ThunderFin13

I don’t want to sell you anything. Heroes: Elizabeth Jennings Graham, Ragnar Danishold, John Paul Jones, Charles Ingalls, Nells Olsen, Michael Singer

[ThunderFin13 @ThunderFin13]

@spiralcal Is it cancellable on the web page or does one have to call in to cancel?

[ThunderFin13 @ThunderFin13]

@BlackScholesMan Own EOS on IBKR. As an existing shareholder, I was able to subscribe to the recent offering at $8.00 AUD. Interested to know if other US investors were able to participate in the offering? Gemini says we cannot but IBKR allowed me the election.

[ThunderFin13 @ThunderFin13]

Seems important.

[Rosanna Prestia, MBA @RosannaInvests]

🚨 The “blowout” jobs report that just killed your rate cut? Misleading.

It was bartenders. 🍺

70K hospitality hires for the World Cup -> 5x normal. Wall Street saw a hot economy. It was a soccer tournament.

Back out the one-off and there’s NO blowout -> just trend. Yes, there’s a soccer tournament sitting on top of a trend-line economy. 🤯

Look under the hood. 🧵

[ThunderFin13 @ThunderFin13]

@David_Tracey The speed and accuracy is incredible.

[ThunderFin13 @ThunderFin13]

@David_Tracey Absolutely nailed the recent low in this market. He has only gotten better at this the last several years developing excellent new tools and methods. He delivered huge alpha this last two months as many hated this rally. Worth many times the subscription price.

[ThunderFin13 @ThunderFin13]

@stocktalkweekly @pennycheck The last several years Bitcoin has been a leading indicator of liquidity by several months FWIW. See Michael Howell Capital Wars and separately Conks work. We may get a bit of a liquidity pullback if that holds true.

[ThunderFin13 @ThunderFin13]

@BlackScholesMan Nice call on this in and out again. Thank you! Don’t know if you have met Citrini but you’d be a fantastic defense analyst for them.

[ThunderFin13 @ThunderFin13]

@BlackScholesMan SpaceX IPO also on tap for next week. Some say funds have to raise cash to allocate to it. But it seems to me they could use short term debt / margin then rebalance in a more orderly manner. It will be interesting to watch.

[ThunderFin13 @ThunderFin13]

@citrini Fear mongering about “locked in crisis” for crude products beyond gasoline like diesel, fertilizer, jet fuel, etc… Are we really in for such a crisis or is it people just trying to pump their book?

[ThunderFin13 @ThunderFin13]

@pennycheck So challenging making a short pay even on a shitco unless there is deep and wide liquidity for puts. If the company has cash they hold a bid; if they don’t have cash, market can run over shorts in a squeeze. Naked shorting without call protection is ill advised IMHO. Tough game.

[ThunderFin13 @ThunderFin13]

@eminiwatch Little bit 'o big pro on the big chart this morning.

[ThunderFin13 @ThunderFin13]

@Osint613 @BlackScholesMan Live anti drone tech test perhaps?

[ThunderFin13 @ThunderFin13]

@TG_ProfitPilot 50 - 200 - 50s on so many beaten down tickers here.

[ThunderFin13 @ThunderFin13]

@TicTocTick Russell, New Zealand

[ThunderFin13 @ThunderFin13]

@BlackScholesMan Frustrating stock to hold. Been in and out of it several times. Former SPACs so not surprising.

[ThunderFin13 @ThunderFin13]

@charliebilello

[ThunderFin13 @ThunderFin13]

@stocktalkweekly

[ThunderFin13 @ThunderFin13]

@stevenplace Interested to know your input on this structure. Expect LPTH to rerate higher than $20. But the options are ridiculous so trying to reduce debit and get paid to wait. Risk is debit plus $2.50 if it languishes around $12.50 to $15 thru expiry.

[ThunderFin13 @ThunderFin13]

As the SPX launches into outer space, seems fitting the largest IPO in history, SpaceX, is on tap. If this is a chart crime and you are a PhD in charting, by all means LMK.

[ThunderFin13 @ThunderFin13]

@account_blown The Republic of Pirates by Colin Woodard