Louis @Loudogg____
opinionated political and economic spectator Atlanta, GA Joined January 2015-
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@ShadowofEzra So how long before Russia takes control of Saudi oil? 🍿
@TheMaverickWS Cost of living is really cheap even today if you live by 1990 standards. Houses are bigger, cars drive themselves. You can run most errands from your phone. Dollars are just numbers. Look around. The poverty level is extreme luxury. America is a really nice place.
@Investingcom @TheMaverickWS Are the Saudis overleveraged on oil prices being high?
@TheMaverickWS It is a bearish candle. But it only means we retest 436.77 then see what happens there.
@aj_invests @TheMaverickWS But better relative performance
@business Same Steve Cohen who was convicted of insider trading. Slap on the wrist. So probably will do it again. Jump on board.
@nathaliejacoby1 @CalltoActivism Lose respect for you with this post
@TimGokhman @BillAckman @mcuban Cuban will have the us go bankrupt investing crypto
@BillAckman Hopefully he can encourage corporations to accept smaller profit margins in exchange for fair wages. But probably he will continue to make a handful of wealthy families even wealthier while everyone else gets into more debt. He’s a tool of some billionaires.
@HindenburgRes Could someone help me compare price to nav of IEP to other MLPs who also pay dividends around 15% such as DMLP, BSM, ARLP, CEQP. They have price to book ratio from 1.5-8. IEP was 2.7 in 2022. Seems normal. I’m not an expert though.
@HindenburgRes Comparing IEP price/NAV to its “peers” is not accurate when comparing to Pershing square or other hedge fund that pays very low dividend. The price/NAV premium is completely justified because the large dividend. So comparing to a stock with little to no dividend is invalid.
@HindenburgRes Companies are allowed to sell shares of stock to raise capital. That’s how the stock market works. That’s what it’s for.
@HindenburgRes Market cap not the only measure of value. A company is worth what the company’s assets are worth.
@TheMaverickWS It says btc should be going down but it’s not.
@TheMaverickWS Ackman actually did urge the fed to start tightening immediately in summer 2021. At least that was my perception.
@TheMaverickWS Were people at SVB fraudulently just stealing the money? Or they just made bad investments and didn’t hedge? I’m trying to understand if this was fraud or economics.
@DanielRobWhite @jessefelder @TheMaverickWS Yeah she attempted to buy some dips and got slaughtered. Probably though still keeping some zombies on life supprt. It might be interesting to dive into the financials prospects of companies ARKK is holding. I certainly don’t know the details.
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