Log inSign up
Image
user avatar
Lawrence McDonald
@Convertbond
NY Times Bestselling Author, pick up "When Markets Speak" on Amazon. Long-time @RealVision @CNBC Contributor, founder of the @BearTrapsReport
New York, NY
linktr.ee/lawrencegmcdon…
Joined March 2009
13.8K
Following
144.5K
Followers
1
Subscription
  • user avatar
    Lawrence McDonald
    @Convertbond
    Nov 7, 2018
    Midterm Election, Most House Seats Lost by President's Party in Power 2010 Obama: -63 1994 Clinton: -52 1958: Eisenhower: -48 1974 Ford (Nixon): -48 1966 Johnson: -47 1946 Truman: -45 2006 Bush: -30 1950 Truman: -29 1982 Reagan: -26 2018 Trump: -26 *NY Times data since 1946
  • user avatar
    Lawrence McDonald
    @Convertbond
    Nov 29, 2023
    Met Charle Munger in Omaha in the years after Lehman - he said: "Larry, never, ever tell anyone about your problems, 90% of the people really don't care... The other 10% are glad you have them."
    826K
  • user avatar
    Lawrence McDonald
    @Convertbond
    Jun 22, 2021
    Progress, Bitcoin - a $500B crash and no one is begging for a bailout...
  • user avatar
    Lawrence McDonald
    @Convertbond
    Aug 1, 2024
    When you see a sector like the Semiconductors, the hottest of all last 12 months, up 7% and down 7% in 24 hrs, this is a classic signal.
    900K
  • user avatar
    Lawrence McDonald
    @Convertbond
    Aug 28, 2024
    If your third largest customer is committing fraud, is that bullish??? Nvidia $NVDA Super Micro Computer $SMCI
    Image
    1.2M
  • user avatar
    Lawrence McDonald
    @Convertbond
    Apr 30, 2025
    CNN - “the Trump White House is negotiating with itself. China has NO interest in talking to Trump." *Bonds are speaking a FAR different narrative. FACT.
    Image
    823K
  • user avatar
    Lawrence McDonald
    @Convertbond
    Jul 30, 2025
    Nvidia - This will go down as one of the most significant downfalls in the history of passive investing. All the monkeys are in one tree. Nearly 8% of everyone's 401K is crammed into $NVDA, with nowhere near the energy infrastructure buildout to support the growth assumptions.
    433K
  • user avatar
    Lawrence McDonald
    @Convertbond
    Aug 27, 2024
    Bitcoin Aug 2024: 62000 June 2024: 62000 April 2024: 62000 Feb 2024: 62000 Oct 2021: 62000 April 2021: 62000 *Inflation, up 30% since 2021.
    519K
  • user avatar
    Lawrence McDonald
    @Convertbond
    Apr 11, 2025
    *BERKSHIRE HATHAWAY RAISES 90 BILLION YEN FROM BOND SALE. Just wow. Buffett is loaded with cash and he's reaching into the margin account (borrowing) in yen. Next 12 months - he's going to buy this puke festival with both hands. Thoughts?
    Image
    2.7M
  • user avatar
    Lawrence McDonald
    @Convertbond
    Apr 28, 2022
    Is there a term for this? GDP Economic Growth: -1.4% CPI Inflation: 8.5%
  • user avatar
    Lawrence McDonald
    @Convertbond
    Aug 17, 2024
    Since 2021 Bitcoin 59k to 59k Gold 1750 to 2500 *Last ten years - Gold’s largest drawdown? 21% vs. Bitcoin -82%, -58%, -65%, -75%. *A store of wealth holds its value. It doesn’t lose half its value or more every few years.
    742K
  • user avatar
    Lawrence McDonald
    @Convertbond
    Oct 29, 2022
    Drawdowns Facebook -75% Disney -48% Fedex -50% Tesla -46% Nvidia -60% Nike -50% Netflix -58% Amazon -46% All-Time Highs T-Mobile McDonald´s Northrop Grumman Amylyx Pharm Pepsi UnitedHealth Merck *You won´t see internal divergence like this more than once or twice a decade
  • user avatar
    Lawrence McDonald
    @Convertbond
    Apr 8, 2025
    Another Lehman moment? Bonds are driving the bus, here's everything you need to know.
    Image
    00:00
    1M
  • user avatar
    Lawrence McDonald
    @Convertbond
    Apr 12, 2025
    Shiny Rocks vs. Pieces of Paper Since 2000 Gold: +1050% Silver: +428% Nasdaq 100: +366% S&P 500: +244% *Bloomberg data.
    349K