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The only part about September payrolls that mattered (see: Bitcoin) was the second negative month this cycle so far. No one cares about Sept # because everyone (outside financial media) has figured out the BLS's BS pattern: report an overstated estimate then revise it down later. The first negative... show more

Jeffrey P. Snider

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15,640 views • 8 months ago •via X (Twitter)

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CNBC: "Very disappointing. It was a weak number. This is private sector jobs for September. The total comes in negative 32,000. And that was a surprise because economists were looking for an increase of 51,000. Also, the revision was not good. August was revised down sharply, the month now showing negative 3,000 compared to the initial read of positive 54,000 ... the labor market is softening."

CNBC: "Very disappointing. It was a weak number. This is private sector jobs for September. The total comes in negative 32,000. And that was a surprise because economists were looking for an increase of 51,000. Also, the revision was not good. August was revised down sharply, the month now showing negative 3,000 compared to the initial read of positive 54,000 ... the labor market is softening."

Aaron Rupar

1,466,702 views • 10 months ago

🪽: I've been thinking if I'm going to perfom it must have a little upbeat. 🗣️: Is it finished yet, or are you still in the process with the 4 remaining songs? 🪽: Right now, I'm about to record the third one. 🗣️: About to record the 3rd one so that means it’s not being recorded in Thailand? 🪽: It's in Thailand 🗣️: Oh in Thailand? I thought it was a hint 🪽: But the hint is that the second song should be around the end of the month, beginning of the month, end of the month (I see what you did there Beck). 🗣️: Oh, so that means this song and the second one are only about a month apart. 🪽: Yes, because I want to give people a little time to digest Skin first, then unto the next song. #SkinRebeccaArmstrong

🪽: I've been thinking if I'm going to perfom it must have a little upbeat. 🗣️: Is it finished yet, or are you still in the process with the 4 remaining songs? 🪽: Right now, I'm about to record the third one. 🗣️: About to record the 3rd one so that means it’s not being recorded in Thailand? 🪽: It's in Thailand 🗣️: Oh in Thailand? I thought it was a hint 🪽: But the hint is that the second song should be around the end of the month, beginning of the month, end of the month (I see what you did there Beck). 🗣️: Oh, so that means this song and the second one are only about a month apart. 🪽: Yes, because I want to give people a little time to digest Skin first, then unto the next song. #SkinRebeccaArmstrong

Cham_Cham

20,118 views • 2 months ago

The Get Out Reframe Free yourself from endless negative thoughts by saying, "Get out" Try it just once and see how it works Scott Adams "There's a part of you that lives only in your head, where you think about the past, which literally doesn't exist. It's imaginary. It existed at one point, but now it's just the thoughts of the past. You also have thoughts of what will happen in the future. And that doesn't exist. So the life you live in your head is a completely imaginary one."

The Get Out Reframe Free yourself from endless negative thoughts by saying, "Get out" Try it just once and see how it works Scott Adams "There's a part of you that lives only in your head, where you think about the past, which literally doesn't exist. It's imaginary. It existed at one point, but now it's just the thoughts of the past. You also have thoughts of what will happen in the future. And that doesn't exist. So the life you live in your head is a completely imaginary one."

jay plemons

197,859 views • 10 months ago

"There was so much negative. I was on a losing streak, everything was going bad... Instead of being negative or mad or bitter about things that have happened in my life, it was just like, this is your chance now, this is your purpose, go out there and spread your light to the world. I'm not worried about the outcome anymore, man. It's incredible. I go out there and I just fight because I love it." Dominick Reyes on how he has turned everything around.

"There was so much negative. I was on a losing streak, everything was going bad... Instead of being negative or mad or bitter about things that have happened in my life, it was just like, this is your chance now, this is your purpose, go out there and spread your light to the world. I'm not worried about the outcome anymore, man. It's incredible. I go out there and I just fight because I love it." Dominick Reyes on how he has turned everything around.

