@blondesnmoney Cluseau Investments

Cluseau Investments appears to be active on social media, sharing insights and opinions on various stocks and market trends. The most notable activity is their engagement with other users, responding to comments and sharing their perspectives on specific stocks. They also seem to be focused on value investing, mentioning specific companies and industries that they find interesting or undervalued. Additionally, they appear to be discussing market trends and potential investment opportunities in China, Argentina, and other regions.

Engagements: [-------] #

• [--] Week [---------] +103%
• [--] Month [---------] +104%
• [--] Months [----------] -36%
• [--] Year [----------] +36%

Mentions: [--] #

• [--] Week [---] +54%
• [--] Month [---] +35%
• [--] Months [-----] +7.60%
• [--] Year [-----] -14%

Followers: [------] #

• [--] Week [------] +0.95%
• [--] Month [------] +3.40%
• [--] Months [------] +23%
• [--] Year [------] +76%

CreatorRank: [------] #

Social Influence

Social category influence finance #6437 stocks #3553 technology brands cryptocurrencies #885 countries social networks currencies exchanges automotive brands travel destinations

Social topic influence insurance #1631, money, investment, china, $cubi, debt, $igic, bloomberg, stocks #462, ai #3460

Top accounts mentioned or mentioned by @aureliusltd28 @citrini7 @cap1talcap1tal @ibladesi @jnconkle @ceclallowance @investornick @nobs @stokedonwaves @ron284ron @gardinerisland @justbankstocks @pekwat @rennyzucker @premiamgmt @686prism @yakker112 @ourbank3 @fredinheaven4 @junkbondinvest

Top assets mentioned CUSTOMERS BANCORP INC (CUBI) Apple, Inc. (AAPL) NVIDIA Corp. (NVDA) VersaBank (VBNK) Hims & Hers Health, Inc. (HIMS) Brighthouse Financial, Inc. (BHF) Fidelis Insurance Holdings Limited (FIHL) Microsoft Corp. (MSFT) Alphabet Inc Class A (GOOGL) Robinhood Markets, Inc. (HOOD) Alibaba Group (BABA) Comfort Systems USA, Inc. (FIX) Uber Technologies, Inc. (UBER) SPDR S&P [---] ETF Trust (SPY) New York Community Bancorp, Inc. (NYCB) IES Holdings, Inc. Common Stock (IESC) Amazon.com, Inc. (AMZN) Jackson Financial Inc. (JXN) Powell Industries Inc (POWL) Western Digital Corp (WDC) Veno Finance (VNO) Tesla, Inc. (TSLA) Interactive Brokers Group, Inc. (IBKR) Adobe, Inc. (ADBE) Costco Hot Dog (COST) Kaspi.kz Joint Stock Company (KSPI) Bitcoin (BTC) Charles Schwab Corporation (SCHW) Equinix Inc (EQIX) Bread Financial Holdings, Inc. (BFH) MUX Protocol (MCB) Synchrony Financial (SYF)

Top Social Posts

Top posts by engagements in the last [--] hours

"Shorted a small amount of $CDW at [------] yesterday. Shorting some $AAPL today"
X Link 2023-06-06T11:07Z [----] followers, [---] engagements

"Going to reduce my [---] share Amazon position by [---] today and [---] a day for three more days. Considering adding to $CDW $MSFT short position. Might see a pullback and I usually dont believe in sentiment but IWM vs QQQ trade is getting more coverage. I like IJR more than IWM"
X Link 2023-06-07T14:18Z [----] followers, [---] engagements

"Numbers are ok. Not sure about big tech but purchasing the following today $AMPS $OPBK $ACDC $SNEX. All quality businesses in my opinion. Considering $ASAN or $MNDY. Went to Japan for my annual visit recently Monday is really catching on among my friends"
X Link 2023-06-13T12:34Z [----] followers, [---] engagements

"@slackercapital Always knew I was the darwin king. Check out $AMPS $ACDC. Still undervalued my friend"
X Link 2023-06-13T14:10Z [----] followers, [--] engagements

"Signing off for the day. Will post trades and justification later. Sat on the bid for $JFIN but hard to buy shares. Slammed the ask on $OPBK. VWAP purchase on $AMPS. $ACDC ran away. Will stop posting orders before the open every time I do the stock goes up 10% before I buy lol"
X Link 2023-06-13T20:07Z [----] followers, [---] engagements

"Dumped $BFH peoples bank. Bought $OPBK $EBAY $SSNC $DBX. Considering $TRI. Reducing financials to 40% of portfolio. Had 50% gains on many banks. Closed them out. About to make a large real estate position"
X Link 2023-06-15T20:06Z [----] followers, [---] engagements

"Feeling very interested in real estate. Researching $HPP $SGR canada $VNO preferreds $BDN"
X Link 2023-06-17T13:56Z [----] followers, [---] engagements

"Banks like $OPBK $BSRR $CUBI $NECB that have highly invested employees and officers will outperform the banks where no one cares. Funny I say this because I own $MCB which has a history of officers not giving a ***k"
X Link 2023-06-20T20:39Z [----] followers, [---] engagements

"Have owned [---] $GBTC for a while. Cutting position in half and taking $1500 in profit. Long term bullish on Bitcoin but have no conviction. Happy to ride along with [---] shares but the movements in $MARA and $RIOT are delusional. Even the insiders know theyre screwed"
X Link 2023-06-21T15:43Z [----] followers, [---] engagements

"Its disappointing to see someones hill a stock to their followers describing numerous value and growth factors when the company is a dumpster fire. Do you really think $JPM $SYF and other lenders who manage $100+ Billion in consumer loans wouldnt develop internal 2/n"
X Link 2023-06-21T20:30Z [----] followers, [---] engagements

"After joyriding the subway for a few hours tonight I will be preparing two baskets of stocks: Short troubled tech (troubled as in has competitors e.g. $CDW) Long trouble real estate (new york / philadelphia / east coast real estate). Will post both after I enter"
X Link 2023-06-21T21:12Z [----] followers, [----] engagements

"Late to the office space $SLG $VNO $BDN :("
X Link 2023-06-26T16:45Z 13K followers, [----] engagements

"Massive wash sale losses from earlier this year but here is the short portfolio. Also own significant bear spreads on $NVDA $TSLA. Quant microstructure models saw a lot of hovering on the ask earlier today. Looks like someone on Tesla was happy to sell at the ask. Will see"
X Link 2023-06-26T21:17Z [----] followers, [---] engagements

"@tclaugus2 Indeed. Although I think an overlooked advantage of being my sized is that I can significantly change exposure with minimal market impact. Will see if these adjustments contributed outperformance at the end of the year If not $AOK retirement and fruity drinks await me"
X Link 2023-06-27T05:07Z 17.3K followers, [--] engagements

"Orders to purchase $BDN $VNO $SLG and $VRE. Overweight on Veris huge NYC apartment exposure. All my friends are moving to the city. Think itll be taken over at $19.50"
X Link 2023-06-27T19:39Z [----] followers, [--] engagements

"Might buy $15000 $LLY. Fomo is real"
X Link 2023-06-28T00:08Z [----] followers, [--] engagements

"Aggressive +35k Fixed +3k International +4k Vol -8k. Total +34k. Added $VNO and $SLG prefs. Double $GRVY. Pie chart of sector exposure attached. Keeping watchful eye on $WIRE $ATKR to purchase more. $DBI going well. $VRE an interesting play on people moving to NJ/NY"
X Link 2023-06-28T00:57Z [----] followers, [---] engagements

"Cut my winnings in $GBTC prematurely. Looking at $ETHE and another mystery one now"
X Link 2023-06-28T05:35Z [----] followers, [---] engagements

