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1/ Everyone obsessing over $MSTR's 200%+ premium to NAV seems to be missing the point. Even smart investors are underestimating what's happening here...
Options on $IBIT start tomorrow. I think it's bullish for BTC, and bearish for miners / proxies. --- Bullish for BTC because the net delta on the options chain will likely be positive. To the extent this is delta hedged, it results in net buying of BTC. Basically, a new pool…
Big if true. Anyone hear anything about this?
Breaking: China’s CXMT has reportedly begun mass production of DDR5. fnnews.com/news/202411101…
You’ll achieve much more by being consistently reliable than by being occasionally extraordinary.
Revenge of the Silent Male Voter What I learned about Trump's landslide victory from one night in New York City. On election day, I caught the subway from Brooklyn to Manhattan. Sitting across from me an elderly woman wore a t-shirt with the image of Trump pumping his fist in…
Really, @DataRepublican was amazing. She supported us from the beginning and was an absolute animal these past couple of weeks. Just unbelievable talent on Election Twitter. Some truly amazing accounts are now on everyone's radar.
Last week we updated this analysis, showing that, after the initial voter registration spike subsided, we continue to see high registration rates from younger voters, women, and voters of color, above 2020 rates. youtube.com/watch?v=TWI6F0…
1. Florida Election Day turnout will be live and will very quickly confirm or disprove whether Democrats are in fact choosing to turning out on Election Day. 2. EV X is coalescing around Democratic turnout being much lower. So if we have ongoing Election Day "total voted,"…
Nobody is talking about this but there is a huge bubble in restaraunt stocks right now trading for rediculous multiples $CAVA $SG $SHAK $EAT $CMG
Re: Fannie/Freddie - Trump Trade or CHUMP Trade? My firm was one of the earliest buyers of distressed GSE Prefs during the GFC, but I'm no longer a believer today. This piece is about Restructurings, Fulcrum Securities, and Coercive Capital Raises. urbankaoboy.com/p/re-fanniefre…
People complaining about DoorDash and Uber Eats…Personalized food delivery is exactly as expensive as it should be! Do you people even hear yourselves? Accept the tax on being fat and lazy. Saddle up to the trough. Oink oink!
First results form Clark county via NV SOS Rs win big in Clark. Do not think this includes mail . So IPEV only. nvsos.gov/sos/elections/…
When someone claims they made 100x on a trade, if it’s with like 1% of their capital, its irrelevant. That is same as 2x on entire portfolio. These trades are only interesting and exciting if they happen with a significant chunk of your capital.
indecision is terribly ugly. move to that city. marry that woman. start that company. you can just do things.
I significantly regret how much I contributed to my 401k during my early years on the Street. That money is worthless to me at 60 when a down payment on a NYC apartment is $500k today.
It’s contrary to the popular narrative, but Biden won in 2020 almost solely on the basis of doing better with white men. Every other major demographic group (even white women) shifted towards Trump.
A few comments on the Times/Siena polls, based on some replies I see
"Slowly it dawned on me that most of what I thought were fundamental re-ratings in stocks were actually memes. Customer acquisition cost didn't matter. Investor acquisition cost mattered. But the only possible way this would be true is if the system wasn't in fact a machine. It…
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