🤠 @SpaceCowboyCap
Middle Earth📍| Enjoy Outdoors | Investment Guy | Tweets are not investment advice nor do they represent my employer Joined June 2021-
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I’m of the belief that the economy has “landed” and that there is no formidable nor foreseeable reason for the Fed to cut, barring recession. These are normal rates.
I can’t recall an earnings report as anticipated as $NVDA in my life. Tonight is going to be exciting!
Saturdays are great. I wake up about 30-60 minutes after my normal wake up. Hit a quick walk or light lift. Then I enjoy a few hours reading things I didn’t get to this week, writing, or focusing on other hobbies. Treating Saturday as a day of refinement helped me find more joy
S&P 500 to 5000? Defying all odds the past 18 months. Key evidence that while we may be uncertain about the macro, we can never fully predict it. Time in the market > timing the market
I’m not an absolutist that believes you need to maximize every day with some formulaic protocol. Isn’t structure nice though? What we do over time becomes part of the daily ritual. Hopefully it integrates the things that bring the best health & the most joy. There’s comfort in it
Book recommendation for my followers that will see this: George Washington: The Wonder of The Age. A great, brief, biography detailing one of America’s largest icons. Myth doesn’t do reality justice with him.
I often think about the etymology of “fetch” and the analogy of Gretchen Wieners. Back then, young, white female journos would parade around NYC testing out new slang. They’d print in teenage gossip mags hoping to infect middle America. It was honest work unlike viral slang today
Eating deer jerky, drinking whiskey, lip pillow tucked in…liberals want to take this away from us
No, yeah, totally stoked that the market rallies from the local low to 4400 in two weeks and is up over a percent the day my 401k contribution hits. Love that for me.
My wife once met her celeb crush (Travis Kelce) and proceeded to tell him his promo photo for the event looked like he sold cheap real estate.
My wife once met her celeb crush (Travis Kelce) and proceeded to tell him his promo photo for the event looked like he sold cheap real estate.
หารษิณ @Kathy4803713662
64 Followers 1K Following หน้าแรกของฉันเป็นสะพานเชื่อมระหว่างคุณและฉัน ฉันหวังว่าจะได้รับความสนใจจากคุณ! ฉันจะอัปเดตข้อมูลการติดต่อของฉันเป็นครั้งคราว
วิไลวาส.. @9v4zx6OaY6y1E6
54 Followers 1K Following หากคุณชอบฉันและสนใจสามารถติดตามฉันได้และฉันจะอัปเดตข้อมูลติดต่อหน้าแรกของฉันเป็นครั้งคราว
Stoached @stoached9467
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Crystal Crossman @CrysnoCrossman
18 Followers 679 Following Gathered on the site of girls from all US states 😻 They are ready to meet Nudes in profile! Watching this https://t.co/r93jRJnfoG
Jasmine Coffey @JasmineCof79072
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Yelnatz @afloatmyboat
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WynonaBottorff @BottorffWy47500
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John Rotonti Jr @JRogrow
15K Followers 2K Following Family first. Analyst/investor. I enjoy good food, coffee, health/fitness, travel, nature, and space. Views are my own. Not investment advice.
Christy @christy_whitloc
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Make money easily @QwdzyV10BLEXn
7 Followers 521 Following MEXC focuses on financial management, stocks, cryptocurrencies, digital assets and investments. Currently, new users can get free dollars when they sign up.
Miley Heath @MileyHeath13821
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ddbqb22ntgfe @huohs371qjg
7 Followers 249 Following BGMX Exchange stands as a decentralized platform for the #Bitcoin ecosystem https://t.co/57pNPzWbNn
Pancho Fabricio @panchofabricio
190 Followers 2K Following It's times like this I'm glad I flunked out of that Mexican Med school...
Sputnik Cauthorn @sputnikcauthorn
58 Followers 563 Following Investing with a long time horizon. Striving for simplicity. Armchair psychologist of my own decision making.
Stock Card @stockcardhq
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Kara Nicholas @Nicholas3Kara
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LPL @leelignos
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Jay Mizel @treasurybasis
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TKCLBX, LLC @takclebox
62 Followers 57 Following studio - label | now booking sessions for recording, mixing, and custom beats
J @J52113388
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Home Gym Strength �.. @HmGymStrength
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Shelby Gray @Shelbyj_23
30 Followers 177 Following
Jesse Gray @Jgray_03
3K Followers 2K Following Chiefs - Mahomes, Kelce, Bolton Royals - Salvy, BWJ Bama - Jameson Williams. $1 PWE $4.50 BMWT
Bobby Stroupe @bobbystroupe
34K Followers 4K Following Health, Performance & Player development consultant for NFL / MLB | Founder @teamAPEC @APECdfw @adaptivefoundation | IG: @stroupebob
Awrek mmmtraks @mmmtraks
199 Followers 374 Following Artist /producer give peace to chaos stay above the below
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Vlad Bastion Research @VladBastion
5K Followers 216 Following 🏰 Financial data visualisation for professional investors. Previously Head of Equity Research at an asset management company. CFA. Dad.
