E.S.
@SCAPHA11
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“Al Nut…..Al Nyet”…….i've been around , trading, since 1989. last stop…. family office… multi billion... less conservative than others
Amsterdam
Joined November 2021
I like ……
$SPY $SPX $ES - My 2026 eoy roadmap/prediction. January starts out choppy (Vol up + Mrkt Up) but mostly we spin our wheels into Feb. With lows tested we grind up to a new ATH into May - where you sell and go away into a 14%ish drawdown - and all da bears come out calling for the
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Challenger Job Cuts Surge But the Bigger Tell Is Hiring Just Collapsed The Challenger report for January 2026 is showing that corporate confidence is slipping, and it’s showing up first in hiring intent, not just layoffs. U.S. based employers announced 108,435 job cuts in
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Bringing this up again because if $GME can deploy a large amount of capital at such a point as this - (more stocks bottomed in October 2008 than March 2009), it will do far better than deploying capital in expensive markets. A bit more patience may be all it takes.
My October 9, 2008 letter to my investors, pages 2-4. I have pounded a table or two in my day, and this was one of those times.
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Kevin Warsh hates QE. It is crystal clear. He quit the Fed over QE2. He’s going to slash the Fed’s balance sheet. “QE sort of took off without us. And what did we say then? We debated internally whether to do this. And the story goes something like this. Secretary Paulson, he's
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Everyone keeps saying America has a “housing shortage.” It doesn’t. Divide total homes by population and you get this: We’ve never had more housing per person than we do right now. The problem isn’t supply. It’s prices.
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"Employment growth in large companies is outpacing job growth in smaller companies. The source of the underperformance of small businesses could be AI or it could be the trade war." -Apollo Slok
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NEW 🇮🇷🇷🇺 — An Iranian government plane took off from Tehran on its way to Moscow
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run faster ……..
Blackrock's Rick Rieder now in the lead to be the next Fed chair, says Polymarket. What Rieder told me several months ago about ballooning US debt: "So the cost of our debt just keeps going up, and the size of it keeps going up. It's not tenable,'s not sustainable. I think
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𝚠𝚒𝚝𝚑 𝚊𝚒, 𝚝𝚑𝚎 𝚞𝚝𝚒𝚕𝚒𝚝𝚢 𝚏𝚞𝚗𝚌𝚝𝚒𝚘𝚗 𝚘𝚏 𝚝𝚑𝚎 𝚕𝚎𝚏𝚝 𝚋𝚛𝚊𝚒𝚗 𝚒𝚜 𝚛𝚊𝚙𝚒𝚍𝚕𝚢 𝚊𝚙𝚙𝚛𝚘𝚊𝚌𝚑𝚒𝚗𝚐 𝚣𝚎𝚛𝚘. 𝚊𝚒 𝚒𝚜 𝚟𝚎𝚛𝚢 𝚏𝚊𝚛 𝚊𝚠𝚊𝚢 𝚏𝚛𝚘𝚖 𝚎𝚡𝚌𝚎𝚕𝚕𝚒𝚗𝚐 𝚊𝚝 𝚌𝚛𝚎𝚊𝚝𝚒𝚟𝚒𝚝𝚢. t𝚑𝚒𝚜 𝚒𝚜 𝚊 𝚐𝚛𝚎𝚊𝚝 𝚝𝚒𝚖𝚎 𝚝𝚘 𝚋𝚎
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They sit out Trump before acting
Yun Sun, Director of the China Program at @StimsonCenter , writes it is increasingly convincing that a Chinese invasion of Taiwan will happen and could even be imminent in 2026. A must read.
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LIVE: from the World Economic Forum • EN DIRECT : au Forum économique mondial
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Hahhaha , coupon ?
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