S&P 500 BULL v BEAR: What's the story? One of my good friends and macro mentor Ed Hyman (legend) engrained in me the most important aspect of the macro is really understand where we are "currently" and the bull/bear cases for each... before making any kind of forecast. Most go…
Reader response to my piece on "what if there's an AI overinvestment"
I spent all of last year pounding the table on PGMs. $sbsw $impuy $angpy $pall $pplt LOOK AT THIS CHART. LOOK AT IT.
hey man, wanna be a founding engineer at my startup? we’re gonna be using ai and agents and stuff to disrupt some industry you don’t care about. here’s the investors who backed us. you haven’t heard of this one but they made a lot of money investing in this other company. we’re…
fapping = gooning trolling = ragebait 420 = 67 savage = aura rekt = mogged
Portfolio Management: The Expectational Spectrum. Where do you invest in the expectational spectrum? Imagine a spectrum where on the left are stocks with very low bombed-out expectations. In the middle are stocks with consensus expectations and then on the right are those with…
Woulda Coulda Shoulda Capital Management, those guys kill it.
In my opinion, their is a huge equity premium for US equities because American companies can essentially do whatever they want to maximize profit. Ship jobs overseas, perpetually raise prices, fire people at will. You can't really do this anywhere else. If President Cheeto is…
Took yesterday afternoon & last night to completely unplug from this place/all social media. I have to admit, especially given the recent political noise, it was a hugely welcome break for my brain. I recommend it. Burnout from being “too online” is very real nowadays.
Strange that the three podcast princes (Ferriss, Huberman, Friedman) who millions of young men turn to for advice on how to live and think are all single and childless, past the age of 40.
Called it!
Today is the BIG day. We have the Fed and Powell speaking which usually in itself is a negative for markets in the afternoon. Then we have $TSLA earnings following in AH's. IF things play out like in the past here's what we'll see this week. $TSLA Earnings - Crap shoot. Likely…
WALL STREET COMMENTS ON DEEPSEEK BANK OF AMERICA - "AI investment for expected model training needs has driven significantly higher capex spending; for 2025E, we est. expected capex for the cloud sector increased 55% since 4Q’23 and Meta recently announced its plans for $60bn-…
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