Credit Squisse 🍿 🎮

I was one of the authors of the Port Huron Statement. The original Port Huron Statement. Not the compromised second draft.

[Credit Squisse 🍿 🎮 @defiantvc]

These people who are in America for the World Cup are really in for something on July 4th. America's 250th birthday through the eyes of Europeans will be fun to watch.

https://t.co/dpVdLKaKHu

[Freddy🇩🇪 @FreddyLA7]

What an experience

[Credit Squisse 🍿 🎮 @defiantvc]

On all fronts, this market may be about to rug some bears...

At the very least, a very eventful opex incoming.

[Credit Squisse 🍿 🎮 @defiantvc]

It was a vibe then. It is a vibe now.

There are two ways to look at what's happening. Will share those soon.

https://t.co/DYOnsNdKjF

[Credit Squisse 🍿 🎮 @defiantvc]

Ryan Cohen vs. tZero is going to be a banger...

[Credit Squisse 🍿 🎮 @defiantvc]

Oh hey, $AMC earnings are today. One of these days, AA is going to retire.

[Credit Squisse 🍿 🎮 @defiantvc]

perhaps.

[Credit Squisse 🍿 🎮 @defiantvc]

Moments like these...

[Credit Squisse 🍿 🎮 @defiantvc]

Finally, this is where we are. We are in lower highs territory and the SOS and LPS on the back up is low relative to 2021-2022. So, a very long way to go. But if you are open to some risk and want some upside, it might be a place to buy.

[Credit Squisse 🍿 🎮 @defiantvc]

This is more something to think about and monitor than anything else.

If you have every followed Wyckoff accumulation patterns, this will look familiar to you.

[Credit Squisse 🍿 🎮 @defiantvc]

You may remember this post. If you don't have a look at the chart and the down trend.

https://t.co/IiBgXoSh0S

[Credit Squisse 🍿 🎮 @defiantvc]

You probably remember a variation of this chart that I posted a while back.

[Credit Squisse 🍿 🎮 @defiantvc]

Nevermind. I got something.

[Credit Squisse 🍿 🎮 @defiantvc]

i got nothing.

[Credit Squisse 🍿 🎮 @defiantvc]

It sure feels like we (USA) are going for the lets starve China of oil and bring them to the table on rare earth materials strategy.

✅ Venezuela
✅ Iran
？Nigeria
？Russia

[Credit Squisse 🍿 🎮 @defiantvc]

@Christo62628594 you're living the new world order shift in real time. the purpose of the epstein thing is to build up power that can be torn down. as it has been for 800 years.

its more about post-industrialism that any one person. Focus on the actors, miss the message.

[Credit Squisse 🍿 🎮 @defiantvc]

I'll put it this way. If we don't act now, what comes next will make the COVID checks look link chump change.

I would much rather companies leveraging AI to improve margins act responsibly than tax dollars have to clean up some of the mess. Even if my stock portfolio benefits

[Credit Squisse 🍿 🎮 @defiantvc]

@_kas_t_ I am ok with that as it at least provides some sort of plan. What I am not ok with is no plan at all.

[Credit Squisse 🍿 🎮 @defiantvc]

I'm going to sound the alarm on something. And this far beyond what I would normally recommend, but we are straight up starring into the abyss. The US government has 3 to 6 months max to put regulations in place that tie AI related layoffs to future corporate taxes.

[Credit Squisse 🍿 🎮 @defiantvc]

@StewrighSteve It is that gap between offsetting humans and creating new value that leads to this grave risk to our economy. Without AI reaching new efficiencies that make taxing corporations to the effect of human units lost, we have a nasty gap to fill.

[Credit Squisse 🍿 🎮 @defiantvc]

@StewrighSteve Current assessment of most of the industry experts, the thing they say in private is productivity from 40-50% of white collar workers can be absorbed by AI in the next year to two years.

The constraint is going to be on the expansion of productivity that creates new yield.