Mr Market Miscalculates 🇪🇺🇺🇦🏴‍☠️
@mrmarketmis.bsky.social
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Collector of shares | Value investor at hearth | Purveyor of fine things "It ain't what you don't know that gets you into trouble. It's what you know for sure that just ain't so” https://mrmarketmiscalculates.substack.com/
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The top 5 finance books I read this year (full pdf with ore details at the link below)
(1/6)
Book club 2024 bis.pdf
drive.google.com
I had no idea what that means and Google AI didn't help at all 😅
Reposted by Mr Market Miscalculates 🇪🇺🇺🇦🏴‍☠️
Feels like, between ..

1. “No Kings” rally

2. Benioff apologizing

3. Young Republicans getting suspended

4. Universities rejecting White House “contracts”

.. authoritarianism got something of a margin call this week.
Yeah, we've never seen a company's management being too optimistic about future prospects (or - worse - talking their own book...)
Yeah, good luck: Crazy Cathie already said it's a "win-win-win-win" situation...
Yes, because Tesla Insurance - despite very high premiums - has been such a blatant success

So $LMND will do it for (almost) free...
Same people who said robotaxis would generate $36bn in FCF by 2023
Markets are stretched and everyone is gambling, but if we are in extreme fear, what was 2008?!?
Well, for Apollo everything is Asset-Backed Finance, including receivables
Let me guess: discussions with the Chinese counterpart are not go well as they told you 'to suck it up'?
BESSENT: WORLD BANK MUST END SUPPORT FOR CHINA
Quick, this needs a pump press release, another SPV deal with OpenAI maybe?
What was wrong with Francis? Did he prefer the previous two popes?
Deutsche Bank just said the same thing about paying subscribers in Europe
"European spending on ChatGPT has stalled since May, suggesting the poster child for the AI boom may be struggling to recruit new subscribers to pay for it"

Only porn can save the bottom line
Is Bloomberg pricing $BTC in million (rather than thousand) of dollars? Who's the product manager, Cathie Wood?
When: "Our CEO needs a new retention and bonus plan to work harder to manage uncertainty under Trump"???
"European spending on ChatGPT has stalled since May, suggesting the poster child for the AI boom may be struggling to recruit new subscribers to pay for it"

Only porn can save the bottom line