keeping you from becoming tech-bro exit liquidity insufferable contrarian, pedant at large excommunicated from the captured sell-side 5-factor co-conspirator

USA
Joined September 2014
avery💞🔢 retweeted
AI bubble across the entire infrastructure stack
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well i guess my $VTV call is aging like new wine value stocks still outperforming… the AI trade is for goobers anyway
market → sideways $VTV getting a bid while outperforming $QQQ and $SPY right now
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charlatans don’t resign while the tithe clears; expect a 90-slide deck on why missing your $tsla target by 90% is bullish for the rapture. imagine vaporizing $14bn because the holy spirit told you to buy teladoc at the top, and still charging 75 bps for the miracle
Cathie Wood is resigning?! 😍😍😍 Or did she get arrested for securities fraud? 😆😆😆 $ARKK $TSLA
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here are the past 5 days of market action; $XLV/healthcare bid heavily on another note: ban "ad personalization"; stop collecting our personal data
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the truth is worse: the cap came without warning on Oct 14; it hit Ukraine's interceptor drones first. the drones chasing Russian jet-powered Shaheds were suddenly too slow to catch them (limited to about 160 km/h) then Russia launched a massive aerial attack on Wednesday
Denaturalize and deport this MF'er. $TSLA $SPCX
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this came during heightened tension between Kyiv and the White House. Trump had been demanding that Ukraine stop hitting Russian oil refineries and had made a deal with Putin to import Russian diesel Musk: limits decided by military Trump: neither him nor Musk are responsible
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market → sideways $VTV getting a bid while outperforming $QQQ and $SPY right now
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10y government bond yields Japan catching up
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who else is ready to eat dirt $NVDA $ORCL $AMD $CSCO
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$SPY is outpacing $QQQ and the latter isn't worth the risk anymore "Hyperscalers" and chipmakers are heavily financing each other in circular arrangements @ 900bn USD annually Justifying this expenditure would require roughly $2.5 trillion in annual AI revenue $NVDA leases 👀
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Two-stock DCA. One unctuous sperg-lord. Instead bathing in the safe waters of the index-fund swimming pool, you're shot-gunning this smoothbrained breeder's backwash directly into your fucking sinuses. This retirement plan is worse than buying cybertrucks with payday loans.
The Musk fluffers are now in their "anger" stage of DABDA. Two thoughts: 1) They've never traded a real bear market & will regret "DCA'ing". 2) If the investment thesis changes, so too should your price target. No robotaxis for 1/2 the US by last Dec is a big change. $TSLA
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US SPR volume; 1982-2026
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$GOOGL looking good today, market should hold near highs for quite some time, dependent on middle-eastern affairs and supply chains settling down. REMINDER: Make sure you're using a VPN! If you don't know why, just ask Grok or another AI. 3 months free: refer-nordvpn.com/tXPXrFErDV…
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8th of March celebration = Happy International Women’s Day! 💐💐💐 👉 A special and rare Maverick-esque chart: Women in the S&P 500 Leadership trending up with 8.2% of the S&P 500 companies having female CEOs. Also women now hold 33% of board seats, compared to 25% five years ago — a tipping point that may lead to more female CEOs appointments in the future 👉 Warren Buffett, recall the mighty legend's on women’s careers, contribution & role in the workforce: “Start with the fact that our country’s progress since 1776 has been mind-blowing, like nothing the world has ever seen. Our secret sauce has been a political and economic system that unleashes human potential to an extraordinary degree. As a result Americans today enjoy an abundance of goods and services that no one could have dreamed of just a few centuries ago. But that’s not the half of it – or, rather, it’s just about the half of it. USA has forged this success while utilizing, in large part, only half of the country’s talent. For most of our history, women – whatever their abilities – have been relegated to the sidelines. Only in recent years have we begun to correct that problem. When I look at what we have accomplished using half our talent for a couple of centuries, and now I think of doubling the talent that is effectively employed or at least has the chance to be it makes me very optimistic about this country”. N.B. with Warren Buffett passing the torch to Greg Abel after a mighty 6 decade tenure, I am working now on a Maverick Special 2nd report dedicated to Buffett and Berkshire. ✍️ Warren Buffett's Cash Pile, Legacy & More ... Stash Away Baby! The Berkshire Hathaway Report #2 Free to subscribe = free to get! With respect, Mav Maverick chart & wish with a Buffett note for the select group of women in finance (please tag others in case I missed some, thx!) 👇👇👇 @DiMartinoBooth @averygrrl @AnnaEconomist @AyeshaTariq @callieabost @GunjanJS @sonalibasak @_kitrees @alexandraandnyc @SamanthaLaDuc @nancy__davis @JoTrader4 @CompoundinGirl @mommavestor @JessicaMenton @juliaccarreon @netcapgirl @PerceptivTrader @RhondaHMaylett @Optiongirl @wealthconcepts2 @jablamsky @rlygoodbizideas @VickiBryanBondA @tapusieta @katieeperry @ruth_sheridan_ @madaboutmarkets @MHalftermeyer @EllieFVogel
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Oil surges to near $120/bl now, unprecedented
oil surges above $90 last weekly move of this magnitude was in march 2020 #CL_F
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oil surges above $90 last weekly move of this magnitude was in march 2020 #CL_F
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Private capital-backed insurers are heavily investing in their own parent companies' assets — a major conflict of interest. Security Benefit, Everly, Global Atlantic (KKR) lead the pack. When your insurer and your asset manager are the same firm, who's really watching the risk?
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After the Supreme Court struck down his "liberation day" tariffs, Trump responded with a new 15% flat-rate tariff on all trading partners — sending gold up, stocks down, and the dollar lower. Uncertainty is back, and markets are feeling it.
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Tech stocks are cannibalizing themselves as AI tools disrupt the very software companies that were supposed to benefit from them. Bitcoin has crashed 50% from its peak—shorted it from $119k and rode it down to $65k. The "rising tide lifts all boats" era is officially over.
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if anyone needs a solid VPN, here's a discount link for the next 5 people who want to grab it refer-nordvpn.com/XPYcyguRQo…
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