Bill Ackman makes on average $500 Million a year from Pershing Square to underperform the S&P 500 over 10 Years.
He’s worth $9.1 Billion
And just buying the $SPY beats him
Are we finally waking up?
The countries with the tariffs are outperforming the ones that don't have tariffs yet. Due to the central bank effect.
Here we see for U.S. cyclicals this was the fastest round trip from bear market to bull market since the pandemic - which was the shortest bear market in…
GenZ hates the system, but they don't understand we DO NOT have capitalism.
We have corporatism/cronyism.
If we had capitalism, the banks would have all gone tits up in 2008, all the people you think are rich would be broke, home prices would be affordable and you would be…
A pull back is over due. $QQQ $SpY Option IV hit 52 weeks low. VIX breaks 16 handle. uVIX hit ATL. Vix uVIX spread hit ATH. JNK has 8/5 day bearish crossed.
No. Just, no.
You bought a 3 bedroom home for $17,000 that you later sold for 1.5 mil, had 2 cars in the driveway that cost a total of under 6 grand. Your generation didn't work 60 hours a week - it worked 9-5, with a paid lunch hour, got a pension that everybody is still…
I have good reason to believe that somebody knew the copper tariffs were coming and traded the news ahead of time, and made an ungodly amount of profit.
Trump announced his new 50% copper tariff at 12:58 PM yesterday.
But as my charting shows, the price of copper began spiking…
Sports betting, yoloing options, wealth tax, Socialist candidates, crypto
More and more symptoms of a generation locked out of + antagonistic toward Capitalism. Steady drumbeat of doomer content saying AI will destroy jobs doesn't help
Trend will continue to accelerate
⚠️The US market breadth has rarely been this weak:
The S&P 500 breadth hit the second-lowest level in at least 20 YEARS.
This means the recent S&P 500 rally has been driven by just a handful of stocks, and not many names have hit their 52-week high.👇
globalmarketsinvestor.beehiiv.com/p/the-s-p-500-…
Somebody front ran the Brazil tariff news.
Somebody bought a HUGE amount of USD and shorted BRL (Brazil’s currency) at 1:32 PM.
The 50% tariff announcement came at 4:19 PM, at which point, it looks like the big trader exited his trade instantly.
Making 2.5% on a currency…
The markets are playing a game of chicken with Trump. If the tariffs Trump has threatened to impose on Americans actually go into effect on Aug. 1, stocks will tank. But traders seem to be betting that Trump will chicken out again. But this time Trump’s ego may mean TACO no más!
This administration is so full of room-temp IQ bumpkins leaking information it's unreal. Someone buys 5,000 $VALE 10 strike weekly puts and USD BRL starts tanking around the same time, and then 2 hours Brazil gets a 50% tariff?
Understand no side is holy, they all suck.
This administration is so full of room-temp IQ bumpkins leaking information it's unreal. Someone buys 5,000 $VALE 10 strike weekly puts and USD BRL starts tanking around the same time, and then 2 hours Brazil gets a 50% tariff?
Understand no side is holy, they all suck. https://t.co/WoFoyzJhwK
⚠️Institutional investors are SELLING US equities at a FURIOUS pace:
Institutions dumped $3.2 BILLION of single stocks and ETFs last week, according to BofA.
They sold in 9 of the last 10 weeks.
Hedge funds recorded the 3rd straight week of selling and sold $1.0 billion.
⚠️What is happening here?
The US job numbers will likely be REVISED DOWN by nearly 800,000 for the 9-month period ending December 2024, according to QCEW data.
This means non-farm payrolls were OVERSTATED by ~88,888 jobs each month during this period👇
globalmarketsinvestor.beehiiv.com/p/the-us-priva…
It's been the worst decade for developed-market government bond returns in modern history, as per DB's Jim Reid. This has pushed yields higher as governments keep selling bonds to plug fiscal gaps. The US plans a net issuance of $223.2 billion in the next five weeks alone: MS
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