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[Jim Bianco @biancoresearch]

1/9

This week's story might be Nvidia ($NVDA) and what happens after Friday's massive reversal. 

See the big red candle on Friday.

🧵

[Jim Bianco @biancoresearch]

Bonus

Why doesn't the US Navy end the Houthi threat to shipping?

That involves picking a side in a Sunni/Shiite Arab civil war and the potential for civilian casualties.

Very tricky politically.

What about getting more involved in "defensively" protecting ships.

This means an open-ended commitment to using weapons that cost millions to stop Houthi weapons that cost thousands.

The US tried to get other countries to sign up to help (Operation Prosperity Guardian), but that effort has yet to be successful.

[Dhaval (Investment Books) @InvestmentBook1]

“You can learn investing by reading books.”

— Bill Ackman

Here is a list of 11 investing books recommended by Bill Ackman.

1. Margin of Safety
2. Security Analysis
3. Confidence Game
4. Beating The Street
5. Quality of Earnings
6. One Up on Wall Street
7. The Intelligent Investor
8. The Warren Buffett Way
9. The Essays of Warren Buffett
10. You Can Be a Stock Market Genius
11. Fooling Some of the People All of the Time

[ShareUpp @ShareUpp]

How many recessions you've actually lived through and what happened in each one @CNBC https://t.co/fiQJRefeeb

[Mark Cuban @mcuban]

All of this is why I think @elonmusk is starting his own @truthgpt, or whatever he will call it. He gets to take the entire @twitter firehose to train or feed any open source model and have a competitor to the big 3. He can weight his own tweets and those of the sources he likes and end up with a consumer facing AI that can be a virtual Elon. Pretty cool. Pretty scary.

[ShareUpp @ShareUpp]

https://t.co/Nv5ttCyR7D

[Charlie Bilello @charliebilello]

The S&P 500 fell 2.5% today, its 60th decline of 1% or more this year.

Since 1950, the only years with more 1+% declines than 2022: 1974, 2002, and 2008.

$SPX

[Charlie Bilello @charliebilello]

Current market expectations for path of the Fed Funds Rate...
-Tomorrow: 50 bps hike to 4.25%-4.50%
-Feb 2023: 25 bps hike to 4.50%-4.75%
-Mar 2023: 25 bps hike to 4.75%-5.00%
-Pause
-Rate cuts start in Nov 2023, continue in 2024...

[ShareUpp @ShareUpp]

https://t.co/g1fsE7OKGT

[GURGAVIN @gurgavin]

MICHAEL BURRY TWEETED THIS MINUTES BEFORE DELETING IT

THOUGHTS 👀👀

[ShareUpp @ShareUpp]

MarketWatch - How to position your portfolio when the Fed, stock-market investors differ on recession calls
https://t.co/Ve6VkkArZd

[ShareUpp @ShareUpp]

MarketWatch - These 20 stocks still have at least 48% upside, analysts say, despite the S&P 500’s 8% gain from its lows
https://t.co/sEsrBfbrsZ

[ShareUpp @ShareUpp]

Larry Fink sees elevated inflation for years due to supply shocks https://t.co/urV3SpiaeI

[ShareUpp @ShareUpp]

Bonds might not be so boring after all: MarketWatch - The bond market has crashed. Why one strategist says embrace the pain and get back in.
https://t.co/piIPdtJodz

[ShareUpp @ShareUpp]

Alphabet announces $70 billion buyback $GOOG $AAPL $FB #FANG https://t.co/JKju2YS7xI

[ShareUpp @ShareUpp]

MarketWatch - These 20 highly rated stocks are expected to rise at least 70% over the next year
https://t.co/6N5aLl2c3w

[ShareUpp @ShareUpp]

'Big Short' investor Michael Burry warns US stocks are heavily overvalued and poised to tumble https://t.co/kWFIV7aUaV

[ShareUpp @ShareUpp]

MarketWatch - ‘Calamity’ may be coming, stock-market setup similar to 1999: Jeffrey Gundlach
https://t.co/rB4EL9xgkA

[FORTUNE @FortuneMagazine]

Wall Street is predicting a 2023 recession. Here are the red flags you should know about https://t.co/ORdXvLcX48

[ShareUpp @ShareUpp]

Visualizing the History of Energy Transitions https://t.co/EkScnUyaHQ