now be honest, you did too. in fact, everybody did, that's how it caught everyone by surprise when at year end stocks started to climb. btw I'm not defending kuppy here, couldn't care less about his book. but context is key here. kuppy was not alone in his bearishness at the time.
Guys, only 18% think Nvidia will be lower by year end because the rest understand the fiscal impact and accommodative monetary policy stance in the US in a presidential election year, making it brrrrr bigly. Also, who would've thought le petit roi's "whatever it takes" just a few months ago was directed at his party winning >14% of the vote 🤣
I love this show!! Like listening to Bob and Doug McKenzie but everything you want to know about the markets! Please, never never "Take Off", eh! Koo, loo koo koo, koo koo koo koooo! Koo, loo koo koo, koo koo koo koooo!
On the Tens/Twos, it would be mo bettah if you included the X&Y axis info, e.g. the date instead of cutting them off. But nice crayola work, Kev! When the Hi-Yield reverses, whenever, SJB will be a helluva short! Check the downward journey it's been on for years.
![ผัวเถื่อน - ยูริ โตเกียวมิวสิค [ OFFICIAL MUSIC VIDEO ]](http://i.ytimg.com/vi/P08ORRVDGl8/mqdefault.jpg)
I remember when Kuppy said, "AI doesn't really do anything, it's gonna be a massive flop".
The people using it hasn't made any money, it's just been the guys selling them the gold pans
Even the FT analyst director mentioned the same thing. It will make a lot of money sure but we still don’t know who the winners will likely be
I remember two years ago right at the bottom, Kuppy, went max bearish.
now be honest, you did too. in fact, everybody did, that's how it caught everyone by surprise when at year end stocks started to climb. btw I'm not defending kuppy here, couldn't care less about his book. but context is key here. kuppy was not alone in his bearishness at the time.
Guys, only 18% think Nvidia will be lower by year end because the rest understand the fiscal impact and accommodative monetary policy stance in the US in a presidential election year, making it brrrrr bigly.
Also, who would've thought le petit roi's "whatever it takes" just a few months ago was directed at his party winning >14% of the vote 🤣
Doesn't seem like we're really seeing any ramp up in spending
I love this show!! Like listening to Bob and Doug McKenzie but everything you want to know about the markets! Please, never never "Take Off", eh! Koo, loo koo koo, koo koo koo koooo! Koo, loo koo koo, koo koo koo koooo!
Kuppy finally returns...
On the Tens/Twos, it would be mo bettah if you included the X&Y axis info, e.g. the date instead of cutting them off.
But nice crayola work, Kev!
When the Hi-Yield reverses, whenever,
SJB will be a helluva short! Check the downward journey it's been on for years.
Degrossing at 115% gross? 😄
"i don't do cash"
"There is always a fib somewhere"
He's leveraged and just went less leveraged. At least that's what he said
deflation is coming. this is a lock. follows fed rate cut.
Kuppy finally bearish, music stops?
Kev is hilarious... the tens-twos is 10y minus 2y... So why would y read it in reverse ??
It's called the 2s 10s because that's the order of the numbers I guess
Thanks guys
Thank you ❤