😅 Great job!

$GLNG +10% currently and $CAAP +20%?? What is this sorcery is that?

$BUR In the name of all shareholders I'm happy to announce the award for the best wordplay and it goes to Shrimp among Whales. Congratulations!

Honest question: Am I the only one who finds Meta obscure and difficult to understand? Do you know anybody who clicks on Facebook ads and then buys the product? There're supposedly millions of those people. In comparison Google has a straight forward value proposition.

Picture created by Grok which is a great european product, too. 😆

Where can I trade M2 futures? Rob Carver Would love to go long...

What is the better macro indicator heavy truck sales or strip club revenue?

Wow

Let's put several data centers into an ABS and get uncorrelated returns. We structure it and sell AAA rated tranches of it. Literally can't go belly up. We could even build an index of data center ABS so that people can bet on it with fancy derivatives and juicy leverage.

Cut losses. My conviction in the outlook of antimony wasn't strong enough.

$Bur If your top holding sneezes, your portfolio catches a cold.

🤣😭😭😭

Massive proof over very long time series and many different asset classes. You can invest based on momentum or momentum + value but investing solely based on value will make your life more difficult.

Premskis deep dives are always exceptionally good. Highly recommended the writeup he did on the stock in collab with AlmostMongolian

The pressure on the AI sector is way higher than the pressure on internet stocks during dotcom times was. We'll know real soon if they can reach profitability or drag down the market with their demise.

$camb I'm glad that I sold this stock. The company is good but predicting the price of antimony is essential and it's a pain in the arse.

Wise words...

What a whipsaw this market is. Gold, oil and stocks change their direction wildly and suddenly these days. This what global macro traders feel like when trying to predict Trumps next steps: