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Feb 19, 02:17
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@exgstrader @macrocephalopod What if my position is so small that it's entirely irrelevant to my overall portfolio at zero or at A double.
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Feb 19, 01:47
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@exgstrader @macrocephalopod You're so cute. Been doing this for awhile. Thanks for the advice.
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Feb 19, 00:23
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@dcdcwif @gigahodler What ethnic loyalties. My point is I like people with all sorts of backgrounds.
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Feb 19, 00:08
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@FusionptCapital We have a winner for the fourth slot https://t.co/uq1d3DsU8K
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Feb 18, 23:02
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@n_eutrin_o bullish for bonds. Bearish for retail stocks
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Feb 18, 22:55
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@n_eutrin_o True. Who knows. Consensus is they do not.
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Feb 18, 22:55
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@tdarling1 Who knows. Thats what consensus certainly is.
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Feb 18, 22:32
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@happyfisherman3 We will see. The refund is going to be a mess
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Feb 18, 21:56
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@happyfisherman3 Sure. Consensus is remedy will be kicked to lower court
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Feb 18, 14:06
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@TraderBillyAU More cuts than priced. But will need data. Looking to short bonds on a spike
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Feb 18, 14:05
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Case anyone cares about my equity views. (You shouldn't)
I'm long pretty close to the money 2-6 months puts AND calls on SPX. No strong view until scotus and semiconductor earnings resolved.
Scraping any degen swing trades possible within this ridiculous range and failing to
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Feb 18, 14:01
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@TraderBillyAU I'm long 6800 puts and 7155 calls. 2-6 months maturity Can't possibly have a view ahead of SCOTUS and semiconductor earnings.
Bleeding theta on core position and fading every move of any modest size to scrape some degen
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Feb 18, 13:57
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@illingro Miran blows him out of the water. Steve is way better
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Feb 18, 13:53
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Reupping. https://t.co/xgU842LfrY
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Feb 18, 13:52
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Hassett is the worst of whatever the heck his job is in the nations history https://t.co/X8UnNlQ4mY
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Feb 18, 13:49
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Case anyone wants to read the study that Hassett wants to discipline the writers
https://t.co/S5XcONu0Fe https://t.co/lzw5ozRvhX
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Feb 18, 12:48
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@TXMCtrades Whether it is
A SPV for an offsetting derivative exposure
A swap from BTC to IBIT for a variety of reasons
Where the money came from
It's intriguing. More questions than answers but somewhat unusual
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Feb 18, 12:46
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@FusionptCapital Tom lee or Michael Saylor no?
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Feb 18, 12:29
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@TXMCtrades While I agree in general wholeheartedly, and this guy puts out some of the most toxic perma bullish nonsense on this site, This particular observation was interesting to me. The extrapoliation to the perma bull case is of course utter nonsense but this holding is odd to me.
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Feb 18, 11:48
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@MBBHACK @DerivativesDon They are both ETF's
One owns an asset with a "dividend". One owns a digital rock. Both should trade at MNAV regardless of their current or future AUM. Because neither provide a unique structure or strategy that is superior to owning the underlying oneself.
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Feb 18, 11:34
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@MBBHACK @DerivativesDon No it specifically acknowledges that ETH and BTC are different.
I don't care if you are defending tom lee or not.
I am trying to help you differentiate big from small
You are focusing on what is a small difference and I am focused on what is the HUGE similarities
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Feb 18, 11:22
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@MBBHACK @DerivativesDon There is no core difference. As at the core these pump and dump grifts are identical
The tiny irrelevant difference is that ETH ownership provides income opportunity and BTC ownership doesn't
You think the second thing is what's important and CORE which is absolutely blind.
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Feb 18, 11:19
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@UrbanKaoboy @SpecialSitsNews Okay so you seem to be saying you understand the details at a deep and accurate level and others are clowns. Are you long $ECC. Are you adding to longs? How much drawdown are you willing to take? Stepping back what could be wrong about your understanding? I looked at this
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Feb 18, 11:12
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@MBBHACK @DerivativesDon At the most narrow minded ridiculous level of navel gazing the business model of BMNR and MSTR differ. Get out of the deep weeds. At the only level that actually matters the business models are identical. A huge obvious pump and dump grift.