Preferred Shares Podc.. @Pfdshares
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Fundamental Research .. @fundam_inv
8K Followers 448 Following Ex-“Sell-side, M&A, FPA, Institutional money management @ $ DD Bil Funds” | All tweets are personal opinions
The Leuthold Group @LeutholdGroup
15K Followers 349 Following Institutional Research Disclosure: https://t.co/jZZZtQNGaY Distributor: Compass Distributors, LLC
#BuyFear @FordWealth
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Wild West Capital @BuffaloBillCo
4K Followers 893 Following In the long run - we’re all dead. Do you see the cat?
Ur Favorite Analyst @neverhedgecap
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Prepared Remarks @Rebrand_As_Y
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Royce du Pont @royce_dupont
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Kuppy @hkuppy
137K Followers 2K Following CIO of Praetorian Capital and author of Kuppy’s Korner blog at https://t.co/fygVkh2Zbk Also tracking Event-Driven strategies at https://t.co/UfYZR6ERSN. CEO at YAK CN.
Investing visuals @ZeevyInvesting
4K Followers 34 Following Creator of visuals about investing | I share my investment journey | Working in tech | Build Notion templates for investors | https://t.co/BESBjAQg9a
Richard Hanania @RichardHanania
97K Followers 221 Following President, @CSPICenterOrg. Former @UTAustin, @ColumbiaSIPA. Post pictures from books. Subscribe at https://t.co/32YL6Mtg2D
Nikita Bier @nikitabier
321K Followers 2K Following I make apps grow really fast. founder @gasappteam (acq by discord), ex-founder @thetbhapp (acq by facebook), ex-new products @meta
Dan Nystedt @dnystedt
20K Followers 987 Following Former journalist, now financial analyst. Based in Taipei. Tweet mainly about semiconductors and Taiwan. Not investment advice. Views are my own.
Fabricated Knowledge @_fabknowledge_
16K Followers 465 Following Simplifying the world of semiconductor investing in the age of AI. Join over 39,000 free readers. It's secular (but cyclical) stupid Read more V
L.A.S. @SartoriallyInc
57K Followers 1K Following @throwingfits pod. Former brand director @grailed, editor guy @Complex, overlord @Four_Pins. https://t.co/mLhmjJWWq6
2 Gray Beards @2GrayBeards
9K Followers 2 Following Macroeconomic Research Firm focused on investors with portfolios of high-six to high-seven figures. Run by @nickgiva1 & @dampedspring Every Saturday before 3PM
App Economy Insights @EconomyApp
181K Followers 383 Following • App Economy investor • French in Silicon Valley • Gaming industry veteran • Previously @PwC & @BandaiNamcoUS • 100,000+ read my newsletter How They Make Money
Praetorian Capital @praetoriancap
6K Followers 2 Following Looking for the next big inflection. Hedge fund run by @hkuppy seeking absolute returns in a benchmarked world.
Haus of Decline @hausofdecline
190K Followers 1K Following Hank of Decline Podcast & Comics - https://t.co/kAfnFnh7AX Patreon - https://t.co/Awbuy7xogD
Piker Capital @PikerCapital
5K Followers 324 Following Sharing views on financial markets & the economy.
All The Right Movies @ATRightMovies
826K Followers 140 Following The account on classic and hit films. Detail in our making of stories is from cast/crew or 3+ sources. To support what we do, please subscribe 😁
OpenAI @OpenAI
3.4M Followers 0 Following OpenAI’s mission is to ensure that artificial general intelligence benefits all of humanity. We’re hiring: https://t.co/dJGr6LgzPA
rosey🌹 @thechosenberg
25K Followers 2K Following How odd I can have all this inside me and to you it’s just cringe
Rev Cap @rev_cap
14K Followers 2K Following Cyclicals Investor. Anon for now. A lot on Housing, Fed Policy, and the Business Cycle
MoatsLikeKodak @MoatsLikeKodak
10K Followers 2K Following Trying to distinguish Kodak moats from Coca-Cola moats. Rays fan. There was only 1 real RI governor in 1842!
