TheTanamiTrack
@TanamiRoad
Followers
329
Following
2K
Statuses
1K
Macro, micro, vol and anything in between. Open minded sceptic.
Joined June 2020
@BobEUnlimited They seemed to want to extend borrowing last month as well, did you see that consumer credit #?
0
0
1
@InvestFactsHub @tlivian 2) It doesn't mean they are always right and bull-markets can mask over holes for a very long time, I am simply saying that I agree with @tlivian and he his certainly correct when it comes JChanos
0
0
1
@NikLentz I have long thought Uof Michigan surveys are an ignore, but I am curious as to why you think that about this release? it is not as though they have changed they way they collect or ask questions of participants.
1
0
2
@BankBraavos Finally, some actual demand dynamics vs the hopium narrative we continually get spewed.
0
0
0
@alchemy_invest Interest income & SBC added nicely to the most recent qtr's #'s. Their treasury team is obviously making them some nice coin, but as you suggest they are getting quite the valuation lift from that non core operation. I recall Saylor getting zero for this a few yrs ago & pivoted
0
0
0
@WarrenPies Are you saying that the investment community can absorb that $300bn from issuance, rather than purchasing what the fed is selling via QT?
1
0
0
@ThinkFinance999 @BluthCapital Paulo, can I ask how / where Meta is most exposed to China, as apposed to say a Tesla?
1
0
0
@INArteCarloDoss He has been very consistent in telling people (the world) that there will be "short term pain".
1
0
5
@Me5treX @arny_trezzi @Crussian17 Everything you say may come true, but it does not UN-validate what @Crussian17 had to say.
0
0
0
@adh0c_ @bennpeifert It's the risk profile of undertaking such a strategy. Think of the alternate path, if that call you have sold (naked) goes up 10x. The backtest on some of these strategies look awesome, until the day they don't, you can lose EVERYTHING & more
0
0
2
@NoelConvex @bennpeifert I am with you. Taiwan has had 4.5hrs trading for as long as I can remember and functions just fine.
0
0
0
0
0
7
@DannyDayan5 @countdraghula you mind elaborating a little on what you mean discount? You meaning this small pullback from all time highs or something else??
1
0
2
@NUCLRGOLF @RyanBallengee @kustoo He would be asked to change at the club I play at and all the others I have been invited to.
0
0
1