@mostlycharts

Analyzing macro narratives through charts

 TradingView
Joined October 2020
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  • Followers222
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You wouldn't call your vacuum cleaner "quality" if it didn't suck up dirt. So why would a stock be "quality" if it doesn't go the direction you want it to. "Quality" is a sales word (to sell something that is garbage) that means nothing to a real stock trader.
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Conor Sen
@conorsen25 Aug 2024
It’s not actually him, right? Comrade Kamala doesn’t sound like a nickname he’d use.
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Never change $SMR, never change....
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Nice call so far. Teemu is a must follow #uranium folks....
Rocky Hill Trader@rockyhilltrader2 Oct 2023
Downside exhaustion extension on $SMR LONG #nuclear #smr #uranium
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Maybe #uranium miners go higher, but its feels like there is selling pressure up here. $CCJ $UEC $UUUU $UMRN
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#Uranium Twitter, I’ve been away for a while. Any recent issues bringing new mines online?
Undervalued-Shares.com
@uv_shares28 Jul 2023
Replying to @uv_shares
1/ … when to sell physical uranium holdings: "I am going to sell when the supply and demand go one of two ways: i) the price goes up, then we will sell because I was proven right; ii) a bunch of new mines comes online, and it turns out I was wrong."
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"Gotta be greedy when others are fearful" situation update.... NGMI #uranium $GLO
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"Nuclear Power is absurdly expensive" "Wind Power is almost free" "Solar Power is almost free"
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This is what's not included enough in the conversation regarding an energy transition. I don't know if its ignorance or omission.
Amalie | Fruitful & multiplying 💙👨‍👩‍👦🏡@a_no_malie23 Nov 2022
Replying to @a_no_malie
"An energy system must produce a surplus large enough to sustain things like food production, hospitals, and universities to train the engineers to build the plant, transport, construct, and all the elements of the civilization in which it is embedded." large.stanford.edu/courses/2…
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$UROY likes to party. Can't hide that volume, large sector out performance right now. #uranium
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The reference to Powell hits on what I’ve been pondering through the FTX debacle. How long would this have persisted if the Fed didn’t raise rates?
Raging Capital Ventures
@RagingVentures9 Nov 2022
Crypto increasingly looks like just a series of interconnected and cornered markets (with lots of unregulated leverage) leading to fake / vanity prices. Like Bill Hwang but on a much greater scale. If Powell holds the line, much of this should unwind.
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Nobody Special
@JG_Nuke11 Nov 2022
I could talk about the FTX collapse for hours on end. But there's no time! Here's the whole awful glorious mess crammed into 99 seconds. #FTX #FTXCRASH #MelonHead
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This title not aging well today…
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Bitcoin and Ethereum reminding us yet again, periods of volatility compression leads to volatility expansion.
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On the bright side for $META investors, it's only those who invested after 2016 who lost money... 😬
Perfect analogy
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A thread worth your attention.
Gavin Baker
@GavinSBaker24 Oct 2022
1) A thread of hypotheses, loosely held. This recession will be nothing like 2002, when EPS for the companies in the S&P 500 tech GIC declined 80%. Tech EPS likely even more stable this time than in 08/09 when EPS declined only -3%ish. Function of shift to recurring revs.
Mostlycharts retweeted
Le Shrub🌳
@agnostoxxx16 Oct 2022
Another crazy idea by a shrub🌳: “Those who preach, shall be required to lead by example” Eg Davos leaders & ESG billionaires are banned from yachts & private jets & forced to eat lentils & crickets Eg Anti-fossil fuel activists are banned from using ANYTHING derived from oil
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It would take hours find all that @jam_croissant covers here in 30 minutes on the trends and cycles playing out in the world right now. Great listen. youtu.be/okAegswrauw

The Fed Will Stick To Its Waste-Laying

The Producer Price Index for September came in hotter than expected...

youtube.com
If you seen the Credit Suisse fear porn all weekend, this is the best antidote to it from @PatrickEBoyle $CS youtu.be/fFE5QbJl_EA

Is Credit Suisse the new Lehman Brothers?

Concerns about the financial health of Credit Suisse over the weeke...

youtube.com
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