Alastair (@StockBoardAsset) header
Alastair (@StockBoardAsset) profile picture
United States
Joined February 2013
Photo by Alastair (@StockBoardAsset)Photo by Alastair (@StockBoardAsset)Photo by Alastair (@StockBoardAsset)Photo by Alastair (@StockBoardAsset)Photo by Alastair (@StockBoardAsset)Photo by Alastair (@StockBoardAsset)Photo by Alastair (@StockBoardAsset)Photo by Alastair (@StockBoardAsset)Photo by Alastair (@StockBoardAsset)Photo by Alastair (@StockBoardAsset)
Alastair retweeted
I can’t shake the feeling that selling your high-beta tech stocks already down 40-70%, to buy low/no growth consumer names at 30-100x earnings…might not be so smart, either.
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Alastair retweeted
It didn't *NASDAQ 100 EXTENDS DECLINE TO 3%, S&P 500 DOWN 1.3%
This... won't last
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A new reality is beginning to set in
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Alastair retweeted
This... won't last
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You’re not watching “student protests”. This is a communist revolution. These are not liberals who want free healthcare. They want to destroy western civilization.
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We will enter an age of abundance If we can stop the communists for the next 5 years
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Ken Griffin on France and socialism… "Paris should be a real wake up call to every single American. Government spending is 60% of their GDP. It’s the socialist dream the left talks about. That dream comes down to how much you can take from others. It doesn’t belong in America."
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UBS: This week’s action looks like a positioning reset rather than broad equity liquidation, action very similar to the Situational Awareness driven unwind a couple months ago.
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Capitalism vs. Socialism
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$CRWV CDS 5YR vs. Token Costs (inverted)
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Alastair retweeted
And scene: CRWV CDS closes +135bps, panic selling and "just get the me the fukk out of this" capitulation Next, CRWV next points up as capital markets access freezes and the Alix Partners of the world start making phone calls.
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wunderbar
Western civilization is worth defending.
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The year is 2026. San Francisco tells the Vatican it has the power of God to put a soul in a computer program. The last Crusade begins.
🤖 Made with AI
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Alastair retweeted
S&P vs rate volatility: biggest divergence on record Recall half of all semiconductor growth is now debt funded.
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