mattex53

Seeking freedom

[mattex53 @mattex53]

Most stupid useless person in the world.

[Megatron @Megatron_ron]

🇪🇺Ursula von der Leyen regarding the energy crises in Europe:

“The cheapest energy is the one you don't use. Stay home, don't drive, don't use electricity.”

[mattex53 @mattex53]

Bullish

[Andy Constan @dampedspring]

I just went max bearish equities. However plenty of bull cases exist. The six big things that can make me wrong

1) Collapse of long term oil prices back to the low's
2) The passage of a highly stimulative fiscal package or reconcilliation
3) Manipulation of the Treasury Issuance such that they issue less duration and more bills, and Fed Balance sheet manipulation - These things are really bad for USD
4) AI ROI for all spenders on picks and shovels surprises on the upside vs already lofty earnings expectations AND margin doesnt come from firing workers.
5) Fed cuts short rates more than expected
6) Investors, companies, and banks lever up more than expected to invest and consume (Animal spirits accelerate and persist.) Which absorbs the massive overhang of issuance of government bonds, corporate bonds, IPO's etc which elevated growth expectations depend without a decline in prices, rise in yields.

[mattex53 @mattex53]

@RadioGenoa The apocalypse in one picture

[mattex53 @mattex53]

@nequalonetrader You supported Kamala if I recall well

[mattex53 @mattex53]

@cfromhertz Don't fight the Fed

[mattex53 @mattex53]

Remind me in 2 months

[The Factor Report @PeterLBrandt]

Four signs the high is in for the S&Ps for the next four or five years
1. Last March I made the case on X that S&Ps would develop a 5-yr trading range from 4,500 to 7,000
✅
Keep reading
⬇️

[The Factor Report @PeterLBrandt]

Four signs the high is in for the S&Ps for the next four or five years
1. Last March I made the case on X that S&Ps would develop a 5-yr trading range from 4,500 to 7,000
✅
Keep reading
⬇️

[mattex53 @mattex53]

@jakebrowatzke One of the most stupid posts I read in a while..

[mattex53 @mattex53]

@TheChiefNerd Who will buy their stuff when people are unemployed?

[mattex53 @mattex53]

@pharmabro6 huge, congrats

[mattex53 @mattex53]

@nrschd Quale destino per questa europa? Che grande tristezza, gli ultimi 15 anni sono una parentesi di storia imbarazzante

[mattex53 @mattex53]

@jimmmmmmmmmmmny oops

[mattex53 @mattex53]

chase higher

[THE SHORT BEAR @TheShortBear]

No chasing by professional investors.

[Sound Dobad @SoundDobad]

People were bragging about being European and you weren’t buying?

[mattex53 @mattex53]

@TheShortBear Man, I love your posts but 2 days ago you were warning about another -20% to match historical valuations

[mattex53 @mattex53]

@Pentosh1 This is not far right, it's common sense

[mattex53 @mattex53]

@mrk4m1 Stessa cosa io, ma non fa vivere bene avercela col mondo...

[mattex53 @mattex53]

@sircryptokami Sir endless alpha 🙌

[Crypto Tea @Cryptotea]

“Bitcoin can’t keep running like this”

Bitcoin:

[mattex53 @mattex53]

@RadioGenoa Fuck this shit