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On CNBC Halftime with Scott Wapner (Scott Wapner), Brad Gerstner (Brad Gerstner) shared how he thinks about positioning during periods of market volatility. “Let your winners run.” But also: “I will say with these parabolic moves, we absolutely are making sure that we're taking down some of our exposure... show more

Altimeter Capital

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78,040 次观看 • 2 个月前 •via X (Twitter)

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“I’ve been skeptical of software now for two years.” On CNBC Halftime with Scott Wapner (Scott Wapner), Brad Gerstner (Brad Gerstner) explained why many software names have reverted from a decade of premium multiples back toward market multiples in the AI era. “The closer you are to a point solution, that feels to me like you're on the front of the conveyor belt heading toward the guillotine, and to me it's just too hard.”

“I’ve been skeptical of software now for two years.” On CNBC Halftime with Scott Wapner (Scott Wapner), Brad Gerstner (Brad Gerstner) explained why many software names have reverted from a decade of premium multiples back toward market multiples in the AI era. “The closer you are to a point solution, that feels to me like you're on the front of the conveyor belt heading toward the guillotine, and to me it's just too hard.”

Altimeter Capital

169,944 次观看 • 3 个月前

Last week on CNBC Halftime, Brad Gerstner (Brad Gerstner) broke down the AI selloff — first with Scott Wapner (Scott Wapner), then alongside Jensen Huang (NVIDIA): With Scott Wapner on markets + AI CapEx: "There's a fog of war when the rate of change goes parabolic." "When the smartest guys in the world — Sundar, Elon, Andy Jassy, Mark Zuckerberg — are all saying we are going to earn a return on this investment, my bet is on them." With Jensen Huang on AI infrastructure + U.S. competitiveness: "This is like building the interstate highway system — $700 billion of investment, all funded by profitable private companies in America." "Could you imagine being large early investors in Google, Amazon, and Meta? Incredible. And that's what we're looking at." As founder of Invest America | Trump Accounts | Trump Accounts, Brad is focused on ensuring every American has a stake in the future being built. Watch the conversation 👇

Last week on CNBC Halftime, Brad Gerstner (Brad Gerstner) broke down the AI selloff — first with Scott Wapner (Scott Wapner), then alongside Jensen Huang (NVIDIA): With Scott Wapner on markets + AI CapEx: "There's a fog of war when the rate of change goes parabolic." "When the smartest guys in the world — Sundar, Elon, Andy Jassy, Mark Zuckerberg — are all saying we are going to earn a return on this investment, my bet is on them." With Jensen Huang on AI infrastructure + U.S. competitiveness: "This is like building the interstate highway system — $700 billion of investment, all funded by profitable private companies in America." "Could you imagine being large early investors in Google, Amazon, and Meta? Incredible. And that's what we're looking at." As founder of Invest America | Trump Accounts | Trump Accounts, Brad is focused on ensuring every American has a stake in the future being built. Watch the conversation 👇

Altimeter Capital

21,265 次观看 • 6 个月前

Relative Strength Amid Market Volatility Investing with the Boys | Episode #14 Follow the Hosts | Shay Boloor Logical Thesis Special Guest: Stock Talk Available on YouTube & Spotify — see link in reply👇 1:43 Stock Talk Weekly's Market Perspective $SPY $QQQ 10:50 2nd Order Impacts of a Stock Market Crash $TLT 20:05 Notable Themes in a Tough Macro | Biotech and Latin America $ARQT $CIB 28:12 Sticking to Long Term Winners and Relative Strength $ERJ $PPTA $DLTR 38:05 Best of Breed | $PLTR $NET $SNOW $CRWD $RBRK 45:35 Does Valuation Matter? | $NVDA 55:46 Wrap Ups In this episode, we are joined by Stock Talk Weekly who is a friend to the crew, but also an impressive investor and trader. He shares his perspective on the market, and we discuss relative strength opportunities during this market volatility.

