Investimento Estratégico

Um canal com o objectivo de documentar os movimentos do meu portfólio assim como dar a minha opnião sobre #acões, #educaçãofinanceira, #investimentos, etc.

[Nuno Almeida @nalmeidapsi]

https://t.co/casdDjvC2h

#psicologia #politica #podcast

[Joseph Carlson @joecarlsonshow]

My recommendations for your weekend:

- Go out to eat at Texas Roadhouse
- Make a shopping trip to Costco
- Maybe watch a few YouTube videos
- Play a few matches of Chess on Duolingo
- In the evening, check out a Netflix doc or movie

I totally recommend doing all this stuff, for no particular reason, of course.

[Antonio Linares @alc2022]

I believe $HIMS is like $AMZN, but 30 years ago.

While $HIMS shorts remain focused on GLP-1s, @SecKennedy came out yesterday saying the US will have PERSONALISED HEALTH. Meanwhile, $HIMS continues building the perfect infra to make it happen.

And peptides are coming...

[Investimento Estratégico @Inv_Estrategico]

@alc2022 Meh, 1100% here 👀😂 its true tho.. what a ride still holding 30% of my inicial position.

[Riyado Sofian @riyadosofian]

$AMZN “negative” news for $HIMS:

2019: acquires PillPack
2019: launches Amazon Care
2020: launches Amazon Pharmacy
2022: launches Amazon Clinic
2023: launches RxPass
2023: acquires OneMedical
2024: launches $HIMS copycat

They didn’t stop $HIMS from growing 50%+ each year.

[Investimento Estratégico @Inv_Estrategico]

@acoessimples Investidor na Crox já há algum tempo e não estou descontente. Único problema é a Heydudes que nunca mais muda o panorama 😅

[Investimento Estratégico @Inv_Estrategico]

Episódio dos resultados de Julho
#fed $hims #carrytrade e muito mais

https://t.co/u1tKd59GXI

[Investimento Estratégico @Inv_Estrategico]

Resultados de Junho já disponíveis com uma pequena análise ao debate do Biden-Trump.

https://t.co/EHeT7w8cnf

[Supreme Bagholder @SupBagholder]

Meta full internal memo on Reality Labs hardware team being split into "Wearables" and "Metaverse"

[Investimento Estratégico @Inv_Estrategico]

Resultados de Maio já saiu!

https://t.co/TQPl3xP9Vh

[Investimento Estratégico @Inv_Estrategico]

https://t.co/npXGmnAXYJ

[Investimento Estratégico @Inv_Estrategico]

Tive o prazer de participar no primeiro episódio do podcast do Dividendos Portugal, se tiverem interesse, link nos comentários

[Investimento Estratégico @Inv_Estrategico]

@Samuel947117225 @realMeetKevin He did analysis on #hims once, he liked it

[The Kobeissi Letter @KobeissiLetter]

Markets This Month:

1. $META beats earnings expectations, stock down 10%

2. $TSLA misses earnings expectations, stock up 10%

3. Markets price-out 4 rate cuts, gold hits all time high

4. Gold hits all time high, bond prices hit 6-month low

5. Geopolitical tensions worsen, #Bitcoin prices crash

6. Mortgage rates rise, housing prices push higher

Nothing adds up here.

[Investimento Estratégico @Inv_Estrategico]

#fed #powell

[Investimento Estratégico @Inv_Estrategico]

Insiders estão no ponto mais pessimista da última década

CEO JPM 👀 ( primeira venda desde que entrou no trabalho [20 anos])

> vendeu 1M de ações este ano.

[Investimento Estratégico @Inv_Estrategico]

#fed
"Don’t see recent inflation data as a turning point; still see rate cuts this year"

"QT can begin before rate cuts. Expected in May or June with about 40% fewer treasury sales. Potentially bring you from $70b of treasury runoff monthly to $35b; unclear over what timeframe"

[Investimento Estratégico @Inv_Estrategico]

#coresales #retailsales

Tudo bem quentinho, o mercado deve subir com estes resultados.

[Benny Johnson @bennyjohnson]

🚨 BREAKING 🚨

The Israeli Governments "Doomsday plane" has taken off and is the only plane leaving Israel.

Potentially carrying Netanyahu and cabinet.

This is very bad.

[Investimento Estratégico @Inv_Estrategico]

Claims At Expectations
Initial 211k vs 215k exp.
Continuing 1.817m vs 1.8m exp.

5-Year Breakeven
2.54, stable high for the last year after the report.

Cuts
1.78 cuts priced in by Dec 18, 2024.

[Investimento Estratégico @Inv_Estrategico]

#PPI
* Mostly good data swung 10-year from up 2bp to down 2.9bp to 4.531%.
* PPI Final Demand 0.2% vs 0.3% exp.
* PPI Ex Food/Energy 0.2% vs 0.2% exp.
* PPI Ex Food/Energy/Trade 0.2% vs 0.2% exp.
* PPI Final Demand YOY 2.1% vs 2.2% exp.