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Kamala Harris is not a good candidate. A feeble Biden is better than her. When Harris was the DA in SF she was very unpopular mainly due to her prosecuting drug users. That was a nono here in liberal SF. In the 2020 primaries she was a miserable failure.

California and especially the bay are is full of progressives not liberals. Progressives love grifting. During the pandemic the progressives spent all their time renaming elementary schools that had evil names like Lincoln & Washington. There are no bigger grifters than these psychopaths that...

What is the genre of Boards of Canada? When I used to listen BoC, Air, etc. in the 1990s they were always considered minimal techno. Of course when I was a DJ in the late 1980s the music that was called Rave is now reclassified as Hardcore & Happy Hardcore (808 State, Moby, Fatboy Slim, KLF...

Jagged Edge is one of the best courtroom/law movies (along with The Paper Chase and my favorite ...And Justice For All) I've seen. It shows the rich lifestyle of early 1980s SF which is interesting. Also the actor who plays Glenn Close's private eye is great (Robert Loggia). Peter Coyote is...

Hussman is a permabear. I've been reading his stuff for years and he has been wrong almost every time. There was a huge rotation in the Nov 2023 to Jan 2024 rally as well. What happened to the IWM since then? It went nowhere fast. The same will happen this time. After another 10% IWM...

Correct. It gives concentrated leverage but when it is not in favor you get times when it implodes like this. The only question is will it come back or are value stocks in favor now? The future is tech especially semiconductors. As for the megacap tech companies that FNGU represents it will do...

As long as the "dump tech, buy crappy small caps" exists DDOG and all other tech stocks are only going lower.

These constant 10% gaps don't make sense to me. BTC trades like an illiquid biotech stock on the OTCBB not like a commodity that has the backing of BlackRock & Fidelity. I guess the actual trading float is very low similar to how regional banks trade or a stock where most of the shares are owned...

I don't know if there is any correlation at all with the token price action, but in the 2016 elections the 4chan people created the Pepe meme for a Trump victory.

FSD will never happen with humans driving. Machines make logical decisions as defined by their algorithms but humans are illogical and emotional in their decision making. It is a pipe dream at best.

Upgrade by Mizuho should help: Mizuho Securities Upgrades Datadog to Outperform From Neutral, Raises Price Target to $155 From $135 I think with the rotation from growth to value it might just go sideways to higher. Premarket it was $133+ but it is struggling at $130 so I think traders don't...

Sometimes your instinct is better than analysis. You are a pretty impressive stock analyst I'll say.

What is the policy that Trump will implement that is going to tank the market? I'm confused about your prediction. It didn't happen last time. I believe the industrials & financials did the best right after election day 2016.

After so many different rallies & collapses of BTC, the simplest way to go long for me is BITX MSTR CONL. It is usually ends up being 2X Bitcoin. *BITX == 2X BTC *CONL == 2X COIN

NVDA & the rest of the mag7 are viewed as secular growth so when the market perceives real growth they sell the mag7 and buy the real economy stocks aka energy, industrials, financials, etc.(value stocks). When the market perceives stagnant growth they buy the mag7 & sell the value stocks.

When Roku is your second highest weighting you deserve to lose money. Roku is the poster child of the term enshitification and their ad filled junk. Only 3 of her top holdings are up more than 10% & 6 are down for the year. Amazingly bad. If she didn't own PLTR, HOOD & COIN she would be down...

I can't even remember the last post that actually discussed OPs subject matter. Like most ET threads beyond a few pages, it ends in acrimony.

IBM never really had a stronghold on PCs, I mean they could have but their management was still too dependent on mainframes. Now Mainframes is a better analogy to nVidia's AI/graphics chips. They were the king for a long time but when 3Com (networking) & Compaq (small computing aka "laptops")...

How long until the next 20% move? 600 by 2025 Q1.

She's still tilting at windmills I see. Maybe AOC should consider living in the district she actually represents.