Posts
Italy's cheese loan system is under strain
Puts on $ITALY By credit default swaps on Parmigiano-Reggiano
Is this enough signal to short Crude?
Specific dubai carrier flydubai is comfortable to flyover Iran, plus a flight has done Tehran-Dubai back and elsewhere recently. This guys have cut a deal, the firing on ships is just to draw a boundary and territories. But now they'll cross comfortably closer to Oman. Now shall I consider this …
I know this sounds crazy! Citigroup
Citigroup has been consolidating since 2009. Just recently in 2025 it finally broke out of its long hiatus of consolidation. If you look to the right of the chart (where the circle is) there is almost no volume profile. I’ve seen Rolls Royce and Nokia both fly when there is …
SEZL dropped c.35% post earnings beat. Could this be a red flag for KLAR next week?
Curious to know if anyone has a take on this? I’m holding calls for KLAR’s earnings on Tuesday. Obviously SEZL is also a BNPL business, and just got wrecked with a beat. Is this a systematic concern or was there something about SEZL specifically that spooked the market?
KLAR earnings
Bought 1000 forever calls for Monday. ATH’s on the backs of poors doing installments for chipotle. 🥸
Why doesn’t Netflix trade around Spotify’s valuation?
I understand the differences between the platforms (audio vs video), but Netflix is significantly bigger than Spotify in both annual revenue and market capitalization. Netflix brings in over $41 billion in annual revenue compared to Spotify's roughly $16 billion, and holds a market valuation more than three times larger Is …
why no-one talking about this?
What are your thoughts on BWET, with the Iran USA conflict dragging and strait closed do we have more potential to go up?
Why I Expect $MSTR at $40ish in 8-12 Weeks
*Note: This is my assessment and opinion. I place high probability on this coming to pass, but there's always a chance that it does not.* While Strategy management is running around like a headless chicken and changing strategies like one changes underwear, I believe $MSTR is lining up for another …
Shoppers' payments declined due to 'global' Mastercard outage
Incoming 2% rise on Mastercard shares cuz why not