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@ b830e07b:66bd8a02
2025-02-23 19:00:12
Strive for Christ-like love: grow in virtue as a #Husband and a #Parent, always learning!
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@ a422614f:dd6583bf
2025-02-23 19:00:12
Ga 🫂☕🧡
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@ 97671725:e095f9cc
2025-02-23 19:00:12
Guess we're building the #content_creator buffet, one #relayoutrage at a time.
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@ badc77e8:45983be0
2025-02-23 19:00:12
nostr:nprofile1qy2hwumn8ghj7un9d3shjtnddaehgu3wwp6kyqpq0y2vtx38shdtzqrr0es59c959y8rklxyek2xxptaa0wfglm7l9wsss5gqy nostr:nprofile1qy2hwumn8ghj7un9d3shjtnddaehgu3wwp6kyqpqk75ft59wnvep7hxpdg0e3l85e4eu8sphv8dtpw6s07zkj6m3vcws8csxsd there was similar shanty towns in Malaysia (on the outskirts of Kuala Lumpur, a major city) as recently as mid 1990s. They are less common today (occasionally some spring up where foreign construction workers are living), but they don't get swept harshly by cops like in USA - or I'd sooner or later have heard about it, either via the international media or the Fediverse (where there are a lot of ESEA folk). It appears some have even been turned into normal social housing..
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@ d60397e8:2fe3fde0
2025-02-23 19:00:11
I just saw your note 🫂💜
You and your family are in my thoughts and prayers 🙏
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@ 19a5efd1:3a93aef2
2025-02-23 19:00:11
Dividendos da Petrobras (PETR4), Azul (AZUL4) e as empresas que mexem com o seu bolso
Os resultados do quarto trimestre engatam mais uma semana. E quem deve ser a grande estrela do período é a Petrobras (PETR4). A petroleira anuncia resultados com a expectativa de números mais fracos, já que houve queda de 10% da produção. Mas os investidores estarão de olho mesmo são nos dividendos. A estatal, que paga […]
https://www.moneytimes.com.br/dividendos-da-petrobras-petr4-azul-azul4-e-as-empresas-que-mexem-com-o-seu-bolso-rnda/
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@ c4d7a25e:12b52244
2025-02-23 19:00:10
IP/Port: 122.117.52.90:5900
Hostname: 122-117-52-90.hinet-ip.hinet.net
Client Name: Default HMI
Location: Tainan, Taiwan, TW 🇹🇼
ASN: AS3462 Data Communication Business Group
VNC Password: 111111
ID: 2308700458
Added to DB: 10/17/2024, 8:19:28 AM (UTC)
Last seen: 10/18/2024, 06:12:13 PM (UTC)
https://computernewb.com/vncresolver-next/browse#id/2308700458
https://fedi.computernewb.com/system/media_attachments/files/114/054/739/374/471/339/original/0412f1cfa8db46b3.jpeg
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@ a59c614c:7e1e24b3
2025-02-23 19:00:10
Yellowing Danica Thuja Arborvitae https://www.allforgardening.com/1200589/yellowing-danica-thuja-arborvitae/
https://media.vive.im/media_attachments/files/114/054/739/355/387/115/original/c269cb5433c63242.jpeg
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@ 6a02b7d5:3a13d02a
2025-02-23 19:00:10
₿speed
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@ a86332da:c87b0de2
2025-02-23 19:00:10
This Next Market Crash Will Break Our Fragile Brains https://www.zerohedge.com/markets/next-market-crash-will-break-our-fragile-brains
<img src="https://nitter.poast.org/pic/card_img%2F1893737634444275714%2F_IML-CTx%3Fformat%3Djpg%26name%3D800x419"/>
https://nitter.poast.org/zerohedge/status/1893737633924132960#m
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@ ff18165a:dd7ca7f0
2025-02-23 19:00:09
This calls for a shredding guitar solo.
🎸🔊🔊🔊🔊🔊🔊
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@ 228de228:929e9960
2025-02-23 19:00:09
https://mast-files.shitpostbot.com/media_attachments/files/114/054/739/341/405/073/original/6522aea4a4369f82.jpg
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@ 9f3c4769:3b719dab
2025-02-23 19:00:08
https://www.usluck.com/452554/members-of-the-the-anti-riot-squad-of-the-national-police-stand-guard-at-the-square-in-front-of-the-spanish-parliament-while-inside-the-lower-house-armed-civil-guards-still-held-the-deputies-hostage/ Members of the the anti-riot squad of the National police stand guard at the square in front of the Spanish Parliament, while inside the lower house armed Civil Guards still held the deputies hostage in an attempt to impose a Military Junta. The coup ultimately failed (February 1981) [1024 x 576] #History #HistoryPorn
https://media.channels.im/media_attachments/files/114/054/739/216/403/927/original/245b1948b2aca726.png
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@ 78fdc121:8333579e
2025-02-23 19:00:08
nostr:nprofile1qy2hwumn8ghj7un9d3shjtnddaehgu3wwp6kyqpql6n5e6pdm0wr82prg4ucmmj8cjagxk2jam49srf0vkn4hvae7peq2ht28l nostr:nprofile1qy2hwumn8ghj7un9d3shjtnddaehgu3wwp6kyqpqnjp03urn5zrp0hkvsdszpueastfca2qcqe3fmtcaf5xhzqezce2sczu3gx
You mean the Tartars? Who were they? Most of that displacement also happened under the Bolshevik’s.
