So木白
May 16, 2022 | 03:05 PM EDT DOUG KASS
Tweet of the Week
And it's only Monday...
So木白
May 16, 2022 | 02:30 PM EDT DOUG KASS
There... I Have Said It
To me the hardest trade is to be long.

And what will hurt most hedge fund managers is a rally.

Position: None RealMoney
So木白
So木白
So木白
So木白
Twitter on Pace for 7-Day Losing Streak. CEO Defends Its Fight Against Spam.
Twitter stock is on pace for its worst seven-day performance since March 2020 as investors fret over whether Elon Musk will finalize his acquisition of the social media platform in the wake of concerns over spam accounts.
So木白
Zoom Gloom: Microsoft Teams Gains Ground in Corporate Videoconferencing
Citi analyst Tyler Radke cut his target for the stock price to $118 from $139. He warned that the company faces more difficult days.
So木白
NIO Has Fallen Far Enough for One Analyst. He Says Now Is the Time to Buy.
Bank of America analyst Ming Hsun Lee upgrades NIO shares to Buy from Hold.
So木白
Now Is a Pretty Good Time to Buy Tesla Stock
Wall Street's average price target implies gains of about 28% for Tesla shares from recent levels. That is unusually attractive for the EV stock.
Now Is a Pretty Good Time to Buy Tesla Stock
So木白
Rule 1: Bulls, Bears Make Money, Pigs Get Slaughtered
Rule 5: Diversify to Control Risk
Rule 8: Buy Best-of-Breed Companies
Rule 14: Expect, Don't Fear Corrections
Rule 23: Beware of Wall Street Hype -- Jim Cramer
So木白
Ford disclosed sales of another 7 million shares of the EV maker. That's the second big sale and leaves Ford with about 87 million shares.
Rivian Stock Is Dropping Again as Ford Keeps Selling
So木白
Position: Long a few shares of TSLA.
So木白
Tesla TSLA –5.79% stock, like CEO Elon Musk, is ever controversial: Some analysts foresee a crash and others expect gains of more than 100%. The debate is far from settled, but two metrics make shares of the electric-vehicle leader look unusually attractive.
So木白
5/15/2022 文贵直播:数字货币市场崩塌,ETH、NFT交易量大涨了3-5倍、但比特币被抛售了20%,谁是数字货币的超级玩家?高盛、JP Morgan、罗斯柴尔德、洛克菲勒基金、中共国的朱镕基、沈南鹏、王岐山!
5/15/2022 文贵直播:数字货币市场崩塌,ETH、NFT交易量大涨了3-5倍、但比特币被抛售了20...
So木白
5/15/2022 Miles Guo: Digital currency market is collapsing in which the trading volume of ETH and NFT increased 3 to 5 times although 20% of Bitcoins were dumped, so who are the super players in the digital currency market? Goldman Sachs, JP Morgan, Rothschild, Rockefeller foundation, also including Zhu Rongji, Neil Shen and Wang Qishan in CCP China
So木白
So木白
Position: None. Zero Digital Currency/Token.
So木白
Pain on my ass: COIN, ARKK, and less, QQQ and SPY.
So木白
May 16, 2022 | 12:00 PM EDT DOUG KASS
There's a Sucker Born Every Minute
* The definition of insanity
So木白
ARKK is down by -58% year to date and -75% from its record high, yet year to date inflows, as of last Monday, was $1.3 billion.
That may be the definition of insanity!
Position: None
So木白
Not surprising but highlighting the self inflicted pain on its economy, China's April economic stats were pretty bad. Retail sales fell 11.1% y/o/y, almost double the estimate of down 6.6% and a contraction for a 2nd month.
So木白
The PBOC did not change broad rates in response but there was a tweak lower in mortgage rates for first time buyers. There was also a plan to reopen Shanghai but what happens when there are more flare ups? The Vice Mayor of Shanghai said ...
So木白
The Fed vs. Crypto
PETER TCHIR
May 16, 2022 10:00 AM EDT
I am very concerned about crypto and its impact on broader markets.
The Fed vs. Crypto
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So木白
China's Economy Could Be Shrinking as Big-Ticket Purchases Stop
ALEX FREW MCMILLAN
May 16, 2022 6:14 AM EDT

China's government is more concerned about stopping the spread of Covid-19 than spurring the economy back to life.
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