Themistoklis Momus | Macro

Free thinker on macro, gold & silver.
Numbers and actions over utopias.
Markets • Incentives • Control • Reality

[Themistoklis Momus | Macro @MomusMarkets]

Most people think markets are free because prices move.

I think prices move because power needs them to.

This account is about reality over narrative.

Macro • Metals • Incentives • Control

Follow if you care about how the system really works.

[Elon Musk @elonmusk]

Iliad (Troy) trailer made by Grok Imagine 1.5, which was just released

[Themistoklis Momus | Macro @MomusMarkets]

@elonmusk Plot twist: the AI remembered Achilles wasn’t a modern Hollywood casting choice.

[Themistoklis Momus | Macro @MomusMarkets]

@elonmusk For once, ancient Greeks look like Greeks.
Not Scandinavians. Not random modern stereotypes. Just Greeks.

[Themistoklis Momus | Macro @MomusMarkets]

@elonmusk What impressed me most wasn’t the visuals.
It was that the characters actually looked like Mycenaean Greeks instead of generic Hollywood Vikings, Asians or modern stereotypes.
That’s a surprisingly hard detail to get right.

[Themistoklis Momus | Macro @MomusMarkets]

@MichaelAArouet Europe didn’t become poor.
It chose regulation over innovation and redistribution over growth.

#Investing #Europe #Stocks #AI #Nvidia #Capitalism #Economy #SP500 #Markets #Innovation

[Themistoklis Momus | Macro @MomusMarkets]

@ThierryBorgeat The hardest part of investing isn’t finding the right company.
It’s looking wrong for years while everyone else looks right.

#WarrenBuffett #Investing #ValueInvesting #BerkshireHathaway

[Themistoklis Momus | Macro @MomusMarkets]

@GuyTalksFinance This is why my core portfolio is ETFs.
Individual stocks are for opportunities.
Index funds are for wealth.

[Themistoklis Momus | Macro @MomusMarkets]

The biggest retail advantage is time.
Institutions are judged quarterly.
You can think in decades.

#Investing #ValueInvesting #Compounding #WealthBuilding #LongTermInvesting

[Themistoklis Momus | Macro @MomusMarkets]

High valuations reduce future returns.
They do not tell you when to sell.

[Themistoklis Momus | Macro @MomusMarkets]

@QCompounding Private Equity buys cash flows.
Venture Capital buys possibilities.

[Themistoklis Momus | Macro @MomusMarkets]

@Sajwani A trillion-dollar reminder that consistency beats prediction. Every. Single. Time.

[Themistoklis Momus | Macro @MomusMarkets]

@FT A trillion-dollar monument to the power of compounding and the inability of most people to leave their portfolio alone.

[Themistoklis Momus | Macro @MomusMarkets]

@FT Every market crash, recession, war and panic ultimately became another buying opportunity for disciplined investors.
$1 trillion is the result.

[Themistoklis Momus | Macro @MomusMarkets]

@FT Every monthly contribution looked insignificant.
Until they added up to $1 trillion.

[Themistoklis Momus | Macro @MomusMarkets]

@TedPillows You can manipulate interest rates.
You can manipulate statistics.
You cannot manipulate currency markets forever.

[Themistoklis Momus | Macro @MomusMarkets]

@KevRGordon @Dillon_Valdez This is why betting against the S&P 500 has been a widowmaker trade for decades.
Businesses keep finding ways to earn more from every dollar of revenue.

[Themistoklis Momus | Macro @MomusMarkets]

@business A $1 trillion S&P 500 ETF is a monument to a simple idea:

Most investors don’t fail because they lack information.

They fail because they lack patience.

Compounding rewards discipline more than brilliance.

[Themistoklis Momus | Macro @MomusMarkets]

@Barchart The market moved from greed to neutral.

Not because valuations got cheap.

Because sentiment changes faster than fundamentals.

[Themistoklis Momus | Macro @MomusMarkets]

@CNBC The AI boom may be real.

That doesn’t mean every AI stock is.

When investors start adding leverage to a crowded trade, the question stops being “Is the story true?”

It becomes “How much of that story is already priced in?”

[Themistoklis Momus | Macro @MomusMarkets]

The hardest part of investing isn’t finding great opportunities.

It’s having the temperament to hold them.

Most returns come from a handful of exceptional businesses.
Most mistakes come from impatience.

The biggest edge is often doing less, not more.