Bobby @Bobtrade Twitter Profile

Bobby

@Bobtrade

PhD. mentored by the Late great Meyer Berman. 30 years trading FX and equities. Racehorse owner as hobby [email protected]

4KPosts 398Followers 69Following

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Bobby

@Bobtrade

18 Nov

NVDA is just another over hyped parlor trick accounting. Insiders have been dumping at all prices. Some very prominent investors are now out. Vendor financing is nothing new. Competition is nothing new. Picks and shovels in the AI gold rush, but where is the Gold?

Bobby

@Bobtrade

12 Nov

Those pesky annoying swap rates.

Bobby

@Bobtrade

11 Nov

The equity markets are the only auction markets where players compete to pay the highest prices. Public participation in equities is at all time highs.

Bobby

@Bobtrade

11 Nov

Why does Dan Ives remind me of Joe Granville

Bobby

@Bobtrade

11 Nov

When I was a young green institutional broker at a firm on 44Wall street, I watched as a fellow broker said to me that he was now worth 1 million , in 1972 dollars, but next year he lost it all, it was all on paper. He then said, at least I know what it feels like to be rich

Bobby

@Bobtrade

11 Nov

Fifth wave euphoria but not so much for Gold, but Bitcoin massive speculation. I'm old enough to have seen this before, but this might get the Oscar for rampant chasing and herding. It appears current gamblers believe that the easiest way to get rich is buying equities.

Bobby

@Bobtrade

10 Nov

Extremely low ERP to risk free rate does not bode well for future returns. Investors appear to believe that current returns will predict future returns. This has not worked out well in the past. We could very well be witnessing a major blow off top. This does not mean short yet

Bobby

@Bobtrade

9 Nov

I would not be shocked to wake up 3 years from now at 3000 SP

Bobby

@Bobtrade

8 Nov

Too many divergences to even summarize but still cann ot short yet. The market is now more over valued on many metrics even more than Dot Com or GFC or 1929. The real bottom of this affair was actually August 1982 based on valuation. Buyers beware up here

Bobby

@Bobtrade

4 Nov

NVDA is a cheap parlor trick with vendor financing and more. It's nothing new

Bobby

@Bobtrade

4 Nov

Most important is how credit spreads react going forward, so far historically not stressed and thin to risk free

Bobby

@Bobtrade

4 Nov

The general public needs to be led, and are followers Jessie Livermore

Bobby

@Bobtrade

4 Nov

Should investors follow Josh Brown on Fast Money into Delta and Marriot? I leave that to the genius here on X

Bobby

@Bobtrade

2 Nov

Our humble group does not like this market. We see a big drawdown coming. Be defensive, short or Cash. This can get ugly fast

Bobby

@Bobtrade

31 Oct

Some of us have asked politely, who are NVDAs clients, and how are they financed? We got silence . I myself compared NVDA to other accounting parlor tricks of the past. How will this unravel ?

Bobby

@Bobtrade

24 Oct

When the Dollar weakens vs the Yen NVDA will give up all its gains over past 12 months or more. NVDA is a mirage and will be exposed for what it really is. You get this info for nothing from a unknown X humble trader. But I have been through many Rodeos