@unusual_whales
@his_eminence_j
The cities that embraced the lockdowns the most effectively chose to destroy their downtown areas and local commercial real estate markets. Debate the validity of the choice (Iโm done with that) BUT JUST KNOW THEY CHOSE THIS.
Semiconductor stocks are demonstrating relative strength and are coming off a historic drawdown. Chips are the lifeblood of the digital world. Look for the strongest names underneath the ETF SOXX. Come to Carnivore we can help you find next cycles big winners.
#StocksToBuy
@TicTocTick
Go long TSLA strictly based on this tweet. Iโll be back in a few weeks to post a chart of it at 260. Tim Cook is about as good as a leading indicator on TSLA as he is at innovating new product.
#TSLA
I think the higher yield trade has now gone parabolic and must stop. If it does, stocks should rally hard. Look for names demonstrating relative strength and in strong sectors.
#StockMarket
Tesla Full Self-Driving Beta 11.4.1 is good enough that I believe it's now time for those who doubted Tesla's FSD strategy to admit they were wrong.
Watch in 4K:
@mcuban
Markโs consistent blabber about irrelevant anecdotal โParty Attributesโ is pretty pathetic. It is like he has conceded trying to make any other argument than labeling all Republicans these tired stereotypes.
@TripleNetInvest
Agreed. However, this advise wonโt help 90% of Americans who will never have the capital to get in the game. It is negative cash flow, typically must held for long periods, canโt be periodically invested in, and requires large amounts of upfront capital. It is a wealthy manโs
@leadlagreport
Iโm declaring a top in yields hereโฆ.Michaelโs long awaited end of the world probably happened today. If so, itโs time to get longโฆโฆeverything.
#Bonds
#StockMarket
@ElissaSlotkin
Anybody that leads with โdog momโ as their second description should not be allowed to be in a position of any authority in government.
@APompliano
Western Civilization better start letting women know how valuable their willingness to bring children into the world is. Future depends on it.
The amount of shit Tom Lee has taken on FinTwit while being right is staggering. From what I can tell, most of the piker traders, macro prognosticators, and โvalueโ experts on FinTwit are super bearish. FAANG probably runs higher because of it.
For those recession callers, keep in mind there is an "expiration date"
- incoming data supports "soft landing"
- that is benign for stocks
- when is someone a "perma-recessionist" aka permabear if a recession does not materialize?
PS: we are "soft landing" camp same as
#JPOW
@kashyap286
GE analysis is superb and spot on. Jack financialized one of Americaโs great industrial companies and ran it into the ground. Awarded for it all the way. Well done. Big tech comparisons kinda unconvincing though. Comparing AMZN or NVDA or big tech with their pristine balance
@elerianm
It has always been this way Mohamed. The WP Carey SOB study assessed compound returns to over 64,000 global common stocks from 1991 to 2020, showing that the majority, 55.2% of U.S. stocks and 57.4% of non-U.S. stocks, underperform one-month U.S. Treasury bills. Further, the
@elerianm
Mohamed has used the words โturbochargedโ and โeye poppingโ to describe the decline in yields. For an academic who follows the Fed and bond markets, the use of such words and phrases is significant. Take note layman. What happened yesterday was significant.
@WallStreetSilv
The thing is that almost every Western government helped to create the inflation crisis by artificially sustaining demand during a time when supply was artificially constrained because of lockdowns. Why wonโt they admit it?
@LHSummers
@paulkrugman
I am dissapointed by academics who think 2% inflation is realistic after the destruction of every supply chain, the war in the Ukraine, and free COVID helicopter money. Why donโt you stop thinking that rate increases will fix all our other policy screw ups.
#Fed
#recession
@ericnuttall
The idea that his Royal Highness Prince Abdulaziz bin Salman Al Saud is โthe Taylor Swift of Energyโ may perfectly incapsulate the state of Western Civilizationโs intellectual discourse. When did we become so silly and blithe that we would compare the most important person in
@leadlagreport
Donโt overcomplicate it for those that arenโt finance wonks and macro musers on twitter. If the $ doesnโt stop going up itโs going to blow up the current financial system. Or you can bet that it doesnโt and go long stocks and shit meme coins.
@KobeissiLetter
For five of the past six weeks, the level of initial jobless filings totaled exactly 212,000. Given a labor force that is 168 million in total, achieving such stasis seems uncanny. Yet that is what the figures released each week say. The consistency has raised a few eyebrows. The
@SJosephBurns
The Global Financial System built on Fractional Reserve Banking. Why do people always say the dollar? Donโt the realize that all the other governments of the world are running the same scam, just inferior versions of it?
@BeckyQuick
Becky is the glue of that CNBC Squawk Box morning crew. Could you imagine listening and watching Andrew Ross Sorkin and Joe Kernen without Becky there to shut them up? She grounds the show daily.
