Fiscal Dominance will continue. Always think… what route will a leader take? It is always the same conclusion… anytime in history. Rates will go lower, the currency will continue to be debased, alt asset classes and equities will go up.
Post- $PCT earnings call thoughts: A little disappointment… but a LOT of excitement.
Coming into the week, I was hoping to hear about new sales orders. We didn’t get that—but surprisingly, this call still felt like a big win.
✅ The company continues to make real progress
📈…
$PCT earnings got me nervous. Fear we could see a dump after… and then we are stuck waiting for Q4. Lets see. Actual orders would be great. Solid color for further facilities would be great. 🤞
Mentioned this before but someone attempt to answer. Outside of trying to possibly impact the elections, why was the Fed in a rush to lower rates and lowered it not 0.25 but 0.5 but now they say everything is strong and no rush to lower rates. I agree but why the rush before?
A rich man wants 100 things, but a sick man wants only 1, health!
Eat healthy, work out, sleep well… not rocket science. Sustainably > going extreme… there is a happy medium ti enjoying life and living healthy, moderation is the key to life.
Cant get a read on the current market. I was long when bad news was not sinking the market but now after much of that is over… market seems so precarious and looking for a reason to pullback some. Not short but looks short-term appealing. What are others thinking?
Imagine being short $PCT with the greatest investor in history Stan Drunk on the other side of the trade. The hubris (and balls) some must have. Full disclosure I have been long much longer than Stan and avg share cost is between $2.65-2.70
ICYMI: We announced a partnership with Emerald Carpets to advance closed-loop circularity for carpets. This AInvest article about the new partnership dives into the impact regulations are having on the adoption of recycled content.
Read more: ainvest.com/news/purecycle…
Sold some of my 2027 $10 $PCT calls to lock some profits. Still have a chunk of those and $15 strike. Next small pullback (if one) I will add $20 strikes.
264 Followers 1K Following“Show me the incentive and I will show you the outcome.” Charlie Munger •••Investing starts as a voting machine and ends a weighing machine
782 Followers 4K FollowingCrypto Trader since 2018 & Bitcoin Investor since 2014 | "The Swing King' | Market Psychology & Chart Expert | GROUP NOW OPEN 👇
115 Followers 1K FollowingTrader, NOT financial advice. If you made too much money please discontinue use of my charts $ES, $SPY, $SPX, $NQ, $RTY, $GC, $SI, $GDX, $CL, $NG, $MSOS
2.5M Followers 2K FollowingStocks/Options/Crypto/Market News + Tools. Not advice
Get a bonus opening a new tastytrade account: https://t.co/wGf2ZdlXpw
Discord: https://t.co/0xJ9e0ZYYG
More: https://t.co/nsxZlPV0pC
177K Followers 561 FollowingNo Greater Motivator Than Disrespect.“Its not what they call you,but what you answer to".All Bat or 🪓Tweets NOT TO BE TAKEN AS THREATS."I Save All Receipts"
786K Followers 921 FollowingFounder of Lyn Alden Investment Strategy. Blended finance and engineering background. Author of Broken Money. GP @egodeathcapital. BoD at https://t.co/FHNz9MBftH.
174K Followers 359 Followinghttps://t.co/SgaSuGdrox macro & beta @2Graybeards for beta. Both for investor education, Brevan Howard, Bridgewater, Salomon, Dad of 4. Go Penn, No tweet is advice
314K Followers 2K FollowingIf you can keep your head when all about you are losing theirs & blaming it on you…
NOT TRADING ADVICE
https://t.co/l29nWovEkm
33K Followers 3K FollowingTo transform massive raw data into meaningful trading information which in turn enables one to build investment knowledge. This is for educational purposes only
98K Followers 1K FollowingCEO of 42 Macro—#1 at helping Main Street investors retire on time and comfortably. Our Wall Street clients manage $25 trillion+ in AUM. Not investment advice.
491K Followers 1K FollowingMacro investment research at https://t.co/hQqAza8GGP
Our total return index is at https://t.co/vta9eqevnU
The ETF WTBN tracks our Index.
biancoresearch.eth
1.7M Followers 91 FollowingOfficial account of Ray Dalio, founder of Bridgewater Associates, author of #1 New York Times bestseller 'Principles,' professional mistake maker
14K Followers 4K FollowingHedge Fund Founder. Dad. HBS .🐊⚾️. Kings 18:27. No One is Coming. Die Empty. Viking. War Horse. Whatever it Takes. Everything is a Test.*NOT INVESTMENT ADVICE*
111K Followers 46 FollowingFounder of Niles Investment Management, Tech Nerd, Bad Tennis Player, Proud Dad. Posts are for information purposes only & never investment advice.
