Personal investment research and commentary -- not financial advice.
On a long enough timeline, the survival rate for everyone drops to zero. #ThetaGang
Stock investing is predicting future market sentiment for Company XYZ on some timeline and hopping on an infinite roller coaster of "will they"/"won't they" drama
Bond investing means Company XYZ owes you money. Period. You're Pauly from Goodfellas
Lenders are the real owners
@kaitduffy Yeah, I really doubt that you are "def going to start" because it will make "a lot of traders" "mad"
Honestly, I have no idea why Twitter is even showing me this tweet because I don't follow you and it's of little interest. But it caused me to interact, so enjoy the attention
Jobless claims at 8-month high
Record inflation at 9.1%
Real estate bidding wars ending
Inverted yield curves
Potential 100bps rate hike
"Be greedy when others are fearful" doesn't have to mean being long assets; it can mean stockpiling USD & taking bearish positions