Sed Poché

[Freddy🇩🇪 @FreddyLA7]

Omg this is insane

[Sed Poché @Sedpoche]

@MrTinvests Waiting for next leg lower as you stated. I’ve already started nibbling when it hit lows today just in case though.

[Scott Van Pelt @notthefakeSVP]

@MikeGillShow LSU is the # 1 overall seed in any drinking endeavor. You may be pros, they are a different species altogether.

Enjoy Omaha.

[Pardon My Take @PardonMyTake]

Joe Brady crafted the perfect game plan against Alabama that had Saban scratching his head

Presented by @ChevyTrucks #chevy #ad #silverado

[Überrenditen @Uberrenditen]

Der 100-Jahre-Plan für den Aktienmarkt

Wenn du dir die letzten 100 Jahre anschaust, siehst du ein klares Muster: Der Markt wiederholt immer wieder die gleichen Zyklen. Seit der Großen Depression 1930 gab es drei große Abwärtsphasen und drei Aufwärtsphasen .
Wir stecken gerade mitten im dritten großen Bullenmarkt.

Die schlechten Zeiten (Bärenmärkte)
Diese Phasen dauerten meistens etwa 9 Jahre (die Weltwirtschaftskrise von 1930 war mit 12 Jahren eine Ausnahme). Ein typisches Zeichen war, dass der Markt zweimal oben und zweimal unten „anklopfte“, bevor es wieder aufwärts ging. Oft krachte der Kurs bis zu einer bestimmten langfristigen Linie (dem 300er-Schnitt im Monatschart) und startete von dort aus neu durch.

Die guten Zeiten (Bullenmärkte)
Die ersten beiden großen Aufwärtsphasen dauerten jeweils 24 und 25 Jahre. Das Spannende: Sobald der Markt einmal Fahrt aufgenommen hatte, fiel er fast nie unter eine bestimmte grüne Linie (den 100er-Schnitt). Die blaue Linie (50er-Schnitt) war dabei immer die beste Chance, um günstig nachzukaufen, wenn es mal zwischendurch ruckelte.

Warum steigt der Markt so extrem?
Hinter jedem Bullenmarkt steckt eine neue Technologie:
Früher waren es industrielle Durchbrüche.
Dann kam der Internet-Boom.
Heute erleben wir den E-Commerce- und Social-Media-Boom.

Klar, irgendwann platzen diese Blasen immer, weil die Leute übertreiben. Aber die Technik bleibt! Das Internet ist nicht verschwunden, nur weil die Kurse im Jahr 2000 abgestürzt sind – es wurde zum Fundament für alles, was wir heute nutzen.

Der KI-Boom
Wir sind jetzt im zweiten Teil des aktuellen Aufschwungs, und der wird von der Künstlichen Intelligenz getrieben. Wahrscheinlich wird diese Blase um das Jahr 2034 platzen. Das wird wehtun, aber danach wird KI das feste Rückgrat unserer gesamten Wirtschaft sein.
Im Grunde sind die letzten 100 Jahre eine Kette von Erfindungen, die die Kurse immer höher treiben. Die Abstürze zwischendurch sind nur dazu da, die heiße Luft rauszulassen und Platz für neues Geld und die nächste Technologie zu machen.

Was bedeutet das für dich heute?
Wenn dieser Zyklus so läuft wie die letzten beiden, könnte der S&P 500 bis auf 17.000 Punkte steigen.

Es wird zwischendurch immer wieder Korrekturen geben. Der Zoll-Crash Anfang 2025 war so ein Moment, hat aber die wichtige blaue Linie nicht ganz berührt.

Schau auf den RSI-Anzeiger. Wenn der unter 30 fällt, ist das eine Chance des Jahrzehnts. Das ist in 100 Jahren erst sechsmal passiert – und jedes Mal war es der perfekte Zeitpunkt zum Kaufen.

Liken, Folgen, Speichern, Kommentieren, Teilen.
Danke für den Support 🫶😊🫶

[Ryan Detrick, CMT @RyanDetrick]

Next time you hear a big hedge fund manager say something bearish, know they've been doing this most of the secular bull market we've been in since 2013.

Nice set of headlines from @awealthofcs here.

[Heisenberg @Mr_Derivatives]

$SPX Just maybe...?

I mean it did it the last two times...

[Heisenberg @Mr_Derivatives]

$SPX

Eerily similar innit?!

[Heisenberg @Mr_Derivatives]

2008 GFC Crash:

Initially dropped 19% unabated, rallied 14%, before the next shoe dropped.

2018 Taper Tantrum Crash:

Initially dropped 11% unabated, rallied 8%, before the next shoe dropped.

2020 Covid Crash:

Initially dropped 15% unabated, rallied 10%, before the next shoe dropped.

2022 High Interest/Inflation Crash:

Initially dropped 12% unabated, rallied 9%, before the next shoe dropped.

