The Market State

The bubble will burst and blow up again!

not an advice!!

[The Market State @themarketstate]

@biancoresearch This reminds of YT vids talking of China collapsing in next X days. Every few months there's one collapse happening in China. Same here, we're most likely in our 10th WW3 start.

[The Market State @themarketstate]

@ankursingla4 @vaibhavbetter @MrinaliniArora Not all of the AUM shifts, a small amount because of the relationship factor. It's cylical and will shift with Markets, when markets do bad AUM shifts to assets which yield less fees directly or indirectly. Inflection point will be few yrs from now when wealth is handed down.

[The Market State @themarketstate]

@PauloMacro @Martyn_Lockhart @ArjunNMurti ICE still has a future for sure, but EVs will definitely pick up in few economies which build up their infrastructure. Definitely an interesting future ahead for both. PHEVs and EVs

[The Market State @themarketstate]

@Martyn_Lockhart @PauloMacro Chinese subsidies were used to develop and manufacture mature EV platforms and increase penetration of charging infrastructure. Western subsidies were used to basically payoff shareholders & not in manufacturing innovation. Tesla alone can't compete with Chinese manufacturers

[The Market State @themarketstate]

@Martyn_Lockhart @PauloMacro Infrastructure. Once the infrastructure settles in and is mature enough for EVs. Adoption will pick up even more!

[The Market State @themarketstate]

@FinFloww Likely most of the market share will get diluted as this business model isnt hard to replicate, any major player with cash to burn will kill any future profitability of current incumbents outright by pricing it far lower. Killing profitability goals instantly for incumbents

[The Market State @themarketstate]

@FinFloww Your venn diagram above literally overlaps "Quickness" and "Variety" for Kirana stores and here you say NO.

[The Market State @themarketstate]

@ZeeContrarian1 @NegativeConvex For the casual investor, shorting the ETF is the way to go and also makes it easier to monitor for someone not into complex option strategies. A slightly higher ~4-5% exposure to $UVXY will be ideal. Expect the fed to panic and soon start with larger rate cuts than planned.

[The Market State @themarketstate]

@zerohedge First thing the @X needs to create as part of their everything app, a stock trading/brokerage service.

[The Market State @themarketstate]

@Dr_Gingerballs Sir, FOMO

[The Market State @themarketstate]

@hkuppy @SixFinance It exists because investors like to hear more than they wanna see the reality. If investors had access to atleast 10% of decent analysis. Managers would tremble knowing 90% of their 'Researched Strategies' are worthless

[The Market State @themarketstate]

@IPEwithSBB @peruvian_bull Why do you wanna exit "Crypto". Isn't it the new "Currency". I suppose y'all will start buying goods in crypto.

This shows that "Crypto" is just another speculative asset, every "Evangelist" talking it's value as currency basically want to profit from gains and convert to USD.

[The Market State @themarketstate]

Called it!!!

[The Market State @themarketstate]

This is how "Crypto" will be roped into traditional financial system. Soon a brand new "Speculative" instrument with a backing from Fed.

BTC bottom has been reached and soon pension funds and every boomer will be into it.

[The Market State @themarketstate]

@joshyoung Correct me if I'm wrong.

Banks can only borrow from BTFP using the bonds as collateral with a certain date. Although it's still free money more or less, but it's still far far less.

[The Market State @themarketstate]

@LynAldenContact How does one stop this all?

BTC or currency backed by hard asset.

[The Market State @themarketstate]

@endless_frank Common sense stopped working when ZIRP arrived and still dealing with it, what 10Y yield?, what high PE?, AI goes brrrrr..

[The Market State @themarketstate]

@GartDraw @unusual_whales If he'd won, he'd be called a 'Great investor' and will probably be on talk shows, hailed as genius.

[The Market State @themarketstate]

@OmerRozen_ Stupidity+Confidence.

[The Market State @themarketstate]

@freewhitestar @SamanthaLaDuc Create a supply shortage by buying your own chips, show it as a revenue beat, pump the stock....wait for the dump.

[The Market State @themarketstate]

A while back we had X'd about the deposit flight into MMFs and Big Banks from smaller regional ones during the SVB crisis. It was perfect time to concentrate the deposits and slowly begin the #fedcoin process. 95% of avg. depositors will not care and will happily accept it.