Liquidity receding is real 👇
April 23, 2025 at 5:55 PM
Liquidity receding is real 👇
Question is can the clown get a deal done before the macro vaporizes? My guess no, April 3 lows retest incoming, at best.
Scott Bessent admits US-China trade deal will be ‘a slog’
https://www.ft.com/content/feaed7f0-601a-4a9a-a6c2-3ef8f869d1f2
https://www.ft.com/content/feaed7f0-601a-4a9a-a6c2-3ef8f869d1f2
Scott Bessent admits US-China trade deal will be ‘a slog’
Treasury secretary tempers optimism over negotiations with Beijing in closed-door meeting
www.ft.com
April 23, 2025 at 12:36 AM
Question is can the clown get a deal done before the macro vaporizes? My guess no, April 3 lows retest incoming, at best.
Am I too late with this one? Hahaha, ahem.
April 23, 2025 at 12:29 AM
Am I too late with this one? Hahaha, ahem.
The rate cut or not show will be one to watch.
April 18, 2025 at 4:17 AM
The rate cut or not show will be one to watch.
10yr settling. Gold up again, bitcoin solid. Recession or no?
April 17, 2025 at 2:49 AM
10yr settling. Gold up again, bitcoin solid. Recession or no?
Only names added during this swoon is to CRWD and MELI long holds. Still holding 20% cash with no spec trades on and will be so for the foreseeable future. Nasty market no bueno.
April 15, 2025 at 3:54 PM
Only names added during this swoon is to CRWD and MELI long holds. Still holding 20% cash with no spec trades on and will be so for the foreseeable future. Nasty market no bueno.
Wondered why Apple was outperforming Friday. Gotta get me a maga hat and start hanging out around D.C.
Trump Exempts Phones, Computers, Chips From ‘Reciprocal’ Tariffs The Trump administration has announced tariff exemptions for key tech products - including smartphones, laptops, and semiconductor components - aiming to ease potential cost impacts on consumers and support the
April 12, 2025 at 5:45 PM
Wondered why Apple was outperforming Friday. Gotta get me a maga hat and start hanging out around D.C.
Reposted by dadio
Holy shit the bond market is fully melting down. Forced liquidation?
April 9, 2025 at 4:46 AM
Holy shit the bond market is fully melting down. Forced liquidation?
MAGA after checking their retirement portfolios today
April 5, 2025 at 3:38 PM
MAGA after checking their retirement portfolios today
Trimming more specs $TMDX $GLBA $RKLB $APP on strength this week. Proceeds half into resi REITs in IRA’s and $WES in taxable, and half into $BIL dry powder for in my view the impending sell off. Not on bsky much lately too much fun on Reddit. Have a nice weekend folks!
January 24, 2025 at 9:53 PM
Trimming more specs $TMDX $GLBA $RKLB $APP on strength this week. Proceeds half into resi REITs in IRA’s and $WES in taxable, and half into $BIL dry powder for in my view the impending sell off. Not on bsky much lately too much fun on Reddit. Have a nice weekend folks!
$TMDX $HIMS $NU $BA up on a down day. Will continue to add to these if they hold.
January 7, 2025 at 9:13 PM
$TMDX $HIMS $NU $BA up on a down day. Will continue to add to these if they hold.
Reposted by dadio
commenting on something happening in some corners of tiktok right now but this is a general observation: it is absolutely brain-breaking how so many people have lost the ability to disagree with someone without denouncing them as ontologically evil or pathological or whatever else
January 3, 2025 at 4:43 AM
commenting on something happening in some corners of tiktok right now but this is a general observation: it is absolutely brain-breaking how so many people have lost the ability to disagree with someone without denouncing them as ontologically evil or pathological or whatever else
$NU and $MELI adds today should have bought more. Was messing around this morning and missed the flash sale in $BA.
December 30, 2024 at 11:48 PM
$NU and $MELI adds today should have bought more. Was messing around this morning and missed the flash sale in $BA.
Ethics should be an ancillary criteria taught throughout a public school education beginning in elementary.
December 30, 2024 at 11:32 PM
Ethics should be an ancillary criteria taught throughout a public school education beginning in elementary.
Must listen for tech investors. Barry talks with Blackrock’s Tom Kim about his career progression in tech investing, from m&a to equity investor and how those different niches structured his approach to tech investing today. podcasts.apple.com/us/podcast/m...
From Technology in Focus to Finance with BlackRock's Tony Kim
Podcast Episode · Masters in Business · 12/12/2024 · 1h 8m
podcasts.apple.com
December 21, 2024 at 1:27 AM
Must listen for tech investors. Barry talks with Blackrock’s Tom Kim about his career progression in tech investing, from m&a to equity investor and how those different niches structured his approach to tech investing today. podcasts.apple.com/us/podcast/m...
$BA flexing this week amongst all the wreckage 👀
December 19, 2024 at 9:05 PM
$BA flexing this week amongst all the wreckage 👀
So far this week added to longs in $ASML $BA and entered two new positions I held and sold earlier this year, $NVDA and $TMDX. The news are for sure swings into year end maybe longer depending how things go. Stops on both. Eyeing adds tomorrow in $NU and $MELI.
December 17, 2024 at 10:59 PM
So far this week added to longs in $ASML $BA and entered two new positions I held and sold earlier this year, $NVDA and $TMDX. The news are for sure swings into year end maybe longer depending how things go. Stops on both. Eyeing adds tomorrow in $NU and $MELI.
I’m gonna guess the people who fly drones think the hype is pretty funny so are flying their drones around at night even more.
December 17, 2024 at 4:04 AM
I’m gonna guess the people who fly drones think the hype is pretty funny so are flying their drones around at night even more.
This week trimmed APP RKLB. Proceeds split half cash for spec dry powder rest into buys for long holds ABBV WES ASML RSP SCHD and for first time in years a new position in BA..hope they got their shit together. Bought a little NU too.
December 13, 2024 at 11:17 PM
This week trimmed APP RKLB. Proceeds split half cash for spec dry powder rest into buys for long holds ABBV WES ASML RSP SCHD and for first time in years a new position in BA..hope they got their shit together. Bought a little NU too.
REITs ripped on that jobs report. AGNC NLY DX
December 7, 2024 at 6:35 AM
REITs ripped on that jobs report. AGNC NLY DX