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.
223
460
79
5,179
284,903
Alastair retweeted
It didn't *NASDAQ 100 EXTENDS DECLINE TO 3%, S&P 500 DOWN 1.3%
This... won't last
25
46
4
472
95,707
A new reality is beginning to set in
5
791
Alastair retweeted
This... won't last
28
37
7
692
370,570
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.
432
7,750
124
30,852
186,132
We will enter an age of abundance If we can stop the communists for the next 5 years
730
1,500
140
19,087
860,483
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."
133
1,460
90
9,417
308,672
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.
3
1,034
Capitalism vs. Socialism
1,067
6,237
507
43,700
2,542,084
$CRWV CDS 5YR vs. Token Costs (inverted)
1
775
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.
38
77
12
485
181,103
wunderbar
Western civilization is worth defending.
2
946
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
504
1,390
293
12,110
1,067,881
Alastair retweeted
S&P vs rate volatility: biggest divergence on record Recall half of all semiconductor growth is now debt funded.
36
73
14
484
102,863