Dave Invests (@daveinvests) 's Twitter Profile
Dave Invests

@daveinvests

The stock market is the only place things go on sale and everyone runs out of the store screaming.

ID: 1362718354549669888

calendar_today19-02-2021 10:59:34

1,1K Tweet

93 Followers

127 Following

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Your memory of lost ones' voices, movements, their mannerisms and gait are as tentative as they are precious - it does not take much for them to be overwritten by AI slop and that precious memory be lost forever. Tread with caution.

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When your company vision is greater than the compensation, this is what you get. Half of Nvidia employees could retire tomorrow and never think again about their money situation, but they're still at Nvidia because of the vision the company & Jensen have cast, and the product

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Gold resolves this wedge before October 1st. Action is tightening, volume is dropping. Most likely resolves upwards, but not impossible to come back down.

Gold resolves this wedge before October 1st.  Action is tightening, volume is dropping.  Most likely resolves upwards, but not impossible to come back down.
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Look I'm no fan of Trump but if the US has to refund the $8tn in tariffs the White House claims they've received then the US will no doubt be in a fair chunk of trouble.

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I saw an options seller here on fintwit claiming 4% per month - that's >60% compounded annually. I enjoy selling options with the rest of 'em but on this list here there's only one person that can beat 60% over distance and it's Jim Simmons. Over the long term selling options

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Saw this graph earlier used to suggest there isn't an AI bubble - that increasing margins suggest we've some way to go before being overvalued. My counterpoint would be that it charts the export of low-margin industries like manufacturing from the US and the rise of high-margin

Saw this graph earlier used to suggest there isn't an AI bubble - that increasing margins suggest we've some way to go before being overvalued.

My counterpoint would be that it charts the export of low-margin industries like manufacturing from the US and the rise of high-margin
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You really really need to make sure you’re not following guys like this. They will hold your hand all the way to bag-holding for 10+ years. Absolutely zero recognition that capex spending is orders of magnitude ahead of converting it to revenue. When challenged, he responds by

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Is the Fed is moving toward Yield Curve Control (a “third mandate”) - here is what to look for: Politics: White House/Congress talk of “unsustainable borrowing costs” or “keeping mortgages affordable.” Fed signals: Minutes/speeches about “ensuring orderly conditions” or

Is the Fed is moving toward Yield Curve Control (a “third mandate”) - here is what to look for:

Politics: White House/Congress talk of “unsustainable borrowing costs” or “keeping mortgages affordable.”

Fed signals: Minutes/speeches about “ensuring orderly conditions” or
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Immediate moves, post FOMC but pre-presser: Small Caps Up GDX marginally up Healthcare marginally up Metals flat Indices marginally down Yields marginally down Dollar marginally weaker Oil Down VIX Down Tech Down