"$17000 today Aggressive +6 Fixed +6 International +3 Vol +2 Increased $CUBI $STRR by a significant amount. $CUBI now my largest position at [----] shares. Sold out of $AAT. Added $TOL $DBX $NFLX. Have $122000 in housing basket. Buying a refiner will reveal later"
X Link 2023-06-28T20:22Z [----] followers, [---] engagements

"I think either $VIA or $AULT will be delisted by the end of the year. Short fun size positions in both ($7000 VIA $1000 AULT). Good luck to the management team they are going to need it"
X Link 2023-06-28T20:23Z 13.1K followers, 15.5K engagements

"@sharpeshark After their recent acquisition of $SBNY loans at a 15% discount and their expansion into VC/PE lending I have raised by price target to $40. Probably stupid to buy now but I think I am underconcentrated so I want to increase exposure. With Tangible Book of [--] [--] is still nice"
X Link 2023-06-28T23:18Z [----] followers, [---] engagements

"@Kakashi_Capital Im long $CVS as well. Better risk to reward than walgreens"
X Link 2023-06-29T03:35Z [----] followers, [--] engagements

"Aggressive +36 Fixed [---] International Flat Vol +1. [--] total. Fixed had some issues today with numerous bonds looking into all of them and preparing to purchase more. Aggressive underperformed slightly but banks helped out. Added $IJR $IWM reduced $TLT $KWEB"
X Link 2023-06-29T22:06Z [----] followers, [--] engagements

"@gruust @BichonRedux Highly disagree To cut the preferred dividend would mean they also have to issue the common. For reference $SYF didnt even cut the common dividend or preferred during the covid crash. If synchrony were to cut the common the stock would open down 30% and the world must beending"
X Link 2023-07-08T06:29Z [----] followers, [--] engagements

"Sorry guys. Placing a bunch of trades now. [--] is $PARR and [--] is $SSNC. Will make a cute little write up on both after the close"
X Link 2023-06-30T19:51Z [----] followers, [---] engagements

"Trade #4: Sector: Technology LONG SSNC Technologies ($SSNC) [----] Shares @ [-----] Current Price: $60.60 Short Term Target: $65 EOY Target: $70 Reasoning - $SSNC has pricing power a devoted customer base and smart and involved founder with significant money on the line"
X Link 2023-06-30T21:22Z 12.6K followers, [---] engagements

"Lol I bought $60000 of my $VNO $SLG $VRE $BDN real estate basket but it wasnt enough. Seeing something early and forgetting about it is the story of my life. Im gonna start using OneNote lol"
X Link 2023-06-30T21:26Z [----] followers, [--] engagements

"Happy to report that my twitter friends sold near the highs and $VIASP has collapsed 33% since this tweet (plus I made up a nice chunk of my loss being short $VIA). It all works out in the end"
X Link 2023-07-09T02:46Z [----] followers, [----] engagements

"Very unusual activity among $BFH $SYF and $DFS. $BFH up with the rest down Seems like window dressing"
X Link 2023-07-01T03:02Z [----] followers, [---] engagements

"Good morning. Going back to sleep BUT Long Corem D $CORED in Sweden. 52% of their assets are NYC 15.2% on the $D class which has a fixed dividend unlike class A and B. Please note the D class are not preferred shares like $COREPREF but 15.8% is very tasty. Up $28000 SEK"
X Link 2023-07-08T02:44Z [----] followers, [----] engagements

"Ladies (doubt any gals follow me but hope there are some) and gentlemen you heard it here first on $CORED. At $136 the dividend yield is still above 14% but I wont be buying anymore above [---]. Target is $150 in a few months. Up $50000 SEK going to look for new ideas now"
X Link 2023-07-04T18:29Z [----] followers, [----] engagements

"@ragnarisapirate Probably me as well. Still have some"
X Link 2023-07-07T02:57Z [--] followers, [--] engagements

"Portfolio Additions this week: $NETI $BALY $SAVE $CAL Considering $MGM $MFIN $HPE $AAOI (missed the boat) Sold $MDB after a good run. Think it is overdone. Long Crude Copper Soybeans and [--] Year Bond. Also long [--] year girls (not pleased am down [----] pounds and stuck)"
X Link 2023-07-07T21:10Z [----] followers, [----] engagements

"@TannerP03345759 We shall see. I think there will be a huge demand for data center ssds. Specifically nvmes. I am more comfortable purchasing $HPE. As someone who uses the cloud significantly I can confidently say it is wildly overpriced. Eventually the big guys will buy their own equipment"
X Link 2023-07-09T02:21Z [----] followers, [--] engagements

"The $TSLA fanboys are getting close to the $MMTLP communitys level of delusion"
X Link 2023-07-09T05:30Z [----] followers, [---] engagements

"HUGE NEWS in my opinion. $MSFT + $AAPL + $NVDA + $AMZN + $TSLA = 43.815% of the Nasdaq [---]. A special rebalancing has just been announced. They will be reduced to a 38.5% weight thus a 13% reduction in weight. Continues to encourage my thesis of a small cap summer. @Citrini7"
X Link 2023-07-09T20:36Z [----] followers, 42K engagements

"@JamieMKeynes @Citrini7 That is essentially my entire [--] M aggressive portfolio. [--] % Small [--] % Mid [--] % Large and short [--] % $NVDA $CDW $AAPL $MSFT $CRM and a few others"
X Link 2023-07-09T20:40Z [----] followers, [----] engagements

"@JamieMKeynes @Citrini7 I have been burned on $MSFT but think generative AI poses a threat to its businesses. Also dont really get azure used to use it and the pricing is outrageous"
X Link 2023-07-09T20:56Z [----] followers, [--] engagements

"Short $366000 NQ as a result of the rebalancing news. Hope $IJR and $IWM dont embarrass me tomorrow"
X Link 2023-07-10T00:31Z [----] followers, [---] engagements

"Im whining like such a little mouse. Sorry guys. Normal Chief Inspector Cluseau will be back after five hours of rest. I could be in a snickers commercial in my current state. Sleep instead of hunger you get it"
X Link 2023-07-10T07:36Z [----] followers, [---] engagements

"Who couldve seen this coming In all seriousness closed my intraday addition to my short positions for a tasty $3000 gain. Not really a short guy but am short $300000 total as a medium term hedge. Hard to see to much upside on these for the next two weeks"
X Link 2023-07-10T15:15Z [----] followers, [---] engagements

"+$82000 today Shoe / scanty clothes basket doing well ( $CAL $DBI $VSCO) Compiling a gaming / entertainment basket ( $SPHR $BALY) Considering vici properties as well Added to consumer finance baskets with $BFH and $JFIN deregulatory headwinds. Announcing trades [--] soon"
X Link 2023-07-10T22:29Z [----] followers, [---] engagements

"Assembling regional bank basket going into earnings season as well. $MCB leads the way. Anyone know of any regionals that report before $MCB. Im too cheap to pay for earnings calendars. What a miser"
X Link 2023-07-10T22:29Z [----] followers, [---] engagements

"@value_invest12 Congratulations on $CVNA turning out so well. I sold the Jan [----] [---] Puts earlier this year and bought some bonds at [--] cents on the dollar. Made 60% but for all the effort I shouldve just bought the stock lol"
X Link 2023-07-11T02:32Z [----] followers, [--] engagements

"Pet peeve: obviously one man twitter accounts announcing positions as WE are long instead of I am long. Cmon man everyone knows we are one man shows on Twitter"
X Link 2023-07-11T02:39Z [----] followers, [---] engagements

"Closed $AULT gain for 52% Wonder if this is what Gabe Plotkin did on a larger scale before he got memed"
X Link 2023-07-12T02:13Z [----] followers, [----] engagements

