Sam The TraderGeek

A personal financial planning and tax guy dabbling as a trader for the past several years, a CPA & CFP­®.

[Sam The TraderGeek @TraderGeek]

Tastytrade is a newer brokerage firm with $0 equity, $1.25 futures & flat $1 per option contract commission (maximum $10 per leg) plus $0 for closing trades. https://t.co/ZUJLrNJSo6

[Sam The TraderGeek @TraderGeek]

Margin debt just hit a new all-time high as a % of GDP, jumping 9% in May and surpassing levels seen before the 2000 and 2008 peaks. Parabolic leverage like this typically shows up late in bull cycles. If it unwinds, forced selling could amplify downside risk.

Volatility is picking up. Therefore, risk management matters now more than ever.

[Sam The TraderGeek @TraderGeek]

@jfahmy Maybe not. In most standard IPO lockup agreements and company insider trading policies, insiders are prohibited from using listed options (including collars) to hedge or monetize their locked‑up shares until the lockup and any concurrent blackout periods end.

[Sam The TraderGeek @TraderGeek]

Housing Starts dropped 15.4% in the latest report, after an 8.5% drop in April, breaking a multi‑year range to a new 6‑year low. This key gauge of future housing supply now signals weaker construction and manufacturing jobs ahead and a broader cooling in housing activity, after years of stagnation. If this trend persists, the housing sector could be heading for deeper trouble rather than a soft landing.

[Sam The TraderGeek @TraderGeek]

@Scottrades Definitely. My brown squirrel sitting on a clown's shoulder pattern foretold this rally. You can bank on it! 🤣

[Sam The TraderGeek @TraderGeek]

SpaceX, Anthropic, and the Danger of IPO Euphoria, by @TheMoneyGeek
https://t.co/BHQpRopwvv

[Sam The TraderGeek @TraderGeek]

"Every hard choice becomes a brick in the path toward the life you want. Every excuse becomes a brick in the wall standing in your way.”

Tom Brady

[Sam The TraderGeek @TraderGeek]

@Tony_BATtista Then try harder!🤣

[Sam The TraderGeek @TraderGeek]

Well that must have been the most underwhelming Apple WWDC keynote ever. Surprising, given that it's Tim Cook's last one. $AAPL

[Sam The TraderGeek @TraderGeek]

@BostonCorbett1 Thank you, Henry. I appreciate it. I will miss you guys too. DM me anytime.

[Sam The TraderGeek @TraderGeek]

Since the March 30 low, only the Technology Sector has outperformed the major indexes, while all others have lagged. The same is true at the small-cap level, with only small-cap Technology outperforming the S&P Small-Cap 600.

Source: Lowry Research

[Sam The TraderGeek @TraderGeek]

What's Going on in the Markets-May 31, 2026
https://t.co/VJ08kMr81X

[Sam H. Fawaz, CPA, CFP®, PFS, MST @TheMoneyGeek]

“A good position allows you to think clearly rather than be forced by circumstances into a decision. One reason the best in the world make consistently good decisions is they rarely find themselves forced into a decision by circumstances. You don’t need to be smarter than others to outperform them if you can out-position them. Anyone looks like a genius when they’re in a good position, and even the smartest person looks like an idiot when they’re in a bad one.” - Shane Parrish

[Sam H. Fawaz, CPA, CFP®, PFS, MST @TheMoneyGeek]

“AI has a strong chance of solving many of humanity’s biggest challenges—money, disease, longevity, famine, and more. This isn’t a bubble; it’s a foundational shift in human life and our planet’s future.” —@fitz_keith

[Sam The TraderGeek @TraderGeek]

"We're watching as $UBER shares plunge on news...."
-CNBC

Uber shares are down 1.4%.

If that's a plunge, what's their idea of a crash? A stock down 3%?

[Dustin @r0ck3t23]

Elon Musk said five words on Joe Rogan that explain everything wrong with your life right now.

Musk: “Happiness is reality minus expectations.”

Five words.

And it explains why the most comfortable generation in human history can’t stop feeling empty.

Musk: “If you just go try living in the woods by yourself for a while, you’ll learn that civilization is quite great.”

He’s right.

On Naked and Afraid, people tap out in days. Sometimes hours. They crawl back to the same civilization they spent years resenting.

Because comfort is invisible until you’re sleeping in the dirt.

But the formula has a second variable.

It’s the one destroying you.

Reality didn’t get worse. By every measure, it’s the best it’s ever been.

Expectations did.

Your grandparents compared themselves to their neighbor. Maybe a cousin. That was the whole universe.

You compare yourself to 10,000 strangers before your first cup of coffee. Curated. Filtered. Showing you a life that doesn’t exist.

Theodore Roosevelt said it a century before any of this was built.

Roosevelt: “Comparison is the thief of joy.”

No Instagram. No TikTok. No algorithm designed by the smartest engineers on the planet to show you precisely what you don’t have.

And he still called it.

Now run the equation.

Reality holds steady. Expectations spike every time you unlock your phone. The distance between them stretches. And happiness doesn’t fade.

It collapses.

Not because your life got worse.

Because your reference point moved.

We built the greatest civilization in human history.

Then we built the perfect machine to make sure nobody enjoys it.

Every scroll. Every notification. Every “suggested for you.” None of it connects you. It’s recalibrating what you think you need. Upward. Constantly. Without your consent.

And you wonder why you feel behind.

You’re not behind.

You’re running toward a finish line that moves every time you look up.

The most dangerous lie of this generation isn’t that life is hard.

It’s that everyone else figured it out. And you’re the only one who didn’t.

Nobody figured it out.

The formula doesn’t negotiate. It just runs.

Raise expectations faster than reality improves and you will be miserable inside a paradise you built with your own hands.

That’s not philosophy.

That’s arithmetic.

And the calculator is in your pocket right now.

[Sam H. Fawaz, CPA, CFP®, PFS, MST @TheMoneyGeek]

"The durability of major trends is simply not recognized - it’s underestimated. Invariably, trends last longer and go further than widely anticipated. Once a trend is entrenched, it is extremely difficult to reverse.  And people who are aware of this truth are usually far more successful than those who aren’t, because they stay on the right side of the market." - Dick Davis

[Sam The TraderGeek @TraderGeek]

“See Vertiv Holdings at 50x P/E for example. I’m sorry, a cooling business is not worth 50x earnings. (A cooling business trading at 50x earnings is itself in need of cooling.)”
- @ramahluwalia

[Sam H. Fawaz, CPA, CFP®, PFS, MST @TheMoneyGeek]

Energy Use per decade per $10B of investment in...WOW!

Source: Mark Mills, National Center for Energy Analytics

[Sam The TraderGeek @TraderGeek]

@Chartfest1 Yes, but he didn't inhale.