Feeling extremely uninspired in the opportunity set in credit right now, at some point we all know it’ll end but can last for a long time

Mco’s goin up… that is all… carry on

Tell me why levered etfs are worse than running retail pa leverage on equivalent exposure

Rkt must think they have really overvalued stock

Continue to think unh/cvs/hum are the easiest trades in this mkt even if unh sht the bed today

I am muting all Canadian politics. Nobody cares about ur lil socialist state that pretends it’s a country. You seem upset about your newest governor… nobody cares

The absolute trade deals don’t matter when the uncertainty will permeate. Still bullish

Evergreen question to ask the friend who’s telling you how cheap their energy shtcos are

Any of my podbros know if you can trade quarterly prints on builders? Feel like there’s enough dislocation right now it’s not just group go up or down game

No axe but compounders showing the world they’re really cyclicals are some of the best shorts that exist

Ok folks when do broker estimates actually base out

Are y’all rkt bulls scared after pfsi?

When do we buy the brokers

I’m old enough to remember when all the fats were gonna be cured by glp1s and all the fat related hc stonks got smoked I present you fme

Venice is Machu Picchu made out of hotels