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@CarnivoreTradrZ

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168
Following
1,331
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6,254
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Co-Founder, Trader, Analyst of ALL MARKETS (stocks, bonds, currencies, commodities, real estate and crypto) NOT ADVICE!

Joined July 2022
Don't wanna be here? Send us removal request.
@CarnivoreTradrZ
TraderZ
1 year
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@CarnivoreTradrZ
TraderZ
1 year
@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 (Iโ€™m done with that) BUT JUST KNOW THEY CHOSE THIS.
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@CarnivoreTradrZ
TraderZ
10 months
@GrantCardone @elonmusk Grant is the man Elon, you two really need to connect. Same core values ๐Ÿ’ฏ.
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@CarnivoreTradrZ
TraderZ
1 year
@iheartmindy @tomselliott @daxtonbrown Here is what you are missingโ€ฆโ€ฆ. It always was.
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@CarnivoreTradrZ
TraderZ
2 years
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
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@CarnivoreTradrZ
TraderZ
7 months
@saylor This man has executed the greatest trade of all time and very few people have figured it out yet.
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@CarnivoreTradrZ
TraderZ
23 days
@Martina @BillAckman @marinasmigielsk @KamalaHarris @realDonaldTrump Martina, pipe down. You are literally going to vote for the party that loves watching men pretending to be women beat women in sports.
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@CarnivoreTradrZ
TraderZ
7 months
@NorthmanTrader I heard there was an election this year too.
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@CarnivoreTradrZ
TraderZ
11 months
@TicTocTick Go long TSLA strictly based on this tweet. Iโ€™ll 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
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@CarnivoreTradrZ
TraderZ
2 years
NVDA is the next trillion dollar company. #StocksToBuy
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@CarnivoreTradrZ
TraderZ
5 months
@zerohedge Clue in everybody, we have a supply problem. We don't build enough affordable housing in this country. We haven't since 2008.
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@CarnivoreTradrZ
TraderZ
5 months
@KobeissiLetter Bogus GDP data and unemployment stats (of illegals in gig jobs) is masking underlying economic weakness.
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@CarnivoreTradrZ
TraderZ
10 months
@Mr_Derivatives Youโ€™ve clearly not traveled to many third world countries and through that much of America.
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@CarnivoreTradrZ
TraderZ
1 month
@Mr_Derivatives $30 billion here, $30 billion there. Elon must look at it through a non-economic lens that only a few could understand.
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@CarnivoreTradrZ
TraderZ
2 years
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
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@CarnivoreTradrZ
TraderZ
1 year
@il0venostalgia As a continuous piece of work from start to finish, easily the greatest album of all time.
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@CarnivoreTradrZ
TraderZ
1 year
@cullenroche Tell her to move to Mexico, cross the border illegally, and magically sheโ€™s in.
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@CarnivoreTradrZ
TraderZ
1 year
Most advanced AI in the market being used daily by consumers in a real time environment. Period.
@WholeMarsBlog
Whole Mars Catalog
1 year
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:
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@CarnivoreTradrZ
TraderZ
11 months
@economics The irony of a dude dressed like that talking about inflation canโ€™t be lost on anyone.
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@CarnivoreTradrZ
TraderZ
2 years
@zerohedge Is the Fed trying to bankrupt the Federal government?
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@CarnivoreTradrZ
TraderZ
2 years
@culturaltutor The Cultural Tutor is a breath of fresh air in the cesspool we call Twitter.
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@CarnivoreTradrZ
TraderZ
6 months
@TripleNetInvest Owning little cubicles in the sky is now a shitty a business.
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@CarnivoreTradrZ
TraderZ
2 years
@lloydblankfein From a different era of Wall Street. The good ole days. Back when the CEO of Goldman Sachs wasnโ€™t a DJ.
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@CarnivoreTradrZ
TraderZ
3 months
@mcuban Markโ€™s consistent blabber about irrelevant anecdotal โ€œParty Attributesโ€ is pretty pathetic. It is like he has conceded trying to make any other argument than labeling all Republicans these tired stereotypes.
