Krzysztof Kubacki
@kkubacki.bsky.social
I love the freedom of snowboarding, human aspect of finance and a good book on a rainy day. Working in IT to put food on the table. Born idealist, grew up to be a cynic. Non-nationalist.
A monstrous rally was the last thing I expected to see today.
November 21, 2025 at 5:52 PM
A monstrous rally was the last thing I expected to see today.
It really is a banger 🤌
Banger post on the buzziest (but fuzziest) phenomenon in institutional investing, from @tobyn.bsky.social naturally. on.ft.com/47MeI73
The hot new investment trend is the ‘Total Portfolio Approach’. Does it work?
Exploring the buzzy but fuzzy new phenomenon in asset allocation
on.ft.com
November 17, 2025 at 9:34 AM
It really is a banger 🤌
$ALB printing money 🤘
Caveat: the US stock market isn't cheap but there are many punished stocks. After selling $ALB 4 years ago I bought back last week for less than I paid in March 2020. It's a different world right now but EVs are here to stay.
November 13, 2025 at 10:31 PM
$ALB printing money 🤘
Reposted by Krzysztof Kubacki
US #equity risk premium, measured as the difference b/w S&P 500’s earnings #yield and 10y UST yield, has turned negative. US stocks now offer investors no return whatsoever on a risk-adjusted basis, chart @markets
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...
November 11, 2025 at 7:05 AM
US #equity risk premium, measured as the difference b/w S&P 500’s earnings #yield and 10y UST yield, has turned negative. US stocks now offer investors no return whatsoever on a risk-adjusted basis, chart @markets
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...
Shitcos started flying an hour ago. Why?
November 5, 2025 at 5:31 PM
Shitcos started flying an hour ago. Why?
Brutal market reaction after earnings for $TREX. I waited years for this company to drop to reasonable valuation levels.
November 5, 2025 at 11:31 AM
Brutal market reaction after earnings for $TREX. I waited years for this company to drop to reasonable valuation levels.
People do believe this bullshit?
October 29, 2025 at 11:05 PM
People do believe this bullshit?
$FI Holy smokes! 😱
October 29, 2025 at 11:22 AM
$FI Holy smokes! 😱
Good one from Kyla 👏
“.. The question is why this hasn’t all collapsed yet. The answer is actually simple: time.”
@kyla.bsky.social @nytopinion.nytimes.com
www.nytimes.com/2025/10/26/o...
@kyla.bsky.social @nytopinion.nytimes.com
www.nytimes.com/2025/10/26/o...
October 27, 2025 at 12:50 AM
Good one from Kyla 👏
No one can convince me anymore that USA is a serious country with serious people. 🤦 I wish EU got it shit together and take the hegemon place.
I kid you not, this is currently what the White House's "Major Events Timeline" shows for the East Wing expansion.
www.whitehouse.gov/about-the-wh...
www.whitehouse.gov/about-the-wh...
October 23, 2025 at 11:51 PM
No one can convince me anymore that USA is a serious country with serious people. 🤦 I wish EU got it shit together and take the hegemon place.
Reposted by Krzysztof Kubacki
Over the past three years, AppLovin has enjoyed the biggest share-price rise of any firm now in the S&P 500 index. We explain what’s behind the digital-ad firm’s success, and why some are sceptical econ.st/4n6IebN
Photo: Josh Edelson/AppLovin
Photo: Josh Edelson/AppLovin
October 18, 2025 at 11:30 AM
Over the past three years, AppLovin has enjoyed the biggest share-price rise of any firm now in the S&P 500 index. We explain what’s behind the digital-ad firm’s success, and why some are sceptical econ.st/4n6IebN
Photo: Josh Edelson/AppLovin
Photo: Josh Edelson/AppLovin
"Art of the deal" 😂
JUST IN: President Trump was just asked if his 100% tariff on China will stand. His response: “No”.
Trump also announces that he will be meeting with China’s President Xi in 2 weeks. “I think we’ll be fine with China,” Trump says.
Trump also announces that he will be meeting with China’s President Xi in 2 weeks. “I think we’ll be fine with China,” Trump says.
October 17, 2025 at 11:33 AM
"Art of the deal" 😂
Reposted by Krzysztof Kubacki
Mega Cap Tech Stocks are underperforming Non-Profitable Tech Stocks by the largest margin since 2023 🚨🚨
October 16, 2025 at 3:32 PM
Mega Cap Tech Stocks are underperforming Non-Profitable Tech Stocks by the largest margin since 2023 🚨🚨
Reposted by Krzysztof Kubacki
OpenAI employees are very excited about how well their new AI tool can create fake videos of people doing crimes and have definitely thought through all the implications of this
September 30, 2025 at 11:24 PM
OpenAI employees are very excited about how well their new AI tool can create fake videos of people doing crimes and have definitely thought through all the implications of this
Reposted by Krzysztof Kubacki
New video premiering on YouTube in ten minutes youtu.be/MG95B0fyuWI?...
The Book That Wasn’t Supposed to Exist - Epstein's Birthday Book Released!
YouTube video by Patrick Boyle
youtu.be
September 15, 2025 at 9:47 PM
New video premiering on YouTube in ten minutes youtu.be/MG95B0fyuWI?...
The amount of Chinese propaganda on Twitter is staggering.
September 7, 2025 at 5:13 PM
The amount of Chinese propaganda on Twitter is staggering.
Alien: Earth is bad. Cliché setting with cliché characters and shitty writing. Also, shitty, blurry CGI where even disaster site looks sterile. Aliens are deadly with all other people except for main characters with which they're slow and stupid.
3/10 - not worth it. 👎
3/10 - not worth it. 👎
August 31, 2025 at 12:56 PM
Alien: Earth is bad. Cliché setting with cliché characters and shitty writing. Also, shitty, blurry CGI where even disaster site looks sterile. Aliens are deadly with all other people except for main characters with which they're slow and stupid.
3/10 - not worth it. 👎
3/10 - not worth it. 👎
Fascinating 🤓
The mysterious, massively lucrative, multibillion-dollar ARKK trade on.ft.com/46c1JdP
August 29, 2025 at 12:01 PM
Fascinating 🤓
Shitcos are flying today 👀
August 28, 2025 at 4:29 PM
Shitcos are flying today 👀
Shitty attitude by #Bloomberg. Anyway, good to see someone pushing back. www.youtube.com/watch?v=tUnR...
Our Channel Could Be Deleted
YouTube video by Gamers Nexus
www.youtube.com
August 26, 2025 at 4:23 PM
Shitty attitude by #Bloomberg. Anyway, good to see someone pushing back. www.youtube.com/watch?v=tUnR...
I'm not a weeb but "Attack on Titan" is really good. One of the best stories ever.
August 24, 2025 at 11:41 PM
I'm not a weeb but "Attack on Titan" is really good. One of the best stories ever.
We're so back! 🤦♂️
$ARKK Cathie Wood's ARK Innovation fund $ARKK saw its largest ever single day of inflows on Friday.
August 4, 2025 at 3:33 PM
We're so back! 🤦♂️
Reposted by Krzysztof Kubacki
South Park is getting canceled after this lmao.
July 24, 2025 at 3:59 AM
South Park is getting canceled after this lmao.