Edward Paul @NoHorizonMedia

Global Markets 24/7 #oott #fintwit Houston, TX Joined June 2022

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The Rational Walk @rationalwalk

6 hours ago

Do people realize how remarkable it is for a 93 year old man to sit on a stage in front of thousands of people and speak about complex topics for 5 hours? Most 63 year old men could not do this. Part of Buffett's health is due to never retiring. You have to stay mentally active.

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Conor Sen @conorsen

23 hours ago

My own version of Buffett thinking: at some point around 30 I realized that I really valued consistency and reliability, and the things I wanted to do weren’t changing that much over time. So I tried to build a life and career that wouldn’t require a lot of switching.

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The Transcript @TheTranscript_

a day ago

Buffett on AI: "Scamming has always been part of the American scene. But this would make me, if I was interested in investing in scamming, [AI] is going to be the growth industry of all time....It has enormous potential for good and enormous potential for harm"

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Frederik Christopher Gieschen @NeckarValue

2 days ago

Pursuit of mastery creates focus. Seinfeld: "When I was young, I was obsessed with race-car driving, big-wave surfing, skydiving and really fast motorcycles. One year into doing stand-up comedy I lost interest in all of it."

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🅰️LB🅰️ @ALBACapMgmt

a day ago

I'm pretty convinced that discretionary trading is one of those professions where you get better as you get older. I've been doing this for over 20 years and I know a fk tonne more than I did 10 years ago.

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Peter Brandt @PeterLBrandt

a day ago

There is a HUGE misconception that an aspiring trader needs a big account to be successful Most "Market Wizards" would tell you that if you cannot be profitable with a small amt of capital, then you won't be profitable with more Actually, with a smaller account mistakes become…

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Edward Paul @NoHorizonMedia

2 days ago

A lot of people still coping that this rally is continuing, instead of admitting they were wrong and getting the fuck on the train. #markets

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Edward Paul @NoHorizonMedia

2 days ago

If yields drop even just a little bit, the housing market will roar. #markets

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Edward Paul @NoHorizonMedia

2 days ago

My wife and I have had pretty bad luck shopping for clothes online. Nothing like trying something on in the store. #shopping

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Edward Paul @NoHorizonMedia

2 days ago

This last month has been a consolidation in risk equities, not a top. #markets

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Edward Paul @NoHorizonMedia

3 days ago

if china can reinspire confidence in its real estate market and real economy, gold rally may be counterintuitively at risk. chinese banks and consumers would sell gold to make more loans and consume more goods in the real economy. furthermore, this would put upward pressure on…

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Edward Paul @NoHorizonMedia

4 days ago

energy use underpinning AI & LLMs is just a reminder that access to energy resources is an immense boon to productivity. #oott #eft

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Edward Paul @NoHorizonMedia

2 days ago

Crude oil consolidating at $78 after that head and shoulders top? #oott #crudeoil #oilprice

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Edward Paul @NoHorizonMedia

2 days ago

Chevron has 2x the earnings yield as Apple, and more revenue growth. $cvx $aapl

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waxingarcane @waxingarcane

3 days ago

My most American belief is that you can always try again

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Charlie Bilello @charliebilello

3 days ago

Apple revenue fell 4% over the last year, the 5th negative YoY growth rate in the last 6 quarters. Net income declined 2% year-over-year to $23.6 billion. But they authorized a record $110 billion in share buybacks and the stock is up 7% in after-hours trading. $AAPL

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Lawrence McDonald @Convertbond

3 days ago

Remember - Apple 🍎 $AAPL is trading near 6.6x sales, 2010-2019 it traded between 2.2x to 4.6x when the company’s growth potential was far, FAR more attractive. Price to Sales 2023-2024: 6.3x to 8.2x 2010-2019: 2.2x to 4.6x Bloomberg data.