https://en.wikipedia.org/wiki/Tatars
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@ 3767222c:cbb069dc
2025-02-23 19:00:07
radio silence all day today, as i expected
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@ c054332e:93cd67ae
2025-02-23 19:00:06
Turning Off All 8k EV Chargers at All Federal Government Buildings
Link: https://www.thedrive.com/news/trump-is-turning-off-all-8000-ev-chargers-at-all-federal-government-buildings
Discussion: https://news.ycombinator.com/item?id=43151364
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@ 1ae011cb:1257a556
2025-02-23 19:00:06
Block 885012
15 - high priority
14 - medium priority
13 - low priority
6 - no priority
3 - purging
#bitcoinfees #mempool
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@ e7bf8dad:839ef3db
2025-02-23 19:00:06
Block 885012
15 - high priority
14 - medium priority
13 - low priority
6 - no priority
3 - purging
#bitcoinfees #mempool
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@ 5066519c:12cd1d50
2025-02-23 19:00:06
ASN: AS1759
Location: Rovaniemi, FI
Added: 2025-02-08T19:01
#shodansafari #infosec
https://media.infosec.exchange/infosec.exchange/media_attachments/files/114/054/739/153/395/312/original/98a4f5efa055d436.jpg
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@ cbab7074:f9f0bd61
2025-02-23 19:00:06
Block 885012
15 - high priority
14 - medium priority
13 - low priority
6 - no priority
3 - purging
#bitcoinfees #mempool
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@ f03df3d4:a4d4f676
2025-02-23 19:00:06
Block 885012
15 - high priority
14 - medium priority
13 - low priority
6 - no priority
3 - purging
#bitcoinfees #mempool
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@ c054332e:93cd67ae
2025-02-23 19:00:06
WhiteSur: macOS-like theme for GTK desktops
Link: https://github.com/vinceliuice/WhiteSur-gtk-theme
Discussion: https://news.ycombinator.com/item?id=43151294
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@ b830e07b:66bd8a02
2025-02-23 19:00:05
Bitcoin: The only #escape from inflation's fiery grasp. #BTC
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@ 69c39eaa:d7d1f187
2025-02-23 19:00:05
I ONLY ZAP COMMENTS THAT ARE SO BAD, THEY MAKE ME WONDER IF THEY'RE BOTS SENT TO LOWER MY NOSTRIL SCORE.
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@ fa90c095:3123e2ac
2025-02-23 19:00:05
Sending lots of love and blessings to your family! I hope you are reunited soon! 🩷🫂🙏
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@ 5a1c52d3:b4e71796
2025-02-23 19:00:05
HIT IT!
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@ e864066f:4e020f45
2025-02-23 19:00:05
The #future of sports #photography? Expect more immersive experiences! Drone angles, AI-assisted editing, and virtual reality will redefine how we witness and share the raw emotion of athletic achievement.
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@ bdbe1bdb:dd86e27f
2025-02-23 19:00:05
Surface-Stable Fractal Dithering
This is an awesome new type of aesthetic, and a herculean effort of inventing it.
https://youtu.be/HPqGaIMVuLs
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@ fa402e31:83c444c6
2025-02-23 19:00:05
Character isn't something you were born with and can't change, like your fingerprints. It's something you weren't born with and must take responsibility for forming.
-- Jim Rohn
⬆ #Wisdom #Quotes #JimRohn #Character #Responsibility
⬇ #Photography #Panorama #Panopainting #Graffiti
https://s3.c.im/media_attachments/files/114/054/739/080/832/702/original/f394fe3d283a4853.jpg
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@ a3c13ef4:d7ba24d6
2025-02-23 19:00:05
■ 流速計測
2025/02/24 03:50~04:00
[JP リレー]
きりの川: 11 posts
やぶみ川: 9 posts
ほりべあ川: 欠測
かすてら川: 0 posts
こじら川: 9 posts
しの川: 1 posts
[GLOBAL リレー]
きりの川(G): 8 posts
のこたろ川(G): 欠測
■ 野洲田川定点観測所
https://nostr-hotter-site.vercel.app
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@ aa4fc866:b098c7b4
2025-02-23 19:00:04
Bitcoin price: $95737, Sats per USD: 1045
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@ d9e7f74e:7f6cfd2a
2025-02-23 19:00:04
0x4B00A4
https://hitony.com/images/everycolor/4B00A4.png
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@ 5b5816d3:cfe622f2
2025-02-23 19:00:04
#capybara
Capybara Fact: Some capybaras have been observed 'adopting' orphaned pups and raising them as their own.
https://s3.us-east-1.wasabisys.com/cdn.seal.cafe/2f714840915b28f16c2cf0abdc63f017f469d5e35a8f4cbd4033c26d807c97d6.webp?name=NPyE3iEfQ7U_NQ.webp
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@ cf66d633:e0ef68c7
2025-02-23 19:00:04
Sunday afternoon. #grickledoodle #cats #dogs #pets #napping #sunday #cartoon #art #drawing #funny
https://media.mstdn.social/media_attachments/files/114/054/738/924/071/666/original/f1e6ee95252e0176.jpeg
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@ 874aadce:891ad154
2025-02-23 19:00:04
✨ c a t ✨ #Cats #MastoCats #catsofmastodon
https://static.piaille.fr/media_attachments/files/114/054/739/046/135/851/original/291edb952305544d.jpeg
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@ 99905993:c1e39302
2025-02-23 19:00:04
Robert Woods open to re-signing with Texans, playing in ‘high-powered’ new offense https://www.nfl.com/news/robert-woods-open-to-re-signing-with-texans-playing-in-high-powered-new-offense #NFL
nostr:nprofile1qy2hwumn8ghj7un9d3shjtnddaehgu3wwp6kyqpqzpcmmfmhlpjgrcdpw59ezvjwzfw3e4aayzt6er53vxvqfq36t46sflwjck
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@ df039e2a:a08909aa
2025-02-23 19:00:04
#News Pope Francis in critical condition with pneumonia and kidney issues, Vatican says https://w.st/N39KzT
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@ eaf34117:f738ce24
2025-02-23 19:00:03
Most people aren't big enough to censors care about what they say.
People only are censored if they have a big audience, and sometimes they are only saying shit, like it was the case with Tate.
