retirementplanning @retirement8557
Joined April 2023-
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If you want to understand why cap-weighted passive indexing distorts market pricing and undermines market signals this is a fantastic interview. The case is pretty indisputable at this point, though I have no idea what the policy implications might be.
I just entered the largest position ALL YEAR SHORT $SPY $SPX AT 493.15 You all can make fun of me now if I get smoked because I legit have a big short position now. I stand to lose a lot here. I am confident in my research and analysis. The market is completely over cooked.
I’m old enough to remember when they said pullbacks are healthy. What ever happened to that? This is insane. The same price action can’t happen every single day in a free market. This is all a complete fraud.
There's a certain type of journalist with an increasingly utilitarian outlook, i.e. it's so important the Good Guys win that the ends justify the means and fairness and accurately are subservient to that. This was subtext for a long time but is now being said explicitly.
Last on this, but: it's fascinating to see the Wokist quasi-religious frame operate here. Whether Gay actually did anything wrong - and she....obviously did- is irrelevant to her defenders. Everything that happens inside facially neutral systems of "order" and "law" is just a…
Last on this, but: it's fascinating to see the Wokist quasi-religious frame operate here. Whether Gay actually did anything wrong - and she....obviously did- is irrelevant to her defenders. Everything that happens inside facially neutral systems of "order" and "law" is just a…
Once again I am asking our 4th Estate to explain how they are "from Texas"
Once again I am asking our 4th Estate to explain how they are "from Texas"
As we close out 2023, here are a few threads simplifying what I believe are some of the most important financial concepts of this past year. (please bookmark and share this)
@realChrisBrunet @JohnHCochrane On point: “…mediocrity, so long as it’s wedded to ideology, is enough. We’ll even call mediocrity genius and give it the most prestigious academic job in the land, so long as you say just the right things about this list of issues. “
So Islamic terrorists massacre 200 Christians in Nigeria at Christmas. And Turkey bomb a hospital (again) And not a single person will march in our streets. Amnesty won't say a word And there will be no emergency sitting in the UN.
Resurfaced footage shows secretaries of states (who all happen to look the exact same) conspiring together about future elections. Middle-aged, liberal white women are the biggest threat to democracy in America. The Zoom call took place in October of 2021 and included Colorado…
Imagine if big city mayors in 1895 argued that immigrants are great, as long as they all remained on Ellis Island
I think we can all agree that El Paso is the only American city with the resources to deal with this
I think we can all agree that El Paso is the only American city with the resources to deal with this
We all know why.
From Hanania's interview of Amy Wax. This is exactly what I've been saying for years: Policies of actual "colorblindness" will produce huge racial disparities in any cognitively-demanding area in society. "Antiracism" is the only program that can remove racial disparities.…
From Hanania's interview of Amy Wax. This is exactly what I've been saying for years: Policies of actual "colorblindness" will produce huge racial disparities in any cognitively-demanding area in society. "Antiracism" is the only program that can remove racial disparities.…
This is just a 100% accurate statement of fact. Mercy to a far weaker enemy state, which in this case also happens to be run by terrorist scum who still have 100+ rape hostages, is a choice. Throughout history, ~no human generals would have been as merciful as Israel's - and…
This is just a 100% accurate statement of fact. Mercy to a far weaker enemy state, which in this case also happens to be run by terrorist scum who still have 100+ rape hostages, is a choice. Throughout history, ~no human generals would have been as merciful as Israel's - and…
This is one of the most significant derangements of academic life in the West. Scholars have deluded themselves into believing that left wing parties dominate academia because left wing views are objectively true, rather than that conservatives were systematically driven out.
This is one of the most significant derangements of academic life in the West. Scholars have deluded themselves into believing that left wing parties dominate academia because left wing views are objectively true, rather than that conservatives were systematically driven out.
Perhaps because those who were born poor know more about what causes and sustains poverty than those who are born rich.
Perhaps because those who were born poor know more about what causes and sustains poverty than those who are born rich.
The annual cost of accommodating the millions of illegals in this country: $451 billion [latest House estimate] Total cost of a border wall: $15 billion This is not a crisis. This is by design.
Theodore Roosevelt on immigration: “We should insist that if the immigrant who comes here in good faith becomes an American and assimilates himself to us, he shall be treated on an exact equality with everyone else, for it is an outrage to discriminate against any such man…
This is the worst mindset to have. When attacked, the US response should be disproportionate, overwhelming, and in service to our strategic interests whenever possible. A critical component of deterrence is instilling fear in your enemies. This won't accomplish that.
This is the worst mindset to have. When attacked, the US response should be disproportionate, overwhelming, and in service to our strategic interests whenever possible. A critical component of deterrence is instilling fear in your enemies. This won't accomplish that.