Relative Strength Amid Market Volatility Investing with the Boys | Episode #14 Follow the Hosts | Shay Boloor Logical Thesis Special Guest: Stock Talk Available on YouTube & Spotify — see link in reply👇 1:43 Stock Talk Weekly's Market Perspective $SPY $QQQ 10:50 2nd Order Impacts of a Stock Market Crash $TLT 20:05 Notable Themes in a Tough Macro | Biotech and Latin America $ARQT $CIB 28:12 Sticking to Long Term Winners and Relative Strength $ERJ $PPTA $DLTR 38:05 Best of Breed | $PLTR $NET $SNOW $CRWD $RBRK 45:35 Does Valuation Matter? | $NVDA 55:46 Wrap Ups In this episode, we are joined by Stock Talk Weekly who is a friend to the crew, but also an impressive investor and trader. He shares his perspective on the market, and we discuss relative strength opportunities during this market volatility.

Investing with the Boys

52,214 次观看 • 1 年前

🚨 "I Can Design & Build An Aircraft That Can Go 210x The Speed of Light!" During my conversation with Joe Rogan I revealed something that I have been sitting on for a couple of years. The fact that I was present in the room when Lockheed Martin engineer and inventor Brad Sorenson was contacted and asked about the Alien Reproduction Vehicle (ARV Fluxliner) that he described to military illustrator, Mark McCandlish. Mark revealed the Fluxliner to the world during the 2001 National Press Conference, organised by Dr. Steven Greer, before later (reportedly) taking his own life. Brad Sorenson has never gone public about what he told Mark. We only have the ARV Fluxliner story because of Mark, and we only know of Brad Sorenson because of Mark. But when Brad was contacted, and I was present for the phone call, he essentially admitted to everything, acknowledging the legitimacy of Mark McCandlish's detailed illustration of this flying saucer style vehicle. Brad said three of these vehicles were present inside the Lockheed hangar, nicknamed Baby Bear (smallest) Mamma Bear (Mid-Size) Papa Bear (Largest). They were designated as 'Instantaneous Nuclear Delivery Platforms' by the Lockheed team. Brad was extremely angry on the phone in regards to Mark going public, clearly Brad never intended for Mark to take the information he gave him and go public with it, he said "I gave Mark the keys to the kingdom, and he went off and told the whole f***ing world about it" Brad Sorenson claimed on this phone call that he is capable of designing and building an aircraft that can go 210x the speed of light, he said that "we have turned over every stone in the Solar System and what we have realised is that we have to make the earth work" This is the first time direct statements have been made from Brad in relation to the ARV Fluxliner and Mark McCandlish, my takeaway was that Brad believed at the time that Mark would treat this information as a trade secret, Mark chose to tell the world and Brad, to this very day, has never forgiven Mark for doing that.

🚨 "I Can Design & Build An Aircraft That Can Go 210x The Speed of Light!" During my conversation with Joe Rogan I revealed something that I have been sitting on for a couple of years. The fact that I was present in the room when Lockheed Martin engineer and inventor Brad Sorenson was contacted and asked about the Alien Reproduction Vehicle (ARV Fluxliner) that he described to military illustrator, Mark McCandlish. Mark revealed the Fluxliner to the world during the 2001 National Press Conference, organised by Dr. Steven Greer, before later (reportedly) taking his own life. Brad Sorenson has never gone public about what he told Mark. We only have the ARV Fluxliner story because of Mark, and we only know of Brad Sorenson because of Mark. But when Brad was contacted, and I was present for the phone call, he essentially admitted to everything, acknowledging the legitimacy of Mark McCandlish's detailed illustration of this flying saucer style vehicle. Brad said three of these vehicles were present inside the Lockheed hangar, nicknamed Baby Bear (smallest) Mamma Bear (Mid-Size) Papa Bear (Largest). They were designated as 'Instantaneous Nuclear Delivery Platforms' by the Lockheed team. Brad was extremely angry on the phone in regards to Mark going public, clearly Brad never intended for Mark to take the information he gave him and go public with it, he said "I gave Mark the keys to the kingdom, and he went off and told the whole f***ing world about it" Brad Sorenson claimed on this phone call that he is capable of designing and building an aircraft that can go 210x the speed of light, he said that "we have turned over every stone in the Solar System and what we have realised is that we have to make the earth work" This is the first time direct statements have been made from Brad in relation to the ARV Fluxliner and Mark McCandlish, my takeaway was that Brad believed at the time that Mark would treat this information as a trade secret, Mark chose to tell the world and Brad, to this very day, has never forgiven Mark for doing that.

