THE SHORT BEAR
Stoic trader and investor | since 2013 | driven by Philosophy & Psychology | VC & PE|Tweets are purely for entertainment purposes and not investment advice
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A few things will be looked back in the future when we think back on the 2020 mania. SPACS issuance: https://t.co/gx26CByhca
It seems like people are trying to keep their buying power and spending habits up via their properties, a very bad sign of leveraging via debt we have not seen since the crash of 2...
After 10y 40% are left , 10 out of 25 stocks remain. After 20y, 30% remains. In the end the new eras of development kick companies aside. https://t.co/iy6RdevdaB https://t.co/J...
βThe biggest mistake that most people make is to judge what will be good by what has been good lately,β~Ray Dalio What used to work is not usually what will continue to work.
Ray Dalio. Ray is a pioneer in the hedge fund world, proving other managers and the street wrong in their belief that uncorrelated results to the broader market and managers was i...
Seeing inflation metrics like the core PCE, commodities and especially energy prices come in is interesting when you look at it from a certain standpoint. When looking at the curr...
Double Eagle hedge fund 1978-1979 The switch from an analog to digital understanding started. The tech sector was in the doghouse. Distributed data processing was growing at a gr...
33:40min @TheOneLanceB goes over the same point we are talking throughout this thread. Price is not equal to Price. https://t.co/pH8yjF3FQQ https://t.co/Otpy6ADSHj
Puts are being bought across the board as we see institutional players coming out with bearish statement and positions. https://t.co/0GT7paMIaC https://t.co/9yhHsAOFCn
We are starting to seriously heat up. After this weekend's scans I realized we had serious multi month breakouts starting to show in multiple spaces. China Biotech secular growth...
Update on valuation metrics: $SPY is close to the 2014-2016 valuation lows The closest comparison for the current market environment is 2018.Should the scenario play out,we are l...
Major $BTC wallets are being transferred to major crypto exchanges across the board. I am taking about mid 8 figures and 9 figures. Given the current situation, we could be seeing...