DonnyDraper

Just a regular guy who’s lived a hell of a life and somehow still choose to show up with a positive attitude because people need encouragement.

[DonnyDraper @burnmash5]

@faithwillsaveu Amen!

[Ben Calusinski @BCalusinski]

Bezos literally explained the meaning of life in his final shareholder letter as CEO of Amazon

Worth the 3 minute read.

[DonnyDraper @burnmash5]

@JesusIsMyKingX Amen!

[Dan Rasmussen @verdadcap]

45% of buyout holdings are in breach of leverage caps!

[James E. Thorne @DrJStrategy]

JOLTS.

Construction Quits. Leading indicator.

At level not seen GFC.

[Lawrence McDonald @Convertbond]

Smoking in the Dynamite Shed

*50% comes due in the next three years.

**Interest on U.S. debt nears $1.2T with an average weighted coupon of 2.9%. The Fed is being forced to cut rates.

Curve

3m 4.1%
6m 4.0%
12m 3.8%
2y 3.6%
5y 3.7%
10y 4.3%
30y 4.9%

[DonnyDraper @burnmash5]

RT @Ksidiii: In trading, the word “passion” is often thrown around far too loosely.

I believe much of the underperformance we see among he…

[Leddy @LeddyLLC]

Chronic inflammation ages you from the inside out.

It triggers disease, weight gain, and fatigue.

Here are 10 anti-inflammatory foods that help you heal and feel younger🧵:

1. Extra Virgin Olive Oil

[Menthor Q @MenthorQpro]

The Druck discusses why he believes in putting all your eggs in one basket and watching that basket very closely.

[Lance Lambert @NewsLambert]

the wild part is health care spending would be an even larger share if you calculate it through an economics lens and included payroll taxes and employer-paid healthcare benefits

chart via @nytimes

[Shubhvani @shubhvanii]

Every bloodline has a curse-breaker. A warrior. A rebel with a vision.
Someone who looks at poverty, silence, mediocrity and spits on it.

That man is you.
Not your dad. Not your uncle. Not your brother.
YOU.

You don’t inherit the throne.
You build it with sleepless nights, calculated risks, and scars they’ll never see.

Be the legend your future bloodline thanks.
Be the storm that rewrites the family name in gold.
Because if not you....then who the hell will?

[Yellowbrick Investing @joinyellowbrick]

13Fs were filed this week. Here are the portfolio updates for 23 of the top hedge funds:

Anything stand out?

[Mike Zaccardi, CFA, CMT 🍖 @MikeZaccardi]

Small caps 12.7x earnings.. usually a bear-market-bottom P/E from EJ via Syz Private Banking

[Mike Zaccardi, CFA, CMT 🍖 @MikeZaccardi]

Europe 12x earnings
China 10x

[Mike Zaccardi, CFA, CMT 🍖 @MikeZaccardi]

Midcaps trading at a recession/bear-market P/E

13x

[Peter Berezin @PeterBerezinBCA]

S&P 500 price targets at the start of the year

[EliteOptionsTrader @EliteOptions2]

Hi everyone, after 6 years of anonymity, here I am. Brando in the flesh.

I’m a day trader with 14 years of experience.

I started with $6000 and after many ups and downs I ended up living the life of my dreams.

Here’s my story below. 👇

I grew up on the east coast near Boston. My Mom and Dad were war refugees from Vietnam. They came to the United States on a small boat 35 years ago in search of a better life. They did their best to raise me and offer the best life they could when I was growing up. I’ve lived a very normal and quiet life until I was 19 years old. This is when I discovered the stock market. One day,I looked at the company American Apparel and the stock price in the library and saw the potential of how much money could be made if I bought at a certain price and sold at a higher one. A friend of mine introduced me to options shortly after and the rest was history. I graduated from College and continued my journey towards becoming a profitable trader.

The first 3 years are BY FAR the hardest. The number of strategies, indicators, stocks, and education available was a sensory overload. I didn't know what to use or what to read. So I just read them all. I was fortunate in my first few years to get lucky trading a few stocks such as $BAC $INO, and some weed stocks during that 2013 range that helped build up my account tremendously.

After the first three years I realized that LESS is MORE. You don’t need 10 indicators to tell you a stock is going to go up. You don’t need 5 different strategies to be a profitable trader. You just need ONE. The most important thing that I found was helpful is PATIENCE. 99% of the world is impatient. I knew If I could master this, I could have a big edge against the majority of retail traders.

I spent a lot of time meditating. I spent hundreds of hours sitting alone in silence trying to clear my mind and focus on the present. Eventually I got really good at it. I noticed my ability to wait for trades got better. In my 4th and 5th year of trading, I was able to wait days to weeks at a time for the best trades. This was one of the A-HA moments I had in trading early on. Since then I’ve refined and mastered the art of patience and leveraged it to my advantage.

Fast forward 14 years. I’ve retired my parents. I’ve helped my brother, and countless others. I ask for nothing in return from anyone. I don’t ask for any favors and I certainly do not try and steal from anyone. I’ve lived my life with the utmost integrity and I did things MY WAY. I can’t be bought and sold. Money and Power have zero influence in my decision making. My sole purpose on this earth is to help as many people as possible.

I look forward to teaching you all and guiding everyone through the stock market for many years to come. Cheers! 🙏

[Don Johnson @DonMiami3]

Builders are getting very aggressive with comps, buydowns, rates to move inventory - seeing near zero down, low rate locked.

[Callum Thomas @Callum_Thomas]

Most Crowded trades
= Mag 7 / US Dollar / Crypto

[Global Markets Investor @GlobalMktObserv]

⚠️US large BANKRUPTCIES are accelerating:

There were 70 US bankruptcy filings in January, in line with the largest monthly number since the 2020 CRISIS.

This comes after bankruptcies hit 694 in 2024, the most in 14 YEARS.

Bankruptcies are rising as if there is a crisis.