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Feb 18, 11:07
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Feb 18, 10:44
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@sidprabhu Rich people blaming public school teachers is so cringe
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Feb 18, 10:32
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@DerivativesDon Amen.
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Feb 18, 10:22
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@686Prism @KrisAbdelmessih @sadvalueinvestr @grok who invented the accelerated share repurchase program Goldman or Salomon? Where did Tad Flynn and Joe Elmlinger fit in?
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Feb 18, 10:18
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@686Prism @KrisAbdelmessih @sadvalueinvestr Nope. Salomon did. Goldman copied it.
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Feb 18, 01:41
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@RealAranwu I have one close by. Just need to get motivated
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Feb 17, 23:08
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Current record holder for the slowest to get from level 70 to Level 71 https://t.co/xXShIiBjo9
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Feb 17, 22:20
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But it's not indifferent about long term assets and the balance sheet impact. Jeez. Will these guys ever get it? 🤦🏻♂️ https://t.co/3sqdxMU2uU
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Feb 17, 20:27
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"Trades like ass" is the technical term for US equities lately
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Feb 17, 18:38
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Congrats bro. Quite an accomplishment https://t.co/kyH7piGTCf https://t.co/RiNhIokTRC
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Feb 17, 12:44
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New DSR released to clients. Part 3 in the Hamburger Series - Hyperscalers. As a reminder the idea is that to get a hamburger today one needs to promise to repay (issue debt and equity) on tuesday. This is the money shot. https://t.co/BXiA776pt2
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Feb 17, 11:29
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$META is an interesting case. Make a massive compute investment entirely for internal needs. Unlike virtually any of the big data center spend which in other cases is partly internal and partly to rent to others, META ROI seems entirely based on increase earnings from Insta, FB,
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Feb 17, 11:22
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Balanced take from Bob. While the headline may be different than my "get out" thesis. The meat says the same. Flows suggest marginally weaker dollar and relative underperformance of U.S. stocks vs ROW. Don't panic out of US assets just move slowly out the exit. Been doing it https://t.co/OYihbXqfXI
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Feb 17, 11:01
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Wordle 1,704 5/6*
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Feb 17, 02:25
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@tiramisuheaven @EPBResearch @sidprabhu Lots of moving parts. None of them are the Fed owning more MBS
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Feb 17, 02:19
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@EPBResearch @sidprabhu It was a well acknowledged mistake to buy MBS during Covid. But frankly they've made quite a bit of progress. Fed isn't going to make this mistake again any time soon. IF Trump wants to do QE with MBS he gets FNM and FRE to do it. OH right he already did. https://t.co/i4n7a0nDjV
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Feb 16, 11:42
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Jobs, People and the Funnel
1.1MN play football
70k play college football 6.35%
1700 play NFL football .15%
867 standardized occupational categories are recognized. These jobs have their own funnel as it relates to comparing one type of job vs others including their wages https://t.co/v7vpKd7DK5
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Feb 16, 11:16
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Wordle 1,703 3/6*
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Feb 15, 22:56
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Follow these guys. Interesting bespoke data https://t.co/lf2dfey3fb
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Feb 15, 20:33
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I think AI was trained by Atlas Shrugged. Say one concept in 10,000 words.
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Feb 15, 20:13
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I have a substack. I write a few things. I've stopped reading substack lately. They are mostly awful and some combination of too wordy and too AI "enhanced". Can't we just be succinct and real?
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Feb 15, 19:53
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So simple. Be like Mike. Sell your $MSTR and buy BTC. He does exactly what he tells you he is doing and still you want to take the opposite side at an MNAV premium. Why? https://t.co/Z1I1EdWWM6 https://t.co/iWfa6vZjMm
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Feb 15, 13:01
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BlackBerry had all the advantages of today's SaaS megacaps. My first iPhone was the iPhone 4. The unseen iceberg blackberry had took 3 years from the first IPhone to hollow out. And of course there were some epic rallies along the way. https://t.co/qg6Vzxzvnz
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The...
