Ghost @Econghost
CFO of $1B US trucking company. Pursue the empirical and don't argue the subjective. Always seeking wisdom and those who think critically. Tampa, FL Joined June 2013-
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My son just sent this to me. Kid in his class with “Fight the Rich” but spending money at Starbucks.
In 2024, SSR is working for you to find ideas across: ⬩Event-Driven (M&A, Spins, Capital Return) ⬩Small-Cap Deep Value ⬩Themes (EM, GLP-1, AI) ⬩Commodities (Gold, Oil, Copper, Uranium) ⬩Closed-End Funds ⬩High Divvy Preferreds ⬩Asymmetric shorts specialsitsresearch.com
I've been making trades on recommendations from @PharmD_KS @eliant_capital and @SpecialSitsNews . I pay for all these services, and they've more than paid for the costs, several times over. If you're considering it, do it. Totally worth it.
A massive container ship crashed into the main bridge of Baltimore’s beltway this morning, causing total collapse to the bridge and cutting off the city’s container port from the global ocean. At least 6 people are missing. 🧵
intermodal rail is actually performing really well, up 8% YTD. petroleum products carloadings also robust, up 5% YTD against a 2023 Q1 that was already up 7% y/y
2024 has been the best start of the year for momentum factor since 2008, Goldman says. iShares MSCI World Momentum has gained 14% ytd vs 6% for iShares Core MSCI World. Momentum factor has also outperformed on Wall St. iShares MSCI USA Momentum has gained 14% vs iShares Core S&P…
Last January, I noticed something peculiar in my 2yo’s bedroom that - after a year of obsessive reporting - led me to a profound cosmic revelation about what’s even possible in our universe. A 🧵.
The Nickel party is over. The metal used to make stainless steel or EV batteries is down 50% since Dec 2022, forcing mine shut ins. Wyloo Metals, a private nickel producer owned by billionaire Andrew Forrest, is shutting down its Western Australian mines due to the price sharp…
Lads, check in on your mates. 💔
Merry Christmas to all my friends I’ve learned so much from these last few years. Here’s a few pics of our Florida Christmas.
Chris Rock was telling the truth when he said "You've never really been in love if you haven't thought about where you'd hide the body from time to time."
Some basic things any reasonable person would question before accepting that we are in a new global bull market (doesn't mean your long ideas won't work, but I wouldn't be going max long). Did the market predict recessions a year before the 2000 crash or 2008 crash? What is…
A composite of the average Fed Cycle would cause the following ordering/timing of events: -March = First cut (8 month pause), -June = Recession starts, -October = Market bottom, -Feb 2025 = Earnings bottom This is NOT a prediction - only a tool to understand what is "normal"
...it's almost like crowding, and systematic trading strategies are somehow exacerbating market movement? hmm....
Rates complex is throwing off a Mega Ton of cash flow, and its massive in comparison when you go back through years of LIRP and ZIRP. It is highly likely helping fuel asset purchases pushing prices higher.
For those of you who have or have had high school aged kids, have you ever researched or received a letter from the National Student Leadership Conference? Am wondering if my 15 y/o will get anything from this. Looks a lot like a fluff conference designed to get you to spend…
Vivek’s closing #RepublicanDebate
Vivek Ramaswamy throwing down on the Republican establishment and the farce of mainstream media. Addressed the elephants in the room — Would Democrats let staunch conservative political commentators moderate a Democrat debate? Obvious answer is HELL NO! I'm glad somebody said it.