Graphene @Graphene6
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eliza @eliza384663
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Imran Lakha | Options.. @options_inslght
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Lance Breitstein 🇺.. @TheOneLanceBw
11 Followers 370 Following Ex-Trillium Top PnL 8-Figure Trader I turn good traders into greats & greats into 1) s Advisor: @SMBCapital Founder: @Impact_Comp|https://t.co/l1IqBkRFA6
Lance Breitstein 🇺.. @theonelanceBB1
320 Followers 1K Following Ex-Trillium Top PnL 8-Figure Trader I turn good traders into greats & greats into 🐐s Advisor: @SMBCapital Founder: @Impact_Comp | https://t.co/bsv8IgX5pv
Michael Burry Stock T.. @burrytr1acker
91 Followers 3K Following Pelosi Tracker @PelosiTracker Buffet Tracker @BuffetTracker Powered by @joinautopilot_ Download Autopilot to invest alongside Burry's portfolio
Lance Breitstein 🇺.. @TheOneLanceBprv
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Barbara @nickles53barbar
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Le Shrub Blow-Off Top.. @aggnostoxx
23 Followers 3K Following Founder and CIO of a $1 Trillion Hedge Fun. Account for entertainment purposes only. Explicit language
Mary @hooker_mary17
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InvestAnswers💎 @investansweris
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Angie G @MomAngitradezs
331 Followers 692 Following Investor | Trader | Married Mom of 3 ISTSLA / Not in Epstein's Blackbook | Spelling Bee Qualifier 1992 | | like my water like Kyrie Irving likes his Earth, Flat
Heisenberg @Mr_Derivatjves
213 Followers 5K Following Stock Market Commentary. Long/Short Ideas. Technical Analysis. Occasional Rants. Sprinkle of Humor. Not Financial Advice. Happy Trading!
Andrew Mossman @laser_eyed_maxi
216 Followers 121 Following Financial Controller - @CormintInc One night a wild young cowboy came in, wild as the West Texas Wind
Karl Domm @KarlDomm
396 Followers 7 Following The only PROVEN consistently profitable options Instructor on YouTube. I share my P&L! Learn how I trade. https://t.co/jbnQP1AWdp
NMI @NMinvestments
10K Followers 169 Following Stock Market Analysis and Commentary. Stock and Options Trader. Sub to Discord for Investment Ideas and NMI Trading Community ! NOT A FINANCIAL ADVISOR
Javier Blas @JavierBlas
296K Followers 1K Following Energy and commodities columnist at Bloomberg. Co-author of the 'The World for Sale' https://t.co/GAcVleqiqp Any views expressed are my own. [email protected]
QE Infinity @StealthQE4
54K Followers 968 Following Healthcare sales, Investor and son of a credit trader. Macro and bond thoughts. Some Parody fun. Not investment advice.
Value Investor's Edge @Shipping_VIE
10K Followers 95 Following We provide research on publicly traded #shipping and #energy firms. Follow us for the latest updates on Tankers, LNG, LPG, Dry Bulk, Containers, Offshore, Etc.
Marhelm @MarhelmData
11K Followers 159 Following Shipping data, commodities, and trade flow analysis. We provide a data platform, private discord, and weekly report. Made by investors, for investors.
Chris Shipping 🚢�.. @christankerfund
13K Followers 221 Following CPA - Sr Director / Gym / Chocolate Lab dad / Avid Investor / USA Shipping focused - Tankers, Bulk, Containers, LPG, LNG; and Energy related equities
Auron MacIntyre @AuronMacintyre
158K Followers 608 Following Host and columnist @theblaze, tapper of signs Pre-order the book: https://t.co/7aKw6RohuP
RandoLand.us @RandoLand_us
21K Followers 1 Following Mucking through .gov so you don’t have to. Not responsible for increased blood pressure. Donate at https://t.co/RhpJmeO8SN
Richard Hanania @RichardHanania
97K Followers 221 Following President, @CSPICenterOrg. Former @UTAustin, @ColumbiaSIPA. Post pictures from books. Subscribe at https://t.co/32YL6Mtg2D
Michael Wells @mwellshalophile
2K Followers 4K Following Microbiologist and runner. Interests: Se metabolism and bioenergetics. Mikrobiyolojistim ve koşucuyum. Selenyum metabolizm ve biyoenerjetik evrim araştırırım.
Christopher F. Rufo �.. @realchrisrufo
658K Followers 1K Following Working with @CityJournal, @ManhattanInst, @Hillsdale. NYT best-selling book: https://t.co/NPfoB06UwJ. Substack: https://t.co/nut2MvrkA4.
Vinay Prasad MD MPH @VPrasadMDMPH
287K Followers 4K Following Prof @ucsf, Physician-Scientist, IG @vprasadmdmph @vkprasadlab @plenary_session, YouTube, #vpzd podcast & @Sensible__Med; Views mine
Robert Duigan @uMarhobane
13K Followers 2K Following Political researcher | Editor @CapeIndy | videos: https://t.co/aNyDyZ8Kwh | blog: https://t.co/uIv7TG8u8A
Kelley K @KelleyKga
37K Followers 1K Following Fact checking public health and the media | "Check Your Work" Substack
Professor Eric Rasmus.. @erasmuse
5K Followers 438 Following Econ prof, 7th-grade math teacher, conservative; Fundamentalist, mainly; Uni '76, Yale '80, MIT '84. MFSA. Law & econ, game theory. Fiat justitia ruat caelum.