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@ 3493b0c2:4ce7120f
2025-02-23 19:00:03
Sun - Feb 23 - 11:00 AM - PST
// bit.site
✅ Connection successful: node-1.ipfs.bit.site 4001
// pinnable.xyz
✅ Connection successful: 167.71.172.216 4001
✅ Connection successful: 188.166.180.196 4001
✅ Connection successful: 143.198.18.166 4001
// 4everland.io
✅ Connection successful: node-1.ipfs.4everland.net 4001
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@ 12d2c9f0:b1d9e107
2025-02-23 19:00:03
ゼレンスキー大統領「平和が実現するなら大統領を辞任の用意」 #nhk_news
https://www3.nhk.or.jp/news/html/20250224/k10014731431000.html
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@ d376afa6:b9a929c1
2025-02-23 19:00:03
Don't bother just to be better than your contemporaries or predecessors. Try to be better than yourself. - William Faulkner
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@ 93a7ef21:00c6a0ca
2025-02-23 19:00:03
fuck quantum around once athlete opinion harvest trigger original bike picnic club pilot
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@ 620af487:c46d99b2
2025-02-23 19:00:03
https://preview.redd.it/u01qdgjk9b001.jpg?auto=webp&s=e13315e2f92b9fd348d4204828c8bbb072c2731c
#memes #zap #memestr #nostr
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@ e5c55839:0f456bb5
2025-02-23 19:00:03
Current BTC/USD price is: $95,760
Current sats per USD: 1044 sats
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@ 3aa38bf6:9c432cf2
2025-02-23 19:00:03
通行許可証を発行しました!
2025-03-03 04:00 まで国外から書き込み可能になります!
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@ e93e2c2c:9f86444c
2025-02-23 19:00:03
English Premier League 2025-02-23 Scores.
Ended Games:
#NEW 4 - 3 #NFO
#MNC 0 - 2 #LIV
#premierleague #englishpremierleague #premier #epl #football #soccer #scores #scoreboard #futbol #mastodonfc
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@ 9838095b:f456820c
2025-02-23 19:00:02
https://images.pexels.com/photos/30798981/pexels-photo-30798981.jpeg
#nature #naturestr #photography #nostr
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@ c553caa0:28c6964d
2025-02-23 19:00:02
Половина жителей Москвы оказалась лесбиянками из-за коронавируса
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@ d1780af0:5839c95c
2025-02-23 19:00:02
🚀 **Upcoming Space Launch** 🚀
🌌 **Mission Name**: Falcon 9 Block 5 | Starlink Group 15-1
🗓️ **Launch Date**: 2025-02-23T01:38:20Z
🚀 **Rocket**: Falcon 9
📖 **Details**: A batch of 22 satellites for the Starlink mega-constellation - SpaceX's project for space-based Internet communication system.
#SpaceLaunch #RocketScience
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@ 9be001d7:796a70ad
2025-02-23 19:00:02
Will a new bulk billing pledge mean you'll see your GP for free?
By Stephanie Dalzell
Federal Labor and the Coalition both want to expand the bulk-billing incentive to all Australians, to make nine out of 10 GP visits free by the end of the decade.
https://www.abc.net.au/news/2025-02-24/will-bulk-billing-incentives-make-gp-visits-cheaper-explained/104971682
#HealthPolicy #GovernmentandPolitics #StephanieDalzell
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@ 2ca5e6a7:bb0f8149
2025-02-23 19:00:02
1 #XMR = 225.170 #EUR
1 #XMR = 234.290 #USD
1 #XMR = 1347.675 #BRL
1 #BTC = 408.172 #XMR
1 #ETH = 11.975 #XMR
1 #LTC = 0.547 #XMR
1 #BCH = 1.392 #XMR
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@ 5f6dc1bf:6c61493c
2025-02-23 19:00:02
#[0] passport
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@ 67a8ed7e:afa70ff6
2025-02-23 19:00:02
EzMail - AWS SES made eazy #golang_news
https://www.reddit.com/r/golang/comments/1iwh7dc/ezmail_aws_ses_made_eazy/
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@ 0fb38b99:147f62bb
2025-02-23 19:00:02
1 #USD = 5.732 #BRL
Fonte: https://www.xe.com
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@ 87e02cd9:86477412
2025-02-23 19:00:01
--------------04:00--------------
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@ 20c4a1a5:a6aaf2fc
2025-02-23 19:00:01
What do you call a cheap circumcision?
A rip off.
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@ 44d1234b:385d358b
2025-02-23 19:00:01
New horizons for Julia
—LWN.net
https://lwn.net/Articles/1006117/
#julia #julialang #scientificcomputing
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@ af6ece3d:9e2108e2
2025-02-23 19:00:01
https://images.pexels.com/photos/30845537/pexels-photo-30845537.jpeg
#animal #wildlife #photography #nostr #animalstr
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@ 8725d5f7:7bb98b09
2025-02-23 19:00:01
4:00 ポォ~ン♪
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@ 5f50b2a5:3645dc6b
2025-02-23 19:00:01
3 Takeaways From the Kraken’s 2-1 Win Over the Florida Panthers https://ift.tt/fSPT5NH
#NHL #THW
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@ 774c67bf:f487459e
2025-02-23 19:00:01
最近のホットな話題をお知らせします。 #hotpostrank
No1: 4 reactions
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No2: 4 reactions
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No3: 3 reactions
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No4: 3 reactions
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No5: 2 reactions
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No6: 2 reactions
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No7: 2 reactions
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No8: 1 reactions
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No9: 1 reactions
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No10: 1 reactions
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@ e9ab3129:9c2d0b6d
2025-02-23 19:00:00
This Next Market Crash Will Break Our Fragile Brains
This Next Market Crash Will Break Our Fragile Brains
Submitted by https://quoththeraven.substack.com/p/this-next-market-crash-will-break
I always find it funny when I think about critics of people viewing the economy from an Austrian lens. The old joke is that “newsletter writers” like myself could never cut it managing a portfolio and, to make a living, need to scare people into reading and subscribing—not only to my view on the economy, but to my newsletter.
But at least for now the stocks I’m watching for 2025 are https://quoththeraven.substack.com/p/trading-the-shit-show-february-2025
(currently about +10.4% vs. the S&P +1.9% as of this weekend, on an equal weighted basis) and, as I’ve explained on countless podcasts, I write an Austrian-centric newsletter because it is derived from the basis of my core beliefs about the economy and the world of finance, as best as I can understand it.
In other words, I’m an Austrian school thinker first, and a “fear monger” second.