The freight market is experiencing a severe recession and bloodbath. Here is a round-up of the doom and gloom headlines that have occurred in one of the worst downturns in freight market history. Full articles and ongoing coverage on FreightWaves. 1/🧵
MACK LOVIN @hellbenthagen
29K Followers 9K Following Owner of @HellBentXpress, Father of 5 girls, married to @hillarymhagen. What man is a man who does not make the world betterRJR Capital @RJRCapital
48K Followers 2K Following I'm here to learn and hopefully help retail investors protect & grow capital. Not investment advice. Do your own research. Also fishing. Fishing is good.Ⱥmerican Trucker �.. @taylorbilt
61K Followers 51K Following Trucker, Musician , Veteran... #Trump2024 #StillNotGoingToNYC #FJBEliant Capital @eliant_capital
114K Followers 1K Following L/S Equities | Macro & Event Driven Trader | Finding Exploits Within the Markets | Not Financial AdviceSuperTrucker®™🚛.. @supertrucker
5K Followers 4K Following Supply Chain Crisis Actor. I drive a desk now. DoD contractor, USPS, and Freightwaves. Currently consulting/ghostwriting for social media.Alexander Stahel 🇺.. @BurggrabenH
86K Followers 4K Following Let’s make Europe safe again. Commodities Alternatively @burggraben.bsky.socialCraig Fuller 🛩🚛.. @FreightAlley
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28 Followers 2K Following 💎Carlos , 25 , Earn now with crypto presale👇🔗Tersert @TersertonYjOJl
2 Followers 174 FollowingSeatead @seatead6475
0 Followers 299 FollowingRosanna Sandel @rosan_sand
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1 Followers 306 Followingsunshine @ShalondaEveret5
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0 Followers 290 FollowingHillsideWarehouseTruc.. @Hillside_WTC
170 Followers 1K Following Warehouse, logistics, and trucking company located in Edison. Proudly serving the tri-state area for over 45 years.CharlotteWells @7ybd00O7d9UF53
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3 Followers 325 FollowingAmeliaWilde @x059F7aMKLoX8
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270K Followers 2K Following If you can keep your head when all about you are losing theirs & blaming it on you…NOT TRADING ADVICETracy (𝒞𝒽𝒾 ) @chigrl
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140K Followers 264 Following Speculation is the search for truth in price and time. Not investment advice - just personal views. Blog at https://t.co/DD2iUKbdLzConks @concodanomics
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192K Followers 848 Following Helping you find an edge 📈 Investment Strategy & Consulting: https://t.co/7ahzoEscDJ Trade Ideas & Education: https://t.co/tonA7iJGM2 SPX Options Visualizer: https://t.co/6JCVhP36FnJim Bianco @biancoresearch
397K Followers 1K Following Macro investment research at https://t.co/hQqAza8GGP Our total return index is at https://t.co/vta9eqevnU The ETF WTBN tracks our Index. biancoresearch.ethȺmerican Trucker �.. @taylorbilt
61K Followers 51K Following Trucker, Musician , Veteran... #Trump2024 #StillNotGoingToNYC #FJBEliant Capital @eliant_capital
114K Followers 1K Following L/S Equities | Macro & Event Driven Trader | Finding Exploits Within the Markets | Not Financial AdviceAlexander Stahel 🇺.. @BurggrabenH
86K Followers 4K Following Let’s make Europe safe again. Commodities Alternatively @burggraben.bsky.socialBob Elliott @BobEUnlimited
139K Followers 689 Following CIO at @UnlimitedFnds | PM of $HFND | Fmr IC @Bridgewater | Described as one of the few "sane" voices on #fintwit | Comments are not investment adviceCraig Fuller 🛩🚛.. @FreightAlley
67K Followers 5K Following Freight-Affiliated Media. Founder/CEO of FreightWaves, American Shipper, and CEO of FLYING Magazine.Luke Gromen @LukeGromen
251K Followers 2K Following Founder & President, Forest for the Trees (FFTT). Author of "The Mr. X Interviews, Volumes I & II.” I never solicit via DM's. RT not endorsements.Josh Young @Josh_Young_1
96K Followers 2K Following Contrarian value investor. O&G. Not advice, do not rely, past performance not indicative, positioning may change w/out notice. Likes & r/ts are not endorsementsSam Ghali, M.D. @EM_RESUS
566K Followers 275 Following ER Doctor | Resuscitation | Airway | Cardiovascular Emergencies | ECGs | Emergency Radiology | Trauma | Critical Care | #FOAMed | Patient AdvocateCgTrade @CgTrad3s
1K Followers 92 Following Just some info I find interesting and ideas I log for personal use. I Post further analyzation in @PharmD_KS discordWarGate Books @WarGateBooks
3K Followers 255 Following Publisher of War & Military Fantasy, Science Fiction, Biographies and Memoirs. Liberty is good.Jason Anspach @TheJasonAnspach