#CNBC
@leadlagreport
Much respect for Michael and his work. Heโs also entertaining as hell. Lead Lag is great shitโฆ..but the probability of NVDA retracing all of this year is approaching zero.
Feel free to load up on some deep out of the money puts. Iโll be selling them.
@leadlagreport
Keep up the good work Michael. Your tweets are thought provoking, analytical, and entertaining. You are definitely a man in the arena. However, Iโm starting to think the Fed didnโt get the memo and itโs end of the world time. MREs and AMMO look like the best tickers.
@DU09BTC
@KimDotcom
@binance
I think you are assuming that Binance actually had to do something wrong before the US Government decides to go after them. I can assure you that is not the case. I believe CZ is the cleanest shirt in a dirty industry, but when the US Gov. decides to dig, theyโll find something.
@PeterLBrandt
Mostly agree. Long stocks is the most underappreciated dollar hedge in the world. Oil though on an inflation adjusted basis is cheap. Gold appears to be poised to resume its traditional role as a dollar hedge, but BTC is stealing the show.
@leadlagreport
Think more like a bungee jump on TLT Michael. The potential energy of the bungee cord depends on how much the cord has been stretched, i.e. the bungee cord has more potential energy when it is stretched out.
#Bond
#ETFs
@PaulMeloan
@TripleNetInvest
You forgot about the recent 4 billion windfall coming on the SPAC merger.
And some other beautiful deals like this oneโฆโฆ
@his_eminence_j
@unusual_whales
I was always shocked by the lack of pushback by commercial real estate owner/operators. It was like they didnโt fully understand what they were doing was literally going to destroy their asset base almost permanently.
@leadlagreport
Sh$t meme coins with Dogs on them as their principle investment thesis are rallying after hours. Even the one with a quadrillion outstanding. Is that hawkish price action?
#dogecoin
#SHIBARMY
@realEstateTrent
The โsystemโ is the worldwide fractional reserve banking system that destroys FIATโs purchasing power. The โsystemโ favors asset appreciation (thatโs your strip malls bro) for the 1% at the expense of labor. The โthemโ are politicians , central bankers and all those awful
@LHSummers
@biancoresearch
@federalreserve
Have you been listening to El Erain, Proff Seigel, the bond kings (current and former) Bill Gross or Jeffrey Gundlach? They all disagree. The transitory narrative was the WORST central bank call of the last 50 years. Now they are blowing it again by going too far.
@EconguyRosie
You are wrong, as there are a plethora of indicators empirically demonstrating that this market is broadening out. Do some more homework. Look at Zweig Thrust as an example. It is calculated by taking the 10-day moving average for the percentage of advancing stocks on the New
@ConsumersFirst
@BlackRock
Blackrockโs under allocation to fossil fuels will be remembered as an epic blunder for the worldโs largest asset manager. Finkโs obsession with ESG will be a trillion dollar mistake. Is the greatest allocator of capital of all time (Mr. Buffet) shying away from oil and gas? No.
@RJRCapital
So different. Googleโs an old innovator living off of cash cow search with mediocre products like Gemini AI total disaster vs. leading the leading AI company.
@BillAckman
Political divisions are the basis of democracy. Only authoritarians believe that freedom of thought and choice are โgrave threatโ to a countryโs โsafety and sovereigntyโ. Authoritarians always love to offer you a little โsafetyโ for your political uniformity and collectiveness.
@bastidererste
@unusual_whales
@his_eminence_j
I hate to break it to you buddy but we do it everyday. Why donโt you stop the world until we figure out a way to provide clean drinking water to the couple million kids that die from dirty water daily? Why isnโt everyone literally stopping what they are doing right now and
@saylor
Michael Saylor will become one of the richest men in the world. Heโs a visionary and will be remembered for executing what will be one of the greatest trades of all time.
Be a
Force
For Good
Michael!
#BTC
@wiggins2323
@unusual_whales
@his_eminence_j
I live in the south, and because of the way we handled the lockdowns (my kids were at the first public school in the country to reopen) our real estate markets are nowhere near this damaged in retail or office. The southern states did not embrace the pandemic lockdowns with the
@bgurley
@BillAckman
Standard practice of the parasitic legal profession. Never have so few, created so little, and been paid so much (outside of Wall Street bankers maybe).
@LHSummers
@federalreserve
Mohamed El-Erian has slammed Powell's Fed again, saying it'll be remembered more for the bad than the good. The central bank will likely be remembered more for โdamaging its own credibility than for taming inflation.โ
@TheLongInvest
BABAโs stock reflects the reality that the CCP can destroy any public company at anytime for any reason. Ask Alipay and Jack Ma (if you can find him) AWS is worth a couple trillion dollars by itself, while BABA is closing down AliCloud. Stop buying โcheapโ stocks like BABA. It