Top Tweets for #VariantPerception
Supply-driven inflation continues to trend down.
#US #raw #inflation #leading #inputs #variantperception
Updated this $NVDA chart @paulg recently shared. Added red line = start of ‘23 “professional” estimates. Full year estimate moved from $17.7 B to $45.8B! Now big debate over sustainability. Never seen estimates this far off the actual mark. @_clarktang #variantperception
#linc @soicfinance @ishmohit1 @tushar9590 @sahil_vi @sabarish091282 #productdiversification #variantperception
Analyst meet transcript
Excellent chart by the wonderful folks at #VariantPerception: Gold’s performance is in line with previous US recessionary environments.
#VariantPerception Inderesin foorumilla on paikka paikoin hyviä pohdintoja.
Market update: #VariantPerception
Could end up being #variantperception
@ShitFund My alternative data is suggesting Millenials no longer like experiences, thereby allowing them to spend saved money on buying expensive suburban homes
@OsakeKeisari @Meisakki #VariantPerception Liian harvoin näkee sitä, että osataan vaillinaisen tiedon valossa yhdistellä palasia ja nähdä kauemmaksi tulevaan. Outokummussa oli laadukasta työtä Nordealta. Monilla muilla ollut narratiivin sovittamista kurssitasoa vastaavaksi. https://t.co/Q6AcAKP5RQ
#OUTOKUMPU Outokummun käännettä parhaiten näki Nordean analyytikko Taittonen. (11.10.2019) https://t.co/IUw960QQjR
Brown face isn’t always bad. #VariantPerception
Some insightful lines I heard today:
The information you HAVE is not the information you WANT
The information you WANT is not the information you NEED
The information you NEED is not the information you CAN GET
The information you CAN GET everyone already HAS
#VariantPerception
“She (McConnell) would always ask the awkward question, the uncommon question,” Geithner said in an interview. “She was a famously curious person, and deeply skeptical about received wisdom.” #VARIANTPERCEPTION
Bad Decision...
US/China situation is actually not #ColdWarRedux, which makes assumption that US has upper hand and will squash China like USSR...
#VariantPerception is #ChinaPlayingGo while we argue about how to set up the Checker Board...
This War is about #ChipsNotShips
Every time I update the oil market outlook, I get worse results than before!
This crude quality issue is going to explode in away that will shock the worst doubters. An energy crisis is imminent! I am determined to make money out of it! Are you?
#Crude_Quality_Matters
#oil
You make the biggest returns when you work hard to form a #VariantPerception that turns out to be right.
Synthesis = #Edge
*U.S. DEC. RETAIL SALES FALL 1.2% M/M, BIGGEST DROP SINCE 2009
Boom
https://t.co/5kfpze3KDy
@FlagshipWMG Gracias Amigo! Appreciate the support. I am sure it was a good event, albeit I could have added some serious #VariantPerception this year... 😉 #2000Redux
This sad fact is precisely why the great investors make so much money over time...
When you’re willing to take a #VariantPerception and step away from the herd you make very significant returns.
Magnitude of the returns is directly proportional to the vehemence of the criticism
@MarkYusko Who wants to be the bad guy these days?
You’re crucified for having ANY opinion let alone one of a contrarian. However, facts are facts and even though views can be skewed the writing is still on the wall.
The very best investment opportunities are those where you take a #VariantPerception (a view meaningfully different than Consensus) that turns out to be right... in order to be right, you have to have #Edge
The very best investment opportunities are those where you take a #VariantPerception (a view meaningfully different than Consensus) that turns out to be right... in order to be right, you have to have #Edge
1/ I’ve begun to think of it like this: the “efficiency” of a market is a measure of the consensus in that market. New or small markets, with less consensus on value and market mechanics, are more exploitable/predictable.
We love the idea of other people using mechanistic formulas to price things, because they may be right 99 times out of 100 but we don’t have to play those 99 times. We just play the one time when we have a differing view.
~Warren Buffett
#VariantPerception
Despite the recent reversal of the price of copper, greatly influenced by trade wars, the fundamentals of said metal are extremely strong and will give rise to a supply deficit in the coming decade.
Welcome to the testing grounds of contrarian investing.
Buy where others fear.
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