115K Followers 536 FollowingGlobal research group focussed on monitoring credit,liquidity conditions & capital flows in over 90 economies [email protected] for GLI index and data
19K Followers 2K FollowingExpert in fixed income, equity, and their derivatives. Started at Liars Poker Salomon, last job as head of long duration (US Treasurys) for MSIM.
3K Followers 204 FollowingWe remove color, odor, and other impurities from polypropylene (No.5) plastic waste, resulting in an ultra-pure recycled resin. One Goal: #APurePlanet ♻️🌎
52K Followers 236 Following@BlackRock CIO of Global Fixed Income | Emory and Wharton Alum | Go Orioles!
Lead PM for BINC, BSIIX, MALOX, MAWIX
Content intended for a U.S. audience
120K Followers 274 FollowingCEO of Metropolitan Capital, @cnbcfastmoney panelist, proud mom of 2 sets of twins (I’m nothing if not efficient), author of FINERMAN'S RULES.
50K Followers 120 Followinghttps://t.co/2zVu2xILI2 my daily column (since 1996) plus Q&A. Author, "Greenspan's Bubbles: The Age of Ignorance at the Federal Reserve ".
3K Followers 367 Followingän-ti-THetos/. adj.
Origin: from Greek 'opposite' or 'contrary'. Constituting or marked by investing in mispriced assets against prevailing market trends.
143K Followers 1K FollowingSalomon Brothers 90-98
Bond Portfolio Analysis
Government Desk - Long Bond Trader
Derivatives - Short-Dated Options Trading (Head)
Caxton Assoc Hedge Fund
11K Followers 598 FollowingGlobal Macro Focused Strategist & Trader;Former Equity Head of a Dutch Bank;cross asset experience in EM+Developed Markets;Market Wizard Anthony Saliba's ex TA
20K Followers 52 FollowingI DO NOT USE TELEGRAM or DISCORD!
I DO NOT TRADE CRYPTO
Exploiting the decay intrinsic to leveraged ETFs
https://t.co/NVB5pqT0Gh (edu)
https://t.co/3NDd6Td3QR
43K Followers 147 FollowingChief Economist @economics_ma. Host of Inside Economics podcast https://t.co/ONmSCQ65Ib. Co-founder of https://t.co/ZAo6ME72qu. Views expressed here are my own.
30K Followers 527 Following25x UFC Top Ten vet. Quantitative research, System Building and trader - God, Family, Team - https://t.co/JRNt3IadL0 @DSMMAPrivate
76K Followers 21 Following+328 units units of profit for discord clients since July 2023 | +165 units of profit in 2024 | Detailed daily analysis on these selections
48K Followers 184 FollowingFormer Chief Strategist / coHead of Global Research JPM, II Hall of Fame, BSC, BofA/ML, Physics PhD NYU. Gandalf, man who move(d) markets. Not Financial Advice
9K Followers 384 FollowingVol, assets diversification, data models, macro, fun. Generating Alpha is key. Options for daily cash flow. Not investment or trading advice.
8K Followers 98 FollowingPresident Computer Trading Corp. Partner Torsiontech, a NG HF. Proud Michigan Alum. Former partner at Tudor Board of Robin Hood Foundation @robinhoodnyc.
79K Followers 5 Followinglong term options trader, here to share my knowledge and show the ups and the downs of a full time trader. I AM NOT A FINANCIAL ADVISOR DO NOT TRADE ANYTHING
6K Followers 887 FollowingFutures/securities trader for 40 years. Macro econ enthusiast and chart-appreciator. Econ B.S. degree. Dad trained me in mrkts when I was 15 (I'm 63 now).
14K Followers 0 Following“My impression is that she’s definitely intelligent, but also… overzealous and argumentative. I find her a difficult person to be around.” DMs open.
95K Followers 864 FollowingPhilanthropist. Finance, economics, public policy, neuroscience, genomics, and a 6-string. Realistic optimist often mistaken for prophet of doom.
3K Followers 664 FollowingPM - Global Head of Intra & Cross Market Orgy Trading. Forbes 69 under 69. TED Speaker in Optimized Chaos. Allergic to charlatans. PhD in Deez Nutzsonomics.
29K Followers 5K FollowingPortfolio manager specializing in momentum and volatility strategies. Also hack guitar player who sings. Tweets and RTs are not investment advice.
1K Followers 150 FollowingTweets are my opinion & do not constitute financial advice. Retweets/comments are not to be considered endorsements/recommendations. I sometimes get distracted.