Joe

[Brian Coughlin @EquityBrian]

Tencent $TCEHY is now trading near its cheapest valuation ever…

You can buy one of the best businesses in the world at ~9x EBITDA / ~12.6x earnings.

[Northstar @NorthstarCharts]

Gold versus SPX (this time, using the monthly line chart) - Telling it like it is. No bias, no fomo, no b/s 👇

[Northstar @NorthstarCharts]

Strategy Inc - Grim if this support zone ever fails👇

[Graddhy - Commodities TA+Cycles @graddhybpc]

Picture-perfect bullish falling wedge breakout and backtest.
Shows that oil companies are once again going to outperform Nasdaq.

Oil companies have broken out big time vs tech stocks. And the ratio is now backtesting the breakout. Means this ratio has now resumed its bull market.
And, do note that the oil stocks have been resilient despite the recent huge volatility in the oil price.

As been saying for years - there is a massive move globally from overvalued paper assets, into still undervalued hard assets.

The underlying move in oil is not because of geopolitical tensions, but because of the commodities bull market. The geopolitical things enhance the moves but the underlying strength was already there.

Since I called the commodities bear market low almost 6 years ago, in real-time, I have been saying that this commodities bull market is the best opportunity you will ever have in life to get out of the rat race.

Following the right people is absolutely vital.
#joinus https://t.co/dZoc2yuE1z

[Porter Stansberry @porterstansb]

The Cantillon Effect is the one idea the political class cannot afford for you to understand.

New money, Cantillon observed, does not enter the economy uniformly. It enters at a specific point. It enters through the hands of a specific set of people first. And those people, because they hold the new money before prices have adjusted higher, are able to purchase real goods at old prices with new money.

New money benefits its first recipients at the expense of its last recipients.

Inflation isn't merely a tax. Inflation is a transfer — from the people farthest from the printing press to the people closest to it.

It is how the political class thrives.

And, when the people eventually understand this is how they've been enslaved, financially, there will be a revolution.

https://t.co/HoAdZgjWv2

[Tombos21 @tombos21]

A few years ago we simulated push/fold poker tournaments with ICM and chip EV players.

Each agent knows and adjusts to each others' strategy.

The results: Those who switched to ICM sooner had a higher return. It seems switching around the 37% field remaining mark was the crucial turning point.

Players who held onto chipEV strategies all the way to the final table had a significantly worse ROI, despite winning 1st more often than every other cohort.

There's a fundamental tradeoff between going for bracelets and maximizing money in poker tournaments.

[parthebar @parthebar]

@SawyerMerritt @Tesla Literally zero original ideas at Rivian….name one!

Just copy Tesla….UI, security modes, etc

Rivian is very good at blowing thru capital….

[𝐓𝐗𝐌𝐂 @TXMCtrades]

$BTC Bear markets

This one is not so different from the others, and it may have further still to go.

[𝐓𝐗𝐌𝐂 @TXMCtrades]

The levels at which I'd gladly buy more spot gold, should they be revisited

[Northstar @NorthstarCharts]

@Steven145351 $3700 to $4000 is the most likely target area. $3000 in an extreme case.

[Northstar @NorthstarCharts]

Bond yields are at the heart of everything that's going on in the markets & nothing that's happened on this chart in the last 6 years was unexpected. What comes next is not unexpected either. Check the 1970's for reference.

[gobills11111 @gobills11111]

@amitisinvesting As missiles are flying lol

[Tarric Brooker aka Avid Commentator 🇦🇺 @AvidCommentator]

Fascinating chart from CBA showing how long the median home remains for sale on market by capital city.

The rise one would expect in Sydney and Melbourne, but Brisbane and Perth rocketing like demand just fell off a cliff vs the previous hot markets.

[AJ Investment Research @alojoh]

Looks reasonable

[Marius Schober @mariusschober]

thank me later regarding the SpaceX IPO

[Northstar @NorthstarCharts]

U-R-A-N-I-U-M: Capital is quietly rotating away from stock markets 👇

[Jesse Olson @JesseOlson]

Indeed.

$BTC will hit target four soon.

My main thesis of this bitcoin bear market road map from October 10th, was that price would retest the blue before making a new all-time high. ✅

Price just missed blue line by 3% in February, but nailed it in May.

[Álvaro J @jota_snchez]

Anna Lembke es la psiquiatra de Stanford que demostró que vivir sin dolor ni aburrimiento es la causa real depresión y ansiedad

Reveló 6 hábitos que haces todos los días y que están destruyendo tu cerebro: ↓↓

1. Coger el móvil cada vez que sientes la más mínima incomodidad

[Dyme @CryptoParadyme]

Something really cool happened over the last 30 days.

Bitcoin, for the first time in it's history, has a 200 month moving average.

That's 16 years and 8 months of history.

The bad news? It's at 20k and I pray we never test it.

[Kişi sevdiği ile beraberdir @yaarenler]

Paslanmaz çelik termosların, egzama başta olmak üzere çeşitli cilt hastalıklarına yol açtığı ortaya çıktı. Videoda gösterilen termos kodlarına özellikle dikkat edin ve lütfen bu kodlu ürünlerden uzak durun.