"@irbezek @RodAlzmann How tough is the borrow rate"
X Link 2023-07-12T05:20Z 42K followers, [---] engagements

"Hello everyone. Not trying to be a show off jerk but proud to say I have crossed $8 and have now made back all my [----] losses. All time high"
X Link 2023-07-13T02:16Z [----] followers, 10.4K engagements

"Was up 100k at one point but got coolered towards the close. Deposited 100k. I like housing small banks $NOK and $PLN. Portfolio additions: $BALY $VIPS $NETI (ultra high conviction) $LXU $BFH $MOMO $MCB and $EGBN Reductions: $APLD (sold out) $JBLU (cut to 0.25%) $PARR"
X Link 2023-07-12T20:11Z [----] followers, [----] engagements

"Please to announce trade #8. Bread Financial $BFH Current Price: $34.77 Position: [----] shares at $28.16 Short Term Target: $37 EOY Target: $42 After a series of missteps $BFH was left for dead. They have recently returned to profitability and are on track to pay down"
X Link 2023-07-12T20:15Z [----] followers, [--] engagements

"Their main competitors $DFS and $SYF trade at premiums to book value. (mostly $DFS). Credit card lending is a risky business but with the economy intact defaults shouldnt be too bad. Very risky but ultimately I think one of their larger competitors will buy them out"
X Link 2023-07-12T20:21Z [----] followers, [--] engagements

"@Aureliusltd28 I like $CMA but the company is poorly run. Insiders collecting $10 Million salaries but only own $2 Million in restricted stock. Seems like they dont have confidence"
X Link 2023-07-12T20:25Z [----] followers, [--] engagements

"Update to Trade #1: $CUBI has increased 17.1% since my last post. I have expanded the position to [----] shares at [-----] but will not be purchasing any more as the position is now $200000. Interesting to see if $CUBI marks $SBNY purchase at market or records a $60 Million gain"
X Link 2023-07-12T21:56Z [----] followers, [--] engagements

"Considering shorting $ARES. Smart guys but they jammed almost $1 Billion of clients / their own money into Frontier $FYBR and are now down approximately $550 Million. Horrible investment $KKR $TPG $CG trade at a discount"
X Link 2023-07-14T21:11Z [----] followers, [---] engagements

"Considering shorting $SBAC yet again"
X Link 2023-07-18T03:24Z [----] followers, [---] engagements

"@junkbondinvest $CCI and $SBAC have a lot of Atnt exposure. Crown castle has a huge fiber network is it possible they used Lead pipes too If they did all these companies will have huge capital expenditures to dig up and re bury new lines. Funny thing is $USM should be ok"
X Link 2023-07-18T03:28Z [----] followers, [---] engagements

"@ReitBros Lol $SBAC is in for a rude awakening. Try servicing that debt when your clients fiber networks are getting redug"
X Link 2023-07-18T03:35Z [----] followers, [---] engagements

"Changed my mind definitely shorting $SBAC at 0.25% weight tomorrow its overvalued anyways despite this lead pipe news"
X Link 2023-07-18T03:36Z [----] followers, [---] engagements

"Another excellent day: +$85000 Today I will do something rare and post almost all the trades I made in the images below Largest purchases: $HPE $OPBK $RGBN $JFIN $MSFT $NETI Fat finger trade cost me $4000 today. Need to sleep more and stop being a tech crybaby"
X Link 2023-07-18T20:28Z [----] followers, [----] engagements

"@StocksOddball $CUBI $OPBK $BFH (not really a bank) $EGBN $MCB. Too many to count lol. Main positions are $CUBI and $NECB. Smart insiders successful track record and significant ownership by management with a history of churning out results"
X Link 2023-07-19T02:32Z [----] followers, [----] engagements

"@Citrini7 Wtf is PEN. Peruvian sol"
X Link 2023-07-19T04:15Z [----] followers, [----] engagements

"For those who dont want to scroll through the real estate basket is $SLG $VNO $BDN with 2x weight on $VRE for residential exposure"
X Link 2023-07-21T03:38Z [----] followers, [----] engagements

"@Astervox42 Huh How was cubi bailed out"
X Link 2023-07-20T04:39Z [----] followers, [---] engagements

"Gave up on $DFS. Lucky to have sold at [---]. Management is incompetent + cancelled share buyback due to legal risks from misclassifying revenue since [----] = Cluseau Is Out. Weight from 1% - [--]. Cutting a lot more today"
X Link 2023-07-20T16:02Z [----] followers, [--] engagements

"Hi everyone. As promised here are the $1300000 in sales and $130000 in purchases. Pared down some positions to book $60000 in gains. Despite overwhelmingly selling I was a buyer of: $AMR $ARCO $BFH $CVS $HMST $PARR $REFI $SAVE $SNEX $VIPS and some mystery ones"
X Link 2023-07-29T12:31Z [----] followers, [----] engagements

"Taging some friends: @gruust @InaTailHedged @Kakashi_Capital @junkbondinvest @roguewayv @astridwilde1 @aureliusltd28 @ArchiteuthisDx In typical fashion this tweet will likely not be seen by anyone but if it is let me know if you have thoughts on any of the sales"
X Link 2023-07-21T03:38Z [----] followers, [---] engagements

"In hindsight it wouldve been common sense to realize ozempic lowers demand for popular weight loss surgeries which is not good for $ISRG"
X Link 2023-07-21T05:15Z [----] followers, [--] engagements

"@TrentBlair19 Only microcap I found attractive this year was $BDCO. Sold out and cant find anything else. Any ideas"
X Link 2023-07-23T00:47Z [----] followers, [---] engagements

"@JulianKlymochko Cause you dont get them lol"
X Link 2023-07-22T05:18Z [----] followers, [---] engagements

"@SiweiYang What Chinese tech names do you have I have an equal weight basket of $WB $MOMO $VIPS"
X Link 2023-07-24T17:24Z [----] followers, [---] engagements

"Heard on Twitter and I agree. Crude / Commodities / Wheat blowout is not good for the upcoming CPI print. Recent moves may contribute 0.1-0.2 to noncore. Holding tech short for now think earnings will have to be insanely good for tech to blowout"
X Link 2023-07-24T19:02Z [----] followers, [---] engagements

"Friendly disclaimer I do not give financial advice. Any trades posted should not be followed consult your tax and financial advisers before any decision etc. Investing carrys high risk - i merely post my own activity conduct your own research before any decision"
X Link 2023-07-25T03:39Z [----] followers, [---] engagements

"Trades today. VWAP Buy $IP $MMM $NETI $LPG $CACI VWAP Sell (Ever so Slightly) $AFCG $HIMS $WIRE Losing conviction on $HIMS and $WIRE. May cut to [--]. Think people think $WIRE is related to the lead piping telecom disaster Are copper wires are coated in lead"
X Link 2023-08-03T16:02Z [----] followers, [----] engagements

"Buying $DISH tomorrow. Time to stir the pot"
X Link 2023-07-25T22:54Z 17.3K followers, [----] engagements

"$BFH ✅ $FFWM ✅ (wow) $BWB ❌ (Results werent that bad Im sitting on the bid) $SSNC $CUBI $HMST $EGBN to go and then earnings season is pretty much finished for me"
X Link 2023-07-27T13:56Z [----] followers, [----] engagements

"Have been right on every major earnings call except for $SSNC. Why would $HMST schedule earnings for Friday but have the call on Monday morning Own $75000 cutting to $15000 now. Good luck to all. It's cheap but going with my gut on this one. Bad feeling"
X Link 2023-07-28T19:54Z [----] followers, [----] engagements

