Laith Capital

Equities/macro

[Laith Capital @laithcapital]

Per FT: The US Treasury department has said it will double the size of its buyback of long-term US government debt following a sharp sell-off that has sent borrowing costs soaring to multiyear highs.

Just fix the deficit ffs

[Laith Capital @laithcapital]

When Anthropic goes public the real big move will be to purchase $AMZN

The IPO likely pro-longs any tech market correction for quite a while too and gives them the cash to continue infra spend

[Laith Capital @laithcapital]

@RollingHedge All of this combined with a potential rate hike could turn the show around

[Laith Capital @laithcapital]

Long-term duration bonds are going to be so fucking cooked in the years to come

[Laith Capital @laithcapital]

@FromValue His concerns about US debt are valid and will come to fruition, just much longer than he expects it to since people will ignore the issue as long as possible, but probably won’t be useful in terms of any stock picking as earnings ramp up post AI capex accel

[Laith Capital @laithcapital]

@taobanker Ahh you meant HoldCo, yeah much more interesting than the automotive stock

[Laith Capital @laithcapital]

@Tim_Denning Whatever you have to tell yourself to cope.

Truth is you got to be a real killer to succeed at that level in corporate. Little internet dweeb couldn’t get to a Fortune 500 CEO role

[Laith Capital @laithcapital]

@sonofthecobra @ThomBrady5 Yes but in order for your communist ideals to work you have to pretend like these things don’t exist, assume the economy works in a magical vacuum & also have a delusional understanding of human incentive

[Laith Capital @laithcapital]

@veryfineppl @PlisskenPatriot Does calling people faggots make it easier for you to cope with the fact you’re an extremely unimpressive human being,

to the extent that you must make up random bullshit about a family you’ve never heard of, to make it slightly easier to pay this months rent?

[Laith Capital @laithcapital]

@veryfineppl @PlisskenPatriot You are proof that humanity is near its collapse, as you (to no apparent advantage ) have made up a complete lie on the spot about something inconsequential just for the sake of it.

The beginning of the end. But I guess when you’re untalented this is what you have to resort to

[Laith Capital @laithcapital]

@taobanker Imagine you got a building full of above average intelligence people who have to think about trade ideas for 8+ hrs a day.

The human bias will be towards doing action rather than doing nothing, which is the tricky bit that Buffet does better

[Laith Capital @laithcapital]

@taobanker Unrelated but what are your thoughts on $AMZN ?

[Laith Capital @laithcapital]

@kejca Great businesses, but no so great investments in current public market structure.

Also brand is the weakest out of all moats relative to switching costs, extremely high capital required, network effects, etc

[Laith Capital @laithcapital]

@ReubenR80027912 Someone as smart as you shouldn’t be naive enough to not take what Sam says with a pinch of salt.

His job is to be a salesman and saying stuff like this will make it easier to continue raising capital at higher valuations while taking massive loss in the billions per year

[J.D. Banker @DadInvest]

I get the feeling that we’ve had it too good for too long and there are certainly names that will after getting out over their skis but jeez Louise the bottoms up S&P 500 EPS is expected to grow 20% this year, at the index level this price action this year is just earnings growth with no multiple expansion.

[Laith Capital @laithcapital]

@DadInvest Mid 40s and he’s a JA? Doesn’t make sense

[Fugitive Caesar @ThomBrady5]

@0x49fa98 @HankHeil Peter Thiel wrote a 30 page pdf here about how America's ruling class likewise was scared of religion, and particularly disturbed by Islam after 9/11 because irrational spiritual impulses were something they couldn't control. https://t.co/rZTWLrWzpo

[Laith Capital @laithcapital]

@Larryjamieson_ Well if he was an unproductive or unambitious guy I’m sure he would’ve taken that path