Jay Anderson

337,594 次观看 • 8 个月前

#WATCH | Mumbai, Maharashtra: When asked about how 3:15 PM cutoffs and closing auction price spreads are disrupting his algorithmic hedging and intraday risk management, with Securities and Exchange Board of India (SEBI) confirming Closing Auction Session (CAS) is permanent, Shrikant Chouhan, Head of Equity Research, Kotak Securities, says, "...If we go through with the CAS-related issues which are giving some kind of uneasiness for option traders... this time option traders, they are mainly affected. The reason is that between this time gap, the prices change a lot, and because of that, most of the time on the day of expiry, especially on the day of expiry, it actually impacts option traders, those who are like writers. Broadly, we are of the view that at present SEBI is holding a lot of meetings with brokers, traders, algo traders, and they are designing their framework... they are ready to make changes as per the difficulties which traders are facing... broadly, I am of the view that it may take some time, but in the next maybe 1-2 months, definitely something will come out concrete, and based on that, again, we can see normalisation in the market... till then, option traders, especially writers or those who are using algorithms, they are trying to stay away from the market because of which volatility has also come down sharply in the market. You can see the market is falling gradually, but at the same time, intraday volatility is very low. Even if we consider Volatility Index (VIX), India's VIX index, that is also close to 11 or maybe 11.5 sort of levels, which is the lowest... it means that option traders are not active in this market. That is why I am of the view that it will take some time to come to normalcy. But eventually, definitely, we will come out with something that will help traders, option traders, I mean to say, in terms of managing their risk. It's not that they can increase their volume and all because our government is primarily focusing on controlling this particular speculative activity... they are trying to control that, and maybe because of that, I think they will come out with something which is very balanced."

#WATCH | Mumbai, Maharashtra: When asked about how 3:15 PM cutoffs and closing auction price spreads are disrupting his algorithmic hedging and intraday risk management, with Securities and Exchange Board of India (SEBI) confirming Closing Auction Session (CAS) is permanent, Shrikant Chouhan, Head of Equity Research, Kotak Securities, says, "...If we go through with the CAS-related issues which are giving some kind of uneasiness for option traders... this time option traders, they are mainly affected. The reason is that between this time gap, the prices change a lot, and because of that, most of the time on the day of expiry, especially on the day of expiry, it actually impacts option traders, those who are like writers. Broadly, we are of the view that at present SEBI is holding a lot of meetings with brokers, traders, algo traders, and they are designing their framework... they are ready to make changes as per the difficulties which traders are facing... broadly, I am of the view that it may take some time, but in the next maybe 1-2 months, definitely something will come out concrete, and based on that, again, we can see normalisation in the market... till then, option traders, especially writers or those who are using algorithms, they are trying to stay away from the market because of which volatility has also come down sharply in the market. You can see the market is falling gradually, but at the same time, intraday volatility is very low. Even if we consider Volatility Index (VIX), India's VIX index, that is also close to 11 or maybe 11.5 sort of levels, which is the lowest... it means that option traders are not active in this market. That is why I am of the view that it will take some time to come to normalcy. But eventually, definitely, we will come out with something that will help traders, option traders, I mean to say, in terms of managing their risk. It's not that they can increase their volume and all because our government is primarily focusing on controlling this particular speculative activity... they are trying to control that, and maybe because of that, I think they will come out with something which is very balanced."

ANI

37,157 次观看 • 5 天前

One of the most important sections of my interview with Luke Gromen this week. “Listen to what Scott Bessent said, Wall Street is not hearing him. ‘We want Main Street to do really well. Wall Street has done really well and they’ll still be okay but we want Main Street to do really well.’ How do you do that? You let our deficits crush the dollar.” He goes on to say that gold is going through a phase change — it will soon run the deficits and eventually maybe Bitcoin. Don’t miss this conversation about Trump’s strategy, the impact of tariffs, trade with China, reshoring and market volatility. Let us know what you think in the comments below.

One of the most important sections of my interview with Luke Gromen this week. “Listen to what Scott Bessent said, Wall Street is not hearing him. ‘We want Main Street to do really well. Wall Street has done really well and they’ll still be okay but we want Main Street to do really well.’ How do you do that? You let our deficits crush the dollar.” He goes on to say that gold is going through a phase change — it will soon run the deficits and eventually maybe Bitcoin. Don’t miss this conversation about Trump’s strategy, the impact of tariffs, trade with China, reshoring and market volatility. Let us know what you think in the comments below.

