@PeterLBrandt@Vivek4real_ Lack of funds flow on bitcoin is super interesting
Some buyers that loved the volatility can currently find that in AI in public markets
Also wonder how much volume the prediction markets, Polymarket and Kalshi, have siphoned now that you can bet on government spend/inflation
@PeterLBrandt@Vivek4real_ Lack of funds flow on bitcoin is super interesting
Some buyers that loved the volatility can currently find that in AI in public markets
Also wonder how much volume the prediction markets, Polymarket and Kalshi, have siphoned now that you can bet on government spend/inflation
@KobeissiLetter Crazy to see a surge in job openings $MA $V $UBER
It is increasingly difficult to anticipate weak consumer numbers this summer between the World Cup, data centre spend, job openings spiking, record household balance sheets (from asset inflation), and 250th birthday celebrations
@BourbonCap $PATH looks better and better on fundamentals but such a constant wave of selling from execs
Tough to argue with them if they’d rather always sell
@TheLongInvest In 2022 the real weakness was a couple months after the IPO wave
That’s when you see sellers hit the market and there just isn’t enough liquidity
2026 could have the same in the fall
One of the nation's largest mortgage lenders has launched an athleisure clothing line.
Rate (formerly Guaranteed Rate) has rolled out RateFit, "a wellness-driven lifestyle brand."
They were the 7th largest mortgage lender in the country last year. (I'm as baffled as you are).
@ScroogeCap It shouldn’t be surprising that $GOOG didn’t do a credit offering for $80 billion
Even if you count some of the multi tranche IG deals in the past 12 months as one deal, this would have been 2 to 3x in magnitude
Plus if you are doing equity, do it like this before the IPO wave
@jimcramer The crash in 2022 was a couple months after a wave of IPOs that created a lot of selling pressure
Similar dynamic playing out in mid to late 2026
@iankar_ I hope every bar starts doing free drinks if x, and then hedging the exposure on Kalshi, and getting the free marketing
You could have it for sports a couple nights a week
@KirkLubimov@RichardDias_CFA One of the big distortions in the West is that the biggest source of consumption has become the governments
This means you can have households struggling but broad consumption can hold steadily
Policymakers keep policy restrictive as a result (which further hurts families)
@BullandBaird Stock market bears: “Berkshire isn’t buying anything! They know the market is going to crash.”
Berkshire: “I’ll take a cyclical homebuilder please, and the following day I think I’ll buy some $GOOG near the top. And I’m just starting.”
Finance accounts that have been calling a bubble, citing Berkshire conservatism a key proof point, now watching Berkshire $BRK.A buy a cyclical homebuilder and plow ten billion into $GOOG near the highs all in two days
@BenRabidoux@SteveSaretsky Scary to see Canada experiencing a technical recession, with a housing bust still accelerating, despite 1) household balance sheets being heavily supported by a broadly rising market and 2) many industries receiving demand tailwinds from an accelerating US and global spend
Finance accounts that have been calling a bubble, citing Berkshire conservatism a key proof point, now watching Berkshire $BRK.A buy a cyclical homebuilder and plow ten billion into $GOOG near the highs all in two days