Karl Hungus

Wonder if we can Chuck Schumer to add this to his list of demands

Chart showing forward p/E of SML 600 at 16x in 43rd percentile rank vs history SP500 is 22X in the 94th percentile and equal weight SP is 17x which is 95th %tile

Quality Small Caps are cheap

SML 600 excludes unprofitable companies unlike the R2000

Also Josh Brown's here?
holy fucking shit!

You'd know by the spec dollars flowing to another spec asset
maybe even Draft Kings volumes spiking

chart showing the biggest beneficiaries of the OBBA is the top 2%

H/T Bernstein care of CBO Data
OBBA will benefit the highest income brackets

I know we're all shocked

#Econsky
#finsky

Laguna Ted
has sensitive skin

"Stir Worry"

ok

yeesh

Graphic showing European countries hold ~40% of foreign US treasuries

Lutnick is too stupid to understand this but maybe Bessent should show tubby this before his pep talk at Davos

Chatr showing large majority has not taken out protection against a big drawdown

Who needs insurance anyway

LMFAO no bid for the 10 year.

Chart showing %of stocks out preforming in S&P sector indexes. Cyclical value indexes all showing strength w stagnating SP 500

Rotation into cyclical value almost across the board

CRWV CDS premium chart is up and to the right!

Everyone looks at $ORCL CDS ... but look at this beauty

Junk Rally topped out in October

Enterprise LLM market share
Open AI losing share fast to Anthropic
Meta (one of the biggest capex spenders) just noise

Coding is one of the few actual enterprises use cases
is also led by Anthropic

Counterpoint

Blue Owl private credit fund merger leaves some investors facing 20% hit Asset manager blocks redemptions from one of its first private debt vehicles targeting wealthy individuals

www.ft.com/content/8c95...

LMFAO

Blue Owl tried to mark itself to market and was like

Nah this shit sucks

Okay sure, but is there a 3x levered long electron ETF
I can buy on margin??

Finally listened to the Gundlach Odd Lots

He was cooking until the last 10m

Then he drawer of dildos and got his inner crank all worked up

It's always hilarious when rightwing cranks get worked up over the debt

It's like grandpa Abe yelling at the clouds after snorting weapons grade meth

This is great because regional banks are lending to Non ban financial institutions who are then lending to private credit
who are in turn lending to the data center coke dealers

DB graph showing margin debt

Margin debt now higher than 2021 mania but still has
headroom to 99 bubble peak

Let's go degens you can do it!

Art of the kneel

Did they use Perplexity to orchestrate this smooth op?

The first lesson of VC is if you're going to light money on fire

make sure the flame is big and beautiful

Really excited for the introduction of leverage into the
Data Center boom

Alex Karp seems like a solid of Steward of capital

And anyone who thinks otherwise is just ableist

Wow 7X cash flow

Treehouse was a pretty crappy company
but indicative how hated food companies are

“.. As the raids have continued, consumers have started to question whether the company’s silence makes it an accomplice to the sweeps rather than merely the backdrop. .. A backlash is coming for the company.”

@bloomberg.com $HD
www.bloomberg.com/opinion/arti...

Looks like more fintwit refugees here

Going to skeet more for sure