LoneStocks

Mostly low liquidity stocks or overall cheap markets or sectors. Bias is toward growth. Own ideas are few and far between.

[LoneStocks @LoneStocks]

@BluthCapital It decreases the likelihood that they'll be able to attract new AUM though, no?

[LoneStocks @LoneStocks]

@evfcfaddict

[LoneStocks @LoneStocks]

@BuffaloBillCo "They" might not have a say in this. There are already open weights models that are incredibly good.

[LoneStocks @LoneStocks]

@Investor_NICK_ My guess is that it works as a hedge against Weimar style inflation, which given ballooning deficits is possible now

[LoneStocks @LoneStocks]

@MorningBrew Do you feel in charge?

[LoneStocks @LoneStocks]

@MarginCall4 @yieldsearcher EV switch can't happen this fast at national scale

[LoneStocks @LoneStocks]

@LivingITMoney @MichaelPBento Anticipating some Iran action?

[LoneStocks @LoneStocks]

@MichaelPBento Awful close, first time in a long time when buying the dip failed spectacularly. Think we have a continuation on Monday?

[LoneStocks @LoneStocks]

@MichaelPBento Amazing, call. Nailed it!

[LoneStocks @LoneStocks]

@FocusedCompound Did you actually have a position so far OTM?

[LoneStocks @LoneStocks]

@INArteCarloDoss It's Powel's market!

[LoneStocks @LoneStocks]

@EagleEyes1300 @rickjeff78 That would be a shocking reversal. Possible, but low odds IMO. That 30Y looks awful.

[LoneStocks @LoneStocks]

@DeItaone Nuclear dust lol

[LoneStocks @LoneStocks]

@BurggrabenH Drone warfare changed the game. The bypass via Fujairah is meaningless. Iranians could easily harass ships attempting to load oil there. At a very low cost, too.

[LoneStocks @LoneStocks]

@rickjeff78 @Yyc81M93127 Yup, filing could be stale by now.

[LoneStocks @LoneStocks]

@krebsiii91 @AlessioTMAD @fettucinecapone Even if he tries to bow to Iran, why would they open the strait if he shows weakness? Iran would want sanctions lifted, compensation for the war, etc.

[LoneStocks @LoneStocks]

@MichaelPBento Elite level meme

[LoneStocks @LoneStocks]

@ekwufinance Highest estimates I've seen were 1.1-1.2 bn. Any source for the 2bn figure?

[LoneStocks @LoneStocks]

@thatguyfausi @MichaelPBento You mean g2r?

[LoneStocks @LoneStocks]

@Greenbackd All I see is that there's room to go higher still. No way we don't blow a bigger bubble this time around.