DetroitDom

Sr. Project Sales Analyst. Project Controlling Manager. Fmr: Macro/Equity Research. Mortgage Banker & Broker Acct. Mgmt

[DetroitDom @TheDetroitDom]

Seasonality suggests should continue buying this dip. We shall see over the next few weeks if it continues to track. I’m buying

[DetroitDom @TheDetroitDom]

It’s so simple in some sense but just don’t buy stocks with earnings & margins trending down. You’ll get chopped up in the markets trying to buy the bottom in these stocks

[DetroitDom @TheDetroitDom]

Of course Rory is crushing at Augusta, he’s the only player who was allowed to play the course 5 times in the months leading up the the #Masters #Masters2026

[DetroitDom @TheDetroitDom]

People’s minds can’t grasp exponential growth.

[DetroitDom @TheDetroitDom]

The bill for my daughter’s birth was $37,000

LOL and ppl wonder why the birth rate is down

[DetroitDom @TheDetroitDom]

Wife’s contraction chart looking bullish. I see a breakout to Labor & Delivery & a push to Fatherhood by the end of day🙏🏼🙏🏼

[DetroitDom @TheDetroitDom]

Not sure this rally today will hold well. Could wind up closing near unch for the day

[DetroitDom @TheDetroitDom]

Change & Adaptation are the price of Longevity

[DetroitDom @TheDetroitDom]

Compute is becoming a marketing expense line item

[DetroitDom @TheDetroitDom]

If we actually pushed to a balanced budget & practiced austerity the wealth inequality gap would blow out to new highs. The wealthy have plenty of liquid cash to purchase the newly crashed assets at much lower prices. (i.e. increasing their ownership % in said assets)

[DetroitDom @TheDetroitDom]

Imo, Earnings will grow faster in the next few years than any analyst could have ever dreamed.

[DetroitDom @TheDetroitDom]

While bears point to market valuations, I point to earnings & they are moving in tandem with markets upward. 86% of companies beating earnings expectations so far. Not sure why markets will move down meaningfully without earnings falling like they did in 2022 for most sectors

[DetroitDom @TheDetroitDom]

@gregisenberg This requires immense amounts of trust from the user in OpenAI agents. Likely will take time to build that trust with the user base.

Who knows tho we may not even care at all if they can provide enough additional value over our current internet browsing experience

[DetroitDom @TheDetroitDom]

@MarioNawfal “You will own nothing, & be happy”

[DetroitDom @TheDetroitDom]

@elonmusk @Jason what happens in the interim?

After, the mass replacement of workers by
AI/robotics is well under way.
Yet, prior to the state of the world you describe in your tweet

Imo, the distribution of potential societal risk outcomes in this time period is moreLeptokurtic w/ fat tails

[DetroitDom @TheDetroitDom]

Many claim there isn’t enough energy in the U.S. to power the coming AI investments. Probably not, but we will likely just start buying/hoarding or stealing energy from countries around the world to power it. Unfortunately…

[DetroitDom @TheDetroitDom]

Job growth can go to damn near zero, and if AI cap ex growth continues then we can see GDP remain above zero & non-recessionary

[DetroitDom @TheDetroitDom]

Stablecoins will clearly further entrench the USD as global reserve currency as 99.9% of stablecoins are USD backed

[DetroitDom @TheDetroitDom]

DATS for crypto are simply the same as SPACs

Ppl putting these deals together making 15-20% an it’s a goldmine for them so they will keep shoving them down the market’s throat. They want no governance and want to raise money to do whatever they please with.

Can’t last long with

[DetroitDom @TheDetroitDom]

@Pablo01618 @Geiger_Capital How payrolls work;

1st data release: 40% survey participation
2nd: 60%
3rd: 80%

….and so on

As more survey participants answer, the payrolls # is revised to reflect their responses in the aggregate payrolls total.

[DetroitDom @TheDetroitDom]

@infraa_ The stock market is not the economy.

Yet I’m sure you included
“equity market levels/performance” into your calculation of Financial Conditions.