NPV10

npv10.bsky.social

26 July 2026 04:43

Not that it matters for a MuskCo, but one problem with investing into asset heavy capacity is that it's basically impossible to achieve any meaningful profitability - despite $ bn in cash flow - under an infrastructure biz model if capital is raised at 50x P/B

Bob Elliott

bobeunlimited.bsky.social

26 July 2026 04:03

Recent bond selloff has driven 30yr TIPS to near 3% real yields. While everyone roots around to find the next hot stock, this is likely the generational buying opportunity hiding in plain sight.

2k115.bsky.social

26 July 2026 03:01

No safety net left: US cash-to-market-cap ratio drops to a record low of ~23%, breaking the "dry powder on the sidelines" myth. With liquidity lower than before the 2000 dot-com crash, any market panic will trigger immediate forced selling. ​#FinanceNews #Economy

Julia Coronado

jc-econ.bsky.social

26 July 2026 02:36

Housing demand continues to grind along near the lows--mortgage lock from the level shift up in rates, weakening demographics from immigration + millennials completing their homebuying years, and lack of affordability make it hard to see where momentum will come from

it’s me, aubrey plaza accord

sellingtheta.bsky.social

26 July 2026 02:00

IMO poor breadth and concentration risk are different. poor breadth signals up//down issues lag the index. and then people assume that implies weakness in the market (which I actually disagree with). concentration risk is when a few, popular large names fall and it eventually overwhelm the indices