Linsanity Capital
@linsanitycap
on a long enough time horizon everything is a shitco
You might like
Seeing it everywhere in Privates - back office/accnting chop & replace with AI is heating up big time If payroll revision worse than feared, real economy hit on aggregate will come quick What is stopping the factor flip out of cyclicals with Dow 50k+?
6 months ago # of AI mentions in PR was massively accretive for short term PX around ER Today unless co is direct AI adjacent it's a death sentence
Pulling up to 47th street with this chart & demanding a panda at retail
Warsh led FED will stem two presidential terms I think it’s safe to draw evidence from historical monpol actions rather than exaction thanks to the billionaire father in-law
Assuming Warsh will be a hawk is assuming somehow he successfully tricked Trump into believing he is a dove. And that he is looking to later take revenge from Trump and make his own life hell. Why and for what?
Loose bolt Fed chair nominee, Trump sending an Armada to Iran, 20% of the S&P reporting next week. Who is holding over the weekend?
This is the equivalent of Tom Brady retiring and the next guy up is Mac Jones
Tons of names already down big YTD puked 10-20% on their print We are all just playing one massive game of window dressing huh
Must be a record for Billionaire finance bro political crash outs today
The regional bank loan officer & Rigetti ape have more in common than you think.
Always fun to look back at old tweets that eventually materialized for the right reasons - but wayyy to early to make any $
2024 Idea: Long: $BAC Short $APO beta adjusted Opportunistic & private credit strategies were amongst the largest beneficiaries of higher rates YTD. Funding gap between primary lending benchmark SOFR and low-quality CCC businesses drove double-digit returns within APO's model.
$TPL view S&P inclusion as a net negative 1) LOs now benchmarked against will realize criminally overvalued stock 2) Currently dim SS coverage. Expect more shops to pick up the name and shadow sketchy float dynamics won't be long
so Powell had the jobs data handy, but chose not to cut rates. and you're still long high beta shitcos - anon?
NYC has roughly 600k registered Jewish voters. I'd expect the vast majority of those to show up at the polls in November. 2021 mayoral election had ~1million voters participate. Adams at 22c on the prediction markets is about as asymmetric as it gets. youtube.com/shorts/JwUmBaa…
youtube.com
YouTube
Mamdani: As mayor, New York City would arrest Benjamin Netanyahu
Time to get long fads/fraud as a factor circa 2021 I don’t make the rules
Elon off-boarded. No tariffs allowed. Great Nvidia guide. $7t on the side lines What do you think happens next
United States Trends
- 1. Valentine's Day N/A
- 2. Duncan Powell N/A
- 3. Rubio N/A
- 4. Providence N/A
- 5. McBride N/A
- 6. Iowa State N/A
- 7. #sjubb N/A
- 8. Bryce Hopkins N/A
- 9. Bill Maher N/A
- 10. Clemson N/A
- 11. Forever Young N/A
- 12. Azzi N/A
- 13. ARCA N/A
- 14. Ungrateful N/A
- 15. Munich N/A
- 16. Oilers N/A
- 17. Mick Cronin N/A
- 18. Roses N/A
- 19. Jordan Stolz N/A
- 20. #pcbb N/A
You might like
-
ancient warrior
@warrior_0719 -
Oracle
@OracleNYSE -
Eliant Capital
@eliant_capital -
Dark Pool Don
@SpoozDon -
Markets & Mayhem
@Mayhem4Markets -
Flowseidon
@kiantrades -
ProblemSniper
@ProblemSniper -
Special Situations 🌐 Research Newsletter (Jay)
@SpecialSitsNews -
dmac
@dana_marlane -
unusualwhales.com Snorlax (๑❛ ڡ ❛๑)
@snorlax_uw -
Lane
@LanesWRLD_ -
Alessio
@AlessioTMAD -
Merlin Capital 🧙♂️
@merlinscapital -
Bracco ⚡️
@Braczyy -
🛸 FROG-TZU 🛸
@TheRealNasa00
Something went wrong.
Something went wrong.