FatDragonBall

[FatDragonBall @Fatdragonball]

@WillBiddy_ The trimming winners one hits hard. I held onto a stock way too long just because it was my first big winner, ended up giving back half the gains.

[Will Biddy @WillBiddy_]

Retail investors biggest downfalls:

-Borrowing Conviction

-Not enough research

-Trying to time the market/stock

-Not being long-term oriented enough

-Mistaking growth for a moat

-Investing into things they use blindly

-“Don’t trim your winners” This is a reference to business fundamentals not stock charts

-Covered Calls + Cash Secured Puts kill long term returns

-Taking risks thinking it causes outperformance

-Margin

What did I miss?

[FatDragonBall @Fatdragonball]

Everyone's all-in on the OpenAI gamble right now:
$ARM $NVDA $ORCL

[FatDragonBall @Fatdragonball]

Blackstone, Apollo, KKR… still holding up while everything else is down 3-5%.

They're the ones keeping the SPV Ponzi going.

For the selloff to really hit hard, bonds need to bear steepen and these private guys need to take a big punch. Otherwise, the market will just boun

[FatDragonBall @Fatdragonball]

Just accessed my port 💻 Let's see what's inside!

[FatDragonBall @Fatdragonball]

Big news: South Korea's stock market just halted after dropping 8.4% right at the open.

[FatDragonBall @Fatdragonball]

@KobeissiLetter Wonder what happened around the 70s and 80s to start this slide. Policy changes or just globalization catching up?

[The Kobeissi Letter @KobeissiLetter]

American works are taking home a smaller percentage of corporate profits than ever before.

Employee compensation as a % of corporate GDP has fallen to ~54%, the lowest since records began in 1948.

In other words, workers are receiving ~54% of the income generated by corporations, while the remaining ~46% goes to profits, interest, taxes, depreciation, and other corporate income components.

At the same time, US corporate profits as a % of GDP are up to ~11.5%, the highest on record.

Since 2001, employee compensation as a % of corporate GDP has declined -10 points.

Over the same period, the corporate profits proportion of GDP has doubled.

Workers are keeping less of what they produce than at any point in history.

[FatDragonBall @Fatdragonball]

The stock market lets regular folks grow crazy wealth over time 🚀 It's not just for the rich—anyone can jump in and build something real.

[FatDragonBall @Fatdragonball]

@unusual_whales 3.4 trillion in 15 years? That's some serious optimism, but I guess if anyone can pull it off, it's them.

[unusual_whales @unusual_whales]

Morgan Stanley says SpaceX revenue to hit $3.4 trillion in 2040.

[woodwood @Woodwood1015]

Nasdaq dipped a bit as Broadcom dropped, but the Dow hit a new record close. 📉📈 #marketwrap

[FatDragonBall @Fatdragonball]

@ppp_6_lot Trillion-dollar hype sounds great on paper, but the timeline for that kind of growth in semis is usually a lot longer than people expect.

[FatDragonBall @Fatdragonball]

@brittneymae99 Always interesting to see the winners, but feels like a narrow list while the broader market still looks shaky.

[FatDragonBall @Fatdragonball]

@ruri_mizuki Guess the sentiment shifted hard. Five straight weeks is a pretty clear signal people are looking elsewhere.

[FatDragonBall @Fatdragonball]

US stocks wrapped up the day mostly in the green 🟢🟢🟢🔴

[FatDragonBall @Fatdragonball]

@hskzgame Bold call. I remember when they said gold would hit $5k a few years back and it took way longer. Still, silver has room to run if inflation stays sticky.