After a thorough review of the earnings trajectory, it appears we've hit an earnings peak. In response, we're downgrading the outlook to 'neutral' until we see a strategic shift that could reignite growth.
@Quarks876M@bankingslut@recouso She said the last decade. Id actually wager the last 15 years. Name one thing the EU innovated that isn't regulatory burdens in that time frame. Only noticeable thing is having to accept cookies on every website. EU is useless.
@filosophymajor@greg_price11 The irony of you saying that yet refusing to read the other points and take them into consideration. It's not about the math it's about the economics. Cities dont pay taxes, individuals do.
@Kanthan2030@EthanLevins2 He knows what he's doing. He's getting paid for impressions. Best to community note as much as possible so he can get demonetized like some of the pro-iranian accounts.
@dpecchia@DavidAstinWalsh I've always had that brain dead response. "Then why aren't you short". Even during a Tulip mania, you wouldnt dare short something with those levels of fervor. Give him a a good sound fundamental reason, why he should be long
@manhasanidea@JesseTinsley Well, I was just clarifying the math for the "but it will just dilute the shareholders" crowd. For eBay, 46% premium is certainty an number that would get existing shareholders attention.
eBay q1 does reflect they're doing well on their own too so idk.
@robbezdjian He made lots of money before selling his GME position. Only reason DFV thought of the trade to begin was because of Burry. It's not like Burrys investment philosophy was to predict a meme stock crazy
@commonsenseplay We spent a decade+ under 2% in long duration, more indebted economy relative to history, heard this story constantly as rates climbed to above 3% and beyond. I heard the same story "The system cant handle higher rates" all the way from sub 2%.
@TheBTCTherapist We drill sweet crude oil. Our refineries, can only handle sour crude. Why don't we invest in refineries that can handle sweet crude? Ask our the liberal green policy government
@ALikhodedov@MacroBlue33@stevehou He clearly doesn't understand the difference and how the markets ultimately work. Why don't you explain instead of being an insufferable reddit like commentator and explain?