Ariel Helwani

35,857 views • 1 year ago

#XiaZhiguang talking about the time when #TheSpirealm was airing Q. Is there any trending topic that left an impression on you? ☀️: Xia Zhiguang acting. In an interview 6–7 years ago, I said that I hoped acting-related topics would trend. Last year, the deama had just started airing but was taken down after only two hours. Since people had only seen part of the footage, the feedback was not good. It was the trending I had always dreamed of seeing on the trending list, but because it was for negative reasons, it was a very difficult time for me. ☀️: But about a month later, as more and more people started watching the drama, and when Xia Zhiguang’s acting trended again, it was met with positive reviews. At that moment, I felt a great sense of achievement. Although I had felt very wronged in the beginning, later on, I experienced a kind of happy and joyful feeling. #RuanLanzhu is a role where his acting truly shone—something no one else would dare to take on. We're so proud of him! 🫶✨️

#XiaZhiguang talking about the time when #TheSpirealm was airing Q. Is there any trending topic that left an impression on you? ☀️: Xia Zhiguang acting. In an interview 6–7 years ago, I said that I hoped acting-related topics would trend. Last year, the deama had just started airing but was taken down after only two hours. Since people had only seen part of the footage, the feedback was not good. It was the trending I had always dreamed of seeing on the trending list, but because it was for negative reasons, it was a very difficult time for me. ☀️: But about a month later, as more and more people started watching the drama, and when Xia Zhiguang’s acting trended again, it was met with positive reviews. At that moment, I felt a great sense of achievement. Although I had felt very wronged in the beginning, later on, I experienced a kind of happy and joyful feeling. #RuanLanzhu is a role where his acting truly shone—something no one else would dare to take on. We're so proud of him! 🫶✨️

XiaZhiguang Official Fanclub☀️

16,360 views • 1 year ago

Bitcoin just touched the 50 month moving average for the 4th time ever. 2015 bottom zone. 2018 the bottom. 2022 the bottom. 2026 right now. The 20 week moving average sits at $71,000. Every prior bear market bottom was confirmed the same way: reclaim the 20 week, test the 50 week, bottom was in. If Bitcoin makes that move sooner rather than later, the "Q4 bottom" thesis doesn't have months left to be proven right. It has weeks. I respect the 4 year cycle analysis and consider the possibilities. But PMI just flipped to expansion, copper/gold is breaking out, and every prior time that combination showed up, a crypto bull market followed. Both theories about to be tested at the same time. We're about to find out which cycle Bitcoin actually answers to.

Bitcoin just touched the 50 month moving average for the 4th time ever. 2015 bottom zone. 2018 the bottom. 2022 the bottom. 2026 right now. The 20 week moving average sits at $71,000. Every prior bear market bottom was confirmed the same way: reclaim the 20 week, test the 50 week, bottom was in. If Bitcoin makes that move sooner rather than later, the "Q4 bottom" thesis doesn't have months left to be proven right. It has weeks. I respect the 4 year cycle analysis and consider the possibilities. But PMI just flipped to expansion, copper/gold is breaking out, and every prior time that combination showed up, a crypto bull market followed. Both theories about to be tested at the same time. We're about to find out which cycle Bitcoin actually answers to.

Dan Gambardello

23,799 views • 2 months ago

Henry on how nearly all market returns come from 1% of companies: "There's 4,000 public stocks. How many of them truly are great? Over a rolling 10 year period, you have about 40 stocks that compound wealth at 20% a year or go up ~6x. So about 1%. I read the shareholder letters and tried to understand what drove the success of the New Horizon Fund. It was really only 20 stocks over 50 years that drove the performance. Walmart first came public as a super small company. And this is definitely one of the 20 stocks that mattered. But, unfortunately, it was sold. I was managing about $8 billion, and had the stake in Walmart not been sold, it would have been greater than the sum total of everything that I was managing. I love small cap companies because I love the people side of the job, but I also love them because 80% of these great companies actually start as small caps."

Henry on how nearly all market returns come from 1% of companies: "There's 4,000 public stocks. How many of them truly are great? Over a rolling 10 year period, you have about 40 stocks that compound wealth at 20% a year or go up ~6x. So about 1%. I read the shareholder letters and tried to understand what drove the success of the New Horizon Fund. It was really only 20 stocks over 50 years that drove the performance. Walmart first came public as a super small company. And this is definitely one of the 20 stocks that mattered. But, unfortunately, it was sold. I was managing about $8 billion, and had the stake in Walmart not been sold, it would have been greater than the sum total of everything that I was managing. I love small cap companies because I love the people side of the job, but I also love them because 80% of these great companies actually start as small caps."