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@CarnivoreTradrZ
TraderZ
1 year
@itscharliemar Being bearish always seems smarter. Understand that 90% of the time in the stock market it also probably means your wrong.
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@CarnivoreTradrZ
TraderZ
6 months
@TripleNetInvest Agreed. However, this advise wonโ€™t 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, canโ€™t be periodically invested in, and requires large amounts of upfront capital. It is a wealthy manโ€™s
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@CarnivoreTradrZ
TraderZ
2 years
@leadlagreport Iโ€™m declaring a top in yields hereโ€ฆ.Michaelโ€™s long awaited end of the world probably happened today. If so, itโ€™s time to get longโ€ฆโ€ฆeverything. #Bonds #StockMarket
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@CarnivoreTradrZ
TraderZ
4 months
@ElissaSlotkin Anybody that leads with โ€œdog momโ€ as their second description should not be allowed to be in a position of any authority in government.
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@CarnivoreTradrZ
TraderZ
8 months
@APompliano Western Civilization better start letting women know how valuable their willingness to bring children into the world is. Future depends on it.
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@CarnivoreTradrZ
TraderZ
1 year
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 โ€œvalueโ€ experts on FinTwit are super bearish. FAANG probably runs higher because of it.
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
1 year
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
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@CarnivoreTradrZ
TraderZ
2 months
@elerianm @johnauthers The bond market signal is all you need to know that it isnโ€™t noise.
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@CarnivoreTradrZ
TraderZ
8 months
@TodayInSportsCo Biff's got her waxed up and ready to go.
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@CarnivoreTradrZ
TraderZ
3 months
@HoopMixOnly @UncleDrewGB Could you imagine the mind games MJ would have played with Lebron?
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@CarnivoreTradrZ
TraderZ
8 months
@kashyap286 GE analysis is superb and spot on. Jack financialized one of Americaโ€™s 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
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@CarnivoreTradrZ
TraderZ
1 year
@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
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@CarnivoreTradrZ
TraderZ
1 year
There is definitely a bull market in diabetes. #DXCM
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@CarnivoreTradrZ
TraderZ
10 months
@elerianm Mohamed has used the words โ€œturbochargedโ€ and โ€œeye 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.
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@CarnivoreTradrZ
TraderZ
2 years
@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 wonโ€™t they admit it?
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@CarnivoreTradrZ
TraderZ
8 months
@NotChaseColeman MASA is the biggest Degen trader of all time. That guys risk tolerance is damn near infinity.
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@CarnivoreTradrZ
TraderZ
1 year
@historyinmemes Nothing else needs to be saidโ€ฆ.
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@CarnivoreTradrZ
TraderZ
2 years
@TaviCosta Natty gas concurs. Energy has bottomed.
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@CarnivoreTradrZ
TraderZ
2 years
@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 donโ€™t you stop thinking that rate increases will fix all our other policy screw ups. #Fed #recession
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@CarnivoreTradrZ
TraderZ
1 year
@ericnuttall The idea that his Royal Highness Prince Abdulaziz bin Salman Al Saud is โ€œthe Taylor Swift of Energyโ€ may perfectly incapsulate the state of Western Civilizationโ€™s intellectual discourse. When did we become so silly and blithe that we would compare the most important person in
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@CarnivoreTradrZ
TraderZ
2 years
@leadlagreport Donโ€™t overcomplicate it for those that arenโ€™t finance wonks and macro musers on twitter. If the $ doesnโ€™t stop going up itโ€™s going to blow up the current financial system. Or you can bet that it doesnโ€™t and go long stocks and shit meme coins.
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@CarnivoreTradrZ
TraderZ
1 year
@dryan310 David Ryan is one of Bill Oโ€™Nealโ€™s greatest students. Period.
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@CarnivoreTradrZ
TraderZ
5 months
@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
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@CarnivoreTradrZ
TraderZ
2 months
@Noahpinion You should travel more to the third world. Get a grip on reality for a few billion people.