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Feb 15, 12:50
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Even in a magical world where every business is above average, without meaningful money and credit growth you can fund growth in MANY businesses BUT you can't fund growth in ALL businesses
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Lack of money and credit growth...
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Feb 15, 12:37
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Literally NO professional investor MISSES the idea that SaaS businesses are supported by the things mentioned here. This piece is well intentioned but the idea that these stocks are falling on a vibe coding features threat is as naive as anything I've read in months. https://t.co/jfH3JxN1Kz
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The tweet criticizes the...
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Feb 15, 12:28
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Capital group the literal only discretionary (non passive index tracking) large institutional long in $MSTR finally capitulating their nonsense support of DAT companies. Sold 1/3 so far. https://t.co/veVQ3pwPXV
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Capital Group,...
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Feb 15, 12:21
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13F nonsense
Look at all these sophisticated investors dumping $IBIT in Q4. Are they just dumb noobs to crypto with paper hands or perhaps they were unwinding short $MSTR long IBIT trades. And taking massive profits. https://t.co/6VVrnNnB6Z
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13F nonsense
Look at all these sophisticated investors dumping $IBIT in Q4. Are they just dumb noobs to crypto with paper hands or perhaps they were ...
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Feb 15, 10:33
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Cool graphic from @finbarr and of course it's entirely true. SaaS companies like $CRM are in positions of power to manage through and capitalize on AI disruption.
OTOH disruption is unpredictable. I am reminded of Nokia, EK, Motorola, Traditional brick and mortar, traditional https://t.co/KYU7dRkJOX
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Feb 15, 09:56
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Wordle 1,702 5/6*
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Feb 14, 14:56
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Seems some folks think this is helpful for generating Alpha. For instance say a rule where you fade a 2-3 "sigma" event. What say you? https://t.co/8xxiZU8mYx
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Feb 14, 14:24
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Genuine question.
Today we seem to have confidence that our tech overlords are supremely capable in every endeavor. Does anyone have a single example of any tech company in history making a large and successful shift from capital light to capital intensive.
In the 1990's
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The tweet questions the historical success...
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Feb 14, 14:08
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Capital Light business models are ones where ideas and IP are the value proposition. They are the ones vulnerable to AI disruption.
Capital intensive business models where factories and bricks and morter and blue collar jobs not easily replacable by robots, have a wide and deep
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The tweet discusses the vulnerability...
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Feb 14, 13:38
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The bottom line is please check your ETF's or mutual funds for specifics but unless the fund specifically says they hedge out FX exposure you have currency exposure!
You may think that you bought something with USD so you don't have exposure. That's just naive. Hopefully this
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Investors should be aware that their ETFs...
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Feb 14, 13:38
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EWJ gives you the return of the MSCI Japan index and exposure to exchange rates of USDJPY. Notice EWJ has outperformed local MSCI Japan by roughly the change in the USDJPY rate. https://t.co/JQsf7s2lnN
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EWJ gives you the return of the MSCI Japan index and exposure to exchange rates of USDJPY. Notice EWJ has outperformed local MSCI Japan by roughly the...
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Feb 14, 13:38
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arbitraged such that you always get the USD price of the Japanese local equity converted from yen to USD
ETF's like EWJ are simply baskets of Japanese stocks which hold the same currency exposure as all these things.
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The tweet explains...
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Feb 14, 13:38
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Today the thing they own is 2345 and the Yen is 152.70. If they sold it and converted back to yen they have 2345/152.7=15.357 USD
Their return is 15.357/13.337-1=0.151 or 15.1% in USD vs the 0.02% loss on SPY
Ok let's be practical
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Today the thing they own is 2345 and the Yen is 152.70. If they sold it and converted back to yen they have 2345/152.7=15.357 USD
Their return is 15...
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Feb 14, 13:38
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You can't buy local shares in Japan. For decades financial institutions have created ways for a U.S. person to do the above trade. ADR's work exactly this way. You give a U.S. trustee your USD they convert it into Yen and buy a share. The market price of the ADR is
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The tweet explains how American Deposit...
