keeping you from becoming tech-bro exit liquidity insufferable contrarian, pedant at large excommunicated from the captured sell-side 5-factor co-conspirator

USA
Joined September 2014
avery💞🔢 retweeted
AI bubble across the entire infrastructure stack
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8th of March celebration = Happy International Women’s Day! 💐💐💐 👉 A special and rare Maverick-esque chart: Women in the S&P 500 Leadership trending up with 8.2% of the S&P 500 companies having female CEOs. Also women now hold 33% of board seats, compared to 25% five years ago — a tipping point that may lead to more female CEOs appointments in the future 👉 Warren Buffett, recall the mighty legend's on women’s careers, contribution & role in the workforce: “Start with the fact that our country’s progress since 1776 has been mind-blowing, like nothing the world has ever seen. Our secret sauce has been a political and economic system that unleashes human potential to an extraordinary degree. As a result Americans today enjoy an abundance of goods and services that no one could have dreamed of just a few centuries ago. But that’s not the half of it – or, rather, it’s just about the half of it. USA has forged this success while utilizing, in large part, only half of the country’s talent. For most of our history, women – whatever their abilities – have been relegated to the sidelines. Only in recent years have we begun to correct that problem. When I look at what we have accomplished using half our talent for a couple of centuries, and now I think of doubling the talent that is effectively employed or at least has the chance to be it makes me very optimistic about this country”. N.B. with Warren Buffett passing the torch to Greg Abel after a mighty 6 decade tenure, I am working now on a Maverick Special 2nd report dedicated to Buffett and Berkshire. ✍️ Warren Buffett's Cash Pile, Legacy & More ... Stash Away Baby! The Berkshire Hathaway Report #2 Free to subscribe = free to get! With respect, Mav Maverick chart & wish with a Buffett note for the select group of women in finance (please tag others in case I missed some, thx!) 👇👇👇 @DiMartinoBooth @averygrrl @AnnaEconomist @AyeshaTariq @callieabost @GunjanJS @sonalibasak @_kitrees @alexandraandnyc @SamanthaLaDuc @nancy__davis @JoTrader4 @CompoundinGirl @mommavestor @JessicaMenton @juliaccarreon @netcapgirl @PerceptivTrader @RhondaHMaylett @Optiongirl @wealthconcepts2 @jablamsky @rlygoodbizideas @VickiBryanBondA @tapusieta @katieeperry @ruth_sheridan_ @madaboutmarkets @MHalftermeyer @EllieFVogel
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Never ever have I thought I will make this crazy chart: $1,000,000,000,000 Elon Musk's compensation package, BUT related targets so that it can happen! 👉 $8.5 trillion market capitalisation = not a low bar ;)) (highest ever by a big margin) — from $1.4 now! 👉 20 million cars delivered 👉 1 million Robo-Taxis working 👉 1 million humanoid robots deployed Let these ones sink in also: 👉 Musk will get $1tn for lifting the market cap by $7.1tn = 14%/year performance fee = way lower than many investment funds, and no base fee = that is actually quite cheap! Super Solid Skin In The Game (SS-SITG): reputational, legacy, financial & inspirational for so many! Why are some criticising the pay package? It is their own shareholders who said YES for the pay = they can do whatever they want with with their own company & money! FYI maybe you like it also: @elonmusk @BobgonzaleBob @CliffordAsness @agnostoxxx @darioperkins @Citrini7 @howardlindzon @MebFaber @InvestmentTalkk @TorrasLuis @JarmoFriman @prospero_ai @victaurs @litcapital @TSOH_Investing @qcapital2020 @arny_trezzi @Globalflows @evfcfaddict @MrFamilyOffice @HayekAndKeynes @compound248 @lord_fed @Biohazard3737 @TexasOncologist @alifarhat79 @SamanthaLaDuc @IrnestKaplan @JSeyff @Geiger_Capital @conksresearch @andrewrsorkin @EricBalchunas @BurggrabenH @MichaelAArouet @rohanpaul_ai @realroseceline @i_Drohi @averygrrl @GreekAnalyst @mommavestor @unusual_whales P.S. I did tens of thousandths of charts so far: stocks, bonds, macro, commodities, asset management, investor relations, investment banking, strategy, lending, leasing, risk management, management accounting, Bonus-KPIs ... charts for bank CEOs that were meeting to discuss with Christine Lagarde ... you name it ... but this one is truly quite special :)) Let that sink in ... & ... bring the sink if you wish 😉!
