Mark Le Dain

CRO, Fuelled - Building the Global Equipment Marketplace for Oil, Gas, Power & Mining | Energy tech and fintech. Be kind.

[Mark Le Dain @mark_ledain]

@ThierryBorgeat @market_sleuth Don’t the quality names just get dragged down with the broader market from here?

[Mark Le Dain @mark_ledain]

@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

[Mark Le Dain @mark_ledain]

@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

[Mark Le Dain @mark_ledain]

@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

[Mark Le Dain @mark_ledain]

@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

[Mark Le Dain @mark_ledain]

I’m so worried the rewards are just going to be more PayPal shares $PYPL

[Mark Le Dain @mark_ledain]

@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

[Mark Le Dain @mark_ledain]

@zerohedge Australian and Asian miners running out of fuel has been the most surprising additional tailwind to the copper bull market

[Mark Le Dain @mark_ledain]

@sickdotdev So worried I’m going to get this notification as an adult user

[Mark Le Dain @mark_ledain]

“Everyone at the gym needs to know how levered I am” - me tossing on my mortgage lender athleisure clothing

[Colin Robertson @mortgagetruth]

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).

[Mark Le Dain @mark_ledain]

@CBSNews Just in time for the wave of IPOs

[Mark Le Dain @mark_ledain]

@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

[Mark Le Dain @mark_ledain]

@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

[Mark Le Dain @mark_ledain]

@GaryMarcus Most of the names have existing monopolies on certain types of customers/work that they can deploy it into

[Mark Le Dain @mark_ledain]

@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

[Mark Le Dain @mark_ledain]

@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)

[Mark Le Dain @mark_ledain]

@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.”

[Mark Le Dain @mark_ledain]

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

[Mark Le Dain @mark_ledain]

@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

[Mark Le Dain @mark_ledain]

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