Fun Guy Kawhi

Obviously, I'm a fun guy, but I just can't give you a whole spiel. I dont even know where you're sitting at.

[Fun Guy Kawhi @kheb26]

Given how dependent the market is on $NVDA ahead of earnings, I compared this to similar situations from the past. $AAPL flourished during the 2020 Covid-era stimulus.

[Fun Guy Kawhi @kheb26]

@DingOffThePost @CheddarFlow That's fair, but the broader bull market cycle started in 2016. I also thought it would be fair to capture the broader cycle which includes crypto and mining, and "FANG" bull runs.

[Fun Guy Kawhi @kheb26]

@newsomgotnext @CheddarFlow Lol explain.

[Fun Guy Kawhi @kheb26]

@DingOffThePost @CheddarFlow Why would they use October 2022?

[Fun Guy Kawhi @kheb26]

@wallstengine First @ylecun and now this?!? Not looking good...

[Fun Guy Kawhi @kheb26]

@arkham @Cobratate @cobratate claimed he bought $5M (50BTC for $101k), what a scam artist.

[Fun Guy Kawhi @kheb26]

@jbulltard1 Is it worth it to wait until after earnings?

[Fun Guy Kawhi @kheb26]

If $BTC loses the $90k resistance, ~$83k support looks like the next test 😬

[Fun Guy Kawhi @kheb26]

Unemployment rate comparisons during various stock market bubbles.

[Fun Guy Kawhi @kheb26]

In this chart, the Japan asset bubble data starting point was 1985, not 1982. There is a typo error on that chart's name.

[Fun Guy Kawhi @kheb26]

Comparing stock market bubbles using February 2016 as a baseline.

[Cheddar Flow @CheddarFlow]

Stocks are in a smallish bubble by most comparisons, per FT

[Fun Guy Kawhi @kheb26]

Stock market bubble comparison.

On my last post, the Japanese bubble used 1985 as the baseline, I had to correct to include 1982 as the baseline.

[Fun Guy Kawhi @kheb26]

Comparing stock market bubbles using February 2016 as a baseline.

[Fun Guy Kawhi @kheb26]

@CheddarFlow Using February 2016 baseline for whoever is interested.

[Fun Guy Kawhi @kheb26]

@CheddarFlow Using February 2016 as a baseline (117 months) yields identical peaks

[Fun Guy Kawhi @kheb26]

@buccocapital Sundar moved it sooner after the November 22 release was leaked, only for the new date to be leaked again 🤣

[Fun Guy Kawhi @kheb26]

@LiamGrantin @DeItaone

[Fun Guy Kawhi @kheb26]

Waiting for crypto liquidation announcements to flood me news feed.

$BTC $ETH $SOL

[Fun Guy Kawhi @kheb26]

How many overleveraged crypto holders getting liquidated today?

[Fun Guy Kawhi @kheb26]

@oguzerkan You better have bought more $NBIS which you've been recommending since earnings release.

[Fun Guy Kawhi @kheb26]

@PythiaR That's a little more optimistic than last 5 years historical growth at ~14%. More so base case than bear case.