SNAP exposed that there just isn’t enough global ad dollars and growth In Those dollars to support the valuation on any of the social stocks. ...

XOM does have the large nat gas exposure so it can continue to run ahead as long as NG stays strong. Crude gets a bid on any weakness so likely...

There’s some out of context too. He’s never been a bond guy and doesn’t need them.

Safer than bonds!

Can’t happen with the current structure at either company

Yes but you can’t assume anything. With an option you only make money if the price goes up. With an RSU it always has an intrinsic value.

A heloc this close to purchase might affect your options for finance. I bought my house in the short summer lull last year. Maybe not a better...

It’s neutral as a compensation bonus because it’s a grant and not an option.

$1m doesn’t get you much house these days

DXY is 3% off it’s recent high. Good support a couple % lower. This is good news short term.

When Powell immediately shook off .75 hike he knew there was no way. .50 in June is questionable now

6 week low in the ten year rate.

New home sales in the United States sank 16.6% mom to a seasonally adjusted annual rate of 591,000 in April of 2022, the lowest since April of 2020...

New home sales collapse. 9 month supply.

Gasoline futures are down 5% tonight. June delivery. Demand not there with refineries geared up for driving season. If oil breaks gasoline...

Layoff tracker getting busier but nothing big yet https://layoffs.fyi/

Money markets are backed by short term treasury and have low yield accordingly. There is no magic formula for outsized gains. IF a tether fails if...

Next down cycle in stocks will be led by TSLA. It will take a while for the indices to diverge.

It’s never slowing down. Maybe they should use transitory?

Dixon. Respect

Bitcoin car had the fastest indy 500 qualifying speed since 1996. Goes for the pole today. In past years it would have already won pole.

The only equalizer these days is wind or unfair greens. They’ve reached the limits of length. Even at this distance they’re still hitting wedges...

So we can stop calling them currency?

I’m looking for the lost de vinci and nazi gold. Im also certain there is no gold in Fort Knox.

Create a sense of scarcity with an illusion of lost supply owned by an imaginary friend. Fairy dust and unicorn stuff

Currency trends much farther and longer than most expect. Although, long currency trends have been fleeting in recent decades. In 2010 we were post...

Just to be clear, my investments are levered to a lower dollar. Strong dollar hurts me going forward as I have a lot of EM sovereign dollar bond...

Three things are supporting the USD: 1. Oil is priced in dollars. 2. US interest rates are much higher than other major currencies; even...

This is not true. It might add some value but reserve status is a banking function. It’s how global transactions are priced. The dollar was 30%...

Drumbeats for the demise of the dollar have been loud since the end of Bretton Woods System