totally healthy and fiscally responsible not-a-bubble behavior
https://x.com/ChudCap/status/1942722143524884617
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totally healthy and fiscally responsible not-a-bubble behavior
https://x.com/ChudCap/status/1942722143524884617
this meme never gets old
https://x.com/Geiger_Capital/status/1943438787159240968
tellefriend you came to the Ethereum party just before it went up 20% or have you been buying it all along? Its as though things are playing out just as you told us they would.
did this escape our attention? fucking trump.
By MATT OTT
Updated 7:05 PM EDT, March 28, 2025
Trevor Milton, the founder of electric vehicle start-up Nikola who was sentenced to prison last year for fraud, was pardoned by President Donald Trump, the White House confirmed Friday.
The pardon of Milton, who was sentenced to four years in prison for exaggerating the potential of his technology, could wipe out hundreds of millions of dollars in restitution that prosecutors were seeking for defrauded investors.
Milton, 42, and his wife donated more than $1.8 million to a Trump re-election campaign fund less than a month before the November election, according to the Federal Election Commission.
At Milton’s trial, prosecutors say a company video of a prototype truck appearing to be driven down a desert highway was actually a video of a nonfunctioning Nikola that had been rolled down a hill.
Milton had not been incarcerated pending an appeal.
are we going to talk about how musk wants to spend $200 billion of teslas capital on his vanity AI pet project that burns through $1bn a month with absolutely no roads to profitability?
tellefriend you have a massive home run and there seems to be no good reason to exit the position despite the huge gain. Are you of this mindset? I'm cheering you and 1dollarboxcar on and hope it still has a huge run ahead.Quote:
Originally Posted by Tellafriend
Quote:
Originally Posted by country978
GLXY & ETH.
Quote:
Originally Posted by country978tellefriend you have a massive home run and there seems to be no good reason to exit the position despite the huge gain. Are you of this mindset? I'm cheering you and 1dollarboxcar on and hope it still has a huge run ahead.Quote:
Originally Posted by Tellafriend
HODL
Ether/USD Coin Metrics
ETH.CM=:Exchange
RT Quote | USD
Last | 3:03 PM EDT
3,747.91
+177.01 (+4.96%)
The after-market price of Galaxy Digital (GLXY) is $27.20, with a change of +0.07 (+0.26%) on July 18, 2025
https://arstechnica.com/cars/2025/07...-survey-finds/
tesla is the least trusted car brand in america atm.
TESLA 2Q FREE CASH FLOW $146M, EST. $760M
Tesla earnings report live updates: Tesla reports steepest drop in quarterly revenue in over a decade
What's happening?
Tesla Q2 revenues drop 12%, earnings below estimates
CEO Elon Musk and other executives are discussing results
Musk’s political activities raise risks for Tesla
https://x.com/notmrmanziel/status/1948174540527509811
this is the new economy.
this is how things work now.
15 year old Brook Shield’s Calvin Klein ad in 1980 makes for an interesting juxtaposition given today’s conversationQuote:
Originally Posted by sonatine
Les Wexner never owned American Eagle. Made me look
MSFT and META together went up after-hours more than the entire market cap of Europe
here you go san
https://x.com/LukeGromen/status/1950710937566003445
If you have time try to read or listen to the Proctor and Gamble earnings call on the subject of tariffs.
I’m still thinking about it a day later.
Diapers, soap, Old Spice, paper products, tampons, etc
They ate $1b but discussed strategy to slowly pass along tariff costs to consumers. Illustrates the delayed nature as companies often have yet to decide on a strategy.
I’m an inflation guy so there’s that.
CHINA HAS OFFICIALLY BANNED CRYPTOCURRENCY TRADING, MINING, AND RELATED SERVICES, CITING FINANCIAL RISKS, CAPITAL FLIGHT CONCERNS, AND ENVIRONMENTAL IMPACTS.
Rate cut now pretty much imminent
You have to admit, Trump is +ev
Volkswagen’s Mate Rimac
https://youtu.be/sF9xYtouZjY?si=Na2DCWRhQFDpjD6Y
The drone footage has me reevaluating my whole EV attitude. There is a before and after happening here.
Apparantly Rimac is still independent. Volkswagen is a minority shareholder.
Mate seems a very young and less weird Elon. Without all the government subsidy too.
And?Quote:
Originally Posted by sonatine
pour one out for $BYND. chapter 11.
this was like _the_ meme stock when we were all getting into options a million years ago.
1step's entire portfolio was like smith and wesson and OTM beyond meat weeklies.
buffet and burry just revealed they are going balls fucking deep in unitedhealthcare, among others.
https://x.com/michaeljburryBC/status...95252835787151
I lightened up on stocks a lot today. Does anyone else feel like a crypto and general market correction is overdue?
