Timur Barotov

[Timur Barotov @Bartims]

@dampedspring Perhaps both can be right at the same time, where some parts of market are crowded and toppy, whereas others are about to rise

[Timur Barotov @Bartims]

@yngzeeko @pakpakchicken They are inflation hedge as they can easily adjust prices. My guess is he is betting on sentiment crash in coming weeks and months and capital flocking into safe havens outside of overpriced Energy and AI, which is PG and such.

[Timur Barotov @Bartims]

@dampedspring Art of the deal baby

[Timur Barotov @Bartims]

@ArthurMacwaters Level of income tells you nothing about how much of it goes to pay your basic needs.

[Timur Barotov @Bartims]

@unusual_whales hell you can grow 100% annually on GDP if 95% of it is inflation!

[Timur Barotov @Bartims]

@Dconley12 @finbarr Dude, CRM or ADBE at P/E ~ 13 is a bit overdone, dont you think?

[Timur Barotov @Bartims]

@Claudia_Sahm @400WattBirne Can you prove it? Perhaps there is cyclical causality between 2 yr and Fed rates and no clear one directional causality. Its like guessing which was first an egg or a chick?

[Timur Barotov @Bartims]

@Kazz_tradesm @orrdavid Indeed

[Timur Barotov @Bartims]

@orrdavid Agreed. I believe though that capitalism is accelerating recently with debt spiral dynamic taking place and growing. Government's role is to fix up the capitalist flaws, however they are corrupt and thus the mechanism is broken. We head towards what resembles Feudalism?

[Timur Barotov @Bartims]

@pakpakchicken This will work only if sentiment changes and risk-off mood starts dominating markets.

[Timur Barotov @Bartims]

@LynAldenContact Love it Lyn :D

[Timur Barotov @Bartims]

@pakpakchicken @Mgwill They did DD that Figma + Synergic effects with Adobe is worth more than 20 bil. Which doesnt mean the same as Figma alone has value 20 bil., but idk either

[Timur Barotov @Bartims]

@mikealfred @michaeljburry He still is making mate u got no idea

[Timur Barotov @Bartims]

@pakpakchicken Promising company, they made the simplest possible model of robots and run it asap commercially. They will dilute the shit out of us is what i worry about so it could definitely dip in future.

[Timur Barotov @Bartims]

@passedpawn Do you think this relentless late stage rally in last month may be caused by shift of the pricemaking from institutional investors in the hands of retail investors? These dont care about seasonality, valuations and stuff.

[Timur Barotov @Bartims]

@madhu_mayi @kingkawsar05 @MarioNawfal He was clearly wrong lol, he didnt take into consideration innovation curve in tech

[Timur Barotov @Bartims]

@RayDalio I dont agree that it is not inflation sensitive. Why then prices of real estate explode after QE, alathough interest rates were raising?

[Timur Barotov @Bartims]

@dampedspring Lol urs is higher im pretty sure

[Timur Barotov @Bartims]

@DannyDayan5 @dampedspring No it doesnt