Elon Musk dances with robots as Tesla shareholders approve $1 trillion pay packet = largest in corporate history = no salary, all performance-based stock grants. Bonkers milestones to get that pay: 👉 $8.5 trillion market capitalisation (from $1.4 now) 👉 20 million cars delivered 👉 1 million Robo-Taxis 👉 1 million humanoid robots If achieved, Elon's stake would go from 15% → 25%! Why are socialists and many others complaining about the pay package? It is their own shareholders who said YES for the pay, they can do whatever they want with with their own money. $TSLA
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5) France VS Greece aka 'Long FETA Short BaguETTA' 😉 via 4 Maverick Charts in one single panel! Greece with a phenomenal rebound since 2022: 👉 Stocks: Greece outperforming France big time: 147% spread! 👉 Real GDP: Greece outperforming France big time: expanded by 8.8% vs. 3.7% 👉 Total Non-Financial Debt (%GDP): in Greece is now 72% lower than France, sleek! 👉 Bond yields (borrowing costs): Greece not just converged, but the 10-year Greek bond yield traded tighter & tighter & is now LOWER than the French: 3.39% vs 3.42% - recall the Eurozone Sovereign Debt crisis aka ‘PIIGS’ times - impressive turnaround! @Citrini7 @agnostoxxx @NicoGladia @George_Aliferis @MacroCharts @donnelly_brent @philoinvestor @InvestmentTalkk @Edelweiss_Cap @crofin67 @LONGCONVEXITY @arny_trezzi @jeuasommenulle @MichaelGoodwell @evfcfaddict @OKavrak @Globalflows @GRDecter @SamanthaLaDuc @PiQSuite @kylascan @AyeshaTariq @MichaelAArouet @HayekAndKeynes @dissectmarkets @phlndrws @averygrrl @JarmoFriman @QuiteMidlife @SwissieChad @KillinGswitCH98 @winorgohome1234 @dalibali2
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Reminder that I made a million in a few weeks and stopped journaling just because. All that bs these traders be talking about is pure fabrication. I do this in real life
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avery💞🔢 retweeted
What a drug addict tweets when he realizes his most profitable factory is being killed by a Chinese handset maker that casually started making EVs 12 months ago. $TSLA
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At this point I’m reading this Druckenmiller quote to myself every single day Sometimes twice a day
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avery💞🔢 retweeted
Good heavens, he really did sell all the way out, didn’t he?
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Building mini apps for fun from Perplexity iOS app is now possible. These apps will get a lot better and higher fidelity over time.
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Replying to @perplexity_ai
@perplexity_ai is revolutionizing the world of finance. I prompted a dashboard comparing the 5-year performance of a traditional stock portfolio vs an AI-powered portfolio that adapts to realtime market sentiment and macro trends and Perplexity nailed it with stunning accuracy:
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Reporter asked Trump what he thinks about traders saying "Trump Always Chickens Out" Wouldn't be surprised to see a new, insane, tariff announcement by the end of the week
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Housing is broken
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avery💞🔢 retweeted
FUN FACT 🚨: CBOE Volatility Index $VIX just experienced its fastest reversal from over 40 to under 20 in history
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avery💞🔢 retweeted
Has the market bottomed out?
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So the new tariff on China is 30% (10% + 20% "for fentanyl") vs. my guess of 25%. The market seems to love it (at least momentarily) but that's still highly stagflationary.
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I didn't sign up to live in the fucking Soviet Union
Trump: "I don't think a beautiful baby girl that's 11 years old needs to have 30 dolls. I think they can have three dolls or four dolls ... they don't need to have 250 pencils. They can have five."
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People talk about the longest recession in recent German history. Folks, it’s much worse than that, ballooning government employment masks the self-inflicted implosion of German industry. What an innovative and sustainable economic model for the famous new safe heaven.
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Right-wing influencers who went all in on tariffs ushering in a renaissance in American manufacturing
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Presented without comment
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