Patrick OShaughnessy

197,621 views • 8 months ago

The 'UFC is cooked' comments are getting out of hand. Sure, May wasn't the strongest month. Saturday was a wacky and weird event. But the biggest fight of the month, JDM x Belal, overdelivered. And look at June. It's going to be fantastic. July, as well. May wasn't great, but this is not an indication that the sport is washed or that the UFC is going down the tubes. It was just a bad month on paper that, for the most part, led to a pretty bad month as far as results are concerned. We move on and it will be a distant memory.

The 'UFC is cooked' comments are getting out of hand. Sure, May wasn't the strongest month. Saturday was a wacky and weird event. But the biggest fight of the month, JDM x Belal, overdelivered. And look at June. It's going to be fantastic. July, as well. May wasn't great, but this is not an indication that the sport is washed or that the UFC is going down the tubes. It was just a bad month on paper that, for the most part, led to a pretty bad month as far as results are concerned. We move on and it will be a distant memory.

Ariel Helwani

311,882 views • 1 year ago

This is not surprising at all but it's still pretty amazing to see. September, 2024. Ken Dilanian criticizes Republicans for questioning the crime data put out by Biden's FBI. "The FBI doesn't make these numbers up...The Republicans and others are pushing the narrative that this data is wrong." The data was wrong. Biden's FBI ended up revising the numbers right before the election to show that violent crime had gone up, not down (after the MSM spent months telling everyone how much it had fallen). Fast forward to 2026 and Dilanian is on TV claiming that the crime data put out by the FBI is bogus and shouldn't be trusted. BTW that fake journalist blocked me the last time I did one of these videos on his "reporting." 😆

This is not surprising at all but it's still pretty amazing to see. September, 2024. Ken Dilanian criticizes Republicans for questioning the crime data put out by Biden's FBI. "The FBI doesn't make these numbers up...The Republicans and others are pushing the narrative that this data is wrong." The data was wrong. Biden's FBI ended up revising the numbers right before the election to show that violent crime had gone up, not down (after the MSM spent months telling everyone how much it had fallen). Fast forward to 2026 and Dilanian is on TV claiming that the crime data put out by the FBI is bogus and shouldn't be trusted. BTW that fake journalist blocked me the last time I did one of these videos on his "reporting." 😆

MAZE

190,700 views • 2 months ago

💥BANG! Surgeon who worked at the hospital that supposedly got the first Covid patient in the U.S.— "IT WAS ALL A PROPAGANDA OP" "Everything in the news was wrong. IT WAS ALL A LIE" The "lab leak" isn't the real Covid story. The real Covid story is THERE WAS NO PANDEMIC. This lightly edited clip of Dr. James Miller (james miller), a trauma surgeon who worked at the WA hospital that—supposedly—got the first "covid" case in the U.S., is taken from a conversation with Alix Mayer (Alix Mayer) posted to YouTube on July 8, 2026. ---------------Pulled quotes from the clip---------------- "First of all, everything in the news was wrong. It was all a lie" "So our hospital had the first diagnosed Covid case in America. It was a guy who came back from China. Allegedly. It was all a propaganda op" "the first diagnosed Covid case, who came from Wuhan, China... showed up—allegedly—[at] our hospital doors. But here's the part that's weird. So the reason the hospital has such a cumbersome name of Providence Regional Medical Center, Everett, is because it's actually two campuses. And the second campus is just a birthing center and a rehab unit. So allegedly, they housed that guy there" "at least at that campus. Now, the CMO told me, Oh, that's where we have our special negative-pressure rooms. Which was a bald-faced lie, because every ICU bed was a negative-pressure room. And so that's just silly" "Additionally, as a trauma surgeon, because you deal with all the bad cases, particularly in the middle of the night. Everyone tells you everything. I spoke to zero nurses, zero infectious disease doctors that ever took care of that patient" "So maybe allegedly, one of the infectious disease doctors, who I never met or never talked to about it, kept his mouth shut, treated this guy, but I never heard about it. So none of the pulmonologists, the lung specialist, knew about him. No one talked. So the whole thing was silly" "why would you admit a guy to a hospital campus that has no ICU when you're worried about a deadly pandemic? It's just illogical. So just from that, it was ridiculous" "I'll just absolutely hold out. There's a theoretical chance this actually happened. It just never happened with any other infectious disease. Every tuberculosis patient came to the ICU because there were negative pressure rooms. Every other infectious disease we're worried about came to the ICU so that. It's just not logical... [and] I just knew everybody, and no one met the guy"

