PMAN

Just a plain ordinary guy ... perrenial bear I guess ...

[PMAN @TRIEDTOREACHYOU]

@grok @glass_it @Geiger_Capital @grok are any spending items omitted? And, how does this September compare with last september

[PMAN @TRIEDTOREACHYOU]

@TommyThornton Can anyone hazard a guess at what the constituents are of the GS Most Most shorted index as of last posting?

[PMAN @TRIEDTOREACHYOU]

@dampedspring what's the most obvious short you see right now Andy?

[PMAN @TRIEDTOREACHYOU]

@BobEUnlimited @dampedspring Is that a Mexican or Italian dish?

[PMAN @TRIEDTOREACHYOU]

right here right now short soxl, short tqqq, long uvix long uvxy at dow +503 sp +90 naz +357

[PMAN @TRIEDTOREACHYOU]

@LawrenceLepard Respectfully disagree - True liquidity panic will set in & usher predictable rush to US Tbills/Tbonds -it's the way system is currently structured - even gold will get hit China doesn't have unlimited buying power. sell gold/crpto by Tbonds

[PMAN @TRIEDTOREACHYOU]

@biancoresearch Yes I buy it. He doesn't want your Marilago Accord b/c that means playing nice with what he views as lesser humans.... a good financial panic nocks down long term yields and that gives him fuel to power through his grand plan... his real estate empire is safe.

[PMAN @TRIEDTOREACHYOU]

@josephwang Listened to your remarks... You did a great job and provide a lot of value. Hoping that some of these folks are listening.

[PMAN @TRIEDTOREACHYOU]

@josephwang Did you just get thrown off your horse? Wondering if you are regretting the sudden shift re your Market View portfolio yesterday.... are you thinking of switching back?

[PMAN @TRIEDTOREACHYOU]

@JackFarley96 @josephwang Thanks Jack. This was the best podcast in months.... I studied it carefully, got a membership to fedguy and agreed with Joseph I completely liquidated all stocks and loaded up on long US and Canada gov't bonds and some vol - it worked.... Joseph's portfolio is free to members

[PMAN @TRIEDTOREACHYOU]

@dampedspring Canadian's ignoring b/c it is impossible to do. 40 years spent integrating 2 economies cannot be halted overnight without cardiac arrest on both sides. Canada doesn't "ship" end products in container ships Canada IS part of a major trade bloc w USA..

[PMAN @TRIEDTOREACHYOU]

@dampedspring Sadly this article sits behind a paywall.

[PMAN @TRIEDTOREACHYOU]

@kevinmuir https://t.co/nNMzzvw6YW

[PMAN @TRIEDTOREACHYOU]

@adamtaggart Waiting for a Newsletter. “Adam’s Picks”. For you to
Spend this much effort distilling the wisdom of so many savants- I would value information specific to how you are personally positioning your own portfolio.

[PMAN @TRIEDTOREACHYOU]

@hkuppy For a long time scientists thought that there was no atmosphere on the Moon, but recent studies have confirmed that there is one. The very thin atmosphere, known as an exosphere, contains helium, argon, neon, ammonia, methane and carbon dioxide... HA !!

[PMAN @TRIEDTOREACHYOU]

dumped all long bonds... holding a 20-25% in HDGE to intelligently hedge the 75% risk asset exposure... added back some Ethereum https://t.co/Cs5B9YXgtP and Bitcoin IBIT yesterday added to everything that sold hard esp Uranium, platinum

[PMAN @TRIEDTOREACHYOU]

@contrarian8888 I have 1/3 equity allocation to whatever the hell contrarian8888 does no questions asked..... it's kicking ass. Thank you so much.

[PMAN @TRIEDTOREACHYOU]

@VrntPerception @contrarian8888 thanks for reminder - adding to SBSW

[PMAN @TRIEDTOREACHYOU]

@BobEUnlimited Allocation from Nil bonds to 40% long duration made today... let me know if 5 months if this was a good or bad call.

[PMAN @TRIEDTOREACHYOU]

@allstarcharts Allocation from Nil bonds to 40% long duration made today... let me know if 5 months if this was a good or bad call.