Angel Investment Research

The secrets of successful #investing. Insights, strategies, and #stockmarket analysis right here.

[Angel Investment Research @AngelPubStocks]

1/ Double and Triple-Digit Gains? It's All in a Day's Work for Angel investment Research

Who is Angel Financial Research?

Well this isn’t your typical Wall Street firm; Angel Publishing champions individual liberty and free markets…

[Angel Investment Research @AngelPubStocks]

https://t.co/dpAuzxNzx2

[Angel Investment Research @AngelPubStocks]

Futures opened down a third of a percent. Crude opened up four percent. One market is pricing a headline. The other is pricing a barrel that has to move through a war zone. Guess which one catches up.

$USO

[Angel Investment Research @AngelPubStocks]

https://t.co/Cj0mGwGN4f

[Angel Investment Research @AngelPubStocks]

South Korea's market fell 8.4% and hit the circuit breaker before New York finished its Sunday. When Asia starts tripping wires, the only question is how much shock is left by the time the opening bell rings here.

$EWY

[Angel Investment Research @AngelPubStocks]

Apple is trading at 10x revenue for the first time in its history. Revenue growth is single digits. The multiple is doing all the work. At some point the business has to catch up or the multiple comes down.

$AAPL

[Angel Investment Research @AngelPubStocks]

https://t.co/w9kcqQb95v

[Angel Investment Research @AngelPubStocks]

The S&P 500 expects 25% earnings growth this year. Historic. Strip out a handful of tech names and that number gets cut in half. The index isn’t growing. A few companies are, and the index is along for the ride.

$RSP

[Angel Investment Research @AngelPubStocks]

The economy added jobs in May. It also left 2 million people unemployed for six months or longer — the most since late 2021. The monthly number keeps confidence up. The duration data tells you who it’s leaving behind.

$IWM

[Angel Investment Research @AngelPubStocks]

https://t.co/B819D16zot

[Angel Investment Research @AngelPubStocks]

Wall Street priced AI as a productivity revolution. The workforce is starting to treat it as a threat. Those two beliefs can’t coexist in the same earnings model. One of them reprices.

$MSFT

[Angel Investment Research @AngelPubStocks]

https://t.co/Ze07dpHl9h

[Angel Investment Research @AngelPubStocks]

https://t.co/FZ3kN0XckQ

[Angel Investment Research @AngelPubStocks]

The top 1% now own more than the entire middle class. That gap isn’t wages — it’s asset prices. Two decades of cheap money turned stock and real estate ownership into the only escalator that works.

$SPY

[Angel Investment Research @AngelPubStocks]

CPI Wednesday. PPI Thursday. OPEC report the same day. Consumer sentiment Friday. Four macro signals in three days. The market has a nice clean narrative going into the week. It rarely has the same one coming out.

$IEF

[Angel Investment Research @AngelPubStocks]

Drones near the Strait of Hormuz again. Twenty percent of the world's oil moves through a corridor you can close with a few well-placed threats. Markets priced for demand destruction. Supply disruption is the risk nobody modeled.

$USO

[Angel Investment Research @AngelPubStocks]

Uber burned through its entire annual AI budget in one quarter. The productivity gains are real. So is the invoice. Every CFO who modeled AI adoption as a gradual ramp is about to learn what exponential looks like on a cost line.

$UBER

[Angel Investment Research @AngelPubStocks]

OpenAI rebranding ChatGPT as a 'superapp' right before the listing tells you everything. When the product was good enough, they called it a chatbot. Now that they need a valuation, it's a platform. The product didn't change. The prospectus did.

$MSFT

[Angel Investment Research @AngelPubStocks]

Put option open interest on the South Korea ETF just quadrupled to a 12-month high. Nobody hedges that aggressively unless they've seen the export numbers. When the bellwether goes quiet, the smart money buys insurance.

$EWY

[Angel Investment Research @AngelPubStocks]

Every superapp pitch starts the same way: convenience. Every one ends with the same question: who owns the rails? OpenAI is not building a better chatbot. It is building a tollbooth.

$MSFT

[Angel Investment Research @AngelPubStocks]

The United States is the Greatest country is, was, or ever will be.

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