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Wednesday, March 30, 2022
Tuesday, March 29, 2022
Charlie Munger Predicts A Painful Crash: Our Favorite Portfolio Insurance Pick https://seekingalpha.com/article/4498315-charlie-munger-painful-crash-portfolio-insurance-pick?source=Gmail
Monday, March 28, 2022
Tweet from Preston Pysh (@PrestonPysh)
Preston Pysh (@PrestonPysh) tweeted at 6:56 AM on Mon, Mar 28, 2022:
The 3YR Treasury has the same yield as the 30YR Treasury. 🤯
(https://twitter.com/PrestonPysh/status/1508442837544837128?t=j6Xi6ayBmnL4Kbjegk-hug&s=03)
The 3YR Treasury has the same yield as the 30YR Treasury. 🤯
(https://twitter.com/PrestonPysh/status/1508442837544837128?t=j6Xi6ayBmnL4Kbjegk-hug&s=03)
Saturday, March 26, 2022
Tweet from Lyn Alden (@LynAldenContact)
Lyn Alden (@LynAldenContact) tweeted at 7:26 AM on Sat, Mar 26, 2022:
Modern Monetary Theory (MMT) advocates in general seem to have 1) overestimated the disinflationary forces in the US and developed world economies and 2) overestimated politicians' ability to reign in budget deficits if inflation does start to occur.
(https://twitter.com/LynAldenContact/status/1507725684751355919?t=LMWmqxYl3qvkVB9Lu_JgfQ&s=03)
Modern Monetary Theory (MMT) advocates in general seem to have 1) overestimated the disinflationary forces in the US and developed world economies and 2) overestimated politicians' ability to reign in budget deficits if inflation does start to occur.
(https://twitter.com/LynAldenContact/status/1507725684751355919?t=LMWmqxYl3qvkVB9Lu_JgfQ&s=03)
Tweet from Enrique Abeyta (@enriqueabeyta)
Enrique Abeyta (@enriqueabeyta) tweeted at 5:16 AM on Sat, Mar 26, 2022:
Honestly think we have a once in a decade buying opportunity in these stocks! Mind you - doesn't mean they don't go down more first… $MSFT $NVDA $AMZN $PYPL
(https://twitter.com/enriqueabeyta/status/1507692980353724417?t=PAb2FUT3CyZcU-W7gCgJyQ&s=03)
Honestly think we have a once in a decade buying opportunity in these stocks! Mind you - doesn't mean they don't go down more first… $MSFT $NVDA $AMZN $PYPL
(https://twitter.com/enriqueabeyta/status/1507692980353724417?t=PAb2FUT3CyZcU-W7gCgJyQ&s=03)
Friday, March 25, 2022
Wednesday, March 23, 2022
Tweet from Sarah Wang (@sarahdingwang)
Sarah Wang (@sarahdingwang) tweeted at 2:01 PM on Wed, Mar 23, 2022:
1/ No matter how you slice it, the business of managing data is BOOMING. To help cut through the noise of another record year, @JenniferHli, @jamiedsully and I are excited to introduce @a16z's inaugural Data50 class of today's top data startups.
https://t.co/MylE0otJ1Y
(https://twitter.com/sarahdingwang/status/1506738034645123075?t=rIxTIPAPqWjcOsEQjC5SXg&s=03)
1/ No matter how you slice it, the business of managing data is BOOMING. To help cut through the noise of another record year, @JenniferHli, @jamiedsully and I are excited to introduce @a16z's inaugural Data50 class of today's top data startups.
https://t.co/MylE0otJ1Y
(https://twitter.com/sarahdingwang/status/1506738034645123075?t=rIxTIPAPqWjcOsEQjC5SXg&s=03)
Tweet from Patrick Karim (@badcharts1)
Patrick Karim (@badcharts1) tweeted at 3:55 PM on Wed, Mar 23, 2022:
Silver tracks VERY well the Canadian Dollar.
Expect an impressive move for silver into 40-50$ range once we exit current consolidation.
#xagusd #xauusd #inflation #cadusd #usdcad https://t.co/v1vk5tg5jN
(https://twitter.com/badcharts1/status/1506766535259529229?t=sO9ZRhNfsw8nz7nwneYnzA&s=03)
Silver tracks VERY well the Canadian Dollar.
Expect an impressive move for silver into 40-50$ range once we exit current consolidation.
#xagusd #xauusd #inflation #cadusd #usdcad https://t.co/v1vk5tg5jN
(https://twitter.com/badcharts1/status/1506766535259529229?t=sO9ZRhNfsw8nz7nwneYnzA&s=03)
Tweet from Willem Middelkoop (@wmiddelkoop)
Willem Middelkoop (@wmiddelkoop) tweeted at 4:01 PM on Wed, Mar 23, 2022:
1 mln barrel per day
(https://twitter.com/wmiddelkoop/status/1506768004104826882?t=TpXQeoUsnjRW7OVKOCnpog&s=03)
1 mln barrel per day
(https://twitter.com/wmiddelkoop/status/1506768004104826882?t=TpXQeoUsnjRW7OVKOCnpog&s=03)
Tuesday, March 22, 2022
Tweet from Ally Versprille (@allyversprille)
Ally Versprille (@allyversprille) tweeted at 0:50 PM on Tue, Mar 22, 2022:
Former federal prosecutor Katie Haun's new venture firm @HaunVentures just raised $1.5 billion to invest in crypto projects. w/ @olgakharif and @jeneps https://t.co/wRjfj6Kzkx
(https://twitter.com/allyversprille/status/1506357653009805314?t=Lbz0FWxz8Mhv70Y_gTQrCg&s=03)
Former federal prosecutor Katie Haun's new venture firm @HaunVentures just raised $1.5 billion to invest in crypto projects. w/ @olgakharif and @jeneps https://t.co/wRjfj6Kzkx
(https://twitter.com/allyversprille/status/1506357653009805314?t=Lbz0FWxz8Mhv70Y_gTQrCg&s=03)
MarketWatch: ‘The housing market is in the early stages of a substantial downshift': Home sales may drop 25% by the end of summer, according to this analyst. Here's why.
