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@dc10023 "@Barchart Perhaps Warren Buffet knew Tim Cook was about to step down (years ahead of the public announcement) and decided to reduce $BRKs position in $AAPL ahead of that announcement. Their investment thesis is invest in great managers"
X Link @dc10023 2025-10-23T09:58Z XXX followers, XX engagements

"@EPBResearch POtatO PotAto one can view the size of the balance sheet by $ Market Value another can view it by $ Duration. I personally view $ Duration as the lens I view it when I think about impact to money supply. A bank sells a 10yr (vs 1yr) has more relief in capital"
X Link @dc10023 2025-10-30T07:40Z XXX followers, XXX engagements

"@squawksquare Powell is just setting the table for the markets not to start to talk about 50bps (its like a negotiation because he doesn't want FOMC to negatively surprise the markets if the narrative gets out of control on deep cuts)"
X Link @dc10023 2025-10-30T09:43Z XXX followers, XXX engagements

"@munster_gene Sounds great if true but Elok was very clear last year Q3 earnings call that there wouldnt be a M2 (retail low cost vehicle based on Unboxing Process)"
X Link @dc10023 2025-10-28T22:21Z XXX followers, XXX engagements

"@Ashcryptoreal Its only BTC and crypto. QQQ and other high beta stocks are holding up"
X Link @dc10023 2025-10-29T17:04Z XXX followers, XX engagements

"@BillAckman @CurtisSliwa @ZohranKMamdani Most Pols are in it for themselves. This includes Biden Harris and Cuomo. He isnt a saint he is just another Pol"
X Link @dc10023 2025-10-29T14:57Z XXX followers, XX engagements

"$NFLX and now $META post earning sell off on companies that are really great businesses. Each with a one-time tax write off. Is it these that caused the sell off or is it tax selling before year end with enough time to buy back before year end"
X Link @dc10023 2025-10-30T11:31Z XXX followers, XX engagements

"@Ashcryptoreal It's back to basics (earnings driven market). $NVDA and $GOOGL leading with strong earnings prospects and no tax issues or controversy. Crypto Quantum and other no income names are taking a beating. I suspect $NFLX and $META will bounce back in the next few months. Then quantum"
X Link @dc10023 2025-10-30T12:04Z XXX followers, XXX engagements

"@ankurnagpal They arent moving to New Jersey. The effective bump in after tax money is very large as the base isnt XXXX% off XXX% its XXXX% off XX% (100% - XX% federal). So $XXX of income is $XX in Miami/Palm Beach vs $XXXX in NY (or $XXXXX in NYC). XX% more after tax money in FL vs NYC"
X Link @dc10023 2025-10-31T08:08Z XXX followers, XX engagements