BoHo Chicagoan @Eric_Erins
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entrapranure @entrapranure
33K Followers 85 Following 💎all original content 💸multi-trillionaire mindset 👨🏻grind like tom hardy 🐠original rare fish investor 💰on a mission to take you to the next comma
Hemingway Capital @lfg_cap
9K Followers 1K Following Global Tech investooor with a software addiction.
Allyson Taft @AllyTaft
12K Followers 715 Following I travel a lot. My life is incredible because I deliberately built it this way. I post about personal and professional strategies for living the life you want.
Market Urbanism @MarketUrbanism
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Fuck You I Quit @fuckyouiquit
498K Followers 309 Following The labor market is a mess. Here to show you why. Highlighting workers conflict with poor management, corporate greed, bad business, and the economy.
Mitchell Moss @menswearmusings
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Visakan Veerasamy @visakanv
84K Followers 2K Following Focus on what you want to see more of. 💪🏾❤️🔥 buy my ebooks ▲ FRIENDLY AMBITIOUS NERD ▲ (https://t.co/ilqQnEHlZ1) and ꩜ INTROSPECT ꩜ (https://t.co/K7oSiNnI2C)
Jason Kelce @JasonKelce
586K Followers 48 Following Authenticity is hard to find, come get your dose of real. Posts are indicative of my values, opinions, and stories. @newheightshow @underdog_phl
David Lane Design @DavidLaneDesign
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The Kobeissi Letter @KobeissiLetter
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Behav Ecol Papers @BehavEcolPapers
6K Followers 0 Following #BehavioralEcology #Ethology #HumanBehavior #AnimalBehavior #LifeHistory #AnimalPhysiology papers from #PubMed & journal rss-feeds | curated by @MihalyFoldvari
Last one for the night because I love Journe. Here’s an anniversary piece made in 2013 with a design to emulate the design of his first pocket watch in 1983 (seen in the last picture). Journe watches are always stunning but this one stands out
Ok so Monster has returned 220,000% over the past 30 years and $10k invested in the early 1990s would be worth over $2 million ish today and THIS was their mindset back in 2006. They aren't shareholder centric. They are *product* centric. Big lesson in that.
Always good to have Gordo in the 🏠.
The first pitch of Saturday's Orioles-Royals game, right after Bally Sports Kansas City introduces the umpiring crew.... "Fastball is right down the middle for ball one." "What?! My goodness! Not on pitch one!" "What part of that pitch is not a strike?" ⚾️👮♂️🎙️
i feel like i've heard/seen a bunch of stories over the years along the lines of, "man's wife gets pregnant, gives birth, he now finds her disgusting/unattractive, and starts lusting after perfect pretty young women" this is almost backwards for me personally,
@jeremyscheuch @Royals @goldbergkc Im back tomorrow ok
“Apology accepted.”
David Sacks anytime there’s a geopolitical conflict
🔥🔥🔥John Neff at Akre wonders whether the stock market is actually “broken”…🔥🔥🔥 “Given the tidal shift from active to passive investing, it follows that today’s investors are being instructed rather than served by the stock market to an unprecedented extent.”
I'm increasingly convinced probability and stats should be taught in highschool instead of calculus.
Fair warning: I’m going out to dinner tonight. There will be cocktailing. So better than 50% chance I tweet something about low P/Es on normalized earnings. I don’t make the rules.
Walking-off into our fifth straight win! #HEYHEYHEYHEY
🙏
I don't mention body shape because it's not a barrier to dressing well, and my page is about menswear, not body shapes. It's true that DeSantis' clothes don't fit particularly well but that's about the fit of his clothes, not his body shape
@andrew_anon_ he's thinking about all the stupid tweets he's seen on twitter
Matt Levine on the current state of the market
There is only ONE @matt_levine, he's the GOAT, and he's right... "The answer is “not fundamental analysis.”...Maybe it is “using our investments as a form of self-expression, buying stocks and cryptocurrencies we identify with and feeling better about ourselves if they go up.”
"Vibes approach to valuation" "Do you really want to be stuck HODLING anything else?" Dear goodness...
As the self appointed Aswath Damodaran of “vibes based valuation” approaches, I endorse the methodology used by FT in their initiation of DJT.
There was probably some luck involved, but also a lots of research and thinking 🤷♂️. I know I won’t always nail it this closely and that opportunities won’t always be so clear in my head. This was a good period to deploy capital imo🙏…
@invest_book Over the next 3-5 years, a basket of housing-related stocks is probably my highest conviction idea. Followed by select semis and semicap equipment. Followed by FAANG+M. Followed closely by select retailers. 🤷
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