Jason X
@howtoshort
Malaysian Chinese, cs PhD. Stupidity comes from arrogance
“You are as predictable as Trump”
Top
The Fed dug graves for the country, then for themselves.
BREAKING NEWS: THE PRESIDENT OF THE UNITED STATES SAYS THE FEDERAL RESERVE BOARD IS COMPLICIT Here we go…
What a cock sucker. Oh wait…
Happy Birthday to President Trump, who is leading the most consequential political movement in modern history and ushering in a New Golden Age for America. It is only fitting that @POTUS, one of the greatest patriots to ever serve the American people, was born on Flag Day,…
The Shiller CAPE ratio, as a leading indicator, is sending a warning signal regarding forward returns for the S&P 500. Only AI can save us from poor returns ahead.
It’s a first time founder, just don’t do this: - b2c - Quit your main job to go all in with your startup - Expect to make profits in your first 3 years - Look for cofounder - Build before you validated the idea - Waste time designing your landing page - Outsource - Hire - build…
Michael Burry: The moment your interest payments exceed tax revenue, your country officially becomes a Ponzi scheme.
Over the next four years, $28 trillion of the $36 trillion National Debt matures. Financing current deficits will add another $10 trillion. There is no way the U.S. can sell $38 trillion of Treasuries with a 4% handle. So either we pay 6% or more, or the Fed has to buy it all.
The Nasdaq 100 $QQQ closed below its 200-day average for the first time in over a year. Watch the next 2 weeks. Every time it lost its 200-day after an extended run and suffered at least a -3.5% drawdown within the next 2 weeks, it led to a bear market. When the 2-week…
Buy stocks when consumer sentiment is low:
For all the talk of a productivity boom that will come from AI, the most recent reported productivity measures largely remain in line with the pre-covid trend.
Bob Wilson's net worth by year, mostly from his personal investing
Complete hardware + software setup for running Deepseek-R1 locally. The actual model, no distillations, and Q8 quantization for full quality. Total cost, $6,000. All download and part links below:
Stock prices used to be a good leading indicator. Not anymore. A Thread.
Valuation is not a timing tool (left), but it is an expectation tool (right). Maybe this year is another good year, but you should EXPECT the next decade to be a real struggle.
"as avarice is the necessary consequence of old age, those immortals would in time become proprietors of the whole nation, and engross the civil power, which, for want of abilities to manage, must end in the ruin of the public." - Jonathan Swift
United States Tendenze
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