Jay @incrementalROI

"The money money makes, makes more money" - Ben Franklin. Striving for equanimity and clear headedness | Not investment advice Joined May 2018

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370
Following

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Michael Pettis @michaelxpettis

3 days ago

1/2 NYT: "Just as President Trump is making it much more expensive for American companies to bring in skilled foreign workers, China is rolling out a plan to welcome them." nytimes.com/2025/09/26/wor…

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Jay @incrementalROI

a week ago

“Slowly”. Hah.

BuccoCapital Bloke @buccocapital

a week ago

“Slowly”. Hah.

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Jay @incrementalROI

2 weeks ago

L/S momentum basket. You mfers can't help yourselves.

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Jay @incrementalROI

2 weeks ago

Wish I knew a lot more about market structure than I do. But never ceases to amaze me the daily moves in single names while index remains flat to up firmly. Implies no real liquidity to take the other side. You see it on earnings prints more than ever too. Gets worse every yr.

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Jay @incrementalROI

4 weeks ago

Zero credibility until he tweets something bullish. Tunnel vision. Of course if he ever does that’ll be the ultimate top.

Marko Kolanovic @markoinny

4 weeks ago

Zero credibility until he tweets something bullish. Tunnel vision. Of course if he ever does that’ll be the ultimate top.

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Prepared Remarks @P_Remarks

a month ago

@S_curvecap & bigger picture the narratives that come with these moves are the issue. There is rarely a middle ground anymore for so many names. Something is great or it’s dead. Everything turns into a terminal value debate off of marginal changes in fundamentals

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Jay @incrementalROI

a month ago

This guy must be so much fun at parties

Marko Kolanovic @markoinny

a month ago

This guy must be so much fun at parties

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Jay @incrementalROI

a month ago

These guys seem to know their semi sh*t, but I can’t verify that because information like this isn’t that accessible to a layman. (I do get the key takeaway about CUDA)

SemiAnalysis @SemiAnalysis_

a month ago

These guys seem to know their semi sh*t, but I can’t verify that because information like this isn’t that accessible to a layman. (I do get the key takeaway about CUDA) https://t.co/pF42D7Zoji

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Jay @incrementalROI

a month ago

Don’t know about you but the present value of all of my future cash flows until the end of time became more highly valued this morning even though I already expected a 25bp cut next month.

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Jay @incrementalROI

2 months ago

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Jay @incrementalROI

2 months ago

I feel like I’m losing my fkng mind on a daily basis. Bad news comes out on TSLA… +3%. PLTR up every day. Handful of others up every day. Everything n else trades heavy.

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Jay @incrementalROI

2 months ago

Just so I'm clear, FI's 2025e EPS has increased ~4% from 2H23 expectations but generally held steady. And the stock has >doubled and then collapsed 40% in over that timeframe (~ 2 yrs). What are we doing here Mr. Market (read: pod shops)?

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Jay @incrementalROI

2 months ago

The perfect gif for TSL@ skeptics

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Jay @incrementalROI

2 months ago

Ying Yang Twins definitely hittin’ the whisper song.

Danny Ocean @DannyOcean555

2 months ago

Ying Yang Twins definitely hittin’ the whisper song.

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Jay @incrementalROI

2 months ago

One basket of + momentum I track has compounded at 35% the past 3 yrs. The neg momentum basket has returned 3.6% annualized. If you have even a shred of contrarianism in you you're dead unless you time each out of favor name absolutely perfectly.