"Continued. To my surprise Lula who ran as a left wing (mildly eat the rich etc) candidate has warmed up to the oil and gas industry. With low unemployment and inflation under control Brazil is able to cut benchmark rates from 13.75% to [-----] or lower. I think"
X Link 2023-07-31T20:17Z [----] followers, [----] engagements

"@loneelmcapital How could $VNO go bankrupt. Too big to fail for many NY banks. Theyd find a silly way to keep it afloat if it really was going to crash"
X Link 2023-07-31T23:05Z 17.2K followers, [---] engagements

"@jeromeuzoziri $PYPL is sorta fully grown. $GPN just blew out results. Think return profile is skewed to the upside. If revenue is flat and profits decline maybe we get to [--] or [--]. If growth picks up and profits double we could easily get to $25. Strengthening real helps"
X Link 2023-08-01T15:45Z [----] followers, [---] engagements

"Pleased to announce high conviction trade #17 my [--] name Kazakhstan basket which I have allocated $72000 to in a 3-2-1 split. Components: $KSPI - 50% Weight - Kaspi $HSBK - 33.3% Weight - Halyk Savings Bank $KAP - 16.6% Weight - Kazatomprom KSPI trades at a Forward P/E of 9"
X Link 2023-08-01T16:30Z [----] followers, 11.5K engagements

"Everyone will likely laugh at me for this but I am buying $LUMN at 0.5% weight and $ELF at 0.25% weight before earnings. Also increasing $AMD from 0.5% to 1% weight. Always dumb to try to guess earnings but I like all of these names"
X Link 2023-08-01T19:29Z 12.1K followers, [----] engagements

"Mind blowingly stupid trade to buy $LUMN. Just awful. I deserve to be punished for buying a business that refers to their segments as grow nurture and harvest. This is what happens when you hire a glorified marketing major to run a company"
X Link 2023-08-01T20:20Z [----] followers, 15.2K engagements

"$AMSC $GPN and $PAGS helping today. Weirdly tired and anxious today. Calling it a day. Underperformed pretty much every broad based benchmark. Added some $RBB and $NETI buy obviously the trend is downwards"
X Link 2023-08-01T20:27Z [----] followers, [----] engagements

"@private_dataguy Shouldve made $ELF 1% and stayed away from LUMN. I dont know why I follow it I have literally never extracted any money from it"
X Link 2023-08-01T21:51Z [----] followers, [---] engagements

"Tomorrow I have earnings $BALY and $FOUR both longs and then earnings season is finished for me. Of course $AAPL is the big fish. Think they will beat but will it be enough Short some Sep [---] calls really dont think they can make it past there"
X Link 2023-08-02T21:02Z [----] followers, [----] engagements

"Great day today. +$5000 overall and $15000 in US. Retreating to only my highest conviction picks: Real Estate: $BDN $IIPR Banks: $CUBI $OPBK $MBIN Energy: $PARR $SDPI Fintech: $JFIN $PAGS Loans: $CPSS $AFCG Industrials: $IP Retail: $DXLG Technology: $GRVY Financials Services: $BGC $HGBL $SNEX Sold $CVS. Probably dumping everything else before the close"
X Link 2023-08-03T18:33Z [----] followers, [----] engagements

"Looking at the options chains interesting stuff. Before $NVDA $GOOGL $META earnings options skew was significant for calls. Today $AAPL and $AMZN seem to skew towards puts. Higher demand for protection or do market makers think upside is limited"
X Link 2023-08-03T19:35Z [----] followers, [----] engagements

"Headlines in [--] minutes. From Meowshid bin Cluseau my alter ago. DJ: "APPLE MARGINS ADJ EPS [----] BEAT EST [----]. VOLUMES DOWN GUIDES LOWER Q3. DOWN 1% AH" DJ "AMZN ADJ EPS [----] MISS EST [----]. AWS MARGINS BEAT BY 2% BUT Q3 REVENUE GUIDES 3% BELOW MID. DOWN 4% AH""
X Link 2023-08-03T19:48Z [----] followers, [----] engagements

"$AAPL short: +$1975 $AMZN short: -$1973 Total: [--] bucks Much more convicted to my Apple short than my Amazon short. Nice to finish the day up. Overall was relatively flat due to fixed income. Done for the week. Cluseau our"
X Link 2023-08-04T15:29Z [----] followers, [----] engagements

"Gentlemen pleased to announce high conviction trade #17. I am long [------] shares of Human Health Holdings $1419.HK a leading provider of private luxury general practitioners and medical facilities in Hong Kong. The medical practice is closely held (72%) by insiders and the"
X Link 2023-08-04T04:31Z [----] followers, 25.1K engagements

"I am assembling a basket I call slcf. Student Loan Cluster ****. Jotting down the names middle income college aged white girls swipe daddys cc at. Current List: $LULU $SBUX $DNKN $DASH $ABNB $UBER $AAPL Contenders: $ETSY $NKE $DECK $FIZZ Open to any ideas"
X Link 2023-08-04T20:31Z [----] followers, [----] engagements

"@private_dataguy I agree. Totally missed $CMG. Any other similar ideas Looking for really stupid stuff like Lacroix expensive car rides etc"
X Link 2023-08-04T21:01Z [----] followers, [---] engagements

"Initiated a long $TLT position of $50000 today. Saw some fund manager predict single digit $TLT. Assume he is kidding but if he is serious hes a clown. Gonna add $25000 in $TLT every point below [--]. Not financial advice"
X Link 2023-08-05T01:42Z [----] followers, [----] engagements

"@cam_perrault Idk the 2pm $AAPL sell program seemed a little desperate"
X Link 2023-08-05T06:12Z [----] followers, [---] engagements

"Second place in worst Press Releases this quarter (after $LUMN) goes to $DOCN. Destroyed $1 Billion in equity over the last two years No problem. Just remove subtotals on the balance sheet. Side by side comparison of Q1 and Q2 press releases"
X Link 2023-08-06T05:01Z [----] followers, [----] engagements

"@NickTheStoic Probably right. Although with 4% rebate rate to short with t interest rates this high"
X Link 2023-08-06T23:07Z [----] followers, [--] engagements

"Statement from Meowshid Bin Barrel Special Situations Director: "I blew my Pacwest and Crude winnings on my newest wife. I should turn her driver's license off. Can you believe Lululemon burkas are so expensive Just bought three wheats (100k USD).""
X Link 2023-08-07T00:33Z [----] followers, [----] engagements

"Hearing from friends in NYC mostly mid 30s guys that many of them have gotten the 'rona. If this is indeed more than a coincidence there may be an asymmetric payoff to a few names. Will discuss tomorrow morning after I enter. Allocating 60k to a basket"
X Link 2023-08-07T05:14Z [----] followers, 40.5K engagements

"Hello gents. Fine afternoon we are having. My short basket is: $MARA $AAPL $ARES $UBER $CVNA $MSFT (questionable) $ORCL (questionable) $AMZN $TSLA $SBUX $CDW. Meme shorts are $FRCB (equity has no value) $YELL"
X Link 2023-08-07T15:32Z [----] followers, [----] engagements

"Hello everyone. Just drank some coffee and waiting for it to hit so I can use the bathroom (hehe) thought I'd do a little write up today. Some humor. In typical fashion I sold [----] $CUBI and it moved $1 immediately. Nice. Knowing the dip buyers the market could easily close up [--] points. Before going on a Cluseau rant I want to clarify the usual permabears (Schiff Kiyosaki some other fintwit accounts) are probably gloating over the move today but being a bear in the long run is silly. Markets go up (at least in the US where corporations are run for the shareholders). I have hit essentially"
X Link 2023-08-08T17:02Z [----] followers, [----] engagements

