farcstreetbets
Inviting you to post about speculation, markets and all of its nuances
@seneca
feels meaningful. the ‘trump fed to zirp’ narrative in shambles https://x.com/federalreserve/status/2010510130970849338?s=46
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@seneca
Two years in into the Trump term. Absolutely wild how everyone bet on free markets and we got the opposite.
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@seneca
Saw a tweet where a guy asks what would happen to markets if ww3 got started and majority of replies were bullish
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@seneca
Long the casinos feels consensus now https://x.com/systematicls/status/2004900241745883205?s=20
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@seneca
Howard Mark memos are always a joy to read. This one tackles the big one: “Is it a Bubble?”. Great read, def worth your time.
https://www.oaktreecapital.com/insights/memo/is-it-a-bubble
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@seneca
gm. i’ve been mia because life has kept me busy (in both the best and worst of ways, Ghibli Mode). but wanted to share this fantastic article i found today.
it’s an idea i’ve been trying to articulate for over a year now and honestly, jealous i didn’t deep dive and expand on it myself.
why the U.S poverty line is not $30k but ~$140k:
https://www.yesigiveafig.com/p/part-1-my-life-is-a-lie
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@anaroth
JP Morgan keeping its overweight rating on OpenDoor
Hoping it’s one of the bigger 2026 wins for the portfolio
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@anaroth
Planning to spend a bit more time on Reddit for financial things
Anyone have any good follows / channels outside of Wall Street Bets?
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@seneca
in '17 or '21 you had a somewhat plausible idea on why alts could recover. after 10/10, the risk formula fundamentally changed. add to that the systemic shift that comes with mainstream adoption; it's not a good outlook. if you're holding these things, reflect on your *why*.
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