Bear Steepener

Macro enthusiast

[Bear Steepener @squirmstructure]

@HolySmokas Have to learn to love the pain to be the best

[Bear Steepener @squirmstructure]

@amitisinvesting Ha and chip stocks are somehow down massively. Make it make sense. The equity offerings will be going straight to $NVDA, $MU, $SNDK, and $AMD

[Bear Steepener @squirmstructure]

Public life just got 100x worse. But hey at least someone will be rich.

[Pump.fun @Pumpfun]

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[Bear Steepener @squirmstructure]

@pegobry_en Haram

[Bear Steepener @squirmstructure]

@KRL_defi_ The problem with debt is that it increases financial fragility. A physician doesnt have to worry as much about the unexpected. They should make progress on it, but don't let it control their life

[Bear Steepener @squirmstructure]

@PR0GRAMMERHUM0R Such a galaxy brain take. Mail it in guys, some anon on X says no one is buying GPUs.

[Bear Steepener @squirmstructure]

@FinanceJack44 Most likely is that leverage ratios impair their credit rating unacceptably.

[Bear Steepener @squirmstructure]

@GaryMarcus Really validates AAPLs strategy.

[Bear Steepener @squirmstructure]

@leevalueroach A true contrarian would contra the contrarian trade and buy momentum. Momentum has historically delivered alpha for investors

[Bear Steepener @squirmstructure]

Imagine the 60 years of social engineering required for the police officer to actually believe the perpetrator over the victim. A triumph of mass psychology and shared hypnosis over common sense.

[Southampton Times @sotontimes]

Hampshire Police have released the bodycam footage of Henry Nowak being arrested.

*Warning the video is very distressing*

[Bear Steepener @squirmstructure]

@holysmokans NOW has the greatest upside potential through EOY with consumer discretionary stocks in the second position. Drawdown risks for semis aren't negligible at this stage, but I'm confident AMD will outperform over the medium term.

[Bear Steepener @squirmstructure]

@SteveSkojec If nihilism scares you, best to avoid it.

[Bear Steepener @squirmstructure]

@bubbleboi The biggest reason to not believe it is Burry is 95% wrong

[Bear Steepener @squirmstructure]

@Create_Profit Shorting momentum in this market is a suicide wish

[Bear Steepener @squirmstructure]

@Geiger_Capital Traitorous behavior TBH

[Bear Steepener @squirmstructure]

@HolySmokas Jeremy your market intuition and disciplined investing makes you a one of a kind follow

[Bear Steepener @squirmstructure]

Never forget that solemn day Christians were butchered by the thousands due to the weakness and division of Christian men. Never again

[ShadowsOfConstantinople @RomeInTheEast]

On May 28, 1453 the Ottomans were resting for a final assault, “there was an ominous silence.”

I wonder what went through the mind of Constantine XI Palaiologos as he processed the fact that “the only hope left,” a “promised fleet from Venice,” wasn’t coming. Allegedly “Constantine broke down and wept” but also looked to God and the Theotokos for divine aid!

“The hope was dashed when a Venetian ship that had slipped out (ran through the Ottoman blockade) to reconnoitre came back to report that no fleet was to be seen.” To be honest, you must give credit to these scouts. They easily could have decided not to go back to Constantinople once they realized no fleet was coming, but they did their duty.

“The whole of Christendom, it seems, had deserted him in his fight against the enemies of the Cross. He committed himself and his city to the mercy of Christ, His Mother, and the first Christian Emperor, the holy Constantine the Great.” Naturally “the news that they would fight alone must have unnerved some of his Italian allies. Violence broke out among the Genoese and Venetian defenders.” Constantine, as shocked and full of sorrow as he when he heard the news, steeled his nerve and intervened “to remind them that they had a more important conflict on their hands.”

Constantine likely felt fear, resentment, and anger at the events around him. He was paying the debt of his Palaiologan ancestors whom had overseen the decline of the Roman state - but he did what he could. “Constantine commanded that the most venerable icon of the Mother of God, protectress of the city, should be brought out and carried in procession around the streets.” In the final days and hours both Orthodox and Catholics “forgot their differences as they joined together in hymns and prayers.”

Constantine went to the Hagia Sophia to “pray and ask forgiveness and remission of his sins from every bishop present before receiving communion at the altar. The priest who gave the sacrament could not have known that he was administering the last rites” to the last ever Roman Emperor. Nor that it was the last time an Emperor would step in the Great Church. Constantine then “went back to his palace at Blachernai to ask for forgiveness from his household and bid them farewell before riding into the night to make a final inspection of his soldiers at the wall.”

And soon after on May 29 the final battle for the City occurred, and then the life of the Emperor and the Empire was all over.

Source - The Immortal Emperor: The Life and Legend of Constantine Palaiologos, Last Emperor of the Romans by Donald M. Nicol

[Bear Steepener @squirmstructure]

@9mmsmg At least with Mexicans, American law gives us optionality to deport. The "law" is the guardrail for millions of visa workers

[Bear Steepener @squirmstructure]

@Mr_Derivatives Im not sure 10000 is on deck that fast, but I would be willing to bet on massive EPS expansion as AI benefits accrue to companies. The equity markets will be massive beneficiaries.

[Bear Steepener @squirmstructure]

@YodaStockInvest Didn't make sense to trim MU at the inflection point of its growth