Natalie Brunell ⚡️

122,729 次观看 • 1 年前

In my last podcast, I had mentioned a custom Google sheet that I maintain to get a sense of market breadth. Not sure why I didn't open it up earlier but here it is - I have enlisted stocks above 1000Cr market cap in the Tickers sheet. A script runs at different times in the day to pick up aggregates that are appended to the History sheet. Let me know if you find any errors in the formulae or have suggestions for new additions that might be insightful. Also curious to hear about how you use the data in this sheet for your own trades. I personally rely on the % of stocks above 40DMA number to figure out strength in the market. During periods where I am not actively going through charts, I check if this number is above or below 40 to get a general sense of whether this is a strong market or not. Happy trading! 😃

In my last podcast, I had mentioned a custom Google sheet that I maintain to get a sense of market breadth. Not sure why I didn't open it up earlier but here it is - I have enlisted stocks above 1000Cr market cap in the Tickers sheet. A script runs at different times in the day to pick up aggregates that are appended to the History sheet. Let me know if you find any errors in the formulae or have suggestions for new additions that might be insightful. Also curious to hear about how you use the data in this sheet for your own trades. I personally rely on the % of stocks above 40DMA number to figure out strength in the market. During periods where I am not actively going through charts, I check if this number is above or below 40 to get a general sense of whether this is a strong market or not. Happy trading! 😃

Ashwin Raghavan

156,812 次观看 • 7 个月前

THERE IT IS!!! I knew Trump was up to something! He just confirmed that every night, the US MIL are taking “millions of barrels of oil” out of Iran, and he only revealed this because Iran figured it out. Meaning, that the US MIL have been conducting covert operations during this ceasefire. That explains why Trump has seemingly been content with Iran stalling during negotiations. There was a purpose. We are taking the oil! I wouldn’t be surprised if we are also already in the process of extracting the uranium. I wouldn’t be surprised if we just wake up one day, and Trump announces we have it. So while it may seem like nothing is going on, and we are just in limbo, I can assure you, many things are in motion behind the scenes. Trump holds all the cards, and he is positioning himself to have massive momentum leading into the midterms. Gas will be down, stock market will be up, and MAGA will be surging.

THERE IT IS!!! I knew Trump was up to something! He just confirmed that every night, the US MIL are taking “millions of barrels of oil” out of Iran, and he only revealed this because Iran figured it out. Meaning, that the US MIL have been conducting covert operations during this ceasefire. That explains why Trump has seemingly been content with Iran stalling during negotiations. There was a purpose. We are taking the oil! I wouldn’t be surprised if we are also already in the process of extracting the uranium. I wouldn’t be surprised if we just wake up one day, and Trump announces we have it. So while it may seem like nothing is going on, and we are just in limbo, I can assure you, many things are in motion behind the scenes. Trump holds all the cards, and he is positioning himself to have massive momentum leading into the midterms. Gas will be down, stock market will be up, and MAGA will be surging.

Clandestine

1,983,967 次观看 • 2 个月前

"Another pandemic will come." Bill Gates hopes the "wild conspiracy theories" about him and his vaccines die down. "We did save millions of lives during the Covid pandemic because of vaccines." "[As] somebody with a logical view... it is confounding that you have those conspiracy theories. I hope that dies down." "Another pandemic will come... How smart are we going to be about having the CDC and WHO... ready to go?" "I'm not sure we're focused on preparation. Perhaps, in the years ahead, we'll get our act together."

"Another pandemic will come." Bill Gates hopes the "wild conspiracy theories" about him and his vaccines die down. "We did save millions of lives during the Covid pandemic because of vaccines." "[As] somebody with a logical view... it is confounding that you have those conspiracy theories. I hope that dies down." "Another pandemic will come... How smart are we going to be about having the CDC and WHO... ready to go?" "I'm not sure we're focused on preparation. Perhaps, in the years ahead, we'll get our act together."

