drbuttfuccrmd
commented on
Columns Weekend Read | What Really Matters: Howard Marks Has Been Telling You the Answer for Thirty Years
You check your portfolio before breakfast. You have refreshed the Fed statement three times today. You have a Bloomberg terminal tab open and a Twitter feed full of macro takes from people who have been wrong for years. You are doing everything an investor is supposed to do.
And according to Howard Marks, almost none of it matters.
That is the uncomfortable argument in Marks's November 2022 memo, sim...
And according to Howard Marks, almost none of it matters.
That is the uncomfortable argument in Marks's November 2022 memo, sim...
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drbuttfuccrmd
commented on
$Palantir (PLTR.US)$ shares tumbled 7.3%, signaling mounting investor worries over heightened competition from AI that have fueled increasing demand for put options used by many as insurance against a sustained slump.
Open interest, or the tally of outstanding put options stood at 1.76 million contracts, bigger than the 1.69 million outstanding call options, according to exchange data tracked by moomoo. The term...
Open interest, or the tally of outstanding put options stood at 1.76 million contracts, bigger than the 1.69 million outstanding call options, according to exchange data tracked by moomoo. The term...



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drbuttfuccrmd
commented on
Following a weekend where geopolitical headlines swung wildly from a potential "winding down" on Friday afternoon to threats, strict deadlines, and tit-for-tat talk of "obliteration," it is perhaps no surprise that oil prices are opening higher this week, dragging equity futures down with them.
We are currently witnessing a brutal, broad-based sell-off across equities, bonds, and gold. The $S&P 500 Index (.SPX.US)$ has broke...
We are currently witnessing a brutal, broad-based sell-off across equities, bonds, and gold. The $S&P 500 Index (.SPX.US)$ has broke...
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drbuttfuccrmd
commented on
$Palantir (PLTR.US)$ this should be rallying going into its earnings on February 2nd..
that's been the past several quarters pattern
the problem institutional money flow has been net negative
this is a daily money flow for institutions whether it's buy or sell pretty obvious green means they're accumulating red means they're selling and this trackss every institutional transaction.
you want to see this histogram rotate from red to Green that means they're accumulating and if you look the size...
that's been the past several quarters pattern
the problem institutional money flow has been net negative
this is a daily money flow for institutions whether it's buy or sell pretty obvious green means they're accumulating red means they're selling and this trackss every institutional transaction.
you want to see this histogram rotate from red to Green that means they're accumulating and if you look the size...
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drbuttfuccrmd
commented on
At 9:00 AM ET, the Fed injected $6.39B of liquidity, continuing a ~$55B liquidity support program. This isn’t talk — it’s cash hitting the system.
Why it matters:
– Liquidity drives markets — lower funding stress fuels risk-taking.
– Rates pressure eases — valuation multiples breathe again.
– Equities benefit first — indexes, growth, and high-beta names usually lead.
Don’t fight liquidity. When the tide rises, assets reprice faster than...
Why it matters:
– Liquidity drives markets — lower funding stress fuels risk-taking.
– Rates pressure eases — valuation multiples breathe again.
– Equities benefit first — indexes, growth, and high-beta names usually lead.
Don’t fight liquidity. When the tide rises, assets reprice faster than...
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built ford tough with chevy stuff




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drbuttfuccrmd : needs more emdashes