Pete Trottier 🇨🇦

Respect for all people

[Pete Trottier 🇨🇦 @PeterTrottier1]

Interesting posts together
@bespokeinvest

[j.d. durkin @jd_durkin]

🚨 “These companies will make almost $17 million during this segment.”

@mattcerminaro puts Big Tech earnings into perspective: the Mag 7 ex-Tesla are producing roughly $2 billion of net income every 24 hours.

[Pete Trottier 🇨🇦 @PeterTrottier1]

And yet.

[Matt Cerminaro @mattcerminaro]

Tech price and forward PE leading into today vs the tech bubble.

Two very different pictures.

[Pete Trottier 🇨🇦 @PeterTrottier1]

@JC_ParetsX Hurray 60\40!

[Pete Trottier 🇨🇦 @PeterTrottier1]

@MikeZaccardi @yardeni You mean the dangerous problem that didn't previously exist?

[Pete Trottier 🇨🇦 @PeterTrottier1]

Stocks almost never return the average

[Phil Rosen @philrosenn]

The S&P 500 is up 10% in 2026, already above its average full-year return dating back to 1950.

Hard to see stocks finishing the rest of the year completely flat from here.

[Pete Trottier 🇨🇦 @PeterTrottier1]

@DoctorTro @KimbleCharting Reduce carbs, whatever diet you're on

[Pete Trottier 🇨🇦 @PeterTrottier1]

@MikeZaccardi The biggest losers are the douchbag Trump enablers, no?

[Pete Trottier 🇨🇦 @PeterTrottier1]

@JC_ParetsX You're right, but you could attempt to understand the concerns, or you could continue to be intellectually lazy and characterize them as communists

[Pete Trottier 🇨🇦 @PeterTrottier1]

@MikeZaccardi @WisdomTreeFunds

[Pete Trottier 🇨🇦 @PeterTrottier1]

The US currency debasement types are having a hard time

[Mike Zaccardi, CFA, CMT 🍖 @MikeZaccardi]

Gold was up close to 30% YTD in January

It's now red for 2026.

Better than bitcoin -31%

[Pete Trottier 🇨🇦 @PeterTrottier1]

@FundstratDirect @MarkNewtonCMT I agree. Thank you Mark

[Pete Trottier 🇨🇦 @PeterTrottier1]

Nobody is thinking about the longer term implications of this. Thanks for the heads up Rory

[Rory Johnston @Rory_Johnston]

Prior to this year, I would have put prob there was a material disruption to traffic through Hormuz at ~1%

Now, it’s prob 10-20% going forward (higher end over the next 1-2 yrs, lower thereafter)—massive shift in risk outlook for the world’s most important source of oil supply

[Pete Trottier 🇨🇦 @PeterTrottier1]

@MikeZaccardi @SoberLook @SteveRattner American exceptionalism

[Pete Trottier 🇨🇦 @PeterTrottier1]

@MikeZaccardi @bespokeinvest It would be something like, the rest of the world is mostly outperforming in Trump 2.0

[Pete Trottier 🇨🇦 @PeterTrottier1]

Technical analysis does help to better understand the probabilities of market trends

[The Compound @TheCompoundNews]

Smart People Still Can’t Time the Market

@awealthofcs @michaelbatnick

[Pete Trottier 🇨🇦 @PeterTrottier1]

@RenMacLLC @LowBeta Great discussion. I wonder what the impact of quantum computing will be on trad-fi?

[Pete Trottier 🇨🇦 @PeterTrottier1]

@MikeZaccardi Maybe El-Nino will be a factor affecting energy and inflation?
https://t.co/01To9vksNY

[Pete Trottier 🇨🇦 @PeterTrottier1]

@ChrisPalmerMD She thought you were Edward Norton?

[Pete Trottier 🇨🇦 @PeterTrottier1]

@WhitakerTA_ @Ritholtz