"Breaking Statement from Meowshid Bin Cluseau: Our special military operation continues [---] points in Nasdaq territory. The culprits ($AAPL $NVDA) remain on the loose. We will withdraw (cash out) once these inflated fugitives are brought to swift justice (bubble burst)"
X Link 2023-08-09T15:42Z [----] followers, [----] engagements

"Finally sitting down. Got a Coke Zero sugar and feeling close to 100%. Really ain't that bad. Just a runny nose. Interesting to see if the market is coiling up for a blowout tomorrow or if it fades later today. Frankly think CPI needs to be 0.1% for a rip"
X Link 2023-08-09T19:19Z [----] followers, [---] engagements

"How it feels to check on the prices of $PARR and $AKAM after I sold"
X Link 2023-08-10T00:48Z [----] followers, [---] engagements

"@ThePythonQuant Of course its an FX bet He probably realizes With the exception of Japan how can performance not be boosted by currency appreciation"
X Link 2023-08-10T06:04Z [----] followers, [---] engagements

"Day going exactly as anticipated. Sitting on $4.2 M Cash. Currently have net exposure of +15% including my short exposure of 6%. Any feedback on any of the names is appreciated. I took a basket approach so I don't know them intimately"
X Link 2023-08-10T17:37Z [----] followers, [----] engagements

"Worst press release this quarter: [--]. $FGBI Stop CRYING over spilt milk. Lets be TOUGH [--]. $LUMN Our segments are grow nature and harvest [--]. $DOCN leaving subtotals off assets and liabilities so you dont notice negative equity [--]. Equally bad"
X Link 2023-08-10T19:19Z [----] followers, [----] engagements

"Purchases today: $PARR $MPX $CVS $DBI Sales today: $GNE High Conviction Action: $PARR is back. Quit on $PAGS at 10% loss. Now that $GNE is up big trimming the position to 90k. Bought more $BFL.AX Repatriated 100k FX. I like UK stocks but lets be honest country is a joke"
X Link 2023-08-11T17:04Z [----] followers, [----] engagements

"@Aureliusltd28 @thebankzhar @CorpusCol @OurBank3 @TimyanBankAlert @chasesfish @colarion @Ron284Ron @SteveChuck5 If it was there I wouldve picked it. $37 and change right now if it hits $36 I will enter again and buy a full position. Right now Im squatting on cash"
X Link 2023-08-11T23:28Z [----] followers, [---] engagements

"@SteveChuck5 @Aureliusltd28 @thebankzhar @CorpusCol @OurBank3 @TimyanBankAlert @chasesfish @colarion @Ron284Ron Chinese banks abroad and here dont tend to do well. Only exception is $EWBC which is so-so"
X Link 2023-08-12T04:45Z [----] followers, [--] engagements

"Unfortunately I am now down $210000 from my all time high about a month ago. Only 2.5% drawdown vs 4.7% on the Russell. Still applying the emergency breaks. Dont want to double down like I did in [----] and create a 10% hole. Organized retreat"
X Link 2023-08-14T14:30Z [----] followers, [----] engagements

"@colarion I just sold hence I no longer have an opinion but your buyback statement isn't really applicable. For mainland board constituents (as opposed to HKEX) buybacks can only begin after a company falls 25% in [--] consecutive days. Tough to trigger"
X Link 2023-08-14T15:42Z [----] followers, [---] engagements

"@TheReal50972902 @InaTailHedged I do not hedge interest rate. More than half of the preferreds I own are floating and now move with SOFR. The others are usually debt with maturities under [--] years and YTMs of 8%+. Interest rate risk is less significant than company risk"
X Link 2023-08-14T18:45Z [----] followers, [--] engagements

"@InaTailHedged This is gonna sound idiotic but every time I trade a stock I check IB to see if they have a preferred. I end up buying preferreds on my high conviction picks. Once I sell I usually hold the preferred if the yield is attractive enough. Did it recently with $VNO "
X Link 2023-08-14T19:41Z [----] followers, [---] engagements

"@SiweiYang No idea. I made this trade when $UPST was [--]. Paid $2.72 max payout was $12.50 at $47.50 and $2.50 below $45. Didn't think my short would pay out so much so quickly. If $UPST squeezes to $47.50 I'll be a happy guy. Otherwise I wasted $22 bucks"
X Link 2023-08-14T20:12Z [----] followers, [---] engagements

"Would be a buyer of $DFS at 90"
X Link 2023-08-15T13:56Z 12.1K followers, [----] engagements

"Woopity doopity doo. Coffee hitting HARD BABY. Current cash pile is $5178000. Would be interested in the following at the below levels: (some levels are far (20%) below current)). Not advice $CUBI $35 $BFH $32 $DFS $85 (Moved previously from $90 - Company has problems with [--] - the popo) $ALLY $24 $OPBK $8.50 $NECB $14.50 $HMST $3.00 (lol) $MBIN $26 $NBN $35 $WAL $42 $RBB $11 Real Estate: $AFCG $11.50 $BDN $4.50 $VNO $13 $BXMT $17 $IIPR ($70 - I own [----] IIPR-PRA much better investment getting about 9% and the preferred issuance is $15 Million ahead of $2.24 Billion in Equity - Unlikely to be"
X Link 2023-08-15T16:24Z [----] followers, [----] engagements

"🚨🚨🚨CAPITULATION POLICE🚨🚨🚨🚨 Fellas if you are looking for a signal that works 9/10 times (not guaranteed) here it is. I just capitulated in Asia and also on the Yen and Yuan. Let 'er rip. P.S. Not advice obviously"
X Link 2023-08-16T06:03Z [----] followers, [----] engagements

"Higher for longer. You heard it here first"
X Link 2023-08-16T17:58Z 28.7K followers, 37K engagements

"My anxiety levels are thru the roof due to some personal issues I am having today. Man would be great to have a green day for the first time in a week. Doubt it tho"
X Link 2023-08-16T18:31Z [----] followers, [----] engagements

"Pulled a real rabbit out of the hat today: +$2000 Was distracted from market until [---] liquidated a lot of preferreds. I own no banks / real estate. Shorted Archer Aviation First green day in a while"
X Link 2023-08-16T20:29Z [----] followers, [----] engagements

"Altitude graph of Japanese fighter plane approaching the USS Nevada (1944 colorized)"
X Link 2023-08-17T00:23Z [----] followers, [----] engagements

"@junkbondinvest Recently probably $LUMN. Bought right before earnings and boy did I learn not to trust nurture harvest etc. Overall probably Tencent have held for three years and lost [--] percent"
X Link 2023-08-17T16:17Z [----] followers, [---] engagements

"@DakotasTwits @junkbondinvest Oh I definitely have. I mention Tencent because I kept waiting for a turnaround and had my hopes up. Pretty much all my investments in China have been long term and all of them are down. Banks China Feihe all of them. Not advice"
X Link 2023-08-17T16:22Z [----] followers, [---] engagements

"For the Fixed Income Guys & Gals. Organizing my thoughts here. Probably a sign the low is in (since I have the same comedic value timing of Cluseau himself) but over the past three days I have sold the following. Reasoning below after list: [---] ABR.D [----] ABR.E [----] AGM.E [---] AGM.F [--] AGM.G [---] AGNCP [--] AHL P.D [---] AL.A [---] ALL.J [----] ALTG.A [---] ASB.F [---] [---] ATH.D [----] ATLCL [----] ATLCP (just finished the A's lol) [---] BAC.B [--] BAC.L [---] BAC.P [----] BEPH [---] BHFAN [---] BIP.A [----] BIP.B [--] BIPI [----] BNJ [----] BPYPN [---] BPYPO [----] CMS.C [---] CSCWZ [---] CUBI.E [----] CUBI.F [---] DCOMP [---] EP.C [--] GAB.H"
X Link 2023-08-17T17:51Z [----] followers, [----] engagements

