Pete Tobin

Thoughts on this topic

Economic outlook has deteriorated due to policy uncertainty, govt job cuts etc. and this becomes obvious in the summer

-> Fed reserve does emergency rate cuts

-> Bitcoin hits ATHs

What are the flaws in this thought process?

US Government Shutdowns Come With Economic, Productivity Costs The costly truth about US government shutdowns: They don’t save taxpayers a dime.

The costly truth about US government shutdowns: They don’t save taxpayers a dime

Am now short the quantum realm

South Korea’s Ruling Party Leader Resigns After Yoon Impeachment The leader of South Korea’s ruling party said he’s stepping down following mounting calls for his resignation, after President Yoon Suk Yeol was impeached over the weekend for his brief martial-law de...

The leader of South Korea’s ruling party said he’s stepping down following mounting calls for his resignation, after President Yoon Suk Yeol was impeached over his brief martial law decree.

The 2025 Icarus List

Vertical take off: $ACHR $JOBY
The Quantum Realm: $IONQ $QUBT
Growth at any cost: $CAVA $DUOL $PLTR $WING
Passive will carry the bag: $MSTR
It’s not a cult: $ASTS $ENVX $GME $LMND
The great whale: $TSLA

Not a signal to go short $TSLA

Wait until it goes down on good news

President Biden Says He Signed a Pardon for His Son, Hunter President Joe Biden said Sunday he’s signed a pardon for his son, Hunter Biden.

BREAKING: President Joe Biden has signed a pardon for his son Hunter.

quantum computing and eVTOL sectors look they will be shorts in the near future (all up a lot on no news).

Very unclear as to the downside catalysts though so will just observe for now

@midwesthedgie.bsky.social

From 2019…

His more recent commentary on BRICS and USD is interesting but unclear if this principle can be extrapolated to cryptocurrencies. I don’t think we can assume he will be logically consistent or even consistent with his prior statements

Great FinTwit follow list

This is the most amusing timeline.

I didn’t think we would get the old ‘21 set ups.

Heard someone say “here for the income not the outcome” today at work and that pretty nicely sums up what happens in tech when stocks really start ripping. 2021 vibes everywhere

Bitcoin ETF Options Trading Will Start Tuesday An industry push to offer options trading on Bitcoin exchange-traded funds recently cleared some regulatory hurdles.

iBIT options will be listed tomorrow, November 19 2024

www.barrons.com/amp/articles...

The drop in $IONQ today seems random

US tariffs may be bullish for some sectors of Chinese economy if it forces Chinese govt to stimulate the local economy to offset the effect of the tariffs.

Inflation gets bid either way.

Europe has its own multitude of problems. Germany GDP is not growing and it has been the growth engine of Europe.

Having said that, $VXUS looks interesting here with some components like $AZN compelling for a number of reasons

Do you think it’s feasible that $MSTR gets listed on S&P500? The positive earnings criteria seems to be the only challenge. If listed, would create a good short set up as passive is forced to buy.