Jeffrey Alexander

Public equity research | Growth, value & tech compounders | Opinionated market analysis | NFA | Positions may change | DYOR

[Jeffrey Alexander @JeffAAlexander]

@DudeWhoInvests Well it went up about the same way all year

[Jeffrey Alexander @JeffAAlexander]

@FrankLuntz Soon will be seeing “market price” for a steak 🥩 on the menu

[Jeffrey Alexander @JeffAAlexander]

@SJosephBurns Isn’t the chart a lag indicator? The chart before me did not tell me to by Micron, Rocket Lab or Asts last year. Not saying it’s to be ignored but it’s one of many factors in play when determining investment

[Jeffrey Alexander @JeffAAlexander]

@TrendSpider What’s worse than dead money

[Jeffrey Alexander @JeffAAlexander]

They said the exact same thing about telephones in the 1870s–80s.

Early business lines cost $3–$7/month (real money when workers earned ~$1–2/day). Installation, wiring, and service added up fast. Most companies passed.
But the smart ones didn’t. They saw the edge: faster deals, instant coordination, fewer messengers, crushed competition. Within decades, phones went from luxury to must-have infrastructure.

AI today is the telephone of the 2020s. Expensive now? Yes. Worth it for those who move first? Absolutely.

The ones complaining about the price will be the ones asking ‘how did they get so far ahead?’ in five years.

[Jeffrey Alexander @JeffAAlexander]

@FirstSquawk https://t.co/c65dNgfs1J

[Jeffrey Alexander @JeffAAlexander]

The viral chart claiming “Top 1% now have more wealth than the entire US middle class” is eye-opening… but context matters.

Today’s US top 1% holds ~30% of wealth. High, yes.

England in the colonial era? Top 1% often controlled 50-70%+, with a tiny elite owning almost everything.

Colonial America was far more equal (~8% top 1% income share, abundant land, high wages for free settlers).
Modern US inequality looks bad by recent standards — but it’s nowhere near the rigid stratification of mother England.

[Jeffrey Alexander @JeffAAlexander]

The viral chart claiming “Top 1% now have more wealth than the entire US middle class” is eye-opening… but context matters.

Today’s US top 1% holds ~30% of wealth. High, yes.

England in the colonial era? Top 1% often controlled 50-70%+, with a tiny elite owning almost everything.

Colonial America was far more equal (~8% top 1% income share, abundant land, high wages for free settlers).
Modern US inequality looks bad by recent standards — but it’s nowhere near the rigid stratification of mother England.

[Jeffrey Alexander @JeffAAlexander]

@antibearthesis US Homes

[Jeffrey Alexander @JeffAAlexander]

US home sellers are delisting in droves rather than lower prices—just like Duolingo shareholders still anchored to that $540.30 all-time high.
Current reality? DUOL ~$109. Housing sellers refusing to meet the market.
Both groups: “My asset is worth what it was at the peak.”
Spoiler: Eventually, they’ll have to unload. Markets don’t wait forever.
Delistings at 5.8% (highest since 2020). Inventory rising. Buyers have leverage.
Same psychology as bagholders watching their stock bleed from the highs.

[Jeffrey Alexander @JeffAAlexander]

US home sellers are delisting in droves rather than lower prices—just like Duolingo shareholders still anchored to that $540.30 all-time high.
Current reality? DUOL ~$109. Housing sellers refusing to meet the market.
Both groups: “My asset is worth what it was at the peak.”
Spoiler: Eventually, they’ll have to unload. Markets don’t wait forever.
Delistings at 5.8% (highest since 2020). Inventory rising. Buyers have leverage.
Same psychology as bagholders watching their stock bleed from the highs.

[Jeffrey Alexander @JeffAAlexander]

@WatcherGuru @PeterSchiff Did he say anything about the last two weeks?

[Jeffrey Alexander @JeffAAlexander]

@jkirchick @joelpollak Insightful

[Jeffrey Alexander @JeffAAlexander]

History may not repeat but it does rhyme at times

Jim Cramer, 2010: “Tesla’s a sell, sell, sell. You don’t want to own this stock.”

[Barchart @Barchart]

SpaceX $SPCX needs to grow 600x over the next decade to justify its $1.75 Trillion IPO Valuation 🚨 No company has ever come close in the history of capitalism 🤯

[Bill Maher @billmaher]

A.I. has made college one big robot circle-jerk where students use A.I. to write papers and professors use A.I. to grade them.

[Jeffrey Alexander @JeffAAlexander]

@SJosephBurns Broadcom, hot jobs report and a dash of space x preparation

[Mac10 @SuburbanDrone]

It's June 1st and the war is now entering its fourth month because Trump has NO PATH to victory. If he capitulates to Iran's demands he looks weak to the GOP NeoCons. If he escalates he will be blamed for mass casualties and economic carnage. If he continues the blockade he will get blamed for inflation. This is why he's getting increasingly frustrated.

Here is where it gets interesting. Exxon and Chevron both said last week that oil will likely reach $150 between now and July. Meanwhile, the BOJ is planning a rate hike in mid June.

Which means that this year is now tracking 2008 1:1. In that year the highest oil price was hit in early July.

[Jeffrey Alexander @JeffAAlexander]

@CGInvesting10 They used the two magic letters AI

[Jeffrey Alexander @JeffAAlexander]

@StockMKTNewz Can only imagine how long she will hold before selling it for a new head scratcher

[Jeffrey Alexander @JeffAAlexander]

@Gubloinvestor Well said

Good markets are always transitory.

The only consistent call for 15 years: “Market will go down… eventually.”

[Jeffrey Alexander @JeffAAlexander]

@JunkWaxHeroes Used to get a free iTunes download