GlobalTrendInvestor

Navigating global trends, markets and life for fun, profit and spiritual contentment!

[GlobalTrendInvestor @GlobalTrendInv]

Louis-Vincent Gave: How China's AI Strategy Kills U.S. Tech Margins https://t.co/z9WGFczbwT via @YouTube

[Сarm1ne @carm1nee]

Paul Singer started with $1.3 million in 1977 - 13.5% average return for 47 years, only 2 down years - today he manages $70 billion

this is him explaining how he thinks about risk, how he avoids losses, and why most investors are positioned for a crash they don't see coming

"I'm a trader. I'm a risk manager. I've managed my fund for 38 years and try not to lose money regardless of the economic circumstances"

"since the top of equities in 2000 we have made more than a couple hundred percent return. equities have made basically nothing"

"our investment style is trying to create risk protection and value creation by manual effort. activism, bankruptcy investing, get on the committee, try to do something"

bookmark & watch the full conversation ↓

[Don Durrett - goldstockdata.com @DonDurrett]

If you turn on the cable business channels, they will tell you that not only is this not a problem, but it will continue, and you have to own the semis. 😂

[GlobalTrendInvestor @GlobalTrendInv]

@TheApeOfGoldST True but rarely go from cratering to ascension in one move. A little struggle and back and forth is usually necessary interim step.

That maybe too optimistic at least short term (I’m biased toward metals) - but time to start paying closer attention

[GlobalTrendInvestor @GlobalTrendInv]

@jtourzan I have a very hard time with that but totally true and same for 10x+ wins. Earlier in year been through enough times to take more than usual but not nearly enough.

Real question here though is whether sold or not is this level where start accumulating again?

[Michael Pettis @michaelxpettis]

As I and many others expected, property prices may finally be bottoming out in first-tier cities in China, although we probably still have a long way to go in the rest of the country.
https://t.co/YlGxZitrwV via @scmpnews

[Ray Dalio @RayDalio]

I recently spent a month in Asia, including 10 days in China, where I met with senior policy makers in several countries, and I found that over the past few months, there has been a big shift in the world order. I share my perspective in my latest article. 

As always, I welcome your questions and thoughts.

[Brian Koontz @BrianKoontz59]

TOTAL MELTDOWN! Iran LOCKS Regime Loyalists! FIRST TIME EVER Iran Crushes Regime. Civil War?... https://t.co/m5p8ImJmOE via @YouTube

[GlobalTrendInvestor @GlobalTrendInv]

@DonDurrett @lovemesexy8 Don’t know about “fail” but definitely weaker and less globally significant at minimum.

Just wish I took more profits few months ago!

[GlobalTrendInvestor @GlobalTrendInv]

I will attend 121 Mining Investment New York on 15–16 June.
If would like to learn more, visit 👉 https://t.co/PjeJINH3hk
Heading to New York too? Let’s connect. Send me a message or leave a comment below.

[GlobalTrendInvestor @GlobalTrendInv]

Do we get a hype-driven rebound on broader market over week to allow some general lightening?

[Heisenberg @Mr_Derivatives]

$SPCX

The SpaceX IPO is scheduled for this Friday, June 12th.

Interesting to do it right before the weekend.

Will you buy this Friday or wait until the buzz drops a bit?

[Eric Nuttall @ericnuttall]

Ninepoint Energy Strategies Update: the "battle for the barrel"™️ and why oil product shortages in the coming weeks are likely, resulting in a price spike

[Loofy @Loofyb0i]

Scott Bessent spent 20 years at Soros betting against governments that destroyed their own economies.

Now he IS the US government's economic policy.

56-min and you'll understand every major macro decision coming out of Washington in 2026

bookmark - the most interesting Treasury Secretary interview in a decade

[GlobalTrendInvestor @GlobalTrendInv]

@unusual_whales Sigh. Question is as w dot com bubble when and for how long?

[GlobalTrendInvestor @GlobalTrendInv]

@TheMars13959760 @TheApeOfGoldST Key question.