Flymarbles

I used to believe in miracles, now I just believe in myself. Hope is addictive - sober UP!

[Flymarbles @Flymarbles]

"It is literally true that millions come easier to a trader after he knows how to trade than hundreds did in the days of his ignorance"

(Lefèvre, *Reminiscences of a Stock Operator*).

[Investors.com @IBDinvestors]

Why you shouldn't buy late in a bull market. Get a sneak peek inside IBD's 2026 Founder’s Club and click here to unlock the full conversation: https://t.co/Tt4f3RL8Jq

[Brian Shannon, CMT ⚓️ @alphatrends]

Ken Griffin on Situational Awareness 15:15 -23:10
https://t.co/t5AacV4VFx

[David Barbato @DavidBarbato_]

The biggest lesson Howard Marks taught me:

In 2008, Oaktree was putting $450M a week into a market everyone thought was collapsing. I asked him how he made sure those investments would recover.

Here's what he taught me:

[Mario Nawfal @MarioNawfal]

🇴🇲 A rare pink dolphin spotted in Oman…

Like something out of Mother Nature's fever dreams. 🩷🐬

Writer: Marie

[Chamath Palihapitiya @chamath]

1% of companies represent 90% of AI spending.

Of that 90%, 80% of this spend are from unprofitable VC backed companies.

So, roughly, $0.70-75 of every dollar of AI spending right now comes from AI companies spending VC investment dollars.

As a result, the revenue quality in AI is currently poor. This happened in previous cycles as well, like cloud when early users of AWS were mostly venture backed startups.

The thing, though, is that before AWS could scale and pull thru GCP and others as legitimate cash machines, there were a few clearing events to sort out these brittle revenues.

This is the extrapolation of Ken’s point. We will need to transition from speculative AI spending to consistent, reliable spend that shows up in public market earnings reports.

This hasn’t happened yet because most of the breathtaking revenue growth comes from LPs investing in VC funds who then send it to startups.

[Flymarbles @Flymarbles]

@RockNRoLL_85 @mwebster1971

[Don Vandenbord @dvandenbord]

If you didn’t attend, the entire conference is being recorded & will be made available…WORTH EVERY PENNY. I’ve identified three concepts that will be worked into our process.

@RevereAsset will AWAYS be attending !

[Massimo @Rainmaker1973]

Bohemian Rhapsody live at Wembley on July 11, 1986: the greatest live version of this song.

[Ariel Hernandez @RealSimpleAriel]

Awesome conversation with @OliverKell_ today!

One of my biggest takeaways from Oliver was his discipline in staying focused on what he believes are the leading, most liquid stocks in the market.

Get familiar with their price action, be patient, and let them work.

He doesn't pretend to be perfect, nor does he need to be. He has a proven process that works for him over time, not every time.

And I think that's a lesson a lot of traders could benefit from. You don't need to trade everything. You just need to know what works for you and have the discipline to stick with it.

Thanks again for taking the time brother. The floor is yours anytime!

[Cem Karsan 🥐 @jam_croissant]

People starting to wake up…

Starting to see the end game I have been screaming about for almost a year & half now.

Now the question is, what are we doing about it?

[An Azanian @RetForever68]

You know Powell is the only one who genuinely actually wants to save the US through this particular monetary regime he is employing, problem is, it is basically starving the whole Military Industrial Complex war machine of cheap money to keep the war effort going.

This is not sustainable, high interest rates are good for an economy that is experiencing dedollarisation because it slows down the money printer and encourages deflation, but Trump and Co. don't agree.

If Powell goes, the next guy will lower the interest rates and hyperinflation will comes next.

[Ross Haber @RossHaber]

So far, the Nasdaq and S&P 500 have followed through powerfully on last week’s post-FOMC action following the Fed’s 25-basis-point rate hike. Both indexes closed higher Thursday and Friday, although they remained below key resistance.

On Monday, however, the Nasdaq and S&P 500 surged and closed near their highs as volume rose well above average, turning key resistance levels into new support.

More importantly, market leadership continued to broaden, supported by healthy rotation over the past several sessions as the market pushed higher. This is exactly what we want to see as the major indexes advance.

Memory names such as SNDK and MU continued to show strength after breaking powerfully higher from tight, sideways areas above key support within their current late-stage bases. Many leading semiconductor stocks also continued to advance, helping propel the Nasdaq higher.

Leading stocks across software, hardware, biotech/pharma/genomics, and other medical and healthcare-related groups also continued to act constructively and move higher. The same is true for many crypto- and AI-related names.

As long as the health and breadth of market leadership continue to improve, the market’s ability to move higher should improve as well. It's okay to continue adding exposure, but go slowly, use your progress—or lack thereof—as feedback, and never add exposure if you aren’t already making progress in the stocks you own.

The key is to remain patient and disciplined. Don’t chase stocks. Be selective, wait for your ideal setup, and let the market come to you.

[THE SHORT BEAR @TheShortBear]

This is the world's largest asset manager, overseeing over $15 trillion in total assets under management.

[Mike Webster @mwebster1971]

Rules Rules Rules…as Bill used to say

Webby Rambles On #90 Rules! Drops Saturday

Here are my rules that Bill dug back in 2000

[Brett Steenbarger @steenbab]

Here's the first in a series of posts teaching developing traders evidence-based techniques for mastering trading psychology. If the interest is there, I will begin free monthly webinars to help traders apply these methods to their specific challenges: https://t.co/kc5aFCHUbN

[Duckman1717 @duckman1717]

Good morning. Sharing this scan with my CAN SLIM folks. I got this screen from a pamphlet from Marketsmith back in 2013 that I have tweaked subsequently. I don't recall Abe's last name but there was this guy Abe who had a great screen that he shared. I have been using it for years and it absolutely finds monsters. Cheers and enjoy.

[Tim Ferriss @tferriss]

5. ​The Big Sick. If you’re looking for a very funny and smart movie, this is just what the doctor ordered (pun intended).

6. ​Isle of Dogs. A little bird told me this film is especially hilarious on edibles with 5–10mg of THC. I challenge you to watch the trailer and dispute this.

7. ​Vengeance. I loved this film and laughed so hard that I made people uncomfortable. Give it 10–15 minutes to really warm up.

[Alexi Lalas @AlexiLalas]

This was awesome when it happened in 1989…still is.