💥BANG! Surgeon who worked at the hospital that supposedly got the first Covid patient in the U.S.— "IT WAS ALL A PROPAGANDA OP" "Everything in the news was wrong. IT WAS ALL A LIE" The "lab leak" isn't the real Covid story. The real Covid story is THERE WAS NO PANDEMIC. This lightly edited clip of Dr. James Miller (james miller), a trauma surgeon who worked at the WA hospital that—supposedly—got the first "covid" case in the U.S., is taken from a conversation with Alix Mayer (Alix Mayer) posted to YouTube on July 8, 2026. ---------------Pulled quotes from the clip---------------- "First of all, everything in the news was wrong. It was all a lie" "So our hospital had the first diagnosed Covid case in America. It was a guy who came back from China. Allegedly. It was all a propaganda op" "the first diagnosed Covid case, who came from Wuhan, China... showed up—allegedly—[at] our hospital doors. But here's the part that's weird. So the reason the hospital has such a cumbersome name of Providence Regional Medical Center, Everett, is because it's actually two campuses. And the second campus is just a birthing center and a rehab unit. So allegedly, they housed that guy there" "at least at that campus. Now, the CMO told me, Oh, that's where we have our special negative-pressure rooms. Which was a bald-faced lie, because every ICU bed was a negative-pressure room. And so that's just silly" "Additionally, as a trauma surgeon, because you deal with all the bad cases, particularly in the middle of the night. Everyone tells you everything. I spoke to zero nurses, zero infectious disease doctors that ever took care of that patient" "So maybe allegedly, one of the infectious disease doctors, who I never met or never talked to about it, kept his mouth shut, treated this guy, but I never heard about it. So none of the pulmonologists, the lung specialist, knew about him. No one talked. So the whole thing was silly" "why would you admit a guy to a hospital campus that has no ICU when you're worried about a deadly pandemic? It's just illogical. So just from that, it was ridiculous" "I'll just absolutely hold out. There's a theoretical chance this actually happened. It just never happened with any other infectious disease. Every tuberculosis patient came to the ICU because there were negative pressure rooms. Every other infectious disease we're worried about came to the ICU so that. It's just not logical... [and] I just knew everybody, and no one met the guy"

Sense Receptor

46,960 views • 1 month ago

This black man was eating at a restaurant that he frequents regularly in Houston when these racist white men kept staring at him.Then he hears the one say he’s Chimping out so he confronts them about it and he starts trying to apologize because he was being recorded. Then they get upset that the black guy has words about the racist actions and now he is in the wrong

This black man was eating at a restaurant that he frequents regularly in Houston when these racist white men kept staring at him.Then he hears the one say he’s Chimping out so he confronts them about it and he starts trying to apologize because he was being recorded. Then they get upset that the black guy has words about the racist actions and now he is in the wrong

ҒβΔ GΩDDΣSS✨ΔΠDRΣΔ

32,948 views • 2 months ago

Everyone thinks the oil story is simple: not enough supply, that's why prices are high. But look at the futures curve right now. It's flattening into contango, and not down the road, right at the front. August. September. That is the market pricing in too much oil, today, not in some far off normalization. Here is the part that should stop you. If supply hasn't fully come back, and the curve is still saying there's a glut, the math only works one way. Demand is falling faster than supply is recovering. This was never a supply story. It's a demand story wearing a supply costume.

Everyone thinks the oil story is simple: not enough supply, that's why prices are high. But look at the futures curve right now. It's flattening into contango, and not down the road, right at the front. August. September. That is the market pricing in too much oil, today, not in some far off normalization. Here is the part that should stop you. If supply hasn't fully come back, and the curve is still saying there's a glut, the math only works one way. Demand is falling faster than supply is recovering. This was never a supply story. It's a demand story wearing a supply costume.