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@CarnivoreTradrZ
TraderZ
10 months
@GrantCardone Listen to Grant, stay private and create a business model that canโ€™t be โ€œcancelledโ€.
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@CarnivoreTradrZ
TraderZ
10 months
@SJosephBurns The Global Financial System built on Fractional Reserve Banking. Why do people always say the dollar? Donโ€™t the realize that all the other governments of the world are running the same scam, just inferior versions of it?
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@CarnivoreTradrZ
TraderZ
2 years
@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
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@CarnivoreTradrZ
TraderZ
10 months
@markminervini Mark is probably the greatest individual trader of the last 30 years.
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@CarnivoreTradrZ
TraderZ
1 year
@leadlagreport Much respect for Michael and his work. Heโ€™s also entertaining as hell. Lead Lag is great shitโ€ฆ..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. Iโ€™ll be selling them.
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@CarnivoreTradrZ
TraderZ
2 years
@zerohedge We are approaching the end of the game.
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@CarnivoreTradrZ
TraderZ
2 years
@leadlagreport Keep up the good work Michael. Your tweets are thought provoking, analytical, and entertaining. You are definitely a man in the arena. However, Iโ€™m starting to think the Fed didnโ€™t get the memo and itโ€™s end of the world time. MREs and AMMO look like the best tickers.
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@CarnivoreTradrZ
TraderZ
1 year
@DougKass @tomkeene @business @andrewrsorkin @CNBC @nytimes Sam Zell was one of real estateโ€™s great tycoons in this country and this is the best they can do?
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@CarnivoreTradrZ
TraderZ
2 years
My mentorโ€™s phrase was you buy when the missiles are in the air. Either you are a genius or all your clients are dead.
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@CarnivoreTradrZ
TraderZ
2 years
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@CarnivoreTradrZ
TraderZ
2 years
@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, theyโ€™ll find something.
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@CarnivoreTradrZ
TraderZ
1 year
@Mr_Derivatives I tried this shit yesterday.
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@CarnivoreTradrZ
TraderZ
3 months
@adampnathan Start with cleaning up the crap off the streets and ending the open use of drugs in public.
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@CarnivoreTradrZ
TraderZ
7 months
@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.
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@CarnivoreTradrZ
TraderZ
2 years
@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
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@CarnivoreTradrZ
TraderZ
2 years
@RepRoKhanna Term limits for Senators and Representatives too seems like a winner as well.
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@CarnivoreTradrZ
TraderZ
7 months
@PaulMeloan @TripleNetInvest You forgot about the recent 4 billion windfall coming on the SPAC merger. And some other beautiful deals like this oneโ€ฆโ€ฆ
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@CarnivoreTradrZ
TraderZ
1 year
@elerianm @paulkrugman @nytimes In other words, economists collectively sayingโ€ฆ..
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@CarnivoreTradrZ
TraderZ
2 months
@QTRResearch Kind of like you calling for a bear market in stocks.
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@CarnivoreTradrZ
TraderZ
1 year
@hamids @fau1in @Tesla Soak it up haters. Once you have FSD on a long road trip, youโ€™ll never go back.
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@CarnivoreTradrZ
TraderZ
2 years
Stay Calmโ€ฆ
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@CarnivoreTradrZ
TraderZ
1 year
@his_eminence_j @unusual_whales I was always shocked by the lack of pushback by commercial real estate owner/operators. It was like they didnโ€™t fully understand what they were doing was literally going to destroy their asset base almost permanently.
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@CarnivoreTradrZ
TraderZ
2 years
@leadlagreport Too busy with their heads up their asses watching META with Cramer to notice the Russell 2k just put in 7 straight up sessions.
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@CarnivoreTradrZ
TraderZ
1 year
@dana_marlane Missing the boat on this one. A lot of bearish Elliot interpretations donโ€™t work on individual stocks.
