Everyone is obsessed with Buffet. Druck, remains the 🐐 imo.

The Charlatan is BACK! How one interprets this, depends on one’s bias.

Tremendous bearishness/hedging ~1% from ATH into Jackson Hole, downside targets by fintwit all day. You know what happens next.

Twitter Space folks with downside targets for Friday in shambles.

The S&P 500 is on track to close at a record high with more than 90% of issues advancing on the NYSE. That's never happened before. There were 2 times at least 85% of issues advanced. Both kicked off multi-year bull runs.

$DBA Agricultural Fund had its Highest Monthly close since June 2014. Cutting rates is a great idea!

Canada Lost 65K Jobs in August. Unemployment rate ticked up to 7.1%. Sad reality, BoC cutting by 25 bps in September, won't have much impact either.

It surely can NOT be a bubble when everyone is talking about a Bubble.

Everyone is talking about the Bubble lol

Loose monetary policy coupled with structural issues in the economy, could actually lead to more misallocation of capital. Further hindering productive investment for economic growth. Another Great Post my friend.

Energy is the sector to keep an eye on for 2026. $HAL $SLB

#Lestweforget 🇨🇦🍁

$CHELSEA

You probably don’t have enough energy exposure.

Is it like this again? Late last year, Tesla was breaking out to a shaky tape following the rally in risk-assets off the August '24 lows. Now, Tesla is breaking out to a shaky tape following the rally in risk-assets off the April '25 lows. $TSLA $QQQ

Make it Happen!