @hiFramework - prev @hashletes, @snap and @dropbox. Tweets are my personal views and not investment advice. May have positions in assets discussed.
39K Followers 1K FollowingAll tweets express our opinion and you should assume we hold a position in securities mentioned. No Affiliation with Aurelius Capital Management.
7K Followers 1K FollowingI run Process Driven Macro-with a focus on the business cycle trading macro long/short opportunities across asset classes #ItsAllMacro
11K Followers 691 FollowingIronsides Macroeconomics LLC. Macroeconomic & public policy strategy I'm not joking. This is my job. Podcast: https://t.co/RDQlWX61FE…
12K Followers 1K FollowingStock Charts. Schadenfreude. Ric Flair. Price = Sentiment. I skate to where the puck is going to be, not to where it has been. - Wayne Gretzky
1.1M Followers 2K FollowingFlaneur: probability (philosophy), probability (mathematics), probability (real life),Phoenician wine, deadlifts & dead languages. Greco-Levantine.Canaan. #RWRI
13K Followers 1K Following🇺🇸 space capitalist & strategist. Peace through strength, liberty, & new frontiers. Tweets & RTs ≠ advice or endorsement. Opinions change as I learn & grow.
53K Followers 996 FollowingMultiple best-selling author, pioneering online commentator. ~1 million readers turn to Mauldin for his view on market and history. 8 Kids. Luckily wed to Shane
93K Followers 935 FollowingAuthor of STREET FREAK, ALL THE EVIL OF THIS WORLD, THOSE BASTARDS, NO WORRIES, NIGHT MOVES, & RULE 62. Writer, investor, electronic music curator. MFA.
5K Followers 514 Following35 years asset manager, markets consultant, musician. Managing Director at RMK Research & Markets, Switzerland since 2005. My songs here:
41K Followers 513 Following"Eminent Theorist" & recovering CME member; 30+ years trading. Posts are random nonsense and NOT recommendations! Trading and comedy... it's all about timing