Lewis Donald

Dad | Husband | Researcher | 20 years Investing for retirement | Building a strong financial porffolio through stocks, metals, commodities and properties

[Lewis Donald @LewisDonaldtg]

I do get quite a few DMs asking me about market ideas, potential stocks, assets, or where I think the opportunities might be. Just to be clear, I’m not a financial adviser and I don’t give personalised investment advice.

For market insight, financial education and different market setups, one person I personally follow is Peter Brandt. You can research about him. I find his content useful for keeping up with the broader market and understanding different opportunities and risks.

So, I recommend checking out Peter Brandt on X and also follow him on his telegram channel where he shares financial contents daily. I also have a couple of books that I read many years ago which genuinely helped shape the way I think about money and make financial decisions. They’ve stayed with me for roughly 20 years.

Not financial advice, just sharing what has helped me along the way.

Thank you.

Peter Brandt on x
👇

https://t.co/WZMHdyK9up

Telegram Channel
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https://t.co/eAoqTYDyt8

[Lewis Donald @LewisDonaldtg]

@SandeepKrJainTS @ZeeBusiness Good business, strong growth, attractive structural theme, worth watching. But valuation and execution will decide whether it’s a great stock from here. Peter brandt has been teaching on this which i shared on my pinned post

[Lewis Donald @LewisDonaldtg]

The biggest advantage isn’t finding 10 good stocks. It’s identifying the 2–3 that are clearly better than the rest. A stock can look technically good on its own, but if another stock has stronger relative strength, tighter consolidations, better earnings growth and cleaner accumulation, capital should probably go toward the stronger setup. I shared my journey on my pinned post.

[Lewis Donald @LewisDonaldtg]

This is a positive signal, but I wouldn’t call it proof that Labor has "fixed" housing yet. The shift toward owner occupier borrowing is meaningful because investor lending had been running much stronger earlier in 2026. Recent ABS data also shows investor commitments falling faster than owner occupier commitments.

[Lewis Donald @LewisDonaldtg]

For traders, the handoff between sessions matters because liquidity and volatility change as different participants enter. The London New York overlap, for example, is typically one of the most liquid periods globally. However, Don’t look at your stock exchange in isolation. If you are trading Indian equities, for example, you should also understand what happened overnight in US markets, Asian markets, the dollar, bonds, gold, oil and futures. That has been my pattern which i shared on my pinned post.

[Lewis Donald @LewisDonaldtg]

@TheKouk Inventories are part of investment in GDP accounting. If firms produce goods and inventories fall, those goods are generally being sold/used rather than sitting in stock. GDP ultimately captures that production through consumption, investment, or net exports.

[Lewis Donald @LewisDonaldtg]

The interesting point is that elite private schools aren’t funded only through tuition they can build substantial philanthropic capital and alumni networks, reinforcing their ability to provide facilities, programs and opportunities that are difficult for ordinary schools to replicate.

[Lewis Donald @LewisDonaldtg]

A chart is a probability map, not a prediction machine. Good traders define their entry, invalidation, position size, and exit before the trade. Then they let price prove them right or quickly prove them wrong. The reason i have been following Peter Brandt. His market insight has changed my financial thought. I shared my jouney on my pinned post.

[Lewis Donald @LewisDonaldtg]

@paola_rojas I’m bullish on the mining/critical metals setup, but a little cautious about chasing copper after such a strong run. PB shared more insight on this. I Shared that on my pinned post.

[Lewis Donald @LewisDonaldtg]

The market isn’t angry at HDFC Bank’s existence; it’s angry that India’s premier private bank hasn’t delivered the premium growth/returns investors expected. I encourage investors to watch out for other oppotunities in the financial market. I shared some insight about my financial journey on my pinned post.

[Lewis Donald @LewisDonaldtg]

Right now the backdrop for metals is attractive. Gold remains structurally strong, copper is near record highs, and supply constraints are becoming increasingly important. Copper recently reached around $14,334/t, while mine supply remains tight. Peter brandt has been taking us on a series on Gold, copper and silver. His analysis on these assets are highly educative. I shared that on my pinned post.

[Lewis Donald @LewisDonaldtg]

@MrBreakouts @YouTube What is FEX worth at 26c, 40c, 60c and $1 based on FY27 free cash flow, dividend and 10Mtpa production?

[Lewis Donald @LewisDonaldtg]

@TheGladiatorHC That’s the mindset I prefer. You don’t need to predict the future perfectly; you need a strategy that can survive in the financial market. Peter Brandt shares so much insight on this which i shared on my pinned post.

[Lewis Donald @LewisDonaldtg]

Rickards’ current argument is that this wouldn’t necessarily be a normal commodity rally; he is effectively forecasting a rapid repricing of gold caused by a combination of debt, monetary policy, currency concerns and geopolitical stress. His own latest commentary says $10,000 could potentially happen before year end, while also emphasizing that this isn’t meant as a precise December 31 deadline.

[Lewis Donald @LewisDonaldtg]

@CardanoFeed My positioning would be:

Short term ~ cautious
Medium term ~ wait for confirmation
Long term ~ potentially attractive if you genuinely believe in Cardano’s fundamentals and can tolerate extreme volatility.

[Lewis Donald @LewisDonaldtg]

If India successfully compounds its economy, productivity and corporate earnings for the next 20 years, NIFTY 1.5 lakh is a reasonable long term possibility, not a guaranteed destination. 1.5 lakh in 2047 won’t have the same purchasing power as 1.5 lakh today. Inflation matters enormously over 21 years. so, Wouod rather advice investing for India’s long term earnings and productivity growth, rather than “invest because of a NIFTY target.”

[Lewis Donald @LewisDonaldtg]

@chavez66224 @blknoiz06 nice idea

[Lewis Donald @LewisDonaldtg]

@AltcoinAce_X great point, Peter has shared so much insight on this, especially on TG(tg_peterbrandt). His analysis has helped shape my thoughts in the financial market.

[Lewis Donald @LewisDonaldtg]

@chavez66224 @blknoiz06 haha.

[Lewis Donald @LewisDonaldtg]

But there’s an important distinction. If by “Ansem” you mean ANSEM/The Black Bull, that is a memecoin, not really a “project” in the same sense as a protocol or infrastructure token. It launched on Solana in June 2026 and has been extraordinarily volatile. Your reasoning on PUMP is actually more interesting from an investment analysis perspective. PUMP has something ANSEM doesn’t.