https://teapaw.org/t.co/SgaSuGdrox macro & beta @2Graybeards for beta. Both for investor education, Brevan Howard, Bridgewater, Salomon, Dad of 4. Go Penn, No tweet is advice
Joined June 2013
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Struggling to willingly suspend disbelief that Helen Webb can walk around London with zero security in "Black Doves"
"I read the news today oh boy"
A pod blew up.
Here's some rambling poorly edited thoughts on what the heck this even means linked in comments from my always free - do not pay!
Blog post
Tough Year for Beta. 60/40 and SPY had large drawdowns along the way and only 8% YTD return. but my balanced beta has been sideways for a while (Green line.)
Closed out my short for the weekend. This rant and the hour roundtable in comments is my current market view. Very bearish. That said when you make half your year in two days it's time to take the weekend off. Ammo to absolutely slam a rally.
As the bragging commences about having guessed the hot NFP release (congrats to all) the cynic in me wonders if any money was made? Anyway I have written up my thoughts on the industry of economic data outcome guessers and the true value of data for investors in a free blog app post link in comment.
$NVDA has a $235BN authorized buyback program and IS buying back stock and "reloading". Why would they "support" the stock when they are a buyer instead of buying cheaper. Isn't screwing the sellers GOOD for the shareholders vs rewarding the sellers with an elevated price.
Some guy on @CNBCFastMoney wants the government to bail out the AI companies. This selloff isn't over.
Andy Constan retweeted
I can’t shake the feeling that selling your high-beta tech stocks already down 40-70%, to buy low/no growth consumer names at 30-100x earnings…might not be so smart, either.
I went off on a bearish rant on Sunday. Here's the shorter clip at the end of a more measured hour. 😂
We got the DS team together for our monthly roundtable. Big week this week and strong views expressed. See pinned tweet for joining our services.
youtu.be/bEpDZP6kFzo?is=--UU…
