Mano Lex

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The US has removed Iran-related sanctions from the US Treasury's website.

The move comes amid reports that President Trump is aiming to announce a deal with Iran by the end of this week.

[Francis @ghostof_francis]

a nigga like me don't quit, so victory is certain

[NoLimit @NoLimitGains]

You should be positioned so that if the market drops 30% you have capital to deploy, and if it runs 30% you are still invested enough to benefit.

Prepared for both, worried about neither.

[NoLimit @NoLimitGains]

Just a reminder that the S&P 500 always finds its way back to the 200 week moving average eventually.

So either a meaningful correction or a multi-year melt-up (or some mix) is required.

I will leave it there before someone tells me I’m doom posting again lol.

Have a good day.

[Cassandra Unchained @michaeljburry]

Watch the long bonds. Treasuries pressured by AI's debt explosion, rising inflation vol, (per the great chart from @Bloomberg's Simon White). Basis Trade's shaky state, #oil back near 100, many factors, many charts. Not sure how much longer PE and PC can hold their breath.

[Mano Lex @Lex_Mano94]

@BCBacker Sentiment is about 50/50 IMO. Therefore there isn’t a currently a “herd” There’s a lot of people who bought this local bottom who have flipped bullish or remained bullish since October. Therefore it’s very hard 4 me to believe we’re at a cyclical low. Lows are usually one sided

[Doctor Profit 🇨🇭 @DrProfitCrypto]

$COIN: I have bought $1.1M worth of CoinBase Stock. Expecting a massive increase in value in the coming months!

It will play a key role in the next financial tokenized market. I’m betting big!

[Mano Lex @Lex_Mano94]

If we always bottom In Q4. Why expect anything else?

[Blockchain Backer @BCBacker]

More people think we have to go lower.

The crowd will always be wrong footed at the actual low.

[NoLimit @NoLimitGains]

If your stock is down 20% in the last 12 months while the S&P is up 20%, you are not down 20%. You are down 40%.

Only a handful of people understand this.

[CryptoCondom @crypto_condom]

I hold 3 primary stocks in my portfolio which I consider generational "make it" trades: $LPTH, $BB and $ABCL.

By limiting the number of large positions, I can track these super carefully & often understand price action better than @Bloomberg .

For example: check out this BBG story on @BlackBerry...they note no catalysts but if you follow the stock closely (or follow my research)...you'd know that $BB is re-rating due to:
👉 Unexpected disclosure of $BB QNX back revenues at the CIBC conference where the CEO noted "“And this past year, we put in twice as much as we took out.” (current backlog is $950M)
👉Good circumstantial evidence that a direct government equity investment in $BB as part of the "Canada Strong Fund" is likely to be announced

FYI $BB is up 8% in premarket today after rising 18% on Friday

[Autopilot @joinautopilot]

Breaking: President Trump just mentioned 2 new companies during his speech

• Eli Lilly $LLY
• Nokia $NOK

Remember what happened with Micron and Dell?

[Mano Lex @Lex_Mano94]

@Alejandro_XBT Lost decade basically?

[N.M.A @peculiarchichii]

Men who make money while staying faithful and present with their family can not be billionaires.

[Grey BTC @greybtc]

More than 4400 current and former employees will become millionaires today due to the SpaceX IPO.

Stop looking down on the 9 to 5.

[Gvido @cfc_gvido]

Cole Palmer's reaction still k*lls me to this day

[#HYFR @bxns_hyfr]

People talking about Monaco money when they’re the first person in their family tree to make over £2K a month. 😂

Most wealth is inherited. You’re building generational wealth from scratch and comparing yourself to people who started the game with cheat codes.

[Dr. Parik Patel, BA, CFA, ACCA Esq. @ParikPatelCFA]

Nasdaq is down 4% and we’re doing emergency bailouts of AI labs like it’s 2008

[NoLimit @NoLimitGains]

Nvidia just showed you where the smart money is going for the next decade.

[‏ً @omgsidewalks]

Adulting has stunned me into silence. I have no thoughts, no remarks and no commentary at the moment.