Mark Tepper
53,593 followers
New Thinking 
sma_04 
Sergio Mariscal 
I’ll be ready to step in and pinch hit whenever the call may come, @TheFive 👊�TZ
Hey, Sleepy Joe - 🖕🏼
Biden administration signals student loan forgiveness decision may come soo@CNBCBcnbc.com/2022/04/28/bid…7V
It surprises me how many people have a “this time is different” mentality while the market bounces off a negative GDP print.
For those of you who are looking for “shorter duration” stocks to own during a rising rate environment, there’s more to life than just DIVIDEND YIELD.
Pay attention to SHAREHOLDER YIELD, which includes dividends AND buybacks.
ICYMI from last Wednesday on @Varneyco.
“I think he gets it done. Elon’s a winner. He’s not gonna roll over and play dead. If he gets knocked down, he’s gonna get up, he’s gonna wipe the dirt off, and he’s gonna fight.” $TWTR @elonmusk
swpconnect.com/in-the-news/co…
Suddenly big banks are jumping on the “profits recession” bandwagon at the end of this year or next.
However, if you strip out the energy sector THIS EARNINGS SEASON (1Q22), we’re pretty much already there.
(from making fun of Gates for shorting Tesla while claiming to support climate change action)
Retweeted by Mark Tepper 😂😂�@elonmuskusk is in full blown savage mode hahahatwitter.com/elonmusk/statu…7CD
Yet another reason @elonmusk is the man. Go kick rocks, Billy Boy. Focus on your naked pool parties. 👇�twitter.com/WholeMarsBlog/…pz
Quick video from yesterday's @MorningsMaria
- Marijuana Legalization
- Mask Mandates
I think it’s time to move SWP out of Cleveland 😂. 40 degrees one day. 70 the next. Rinse. Repeat.
Where should we move to? Gotta be easy to get back and forth to NYC.
Go!!!
Damn. Got a quote for a stand-up desk 2 weeks ago. Gave the approval yesterday. Price went up 20% in that time.
@MarkTepperSWP -Great question! What makes a stock a “quality” stock…
… and the answer was no surprise, was it?
A ismw: “cash flow, cash flow, cash flow”…
@MorningsMaria
Retweeted by Mark Tepper Should be a 🔥 show this morning on@MorningsMariaa from 6-9am ET.@lizpeekk@dagenmcdowellltwitter.com/lizpeek/status…D
Yeah. He really held his own against Carl Icahn 🙄. And his crying about the end of the world in 2020 on CNBC to drive stocks down to a point where he’d buy is incredibly noble.twitter.com/nealyohay/stat…w
No matter how tough the day ahead of you may be, just remember you’re not Bill Ackman and you didn’t wake up $300M poorer today. Ouch. $NFLX
Make sure you tune into @Varneyco on @FoxBusiness this morning. I’ll be on set from 9-10am ET.
Get the day started right! 👊🏼
Corporate tax revenues at 21% are higher than at 35%.
Ain’t that funny?!?
ICYMI from last Thursday. You owe it to yourself to give it a listen. 😉
swpconnect.com/podcasts/fake-…b
How’s that 60/40 portfolio working for you when bonds are down ~10% from the peak? $AGG
60/40’s dead. And Advisors who advocate for it are on the verge of extinction.
Bullard wants 3.5% by year-end. Will that cure inflation? (Poll 2 of 2)
Bullard wants 3.5% by year-end. Will that trigger a recession? (Poll 1 of 2)
NTM Operating Margins falling off a cliff. This is when the big sell offs happen. Not a guarantee…but a red flag nonetheless.
So glad I took the snow tires off my car a few weeks ago! 🙄❄️#CLEE
If I can borrow up to 70% of my equity positions via LOC, @elonmusk can do the same damn thing.
Stop wasting your breath wondering how he can “afford” $TWTR. It shows you have little understanding of how this all works.
Go, Elon!!!
Man…thanks, bud! We’ll do our best to keep the podcast entertaining and (somewhat) informative hahaha. twitter.com/BGinCA/status/…
Golf fans - I’ve decided on the TrackMan. Did a demo today and it was far too incredible to pass up.
Thanks for all your help in getting me to this decision point!
👊�fA
A few clips from yesterday’s @MorningsMaria. Broke down bank earnings, @elonmusk and $TWTR, and slowing earnings growth.
swpconnect.com/in-the-news/ba…
I want to get a golf simulator for my basement. I need help on deciding which one. Help me!
Video: Bird Shits On Biden And White House Won’t Even Admit It Happened – Summit News summit.news/2022/04/13/vid…
Coming tomorrow morning. Comparing Tiger Woods to the #market.
Thanks for the golf info, @sullygolf217 👊�twitter.com/LloydBoyLuke/s…Ad
Covered a lot of ground yesterday with my guy @cvpayne on @FoxBusiness. From supply chain dependence to earnings - $JPM $DAL $BBBY.
swpconnect.com/in-the-news/ti…
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