Independent thinking for complex markets and current events
This is not a simple “bull vs bear” earnings setup It is a fight between clean-looking unit economics and fragile distribution control The bull case is built on a very tight story Fast margin expansionHigh gross profitabilityRising ARPUStrong cash positionBuyback authorization On paper, it looks like a business that has already “solved” monetization But that …
NYC is pushing a bill called the Delivery Protection Act that would basically kill Amazons cheap free delivery model. It forces Amazon to hire all their last mile delivery drivers and warehouse workers directly instead of using contractors. That means way higher costs for Amazon so free or fast delivery could disappear or get a …
by Martin Armstrong California lawmakers are now advancing a measure that would allow race-based preferences in financial aid, which is remarkable when you consider that the state constitution has explicitly prohibited such practices since 1996. Proposition 209 banned the state from granting “preferential treatment” based on race in public education, employment, and contracting, yet once again, we …
Nearly four months of choppy price action within this range on $QQQ. pic.twitter.com/BwtyvB89mz — Connor Bates (@ConnorJBates_) February 19, 2026 If this were a genuine crash, you wouldn’t see this methodical delivery.$QQQ You’d see price trade into 606–617 and then violently displace $30 lower with urgency, thin books, no bids, pockets collapsing. Instead, what we …
Weinstein indicator says this Stage 3 distribution. Agree or disagree? $SPY pic.twitter.com/ErsTxDSYby — TrendSpider (@TrendSpider) February 18, 2026 In Stan Weinstein’s stage analysis, Stage 3 (distribution) is when a stock’s uptrend peaks and flattens, with prices oscillating around a leveling 30-week moving average. It signals potential selling by big investors, often preceding a downtrend (Stage …
INSANE 🚨 The IRS has 1,400 employees who’s job it is to hand out laptops and cell phones Elon Musk “Why would you have 1,400 people whose only job it is to give out a laptop and a phone?” “The whole IRS could be handled once a month. So that doesn't make any sense.” “if …
This timing is epic. Saylor is massively exposed and out of cash in January 2025.https://t.co/Hf4kA0I7U2 — Financelot (@FinanceLancelot) December 27, 2024 Bitcoin Churn below the undercarriage is text book, before it lets go. https://t.co/brMztgiSCJ pic.twitter.com/WSuGSR6bCG — The Great Martis (@great_martis) December 26, 2024 WOW WTF https://t.co/wd0YM7EORP — Acres and Ounces (@RetirementRight) December 26, 2024 This …
"I’ve never wished to create a dynasty" – Warren Buffett pic.twitter.com/mlZ7jmWzpp — Evan (@StockMKTNewz) November 26, 2024 Here's an AI summary of Warren Buffett's thoughts from Grok @elonmusk pic.twitter.com/9FK7e9qAOW — Evan (@StockMKTNewz) November 26, 2024
Bitcoin Continued major distribution below major support . Could backtest secondary trendline before falling away or could just collapse towards the primary trendline. Its a process. We await. https://t.co/AAEiVemjxJ pic.twitter.com/NkbfrdrW5E — The Great Martis (@great_martis) August 20, 2024
These massive intra-day reversals we've been seeing lately are a result of institutions dumping Tech stocks en masse. A process known as "distribution" i.e. selling to retail late money. Here we see (Chaikin) money flow has collapsed. Note the difference from the last top: pic.twitter.com/IrPaM0TglA — Mac10 (@SuburbanDrone) August 10, 2023 This chart sums it …
