Curious dyslexic. FinTech Founder, Hike, Bike, BJJ, Dogs, EV, Solar 🥋🐕🚶‍♂️🗻⛺🚲🛶 | ⚛️ 🏡🔆=🔌⚡🚘 | 🗽 RULE #5: HTFU *Posts are not trading advice*

Naperville IL
Joined November 2007
Bull markets are born on pessimism, grown on skepticism, mature on optimism and die on euphoria. The time of maximum pessimism is the best time to buy, and the time of maximum optimism is the best time to sell.
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I used AI to do my taxes this year and I’m getting a $100,000 refund. I simply said, “Do my taxes and make sure I get a $100,000 refund. Make no mistakes.” Simply incredible. AI is the future.
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Eric Hale  retweeted
I don't care who you are, this is funny
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Q3 2026 Financial and Operational Results xitter.cf/i/broadcasts/1PKqrNbLZ…
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Big Tech is about to spend $1.58 TRILLION on SI in 2027. Morgan Stanley $MS just traced every dollar to the companies getting paid. The map is wild. Here's what's in it 🧵
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Why this matters beyond tech: MS estimates SI capex drives ~25% of S&P 500 sales growth next year, lifting it from 6.6% to 8.6%. SI enablers and adopters account for 78% of earnings growth. One theme is carrying the whole index. $SPX
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The risk: the SI spending is increasingly financed by borrowing, and the cash gap at hyperscalers and neoclouds is expected to widen in 2027. Strong balance sheets can handle it. Weaker ones are more exposed. Source: Morgan Stanley Research (Lentini et al.), Oct 15, 2026. Not investment advice.
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Eric Hale  retweeted
A year ago, I met @IrynaDiscipio, who runs @RevivedUkraine, which provides medical treatment for brave Ukrainians wounded in service. The US is easing up on Russia, but each of us can still help. rsukraine.org/about-us
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Eric Hale  retweeted
decent little $3.7m overnight pop for this guy Options Action: Trader makes big bet against rally cnb.cx/4yaxjUf
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Eric Hale  retweeted
Same/Similarly measured data but shown as actual net positions
Institutional investors are DUMPING S&P 500 futures: Hedge funds, asset managers, and other investors have sold S&P 500 futures in 5 of the last 6 weeks, cutting their positioning by -$68.1 billion over that period. This marks one of the most aggressive selling episodes on record, with only the 2020 and 2022 bear market liquidations exceeding the current decline. The selling comes as conviction and sentiment have deteriorated rapidly among investors, even while the S&P 500 remains near record highs. Uncertainty around monetary policy has also increased, helping drive the sharp reduction in directional exposure. The market is near its highs, but investor conviction is collapsing.
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Everyone’s Spending, Nobody’s Happy. The Chicago Fed Tried to Explain Why. @kylascan @Austan_Goolsbee @ChicagoFed optionsanimal.substack.com/p…
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Want to see a sexy curve? Check out yeildcurve3d.com
The chart of the 30 Year UST yield over the past 25 years is must viewing.
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I've created a new Grok Bot Tutorial template for anyone new to Grok @Bot. This hands-on course includes 20 lessons. It walks you through every feature step by step, with real exercises and tips so you get the most out of Grok Bot. Download: x.ai/bot/VBmzZaD3abMPl53kwWu… The 20 lessons: 1) Talking to your assistant 2) Files, images, and voice 3) Research & writing 4) Connecting your apps 5) Calendar and scheduling 6) My own computer & browser 7) Working on your own computer 8) Routines 9) Staying in control 10) Privacy and security 11) Memory and preferences 12) Skills 13) Showing it how to do something 14) A team of assistants 15) Sharing and templates 16) Customizing, and fixing things 17) Using it for your job or business 18) Travel and everyday errands 19) Money and finances 20) Buying things for you
🤝 Paid partnership
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🚨🚨CORPORATE 'PRICE OVER VOLUME' STRATEGIES ARE BACK LIKE THEY NEVER LEFT 🚨🚨 'Welcome Home PoV'--@SamuelRines aka 'Holistic Margin Management' bullish for stocks suboptimal for inflation
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