Jeffrey P. Snider

24,348 views • 1 month ago

The IEA just put real numbers behind the fear. Its June report, the first one to look ahead to 2027, was not really about supply. It was about demand. The agency slashed its 2026 demand growth forecast by about 700,000 barrels a day, down to roughly 1.1 million. That is not a rounding error. That is the IEA saying demand is far weaker than anyone hoped, weak enough to change the entire balance of the oil market. Then it gets worse. The first look at 2027 warns of a major supply overhang. Supply normalizing and demand eroding at the same time. A real glut of barrels next year, even bigger than the one that pushed the curve into contango last December. So strip it down. Supply coming back is the good part. Demand being this damaged is the part people keep missing. Because there are two ways oil falls. It falls because supply returns, and that is the good story. Or it falls because supply returns into a world where demand is already broken. Those are not the same thing. And the second one is not inflation. That is the whole point. When oil and the inflation markets are both plunging this fast, they are not pricing higher prices ahead. They are pricing demand coming apart.

The IEA just put real numbers behind the fear. Its June report, the first one to look ahead to 2027, was not really about supply. It was about demand. The agency slashed its 2026 demand growth forecast by about 700,000 barrels a day, down to roughly 1.1 million. That is not a rounding error. That is the IEA saying demand is far weaker than anyone hoped, weak enough to change the entire balance of the oil market. Then it gets worse. The first look at 2027 warns of a major supply overhang. Supply normalizing and demand eroding at the same time. A real glut of barrels next year, even bigger than the one that pushed the curve into contango last December. So strip it down. Supply coming back is the good part. Demand being this damaged is the part people keep missing. Because there are two ways oil falls. It falls because supply returns, and that is the good story. Or it falls because supply returns into a world where demand is already broken. Those are not the same thing. And the second one is not inflation. That is the whole point. When oil and the inflation markets are both plunging this fast, they are not pricing higher prices ahead. They are pricing demand coming apart.

Jeffrey P. Snider

16,266 views • 1 month ago

"Elon owns 𝕏 now. There's a massive difference in the mix of ideas that can get out there." "You're allowed to be optimistic about things. Where before, everything had to be negative." travis kalanick on why now is the right time for Atoms to come out of stealth: "The world is different." "This sounds crazy, but in 2017, the media world was actually more negative than it is today, partly because of shows like this. It's like - let's bring some optimism to the party. Can we get excited about what the future looks like and what's being built?" "That's the difference between today and then. When 95% of all press is negative, you're like - 'Why engage?'"

"Elon owns 𝕏 now. There's a massive difference in the mix of ideas that can get out there." "You're allowed to be optimistic about things. Where before, everything had to be negative." travis kalanick on why now is the right time for Atoms to come out of stealth: "The world is different." "This sounds crazy, but in 2017, the media world was actually more negative than it is today, partly because of shows like this. It's like - let's bring some optimism to the party. Can we get excited about what the future looks like and what's being built?" "That's the difference between today and then. When 95% of all press is negative, you're like - 'Why engage?'"

TBPN

44,132 views • 5 months ago

Jensen Huang founded Nvidia on the wrong graphics technology, and when no one knew the right way, he bought three textbooks from Fry's for a couple hundred dollars to rebuild the algorithm. Nvidia is worth more than $4 trillion today. This is him at Y Combinator on the day he realized Nvidia was building the wrong thing: Nvidia had chosen the wrong graphics approach, finished dead last, and run out of money. Then came the worse discovery. "Not only did we choose the wrong technology, we didn't know how to do it the right way." He said it to the whole company out loud, because the alternative was pretending it wasn't true. "We won't have a company if we don't confront the fact that this doesn't work and start working towards the right algorithm." There was no research budget and no expert to call, so he went and found the answer himself. "I had a couple hundred dollars in my pocket. And so I went down to Fry's and I bought three textbooks. And the textbooks were about OpenGL and how to design OpenGL pipelines. I brought it back to the company and gave it to the engineers." The engineers rebuilt the whole thing from those pages, and it became the foundation for everything Nvidia made after. "Everybody would have thought that Nvidia started out as world leaders in 3D graphics. And we learned it from a textbook." Decades later, he still tells it as a punchline against himself. "We actually started the company, raised money, and bought textbooks, when you think about it." Bookmark & watch ↓