MarketWatch: 'The housing market is in the early stages of a substantial downshift': Home sales may drop 25% by the end of summer, according to this analyst. Here's why..
https://www.marketwatch.com/story/the-housing-market-is-in-the-early-stages-of-a-substantial-downshift-home-sales-may-drop-25-by-the-end-of-summer-according-to-this-analyst-11647884229
https://www.marketwatch.com/story/the-housing-market-is-in-the-early-stages-of-a-substantial-downshift-home-sales-may-drop-25-by-the-end-of-summer-according-to-this-analyst-11647884229
Sunday, March 20, 2022
Saturday, March 19, 2022
Yahoo Finance: Here's what Warren Buffett's favorite stock market indicator is saying now
Yahoo Finance: Here's what Warren Buffett's favorite stock market indicator is saying now.
https://finance.yahoo.com/news/heres-what-warren-buffetts-favorite-stock-market-indicator-is-saying-now-174656238.html
https://finance.yahoo.com/news/heres-what-warren-buffetts-favorite-stock-market-indicator-is-saying-now-174656238.html
MarketWatch: Foreclosures are on the rise. Here’s what that says about the housing market
MarketWatch: Foreclosures are on the rise. Here's what that says about the housing market.
https://www.marketwatch.com/picks/foreclosures-have-jumped-70-heres-what-that-says-about-the-housing-market-01647301411
https://www.marketwatch.com/picks/foreclosures-have-jumped-70-heres-what-that-says-about-the-housing-market-01647301411
CNBC: Jim Chanos reveals new short position in crypto exchange Coinbase
CNBC: Jim Chanos reveals new short position in crypto exchange Coinbase.
https://www.cnbc.com/2022/03/18/jim-chanos-reveals-new-short-position-in-crypto-exchange-coinbase.html
https://www.cnbc.com/2022/03/18/jim-chanos-reveals-new-short-position-in-crypto-exchange-coinbase.html
Thursday, March 17, 2022
Tuesday, March 15, 2022
Sunday, March 13, 2022
Tracking Chase Coleman's Tiger Global Portfolio - Q4 2021 Update https://seekingalpha.com/article/4495191-chase-colemans-tiger-global-portfolio-q4-2021-update?source=Gmail
Saturday, March 12, 2022
Thursday, March 10, 2022
Monday, March 7, 2022
CNBC: Bill Ackman builds a new stake in Canadian Pacific Railway after regretting selling the shares
CNBC: Bill Ackman builds a new stake in Canadian Pacific Railway after regretting selling the shares.
https://www.cnbc.com/2022/03/07/bill-ackman-builds-a-new-stake-in-canadian-pacific-railway-after-regretting-selling-the-shares.html
https://www.cnbc.com/2022/03/07/bill-ackman-builds-a-new-stake-in-canadian-pacific-railway-after-regretting-selling-the-shares.html
Sunday, March 6, 2022
DailyFX: Gold Price Forecast: Rising US Consumer Prices to Keep Bullion Afloat
DailyFX: Gold Price Forecast: Rising US Consumer Prices to Keep Bullion Afloat.
https://www.dailyfx.com/forex/fundamental/forecast/weekly/chf/2022/03/05/Gold-Price-Forecast-Rising-US-Consumer-Prices-to-Keep-Bullion-Afloat.html
https://www.dailyfx.com/forex/fundamental/forecast/weekly/chf/2022/03/05/Gold-Price-Forecast-Rising-US-Consumer-Prices-to-Keep-Bullion-Afloat.html
Bitcoin News: Rich Dad Poor Dad's Robert Kiyosaki Advises Investors How to Profit From Inflation – Economics Bitcoin News
Bitcoin News: Rich Dad Poor Dad's Robert Kiyosaki Advises Investors How to Profit From Inflation – Economics Bitcoin News.
https://news.bitcoin.com/rich-dad-poor-dads-robert-kiyosaki-advises-investors-how-to-profit-from-inflation/
https://news.bitcoin.com/rich-dad-poor-dads-robert-kiyosaki-advises-investors-how-to-profit-from-inflation/
Saturday, March 5, 2022
Friday, March 4, 2022
Economic Times: Expect a big rally in stocks after the war is over and a bigger rally in commodities in next few years: Ji
Economic Times: Expect a big rally in stocks after the war is over and a bigger rally in commodities in next few years: Ji.
https://economictimes.indiatimes.com/markets/expert-view/expect-a-big-rally-in-stocks-after-the-war-is-over-and-a-bigger-rally-in-commodities-in-next-few-years-jim-rogers/articleshow/89986394.cms?UTM_Source=Google_Newsstand&UTM_Campaign=RSS_Feed&UTM_Medium=Referral
https://economictimes.indiatimes.com/markets/expert-view/expect-a-big-rally-in-stocks-after-the-war-is-over-and-a-bigger-rally-in-commodities-in-next-few-years-jim-rogers/articleshow/89986394.cms?UTM_Source=Google_Newsstand&UTM_Campaign=RSS_Feed&UTM_Medium=Referral
David Tepper’s Appaloosa Management Portfolio – Q4 2021 Update | Seeking Alpha
Tracking David Tepper's Appaloosa Management Portfolio - Q4 2021 Update https://seekingalpha.com/article/4492833-david-teppers-appaloosa-management-portfolio-q4-2021-update
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