stef @scheplick__

Building financial products and communities here on X since 2010. I manage my own money & share trading tips. NYC 🏃‍♂️ SF Joined December 2010

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stef @scheplick

10 months ago

“We could build the rocket faster than they could process the paperwork to approve the launch.” Wow. This entire segment. Anyone who has ever started a business or ran a business will want to watch this.

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stef @scheplick

10 months ago

This part of the interview gets even better actually. If you’re a history nerd like me, the discussion between west and east Germany in terms of government workers vs. private businesses is fascinating. It all starts at about 2:10:10 and lasts for 30+ minutes if you have the…

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stef @scheplick

10 months ago

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stef @scheplick

10 months ago

Gold is up 30% this year. S&P 500 is up 26% this year. Both assets are up more than 25% YTD and this has only happened two other times in history: 2003 and 1979. Not sure what it means. But this is a rare occurrence. Will write more about it soon.

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stef @scheplick

10 months ago

Everyone has that one friend

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stef @scheplick

10 months ago

One thing that Palantir $PLTR is doing that I did not fully grasp until recently, is that, in a way, it's building a Bloomberg Terminal.

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stef @scheplick

10 months ago

The most interesting thing about today's small cap market rally is as follows: • The Russell 2000 index $IWM still isn't at its all-time high. • Over 500 small-cap stocks are down 50% or more from their 2021/2022 all-time highs. • More than 75% of the Russell 2000…

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stef @scheplick

10 months ago

Small cap stocks are the underdog of markets. They are mostly American. And often in rust belt states or less popular hubs than Silicon Valley or NYC. For the last several years, they have vastly underperformed the tech giants. So with that being said, it’s fascinating to me to…

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stef @scheplick

10 months ago

This is one of the few times I’ve ever shared something from zerohedge, but the simple fact, actually, is what they’ve shared here is ridiculously important.

zerohedge @zerohedge

10 months ago

This is one of the few times I’ve ever shared something from zerohedge, but the simple fact, actually, is what they’ve shared here is ridiculously important.

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stef @scheplick

10 months ago

RFK Jr. getting his hands on the unclassified JFK Jr. and RFK Sr. documents is a redemption arc not even the Ancient Greek playwrites could put together.

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stef @scheplick

10 months ago

Trump possibly winning the popular vote would rank near some of the greatest upsets ever.

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stef @scheplick

10 months ago

One of my least favorite things is when the AP or others get to “call a race,” especially when less than 10% of the votes are in. Let us watch the data in peace. Anything’s possible.

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stef @scheplick

10 months ago

It seems to me that Nate Silver is the Jim Cramer of polling

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stef @scheplick

10 months ago

I’m not exactly a political guy, but I don’t know why anyone is surprised that someone who wasn’t elected in the first place isn’t sweeping the polls from the start to get elected now.

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stef @scheplick

10 months ago

I’m actually quite interested to see California’s election results considering what’s happening at this time.

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stef @scheplick

10 months ago

I’ve never seen anything like this

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stef @scheplick

10 months ago

The bull market in text messaging is a true paradigm shift. One of the many lessons from this election. Although, perhaps my most important lesson as over 10 billion political texts have been sent this cycle – a record. Also, a 95% open rate. That is unheard of. I have some…

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stef @scheplick

10 months ago

Election X is the best

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stef @scheplick

10 months ago

I’ve noticed an interesting trend this election season: many people are surprised by the amount of content they’re seeing from certain candidates on their feeds, with some attributing it to Elon Musk or other influences. After thinking more about it, I believe this can be traced…