"Vix at [--] still seems a bit low. I hate permabears but it is interesting to note that I have not seen any wide scale capitulation in both the names I follow and the quant models"
X Link 2023-08-17T19:02Z [----] followers, [---] engagements

"Another great day on Cluseau street. Good afternoon to all of you Hunkered down with 77% cash to weather the storm. Small short positions doing very very well. What % long are you Investigating mortgage originators $PFSI $COOP $RKT for potential short"
X Link 2023-08-17T22:23Z [----] followers, [----] engagements

"Where is that Japan Central Bank 225% Debt to Gdp Lets-Keep-Rates-Capped-0.5-Spirit"
X Link 2023-08-18T07:01Z [----] followers, [---] engagements

"Nibbling today at 0.25% weight each: $CUBI $CAAP $AMPS $PARR $VIPS $CUBI is like a Greek Siren to me. Can't resists. Doesn't feel right not owning a teeny tiny bit"
X Link 2023-08-18T19:42Z [----] followers, [----] engagements

"@bioguru1986 Lol $54 Billion market cap. Low float for sure"
X Link 2023-08-19T04:19Z [----] followers, [--] engagements

"About $500k in late [----]. Was a tech nutcase ($TQQQ LEAPs etc) until [----] when I realized if I blew up theres no way Id be able to do it again and my life would be over. Have been attempting to be a gentlemen investor ever since. Have gone back to my roots in financials and refiners honestly think with prudent research its possible to generate close to tech returns. Not advice"
X Link 2023-08-21T07:26Z [----] followers, [---] engagements

"✌out Collection of autistic moves here"
X Link 2023-08-21T19:02Z [----] followers, [----] engagements

"Gentlemans Idea #1: Stonex Group $SNEX Allocation: $30000 Current Price: $98 Target: $120 Stonex Group preciously INTL FC Stone is a sleepy Futures Brokerage that has rapidly evolved into one of the largest agricultural and metals traders in the world. Offering access to essentially all markets Stonex provides brokerage services custody payments and specializes in market making in grains live animals (cattle hogs etc) and metals around the world. Since [----] earnings have grown 400% and revenues 150%. With nearly $300 Million in insider ownership management is sufficiently incentivized to not"
X Link 2023-08-22T02:27Z 31.1K followers, 66.2K engagements

"I think Nvidia will blow out results. Revenue of [----] B rosy guidance etc. I dont think itll be enough to get the stock to jump. Short [--] shares very small position"
X Link 2023-08-23T05:32Z [----] followers, [----] engagements

"There are days I am down $150k and dont bat an eye and there are days Im down $3000 and have a blowout. This is one of those days. Hedged a lot of Friday to enjoy vacation but now it blew up in my face. Sad Cluseau today 😿😿😿"
X Link 2023-08-23T20:21Z [----] followers, [---] engagements

"Little rat - an Opera in two acts (Gayed is the PM of $ATACX)"
X Link 2023-08-24T06:01Z 35.7K followers, [----] engagements

"@DakotasTwits Idk most of my buddies dont need gpu acceleration"
X Link 2023-08-25T02:46Z [----] followers, [--] engagements

"@sameas_myname Not sure actually. Up until recently I owned some $BZH. Truth is with commodity prices down homebuilders can still churn out sizable profits. I think some high flyers like $NVR will be in trouble. Seems sentiment is tilted towards to negative side"
X Link 2023-08-25T15:35Z [----] followers, [---] engagements

"@Astervox42 I think a few banks like $CUBI and $WAL are special due to deposit sources. $CUBI now has a venture finance business and $WAL has a significant source of zero cost deposits from home owners associations. Still I agree with you. People want 3%"
X Link 2023-08-25T15:36Z [----] followers, [--] engagements

"Think I'm more convicted to my shorts than to my general market combination hedges. Might close the hedges (-300k delta) and just sit on my 500k short positions. Problem is many of the shorts are shitcos and entirely uncorrelated with the market (looking at you $ACHR)"
X Link 2023-08-25T15:42Z [----] followers, [----] engagements

"Sent from me from @agnostoxxx $BETR is down 91% since the SPAC deal closed two days ago. Pisses me off a bit because I didn't know it was going public on Wednesday it had a market cap of $17 Billion larger than $PFSI + $COOP combined. Need a BB terminal lol. $17 to $1"
X Link 2023-08-25T15:51Z [----] followers, [----] engagements

"Just saw DocSend by Dropbox in action. Have a feeling Dropbox will begin competing with DocuSign. Just a weird hunch. $DBX vs $DOCU"
X Link 2023-08-25T20:13Z [----] followers, [----] engagements

"Full long portfolio enclosed. $645000. Still very tiny relative to usual weight ($5 Million). Feel free to criticize. $CUBI and $AMPS totals off. I'm old school will update at end of day. Sheet is not linked lol"
X Link 2023-08-25T20:23Z [----] followers, [----] engagements

"$CHGG seems like a great LBO. Pay a 25% premium (1.35 Billion) fire all the executive staff milk $250 Million Operating Cash Flow for [--] years (probably closer to $350 Million excluding share based compensation for those programming geeks who add little value) etc"
X Link 2023-08-27T21:42Z [----] followers, [--] engagements

"@WeddelExp Honestly I think British stocks in general are a little cheap. Have no positions aside from PLUS [---] (which is actually Israeli but just listed in London). Nonetheless I think $BCS and $LYG are pretty attractive. Only concern is what happens to [--] year British debt"
X Link 2023-08-28T03:23Z [----] followers, [--] engagements

"Absolutely stunning insight. Rare to see such deep analysis available for free especially for a special situation trading at a 60% to the mainland listing. Alan recently outlined a special dividend situation that according to my calculations would've made 3-4%. Shame I didn't have a position. The pitch is compelling and his account is worth a follow. Note: Although I have no position in 390D I am keeping a close eye on it"
X Link 2023-08-28T03:29Z [----] followers, [---] engagements

"I haven't traded a big bank in [--] years. (In my head $ZION and $CMA don't count). Have to say been picking up [----] $CUBI recently but $C at [--] C'mon man "
X Link 2023-08-29T04:27Z [----] followers, [----] engagements

"Sending some energy to my Argentinian Senor Sideburns Javier Milei. What an alpha male haircut"
X Link 2023-08-30T15:06Z [----] followers, [---] engagements

"I rage quit closed my shorts yesterday but I am reopening $ABNB at 0.25% weight and adding $MSTR. My thesis is simple if Bitcoin ETF's are approved why own $MSTR Sort of a silly company buying Bitcoin at a premium to book with significant overhead expenses"
X Link 2023-08-30T18:11Z [----] followers, [----] engagements

"Weed move should be sizable tomorrow. Compiling list of cannabis reits. Anyone know any publicly traded growers who dont suck"
X Link 2023-08-31T02:15Z [----] followers, [----] engagements

"@SEC_digger Lol $SYF $DFS leading the pack but their provisions are one giant house of cards. Nycb is impressive"
X Link 2023-08-31T06:47Z [----] followers, [---] engagements

"@zijoitus It used to be one of the only proxy's but now with BITO and perhaps spot Bitcoin etfs it doesn't really make sense to own Microstrategy"
X Link 2023-08-31T17:07Z [----] followers, [--] engagements

