Protocol Anthropology

-Random Musings on Markets-

[Protocol Anthropology @ProtocolAnthro1]

@Vheewhy8 @savannahvicario Real talk. Theres no way someone on twitter could convince me they wont let their kids have screen time. Kids will copy the behavior of the parent

[Protocol Anthropology @ProtocolAnthro1]

@zentrader1254 You've really turned bearish lately

[Protocol Anthropology @ProtocolAnthro1]

@AlpacaAurelius Go to any commercial gym. Most are not training that hard.

[Protocol Anthropology @ProtocolAnthro1]

@MatznerJon @scovingtoniii I mean this respectfully, as I enjoy most of your content.

It's not for you to decide what your customers privacy is worth to them. Its owed to them by default.

[Protocol Anthropology @ProtocolAnthro1]

@realDillonEvans @JimmyWinrar @AssetReset 6-7% isnt overthinking with nominal GDP growing at 9%. Overhiking is 10%

[Protocol Anthropology @ProtocolAnthro1]

@AssetReset There should be a point in 2023 where the market is pricing at a 23x fwd multiple. Maybe see spy 5,500. But it will be short lived.

[Protocol Anthropology @ProtocolAnthro1]

@SixSigmaCapital I'd pay 12x its recession trough eps. My guess that's around $70/share.

[Protocol Anthropology @ProtocolAnthro1]

@ecommerceshares @WealthOrDie I will absolutely take a bet that Amzn outperforms all those next year

[Protocol Anthropology @ProtocolAnthro1]

@thesmbadvisor You're a Blessed man. Beautiful Family.

[Protocol Anthropology @ProtocolAnthro1]

@artofinvestmnt Gold or oil

Each one of those was a fringe idea at inception of it's decade

[Protocol Anthropology @ProtocolAnthro1]

@Will_DeCotiis @goldFLUSH We were just at 4.25%. Not far from your upside target

[Protocol Anthropology @ProtocolAnthro1]

@jonfitzsimon @housleyd @thesmbadvisor If you stick with the known facts today. That would lead to deferring the taxes that you owe. You dont know what taxes you'll owe tomorrow, if any.

Who knows what tomorrow holds.

[Protocol Anthropology @ProtocolAnthro1]

@jonfitzsimon @housleyd @thesmbadvisor Likewise, who's to say in 20 yrs congress doesnt amend Medicare or other benefits to be reduced based on roth distributions.

[Protocol Anthropology @ProtocolAnthro1]

@Mr_Chestnut_ @InvestorSma @highyield6 His 2026 prediction is incredibly insightful. It's likely what happens and from there you can work backwards as to what happens between then

[Protocol Anthropology @ProtocolAnthro1]

@IrnestKaplan Multiples are too high on nearly everything. Market still has not priced in lower fwd multiples due to end of the 40 yr bond bull. I use a 2032 rf=5% & risk premium=2.5%

[Protocol Anthropology @ProtocolAnthro1]

@IrnestKaplan I've been running similar projections for nearly every company. Hard to find anything that'll earn over 8% arr

[Protocol Anthropology @ProtocolAnthro1]

@kP_wHaT_yA_sAy @CryptoKaleo Gain funds for survival? Lol.

[Protocol Anthropology @ProtocolAnthro1]

@JarryCapital @countdraghula Agree. The curve inversion signal is clearly broken. Meaning the market has overpriced the effectiveness of the yield curve and under priced it's alternative.

[Protocol Anthropology @ProtocolAnthro1]

@AssetReset Vix has been in an uptrend all year. If it breaks that low watch out. Spy 4400 would be in play

[Protocol Anthropology @ProtocolAnthro1]

@nations_jared @JoeCassandra The difference is

Venture Founder Is not just selling to customers. But selling to Investors.

#1 is only ever selling to customers