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@CarnivoreTradrZ
TraderZ
2 years
@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
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@CarnivoreTradrZ
TraderZ
2 years
@freakinutz I think not.
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@CarnivoreTradrZ
TraderZ
1 year
@PeterLBrandt What does it matter? His answer for all investment questions is โ€œgoldโ€.
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@CarnivoreTradrZ
TraderZ
1 month
@real_bill_gross This has been going on since the beginning of rich parents and idiot sons.
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@CarnivoreTradrZ
TraderZ
1 year
@culturaltutor Twitter is the digital bathroom stall wallโ€ฆ.
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@CarnivoreTradrZ
TraderZ
9 months
@realEstateTrent The โ€œsystemโ€ is the worldwide fractional reserve banking system that destroys FIATโ€™s purchasing power. The โ€œsystemโ€ favors asset appreciation (thatโ€™s your strip malls bro) for the 1% at the expense of labor. The โ€œthemโ€ are politicians , central bankers and all those awful
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@CarnivoreTradrZ
TraderZ
2 years
@real_bill_gross Stick around Bill, there are some people here that appreciate you and your contributions to the industry.
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@CarnivoreTradrZ
TraderZ
1 year
@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.
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@CarnivoreTradrZ
TraderZ
9 months
@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
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@CarnivoreTradrZ
TraderZ
2 years
@ConsumersFirst @BlackRock Blackrockโ€™s under allocation to fossil fuels will be remembered as an epic blunder for the worldโ€™s largest asset manager. Finkโ€™s 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.
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@CarnivoreTradrZ
TraderZ
1 year
@WallStreetSilv How can you wear that outfit and not be evil?
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@CarnivoreTradrZ
TraderZ
2 months
@jimcramer Been in a TSLA that drives itself yet?
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@CarnivoreTradrZ
TraderZ
2 months
@elerianm Being poor is hard on the mind, body, and soul. Unsurprising.
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@CarnivoreTradrZ
TraderZ
7 months
@RJRCapital So different. Googleโ€™s an old innovator living off of cash cow search with mediocre products like Gemini AI total disaster vs. leading the leading AI company.
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@CarnivoreTradrZ
TraderZ
1 year
@BillAckman Political divisions are the basis of democracy. Only authoritarians believe that freedom of thought and choice are โ€œgrave threatโ€ to a countryโ€™s โ€œsafety and sovereigntyโ€. Authoritarians always love to offer you a little โ€œsafetyโ€ for your political uniformity and collectiveness.
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@CarnivoreTradrZ
TraderZ
1 year
@bastidererste @unusual_whales @his_eminence_j I hate to break it to you buddy but we do it everyday. Why donโ€™t 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 isnโ€™t everyone literally stopping what they are doing right now and
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@CarnivoreTradrZ
TraderZ
1 year
@il0venostalgia Before I put them in the dishwasher.
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@CarnivoreTradrZ
TraderZ
4 months
@PeterLBrandt That sort of thinking probably made you believe there would never be an Ethereum ETF either, but here we are.
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@CarnivoreTradrZ
TraderZ
11 months
@saylor Michael Saylor will become one of the richest men in the world. Heโ€™s 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
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@CarnivoreTradrZ
TraderZ
1 year
@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
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@CarnivoreTradrZ
TraderZ
7 months
@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).
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@CarnivoreTradrZ
TraderZ
1 year
@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 โ€œdamaging its own credibility than for taming inflation.โ€
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@CarnivoreTradrZ
TraderZ
8 months
@PeterSchiff Peter talking about what gold "should be doing" is funny. There is this thing called the "market" that sorts it all out.
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@CarnivoreTradrZ
TraderZ
2 months
@CryptoGodJohn Turks and Caicos, Grenada, or Costa Rica are family friendly.
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@CarnivoreTradrZ
TraderZ
2 years
@SJosephBurns Evidently a respectable waistline.
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@CarnivoreTradrZ
TraderZ
10 months
@TheLongInvest BABAโ€™s 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 โ€œcheapโ€ stocks like BABA. It
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