Massimo Giampietro 📈🔝🥂🍾

Financial advisor & Family man

[GURGAVIN @gurgavin]

NOW THAT SPACEX IS FINALLY PUBLIC TODAY

THE NEXT QUESTION IS WILL SPACEX AND TESLA MERGE ??

THERE IS A 54% CHANCE ON KALSHI THAT BOTH COMPANIES MIGHT MERGE BY MAY OF NEXT YEAR

$TSLA $SPCX

[Massimo Giampietro 📈🔝🥂🍾 @MAX_JUMP]

#SpaceX è la settima società quotata più preziosa al mondo, con un valore di 2,19 trilioni di dollari.

[Massimo Giampietro 📈🔝🥂🍾 @MAX_JUMP]

giovedì del #TACO

[GURGAVIN @gurgavin]

FUN FACT

THE ONTARIO TEACHERS’ PENSION PLAN INVESTED $300 MILLION INTO SPACEX IN 2019

THAT STAKE IS NOW WORTH $16 BILLION

NEARLY A 5,200% RETURN IN 7 YEARS

THIS MAY GO DOWN AS ONE OF THE BEST INVESTMENTS EVER MADE BY A CANADIAN PENSION FUND

🇨🇦🇨🇦🇨🇦

[Massimo Giampietro 📈🔝🥂🍾 @MAX_JUMP]

$DRAM è il nuovo termometro dell’AI.

[Tiho Brkan @TihoBrkan]

Investing is a second-level thinking domain.

First-level thinking is where you ask, "Is this a good asset?"

More than 90% of all of the content, research and focus is designated on this level of thinking. There are 100s of blogs and podcasts centred on answering that question with deep dives and 10,000-word research reports.

If the game was all about buying great assets, then research analysts would be the richest people on Wall Street. However, they are merely compensated by a salary.

Alpha, excess return or outsized equity gain is generated by asking the second-level thinking question: "What is everyone else assuming about this asset?"

Additional or follow-up 2nd-level questions might be:
• What is the consensus view?
• What is already priced in?
• What is the level of expectations embedded in the price?
• Who is on the other side of the trade?

Perhaps George Soros summed it up the best when he said, "Money is made by discounting the obvious and betting on the unexpected."

[Massimo Giampietro 📈🔝🥂🍾 @MAX_JUMP]

this market is topless.

[Jesse Cohen @JesseCohenInv]

🚨It's Black Friday in Asia.

🇰🇷Korea's Kospi -6.1%
🇮🇩Indonesia's IDX -2%
🇯🇵Japan's Nikkei -1.7%
🇭🇰Hong Kong's Hang Seng -1.6%
🇨🇳China's Shanghai Index -1%

[Mohamed A. El-Erian @elerianm]

HUGE jump in US PPI inflation:
Powered by an eye-popping 1.4% rise in April, nearly triple the 0.5% consensus, the annual rate has hit 6% (crushing the 4.8% consensus forecast).
Core PPI followed suit, surging 1% (vs. 0.3% expected), bringing annual core inflation to 5.2% (consensus was 4.3%).
While the mapping isn't 1:1, these numbers strongly suggest that higher consumer inflation is still coming through the pipeline.
#economy #markets #inflation

[Massimo Giampietro 📈🔝🥂🍾 @MAX_JUMP]

@andreavianel Tanti auguri 🥳 🎂🥂🍾🍾

[The Kobeissi Letter @KobeissiLetter]

BREAKING: S&P 500 futures surge to a new record high on reports of a second round of US-Iran peace talks.

This puts the index over +12% higher since the March 30th low.

A massive short squeeze is underway.

[Peter Schiff @PeterSchiff]

West Texas oil just rose above $115. Gold is down on the news, off $40 and trading just below $4,635. But higher oil prices, which will weaken the U.S. economy and lead to bigger budget deficits and higher inflation, are actually bullish for gold. Buy now! https://t.co/GGNU9tT9EQ

[PaxTrader777🇺🇸 @paxtrader777]

We have to learn to let the market work and stop trying to work the market.

We are market takers, not market makers.

[Massimo Giampietro 📈🔝🥂🍾 @MAX_JUMP]

“E' l'impazienza della vittoria che garantisce la sconfitta” -Luigi XIV 📷 📷

[Massimo Giampietro 📈🔝🥂🍾 @MAX_JUMP]

@highyield6 bad actor!

[Massimo Giampietro 📈🔝🥂🍾 @MAX_JUMP]

Il #VIX non scende anche durante un forte rally dell’S&P 500, segnale che i trader non credono alla stabilità del movimento.

👉 Questo è un segnale tipico di:

short‑covering rally

melt‑up non sostenibile

hedging ancora molto attivo

[Nic @puckrin]

This is Wild.

Deutsche Bank has developed an index that helps to predict the next TACO by Trump.

It has proven effective in previous big Trump pivots.

The "Pressure index" combines one-month change in approval ratings, one-year inflation expectations and performance of the S&P 500 & t-bill yields.

The higher it goes, the greater the chances of 🌮

[Steve Burns @SJosephBurns]

“When the best setups don't work, you don't go to the worst setups... you go to cash.”

— Mark Minervini

[Massimo Giampietro 📈🔝🥂🍾 @MAX_JUMP]

#insidertrading

[Chris Murphy 🟧 @ChrisMurphyCT]

Early Monday morning, seconds before Trump posted he was postponing escalation of the war in Iran, a handful of oil market bets were made to cash in on Trump's post. These were people with inside info - most likely in the White House.

You need to know this story of corruption.

[tic toc tic @TicTocTick]

This is a good tweet.

Fertilizer stocks below —

$MOS

$IPI

$NTR

$CF

You’re welcome.