DannyOcean

[DannyOcean @Ocean11Danny]

@Drew4Investing @KrisPatel99 where i can listen to the discussion? thanks.

[Jack Farley @JackFarley96]

OUT NOW - Dan Krausz of Blue Door Asset Management on:

- global stimulus coming in 2026

- why the Fed won't pop AI (it will save housing)

- shortcomings of macro: not focusing on stocks

Apple🔊https://t.co/YXxNENQ3SS
Spotify📽️https://t.co/6149nIGQTv

[Paul Enright @pmje73]

In 2021, Mitchell Green from @LeadEdgeCapital said to me - this year will be remembered for the GPs that sold stock and distributed capital to LPs vs the ones that raised funds, called capital and made new investments. Was a wonderful observation i will never forget. Now feels similar in some ways.

[BuccoCapital Bloke @buccocapital]

Bessent not taking any shit from Pulte

[Clifford Asness @CliffordAsness]

@Island_XBT It seems this whack job actually believes this.

[Mezz @for_yield]

It can't be that bad, there's no way. *watches video*, holy shit what the hell was Blackstone thinking

[Win Smart, CFA @WinfieldSmart]

@42macroDDale https://t.co/PUZMT4EANt

[Wasteland Capital @ecommerceshares]

Remember December last year? People were “buying the dip” on tech stocks because some had fallen from 80x sales to 40x sales by then. The selloff had “gone far enough”. They told us $AMZN $META and $NFLX would never get that cheap again. Inflation was transitory.

🥹

[Carol Roth @caroljsroth]

A live look at the economy…

[Andrew Walker @AndrewRangeley]

Not exactly pleasant reading, but liked how $CNX framed the current energy environment

[zerohedge @zerohedge]

two hikes in and we are at a bear market, and QT hasn't even started.

"9 or 10 hikes more"

[Marc Lehman @markflowchatter]

Well done!

[Trevor Scott @TidefallCapital]

Wall Street right now.

[NYT Business @nytimesbusiness]

Oil prices rose after the European Union proposed phasing out Russian oil imports over six months. https://t.co/0JS1nAQAxf

[modest proposal @modestproposal1]

"Xi told officials that ensuring the economy is stable and growing is important because it is critical to show China’s one-party system is a superior alternative to Western liberal democracy, and that the US is declining both politically and economically"

https://t.co/VW8RYzlktT

[Buyback Capital @Larryjamieson_]

By popular demand... $NFLX

[Michael Taylor @Mike_Taylor1972]

The blind rotations (at this extreme) remind me greatly of what we saw in 2001 and 2008.
Recall oil went to $140BBL in the Summer of 08, right into the biggest eco collapse in a generation.
I am seeing a whiff of that right now in many spaces.
I will not cover my $NFLX

[Callum Thomas @Callum_Thomas]

even more than the original commodities super cycle...

[Nate Anderson @NateHindenburg]

Remember this when they try to blame today’s CPI number on a “Putin price hike”.

[Craig Fuller 🛩🚛🚂⚓️ @FreightAlley]

Tender rejections dropped from 13.9% to 13.38% overnight - one of the largest drops of the year. Trucking companies are becoming less selective in freight. 1/2