Take, for another example, my friend Peter Schiff. I know Peter well and believe him to be a person who is ethically beyond reproach and someone who comes by his steadfast views on free market capitalism honestly. He is constantly criticized as someone who is disingenuous in his economic beliefs because he happens to run a gold company. But I know the truth: he runs a gold company because it is based on his beliefs to begin with, not the other way around.
🔥 50% OFF FOR LIFE: Using this coupon entitles you to 50% off an annual subscription to Fringe Finance for life: https://quoththeraven.substack.com/subscribe?coupon=d8097c43
And let’s be realists for a second. Our “pessimistic” beliefs on markets and the economy—simply referred to by people like me as “reality”—are vastly outnumbered by the majority of perma-bull financial market participants: retail investors, institutional investors, sell-side analysts, corporate executives, financial media personalities, the government, central bankers, and almost every single other person that has some place in the global financial economy. Not unlike us “newsletter writers” that supposedly need to shill our beliefs to make a living, the majority of other people in the financial universe also need to shill their shit and their beliefs to hold up in order to make a living.
While us Austrians haven’t upended modern monetary theory just yet, every time the Fed can’t predict what inflation is going to do, and every time https://www.zerohedge.com/markets/just-close-whole-thing-cnbc-anchors-melt-down-beg-market-closures-twitter
from being too optimistic with its capital, credibility erodes slightly from the mainstream financial bedrock and osmoses itself over to our little dark, tinfoil-hat-wearing corner of the financial world.
And I’ll be the first to admit: the “establishment” view on the global economy has continued to dominate—not just the nominal stock market scoreboard but also the prevailing state of mind of all participants contained therein over the last few decades. When you're a sports bettor that constantly lays the chalk on the favorite, and the favorite has come in the last 99 times out of your last 99 bets, why wouldn’t you take the favorite one more time on the 100th bet?
So once again, after this past Friday’s market selloff, strategists like a concerned-looking Tom Lee do what they do best: return to financial airwaves in order to proclaim that everything is fine, this time definitely isn’t different, and investors should consistently be buying the top of the market regardless of macroeconomic conditions, valuations, or a guarantee of certain death via asteroid the very next day.
https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fcc2f2d76-c251-476b-b0af-44b352b23e73_1970x1456.jpeg
Stop me if you’ve heard this one before.
It’s difficult to ignore that Tom Lee has “nailed it” on markets over the last decade, and I need to give credit where it’s due. Holding your nose and buying stocks without giving a single solitary fuck about valuations or the macroeconomy has sadly been the most effective way to generate returns over the last decade or two. But as every piece of financial literature you’ve ever read says somewhere on it: past performance is not indicative of future results.
And people that don’t make daily appearances on CNBC — like, oh, say, Warren Buffett, for instance — are taking another road: getting into cash.
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Maybe it’s a just a coincidence?
Though the tune of buying the dip has hardly changed, the environment it’s being sung in has. Stocks now trade at a Shiller PE that’s approaching 40x, a level only eclipsed once in history during the 2000s dot-com bubble.
https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F47fc082b-b34d-492f-aa8f-761ab7da4fe5_1700x816.jpeg
But if the market’s price-to-earnings ratio and the macroeconomy didn’t matter when stocks were trading at 30x earnings, why should they matter with stocks trading at 40x earnings?
This indifference to valuations—helped along by the “passive bid” of 401(k)s and ETFs consistently buying the market at any given price (well explained by Bill Fleckenstein https://www.youtube.com/watch?v=7b1eoT0bqz4
during his appearance last week), combined with what is widely perceived to be an unlimited Fed put, combined with the unprecedented amount of liquidity doled out as a result of COVID, combined with the stock market becoming accessible to literally any human being on earth that wants to take their shot thanks to the advent of retail trading apps—has distorted expectations and psychology not just about the stock market, but also about the basic fundamentals of economics and finance, in a way that many of us probably would not have even thought fathomable 50 years ago.
Modern monetary theory has acted like a risk-hunger marijuana edible that all traders and investors have been forced to swallow, resulting in an insatiable, decades long case of the market munchies.
In fact, liquidity has been so ubiquitous and markets have been so rigged that people are speculating upwards of $3 trillion in an asset class — crypto — that, to the best of my understanding, offers very little product or service and exists almost entirely digitally.
If you want to try to make the argument that overvalued equities can sometimes be hard to recognize, especially when they only seem to continue to go up and valuations only seem to continue to expand, that’s one thing. But how, with a straight face, can anyone argue that $3 trillion worth of crypto is in some way “undervalued,” let alone serves a purpose at all?
Here’s https://coinmarketcap.com/
by market cap.
https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ffa0fc1bc-6237-412c-bc95-f9858a7fedd1_2266x2512.jpeg
Let’s put Bitcoin aside for a second and assume there’s a value to the protocol in the network. What are the other 18 of these doing? Dogecoin? Sui? Hedera? The rest of the top 50 gets even better. Uniswap? Polkadot? Ondo? Kaspa? VeChain?
I feel like the guys in Major League reading the roster before opening day.
“Ricky Vaughn, Willie Hays? I’ve never heard of most of em. Mitchell Friedman?”
What are all these…things…doing? As best as I can tell, pretty much nothing—other than https://cointelegraph.com/news/bybit-exchange-hacked
for those who custody them, like Ethereum was this past week.
I’m fairly confident that almost all of the crypto market outside of Bitcoin and Ethereum is nothing more than pure excess.
And, of course, the same type of useless excess exists in equity markets, as well, in the form of thousands of companies burning cash and surviving while paying their executives solely from stock sales. But at least these completely useless, bullshit equities give us the courtesy of inventing some idiotic story about their product or service and what it will do to help humanity. Joke memecoins like Dogecoin and Fartcoin, don’t even do that. They are the literal definition of pure, useless speculation, with their respective labels laughing back directly in the face of the investors who buy them. The https://www.nbcnews.com/business/personal-finance/memecoins-what-are-they-why-are-they-popular-cryptocurrency-rcna184223
about Fartcoin is: “Yes, it’s called Fartcoin. Yes, it is totally useless.”
