Jason Smith

Yield Chasing Romantic || Value Investing Buffet Wannabe|| Undiagnosed Perma Bear

[Jason Smith @divvystrats]

@RokidGlobal Why did you put this on Amazon before shipping your pre-orders?

[Jason Smith @divvystrats]

@michaelbatnick bruhh

[Jason Smith @divvystrats]

@jackd2thetits @Tony_BATtista @tastyworks @tastytrade @SlopeOfHope Thanks for keeping it "professional" @jacked2thetits

[Jason Smith @divvystrats]

@victorJ0NES I took your cue and put all of my extra cash in BIL this week. It feels nice sleeping easy.

[Jason Smith @divvystrats]

@ashonzay_7 Claiming each 1% of hike is equal to 10% of SPX is no better than drawing pretty lines on a chart.

[Jason Smith @divvystrats]

@victorJ0NES $JEPI - favorite CC ETF - because it tracks the SP500 and has upside potential
$ARCC - favorite BDC - because they are best in class, focus on senior debt, only originate on 4% of the deals, and don't issue shares to pay for dividends
$SCHD - favorite ETF - very strict criteria

[Jason Smith @divvystrats]

Sometimes having @CNBC on in the background provides some absolute bangers. Case in point is the trainwreck of an interview with Keith Rabois, what an absolute fool. Him calling GAAP stupid after being called out for claiming opendoor is profitable was a perfect end to my week.

[Jason Smith @divvystrats]

@victorJ0NES @nntaleb Spitting straight facts in that interview

- Discovering there is a time value of money
- Bitcoin is a tumor
- Investments have to earn casflow

[Jason Smith @divvystrats]

@3PeaksTrading You're only telling half the story, this also means 5,000 puts were bought at $95 strike.

[Jason Smith @divvystrats]

@mrechenthin @tastytrade How many of those instances were in high inflationary environments and had a Fed meeting the next week?

[Jason Smith @divvystrats]

@victorJ0NES would love to hear some hot takes on the show tonight in regards to what type of CPI print moves markets up or down tomorrow

[Jason Smith @divvystrats]

@SantiagoAuFund @AvidCommentator This is the way.

[Jason Smith @divvystrats]

@victorJ0NES Is it the multiples that are changing, or is it future earnings that are being repriced?

[Jason Smith @divvystrats]

@kevinolearytv thank you for your comments on CNBC this morning in regards to the future of work from home. Companies who are migrating back to full time in office will find it much harder to attract top talent, and will undoubtedly start to see an exodus of the talent they have.

[Jason Smith @divvystrats]

@Mayhem4Markets Yes, and.... don't stop DCAing into long term investments like 401ks or IRAs

[Jason Smith @divvystrats]

@unusual_whales That's probably fair, as long as we remember the up to part. Based on P/E I could see SPX as low as 3200. Although I think 3600 is a more realistic.

[Jason Smith @divvystrats]

With $SPY volume at ~40% of average, I for one am ready for a bloodbath tomorrow!

[Jason Smith @divvystrats]

⚠�� ARBITRAGE ALERT ⚠️

$ATVI currently represents an annualized return of ~22.6%

*if you believe the deal will close

[Jason Smith @divvystrats]

@AltaFoxCapital $OLN is a strong value play imo

Leadership can come off as some hillbillies from Missouri [because they are] but they have strong drive for protecting FCF, not to mention the partnership with $PLUG

[Jason Smith @divvystrats]

@TraderGoalieOne Those who can't do.......teach