illuminatibot

99,116 次观看 • 1 年前

Brad Gerstner breaks down SpaceX’s massive $1.4 trillion valuation: "I thought his guides were extraordinary... $100 billion in ARR by the end of the year, and he pulled forward the $1 trillion in ARR by a year, from 2031 to 2030." "The market has questions about a few things." "Are you going to use the compute to build your own frontier model or rent it out? And if you rent it out, are you going to be able to find those people who have the capital to offtake that compute?" "He's talking enormous numbers, 10 to 20 gigs, and people are wondering how he's going to finance that." "I think the frontier model is the sleeper. I think he said on the call that Grok tripled tokens in the month of July. That doesn't include Cursor. Cursor was already on the path to go from $3 billion to $10 billion by EOY. Cursor + Grok could be at $10 to $20 billion by EOY." "We haven't even talked about Starlink and what he's going to do with running the table on mobile." Elon Musk Brad Gerstner The All-In Podcast

Brad Gerstner breaks down SpaceX’s massive $1.4 trillion valuation: "I thought his guides were extraordinary... $100 billion in ARR by the end of the year, and he pulled forward the $1 trillion in ARR by a year, from 2031 to 2030." "The market has questions about a few things." "Are you going to use the compute to build your own frontier model or rent it out? And if you rent it out, are you going to be able to find those people who have the capital to offtake that compute?" "He's talking enormous numbers, 10 to 20 gigs, and people are wondering how he's going to finance that." "I think the frontier model is the sleeper. I think he said on the call that Grok tripled tokens in the month of July. That doesn't include Cursor. Cursor was already on the path to go from $3 billion to $10 billion by EOY. Cursor + Grok could be at $10 to $20 billion by EOY." "We haven't even talked about Starlink and what he's going to do with running the table on mobile." Elon Musk Brad Gerstner The All-In Podcast

KanekoaTheGreat

59,930 次观看 • 15 天前

During this tidbit on the power law from my chat with Mike Gelb on the Consumer VC podcast, I was thinking about a conversation with one of my partners when we exited Chewy in 2017. He noted that Chewy had returned more than every other investment in our history combined. And, I responded that if we do our job well, there would be another investment down the road that would return more than every other investment in our then history + Chewy combined. That's how the power law works. He looked at me like I was nuts - I stand by it.

During this tidbit on the power law from my chat with Mike Gelb on the Consumer VC podcast, I was thinking about a conversation with one of my partners when we exited Chewy in 2017. He noted that Chewy had returned more than every other investment in our history combined. And, I responded that if we do our job well, there would be another investment down the road that would return more than every other investment in our then history + Chewy combined. That's how the power law works. He looked at me like I was nuts - I stand by it.

Larry Cheng

33,181 次观看 • 1 年前

"Warren Buffett has this old metaphor: the yes basket, the no basket, and the too-hard basket. For me, software is generally in the too-hard basket." — Brad Gerstner Brad shows how the recent rerating of software stocks simply brought them down to the average market P/E ratio. "So when I hear everybody crying, 'Hey, these multiples aren't fair,' it looks to me like the multiples reset from an above-market multiple — where everybody thought the revenue and earnings were impenetrable — to now, they're saying, 'Maybe 3-5 years out, they'll be replaced. So we're going to raise the discount rate and lower the multiple.' They've only lowered it to the market multiple." "Let me just suggest there's a possibility [software] will trade well below the market multiple. I'm not wishing for that, I'm just saying there's a distribution of potential outcomes here." "If you get on the AI train, if you get in the token flow, you're gonna get an above-market multiple. If you don't, if you slow down and it looks like every time that computational intelligence improves, your business gets worse, then I promise you, [you] will trade below the market multiple."

"Warren Buffett has this old metaphor: the yes basket, the no basket, and the too-hard basket. For me, software is generally in the too-hard basket." — Brad Gerstner Brad shows how the recent rerating of software stocks simply brought them down to the average market P/E ratio. "So when I hear everybody crying, 'Hey, these multiples aren't fair,' it looks to me like the multiples reset from an above-market multiple — where everybody thought the revenue and earnings were impenetrable — to now, they're saying, 'Maybe 3-5 years out, they'll be replaced. So we're going to raise the discount rate and lower the multiple.' They've only lowered it to the market multiple." "Let me just suggest there's a possibility [software] will trade well below the market multiple. I'm not wishing for that, I'm just saying there's a distribution of potential outcomes here." "If you get on the AI train, if you get in the token flow, you're gonna get an above-market multiple. If you don't, if you slow down and it looks like every time that computational intelligence improves, your business gets worse, then I promise you, [you] will trade below the market multiple."

