Logan D. Guest

Business Consultant | My likes & retweets are not endorsements | Nothing here should be considered financial advice

[Logan D. Guest @logandguest]

@IrishTalian @mymomcare @GuntherEagleman @elonmusk Trained by humans to be political and have opinions on race…

[Logan D. Guest @logandguest]

@Anthraxx187 @akafaceUS @grok https://t.co/Nj8kYMm892

[Logan D. Guest @logandguest]

Big put premium on $PEP #PEPSI for 06/20 expiration from right before yesterdays close

[Naval @naval]

Elon’s stance is principled.

Trump’s stance is practical.

Tech needs Republicans for the present.

Republicans need Tech for the future.

Drop the tax cuts, cut some pork, get the bill through.

[Planesanity @planesanity]

Shocking footage of the Delta crash yesterday!

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Hedge funds were net buyers of US equities for 5-straight days last week at the fastest pace since November 2024.

This is a sharp reversal from the previous 5 straight weeks of selling.

As a result, US single stocks posted their biggest net purchase in over 3 years, according to Goldman Sachs.

Furthermore, long buys outpaced short sales by almost 10 to 1.

Hedge funds purchased 8 of 11 S&P 500 sectors with only financials and real estate being net sold.

Information Technology sector experienced its largest net buy since December 2021 and the second-largest over the last 5 years.

Hedge funds are on a buying spree.

[Ben @USMortality]

Pardons by US President. Why did Biden need to pardon so many more?

[Bespoke @bespokeinvest]

The bottom fell out today on this 13th straight day with more decliners than advancers. Just 18.9% of stocks remain above their 50-DMAs. Energy, Materials, Real Estate, and Utilities all have single-digit readings.

[Chamath Palihapitiya @chamath]

This is pathetically bad. Canadians opted towards warm, fuzzy DEI nonsense. Look at how the international community voted economically as a result.

This is an important lesson for the rest of us to learn.

Socialist, virtue signaling is a quick way to shut yourself off from capital. Given enough time, this will eventually run your economy onto the rocks.

California, especially, needs to pay close attention.

[TrendSpider @TrendSpider]

The world's largest prediction market now has Republicans as the favorite to win the Presidency, Senate & House next month.

If that happens, we could see a rare political sweep—meaning a clear path for policy changes, unlike the gridlock of a split government.

For the stock market, that’s huge: a unified government can push through sweeping reforms that impact everything from taxes to regulations, shifting market dynamics fast.

If the odds of a sweep grow, so will volatility. 🎢 $SPY

[David Marlin @Marlin_Capital]

$SPX P/E Ratios at the beginning of Fed easing cycles:

2024 has the highest P/E at the start of a Fed cutting cycle in 60+ years.

$SPY $QQQ $TSLA $NVDA $AAPL $MSFT

[Jesse Felder @jessefelder]

'There have been 6 "lost decades" in which an investor in a 60/40 portfolio would have either broken even relative to inflation or lost money in real terms. They all began when either or both stocks and bonds were trading at extremely high valuations.' https://t.co/DrZJgodTB0

[DogeDesigner @cb_doge]

A conversation between Tesla Optimus bot and a human is the best thing you’ll see on the internet today.

[unusual_whales @unusual_whales]

The 13,099 immigrants convicted of homicide living in the U.S. may have never had contact with ICE, the two law enforcement officials said.

Read more: https://t.co/GHNC351QBD

[Kyle Becker @kylenabecker]

This dude's trolling of the DNC is one for the history books 🤣

[Elon Musk @elonmusk]

“No guarantee of free speech” - Walz

[TrendSpider @TrendSpider]

$CRWD CrowdStrike bulls looking for support like:

[Logan D. Guest @logandguest]

Not only do I believe this is wrong for the sake of equal competition, I believe this is down right dangerous and the officials that allowed this bout should have their licenses taken away immediately.

[*Walter Bloomberg @DeItaone]

A BOXER DEEMED A 'BIOLOGICAL MALE' TODAY WON AGAINST AN ITALIAN WOMAN IN ONE OF THE MOST CONTROVERSIAL OLYMPIC BOUTS EVER.

Female boxer yells 'this is unjust' and falls to her knees in tears as she quits fight against 'biologically male' Olympic opponent Imane Khelif after just 46 SECONDS following two powerful punches

#OlympicGames

[The Kobeissi Letter @KobeissiLetter]

What is happening here?

The difference between non-farm payrolls and the household survey is now 3 MILLION jobs since Q4 2021.

The household survey is a widely followed datapoint as it only counts workers once, even if they have multiple jobs.

This data shows that net job additions over the last year were near ZERO.

At the same time, non-farm payrolls reported that ~2 million jobs have been created over the same time period.

There is a massive disconnect between data and reality.

[Callum Thomas @Callum_Thomas]

"the jobs market is strong"