Lawrence McDonald
@Convertbond
NY Times Bestselling Author, over 1 million copies sold, now published in 12 languages globally. Long-time @CNBC Contributor, founder of the @BearTrapsReport
13.9K Following 144.8K Followers
I’m off - Checking on our “Hard Assets” - see you in September, join us here
@BearTrapsReport
Gratitude 🙏
L
This (below)... All laid out in "When Markets Speak" - a great summer read...
HIGH ALERT - We MUST pay attention...
Regime Change - This is soft yield curve control. The headline numbers seem small, but if they are starting steps down this road, that's ALL that matters.
Show more
It's NOT size buying now, but much like the Yen / EUR intervention, this is just Bessent putting a LARGE GUN on the table, saying "I will use it. Make my day."
It's NOT size buying now, but much like the Yen / EUR intervention, this is just Bessent putting a LARGE GUN on the table, saying "I will use it. Make my day."
HIGH ALERT - We MUST pay attention...
Regime Change - This is soft yield curve control. The headline numbers seem small, but if they are starting steps down this road, that's ALL that matters.
Show more
A year ago the Street pegged this number near $500B now $3T…
See @zerohedge
This is the moment. As a former Lehman trader I feel it’s the time speak up. We all have that responsibility, enough hubris. We must STOP this. Your 401k is on the line. I know deep down @elonmusk @chamath and @DavidSacks agree — at a $2T valuation, passive investors (the S&P 500, the Nasdaq) deserve better.
Show more
Valuation at IPO
Microsoft: $775m (1986)
Amazon: $475m (1997)
Nvidia: $75m (1999)
Tesla: $2B (2010)
Facebook: $100B (2012)
Uber: $80B (2019)
Palantir: $22B (2020)
SpaceX: $2000B, yes $2T estimated (2026)
Grok data.
Show more
Valuation at IPO
Microsoft: $775m (1986)
Amazon: $475m (1997)
Nvidia: $75m (1999)
Tesla: $2B (2010)
Facebook: $100B (2012)
Uber: $80B (2019)
Palantir: $22B (2020)
SpaceX: $2000B, yes $2T estimated (2026)
Grok data.
Show more
