@bagholdercapital.bsky.social
Fox News viewers are so stupid that don't realize what's being said to them.
December 5, 2025 at 7:46 PM
Fox News viewers are so stupid that don't realize what's being said to them.
The Data centers coming online next are mindboggling big and then they will keep building more of them.
December 4, 2025 at 7:10 PM
The Data centers coming online next are mindboggling big and then they will keep building more of them.
Going to need another tech CEO to go on Rogan to convince the sheep this isn't true.
December 4, 2025 at 4:08 PM
Going to need another tech CEO to go on Rogan to convince the sheep this isn't true.
Meta, nvda, pltr, tsla too deep down the rabbit hole to pivot... Amzn, msft, google could do it.
December 4, 2025 at 3:46 PM
Meta, nvda, pltr, tsla too deep down the rabbit hole to pivot... Amzn, msft, google could do it.
I see you have been in my whatsapp:
December 4, 2025 at 3:23 PM
I see you have been in my whatsapp:
They are all cowards
December 3, 2025 at 11:17 PM
They are all cowards
"Everything is too expensive...politicians can't survive home price declines." Maybe just maybe the voters are the problem
December 3, 2025 at 7:27 PM
"Everything is too expensive...politicians can't survive home price declines." Maybe just maybe the voters are the problem
How much is your substack?!?!?
December 3, 2025 at 3:49 PM
How much is your substack?!?!?
11 months is a long time. Admin isn't going to rollover, they'll try to buy the votes by printing.
December 3, 2025 at 3:26 PM
11 months is a long time. Admin isn't going to rollover, they'll try to buy the votes by printing.
The bond market is not the hedge with this administration and a trifecta
December 3, 2025 at 1:33 PM
The bond market is not the hedge with this administration and a trifecta
Love something as much as Republicans love going to war over oil.
December 2, 2025 at 6:58 PM
Love something as much as Republicans love going to war over oil.
Picks the one European country that would be negatively affected by oil being liberated from Venezuela
December 2, 2025 at 2:52 AM
Picks the one European country that would be negatively affected by oil being liberated from Venezuela
Jobless claims on the floor. No reason to shift on rate policy. Taking cues from the stock market is and has always been silly
November 26, 2025 at 7:36 PM
Jobless claims on the floor. No reason to shift on rate policy. Taking cues from the stock market is and has always been silly
The sellers are lower...
November 25, 2025 at 8:30 PM
The sellers are lower...
Rate cuts and stimmies in Q1 to ramp the economy into midterms. It won't help with housing or the long end, but it might help the asset economy.
November 25, 2025 at 4:13 PM
Rate cuts and stimmies in Q1 to ramp the economy into midterms. It won't help with housing or the long end, but it might help the asset economy.
Related...you don't see sell side notes like this often:
November 25, 2025 at 2:25 PM
Related...you don't see sell side notes like this often:
The funny thing here is that this would be devastating for US oil companies.
November 24, 2025 at 10:43 PM
The funny thing here is that this would be devastating for US oil companies.
The key is not having twitter being your sole source of information gathering for your takes.
November 24, 2025 at 5:49 PM
The key is not having twitter being your sole source of information gathering for your takes.
Trump had no chance against Mamdami's superpower, his charm
November 21, 2025 at 9:26 PM
Trump had no chance against Mamdami's superpower, his charm
Someone put the Curb Your Enthusiasm on this one
November 21, 2025 at 9:02 PM
Someone put the Curb Your Enthusiasm on this one
"I'm not a communist, you're a communist!"
November 21, 2025 at 8:49 PM
"I'm not a communist, you're a communist!"
If google runs away with it, they will exert their power over the rest of the nasdaq and that is not bullish for stocks.
November 21, 2025 at 3:33 PM
If google runs away with it, they will exert their power over the rest of the nasdaq and that is not bullish for stocks.
The wildcats always got to zero, not matter how big the boom is
November 20, 2025 at 9:18 PM
The wildcats always got to zero, not matter how big the boom is