3K Followers 423 Following Local man lucks out. Author & CEO of @WarGateBooks. PNW.Judy Shelton @judyshel
43K Followers 897 Following Monetary economist. Author of “Money Meltdown” (1994) and “The Coming Soviet Crash” (1989). Senior Fellow at the Independent Institute.Sergei Perfiliev 🇺.. @perfiliev
66K Followers 560 Following Ex-Goldman Sachs Quant | Options Trader | Finance Teacher | Software Developer Learn financial markets with our new training course! 👇OptionsDepth @OptionsDepth
3K Followers 445 Following Unveiling the Hidden Facets of the Market | Decoding 255M+ Data Bits for Your Trading Edge Daily | Pharm.D and Engineer Turned SPX QuantsDoubleLine Channel 11 @DLineChannel11
2K Followers 6 Following A series of @YouTube shows bringing you market insights and commentary with peers and industry experts hosted by @DLineCap Portfolio Manager Ken Shinoda.Kris Sidial🇺🇸 @Ksidiii
61K Followers 571 Following Co-CIO of Ambrus| (Focus: Exotic Derivatives/Volatility/ Tail risk hedging )| @penn guy (Not investment advice)Tacticon Armament @TacticonDotCom
20K Followers 99 Following "Value Over Profit" Veteran Owned and Operated Just Flippin and FloppinKonstantin Kisin @KonstantinKisin
530K Followers 2K Following Politically Non-Binary Satirist Podcast: @triggerpod Speaking: [email protected] Media: [email protected] Book: https://t.co/GgTCJ7iPE8Thursday @Theta_Thursday
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1K Followers 286 Following än-ti-THetos/. adj. Origin: from Greek 'opposite' or 'contrary'. Constituting or marked by investing in mispriced assets against prevailing market trends.North Bluff Capital @bluff_capital
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23K Followers 991 Following Fan of differentiation & dependency | Enjoy secular shorts | Satire & Humor | Never investment adviceWATCH: Florida’s chancellor of the State University System ensures universities don’t cancel commencement over activists and protestors
When you see so many Model 3's on the road, do you find it mildly reminiscent of the former Disneyland PeopleMover ride (albeit a modern day Ode to Tomorrowland)?
Genuinely feels like I see more $TSLA on the road daily (live in NJ, work in NYC). Demand constraint seems short term, consumers have chosen their go to. $AAPL won consumers with its UI, tech and simplicity. Feel like Tesla is on the same path. FSD and cyber cabs could be a…
And what did you do today?
#OTD in 1999, Oliver Reed died while filming GLADIATOR. Reed had consumed 8 pints of beer, 12 shots of rum, half a bottle of whisky, and shots of cognac after challenging sailors from HMS Cumberland to a drinking contest in a pub. He was armwrestling sailors when he collapsed.
@Econghost @SpecialSitsNews You’ve heard the phrase, “So dumb they didn’t realize how dumb they were”? Yeah….that.
@WallStreetSilv I'm predicting a life of regret for this one.
This is embarrassing…these are the types of clowns overseeing our budget in the United States…
I am structurally bearish equities. Here’s why, what that means to me, and how I deal with it as a trader. Valuations do not jive with my outlook on the economy in the next 6,12,24 months. Thus if I am going to put NEW (long term) capital to work, I demand a discount. At 3500…
NEW: Biden economic advisor Jared Bernstein turns into bumbling mess after he's asked why the government borrows money if they can just keep printing it. We are so screwed. Question: They print the dollar. So why does the government even borrow? Bernstein: Well, so the, I mean…
NEWS 🚨: First-ever atmospheric rainbow has been detected on an exoplanet 637 light-years from Earth Render of what scientists believe it looked like:
@NicTrades Any answer from Nicola is judged to be correct
@Econghost @PolemicTMM Its almost the holidays. They can all go home and convince their families. That actually worked in the Vietnam War and the generational divide
Free speech doesn't include free listening.
@PolemicTMM You're 100% correct, Paine. But that's the problem - everyone's personal entitlement (fostered by the media, political parties, etc) makes them feel like the Universe is obligated to listen to their plight. poetryfoundation.org/poems/44049/a-…
@Econghost @Schuldensuehner You can't make this shit up 🤣
While I'm on the subject of headlines. How about this from The Independent: "Cavemen ate mostly vegan, debunking Paleo diet." I'm stumped by the "mostly vegan" concept? If it's got meat, it's not vegan right? Maybe our #vegan friends can help us out here, but isn't a diet…
Chicken running off with a joint 🚬 😅😅
@Econghost It moves 10bps if u are right on a good day :)
@Econghost Gonna need some leverage with this play to be meaningful. I use futures, but TUA works as well.