Jensen Huang founded Nvidia on the wrong graphics technology, and when no one knew the right way, he bought three textbooks from Fry's for a couple hundred dollars to rebuild the algorithm. Nvidia is worth more than $4 trillion today. This is him at Y Combinator on the day he realized Nvidia was building the wrong thing: Nvidia had chosen the wrong graphics approach, finished dead last, and run out of money. Then came the worse discovery. "Not only did we choose the wrong technology, we didn't know how to do it the right way." He said it to the whole company out loud, because the alternative was pretending it wasn't true. "We won't have a company if we don't confront the fact that this doesn't work and start working towards the right algorithm." There was no research budget and no expert to call, so he went and found the answer himself. "I had a couple hundred dollars in my pocket. And so I went down to Fry's and I bought three textbooks. And the textbooks were about OpenGL and how to design OpenGL pipelines. I brought it back to the company and gave it to the engineers." The engineers rebuilt the whole thing from those pages, and it became the foundation for everything Nvidia made after. "Everybody would have thought that Nvidia started out as world leaders in 3D graphics. And we learned it from a textbook." Decades later, he still tells it as a punchline against himself. "We actually started the company, raised money, and bought textbooks, when you think about it." Bookmark & watch ↓

Fireside Tapes

1,900,855 views • 16 days ago

🐧 ah! a lot of things have been coming out lately, right? 🐿️🐧 the concept photos came out yesterday, right? 🧸 that’s right 🐿️ hunger~ 🧸 this was personally my favorite concept photo 🦊 it was the same for me 🐧 it was my favorite too…although only 2 concepts are out so far 🦊 i can’t remember the other two too well 🐧 but this was my favorite out of all 4 of them 🧸 all the members looked really good 🐧 the outfits were unique and according to me…it was the least conceptual 🐰 something that everyone can universally enjoy 🐧 yes, something that everyone can enjoy 🐿️ moas were very curious about that…like “was this the challenging concept that the members were talking about? or not?” 🐧 no! shockingly, these were the least experimental ones 🧸 that’s right 🐧 aren’t you curious about what the other two will be like? 🐿️ the next one is coming out tonight, right? 🦊 yessir~ 🐰 it’s coming out at midnight again? 🦊🧸 please look forward to it a lot! 🐰 it’s coming out three days straight in a row, huh? 🐧 that’s good! 🐿️ i don’t know how they’ll be received 🧸 it feels like it’s actually starting now note: they later realized that nothing’s coming out tonight and the reason their calendar said it was today is because yesterday’s concept photos came out at 12 so technically it came out today

🐧 ah! a lot of things have been coming out lately, right? 🐿️🐧 the concept photos came out yesterday, right? 🧸 that’s right 🐿️ hunger~ 🧸 this was personally my favorite concept photo 🦊 it was the same for me 🐧 it was my favorite too…although only 2 concepts are out so far 🦊 i can’t remember the other two too well 🐧 but this was my favorite out of all 4 of them 🧸 all the members looked really good 🐧 the outfits were unique and according to me…it was the least conceptual 🐰 something that everyone can universally enjoy 🐧 yes, something that everyone can enjoy 🐿️ moas were very curious about that…like “was this the challenging concept that the members were talking about? or not?” 🐧 no! shockingly, these were the least experimental ones 🧸 that’s right 🐧 aren’t you curious about what the other two will be like? 🐿️ the next one is coming out tonight, right? 🦊 yessir~ 🐰 it’s coming out at midnight again? 🦊🧸 please look forward to it a lot! 🐰 it’s coming out three days straight in a row, huh? 🐧 that’s good! 🐿️ i don’t know how they’ll be received 🧸 it feels like it’s actually starting now note: they later realized that nothing’s coming out tonight and the reason their calendar said it was today is because yesterday’s concept photos came out at 12 so technically it came out today

💬

47,173 views • 4 months ago

🚨 NVIDIA WILL REPEAT CISCO 2000 CRASH IN 2026!! Cisco was the face of the dot-com era - everyone knew the internet would change everything, so everyone bought Cisco They were right about the internet. But stocks still dropped 86% from its peak Nvidia is the face of the AI era - same narrative, same euphoria, same crowded trade Being right about the technology doesn't protect you from being wrong about the price The chart on the right is following the same path as the chart on the left Remember, I was the only one publicly calling the exact bottom at $16,000 three years ago and the top at $126,000 in October. If you missed those calls, don’t worry. I’ll call the next one too. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

