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Joe Weisenthal Profile picture
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11 Feb, 4 tweets, 3 min read
NEW ODD LOTS

Perfect timing... @tracyalloway and I talked to @wintonARK, the Director of Research at ARK Invest to discuss the firm's internal process for identifying the next huge winners.
bloomberg.com/news/articles/… $ARKK
@tracyalloway @wintonARK In case there's any doubt about how much power Cathie Wood and ARK have right now.

Here's two headlines on the Bloomberg terminal from the last 24 hours

*CAREDX JUMPS 10% POSTMARKET AS ARK DISCLOSES STAKE IN 13G

*PING AN HEALTHCARE JUMPS AS MUCH AS 20% AFTER ARK DISCLOSURE
@tracyalloway @wintonARK Among the things we discussed in the episode. Why they're so bullish on $TSLA but also why they're skeptical of the boom in fuel cell stocks lately.
@tracyalloway @wintonARK Good thread here on the episode, and yes, apart from any sector views, this was actually the most interesting aspect of the discussion. Brett's criticism of traditional institutional research departments and the blindspots it creates

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More from @TheStalwart

Joe Weisenthal Profile picture
17 Feb
THEY KEEP UNDERESTIMATING THE US ECONOMY

In today's @markets newsletter, I wrote about how almost a year into this crisis, the strength of the US economy continues to be underestimated by economists and analysts

Sign up and get the letter in your inbox:
bloomberg.com/account/newsle… ImageImage
@markets Here's the larger version of the Citi Surprise Chart. You can see. There's just nothing comparable in the last decade to the duration and scale of the data beats. Image
@markets Here's Goldman, from this past weekend, on how earnings are above pre-pandemic levels, while just clobbering expectations, even at this stage of the game. Image
Read 4 tweets
Joe Weisenthal Profile picture
16 Feb
AN INFLATION ANALYSIS THAT EVERYONE CAN AGREE WITH REGARDLESS OF THEIR IDEOLOGY

In today's @markets newsletter I wrote about inflation, inspired by a comment from @naufalsanaullah on @jposhaughnessy's podcast

Sign up for the letter here --> bloomberg.com/account/newsle… ImageImage
@markets @naufalsanaullah @jposhaughnessy Anyway, here's the podcast with Naufal and Jim. Well worth listening to. podcasts.apple.com/us/podcast/nau…
And here's @IrvingSwisher and @tragicbios on how to think about inflation more broadly going forward. employamerica.medium.com/inflation-the-…
Read 4 tweets
Joe Weisenthal Profile picture
9 Feb
THIS IS THE MOST INTERESTING MOMENT FOR THE ECONOMY I'VE SEEN IN MY CAREER

In today's @markets newsletter, I wrote about how this is the first time in my career, it's seemed like there was potential for the economy to go in a new trajectory bloomberg.com/account/newsle…
@markets Between the actual economic conditions on the ground, the emerging political consensus, and the shift in the intellectual debate over the last decade, this is the first time it's felt like there's potential to break out of the long rut of slow growth, low rates etc.
@markets ICYMI
Read 8 tweets
Joe Weisenthal Profile picture
8 Feb
BREAKING: Bitcoin soaring more after $TSLA announces that it's bought $1.5 billion worth of Bitcoin and that it will likely, at some point, accept Bitcoin as payment for cars. bloomberg.com/news/articles/…
I almost put a line in here this morning about how the only people that really have garnered a ton of trust these days are Elon & Cathie & Chamath & Satoshi
Anyway. Good timing for today's episode
Read 4 tweets
Joe Weisenthal Profile picture
22 Jan
I disagree with the premise of this @Noahpinion piece.

He asks: when will US gov borrowing lead to a problem/hyperinflation. And then says nobody knows.

But IMO the very question itself wrong, and the reason is found right here in the piece itself... noahpinion.substack.com/p/no-one-knows…
@Noahpinion Hyperinflation results from some kind of regime change, societal disruption, war, government legitimacy collapse etc.

That could happen in the US at some point! Government stability isn't looking great these days. But it's a very separate thing than debt or deficit levels.
Of course it's going to be tough to model when people lose faith in the US government. But it doesn't imply, from that, that debt/deficit levels are going to be a useful guide to when that is.

And in the meantime, worrying about "the debt' is likely to lead to bad policy.
Read 8 tweets
Joe Weisenthal Profile picture
22 Jan
OMG $GME is up 35% now! bloomberg.com/news/articles/…
40%!!!!
MY GOD

*GAMESTOP EXTENDS GAINS, UP 50%, HIGHEST INTRADAY EVER
Read 8 tweets

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