W

[W @wilddmn]

@MikeZaccardi Skewed upside vs downside. Extending max downturn to 200%, a statistical impossibility unless the entire market cap is margin, makes the downturns seem much smaller.

[Patrick De Haan @GasBuddyGuy]

BREAKING: The increase in the average U.S. gas prices over the last 7 days is now in the top 10 largest weekly increases ever recorded at 41.6c/gal, according to live GasBuddy data

[W @wilddmn]

@TheStalwart @Havelock_AI Howard Mark's latest memo, who to me tends to be one of the best financial writers, scored a 54%. Do we think traditional investing/finance notes will simply be lower?

[W @wilddmn]

@KatusaResearch @mercoglianos Most of that is all deep off shore and completely unprofitable EROEI at current oil prices.

[W @wilddmn]

@knowledge_vital The 2026 targeted $1 trillion IPO for OpenAI with a current annual revenue of $12-15B and no earnings, seems pretty exuberant.

[Skanda Amarnath @IrvingSwisher]

The tech sector + the Mag 7 now makes up over 50% of the S&P 500's market cap.

Getting harder to have useful macro views unless you are taking views, explicit or implicit, on the state of the AI boom

[W @wilddmn]

@ZichenWanghere hacking US infrastructure and stealing private data. yes - no complaints from them.

[W @wilddmn]

@SpencerHakimian Biden single term bigger than obama two term and almost as big as reagan two term

[W @wilddmn]

@EricBalchunas "By all accounts, Bessent had a stellar run as the Soros CIO for years, but by the end of 2023, his hedge fund had lost almost 90 percent of its assets from the peak: Assets had fallen to $577 million after reaching a height of around $5 bil"

[W @wilddmn]

@DipWheeler this means buy the dip

[W @wilddmn]

@bgurley a 10% equity stake is a 100% guaranteed bailout backed by the american taxpayer. Less risk of a bailout if they actually did a 10% stake in a well run company...

[W @wilddmn]

@CanadianFMDoc @Bios_n_Techs @semodough

[W @wilddmn]

@AnnaEconomist shift on growth since ATLFed Now just moved down. maybe not factoring in retail sales?

[W @wilddmn]

@markoinny The market is really only 7 stocks. So it's easy to carry with one big name

[W @wilddmn]

@MenthorQpro @Citizen0112358 I've never seen a bad backtest.

[W @wilddmn]

@hamptonism sell cat bonds. engineer weather. profit.

[W @wilddmn]

@unusual_whales No it didnt. All time high close was 6144 on 2/19. we clsoed 6141.

[W @wilddmn]

@hamptonism Got a death wish?

[W @wilddmn]

@hamptonism Inflation adjusted?

[W @wilddmn]

@simsgazette GET IN THERE LEWIS