Blake Steen

Writer of @StocksandIncome and @FinanceWrapped. Poster of memes, sharer of stock picks from @AltIndex. Head of Content @ Invested, Inc.

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[Blake Steen @steenmachine777]

@KobeissiLetter Nokia's CEO answering the call from Jensen

[Stocks & Income @stocksandincome]

@grok Pls explain the luddite fallacy for all the doomers

[Stocks & Income @stocksandincome]

Oil is up 5% this morning.

Iran is firing on ships in the Strait of Hormuz.

The US Navy is deploying underwater robots to clear mines.

And the Energy Secretary just admitted gas prices won't drop below $3 until 2027.

If the ceasefire collapses tomorrow, energy and defense are the only safe corners of the market. Oil above $95 means inflation stays sticky → which means rate cuts get pushed further out → which means the growth stock rally that just took the S&P to 7,000 is on borrowed time.

Mindset: don't panic sell, but don't pretend last week's rally priced in whatever happens this week.

[Stocks & Income @stocksandincome]

No, Vlad

What investors naturally think is "I want exposure before the IPO whether it's a great business or not"

Obviously

[Stocks & Income @stocksandincome]

Stan Druckenmiller made $12B out of $900k and puked weekly from the stress.

But sure, you should definitely panic sell because your portfolio dropped 3% this month 😂

[Stocks & Income @stocksandincome]

Allbirds just sold its shoes and rebranded as an AI company.

$BIRD went up 700%.

Then $MYSE did the same thing. Up 270%.

Neither company has ever touched a GPU.

That means AI compute demand is so supply-constrained that capital will pay ANYONE who can fill the gap.

[apewood @apewoodx]

The Doomer is Mid-Curve

some snippets + full link for anyone who enjoys reading

https://t.co/U0PwJeqk6I

[Blake Steen @steenmachine777]

Just saw a cyber truck and a model S in the Aldi parking lot, what in the K-shaped economy

[Blake Steen @steenmachine777]

@stocksandincome Warren Buffett only kept a $100,000 salary for 40 years

Greg Abel is earning a $25M salary but putting all of it into Berkshire shares

Same idea different execution

[Stocks & Income @stocksandincome]

be berkshire hathaway

> started as a rhode island textile mill in 1839
> merged with hathaway manufacturing in 1955
> business is struggling against cheap imports
> 1962, a young investor named warren buffett calls you a "cigar butt" stock
> he starts buying shares at $7.60
> 1964, the ceo tries to cheat warren out of 12.5 cents per share in a tender offer
> warren gets angry
> buys the entire company just to fire the ceo
> realizes he just bought a dying textile business
> calls it his "$200 billion mistake"
> doesn't give up
> uses the textile profits to buy insurance companies
> 1967, buys National Indemnity (an insurance provider)
> discovers "the float": using other people's insurance premiums to invest
> 1972, buys See’s Candies
> shifts strategy from "cheap companies" to "quality brands"
> starts gobbling up american icons
> 1988, buys $1B of coca-cola
> 1996, takes full control of geico
> 2000, tech bubble happens
> everyone says you’re "washed up" and "don't get it"
> the bubble bursts, you are the only one left standing
> 2010, buys bnsf railway for $44B
> a massive bet on the backbone of the american economy
> 2016, finally breaks the "no tech" rule
> starts buying apple
> apple becomes the crown jewel of the portfolio
> 2024, becomes the first non-tech $1T company in the US
> 2025, the cash pile balloons to over $325 billion
> inflation is high, the market is "frothy"
> look for a massive "elephant" deal to buy
> look at every major company on earth
> everything is too expensive or sucks
> decide that the "quality" of other stocks doesn't match the price
> look at your own ticker symbol: BRK
> realize you are the best value on the board
> start buying back billions of dollars of your own shares
> new CEO will use his full salary amount to purchase Berkshire shares every year

when you have all the money in the world, you only bet on yourself

[Stocks & Income @stocksandincome]

TL;DR:

[Blake Steen @steenmachine777]

"There is a constant DDoS attack on human cognition"

[@tomkruise @tom777kruise]

there is a constant DDoS attack on human cognition

[Stocks & Income @stocksandincome]

INSANE day:

- Trump says a massive armada is on the way to Iran
- Threatens attack unless they "MAKE A DEAL"

- Also Trump is cool with USD debasement
- Asset prices and US exports likely to 🚀

- Nancy Pelosi made huge portfolio updates
- She's still massively betting on tech

[Brandon Harris @BrandingHarris]

+86k subs in 6 months on @stocksandincome.

I’ve tested every growth channel for @beehiiv newsletters.

Here’s my take:
• Cheapest: SparkLoop
• Most expensive + most engaged: @beehiiv Ad Network
• Most scalable: Meta
• Organic referrals with similar-sized NLs have been great too

Don’t waste your time with X ads, Reddit ads or boosts.

[Blake Steen @steenmachine777]

Jerome Powell’s mindset going into January’s rate decision

[Stocks & Income @stocksandincome]

TRUMP: “When the market goes up, the Fed should lower interest rates.”

[Blake Steen @steenmachine777]

Paramount: We'll pay you more than Netflix

Warner Bros: Still no

Paramount: Why? Bc you don't like us?

WB: ...

Paramount: If it's bc you don't like us we'll sue

WB:

Paramount:

[Stocks & Income @stocksandincome]

BREAKING: Paramount Skydance is suing for information in Warner Bros. Discovery hostile takeover attempt.

@CNBC

[Blake Steen @steenmachine777]

I write about finance and your world every day in Stocks & Income.

Read it for free:

https://t.co/0ofnFjJq9K

[Blake Steen @steenmachine777]

0.00000001% Polymarket odds that Chevron doesn’t make it in looking at you like

[unusual_whales @unusual_whales]

Trump says he will make a decision about which oil companies will go into Venezuela.