VikHathi

[VikHathi @VikzAtl]

@LizAnnSonders @federalreserve Mean reversion coming. 10Y T’s look decent now. Some muni paper too.

[VikHathi @VikzAtl]

@LizAnnSonders @insurify 80% of car ownership is idle. Once folks can monetize their FSD vehicle and it becomes its own ride service — it will start to pay passively, and ownership becomes a CapEx to scale play.

[VikHathi @VikzAtl]

@LizAnnSonders @insurify Autonomous will change the dynamic. Infact, insurance will be granular, and traded on a spot market based on ride length, and traffic density.

[VikHathi @VikzAtl]

@_The_Prophet__ Yup. I did a substack write up on this and future of insurance. https://t.co/ZlhwPAQy7z

[VikHathi @VikzAtl]

@LizAnnSonders Well written, and thanks for your go-to readings. I often found your discussions on point, and highly eloquent. Very few in your field posses those traits.

[VikHathi @VikzAtl]

@KobeissiLetter Going the way of Reebok.

[VikHathi @VikzAtl]

@nickgerli1 Most people will not sell their house for less, because the bought it high (not as high as today), if the market mean reverted, they did they’d be underwater significantly. New construction is used to high labor costs — so they can buy a $60K-80K truck. The problem is systemic.

[VikHathi @VikzAtl]

@dee_bosa AI will be the beginning too. When it uses interpretive logic, and statistical reasoning to do a job better than the human would have originally forecasted — and before it was even asked.

[VikHathi @VikzAtl]

@RayDalio Big follower of Dalio. Love his books. This is prob the most positive thing I have heard from him — and that too about Musk.

[VikHathi @VikzAtl]

@TapeRDR Go to Hotel Sacher — for the original Sacher torte. And catch a production at a Vienna Opera House.

[VikHathi @VikzAtl]

@jimcramer You should be pessimistic about the bond market.

[VikHathi @VikzAtl]

@charliebilello Its more than $400K when you factor opportunity costs of 4 years of not working in a trade, investing and compounding those funds.

[VikHathi @VikzAtl]

@jimcramer What happened? Micron didnt send you the Gulfstream?

[VikHathi @VikzAtl]

@ripster47 BTC pushing because long end of 30Y bond being manipulated. Treasury trying to tweak before mid-terms & won’t wait for Warsh. Trump headline likely a byproduct.

[VikHathi @VikzAtl]

@ripster47 Manupulation at its finest. In the mean time we play $MRVL $MRNA

[VikHathi @VikzAtl]

@UTSnakeyes @jimcramer @grok Keep rolling. As yields rise you benefit.

[VikHathi @VikzAtl]

@jimcramer One day you will learn the bond market controls the stock market. You are taming a chimp with an ape.

[VikHathi @VikzAtl]

@ripster47 Yes, the MTF cross over gave me confidence to go long on $SPCX close to end of day of lock up expiration.

[VikHathi @VikzAtl]

@dee_bosa @zerohedge @jaswu_ Yeah, you’ve seemed to be on less. I thought they were filling in Mackenzie in more for your segments. Congrats on the new gig!

[VikHathi @VikzAtl]

@jimcramer No! Don’t jinx it with the Cramer curse.