Spencer John

M&A | Markets | Golf

[Spencer John @_spencejohn]

@TravisCOSW Is this for now or later tonight?

[Spencer John @_spencejohn]

Painful

[Dan Rapaport @Daniel_Rapaport]

This graphic...

[Spencer John @_spencejohn]

Believing in the cycle theory went from being left curve to now mid curve

[Spencer John @_spencejohn]

Most people will miss this trade because they overthink it when the writing is so clearly on the wall

[Eric Trump @EricTrump]

Two friends, one passion: Bitcoin 🚀 @Saylor

[Spencer John @_spencejohn]

$MSTR

You can sell the $275 Put expiring next week for $5; the stock would have to drop roughly 40% from its current levels to be ITM. Great way to collect yield if you believe in the MSTR thesis

[Spencer John @_spencejohn]

@laketravisfire Do you know when it will reopen?

[Spencer John @_spencejohn]

@Prof_heist Great stuff man, thank you!

[Spencer John @_spencejohn]

Bullish on Jack Draper

[The Tennis Letter @TheTennisLetter]

Jack Draper becomes the first British man to reach the US Open Semifinals since Andy Murray in 2012.

What a proud moment for British tennis.

🇬🇧❤️

[Spencer John @_spencejohn]

@dmoses34 @OnTheTapePod You guys have done a great job covering this for many months. Thank you!

[Holger Zschaepitz @Schuldensuehner]

Sahm Rule Recession Indicator jumped to 0.53 from 0.43 following weak US jobs data, triggering a recession warning. The Sahm rule is a formula used to identify the start of a recession based on the unemployment rate. It triggers a recession warning when the 3mth moving avg of unemployment rate rises by 0.5ppts or more above its lowest level in the prev 12mths.

[Willy Woo @willywoo]

Here's the 5 macro signals I'm looking closely at right now for #Bitcoin.

3 bullish, 2 bearish...

[Spencer John @_spencejohn]

@Banana3Stocks What platform is this?

[Spencer John @_spencejohn]

Per @FactSet, Forward 12 month EPS estimate is 260, $SPX at 6000 would put the multiple at 23

5 year average is 19 and Dotcom bubble it was at 30.

Good context for where we are!

[Spencer John @_spencejohn]

@Banana3Stocks Solid stuff this week!

[Spencer John @_spencejohn]

@averytomascowx Do you know why it shifted so far east? Almost every model from a few days ago had it coming towards us, if not west of us

[Spencer John @_spencejohn]

@AccuRayno How will this impact Austin? Thanks!

[Spencer John @_spencejohn]

@NHC_Atlantic How much rain is expected in Austin?

[Spencer John @_spencejohn]

$AMZN retest of breakout ($187) feels probable; great place to long

[Spencer John @_spencejohn]

Solid article by the WSJ. Key points:

-CSCO traded at 131x forward earnings; right now NVDA is trading 45x
-CSCO revenue grew 55% with operating margins going down; NVDA revenue has tripled with operating margins doubling

https://t.co/OiJszka6ZI

[Spencer John @_spencejohn]

Good stuff

[Alex Myers @AlexMyers3]

“Unbelievable. I’m a grass cutter…” Dougie MacIntyre, a greenkeeper in Scotland, says before understandably losing it following his son winning his first PGA Tour title. What a great scene.