Jennifer, CFA

Active managers can win — and I’m here to prove it
Founder Edge Equity Capital
Where human mastery meets market mastery

[Jennifer, CFA @Jennifer02Cfa]

@DefiyantlyFree 40!

[Jennifer, CFA @Jennifer02Cfa]

@realdogeusa @elonmusk 10!

[Jennifer, CFA @Jennifer02Cfa]

@matt_vanswol More!

[Jennifer, CFA @Jennifer02Cfa]

@RonDeSNews A

[Jennifer, CFA @Jennifer02Cfa]

@spdoran22 Well, they didn’t raise prices to fully offset higher costs so I don’t think so. P&G is a staple, but with a portfolio of branded products, and runs a risk that the consumer can always trade down.

[Jennifer, CFA @Jennifer02Cfa]

$PG raised full year organic sales growth this morning on fiscal 2Q results. Consumers continue to absorb higher prices...

[Jennifer, CFA @Jennifer02Cfa]

Raised sales growth but maintained full year EPS on higher commodity and freight costs

[Jennifer, CFA @Jennifer02Cfa]

Keybanc downgraded the homebuilders today on rate hike risks which is a traditional call based on historical patterns, but how does the housing shortage play into this environment? This will be interesting to watch.

[Jennifer, CFA @Jennifer02Cfa]

Recently interviewed an industry veteran within the single-family rental market who still sees significant runway ahead..
$INVH $AMH @StreamRG

[Jennifer, CFA @Jennifer02Cfa]

I started running Monte Carlo Simulations on $BTC in 2019 and interestingly, predicted prices have fallen within range..

Here are predicted results for the next 365 days:
largest possible outcomes fall within in the range of $50-100K, upside to $100-150K #python

[Jennifer, CFA @Jennifer02Cfa]

A snapshot of 2021:
Higher return from $BTC but higher returns on a risk-adjusted basis from the $SPX
#pythoncode

[Jennifer, CFA @Jennifer02Cfa]

Day 79: Bitcoin is the clear winner YTD...
commodities coming in at a far distant #2
#pythoncode #100DaysOfCode

[Jennifer, CFA @Jennifer02Cfa]

@aDissentient Interesting, you are many steps ahead of me in this research exploratory phase, I would appreciate if you kept me posted on your findings!

[Jennifer, CFA @Jennifer02Cfa]

Day 77: Beginning an analysis on US renewable energy data-today looked at on-grid solar PV and onshore wind energy #100DaysOfCode #data #Python

[Jennifer, CFA @Jennifer02Cfa]

@aDissentient I think you will find this article helpful: https://t.co/Uxo12hUWFl

[Jennifer, CFA @Jennifer02Cfa]

Day 78: Treasury yields are rallying.. financials following along... #100DaysofCode #Python

[Jennifer, CFA @Jennifer02Cfa]

Accidentally deleted Day 69 12/9/2020 tweet trying to retweet today, in summary: given the distributions of probable Bitcoin prices over the next 365 trading days fell in the range of $20-40k (as of 12/9), looking for a potential pullback #BTCUSD

[Jennifer, CFA @Jennifer02Cfa]

Day 76: Remarkable moves in the renewable energy space this past year 🚀 #BP looks interesting, stock doesn't appear to have priced in new low carbon goals #100DaysOfCode #Python

[Jennifer, CFA @Jennifer02Cfa]

Day 75: Re-ran the code on $SWBI, estimate revisions recently +13% on current year, flat on next year, background checks strong but decelerating, would use today's strength to take profits #100DaysOfCode #Python3

[Jennifer, CFA @Jennifer02Cfa]

Day 55: Cleaned up my code to seamlessly run NICS data with visuals, this will be interesting data to track in the coming weeks... #100DaysOfCode #Python3 #building #investingwithtech

[Jennifer, CFA @Jennifer02Cfa]

Day 74: S&P 500 Energy index was a major loser in 2020, is it ready for a 2021 rebound? The CBOE Volatility Index may provide insight showing a strong negative correlation with the price of crude oil #100DaysOfCode #Python #newtradingyear