TBPN

77,089 次观看 • 2 个月前

Rahim Mohamed to PF Champagne "During your visit to China, have you at all discussed the issue of forced labor or more broadly, human rights related issues?" Champagne "We did speak about supply chain integrity." "That was a core message that I conveyed to our Chinese counterpart to say that obviously Canada puts a lot of importance on supply chain integrity and that our bilateral trade need to be conducted in accordance with international standards." "So this is a point that I made very clearly to different counterparts that we've met here in China during our visit." Notable is the brevity of his answer. Every other answer in the press conference was a rambling dissertation on something Get it over with as quickly as possible Rahim Mohamed François-Philippe Champagne (FPC) 🇨🇦

Rahim Mohamed to PF Champagne "During your visit to China, have you at all discussed the issue of forced labor or more broadly, human rights related issues?" Champagne "We did speak about supply chain integrity." "That was a core message that I conveyed to our Chinese counterpart to say that obviously Canada puts a lot of importance on supply chain integrity and that our bilateral trade need to be conducted in accordance with international standards." "So this is a point that I made very clearly to different counterparts that we've met here in China during our visit." Notable is the brevity of his answer. Every other answer in the press conference was a rambling dissertation on something Get it over with as quickly as possible Rahim Mohamed François-Philippe Champagne (FPC) 🇨🇦

cbcwatcher

22,645 次观看 • 4 个月前

jihoon talking about his heart to heart talk with junkyu yesterday 🤍 🐶 I talked with Junkyu in the car for an hour and a half, almost until we arrived, just the two of us 🐶 during that conversation, I learned more about Junkyu, and he learned more about me. 🐶 since we're the same age and met when we were young… I first saw Junkyu when I was about 16, and now we're both 27 🐶 we've been through a lot together over the past ten years, from our school days to now being teammates after our debut, experiencing the ups and downs of life together and seeing how we've dealt with those challenges 🐶 in the past, when we shared a room during tours, we talked a lot about various things. but yesterday, we realized that even though we thought we knew each other well, we've both changed a lot in our mid-20s. we talked a lot about those changes.

jihoon talking about his heart to heart talk with junkyu yesterday 🤍 🐶 I talked with Junkyu in the car for an hour and a half, almost until we arrived, just the two of us 🐶 during that conversation, I learned more about Junkyu, and he learned more about me. 🐶 since we're the same age and met when we were young… I first saw Junkyu when I was about 16, and now we're both 27 🐶 we've been through a lot together over the past ten years, from our school days to now being teammates after our debut, experiencing the ups and downs of life together and seeing how we've dealt with those challenges 🐶 in the past, when we shared a room during tours, we talked a lot about various things. but yesterday, we realized that even though we thought we knew each other well, we've both changed a lot in our mid-20s. we talked a lot about those changes.

shan

34,647 次观看 • 5 个月前

Have you ever fallen for this trap? During Thursday night’s Asia session, I shorted the rejection of CP, targeting the prior session’s swing low near 31,100, which also aligned with a large resting order on Bookmap. Unfortunately, I closed this trade with only $700 profit. Because I overlooked one major detail… Thursday’s high had not yet been swept. Instead of selling off, price reversed higher and took that liquidity during Friday’s pre-market. That move convinced me the market had turned bullish, so I abandoned my original bearish plan. Think about how absurd that is! I was bearish before the buy-side liquidity was taken, then became bullish after it was taken. The market actually tricked me, but this is what happens when I become complacent and don’t write down a solid plan before the session. Things start going well, I convince myself that I don’t need one and then I make the most absurd mistakes.

Have you ever fallen for this trap? During Thursday night’s Asia session, I shorted the rejection of CP, targeting the prior session’s swing low near 31,100, which also aligned with a large resting order on Bookmap. Unfortunately, I closed this trade with only $700 profit. Because I overlooked one major detail… Thursday’s high had not yet been swept. Instead of selling off, price reversed higher and took that liquidity during Friday’s pre-market. That move convinced me the market had turned bullish, so I abandoned my original bearish plan. Think about how absurd that is! I was bearish before the buy-side liquidity was taken, then became bullish after it was taken. The market actually tricked me, but this is what happens when I become complacent and don’t write down a solid plan before the session. Things start going well, I convince myself that I don’t need one and then I make the most absurd mistakes.

