LowryLetter

Maps over noise. Cycles over narratives.
Born from Occupy. Sharpened by Bitcoin.
Watching the next empire fall.

[LowryLetter @LowryLetter]

Most people don’t lose money in crashes because they’re dumb.
They lose because they think the system is designed to protect them.

It’s not.

Here’s how I outplayed the last crash…and why the next one will be worse: 🧵

[Rudy Havenstein, Senior Markets Commentator. @RudyHavenstein]

Here's the June 1999 article StockCats is referring to:

"Do You Believe? How Yahoo! Became A Blue Chip:
A tale of how Wall Street and the rest of us learned to stop worrying and love an insanely valued Internet stock."
by Joe Nocerra

https://t.co/4pXfLzLwWc

[Simon Dixon @SimonDixonTwitt]

Up to you.

Debt is a tool of subordination, and you’ll need reserves available if you’re ever margin-called.

You also have to generate enough cash flow to service the interest on the loan, which makes you less sovereign, not more.

Again, it’s your choice.

I know many people who lost everything through leveraged structures that ultimately ended in Chapter 11, leaving them with a tax bill that finished the job.

That’s the debt trap they want you in.

I prefer sovereignty over leverage.

[HealthRanger @HealthRanger]

OPINION: If there were any real profit to be extracted from SpaceX, Anthropic or OpenAI at the offering valuations, do you honestly think they would allow the public RETAIL investors to have all that profit?

Not on your life. Insiders would gobble up all the shares and reap all the profits for themselves.

They aren't taking these companies public because they have angelic hearts and want to "spread the wealth" to the masses while reducing their own take-home wealth. They are taking them public because they need a new wave of bag holders so the insiders can cash out.

If you're buying these IPOs at retail, you're the bag holder. You're the sucker. The insiders are done frontrunning the entire scheme and YOU are their exit cashout.

The only real way to profit from IPOs these days is to be on the ISSUING side of the IPO, while talking up your bag so that the public masses line up to buy your overpriced shares.

[LowryLetter @LowryLetter]

@CorySwan @davidzmorris It is wild to me that the newbs know Saylor but don't know who Andreas Antonopoulos is

[LowryLetter @LowryLetter]

@chigrl

[Jim Bianco @biancoresearch]

President Trump has changed the narrative about interest rates to “higher is always bad for whatever reason,” and “lower is always good for whatever reason.” This is incorrect.

If rates go to 6% because of a strong economy, and see earnings and the low unemployment rate, this will be a good thing. If rates go to 6% driven by accelerated inflation, this will be a bad thing.

The why matters more than the level when it comes to interest rate rates.

But the worst thing is to use government and monetary policy to force them too low, and create speculative excesses. This results in malinvestment that often ends in tears.

[LowryLetter @LowryLetter]

@WhiteFrank5453 @SimonDixonTwitt The real ones remember

[LowryLetter @LowryLetter]

@Super70sSports The train also ran on time.

[LowryLetter @LowryLetter]

@CoffeeandaMike Unfortunate.

[LowryLetter @LowryLetter]

@TLDRbuybitcoin @Pledditor As a rule, I don't take financial advice from anyone sitting in front of a hollow core door.

[Nostra, House of Gold @Nostre_damus]

Michael Saylor's days are numbered. It’s only a matter of time before he suffers the same fate as Michael Saylor of the dotcom era.

[Don Durrett - goldstockdata.com @DonDurrett]

History is rhyming. In early 2008, MBS began to default, foreshadowing the crash in September.

[unusual_whales @unusual_whales]

"Stocks are partying like it’s 1999, but Americans haven’t felt this bad in 70 years," per WSJ

[LowryLetter @LowryLetter]

@TerryCarlsonII @MM_shakalaka @0xRuzy Watched it happen to a Gen X neighbor. He didn't get above water until 2021. Brutal.

[LowryLetter @LowryLetter]

@MM_shakalaka @0xRuzy Huge difference between older and younger Gen X. Lots of younger Gen X got destroyed by the 08 crisis.

[LowryLetter @LowryLetter]

@DonDurrett Subscriber here...always enjoy hearing what you think of btc and crypto (PMs too of course). Always interested in hearing your opinions on this Don.

[markgoodw.in @markgoodw_in]

you wont even know you are using them

[LowryLetter @LowryLetter]

@Guild_1775 @HistorianUSA1 Suze Orman used to recommend this years ago, it's good advice

[Jason Lewris @jasonlewris]

BREAKING - as of this morning, 12% of Florida's for sale homes are in active fire sale territory.

This means they have been sitting on market, the seller is actively cutting prices and increasing the frequency of those price cuts.

The pressure is mainly concentrated in Tampa and Fort Myers, where fire sales now top 30% of listings in some submarkets.

This means sellers cannot find buyers even though they want to.