I 100% agree. How can we hurt the most people in the shortest amount of time? Folks are all fearlessly long (leveraged too). That is the MOST people. Time to thin the herd.Quote:
Originally Posted by country978
But I'm trying, Ringo. I'm trying real hard to be the shepherd.
America’s darling PLTR hit $189 yesterday and gave it up kinda hard. Exhaustion move. Shake the noobs out before we continue the run to new highs having bought at better prices. PLTR is just one example.
Curious what narrative will be attributed. It’s just game theory.
Somewhere up there Charlie Munger smiles.Quote:
Originally Posted by sonatine
But honestly, Burry is usually a fade.
I own 0 shares of pltr and nvda for the 1st time in what seems like years now. I also sold all positions in ETH and BTC today. As for the narrative, you're the inflation guy. I think its that, geo politics, domestic anxiety and a possible future surprise. It seems like the tariff situation has worked out ok but its not fully played out and could create head winds again.Quote:
Originally Posted by SanlmarI 100% agree. How can we hurt the most people in the shortest amount of time? Folks are all fearlessly long (leveraged too). That is the MOST people. Time to thin the herd.Quote:
Originally Posted by country978
But I'm trying, Ringo. I'm trying real hard to be the shepherd.
America’s darling PLTR hit $189 yesterday and gave it up kinda hard. Exhaustion move. Shake the noobs out before we continue the run to new highs having bought at better prices. PLTR is just one example.
Curious what narrative will be attributed. It’s just game theory.
Europe is weak and getting a lot weaker too, no?
In my own mind - the money supply is expanding in several ways.Quote:
Originally Posted by country978
At this point I could riff in several directions….. How about this - Trump wants lower rates. We will have a looooong period of “negative real interest rates”. As an added bonus this helps deflate the debt.
When the dollar is worth less and real rates are negative the sharp money piles into assets. Dollars stuffed in your mattress is worth less daily. Assets including the stock market will inevitably rise. It’s just self defense. Whether you are really making money is a a fun debate (Boz).Quote:
Negative real interest rates occur when the nominal interest rate is lower than the inflation rate, meaning that the purchasing power of money decreases over time. In this situation, even if you earn interest on savings, the value of that interest is less than the increase in prices, resulting in a loss of purchasing power.
experian.com Investopedia
I posted a chart of the stock market over time priced in Gold instead of crummy dollars. Kinda flat.
PLTR, UEC and all that are sweet outliers compared to some Fidelity Fund of course. Cheers
The RETRACEMENT we anticipate is just gamesmanship.
Of course I could be all wrong. EoT ™
Quote:
Originally Posted by SanlmarSomewhere up there Charlie Munger smiles.Quote:
Originally Posted by sonatine
But honestly, Burry is usually a fade.
Burry hasnt really had a good bet since 2008 but if you had aped into it at market open after reading this post youd be up like 14%
I love Burry. He’s a pleasant sorta ‘sperg but he’s AIDs.Quote:
Originally Posted by sonatineQuote:
Originally Posted by Sanlmar
Burry hasnt really had a good bet since 2008 but if you had aped into it at market open after reading this post youd be up like 14%
It did not gap up (you know what I mean) and in fact put a little scare into folks for a few minutes. I scalped some.
@Sonatine
What cute advertising campaign will Buffet suggest?
Buffet was famously Geico (gecko)
So an AI Luigi Mangione? He exposed the fraud and made United family friendly again? Luigi solves other routine domestic problems in the ad campaign. America loves Luigi. High Q rating.
Quote:
Originally Posted by Sanlmar
my guess is hes expecting them to get acquired _or_ someone just begged him to take a stake for national security reasons.
remember they are still under federal investigation.
You think America takes a stake in UNH too?Quote:
Originally Posted by sonatineQuote:
Originally Posted by Sanlmar
my guess is hes expecting them to get acquired _or_ someone just begged him to take a stake for national security reasons.
remember they are still under federal investigation.
Oooh, oooh, ooooh ahhhhhh….
Quote:
Originally Posted by SanlmarYou think America takes a stake in UNH too?Quote:
Originally Posted by sonatine
Oooh, oooh, ooooh ahhhhhh….
im going to go out on a limb and say trump doesnt want 170 million people to lose coverage but lord knows ive given him too much credit before.
Left will cause macular degenerationQuote:
Originally Posted by sonatine
https://www.reuters.com/sustainabili...es-2025-08-19/
class action over 'self driving' just launched.
we need to normalize firing ceos into the sun or sacrificing them to volcanos or something once their companies reach a certain point where leadership competence and vision exceed the value of being fucking toddlers.
https://pbs.twimg.com/media/GyvEgera...jpg&name=large