Listen2Learn

Here to learn + share perspectives. Portfolio Mgmt/Not Trader. Financial markets humble everyone eventually. Rarely on here But chatty whenever here.

[Listen2Learn @Listen2Learn]

@TommyThornton Child-friendly content with two fluffy puppets. Felt sorry for the puppets, who looked oddly sad and scared. Makes one wonder.

[Listen2Learn @Listen2Learn]

@kylenabecker @CNN Why so mean to two cute little puppets on Constant Nonsense Network?

[Listen2Learn @Listen2Learn]

@mostlypeaceful Will Ferrell delightful, funny + surprisingly deep fellow. CNN kiddie fluff more like...

[Listen2Learn @Listen2Learn]

$NVDA pumpers amuse me: $NVDA likely sub100 4Q2024. Today AI = All-Hat-No-Cattle Pump. Hucksters Rebranded Statistics 4Sale2 CSuite Suckers + Math ignoramuses. Companies quietly rolling back programs. By 2028, AI gets real. Until then, preserving my $ elsewhere.

[Listen2Learn @Listen2Learn]

@Stockspy1 $NVDA headed sub100 Oct/Nov. Today's AI = All-Hat-No-Cattle Pump. Today's AI = statistical analysis rebranded by Hucksters 4Sale2 math-dummy C-Suite Suckers. By 2028, AI gets more real, but not yet.

[Listen2Learn @Listen2Learn]

Ditto Below. US Mkts $SPY $QQQ out-of-whack as % of Total World. Macro Rebalance + Global Sluggish Growth implies better opportunities elsewhere esp Global Staples $KXI, Global Traditional Telcos, Global Utes $JXI

[Vermilion Research @VtrResearch]

Expecting Downside Ahead $ACWI $SPX; Stick With Defensive Sectors; Downgrading Taiwan $EWT $TSM to Market Weight; Global Discretionary vs. Staples Ratio (RXI/KXI) Signals Risk-Off Environment. $CCEP $IMBBY $BRFS $AHODF $TSCDY $TAC $ERIC $DTEGY $VONOY https://t.co/2Tx9sD4cnx

[Listen2Learn @Listen2Learn]

Accumulating $BABA $FXI . Slow cooker comfort food for FY2025/6 portfolio. Bad news fully baked into price. Market oblivious to positive FY2025 whispers.

[Listen2Learn @Listen2Learn]

🏈Risk Mgmt #1 Factor in Volatile Markets
$BABA waiting/watching
$FXI trend slowly bottoming/improving
Prefer2Wait4 Catalyst / Lower Risk Entry
🏈Game Strategy in High Volatility =
LowRisk w HigherPrice > HighRisk w Lower price

[Listen2Learn @Listen2Learn]

Yen Volatile in upward trending channel $FXY.
Breaking 30-year downtrend. Aircraft carrier slowly change course w Major Shifts Global Macro. Fade $SPY $QQQ. Hide in $XLU $XLK. Accum longterm sleepers $FXI $EWJ on pullbacks. NA DYODD

[Thus spoke me, DP @darenpa72]

That awkward moment when the Fed cuts and BoJ raise.

[Listen2Learn @Listen2Learn]

Era Ending for 🇺��� Global Industry Leaders ???
Slow Death March: Decades Offshoring + BRICs + Infrastructure Decay + Corruption
$BA $F $INTC etc -v- $EADSY $BYDDY etc
End $SPY $QQQ Era or Longterm Buying Oppty?
Prefer $EEM $ARGT $EWZ next 36+ months
NA / DYODD

[Listen2Learn @Listen2Learn]

@Mike_Taylor1972 Nice spoof. Some bobo on a (real) ZOOM call asked me to enter my pronouns. So I entered "Your Royal Majesty" (pron) and "Your Highness" (possessive). Why are adults playing Children's Teddy Bear Tea Party?!?

[Listen2Learn @Listen2Learn]

Market Rope-A-Dope Oscillates into US election. Up days good for Limit Orders on a few LEAP (PUT) entries = Low-risk w Potential-high-reward. Paid2Wait in $XLU $XLV $BIL $TLTW, with trailing stops

[Listen2Learn @Listen2Learn]

Succinct. Bull Trap. Going2Beach🏖️

[Kurt S. Altrichter, CRPS® @kurtsaltrichter]

I am still calling bullshit on this rally.

It has all the signs of a fake-out.

Institutions are selling.

[Listen2Learn @Listen2Learn]

@omshanti08 Not Bullish $CI $XLE $XOP w USA/China/Germany slowing + Saudis holding back est 4mn bbl/day + Downside MoMo if Trump. Energy gets more interesting 2Q2025on. Just humble perspective.

[Listen2Learn @Listen2Learn]

@oguzerkan Agree $BABA appears good value across all metrics. Market/Political gyrations have me waiting for more $FXI trend confirmation.

[Listen2Learn @Listen2Learn]

@levenson_david Beyond Absurd. No way $20Tn unwinds "fast" barring asteroid hurtling towards Earth. "Shocked" that $JPM pumping their book so that the House wins.

[Listen2Learn @Listen2Learn]

Pick Your Spot2Fade $QQQ $SPY Bull Trap.
Hope $QQQ rises to 460 for My Fade.
Respect Season (see 2023 below) + Fundamentals
-or- Risk Mashed Potato Portfolio

[Listen2Learn @Listen2Learn]

Tide going out, poor time to surf $NDX $SPY. Market hopes rely on $NVDA + Jackson Hole. Good news fully priced in >> Any bad news means lookout below.

[Listen2Learn @Listen2Learn]

@ProlificTrader2 @TommyThornton Reminder: "Mean Ole Trump" made Big Fat Zero Wars🎯. And crafted Saudi/Israeli Abraham Accords, which OBiden stalled in 2021. OBiden attacked EU w Nordstream blowup. Plus Saint Obama destroyed Libya, ignored Syrian Red Line, which created refugee disaster. Furious exLondoner

[Listen2Learn @Listen2Learn]

@TommyThornton Like 1990s Russia, Oligarchs/Oligopolies w DNC/GOP machines revolving around $. Many in rest-of-world prefer Trump Peace Dividend (Abraham Accords etc). Plus OBiden blew up Nordstream. With Allies like OBiden, who needs enemies? Few in USA appreciate implications there.

[Listen2Learn @Listen2Learn]

🏈Risk Mgmt #1 Factor in Volatile Markets
$BABA waiting/watching
$FXI trend slowly bottoming/improving
Prefer2Wait4 Catalyst / Lower Risk Entry
🏈Game Strategy in High Volatility =
LowRisk w HigherPrice > HighRisk w Lower price

[Oguz Erkan @oguzerkan]

$BABA will generate $191 billion revenue in 2028 even if you assume just 10% annual revenue growth.

This is more than its current market cap. You are basically paying nothing for its 2029 revenue.

P/B is getting close to 1.

It’s the cheapest big-tech stock.

[Listen2Learn @Listen2Learn]

@JaguarAnalytics Past few yrs $AMZN recruited $MCK sales execs bc $AMZN push2healthcare. AWS subsidizes push. Hope not swapping one oligopollst for another. $AMZN killed book industry / drove up prices, so skeptic on $AMZN health. USA healthcare = corrupt, inefficient swamp.