"Preliminary orders for today all VWAP numbers in thousands of $. Have a flight today so relatively uneventful day. Explanation after tickers. Financials / Real Estate: Buy [---] $IIPR Buy [---] $OPBK Buy [---] $AFCG Sell [---] $WAL Sell [---] $JXN Short [--] $NECB Sell [--] $BITW Energy: Buy [---] $PARR Buy [---] $AMR Consumers: Buy [--] $BWMX Buy [---] $BYD Buy [---] $CAAP Technology: Buy [---] $GEN Short [---] $MARA Short [---] $MSTR Short [---] $BTDR Industrials: Buy [---] $PSHG If you disagree with any of the decisions let me know always open to reconsider. Up until recently $NECB was a top performer someone pointed out"
X Link 2023-08-31T18:10Z 11.6K followers, [----] engagements

"@ArchiteuthisDx I should've listened to him all along. his weed REIT idea $IIPR blew up. Unfortunately I gave MeowBank my ear he convinced me not to buy much $IIPR. He will be executed tomorrow at dawn unless meowshid spares him"
X Link 2023-08-31T20:12Z [----] followers, [--] engagements

"Can my bad timing single handedly stop the $EOSE short squeeze that is imminently approaching Time will tell"
X Link 2023-08-31T21:03Z [----] followers, [----] engagements

"Apologies to the $EOSE longs. Just high ticked it. Now that I own it it can only go down"
X Link 2023-08-31T21:12Z [----] followers, [----] engagements

"Flight it about to take off (I mean a literal plane not the market figuratively). Added another [----] $EOSE. Tempted to make my entire account one of those 🔋ones lol. How do I get the battery emoji they use Own [-----] shares (0.02% of the company) Fun Cluseau out"
X Link 2023-08-31T23:35Z [----] followers, [----] engagements

"Cluseau out baby On vacation yet again +$37305 for the week. Didn't match my small cap benchmark but hey you win some you lose some. Off for the weekend seeya next week If it wasn't for being comically mistimed on $EOSE would've made a clean [--]. Lesson learned"
X Link 2023-09-01T20:05Z [----] followers, [----] engagements

"Down $35000 0.41% for the day. Was just invited to wine at her place. Gonna go. Trying to figure out if I love her or if Im just jealous of her being with someone else. Mix of both Sorta funny how no matter how much money you have the game of life is the same"
X Link 2023-09-05T22:12Z [----] followers, [----] engagements

"Can I get as many NYC bar recommendations as possible Who knows I might be at one 👀👀"
X Link 2023-09-07T00:15Z [----] followers, [----] engagements

"Just saw $AAPL was down 3.5% today. I closed my short on Friday lol. We need CNC on CNBC Cluseau and Cramer. Not consensual non consent you sick fucks. Thats what my small caps do to me I play with them even though the outcome is usually the same"
X Link 2023-09-07T00:48Z [----] followers, [----] engagements

"@AltaFoxCapital The entire greek shipping sector with P/Es under [----] These clowns never met an ATM they didnt like"
X Link 2023-09-07T03:05Z [----] followers, [---] engagements

"Imagine the collapse of the US tech bull run begins not due to 5% interest rates but China banning iPhones for governmental use"
X Link 2023-09-07T05:34Z [----] followers, [----] engagements

"Okay. Cluseau Reality TV Update. Here goes. Sections: [--]. Caffinated Market Thoughts [--]. Drugs [--]. Girls [--]. Market but More Serious [--]. Moving to NYC [--]. Caffinated Thoughts: Before getting into the sleaze Jefferies Patience is an excellent algorithm. Got filled at the mid on many names today I recommend. Very slow but impressed with its performance. Also shorted [---] $PDD after reading a short report. Nice $136. Thank you @ResearchGrizzly Just drank some coffee just shorted [---] more. You may not believe this but up until July I never drank coffee. Maybe a cup here and there but it really only"
X Link 2023-09-07T15:50Z [----] followers, [----] engagements

"@AT0266 It's out. I keep thinking your username is AT1 and a credit suisse joke"
X Link 2023-09-07T15:53Z [----] followers, [--] engagements

"@ChrisMozach Is your portfolio actually 95% short $AI. If so lucky. Can't find any shares to short today"
X Link 2023-09-07T15:54Z [----] followers, [--] engagements

"L F G. Show me the money baby. I'm caffinated and delusional. Did you really think meowshid would let me down Even when I'm a simp the prognosticator has my back. Very disappointed in myself over $DBI. Schottstein is a smart guy with 100's of millions on the line. Of course he did well. Can't catch them all I guess. Getting wasted tonight for sure. P.S. I keep flushing 1000's of bucks down by not waiting for the closing auction. When will I learn Can't teach a french cop new tricks as Confuscious says"
X Link 2023-09-07T20:09Z [----] followers, [---] engagements

"Im drunk I dont care. I truly hope that any of you who are Nikki Haley supporters choke on her neocon clit you sleazebags. Unfollow me immediately you spineless buffoons (nikki haley supporters) Ive had food poisoning induced bowel movements with more backbone than you"
X Link 2023-09-08T06:39Z [----] followers, [----] engagements

"Me last night in the East Village. God I love it here. Just woke up massively hungover. Lets hope its a green day. Happy Friday to all of you"
X Link 2023-09-08T15:12Z [----] followers, [----] engagements

"Cluseau's Daily Caffinated Reality TV Episode Two (Intentional Typo): Outline: - Hangover / Self-Control - Girls - New Chinese / Korean Tracking Positions - [--] Crappy Companies I'm Short and [--] I'm Long - Overall Thoughts Hangover / Self-Control: Had a WONDERFUL time in the East Village last night. Met so many people and got wasted. Had like [--] drinks but man were they strong. Woke up with a bombastic headache. Unfortunately I came home and fell victim to the 'ole internet videos if you know what I mean. I had a three week streak going had good skin a lot of energy felt confident. I have"
X Link 2023-09-08T17:43Z [----] followers, [----] engagements

"4th green day in a row despite a challenging week. Nice. Final moves: Shorting: $RILY $SBAC $AMC Adding: Super Secret Microcap (post coming soon) $DQ $SENEA $JFIN $DAKT Adding Crap: $OSCR $EOSE"
X Link 2023-09-08T19:49Z [----] followers, [----] engagements

"Weekly Total: -$27322 (-0.33% vs -3.60% $IWM -1.26% $SPY) Can't complain had many interesting experiences a wonderful vacation and a new outlook on a lot of things. Here is the current portfolio other than the microcap I have been buying and the expert market securities. As you can see I have a bit of concentration if Global Partners Preferred $GLP.B and their [----] debt. Honestly I should probably sell the preferred and buy the debt in my Roth. Top holdings are all preferreds. Need to work harder next week and mount a counterattack to get back to $8.5. Still up 18.35% for the year beating"
X Link 2023-09-08T20:18Z [----] followers, [----] engagements

"$ORCL shouldn't be a surprise. Ellison is extremely shrewd and knows the value of his stock well. Executives dump it hand over fist everytime it touches $120. Decent company but tough valuation. On the flip side I am debtholder of $VGR and just bought a small equity position after some insiders made a small purchase. Not sure what they see but it's a great business aside from the fact it pays a huge amount of taxes"
X Link 2023-09-12T13:42Z [----] followers, [----] engagements

"Deranged little rant here: I hate my iPhone. I bought my first one three years ago and it sucks. Sunny outside Guess you cant use your phone. In all seriousness apple providers inferior bubble wrapped products that appeal to people due to stockholm syndrome and peer pressure. Lets space battery capacity 33% less bad cameras. Literally all they have going for them is blue text which intentionally messes up receipt of android photos and a patent on live photos. Cant wait to switch. Probably will get burned by Don Cook today but I am short [---] shares of this fashion brand that survives of daddys"
X Link 2023-09-12T17:20Z [----] followers, 10.1K engagements