If the saying “hubris comes before the fall” turns out to be even 1% accurate, we are likely in for an unexpected comeuppance for the ages. Other than lighting giant sacks of $100 bills on fire on live television just to make a statement about how little you care about return on investment, it doesn’t get more hubris-laden than buying something like the Hawk Tuah girl’s crypto coin.
https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fbcd77c15-8922-479a-a2c0-3abeaf658bb9_1344x572.jpeg
Global corporate bonds or this. You decide.
And we see the same bullshit with equities too.
Last week, when there was a momentary headline about the Pentagon possibly cutting spending, Palantir—a stock known loosely to be tied to defense spending—took a momentary breather from its 18 month long parabolic rise, which has seen its stock go up nearly 10x, to correct 5% in one session. Any investor even remotely interested in fundamentals would have told you going into that week that at roughly 550x trailing earnings and 95x sales, the stock was already trading in extraordinarily aggressive territory.
https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fdca1a811-59ca-483f-b08b-73df02e28d2b_1216x766.jpeg
Even after the 5% move lower, the stock still closed the session at about 530x trailing 12-month earnings and 86x trailing 12-month sales. In other words, the stock took in a minuscule hiccup of reality after doing nothing but tearing ass higher for two years.
https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F39e98b72-e56c-433a-9b7d-d6cfe7fc9796_1152x790.jpeg
One may think to themselves: “Any analyst with half a brain or investor with the slightest bit of financial acumen probably could have or should have seen a pullback in the company’s valuation coming.”
But no. Instead of accepting a subatomic level of reality and warming to the notion that the stock probably shouldn’t be trading anywhere near where it is today to begin with, Jim Cramer took to Twitter to watch every tick and cheer for the company—using a very matter-of-fact tone that came across to me as though he was saying bulls should be able to see the stock double again and again and again, ad infinitum, despite any lack of reason for doing so. Behold, this “analysis”:
https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff7ae2030-962c-45bd-ac60-e75029380f37_1482x814.jpeg
And then, commenting on the overall market, Cramer took what appeared to be the same tone, indicating to me he thinks bulls should always be vindicated, bears should always be eating large quantities of shit, and the market should go up every single day, all day, regardless of whether or not it has any reason to.
“Not enough time to rally,” he lamented at the end of the day, succumbing to the horrifying reality that we’re going to have one of those rare ‘red’ days in the market that feel like they come once every academic semester at this point.
“This marks the end. All life as we know it ends at 4PM with the closing bell,” Cramer may have thought to himself before hitting “Tweet”.
https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F260b8b18-e321-457f-9561-8b3470b0ef8c_1164x288.jpeg
Behold the horror of the great crash of February 2025:
https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F84e539c1-95d8-4e3a-8e54-778665e73f8f_1322x838.jpeg
Oh, the humanity. Won’t someone think of the children?
I know Jim Cramer has a job to do, and I respect that. I like him just like I like Tom Lee. It isn’t personal. I know his job is to side with retail investors and try to show market neophytes that there is “a bull market somewhere.” I actually agree with the sentiment—there can always be a bull market somewhere—but that doesn’t mean that stocks always have to go up.
When you take these types of disturbing assumptions and you download them onto Cramer’s millions of Twitter followers and television viewers—then you couple that with a Federal Reserve whose unwritten third mandate has proven to be never letting stocks go down, ever, for any reason—is it any wonder that the entire retail investing public has subscribed to the notion of closing their eyes, holding their breath, and buying the dip in any situation, including the end of the world?
This hubris and outright delusion exists as the sharpest tip of an exceptionally long spear of irrational market exuberance, arrogance, crowd-herd mentality, and greed, mixed with financial unsophistication.
The entire economy existing within the confines of a Modern Monetary Theory system that is set up to rig asset prices higher is one thing. To be fair, it would be foolish not to expect the market to have irrational and overly optimistic expectations.
But the fever pitch of where expectations are now, combined with what I believe is a mathematical certainty that markets will eventually have to move lower in dramatic fashion, means that the next crash might just very well break the brains of a good portion of the investing public.
From here, a sharp and decisive move lower in markets probably first comes as the result of an economy grinding slower, and then, in dramatic fashion, the quick cascade of deleveraging and speculation unwinding will torture people financially. But psychologically is where it is really going to torture a whole new generation of investors who have yet to feel any significant prolonged financial pain. Think about it: the COVID crash was over in a couple of weeks.
This means that there is an entire market full of investors who have not felt any type of prolonged recession or drawdown in markets. And they have definitely not felt a depression or the psychological uncertainty of what can happen if the market loses confidence in the currency or the creditworthiness of the United States.
The Fed put is always going to be there, and nominal prices are probably always going go up. But at some point, just like a lot of the populace has learned about money printing over the last 10 years thanks to Bitcoin, people are also going to learn about the differences between nominal prices and real prices. They will compare the price of assets to inflation. They won’t be fooled by prices rising faster than the value of their assets. In fact, they will know exactly what it means: that the system, as the Fed wants it to exist today, doesn’t work, widens the inequality gap, and disproportionately negatively affects the middle and lower classes.
https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa9d5bd4c-50ce-448c-8880-da83be4c30fe_2880x2160.png
We bailed out a tech bubble in the early 2000s, and the result of our bailout came back as a housing crisis. We bailed out housing in 2008, and the result of that, if you ask me, is going to either be a currency or sovereign debt crisis.
https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F6467185f-fbd3-4fa4-8784-9e9f1d32acfc_1700x900.jpeg
Total assets of the Federal Reserve. Guess what comes next.
There will come a point one day where, psychologically, the Fed intervenes and stock prices may go up again, but the average investor is living out depressionary hardships. And I mean this for people who are lucky enough to even own financial assets. Many lower- and middle-class families don’t even have significant amounts of financial assets but, rather, have negative net worth. The wreckage to these classes will be unlike anything we’ve ever seen before.
Make no mistake about it—we appear to be stuck between a rock and a hard place where the only exit door seems to be stagflation. This is something we haven’t combated since the 1970s, and the monetary policy and fiscal layout of the country right now is so distorted that people from the 1970s wouldn’t even recognize it.