2025 Trump Tariffs Crash:

Initially dropped 10% unabated, rallied 5%, before the next shoe dropped.

2026 Iran War Crash:

Initially drops 10% unabated (so far), rallies ?%, before next shoe drops?

[Peter Burns @PeterBurnsESPN]

LONG POST ��🚨

Here's my breakdown of LSU's bold 2 year approach:

How much it will cost and what success they need to make it worth it.

Focus on CFB, MBB, WBB and Baseball.

Cost: $200M Investment over next 2 years (Buyouts, salaries, new hire, NIL for Rosters)

What each sports needs to do to make it worth it over 2 years:

CFB: 2 Playoff Bids, 1 Deep Run
MBB: 2 Tournament Bids, 1 Sweet 16 Run
WBB: At least 1 Final Four Run
BSB: 2 CWS bids, 1 Title Run

LSU's doesn't need all 4 to hit, just 2/3 but Football HAS to be 1 of them.

If you hit 2 of 3 those goals with Football, you'll bring in around $100M in direct sports revenue.

Booster/Donor surge:
Estimating $100M in donations over 2 years.

Tuition: Turning LSU into national brand vs state brand

Out of state students 2022: 32%
Out of state students 2024: 40%

If you grow that by 8% again:
$50M extra.

Media Value:
LSU already Top 3 (If not #1) brand in college space.

If this works, LSU likely grabs additional $25M in Media exposure:

So here's the math....

$200M investment:

If plan works:
$100M in Athletic revenue
$100M in Donations
$50M in Tuition bump
+ (25M in Media Value)

$250M payoff on $200M invested

So it can absolutely payoff, but football has to hit 2 year benchmark or everything falls apart.

[MadDog @FearAndMadnUS]

George Orwell, from 1984:

“The war is not meant to be won. It is meant to be continuous. The essential act of modern warfare is the destruction of the produce of human labour. A hierarchical society is only possible on the basis of poverty and ignorance. In principle, the war effort is always planned to keep society on the brink of starvation. The war is waged by the ruling group against its own subjects, and its object is not victory over Eurasia or Eastasia, but to keep the very structure of society intact."

[Hayes Major (LANE STATE UNIVERSITY) @hmg_4124]

yk what #JustDifferent means?

LSU is the only school with:

-4 BSB national titles since 2000.

-8 BSB national titles since 1990

-20 CWS Appearances since 1986

- 3+ natties in Football and Baseball since 2000.

- 3 of last 4 coaches in Football and Baseball winning natties

[SEC Numbers Guy @secnumbersguy]

Average Margin of Victory Against Teams in the Final Top 10:
-2019 LSU: 23.25
-2025 Indiana: 17.6

Debate settled.

LSU REMAINS the BEST college football team of ALL TIME.

[Matt Moscona @MattMoscona]

Congratulations to Indiana. Great team.

Now, here’s your reminder that 2019 LSU would have beaten you like a drum.

[Preston Guy @PGuy77]

Reasons why 2019 #LSU is the greatest team of all time.

1. Seven wins over top-10 teams - the most in FBS history.
2. Not once did an apposing team have the ball with a chance to tie the game in the 4th quarter.
3. Joe Burrow had the only 6,000-yard season in FBS history.
…

[Camus @newstart_2024]

Andrew Huberman & David Goggins drop a brutal truth on wealth, friction & willpower:

Huberman: "The children of wealthy people are a case study in how not having enough friction can destroy a life."

Too much comfort → no need to grind → lives that dwindle or plateau at "successful enough."
The engine runs on the stick, the haunt, the internal fire. Give that up and you're done.

Goggins fires back: "Everything I've ever done, I didn't want to do. Every day. I'm a lazy piece of shit... and one of the hardest-working people on earth."
He built unbreakable willpower by forcing himself through what he hated. Now it won't let him stop—even at 49 with broken knees.
The body says "you still can," so he runs. Stop once, and that muscle dies.
"Most people don't want to build it because it's scary—it unlocks who you really are... and it's not a pretty journey."

Friction isn't the enemy. It's the forge. Remove it (money, safety nets, no consequences) and you stay soft. Embrace it deliberately, and you become something most people can't even comprehend.

3:54 clip of two titans breaking down why comfort kills and pain builds legends 👇

What's the one piece of "friction" in your life that keeps you sharp? Or the comfort you're tempted to drop that might actually be holding you back?

[SEC Numbers Guy @secnumbersguy]

National Championships by Conference - College Football Playoff Era:
-SEC: 6
-ACC: 2
-Big Ten: 2
-Big 12: 0

It just means more in the SEC!

[Kalshi Football @KalshiFB]

Tyrann Mathieu at LSU was GENERATIONAL 🙌

[Charlie Bilello @charliebilello]

US employers have announced 1.2 million job cuts so far this year, the highest total since 2020 (recession) and before that 2008-2009 (recession).