"Cluseau's Quick market brief / inflation guess (Not advice and I have the predictive power of Cramer - so make of this what you will) YTD losses on short book now less than $100k. Increased single stock short positions to $280000 (mostly $AAPL $TSLA $NECB - Bank / Construction Loan Issues $MARA - Straight line depreciation tomfoolery) and $420000 index hedge - only Nasdaq and Russell. Small cap positions doing very well today although Daktronics is now an open a secret and a war has broken out over $SENEA. I think the American consumer is resilient. I think Non Core Inflation Baby will"
X Link 2023-09-12T19:41Z [----] followers, [----] engagements

"@AT0266 I think not. Will see"
X Link 2023-09-12T20:49Z [----] followers, [--] engagements

"I made a mistake in the most recent quant backrest and so everything needs to be re-run. Will probably take three-four days. In the meantime I am trying to entire myself. Options: [--]. Get drunk [--]. Get high [--]. Post my insta for you page [--]. Sleep First to [--] wins"
X Link 2023-09-13T03:04Z [----] followers, [----] engagements

"@WeddelExp Excuse me as an owner of Hon Hai Precision (thanks for adding Taiwan IBKR) I strongly prefer the term surprise trampolines. In all seriousness it's disgusting. Perhaps I think it's better that the money goes to me instead of someone else but it's still wrong"
X Link 2023-09-13T17:50Z [----] followers, [---] engagements

"Cluseau's thoughts / rants and Meowshid Declaration of War: Thoughts / Rants: Once again I wish to profess my disgust of $AAPL. Now that I am up YTD on my $AAPL trades (down about $7000 on short but up $15000 on call selling - went coco selling $AAPL Sep 200's which now"
X Link 2023-09-13T19:46Z [----] followers, [--] engagements

"@ChrisRinvesting They defacto are considering the social credit system and government employees"
X Link 2023-09-14T00:33Z [----] followers, [--] engagements

"@Astervox42 Can someone page $ACDC and tel them to get with the darn program"
X Link 2023-09-14T17:50Z [----] followers, [---] engagements

"Cluseau's Caffinated Thoughts / Deranged Post Incoming (GF Applications have been opened for the 2023-2024 summer season) Sections: [--]. Freshly Single [--]. CPI/PPI - I'm right but Mr. Market Doesn't Care [--]. Dipping my toes into some banks / Old habits die hard Disclaimer none of this is investment advice and I slept three hours today so make of that what you will. Freshly Single Ladies and gents Cluseau is finally single again. Ex gf was a great gal and I wish her well. We agreed to still be friends and talk all the time although in my experience it never works out that way. Anywho we were"
X Link 2023-09-14T18:19Z [----] followers, [----] engagements

"@sharpeshark @Vlad_451 CME futs I thought the chain was illiquid past a year"
X Link 2023-09-14T18:29Z [----] followers, [---] engagements

"@CCM_Brett I used to think he was annoying but smart. Now just annoying"
X Link 2023-09-15T00:16Z [----] followers, [----] engagements

"Lemme share a little secret with you guys. There is a 100% chance some incompetent research analysts / idiot expert networks are talking to some Amazon dropshippers who are screaming that volumes are down 20% the past few weeks because of Temu. They will work on this crap all weekend and downgrade $AMZN Monday citing Temu. Usually Morgan Stanley does crap like this they are experts in trying to publish "out-of-the-box" equity research. Whether they are long term right or wrong the sheep will react. Short [---] at [------] with a tight [---] stop"
X Link 2023-09-15T13:53Z [----] followers, [----] engagements

"$TNDM was an easy short. Taking the 60%. $AMZN on the other hand do people just not know what Temu is yet"
X Link 2023-09-15T14:18Z [----] followers, [--] engagements

"@Aureliusltd28 @thebankzhar If Schwab hits [--] by year end I will have a party with all of you. Only bank I have is $CUBI and the ECIP opportunist $UBAB. I will never sell my [----] Cubi. Never"
X Link 2023-09-15T18:29Z [----] followers, [---] engagements

"@thebankzhar @Aureliusltd28 Lol were arguing [--] and [--] and some bull is gonna jam it to $70 probably. Clown world we live in"
X Link 2023-09-15T18:32Z [----] followers, [---] engagements

"Best I could come up with:"
X Link 2023-09-15T19:07Z [----] followers, [--] engagements

"@PhilTerzic $SGOV or $BIL or $BOXX if you are in a low income tax state. Not financial advice obviously. Or tax advice"
X Link 2023-09-15T19:25Z [----] followers, [--] engagements

"@PhilTerzic No problem. I keep my savings in a similar ETF. Helps me earning much more than a bank account and very safe. If the US government falls apart it'll probably be a civil war anyways"
X Link 2023-09-15T20:36Z [----] followers, [--] engagements

"Ok 57-59 blondes are still in but after today 53-57 latinas qualify for immediate Cluseau Affirmative Action. Have a lot of catching up to do"
X Link 2023-09-17T01:08Z [----] followers, [----] engagements

"Not sure about any pair trades. High level of uncertainty. All I think is of the big [--] $C has capped downside and much lower unrealized losses than $BAC and $JPM can't see them falling much further. $1 Billion buyback a quarter should make a huge difference especially with just an $80 Billion mkt cap and $84 Tangible Book Value with good capitalization ratios. Each share bought back really increase Book Value at these levels. They just need to turn on the buyback spigot. Of the small banks insider controlled growers like $CUBI / $OPBK should probably outperform peers that are more"
X Link 2023-09-17T19:19Z [----] followers, [---] engagements

"Spitballing here. Not investment advice and honestly I don't have too many ideas but if I attempted to list of what I wouldn't mind holding a while. $CUBI 5% $PARR 5% $GNE 5% $ISDR 5% $UBAB 5% $SNEX 5% $MRMD 2.50% $ATSG 2.50% $AKAM 2.50% $BYD 2.50% $IJR 10% $VTV 10% $MDY 10% Preferred / Baby Bond Basket ($NSS $C PRN $CUBI PRF $BC A etc) 10% $EWJ 10% $BOXX (Cash) 10% Thoughts"
X Link 2023-09-17T20:09Z [----] followers, [---] engagements

"Cluseau presents: Trading Aussie microcaps on the toilet Episode [--] 17% divvy on Papau New Guinea bank with gov backing P/E of [--] CET1 of 18% in country that is rapidly growing Targeting ultimate position of [-----]. Buying [----] here and there under [----]. Not advice"
X Link 2023-09-18T03:50Z [----] followers, [----] engagements

"@FacadeCapital0 To be fair 3/4 of the big four $C $WFC and $BAC have been raging dumpster fires since 2013"
X Link 2023-09-18T04:03Z [----] followers, [---] engagements

"How can I short Michael Gayeds mutual fund. Might use the IB ETF Replicator to lol"
X Link 2023-09-18T06:43Z [----] followers, [----] engagements

"MISSING Eyes: Blue Height: [--] Feet Weight: [--] Tons Cost: $140 Million Last seen in SC Airspace near seductive Chinese ballon. If seen please call $LMT do not approach considered armed and dangerous"
X Link 2023-09-18T14:28Z [----] followers, [--] engagements

"Gentlemen meant to post this earlier but my faulty iPhone overheated. After covering much of my Apple short this morning because I was considering buying an iPhone I decided to buy an S23+ and resumed the usual bear activities"
X Link 2023-09-18T19:00Z [----] followers, [---] engagements

"There are few things more annoying than spending days in the bid for a microcap and then some big fintwit account announces it and some moron is already bidding for [----] 1% above the previous close. Freaking europeans man"
X Link 2023-09-19T12:05Z [----] followers, [----] engagements

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