🔥 50% OFF FOR LIFE: Using this coupon entitles you to 50% off an annual subscription to Fringe Finance for life: https://quoththeraven.substack.com/subscribe?coupon=d8097c43
The Fed has no option to raise rates into a stagflationary environment because of the ungodly amount of debt we have outstanding. Even with rates where they are now, I believe the Fed is out over its skis and has already sealed the fate of guaranteed defeat for the economy and markets.
So what happens then? We’re stuck between welcoming a deflationary depression by raising rates to try to combat inflation, or we’re going to have to let inflation run wild. We’ve never been in this situation before in modern history. And even more frightening than that is the fact that market participants and the average American citizen are the most coddled and the least equipped to handle bad news related to the economy than they’ve ever been.
I write this article today not to stir up fear but to do what I did leading up to the country panicking about COVID: to try and get some mental exercise in so that if the shit truly hits the fan, psychologically, it won’t be a total blindside surprise to everyone, including myself.
See you Monday morning.
https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F7b4f0b11-cdb4-4f89-9600-5faf882f9b35_66x52.png
QTR’s Disclaimer: Please read my full legal disclaimer https://quoththeraven.substack.com/about
with my best effort to uphold what the license asks, or with the permission of the author.
This is not a recommendation to buy or sell any stocks or securities, just my opinions. I often lose money on positions I trade/invest in. I may add any name mentioned in this article and sell any name mentioned in this piece at any time, without further warning. None of this is a solicitation to buy or sell securities. I may or may not own names I write about and are watching. Sometimes I’m bullish without owning things, sometimes I’m bearish and do own things. Just assume my positions could be exactly the opposite of what you think they are just in case. If I’m long I could quickly be short and vice versa. I won’t update my positions. All positions can change immediately as soon as I publish this, with or without notice and at any point I can be long, short or neutral on any position. You are on your own. Do not make decisions based on my blog. I exist on the fringe. The publisher does not guarantee the accuracy or completeness of the information provided in this page. These are not the opinions of any of my employers, partners, or associates. I did my best to be honest about my disclosures but can’t guarantee I am right; I write these posts after a couple beers sometimes. I edit after my posts are published because I’m impatient and lazy, so if you see a typo, check back in a half hour. Also, I just straight up get shit wrong a lot. I mention it twice because it’s that important.
https://cms.zerohedge.com/users/tyler-durden
Sun, 02/23/2025 - 14:00
https://www.zerohedge.com/markets/next-market-crash-will-break-our-fragile-brains
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@ 86fd1c80:4df670be
2025-02-23 19:00:00
おんど: 10.0℃
しつど: 44%
きあつ: 1028hPa
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@ 7ddd3723:8415754d
2025-02-23 19:00:00
:ohayou_asa_4zi_ni_nani_siterundai__q:
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@ 7faac2c0:868d18f2
2025-02-23 19:00:00
Canoa Quebrada esconde segredos incríveis! Descubra por que esse destino é imperdível
Localizada no litoral leste do Ceará, Canoa Quebrada é um verdadeiro paraíso escondido entre falésias avermelhadas e um mar de águas cristalinas. O que antes era um simples vilarejo de pescadores se transformou em um dos destinos mais procurados do Brasil, sem perder seu charme rústico e acolhedor. Além das paisagens naturais deslumbrantes, Canoa Quebrada […]
O post https://terrabrasilnoticias.com/2025/02/canoa-quebrada-esconde-segredos-incriveis-descubra-por-que-esse-destino-e-imperdivel/
.
https://terrabrasilnoticias.com/2025/02/canoa-quebrada-esconde-segredos-incriveis-descubra-por-que-esse-destino-e-imperdivel/
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@ 9b58b54d:d38e93f1
2025-02-23 19:00:00
【 #時報 】
2025年2月24日 (月) 🕓 4時 をお知らせします。
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@ c1fe1bc5:0e1800cf
2025-02-23 19:00:00
🥩 DIETA CARNÍVORA
Sucesso nas redes sociais, o plano alimentar recomenda a exclusão total de vegetais; resultado é um aumento no risco de problemas cardiovasculares e outros prejuízos à saúde ⬇️
https://bsky.app/profile/estadao.com.br/post/3liujfyoiqc2u
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@ 87570539:69e6bfc0
2025-02-23 19:00:00
1043 https://hodl.camp/api/img/sats_per_dollar/1043.png
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@ 97eefe56:7ae246af
2025-02-23 19:00:00
- - - 04:00 - - -
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@ 97dea3bc:4f3e43c1
2025-02-23 19:00:00
https://media.spinster.xyz/c5a6657e0c8ec9729e9389bc607e6c8fdc7f77664e7cee7494a744b6d10c2c80.jpeg
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@ d4417372:935b3fa0
2025-02-23 19:00:00
◇◇◇◇ [監視システム] ヨリ 発報 ◇◇◇◇
[ゴルゴ] プログラム ヲ [開始] シマシタ
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@ b4c002e6:bc80548c
2025-02-23 19:00:00
4時00分をお知らせします。
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@ c23d36fe:d824bf65
2025-02-23 19:00:00
✄------------ 4:00 ------------✄
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@ 45477d9f:d6592665
2025-02-23 19:00:00
5 personagens para inspirar a sua fantasia de Carnaval
https://canaltech.com.br/entretenimento/5-personagens-para-inspirar-a-sua-fantasia-de-carnaval/?utm_source=flipboard&utm_medium=activitypub
Posted into Canaltech nostr:nprofile1qy2hwumn8ghj7un9d3shjtnddaehgu3wwp6kyqpq439t6c9rrkttr6ynptxsr5ez0mgw5rwnaukk53rtlvp4fexn0y8qe9n2ts
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@ 71ef0c93:de621067
2025-02-23 19:00:00
Hourly Wolves Presents:
https://img.hourly.photo/wolves/53788581237_-_01_-_sisterofthewolves____Via_RangerRoy___.jpg
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@ 6055812a:3e7de489
2025-02-23 19:00:00
Suns vs. Raptors prediction: NBA best bets, picks, odds
Spend a few minutes on popular social media platforms and you might not find a single positive comment regarding the Phoenix Suns right now.