🚨 NVIDIA WILL REPEAT CISCO 2000 CRASH IN 2026!! Cisco was the face of the dot-com era - everyone knew the internet would change everything, so everyone bought Cisco They were right about the internet. But stocks still dropped 86% from its peak Nvidia is the face of the AI era - same narrative, same euphoria, same crowded trade Being right about the technology doesn't protect you from being wrong about the price The chart on the right is following the same path as the chart on the left Remember, I was the only one publicly calling the exact bottom at $16,000 three years ago and the top at $126,000 in October. If you missed those calls, don’t worry. I’ll call the next one too. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

DANNY

62,133 views • 2 months ago

US job growth was just revised down by 818K (!) from April 2023 to March 2024. New jobs added were 30% less than initially reported. This is the largest downward revision since 2009! All-In saw this coming. David Sacks on August 2nd (E190): "The economic data that comes out keeps getting reforecast down." "So they put out a provisional number or an estimate, and then when they finalize the number three months or six months later, it always seems to go in one direction." "We've seen this over and over again with new jobs being reforecast down. And we saw this with the Q1 GDP." Chamath Palihapitiya on August 9th (E191): "We're in a low-key recession." "So I think that we're going to probably go through a couple of very difficult revisions of old data." "The thing to remember about nonfarm payrolls isn't as much what the number is, but if you actually look to the number of times it then gets revised, the reality is that these things get revised constantly." "And right now we're in this trend where we are overestimating and revising down."

US job growth was just revised down by 818K (!) from April 2023 to March 2024. New jobs added were 30% less than initially reported. This is the largest downward revision since 2009! All-In saw this coming. David Sacks on August 2nd (E190): "The economic data that comes out keeps getting reforecast down." "So they put out a provisional number or an estimate, and then when they finalize the number three months or six months later, it always seems to go in one direction." "We've seen this over and over again with new jobs being reforecast down. And we saw this with the Q1 GDP." Chamath Palihapitiya on August 9th (E191): "We're in a low-key recession." "So I think that we're going to probably go through a couple of very difficult revisions of old data." "The thing to remember about nonfarm payrolls isn't as much what the number is, but if you actually look to the number of times it then gets revised, the reality is that these things get revised constantly." "And right now we're in this trend where we are overestimating and revising down."

The All-In Podcast

666,449 views • 2 years ago

I warned you about this dump. Bitcoin is now following the path to the market cycle bottom: June → Flat July → Relief bounce August → Dump to $50K September → Fake bounce October → Dump to $40K November → Market cycle bottom All according to plan. Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000. The next call will be even more important. I’ll post it here publicly like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

I warned you about this dump. Bitcoin is now following the path to the market cycle bottom: June → Flat July → Relief bounce August → Dump to $50K September → Fake bounce October → Dump to $40K November → Market cycle bottom All according to plan. Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000. The next call will be even more important. I’ll post it here publicly like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

Alex Mason 👁△

168,111 views • 2 months ago

OP BIRDCOUNT This video we shot this morning shows almost the entire seized area at Universal Ostrich Farms. CFIA are not transparent, they do not communicate with the family and do not communicate with the public or media. There is concern about how the animals are being treated as well as an even more serious concern that appears to be far less ostriches then there should be. Evidence collected by Mike Rude was delivered to the RCMP this morning and they confirmed that an investigation has been started. The family is requesting help counting these birds and if you notice anything else that stands out in these videos please comment.

OP BIRDCOUNT This video we shot this morning shows almost the entire seized area at Universal Ostrich Farms. CFIA are not transparent, they do not communicate with the family and do not communicate with the public or media. There is concern about how the animals are being treated as well as an even more serious concern that appears to be far less ostriches then there should be. Evidence collected by Mike Rude was delivered to the RCMP this morning and they confirmed that an investigation has been started. The family is requesting help counting these birds and if you notice anything else that stands out in these videos please comment.

Dacey Media

33,342 views • 10 months ago