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Feb 14, 13:38
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Not only do they get the 12.29% Yen return but while holding Yen assets they get the 2.56% Yen appreciation as well
Let's do the math to buy 1 of the index at the starting price of 2090 with JPY at 156.71 they needed 2090/156.71=13.337 USD
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The tweet highlights positive...
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Feb 14, 13:38
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But let's calculate the investment return they got on their investment. They got the yen return of the stock (the 12.29%) shown above but they also bought yen and then sold yen and so were exposed to the change in the exchange rate. https://t.co/8apRVts7T7
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Feb 14, 13:38
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were taking a trip to Tokyo and wanted to buy something locally when they arrived. The U.S. investor hands the yen to a Japanese stock seller and now owns a Japanese stock. One day when they decide to sell the stock they get yen and then they convert the Yen back to USD
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Feb 14, 13:38
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But the question then is how can a U.S. person buy Japanese stocks.
Let's just describe this at a basic level ignoring the practical issues for the moment. A US person could take US savings and buy Japanese equities by first converting their USD into Yen just like if they
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The tweet explains the basic process for...
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Feb 14, 13:38
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YTD the MSCI Japan index is 12.29%. Meaning if you were a Japanese person buying this in Japan you made 12.29%. As compared to a U.S. person buying SPY has lost 0.02% https://t.co/Pu3mJUn7ZU
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YTD the MSCI Japan index is 12.29%. Meaning if you were a Japanese person buying this in Japan you made 12.29%. As compared to a U.S. person buying S...
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Feb 14, 13:38
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The goal of all investors is simple. We want to maximize the risk adjusted return of our investments in the currency we expect to spend in the future.
As Americans we want to maximize our USD returns
If we are Japanese we want to maximize our Yen returns
Etc.
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Investors seek to maximize risk-...
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Feb 14, 13:38
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When Americans buy a $SPY we receive the return of SPY and its prepackaged in USD. But SPY is not the only equity market in the world (albeit a great one for decades)
We could also buy an index fund of Japanese stocks like the MSCI Japan Index.
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Feb 14, 13:38
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Foreign stock investing 101
Us naive Americans dont think about currency returns as part of our portfolios as we have the biggest and for decades best place to invest in equities.
Every other global investor cares about currency returns at basic level for their investing
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Feb 14, 13:38
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The basic idea for investors or all nationalities should be simple and obvious to all. But we Americans just haven't had to care. Maybe we still don't but at least we should be aware. This 101 will explain what is obvious to all non Americans and then show how it works
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The tweet introduces an upcoming...
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Feb 14, 11:18
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This is a chart of SPY vs a USD denominated etf $VEA that holds foreign DM stocks (has exposure to both the local stocks and FX)
Do you see any reason whatsoever that the relationship between spy and USD returns on foreign stock are mean reverting? https://t.co/SrDzesv4cd
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This is a chart of SPY vs a USD denominated etf $VEA that holds foreign DM stocks (has exposure to both the local stocks and FX)
Do you see any reaso...
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Feb 14, 10:38
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Wordle 1,701 4/6*
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The user shared their Wordle game result....
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Feb 13, 14:43
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Yes. Yea we are https://t.co/DQFKcEVeHO https://t.co/6ydesblOYG
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Feb 13, 13:00
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The big question for business is whether the last 10-20% of proprietary IP is edge or was never edge and was just made up.
The first 80% is worthless.
