Stephen Porter

All opinions are my own. Tweets are not financial advice

[Stephen Porter @sppendy]

@JOKAQARMY1 Dark Skies is the name of the movie

[Stephen Porter @sppendy]

@bluewmist Tell one person and ask for help. It was the hardest thing I ever did and the result was a life beyond my wildest imagination.

[Stephen Porter @sppendy]

@ShawnRyan762 @ShawnRyanShow Is Colonel Pete Blaber's firsthand experience and assessment of Takur Ghar / Roberts Ridge - and CMC Slabinski – widely known / consensus @AndyStumpf77 @JackCarrUSA @ShawnRyan762 @jockowillink?

[Stephen Porter @sppendy]

@Upworkout If you only try one, try 1. standing shakeouts for 60 seconds when you wake up.

[Stephen Porter @sppendy]

@johnarnold Please keep your commentary, thoughts, & ideas coming!

[Stephen Porter @sppendy]

@DCinvestor I could see him getting the green light to put this messaging out there, which is consistent with his pre-appointment beliefs on American interventionism (Ukraine, GWOT, etc.)

[Stephen Porter @sppendy]

@CliffordAsness Who else is on your list of go-to reads? Folks whose work you never skip! 🙏🏻

[Stephen Porter @sppendy]

@JackFarley96 @josephwang Please be druck

[Stephen Porter @sppendy]

@caphill_bagman Breathtaking bro

[Stephen Porter @sppendy]

I feel like it's everyone's savings account now?

We can seamlessly move money from a brokerage to checking account same-day or T+1.

It's liquidity needed in the next 12 months. Mortgage supplement, taxes, insurance - and maybe one or two unplanned surprises.

Psychologically, if all you've ever known is ZERP, maybe getting 4% and declining rates might just be an "is what it is" situation.

These aren't risk-seeking dollars — I'm consuming this cash in the next 12m and if you're blessed to have excess, that money gets invested.

I don't think I'm unique here and there are many such cases, no?

[Stephen Porter @sppendy]

I think it's just everyone's savings account now?

Those with savings / earmarked liquidity can seamlessly transfer funds between internal (brokerage to checking) accounts and external providers, with same- or next day liquidity.

Our MMF is cash that's needed in the next 12 months for household annual run rate and planed large expenditures (taxes, camp, etc.).

Many such cases, no?

It's cash that I need ready access to and maybe getting 3.9% or even 2.5% is fine?

[Stephen Porter @sppendy]

@JackFarley96 Druck?!

[Stephen Porter @sppendy]

@conksresearch @IronWolfCredit We thinking November / December, or...

[Stephen Porter @sppendy]

@anduriltech Would love to know what @GBRSGroup thinks...

[Stephen Porter @sppendy]

Authenticity is the new currency and he's at least making an effort for the public to get to know him and his public policy ideas, which are differentiated, and authentically "his" relative to the field. His marketing and video content is quite crisp, well produced, and her churns it out regularly. He's trying to earn a spot in our living rooms, so what's everyone else doing?

[Stephen Porter @sppendy]

@WinfieldSmart goated

[Stephen Porter @sppendy]

@CollinRugg Many such cases, I feel.

[Stephen Porter @sppendy]

@JoeConchaTV @ggreenwald

[Stephen Porter @sppendy]

@markoinny "Trump collar"

Buy distressed cyclical sectors hit hard by trade war fear - semis, energy, metals, & mining.

Short overvalued defensives

October 2018 sell-off was "one of the more curious events in U.S. financial history" (something similar in 2025?)

@markoinny?

[Stephen Porter @sppendy]

@ShawnRyanShow