One of those "you have to tack it up in the classroom, but you can't do it in the real world" situations
10.11.2025 01:09 β π 8 π 1 π¬ 0 π 0@raeckart.bsky.social
Flat out and half turned over
One of those "you have to tack it up in the classroom, but you can't do it in the real world" situations
10.11.2025 01:09 β π 8 π 1 π¬ 0 π 0People love the idea of doing hardly anything on vacation while eating & drinking all they want. Plus insta photos, lol! I hate the idea completely.
08.11.2025 00:51 β π 1 π 0 π¬ 0 π 0Oh my gosh, congratulations!
07.11.2025 21:42 β π 1 π 0 π¬ 0 π 0Bela Anton Leos is already taken, so...
07.11.2025 21:41 β π 0 π 0 π¬ 0 π 0All quiet on the western front as bubble shorters score huge in 10 days $ORCL (-30%), $FB (-20%) & $MSFT (-10%) & a host of smaller co's
06.11.2025 19:14 β π 1 π 0 π¬ 1 π 0Have read 8000 posts about an A.I. bubble, so I assume all those writers scored super-big on this short
06.11.2025 15:23 β π 3 π 0 π¬ 0 π 0That's cool that Slack is the open app
06.11.2025 04:01 β π 0 π 0 π¬ 0 π 0Nobody's listening to Ken, are they?
05.11.2025 22:44 β π 1 π 0 π¬ 0 π 0$BLK now +1.8%
05.11.2025 17:34 β π 0 π 0 π¬ 0 π 0After 3 straight weeks down (-20%), $BLK is +1% so far today. Their black box of loans might have been what's tipping things now.
05.11.2025 15:35 β π 1 π 0 π¬ 1 π 0Ok yes, we're killing the monkeys. Now where are the footballs?!
05.11.2025 04:10 β π 1 π 0 π¬ 0 π 0It's like the Super Bowl followed by the World Series or something
05.11.2025 03:46 β π 1 π 0 π¬ 0 π 0His whole strategy is now weaseling/ducking
05.11.2025 03:19 β π 1 π 0 π¬ 0 π 0"Not until you can cry for very specific reasons while voting"
04.11.2025 03:32 β π 0 π 0 π¬ 0 π 0Here comes Andrew Ross Sorkin with 1929 right on time. And then we have dotcom. Wherein we compare 250 million dial up users to 8 billion highspeed users of today.
04.11.2025 00:18 β π 0 π 0 π¬ 0 π 0Well, you have to set something up in order for there to be a re-toppling
02.11.2025 18:09 β π 1 π 0 π¬ 0 π 0Where's a man to go with 60 million tons of unsold soybeans?
02.11.2025 18:00 β π 0 π 0 π¬ 0 π 0Lol, looks like Florida plates & she's driving back for it
31.10.2025 21:04 β π 9 π 0 π¬ 1 π 0In this case the TAM is much, much bigger than any of the past booms which were contained by a country's borders. Comparing $META CAPEX to U.S. GDP instead of global GDP makes this ratio look scarier than what it is.
31.10.2025 20:26 β π 0 π 0 π¬ 0 π 0These seem to be rolling through like thunderstorms
www.wsj.com/finance/blac...
Let them eat marble
31.10.2025 18:05 β π 6 π 0 π¬ 0 π 0"You see what happens Larry (Fink)?"
31.10.2025 15:40 β π 1 π 0 π¬ 0 π 0Ok, so a ghost
31.10.2025 15:33 β π 2 π 0 π¬ 0 π 0Blackrock still a mystery
31.10.2025 14:17 β π 1 π 0 π¬ 0 π 0Ironic that the Nuclear Option involves Republicans opening the House & then swearing in a Democratic congresswoman who will be the deciding vote to release the Epstein Files as a side-story. Open indeed, chop, chop!
31.10.2025 02:52 β π 1 π 0 π¬ 0 π 0As a fan of a different SEC team, I welcome the new Jerry Jones to the league. So many coaches will want to work there.
30.10.2025 23:34 β π 3 π 0 π¬ 1 π 0Just walk outside with your laptop or something. Wave at me from the beach, I'll be on the Friendship Rose.
30.10.2025 21:21 β π 0 π 0 π¬ 1 π 0Ok, cool. Well, I'm going to be on Bequia in 4 weeks, so I'll look you up on Mustique.
30.10.2025 21:11 β π 0 π 0 π¬ 1 π 0I just read 82 tweets you put out & you must be making a fortune in this market. You seem to have it easily figured out.
30.10.2025 21:05 β π 0 π 0 π¬ 1 π 0$AMZN, $GOOGL, $MSFT all saying they do not have enough compute to serve all their clients & they will expand it. You're saying this is bearish?
30.10.2025 20:54 β π 0 π 0 π¬ 1 π 0