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Feb 13, 09:18
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Wordle 1,700 4/6*
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Feb 12, 22:50
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H/t @GRoditiD for the idea
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Feb 12, 22:48
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On Jan 8th Trump ordered the GSE's to begin buying 200BN in MBS. The impact was immediate as MBS spreads collapsed. What was not known and probably not expected was whether the GSE's would hedge the accumulated duration which make the purchases neutral to the treasury market https://t.co/rzjJuGYrEX
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Feb 12, 21:51
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YTD ROW DM assets in common currency have crushed US assets
VEA up 9.65% SPY down 10bp
IGOV up 2.93% TLT up 2.37%
WIP up 4.11% TIP up 1.22%. https://t.co/BscXFXOq9O
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Feb 12, 21:38
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This thing works with dollar down but even works with dollar up https://t.co/U6YXaahUsi
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Feb 12, 21:36
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Today was a particularly good case and same with bonds https://t.co/lXwB2RXnTo
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Feb 12, 16:29
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https://t.co/1hR8UhHWOE
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Feb 12, 16:02
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This is my favorite thing Lord has written. (Though his trolling me back in the day was hellla funnier) https://t.co/iGF4jKZa3W
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Feb 12, 15:44
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Current active convert arbs followers. Been a minute since I did an exchange offering with a company for my convert long. $STX is doing one based on today's price. Is the share amount delivered equal to the delta of the arb or is the share amount the conversion ratio and
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Feb 12, 13:00
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Tuning in to this! https://t.co/hwO9R5JoGT
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Feb 12, 12:31
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Good counter to shumer but too many words. Tl;dr
Tech innovation ➡️ fear of doom
Tech innovation ➡️ opportunity
Humans have always adapted and seized opportunity
This time is probably not different but EACH time Doomers assumes it is https://t.co/KJQz8Itxuc
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Feb 12, 12:21
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Holy crap. (Though cellular providers have a much more complete data set) https://t.co/nqeJ6JdC5Z
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Feb 12, 10:56
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Wordle 1,699 3/6*
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Feb 11, 22:12
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Im certainly no fan of current valuations (though don't ever anchor positions to valuations). But this chart is pretty deceptive. For the entire decade prior NTM Earnings Yields - 10 year rate were deeply negative. https://t.co/L9ytzM0u2Y
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Feb 11, 20:38
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Check out the most recent DSR for balance sheet and reserves stuff. https://t.co/IhYf4bs7bp
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Feb 11, 19:37
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Warsh Waller, Miran, and Bessent want a smaller fed footprint
However the Gang of 4 scare the committee, end QT early and start RMO's, because they are myopic about a small problem.
This DSR outlines a way forward that solves all the problems
https://t.co/rNCKZHtadw
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Feb 11, 18:09
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Keep it simple for everyone. IF you want to shrink the balance sheet and move toward bills WHY are you still reinvesting runoff proceeds in notes that will be on the balance sheet for 10 years? https://t.co/kRKpYwXxjb
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Feb 11, 17:50
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The Perli, Logan, Hammack, Musalem Repo Gang of Four just keeps making the same mistake over and over https://t.co/bcVVIbB6AK
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Feb 11, 17:49
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Until the Fed addresses its stupid AF, and against its claimed balance sheet goals, reinvestment policy, NO progress on balance sheet shrinkage or duration management will occur. They just put 11.9BN more 10 years they don't need or want "allegedly" on their balance sheet https://t.co/kRKpYwWZtD
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Feb 11, 16:56
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Gonna be a giant orange ball on Sunday $mstr. At 1.2+ MNAV @saylor is hella busy and yet BTC trades crappy. https://t.co/bQVnZwjc7W
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Feb 11, 15:29
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Do you follow people who guess economic data? If they nailed this number (very few did). Were they patting themselves on the back? Were they bullish on the open? Guessing economic data has virtually no edge
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Feb 11, 15:13
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Yep DS sold $QQQ calls on the open. Should have red day memed it for the rest of you. Sorry about that
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Feb 11, 15:11
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Working with an RIA firm damped spring alpha client today on some autocallable worst of structure. Yes I told them it was a ripoff. Reminds me of a story. It's a good one. https://t.co/rH1crlCKF0
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Feb 11, 14:41
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Amen brother. Lol. https://t.co/58JxL4J9Fl
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Feb 11, 14:39
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If you want the most bearish take on AI y'all know who to turn to. I read him as well as the hype and the less opinionated. https://t.co/LUo6K5Gop7
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Feb 11, 13:42
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The funny thing is there were literally people who believed Navarro and Hassett.
