Tweets Not Investment Advice | I tweet about stocks, news flow & macro
Joined July 2009
- Tweets 6,586
- Following 518
- Followers 1,510
- Likes 2,586
830 Photos and videos
Vol to Valuation retweeted
Apr 14
500k followers giveaway pt 1!
My golf bag plus some @Titleist goodies
Comment, like, repost to enter. Must be a follower
Clubs not included unfortunately*
Still need those for my day job
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9 Dec 2025
Eventually everyone is going to get AI fatigue and stop using it. We’re building to fast, a lot of waste is coming.
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17 Apr 2025
Just bought a car, pretty easy to negotiate down the roughly $2-3k price increase I was seeing. Just gotta know where the car was made and how long it’s been on the lot.
17 Apr 2025
Speak of the devil
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16 Apr 2025
Can’t believe I never thought of this but Tom Hanks is T.Hanks, thanks lol
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16 Apr 2025
Gotta keep foreign currency depressed vs USD, took much USD IN circulate would have the opposite effect for mass exporting counties.
16 Apr 2025
*FOREIGN HOLDINGS OF TREASURIES JUMPED $290B TO $8.82T IN FEB.
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Vol to Valuation retweeted
9 Apr 2025
Hey China, you should get the National Team to sell your CDS (while buying your stonks) or someone will get the impression that things are cracking behind the fake facade
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7 Apr 2025
Too much heat in the kitchen
Hormel Foods Corporation (NYSE: $HRL), a Fortune 500 global branded food company, announced today that Steve Lykken, group vice president of supply chain, will be leaving the company
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7 Apr 2025
Someone’s bluffing at the economy’s poker table, who has the best hand? 🧐
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4 Apr 2025
At current valuations, I believe the aggregate domestic equity market is asymmetric to the upside (more upside than downside for the remainder of the year).
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Vol to Valuation retweeted
11 Feb 2025
Volatility rises Below...
As they say: "nothing good happens below the 200-day moving average"
Something to keep in mind: chartstorm.info/p/weekly-s-a…
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1 Feb 2025
With tariffs ramping up again, has someone stumbled upon a chart comparing the Jan 2018-Mar 2018 period relative to today?
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Vol to Valuation retweeted
31 Jan 2025
BREAKING: President Trump says 10% tariffs on China will officially begin tomorrow.
This will be on top of already existing tariffs on China.
Nvidia CEO Jensen Huang is meeting with Trump today.
31 Jan 2025
Did DeepSeek illegally buy Nvidia's chips?
Since DeepSeek was founded, Nvidia's sales to Singapore are up a WHOPPING 740%.
The US is now PROBING if DeepSeek bought Nvidia's GPUs through third parties in Singapore.
This will have MASSIVE implications.
(a thread)
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Vol to Valuation retweeted
DOGE is classified on X as a government OR a multilateral organization account (the latter could mean anything, like the OECD)
People are so blind with rage that they have completely forgotten how to read
x.com/mattmfm/status/1858321…
18 Nov 2024
This is just ridiculous: the ‘DOGE’ account has a gray verified checkmark denoting it as an ‘official government account’ even though there is currently no such government entity.
Emblematic of how much this platform has turned into state-run media for Trump.
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28 Jul 2024
Small Caps ($IWM) slightly more expensive than history but at a severe discount relative to large caps.
Size premium will depend on long-term rates declining.
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10 Jul 2024
Only 14 of the last 130 trading days this year are responsible for the full return of the S&P 500 (up ~17% YTD).
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