Bagholder Capital

Momentum Trader, Investor, Sports fan, bulldog apologist

[Bagholder Capital @David_Doran7]

@SkeleCap I have so many thoughts on this, but I'll leave it like this. The "I told you so's" are going to be terrible because we are all going to lose...hope I'm wrong

[Bagholder Capital @David_Doran7]

@akramsrazor Live by the substack bubble, die by the substack bubble.

[Bagholder Capital @David_Doran7]

@insane_analyst

[Bagholder Capital @David_Doran7]

@ResearchQf I’m staying, you been very generous with your thoughts

[Bagholder Capital @David_Doran7]

@citrini @RunPlutus I have questions about this. Do the baskets rebalance every time Citrini rebalances the baskets? How does implementation work with baskets that stocks from different countries? Do you round out the exposure when their exchanges open??

[Bagholder Capital @David_Doran7]

@citrini @RunPlutus Been waiting for something like this!

[Bagholder Capital @David_Doran7]

@dampedspring Only those in the inner circle win in Corruption Capitalism. Hence VEU >SPY since the inauguration

[Bagholder Capital @David_Doran7]

@dampedspring DInner money in this economy is:

[Bagholder Capital @David_Doran7]

@fabknowledge It's only degrossing if people are forced to unwind positions, not if they are reavaluating the earnings growth trajectory.

[Bagholder Capital @David_Doran7]

@FusionptCapital Put it in the Louvre

[Bagholder Capital @David_Doran7]

@TheShortBear Everybody in this admin is going to get tarnished with the trump stink. Like Kamala with Biden

[Bagholder Capital @David_Doran7]

@SkeleCap This isn’t even what I use Bloomberg for.

[Bagholder Capital @David_Doran7]

@dampedspring Market spinning around trying to price the probability of the left tail vs the stupidity of our leaders.

[Bagholder Capital @David_Doran7]

@TheShortBear We(not me) elected morons to run the country.

[Bagholder Capital @David_Doran7]

@Citrini7 The last time oil was going parabolic and payrolls were shrinking was......2008. So that's fun

[Bagholder Capital @David_Doran7]

@PythiaR They owe a lot of people apologies.

[Bagholder Capital @David_Doran7]

@CommerceGov @ResearchQf Nice way to scoop up some weekly options….anything for a buck

[Jeff Davies, the Energy OG @EnergyCredit1]

tbf points is kind of silly, 1000 pt drop under obama would have been bigger % given dow has grown since then

[Bagholder Capital @David_Doran7]

@dampedspring I now understand why people become gold bugs as they get older

[Bagholder Capital @David_Doran7]

@dampedspring We're stuck in a debt loop. Reduction in deficit means lower asset prices which means all those homes bought over the last 6 years will be underwater which means etc etc. With policy makers like this who needs enemies.