valueguy

Son. Husband. Father. Investor.

[valueguy @valueguy3]

@DaveHcontrarian @_OutlierTrading I saw the interview again and the thesis rests on Hormuz but here is the thing:

-Consumer electronics going up in price due to memory
-Crude derivatives are inflating
-Employment is holding up
-Fund raising by AI crowding out capital from bonds

Honestly trying to understand

[valueguy @valueguy3]

@AMeshkati What do you make of the supply? This is a lot of capital and is it coming from other sectors (like IGV) or private capital?

[valueguy @valueguy3]

@DaveHcontrarian @post_joey @KitcoNewsNOW @JeremySzafron Thanks David. Then we get into resolution of the war which as you have said in your posts is anybody’s guess.

[valueguy @valueguy3]

@DaveHcontrarian @CapitalCosm Excellent again, David. The SOH has now been closed for close to two months. Do you worry about shortages in fertilizers causing food price inflation and emerging market crises?

[valueguy @valueguy3]

@AMeshkati Bloodbath in software today. Is this a buying opportunity?

To your point, the market only rallied when Semis and software were both rallying.

[valueguy @valueguy3]

@AMeshkati Great framing! Esp as software like $ORCL is transitioning to the AI trade! Potentially giving them opportunities to play at different layers within AI.

[valueguy @valueguy3]

@Fd432128646 Ok sir. Please let me know if there is anything else I need to know.

[valueguy @valueguy3]

@TMTLongShort Dude! Canada had a defacto trading ban with China due to the US. Heck they even arrested one of their executives at U.S. direction and suffered consequences. What are you talking about?

[valueguy @valueguy3]

@ElansFarm So China is letting Ukraine make drones? Interesting.

Also, China lets US make F-35s and Patriot missiles but will not let US make drones which are a much lower spec technology. Got it!

[valueguy @valueguy3]

@ElansFarm How is Ukraine making drones?

[valueguy @valueguy3]

@ElansFarm There is $1 trn in spending that produces a lot! They can produce Patriots, planes, munitions many other things. Don’t let the fear mongering muddy the facts.

[valueguy @valueguy3]

@DaveHcontrarian Lol..I knew you would focus on the word ‘experts’ as been following you for 5 years! Asking because it makes sense when 20% of Qatar LNG doesn’t come back for 5 years and many months for some other capacity to come back.

[valueguy @valueguy3]

@TMTLongShort Which prediction of yours has been correct? You predicted Trump TACO on China due to rare earth chock hold?

[valueguy @valueguy3]

@LukeGromen @MartinSkold2 They are not ‘dead anyways’. They and their families have huge economic interests that are being destroyed. Yes, they have some leverage right now but it’s not infinite. The U.S. can turn Iran into a parking lot and that will be ‘dead anyway’.

[valueguy @valueguy3]

@TMTLongShort @compoundpapi You have been wrong in almost everything you have argued. There is no 4D chess anywhere. It’s a shit show. I don’t know why you will be right here but good to have your confidence.

[valueguy @valueguy3]

@LukeGromen @TFL1728 Why can’t the U.S. build or buy cheap drone based counter measures like Ukraine has done. Yes, they don’t have enough right now and yes it will take some time but this is pure fear mongering.

[valueguy @valueguy3]

@DaveHcontrarian

Is this a fake out?

[Dale Pinkert @forexstophunter]

#WTI will cost more to run my Tractor to Harvest my #wheat