Stefany

20,234 次观看 • 8 天前

When I sat down with staff at Pittsburgh Action Against Rape earlier this year, they shared with me how hard it is to provide essential services to support victims of rape and sexual assault on a tight budget — services that have been there for Maria and so many others during some of their darkest hours. And it’s because of their extraordinary strength to speak up that we were able to DOUBLE state funding — a historic $12 million increase in our 2026-27 budget — for rape crisis centers across our Commonwealth.

When I sat down with staff at Pittsburgh Action Against Rape earlier this year, they shared with me how hard it is to provide essential services to support victims of rape and sexual assault on a tight budget — services that have been there for Maria and so many others during some of their darkest hours. And it’s because of their extraordinary strength to speak up that we were able to DOUBLE state funding — a historic $12 million increase in our 2026-27 budget — for rape crisis centers across our Commonwealth.

Governor Josh Shapiro

16,001 次观看 • 1 个月前

Qullamaggie on Relative Strength Difference in Bear Market vs. Correction “Mild pullbacks, mild corrections in an uptrend, say 5, 7, 8 percent. Usually the stocks with the most momentum that have been showing resilience are the ones that tend to do the best. But during deeper corrections and longer lasting corrections when you really have a lot of things that get beaten down. In those scenarios, it's the most beaten down names that usually do best in the first phase of the rally once you get a rally. Obviously it depends, just because the stock has been holding up doesn't mean it, has to go up when the market correction ends. It depends on the momentum. Like if you look at LI and XPEV, they're in big flags and every market dip, they just bounce back. So do your own thinking. During deep and long corrections, deep and or long corrections its the beaten down names that generally do best, at least the first part of the ensuing rally. But in the like 5-8% corrections in an uptrend, it's usually the ones that hold up the best. The last time we saw a good example of it was AMD and NVDA back in October, right? They showed resilience and then once the market pressure ended, just shot straight up. Two mega cap stocks. AMD went up 50% in a month and a half. NVDA I didn't trade, I passed on this one, but this one went up 60%.”

Qullamaggie on Relative Strength Difference in Bear Market vs. Correction “Mild pullbacks, mild corrections in an uptrend, say 5, 7, 8 percent. Usually the stocks with the most momentum that have been showing resilience are the ones that tend to do the best. But during deeper corrections and longer lasting corrections when you really have a lot of things that get beaten down. In those scenarios, it's the most beaten down names that usually do best in the first phase of the rally once you get a rally. Obviously it depends, just because the stock has been holding up doesn't mean it, has to go up when the market correction ends. It depends on the momentum. Like if you look at LI and XPEV, they're in big flags and every market dip, they just bounce back. So do your own thinking. During deep and long corrections, deep and or long corrections its the beaten down names that generally do best, at least the first part of the ensuing rally. But in the like 5-8% corrections in an uptrend, it's usually the ones that hold up the best. The last time we saw a good example of it was AMD and NVDA back in October, right? They showed resilience and then once the market pressure ended, just shot straight up. Two mega cap stocks. AMD went up 50% in a month and a half. NVDA I didn't trade, I passed on this one, but this one went up 60%.”

Lone

11,476 次观看 • 1 年前

"Did we really need another ETP? It's hard for us to continue to launch products if we just don't start with that OG product to get that Bitcoin exposure" Amy Oldenburg, Head of Digital Assets Strategy at Morgan Stanley, on the $400 million their Bitcoin ETP pulled in during a down market "We also launched that Bitcoin ETP, and it's been amazing to see just the asset gathering we've seen since April 9th when we launched that. So that's done 400 million" "We did want to make sure we're using our capabilities to offer a product that's well-priced for the marketplace"

"Did we really need another ETP? It's hard for us to continue to launch products if we just don't start with that OG product to get that Bitcoin exposure" Amy Oldenburg, Head of Digital Assets Strategy at Morgan Stanley, on the $400 million their Bitcoin ETP pulled in during a down market "We also launched that Bitcoin ETP, and it's been amazing to see just the asset gathering we've seen since April 9th when we launched that. So that's done 400 million" "We did want to make sure we're using our capabilities to offer a product that's well-priced for the marketplace"

The Wolf Of All Streets

31,497 次观看 • 1 个月前