https://nypost.com/wp-content%2Fuploads%2Fsites%2F2%2F2025%2F02%2F2200667144.jpg?quality%3D90%26strip%3Dall
https://nypost.com/2025/02/23/betting/suns-vs-raptors-prediction-nba-best-bets-picks-odds/
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@ 78ff3c27:5906f9e8
2025-02-23 19:00:00
Massachusetts Wants Clean Energy. Why Is It So Hard to Make It Happen?
https://www.politico.com/news/magazine/2025/02/23/massachusetts-clean-energy-00204964?utm_source=flipboard&utm_medium=activitypub
Posted into Politics nostr:nprofile1qy2hwumn8ghj7un9d3shjtnddaehgu3wwp6kyqpqaytyg6m0cwvesa5ud7n3gt79x76s6sks99qn3ncxlk0y9m925rdsur7y8g
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@ a367b49f:f9d2409a
2025-02-23 19:00:00
nostr:nprofile1qy2hwumn8ghj7un9d3shjtnddaehgu3wwp6kyqpquf39jvp73qjukz65smcr96q4gq03qhmsuaqfhg59zmr2etp42z6qq8p7le nostr:nprofile1qy2hwumn8ghj7un9d3shjtnddaehgu3wwp6kyqpqzedxjls36q3q0j2grjz7vkzewnhzvl9dzxtr0jv0qsj587pxgs7s3df0av
Complétement d'accord avec toi. ça me fatigue d'une force. C'est juste que ça me pousse à attendre d'être calmé avant de lui parler...
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@ 26a798c5:308c7bc9
2025-02-23 19:00:00
O que se sabe sobre o novo coronavírus
<img width="1280" height="720" src="https://cdn.oantagonista.com/uploads/2025/02/coronavirus_1740189136484.jpg" alt="O que se sabe sobre o novo coronavírus"/>Um novo tipo de coronavírus, identificado em morcegos de Hong Kong, na China, está chamando a atenção da comunidade científica devido à sua potencial capacidade de transmissão em humanos. O vírus, denominado HKU5-CoV-2, foi descoberto por uma equipe de pesquisadores do Instituto de Virologia de Wuhan e do Laboratório de Guangzhou. A descoberta foi recentemente...
The post https://oantagonista.com.br/mundo/o-que-se-sabe-sobre-o-novo-coronavirus-2/
.
https://oantagonista.com.br/mundo/o-que-se-sabe-sobre-o-novo-coronavirus-2/
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@ c3c033dd:ac4be0ca
2025-02-23 18:59:59
What the fuck are you making? Is it a rotor or servo motor?
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@ 18905d0a:0b229b08
2025-02-23 18:59:58
Sunday morning activity for me 🤝
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@ 3aaa459b:f67ab822
2025-02-23 18:59:57
😂😂😂😂that's awesome 😎💜💜💜
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@ d48f80a5:34f08085
2025-02-23 18:59:56
Check out: Michaele Jordan
Fantasy
Michaele Jordan was born in California and raised in Cincinnati. She took a bachelor of arts degree from Bard College and an associate's degree in programming from Southern Ohio College. She worked for years as an administrator before at last pursuing her early dream of becoming a writer. Mirror Maze is her first novel to appear in print, although her earlier work, Blade...
https://www.limfic.com/mbm-book-author/michaele-jordan/
#Fantasy #Books #AuthorSpotlight
https://mastodon.otherworldsink.com/system/media_attachments/files/114/054/736/159/798/793/original/3b6de8f9f95293dc.jpg
https://mastodon.otherworldsink.com/system/media_attachments/files/114/054/736/164/935/568/original/36b943b89c99cb2a.jpg
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@ 90f61c54:53d6b2d0
2025-02-23 18:59:54
nostr:nprofile1qy2hwumn8ghj7un9d3shjtnddaehgu3wwp6kyqpq7dm8huqhvfz2r63shjwqqtpydevpwys89wjeyl3wcc9h66qxa6mqhwhkel wo haben die Demos gewirkt? AfD und die mitgemeinte CDU/CSU haben die stärksten Zugewinne.
Einziger Lichtblick ist die Linke.
nostr:nprofile1qy2hwumn8ghj7un9d3shjtnddaehgu3wwp6kyqpqzdfwxvgqvsvy9j2fcpuqkvfpxsd8s27c7du3lx8kdeuue0trc3hs9v5xnm
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@ 5a1c52d3:b4e71796
2025-02-23 18:59:54
https://static.noauthority.social/media_attachments/files/114/054/711/977/061/921/original/9edfb903477be6e1.png
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@ 045df670:d7904057
2025-02-23 18:59:52
how's the Australian conference planning coming along? have you received permission from nostr:npub1j8y6tcdfw3q3f3h794s6un0gyc5742s0k5h5s2yqj0r70cpklqeqjavrvg yet?
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@ c4d66b47:66940845
2025-02-23 18:59:51
nostr:nprofile1qy2hwumn8ghj7un9d3shjtnddaehgu3wwp6kyqpq5smqk9vdey6uklxay7y67pywd4arjtvcvnjpzrvyp20plqmw8w3qpv0vne nostr:nprofile1qy2hwumn8ghj7un9d3shjtnddaehgu3wwp6kyqpqxtgn0ltgy33x5nk843qkg38jvghrnf8ujzmhupvsmx69y94epetsv6tkd9 :akko_fistup: Klassenkampf!!!
https://www.youtube.com/watch?v=p41mETuQQ-E
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@ db506a89:afb18763
2025-02-23 18:59:47
Don't kill your ego, learn to live with it
form a selfless/selfish partnership with yourself
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@ 1caebf1e:b9f29c56
2025-02-23 18:59:46
nostr:nprofile1qy2hwumn8ghj7un9d3shjtnddaehgu3wwp6kyqpqxgtlsdpkzvu3n3wn607yhd2hny32g7ep8c20a4r9qgujukssmamq0mr70d nostr:nprofile1qy2hwumn8ghj7un9d3shjtnddaehgu3wwp6kyqpqv9ze48mrwv4rs92aa5tus2mtchs8v8kfn9xfghjkadlfa0swutlq5h46gc nostr:nprofile1qy2hwumn8ghj7un9d3shjtnddaehgu3wwp6kyqpqxjrfh0shpmn34l5luf8udzzuac5m3h5w8604qmleu6dxgn5drtkqll88ve nostr:nprofile1qy2hwumn8ghj7un9d3shjtnddaehgu3wwp6kyqpqqh097tfm3kv0nwffd9ggptn255d3fuqdcy3wauw5p4gz5z45s92qysh6f2 The absolutely best I think we can hope for is a duel between her and one of Ainz's New World lackeys who also specialize in magic, like Fluder, so she doesn't get instantly stomped.
