Markets, capital allocation & American energy
USA
Joined November 2016
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Relocating my trading desk to the data center Trump's posts are sent from so I can be the first to read them
BREAKING: Trump Media to sell "faster millisecond access" to Trump's Truth Social posts starting August 1, letting traders, hedge funds, and high-frequency trading firms pay for real-time millisecond access to Trump's Truth Social posts.
This comes a day after Iran calculated $9 billion in profits from market manipulation by Kushner and Witkoff through insider access to Iran negotiations.
"Announce that a deal with Iran is imminent and send oil to $78"
"Now announce that the deal is off and send oil to $80"
"Say the deal is back on and crash oil to $78 again"
"Now back to $80."
"Ok, back to $78. And keep bouncing between $78 and $80 for the next week."
Setting up my desk at a gas station so I can see how much gas everyone is buying before setting up my oil trades
“I'm a contrarian value investor who buys good businesses at reasonable valuations and holds them for the long-term”
Just visited a deep value hedge fund's office and they had this AI Warren Buffett who decides on every investment for them
Nothing says $835K like vinyl siding, a stone veneer that stops halfway up, and a porch barely wide enough for two folding chairs 🙌🏻
Just got my hands on the latest sell side research for SpaceX stock
Seems like they're convinced this sell-off is overdone
The valuation gap between mega caps and the rest of the market is approaching dot-com extremes
“The market is expensive” really means: the largest stocks are expensive
The opportunity is in what the index is hiding
