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Quiver Quantitative
Schlossberg announced today that he closed his position on March 10th: https://t.co/R8RTqnkVHy
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Schlossberg announced today that he closed his position on March 10th: https://t.co/R8RTqnkVHy
Tesla stock has now fallen 44% since Jack Schlossberg, JFK's only grandson, bought puts. https://t.co/euGA9MdYPN - Quiver Quantitativetweet
AkhenOsiris
For 3 years in a row now on AAPL & TSLA, Gene "comps" Munster says (paraphrase): 'tough few quarters, but things will re-accel when this is over'
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For 3 years in a row now on AAPL & TSLA, Gene "comps" Munster says (paraphrase): 'tough few quarters, but things will re-accel when this is over'
Tough week for $AAPL. It will take a year, and they’ll get Apple Intelligence right, resulting in a step-function increase in product utility. - Gene Munstertweet
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The Kobeissi Letter
BREAKING: Hedge funds' long-only positions in WTI Crude Oil dropped to 172,576, in the week ending March 4, near the lowest since 2010.
Long positions have dropped by a MASSIVE ~100,000 over the last few weeks as oil prices have declined.
Since mid-January, oil prices have fallen 17%, to $67, near the lowest since September 2024.
This marks a 7-straight week decline, matching the streak recorded in October-November 2023.
The short oil trade is crowded.
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BREAKING: Hedge funds' long-only positions in WTI Crude Oil dropped to 172,576, in the week ending March 4, near the lowest since 2010.
Long positions have dropped by a MASSIVE ~100,000 over the last few weeks as oil prices have declined.
Since mid-January, oil prices have fallen 17%, to $67, near the lowest since September 2024.
This marks a 7-straight week decline, matching the streak recorded in October-November 2023.
The short oil trade is crowded.
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Capital Employed
Best stock pitches newsletter being sent out tomorrow.
There has been many good stock write-ups so far this month.
https://t.co/jEccgMyfbM
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Best stock pitches newsletter being sent out tomorrow.
There has been many good stock write-ups so far this month.
https://t.co/jEccgMyfbM
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Alvin
Xiaomi 15 Ultra vs vivo X200 Pro
200 MP periscope lens, Auto mode. 📸 https://t.co/NpIGnh7nFo
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Xiaomi 15 Ultra vs vivo X200 Pro
200 MP periscope lens, Auto mode. 📸 https://t.co/NpIGnh7nFo
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Finding Compounders
Asked whether he considers himself a superinvestor, Schloss demurs: "Well, I don't like to lose money."
A Forbes article on Walter Schloss https://t.co/2mIndaFEXu
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Asked whether he considers himself a superinvestor, Schloss demurs: "Well, I don't like to lose money."
A Forbes article on Walter Schloss https://t.co/2mIndaFEXu
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Offshore
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Alvin
Xiaomi 15 Ultra in Silver Chrome
The best-designed Xiaomi phone ever. 🔥 https://t.co/nbgzVJjqRy
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Xiaomi 15 Ultra in Silver Chrome
The best-designed Xiaomi phone ever. 🔥 https://t.co/nbgzVJjqRy
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