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Feb 11, 13:30
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Of course it's also possible that this is all scam. Then Taiwan is probably safe https://t.co/RdiIQpdIgU
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Feb 11, 13:18
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If, and it remains an If, this is true how is it possible that Taiwan and the means of production of this revolution remains "shared" by the two super powers? Obviously this question is NOT insightful or new. Nonetheless remains an open question https://t.co/YmO8osArZZ
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Feb 11, 12:28
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If AI delivers on its promise it will be the true litmus test for "merit". Some high percentile of society will be deemed unworthy.
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Feb 11, 11:40
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Just Read Brad instead of headlines when capital flows are the topic. Simple synthesis for the non wonk. If exports grow and the currency appreciation pressure is unacceptable to the Chinese state. The Chinese state will buy USD assets and do a good job hiding it in its vassals https://t.co/yVNPB8Qr6q
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Feb 11, 11:08
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Wordle 1,698 5/6*
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Feb 10, 23:35
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Of all the "financial markets and economy" things Trump says this is the one that eats at my core more than any other.
A great economy with strong real growth should have higher interest rates than an old dying empire or country whose glory is behind it. https://t.co/VUUDuubplB
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Feb 10, 23:23
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Man long clo equity is rough lately. $ECC https://t.co/roC0r1DSRh
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Feb 10, 21:45
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https://t.co/eEZHcRzNBW
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Feb 10, 21:45
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Not sure why people are making aggressive calls. Perhaps it's the "age of unwarranted confidence"
I wrote the blog post in comments a month ago and continue to believe confident views are dangerous today. both bull and bear. Prune your list of folks by their overconfidence.
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Feb 10, 16:29
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Dumbest trade so far. Had ORCL nailed. Muffed it https://t.co/ACgegTVDEQ https://t.co/lgbAh9PynM
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Feb 10, 13:04
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Even if the first time you heard my year long "Get Out" thesis was during this podcast you have done well.
VEA has beaten SPY by 400bp
IGOV+WIP have beaten TLT+TIP by 150bp
The secular trend of reducing massively overweight USD holdings has years to run https://t.co/ksNCcKT9Kl
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Feb 10, 12:05
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The total size of the GOOG deal in GBP including the much maligned 100 year bond is 4.5BN and at the initial price talk will be "irrelevant"X oversubscribed https://t.co/xHSTaAmX2V
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Feb 10, 12:02
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When this guy is providing myth busting you know that the Furus circulating the clip as referring to his recent Warsh decision are truly the lowest of the lowest. If you are following someone circulating this as a current mistake about Warsh it's a perfect screen to unfollow https://t.co/o0f0SnnCJf
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Feb 10, 11:43
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I signed up to CFOsilvia larping as my 84 year old mother.
I asked the basic question of "what is a good portfolio". It took 13 minutes to deliver a 5% better than any other robo advisor I have tested in the past.
Claude did equally well in 30 seconds.
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Feb 10, 10:49
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A corporate bond is a claim on businesses future a stock is a claim on a businesses future. IF you think a business is going to cease to exist in 25 years, why do you think buying equity at a low earnings yield is good and buying a 30 year or longer corporate bond is stupid?
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Feb 10, 10:38
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Wordle 1,697 5/6*
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Feb 09, 23:01
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People laughing about 100 year bonds while overweight assets with no coupon and no maturity at all makes me laugh.
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Feb 09, 22:45
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Would be big. Fwiw he means earnings growth not GDP and just gets confused and is somewhat prone to exaggeration in case you haven't noticed. https://t.co/JO1ssCgyXr https://t.co/ZfC8bqE8Hg
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Feb 09, 22:16
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People enjoying themselves on 100 year bonds today.
Fwiw compared to a perfectly normal 30 year bond a 100 year bond is just not that different.
The price of both is 100 AND most of the NPV of the each is the first 30 years of coupons. 86% in both cases. So the "difference is
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Feb 09, 21:55
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This morning I mentioned the huge concession in price talk on the GOOG corporate offering. This afternoon Twitter is abuzz at the 7x over subscription. You look like rookies. When IPT is stupid cheap there is infinite subscriptions and if it was through on the runs there https://t.co/vtTgwXIy4m
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Feb 09, 20:43
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Our second monthly roundtable at DS and DSMMA where Jimmy Nik and I just talk markets. Enjoy https://t.co/HHeFox6Soo
https://t.co/ekeX2TdgBr
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Feb 09, 16:55
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$MSTR up to 1.19 MNAV.
