Glass Lens Investment Research

BS Finance + MBA; Finance | Investment theses under articles | Long-term equity research (2–5yr) | Combining Psychology + Finance | Not financial advice. DYOR✝️

[Glass Lens Investment Research @GlassLensRes]

https://t.co/1H6GW2Zj38

[Glass Lens Investment Research @GlassLensRes]

$BRK.B

[Glass Lens Investment Research @GlassLensRes]

https://t.co/0jS77uPlRi

[Prompter @PromptLLM]

Opus 5.5 is telling you to play Poker

[Grant Cardone @GrantCardone]

We are entering the biggest real estate correction since 2008 and it will significantly bigger impacting multi family (apartments). All of this is driven by higher rates.

This correction will not include single family homes as half of all mortgages are fixed rates below 4%, so sellers may have desire to sell but no urgency to sell. On the other end large multi family institutions, developers and REITs who have debt maturing, or may be reaching the end of their fund life will be greatly affected.

If you ever dreamed of becoming a real estate investor now is the time to pay attention as this window will open and close very quickly.

[Glass Lens Investment Research @GlassLensRes]

@batagonx Insurance isn’t designed to be a pure positive EV play.

Whole life simply isn’t a good tool for most people outside of HNW individuals. However, the wealthier you get, the more utility whole life provides to you.

[Glass Lens Investment Research @GlassLensRes]

@davey_juice @invest091 Most publically traded companies would technically have a “moat” purely based on survivorship bias. The depth of that moat is the important part. Barrier to entry needs to be high for new entrants.

[Glass Lens Investment Research @GlassLensRes]

Bessent openly admitted to the risk of the carry trade unwind.

@leadlagreport was correct the whole time.

[Treasury Secretary Scott Bessent @SecScottBessent]

In her latest sciolistic letter to me, @SenWarren made it clear that she knows even less about foreign exchange markets than she does about banking.

What is equally shocking, but not surprising: not a single member of the media mob has a rudimentary-enough level of financial market literacy to spot her remedial error.

To reiterate: under @POTUS, the United States delivers for America’s trusted partners.

For a fuller explanation, I recommend Senator Warren take any entry level course in international finance for her and her staff, or I can personally give her a tutorial on Foreign Exchange for Dummies. Although I am not holding my breath, I hope her next letter will demonstrate that she has learned the difference between a currency purchase and a swap or a loan.

[Glass Lens Investment Research @GlassLensRes]

@invest091 Python+jupyter notebook+chatgpt is the ultimate combo everyone must know

[Barchart @Barchart]

JUST IN 🚨: Copper hits all-time high 📈 📈

[Glass Lens Investment Research @GlassLensRes]

Trump is algorithmically trading as the president of the U.S. and you still don’t own $IBKR

[MeidasTouch @MeidasTouch]

Trump reported a staggering 1,051 trades in his June financial disclosure. Here are two of the more curious ones:

— June 18: Bought $250K–$500K in Boeing, the same day the Navy awarded Boeing an $880 million contract for P-8A training systems.

— June 23: Bought $15K–$50K in SpaceX, the same day NASA recorded a $425.6 million award to SpaceX.

[Glass Lens Investment Research @GlassLensRes]

$DIS have a month Disney

[Glass Lens Investment Research @GlassLensRes]

https://t.co/NLtYOP2xnP

[Glass Lens Investment Research @GlassLensRes]

@BuildIntoTrains @Disney @Pixar

[Glass Lens Investment Research @GlassLensRes]

History doesn’t repeat, but it rhymes…

[🧬Maxpein🧬 @maximumpain333]

JBS, the world's biggest meat producer, in which BlackRock has a $334 million stake.

This isn't just a foreign company shipping meat into America. JBS has massive U.S.-based production. In 2025, its North American beef division generated $28.1 billion, while its U.S. pork division generated another $8.4 billion. JBS also owns about 82% of Pilgrim's Pride, one of America's dominant chicken producers.

Stop eating this s***, look at what they're doing!

Stop giving your children candy that comes from these same places.

[Glass Lens Investment Research @GlassLensRes]

Bessent when asked about the debt:

[Glass Lens Investment Research @GlassLensRes]

$CPER copper is also worth watching as a cheaper alternative to gold.

[Glass Lens Investment Research @GlassLensRes]

https://t.co/KuhxZmMLTJ

[Glass Lens Investment Research @GlassLensRes]

$DIS one of the only green tickers today. Big money moving in.

[Glass Lens Investment Research @GlassLensRes]

https://t.co/NLtYOP2xnP

[Glass Lens Investment Research @GlassLensRes]

$UNP hitting all time highs btw

[Glass Lens Investment Research @GlassLensRes]

https://t.co/K3cnqvmeRK

[Glass Lens Investment Research @GlassLensRes]

This Iranian War will turn out to be the greatest presidential blunder that causes the most catastrophic damage in the history of the United States.

Please tell me an example of another president who has made a more consequential error?

He chose to start an illegal foreign war, which has caused a global chain reaction of mayhem. Oil spiked globally, inflation resparked globally, Japan has now been squeezed, which is pressuring the carry trade in addition to our treasuries.

He may have started the chain reaction that pushes the entire world into either hyper inflation or a credit crisis.

[Geiger Capital @Geiger_Capital]

The 10yr yield couldn’t be clearer…

Bessent takes office vs. Iran War starts.
Complete trend reversal.

The Trump administration is sacrificing their own domestic agenda for a foreign war.

[Glass Lens Investment Research @GlassLensRes]

@unusual_whales Grow the money supply he means*

[Glass Lens Investment Research @GlassLensRes]

@BeardoTrader @jam_croissant Again, Warsh and Bessent were both acolytes of Druckenmiller…

[Glass Lens Investment Research @GlassLensRes]

Holy f

[The Kobeissi Letter @KobeissiLetter]

You can't make this up:

At 8:15 AM ET yesterday, the 10Y Note Yield was trading at 4.68% when the US Treasury announced it would be increasing bond buybacks to $4 billion.

The yield fell to a low of 4.63% as the US Treasury pledged to provide "liquidity support."

Exactly 24 hours later, the 10Y Note Yield is ABOVE levels seen prior to the announcement, at 4.71%.

It's going to take a lot more intervention to tame this beast.