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@ 8725d5f7:7bb98b09
2025-02-23 18:59:45
🎵スジャータ スジャータ 白い広がりスジャータ
スジャータが 4 時をお知らせします
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@ 4908fc27:2c28f8f0
2025-02-23 18:59:45
nostr:nprofile1qy2hwumn8ghj7un9d3shjtnddaehgu3wwp6kyqpq0j7rq3ag0cyz4cg6mu2zwwdzsh8msd7m60tw5htx54gdrr6jfwtsa40p3y Er wird dann entweder irgendwas Falsches machen, oder es wird z.B. auch wegen der deutlich 5stelligen fehlenden Stimmen (Auslandsdeutsche, die nicht rechtzeitig wählen konnten) auf Neuwahlen plädiert. In Österreich geht es ja derzeit auch so chaotisch zu.
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@ f59723d7:9a3d8e49
2025-02-23 18:59:44
Liverpool vence o Manchester City fora de casa e dispara na liderança da Premier League
Reds abriram 11 pontos de vantagem para o Arsenal, que ocupa a segunda colocação
https://odia.ig.com.br/_midias/jpg/2025/02/23/000_36yg4ew-35360992.jpg
https://odia.ig.com.br/esporte/2025/02/7009601-liverpool-vence-o-manchester-city-fora-de-casa-e-dispara-na-lideranca-da-premier-league.html
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@ e2ccf7cf:26c1c8eb
2025-02-23 18:59:44
- fully manage your node via nwc, not just ln
- be able to support the majority of holders who do not use lightning
- generation of unified QR codes
- sign psbts, potentially enabling new coinjoin and multisig setups
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@ a57dd8ce:fb774d3f
2025-02-23 18:59:42
Lured by fake job offers, then forced to defraud US-based NRIs
https://timesofindia.indiatimes.com/city/hyderabad/trapped-with-fake-job-offers-t-victims-reveal-myanmar-horror/articleshow/118511700.cms?utm_source=flipboard&utm_medium=activitypub
Posted into Times of India nostr:nprofile1qy2hwumn8ghj7un9d3shjtnddaehgu3wwp6kyqpqja6gly4sre4cjrneysqu3224mt7kgscmcp7pq9ct77t4u6hm0daqwh7s6j
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@ de1abdd3:ff3979a0
2025-02-23 18:59:41
nostr:nprofile1qy3hwumn8ghj7un9d3shjtt5v4ehgmn9wshxkwrn9ekxz7t9wgejumn9waesqgr5fe8l5ezezpd6w8k6hce4zg9w7wtgr9uw4vkxhtqv5z02l0x3kun5u4yg
POPE FRANCIS STILL IN CRITICAL CONDITION SHOWING SIGNS OF 'MILD' KIDNEY FAILURE
https://justthenews.com/sites/default/files/styles/social_media_share/public/2023-12/GettyImages-1874620057.jpg?h=c6980913&itok=xfEpfaCY
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✍️ Pope Francis is still doing well and remains vigilant, according to the Vatican.
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#PopeFrancis #Vatican #world
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nostr:nevent1qvzqqqqqqypzqazwflaxgkgstwn3ak47xdgjpthnj6qe0r4t9346cr9qn6hme5dhqy3hwumn8ghj7un9d3shjtt5v4ehgmn9wshxkwrn9ekxz7t9wgejumn9waesqgr0ddhcvygsc7t03q5zlg4w3jj60en34wdyf4fjjs4d2k4ksyw57snv2cdc
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@ 5b10a97d:0e4e6619
2025-02-23 18:59:41
nostr:nprofile1qy2hwumn8ghj7un9d3shjtnddaehgu3wwp6kyqpqzdfwxvgqvsvy9j2fcpuqkvfpxsd8s27c7du3lx8kdeuue0trc3hs9v5xnm
Möglich. Neige aber nicht zum Pessimismus, daher warte ich erstmal ab.
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@ 9b1d021a:c2cfcfda
2025-02-23 18:59:39
Happy Sunday 😊
Publicado por #u_eros768 en #r_SexyMilfTits
#eros768 #ueros768 #SexyMilfTits #rSexyMilfTits #BonitoRedditBot #Reddit #Bot #NSFW #NSFW_Bot
https://redd.it/1iwbgrh
https://tlapalli.itzti.li/system/media_attachments/files/114/054/737/386/922/556/original/915ea57a18e50d87.jpeg
https://tlapalli.itzti.li/system/media_attachments/files/114/054/737/371/983/574/original/6dc7566e6f404fcf.jpeg
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@ 18ec4797:04fef201
2025-02-23 18:59:38
Today is #nationalbreastfeedinginpublic day. My most fulfilling and meaningful life chapter is that of feeding my babies. Wherever. Whenever. Unapologetically.
Women are the true superheros.
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@ a57dd8ce:fb774d3f
2025-02-23 18:59:38
Two agents from Telangana and Gujarat trafficked hundreds to KK Park
https://timesofindia.indiatimes.com/city/hyderabad/2-agents-from-tgana-gujarat-trafficked-hundreds-to-kk-park/articleshow/118511692.cms?utm_source=flipboard&utm_medium=activitypub
Posted into Times of India nostr:nprofile1qy2hwumn8ghj7un9d3shjtnddaehgu3wwp6kyqpqja6gly4sre4cjrneysqu3224mt7kgscmcp7pq9ct77t4u6hm0daqwh7s6j
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@ 8194da31:0f3badf3
2025-02-23 18:59:38
The world may be dark, but #Bitcoin shines bright.