Managed Fidelity Overseas Fund, #1 mutual fund in USA. Former Peter Lynch assistant. Barron’s Round Table. Founded two $1b+ hedge funds. “KNOW WHAT YOU OWN.”
Feb 18, 2023 • 9 tweets • 2 min read
Albert Saporta slides for twitter space today:
Dec 17, 2022 • 6 tweets • 2 min read
I present to you another hater. He is oddly fixated with me. I have not had an interaction with him in nine months. I am obviously living rent free in his head as he continues the ad hominem attacks. True class.
Dec 17, 2022 • 13 tweets • 3 min read
This guy epitomizes what is wrong with twitter. Look at his feed - nothing but an endless stream of ad hominem attacks. NEVER has ANYTHING positive to say about ANYBODY. What a miserable person. What do you think is his problem? Groveling for attention perhaps?
Doug Kass with a brilliant missive that truly captures the current state of play in markets @DougKass
Jul 14, 2022 • 7 tweets • 2 min read
Jul 14, 2022 • 5 tweets • 2 min read
Tune out Jerome Powell and tune into Bill Dudley:
Jul 12, 2022 • 6 tweets • 1 min read
To all of you who like charts, how do you think the stock below will perform?
Chart #1 (please predict performance to 12/31/22)
Jul 10, 2022 • 6 tweets • 2 min read
I emphatically believe that we have the best spaces on twitter. A primary reason is because we have the smartest audience. I learn so much from them. Read the DM below. WOW. JUST WOW.
Start at 1:20. What is your favorite part of this clip: That he ceased dealings with Celsius and instead was only working with big players like 3 Arrows? That he does not speculate on what other companies are doing?That he avoids mention of #tether?
June 13:
Jun 18, 2022 • 24 tweets • 6 min read
A thread on #btc. The point here is about the value of #btc. In order to keep the discussion on point, I will block all acolytes who respond by citing the PRICE of #btc or “number go up” #crypto
Jun 6, 2022 • 11 tweets • 4 min read
Tiger Global will completely implode IMHO. The inevitable shuttering of Tiger will be a net positive for the economy as it will be a major step in putting an end to the gross malinvestment that has been a hallmark of the everything bubble. wsj.com/articles/tiger…
Tiger is essentially $ARKK on steroids. Chase Coleman has managed to do even worse than @CathieDWood this year; his long only public equities fund is down 61.7%!!! We have a new champion here!
Jun 3, 2022 • 8 tweets • 6 min read
Reckless monetary policy has produced the everything bubble and lead to hyper financialization of the economy. Malinvestment is the result:
Investors will be shocked by the extent of the coming deluge in bankruptcies as the cost of capital normalizes for narrative driven, valuation free, hot air balloons. Tiger Global and many other funds will close. $ARKK, rather than #oil, is likely to hit @CathieDWood $12 target.