Top Tweets for #Cyclicality
......invert the 2 extremes and you will be a successful investor
.....control the #cyclicality
The top was Koreans selling their life insurance to bet into Kospi, the bottom is koreans resolving never to invest again

.....note the sentiment change in the next 50% fall, 98% will be on the sell side of the boat....we will be on the buy side
know your #cyclicality
....timing: #bitcoin lows around October
⛔️Saylor has 2 options to save the Ponzi Preferreds
1. Raise dividends
2. Buy back preferred shares
Both require either selling his Bitcoin or further diluting common share holders.
This only ends one way…
I'm tired

@CShareana71805 ....there is no last laughs in #cyclicality, only near bottom entry and near top exits
“What we learn from history is that people don’t learn from history.”
— Warren Buffett

I don't want to be a party pooper but just keep in mind that Semiconductor ETF $SMH went -80% between July 2000 and October 2002.
Those who bought at the peak in 2000, did not break-even until late 2017.
So technically anything is possible, just saying.

.....the more right we are, the closer to being wrong we are #cyclicality
The desire to say "I was right!" and "I told you so" ...two of the most costly phrases around....
@Tarnow151 We did jump up and down at 0.3c....very few listen at -97%, the supper sweet drop for seasoned #Cyclicality
On the peak year average price, 3-5x CF is reasonable, where a spot has a history of dropping > 70% to cycle lows.
Applying industrial stock multiples to cyclical #Commodity stocks creates pure fantasy outcomes.
#cyclicality
.....remember a 10x valuation on peak #Cyclicality is 20-25x on the average price of the peak cycle year (30-35x on the average price of the cycle) ....remain based by understanding what the average cycle price will be.
@jimcx0 Tungsten price needs to stay above $1500 to make decent returns on EQR imo; $1000 is already priced in

80% correction in once a text book multi-bagger stock.. any guess?

"Start early. Read everything in sight. Look for the successful framework that’s been successful for people, and there’s nothing like Graham’s, in my view.
You’ll have a lot of fun and you’ll probably make a lot of money."
— Warren Buffett

.....in #cyclicality a 2x CF stock at peak spot (about to drop by 80%) isn't cheap, it's trading on 10-15x CF 2 yrs out. .....beware of those saying a #commodity stock is cheap post the spot trading at > 5x the industry cost curve, they don't know what they own.
.....in #Cyclicality a silly price is < 0.25x CF 3-4 yrs out (using mid cycle spot assumptions) = > 10x, often 15-25x returns
......can you change lanes for a better outcome or are you ankored in substandard perfection of yourself? #cyclicality will accelerate your financial freedom.
On July 3, 1976, Tina Turner waited until her husband, Ike, fell asleep in their Dallas hotel room. Her face was swollen and bruised from another beating. In her pocket were just 36 cents and a Mobil gas card. Nothing more.
She slipped out of the Statler Hilton and ran. Not toward a car. Not toward help she could call. She ran straight across Interstate 30, weaving through traffic in the dark, nearly hit by a truck, driven by nothing but survival. On the other side stood the Ramada Inn. The manager recognized her instantly, even through the injuries. He gave her a room on the eleventh floor and placed a guard outside her door. For three days, Tina stayed hidden there, too injured to even eat properly, letting her body begin to heal.
Three weeks later, she filed for divorce. When asked what she wanted from sixteen years of marriage, her answer stunned everyone. She wanted nothing except her name. No house. No money. No royalties. Just “Tina Turner.” A name created to control her, now the only thing she could use to rebuild her life.
She walked away with debt, an IRS tax lien, and an industry that believed she was finished. Nearly forty years old, a Black woman in a business obsessed with youth, with no ownership of her past music. The odds were stacked brutally against her.
But Tina refused to accept defeat. She turned to Nichiren Buddhism, chanting daily for strength. She took every job she could find. Game shows. Hotel lounges. County fairs. Corporate events. She even cleaned houses between performances. While the world called her a has-been, she was quietly reconstructing herself piece by piece.
Then came 1984.
At forty-four, she released Private Dancer. It changed everything. The album sold more than twenty million copies. “What’s Love Got to Do with It” reached number one, her first solo chart-topper. She won three Grammy Awards in 1985, performed at Live Aid, and starred in Mad Max Beyond Thunderdome. The world finally recognized her as the Queen of Rock and Roll.
Her second act lasted decades. Record-breaking tours. Twelve Grammy Awards. Over one hundred million records sold. A career rebuilt entirely on her own terms.
And love found her too. Erwin Bach met Tina at an airport in 1986 and never left her side. When her kidneys failed in 2016, he offered her one of his own without hesitation. In 2017, he kept that promise and saved her life.
On May 24, 2023, Tina Turner passed away peacefully in Switzerland at the age of eighty-three, with Erwin beside her. She left behind more than music. She left proof.
It is never too late to reclaim your life. You can begin again at forty. At fifty. At any age. All it takes is the courage to cross the road.
Thirty-six cents. A gas card. And an unbreakable will.
That is how legends are made.

@TelkkuT15275 #tungsten will crash, it has become baked into the cyclical cake.....do not marry #cyclicality
“Any damn fool can make it complex. It takes a genius to make it simple.”
— Ray Dalio

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