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John Sailer @JohnDSailer
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Trent Telenko @TrentTelenko
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Jennifer A. Frey @jennfrey
29K Followers 1K Following Dean Honors College @utulsa, fellow @HumanEcologyCUA, host @eudaimoniapod, academic advisor @CLT_Exam. Mother to many. Frequently argues w/ @FreyChristopher.
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i/o @eyeslasho
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Jeremy Carl @realJeremyCarl
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community notes viola.. @cnviolations
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Flipped on NPR for 10 seconds. I learned that Ron DeSantis’s effort to eliminate DEI is a ‘threat to our democracy’ and an effort to ‘devalue black America.’
I struggle with the @NYTHealth Why do they refuse to be balanced? "The paper no longer speaks to America, but rather an isolated pocket of OCD people in liberal, coastal enclaves." drvinayprasad.com/p/the-new-york…
The best indicator that Powell is losing control isn’t the CPI, PPI or even PCE… It’s Dogecoin getting revived. $DOGE
If you want to understand why cap-weighted passive indexing distorts market pricing and undermines market signals this is a fantastic interview. The case is pretty indisputable at this point, though I have no idea what the policy implications might be.
Thought this was an interesting chart from our interview with Mike Green that gets at why passive can cause distortions. Bigger companies have less elastic demand responses. Full interview youtube.com/watch?v=uz2qjv…
Really spirited debate at MIT last night including debating MITs vaccine and booster mandates. It would be terrific for more schools to debate their flawed policies, which continue to this day
@penny_ether It’s a wink and a nod to the legend himself, @officialmcafee who tweeted this at 16.6k in 2017
Saw this job post You need an MD And/ PhD and you make 70k in New York. That's truly rock bottom. Hahaha
@Geiger_Capital you missed two important ones: 1. Patriotic Families realizing their sons and daughters are political pawns. We used to believe we were helping the world, now it’s not so clear. 2. The disaster that unfolded evacuating Afghanistan. 😭 totally avoidable
US Army is cutting 5% of the force due to the inability to recruit young men… Was it the constant foreign wars, firing soldiers for not wanting the Covid flu shot, or the drag queen recruitment videos? I guess we’ll never know.
When Republicans lost a House seat last night, bringing Democrats close to a majority, Trump gloated about it on social media because the GOP candidate didn’t praise him enough. All you can do is laugh at the party stupid enough to remain loyal to this man.
@NealDav80449822 There are a number of problems. Regarding paint… There are a lot of new and fantastic environmentally friendly paints out today but the Navy won’t approve them so we are stuck with the old crappy eco friendly paints
I just entered the largest position ALL YEAR SHORT $SPY $SPX AT 493.15 You all can make fun of me now if I get smoked because I legit have a big short position now. I stand to lose a lot here. I am confident in my research and analysis. The market is completely over cooked.
@Geiger_Capital The policies pushed by legislators and special interests would be literally inconceivable to either major party - even 20 yrs ago, let alone the founding fathers. We’re watching the collapse happen in real time.
They’re taking our money via taxes and literally just giving it to illegal immigrants… Founding Fathers would have grabbed their guns and overthrown the government.
NYC launches $53M program to hand out pre-paid credit cards to migrant families trib.al/rndsmFm
@visegrad24 These guys are so proud of October 7, what Israel 🇮🇱 is doing with them is pure justice.
@TrumpRussiaTies @JeffFisch WOW some people dont read anything... the US systems (you have pictured) are known to be stationary in kyiv. the GERMAN system are about 1/2 that big... you need about 5 min set up from start to fire... outriggers out launcher up data link established.... ready to fire... its…
@secretsqrl123 @JP_Quixote @JeffFisch Not only that but the trap was allegedly set by using an S300 radar signature to fool the russians. They have integrated their Soviet equipment with the western ones. Now that’s something too.
@WillyPete300 @secretsqrl123 @JeffFisch There are two great mistakes that are being made during this war by the west. First is slow deliveries in sufficient quantities of the right types of weapons. The second is underestimating the capabilities of Ukrainians…
I challenged dozens of 🇷🇺 supporters on the 65 🇺🇦 POWs with a $50 bet. 1 took the bet. ONE. Now, bets are closed. Frankly, I don’t know who was on the Il76. But I know 🇷🇺 crap propaganda… and clearly so do 🇷🇺 trolls. Their lack of conviction tells you all ya need to…
Paypal, $PYPL, CEO said he would shock the world on Jan 25th. Today, they released some AI features and the chance to earn cash back through the PayPal app. The stock is down 3%, and falling currently.
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