
Financelot
@FinanceLancelot • 349,865 subscribers
If you feel like buying me a coffee subscribe ⤴️ I'm only on Twitter X. I'm not on other social media Do ur own due diligence before making investment choices
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People seem to forget how bad the Asian Financial Crisis was for South Korea 🇰🇷 when the bubble popped. The lessons learned in 1998 appear to have been lost and now financial instability is again knocking at the door in the largest speculative bubble we've ever seen.
Financelot71,241 görüntüleme • 13 saat önce

Honestly, I feel retarded... I've worked hard, been smart, but now apparently, people like Chamath Palihapitiya have stolen millions of Dollars from complete morons. That's what Chamath Palihapitiya thinks of you... He thinks you're fucking retarded for giving him money... but he gladly takes it.
Financelot544,106 görüntüleme • 7 gün önce

WATCH: Ryan Cohen blame the media for failing to explain how GameStop $GME can afford to buy $eBay "There has been a complete failure by the media to explain why this transaction makes sense..." Has anyone from eBay returned your phone calls? "No... but I hope they do..."
Financelot93,266 görüntüleme • 1 gün önce

A little birdie told me the US is preparing for a full on amphibious & airborne invasion of Qeshm Island, Iran USS Abraham Lincoln, George Bush & Boxer assault group are reportedly ready US strikes specifically targeted coastal surveillance & defense assets along Iran's coast
Financelot675,076 görüntüleme • 9 gün önce

"I think people are underestimating the pace at which the Bank of Japan 🇯🇵 is going to end up tightening." Well... the parabolic puts Japan's 10 year yield from 2.75% to 4.0% in the next 45 days, so Adam Posen could be right. Rising yields defend currency depreciation, so if BoJ allows this sharp move to happen then goodbye Yen Carry Trade...😬 There's always a possibility Japan sacrifices their currency even further to Yen 180:1 USD to save U.S. markets though. Either way, this ends in a sovereign debt crisis & stock market crisis. The decision they have to make is if they want both at the same time.
Financelot256,810 görüntüleme • 4 gün önce

Holy shit! Jeremy Grantham & Joe Kernen were insulting each other live on the air about Bitcoin and the stock market bubble 😮 This is the type of arrogance you see when markets go vertical and people believe "This time is different" + "Markets will go up forever"
Financelot1,252,563 görüntüleme • 21 gün önce

Uh oh... The "Chief Investment Strategists" were all on CNBC today telling you to buy memory & chip stocks like $MU, $SNDK and $NVDA Advising you to "ignore the volatility" and "hold Micron for the intermediate to long-term." Take a guess what that means...😏
Financelot188,335 görüntüleme • 4 gün önce

Man... Chamath is such a prick. He's back to steal more money. If you could go back in time, would you do the SPACs again? "I wouldn't have come on CNBC and talked about them." Wait, you're talking about your current project (on CNBC)? "This SPAC is different..."
Financelot132,460 görüntüleme • 3 gün önce

Holy shit! They changed the rules for Elon again... They waved the profitability rule & are adding SpaceX to indices only 5 days after IPO... normally it's 90 This forces 401k retirement & passive funds to buy SpaceX at elevated IPO pricing, holding the bags the entire way down
Financelot1,943,908 görüntüleme • 1 ay önce

You've got to watch to this! Warren Buffett was interviewed in July 2006 when Berkshire Hathaway was sitting on a record $40 billion in cash. When asked why he wasn't buy anything he said there wasn't anything worth buying. He also warned about private equity making risky investments with other people's money. Today Berkshire Hathaway is sitting on a record cash pile of $400 billion.
Financelot75,414 görüntüleme • 3 gün önce

Interesting, FoFty is seeing a collapse in AI GPU rental prices. What does this mean? Data center profitability margins are collapsing too. Lower margins = less cash + no reason to continue ordering Nvidia hardware While he didn't suggest AI demand is falling, I'm willing to bet most companies have figured out by now its usefulness in their business is extremely limited. Also, LLM commodity providers have suddenly realized their customers aren't willing to pay the 10x to 20x reall cost of their service. Until now, they've been absorbing the costs by basically throwing cash into a furnace. That all stops once the private credit stops, hence the rush to IPO before the collapse. Elon Musk's timing to IPO SpaceX $SPCX was perfect.
Financelot641,347 görüntüleme • 23 gün önce