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Feb 09, 15:28
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Grifter says words. Investors lose 80% $BRR https://t.co/YF52SFwz1I
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Feb 09, 14:41
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Interesting results. I would have thought Trump Accounts would have been wildly popular on here https://t.co/7TIUMYaEI9
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Feb 09, 14:25
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Vested interest with some tenants here. @NYCMayor how about some help getting heat and hot water here. Brookfield properties is screwing tenants
https://t.co/nhqzlVSTWQ
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Feb 09, 13:02
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Indicated Price Talk on. This $GOOG offering looks like a steal vs existing curve. Duration is building a concession for the calendar and big auctions and fintwit is focused on Bad Bunny 🤦🏻♂️and engagement baiting politically divisive tweets https://t.co/k2g1bH6TWe
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Feb 09, 12:51
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https://t.co/1OBmOYkWt3 https://t.co/OoDXmyQCUl
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Feb 09, 10:34
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Wordle 1,696 6/6*
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Feb 09, 02:59
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Goodnight. https://t.co/SAJBauyqRQ
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Feb 09, 01:35
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Japanese Tona future (like sofr) for Dec 2025 show a tiny bit more hikes. https://t.co/F6T5p4Opme
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Feb 08, 19:41
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Yikes there like 30 typos and grammar errors. At least this article is not AI slop. Subscribe to the free bit. Do not pay!
"Trump Accounts" some musings https://t.co/Ud4DiBkZm8
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Feb 08, 19:22
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New Post on the Blog Site. Link in comments.
"Trump Accounts and related ideas" - some musings.
My blog will always be free do not pay even if it tries to get you to. But please subcribe.
Go Pats.
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Feb 08, 19:22
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https://t.co/1lq18OmcW1
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Feb 08, 14:33
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Is taking stocks from rich people and giving them government bonds, and giving those stocks to babies and loading the whole of society with more debt to pay back, good or bad or it doesn't matter much?
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Feb 08, 12:16
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https://t.co/3FdqU6ByLb
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Feb 08, 11:52
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Update. Seller at 83,999. Will probably short $MSTR if that BTC price is available AND MNAV expands to 1.25 and hold the arb $IBIT. https://t.co/A6bIWVv62b
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Feb 08, 11:03
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It's a fun day when this world class grifter responds to one of my posts https://t.co/GnvFnzrwOh
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Feb 08, 10:54
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Wordle 1,695 4/6*
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Feb 07, 20:36
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I've known Adam for many years now. Even visited his team down in Grand Cayman and did a podcast with him. He is and always has been a must follow professional! Perhaps the most influence he has had on me is he was an early adopter (1Q 2023) of LLM's for summarizing https://t.co/gtgOuI4Ik2
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Feb 07, 20:07
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Think about this idea.
It's pretty simple. The idea is to by government action force all owners of stocks to swap some of their stocks for US Government Bonds such that some other cohort could own stocks but also the aggregate private sector would have more future taxes to pay https://t.co/W68Ejiafwo
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Feb 07, 17:56
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Always own beta. Don't trade. https://t.co/mQZTkxuHOi
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Feb 07, 15:21
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As a new bitcoiner is the bull case?
1. Limited supply results in gains as fiat currency is printed in excess of what is necessary to support the economy (store of value)
2. Use as a medium of exchange for real world transactions
3. Way for emerging market and other unbanked
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Feb 07, 12:11
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Wordle 1,694 5/6*
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Feb 06, 23:53
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So do I have this right. naive 80/20 level synthesis
$Goog. Cloud renter to others. In house AI for profit. Search getting disrupted
$MSFT Cloud renter to others. Ownership stake in pure play AI CO's, second tier in house Ai, renter of AI for product suite, product suite
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Feb 06, 22:55
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New follow and good listen https://t.co/FBXDfHGqmY
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