JM

Just here to learn from others and record some ideas.

[JM @JustinMorasch]

@badcharts1 @DzhivaD @Tarheel_Pete Thanks

[JM @JustinMorasch]

@badcharts1 @Tarheel_Pete I’m a member and I check June 14 posts and I still don’t see it. Can you help? Thanks.

[JM @JustinMorasch]

@LynAldenContact I’m super interested in investing if you guys are raising new capital. I can’t DM you, but feel free to shoot me a message.

[JM @JustinMorasch]

@twallyweb Nice! Hit me up this week when you’re free, I want to hear what you got cookin.

[JM @JustinMorasch]

Personal Journal: Starting to look interesting. Possible bottom between now and Nov 2026? Run to $3500 at minimum. Confirmed 9 & 13 among other indicators.

[JM @JustinMorasch]

@Hedgeye It’s automated direct indexing. Pretty common nowadays for UHNW individuals.

[JM @JustinMorasch]

@Barchart Note to self: Last time this occurred was a brief 1.3% inversion in 2005.

[Barchart @Barchart]

New House Prices have dropped below Existing Homes for the first time in history 🚨🤯

[JM @JustinMorasch]

@twallyweb @jakeclarkre @jerseymikes 😂You’re already past me bro, don’t set the bar so low. If I saw those arms trying to tie up, I’d be putting the gi on quick.

[JM @JustinMorasch]

@jakeclarkre @twallyweb @jerseymikes My guy been working the Thai clinch.

[JM @JustinMorasch]

@sabreappraisal @Pixpoppy @VigilantFox There is evidence. In Hillary’s leaked emails, Qatar, gifted $1 Million to the Clinton Foundation for Bill’s birthday. Publicly available info, look it up.

[JM @JustinMorasch]

@ShaneSAdams @nextbigfuture @CernBasher @elonmusk @chamath @ARKInvest @altcap @bradsferguson Ok, thanks, this makes sense now. Apparently your Grok is better trained than mine. I asked it to reconcile the valuation difference and it kept referring to the 10Q quote .

[Matt Lasky (maxxing) @MattLasky]

Lots of these culprits were new to the game multi family syndicators. We consistently advised on potential expense pressures not being able to be passed through directly.

Then there's this chart:

[Otavio (Tavi) Costa @TaviCosta]

Call me old school, but this scares the crap out of me.

None of us own enough hard assets.

https://t.co/OIJkJCSZcI

[Otavio (Tavi) Costa @TaviCosta]

Silver miners relative to gold miners appear to be on the verge of a significant breakout.

It doesn’t take a mathematician to recognize what happens when a business is selling metal for $75/oz while production costs remain closer to $15–20/oz.

These are the strongest margins this industry has ever experienced.

https://t.co/S7emky0bKp

[JM @JustinMorasch]

@twallyweb @davegordon14 🤣

[JM @JustinMorasch]

@MooseProductio2 @MarcScottEmery @spencerpratt What value would you put on the opinion of someone chiming in from Thailand, regarding the local city politics of Antwerp, Belgium?

[JM @JustinMorasch]

@ProfFahdKhan @BarrySilbert I don’t have a personal thesis on TAO yet, but I am interested. Ultimately, it always comes down to model assumptions, so I had AI scrutinize your assumptions. Your work is interesting, thanks for sharing. Here is the lazy AI rebuttal if it helps:

https://t.co/S1nuPMIMP1