Alexander Declerck

[Karel Mercx @KarelMercx]

The 30-year yield wants to move higher so badly.

Bessent pushed it lower, briefly. Warsh tried too, and that drop has already been fully retraced.

The only ways to keep the 30-year under control are exactly the things that are bullish for precious metals.

[Tesla @Tesla]

Tesla Vision allows us to deploy airbags up to 70 milliseconds earlier if your Tesla detects an unavoidable collision

This can be the difference between serious injury & walking away from a crash

[Alexander Declerck @alexdecle]

@KarelMercx @ArendJanKamp Ik vind jouw analyses fundamenteel heel goed onderbouwd! De bears hebben de recente mega rally veelal gemist, jij zag hem komen. Zelfs als we terugvallen naar 200 daily sma, hoeft geen ramp te zijn voor de miners. Dan zitten we nog op het dubbel van de prijs vijf jaar geleden.

[Alexander Declerck @alexdecle]

@KarelMercx @ArendJanKamp Als de vorige all time high support wordt 👀, ik snap de twijfel wel ergens na zo een parabolische rally. Time will tell of de bulls of de blow off top bears gelijk krijgen.

[Jurrien Timmer @TimmerFidelity]

The analog to the late 1990’s continues to play out, with the post-tariff tantrum rally looking almost identical to the post-LTCM rally in late 1998.  We’ll see if the parallel continues.

If the post-1994 soft landing bull market was launched by the Netscape IPO in August 1995, the current post-2022 soft landing rally seems punctuated by the launch of ChatGPT in late 2022.  If we take that analog literally (indexed to those dates and shown on the same log scale), we get the chart below.  It suggests that the AI boom is still in its infancy, the 75x P/E on the SPAC index notwithstanding (and that’s just for the profitable ones).

However, if we adjust the analog by using the April 2025 and October 1998 correction lows and loosening our grip on the y-axis, we get the next chart, which suggests that we are further along the analog.

My guess is that we are closer to the former than the latter, especially considering all the bubble talk happening right now.  Bubbles usually don’t burst while everyone is bracing for one.  They burst when the sceptics who saw one coming (and sold too early) succumb to their FOMO and come back in at the top.

[Alexander Declerck @alexdecle]

@LewisHamilton R.i.p. Roscoe, he lives on in our memories 🙏

[Bill Ackman @BillAckman]

A thought experiment.

Imagine if:

Within the next 89 days, the US, Europe, and Japan agree to go zero/zero on tariffs and remove all trade barriers.

Then Europe and Japan join the US in raising tariffs on China to 145%.

Then the US, Europe and Japan as a united front negotiate with China to remove tariffs and trade barriers, and put in place strong structural protections for IP.

[Gary Black @garyblack00]

I continue to believe $TSLA bottomed last week. The reduction in TSLA 1Q and FY’25 deliv ests is likely now discounted. Most investors realize that the absence of new refreshed Model Ys was the major reason for the 1Q delivery estimate decline rather than Elon’s politics and DOGE, which likely cause as many Republicans to buy Teslas as Dems to not buy Teslas - weekly credit card data suggests no major change in TSLA orders past 6 months. BYD’s faster superchargers are a short-term advantage but watch for TSLA to announce similar ultra fast chargers in the next few months.

[Barrett Linburg @DallasAptGP]

Picked up the new Tesla Model Y today

It drove us home 🤯

[Alexander Declerck @alexdecle]

@elonmusk What a disgrace. Some people have no heart, pathetic people.

[Alexander Declerck @alexdecle]

@ZBrownCEO First vicory for Piastri is nice, but as a team is it not a better strategy to get the gap down with max asap 😉?

[Alexander Declerck @alexdecle]

@F1 In some way I do like how Max allways goes 200% for it and doesn't settle for less.

[Alexander Declerck @alexdecle]

@F1 Lando should not put his frustation on the goat. Great drive from Hamilton in that Merc!

[Shay Boloor @StockSavvyShay]

Everyone should realize that the $CRWD faulty update causing worldwide outages on $MSFT machines wasn’t a cyberattack.

It was human error by one of the engineers, and thus, this event does not undermine Crowdstrike’s status as the highest quality cybersecurity product.

[Alexander Declerck @alexdecle]

@LewisHamilton The GOAT

[Alexander Declerck @alexdecle]

@JimmyBroadbent @jarno_opmeer 🤣😅

[Ashok Elluswamy @aelluswamy]

https://t.co/yUqvdS7JOf

[Alexander Declerck @alexdecle]

@elonmusk Wow, that is better than the average cable internet! Sets up for a lot of new applications. Congrats with the progress.

[Alexander Declerck @alexdecle]

@JaroslavHonzik Good progress Jardier! Pace is good will get you back up!