One Bubble to Rule Them All (@shortl2021) 's Twitter Profile
One Bubble to Rule Them All

@shortl2021

CFA, veteran former hedge fund manager, analyst, economist. Back to trade the "Skynet" bubble.

ID: 1413257701296115712

calendar_today08-07-2021 22:04:54

19,19K Tweet

18,18K Followers

1,1K Following

Felix Hamer • electricfelix (@electricfelix) 's Twitter Profile Photo

The Chinese Car Market is Changing Rapidly domestic OEM taking over more than 60% of market share in 2024 #alwaysbecharging by Stefan Bratzel (CAM)

Atlanta Fed (@atlantafed) 's Twitter Profile Photo

On April 29, the #GDPNow model nowcast of real GDP growth in Q1 2025 is -2.7%. The final alternative model forecast, which adjusts for imports and exports of gold, is -1.5%: bit.ly/32EYojR. #ATLFedResearch Download our EconomyNow app or go to our website for the latest

On April 29, the #GDPNow model nowcast of real GDP growth in Q1 2025 is -2.7%. The final alternative model forecast, which adjusts for imports and exports of gold, is -1.5%: bit.ly/32EYojR. #ATLFedResearch 

Download our EconomyNow app or go to our website for the latest
QE Infinity (@stealthqe4) 's Twitter Profile Photo

Breaking Q1 GDP first look. -.3% vs -.2% exp. Recession? Pricing index 3.7% vs 3.2% expectations Stagflation? Oof 🤦‍♂️

One Bubble to Rule Them All (@shortl2021) 's Twitter Profile Photo

This reinforces my sense that much price action is driven by insider trading these days. The competent authorities appear to have no interest in sustaining an orderly and fair market. We have recently regressed to the 1920s in so many ways.

David Fishman (@pretentiouswhat) 's Twitter Profile Photo

The social commentary on China in this thread is ~90% wrong. I rarely wade into cultural affairs, but this was too egregious (and was seen by too many people) to just ignore. Long thread...(sorry in advance)🧵

Felix Hamer • electricfelix (@electricfelix) 's Twitter Profile Photo

Buckle Up! "Thailand now boasts better EV adoption rates than the US, while Brazil has jumped ahead of Japan. Electric vehicles started out as a top-down phenomenon, but they’re quickly shifting to a bottom-up trend." #alwaysbecharging by the one and only Colin Mckerracher

Buckle Up!

"Thailand now boasts better EV adoption rates than the US, while Brazil has jumped ahead of Japan. Electric vehicles started out as a top-down phenomenon, but they’re quickly shifting to a bottom-up trend."

#alwaysbecharging 

by the one and only <a href="/colinmckerrache/">Colin Mckerracher</a>
Lyn Alden (@lynaldencontact) 's Twitter Profile Photo

It's pretty surprising that Walmart is trading at 39x earnings despite having pulled guidance for the year amid tariff uncertainty. Razor-thin margins, too.

It's pretty surprising that Walmart is trading at 39x earnings despite having pulled guidance for the year amid tariff uncertainty.

Razor-thin margins, too.
Felix Hamer • electricfelix (@electricfelix) 's Twitter Profile Photo

"By 2030, China will have the manufacturing capacity to build an entire U.S. worth of generation from solar and storage alone - every single year." 🌞🌞🌞 #alwaysbecharging

George Gammon (@georgegammon) 's Twitter Profile Photo

The bottom 75% of Americans are in recession We’re at the point now where it’s really not debatable How long can the rich prop up the economy?

The bottom 75% of Americans are in recession

We’re at the point now where it’s really not debatable

How long can the rich prop up the economy?
rugbylawyer (@rugby4912) 's Twitter Profile Photo

So weird that there hasn't been one driverless $TSLA robotaxi seen being tested around Austin, Texas, before the big debut on June 1, 2025. No one finds that strange. Waymo could be seen testing around Austin before offering services. Tesla What will be the excuse this time?

Bob Elliott (@bobeunlimited) 's Twitter Profile Photo

While all eyes are on tariff negotiations, House '26 budget plans solidified last week suggest a Republican commitment to blow out the deficit in coming years. The Ways and Means bill would not only extend the TCJA, but add 1.5-2tln in deficits over the next decade. Thread.

LostFundamentals (@lostfundamental) 's Twitter Profile Photo

$TSLA - It takes a special kind of genius to be a Tesla shareholder. Here are the MAG 7 P/E ratios and earnings revisions from pre 2-Apr-25 Independance Day to today (14-May-25 close).

$TSLA - It takes a special kind of genius to be a Tesla shareholder. Here are the MAG 7 P/E ratios and earnings revisions from pre 2-Apr-25 Independance Day to today (14-May-25 close).