IRResistible CAGRs馃崄 (@deepvalueco) header
IRResistible CAGRs馃崄 (@deepvalueco) profile picture

Hunting maximum reward with minimum risk. Value is what's worth more in the future. Rambler at: https://xitter.gq/t.co/5ulQ4oLPRQ ---DYODD- Not Advice

Joined October 2018
Replying to @PerpetualValue
I mean... 1 he caused a recession first... Then cut enough taxes that it could recover 2: inflation is still 33% so let's not pretend we're talking about 2% targets 3: GDP has done basically nothing.
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I keep buying a microcap that could be my largest position in a few years IF it works but the thing just goes down every day recently. On the positive side, it did the same before last Q result (and the Q was great)
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Remember when the morons raised interest rates a few weeks ago? I remember how obvious that mistake was too.
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Gemini guess as possible data center impact:
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Nexus $NXR.UN payout ratio down to 95.6% with further growth to come Might not have to cut that distribution afterall despite yields way up... 20bps
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Vix up +50%... in an hour...
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The cobot initiative seems interesting, wonder if it'll result in margins or just competitive cost structure. Also wonder if this is something to become external too eventually.
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