Daniel Mancia

Follow me: take 10 to 20 seconds to acquire relevant & interesting global business knowledge.

[Atal @ZabihullahAtal]

Stanford just released a 1.5-hour lecture on “LLM Architecture.”

This is the exact thing systems engineers at Anthropic and OpenAI require to understand at a deep level.

Give it some time.

This might be the highest-ROI learning you do this month.

[Daniel Mancia @ManciaViews]

Great article discussing how gold and gold miners can still outperform the S&P even if inflation surprises upside. Now, with current defict and amount of debt, it can be even more powerful as risk management for portfolios. https://t.co/19qWxOMOk2

[Daniel Mancia @ManciaViews]

One of the most common mistake investors make is to exclusively look at valuation metrics, growth, expansion. But as much important is the market psychology. https://t.co/WNffY0bChY

[Daniel Mancia @ManciaViews]

@LanceRoberts All it matters is if NVDA is growing and horing lol 😂

[Daniel Mancia @ManciaViews]

@McClellanOsc Watch the “Last Narc” is on Amazon Prime. Unbelievable how the CIA killed a DEA agent to keep the silent entry of Coc@ine in US to finance the Nicaragua war.

[Daniel Mancia @ManciaViews]

@McClellanOsc @McClellanOsc come on, this is all media circus propaganda. Coc@ine is free to enter the US with a “tax” by the government or cia or whoever is in the more need for money. Consumption has skyrocket in the last few years like we have never seen before!

[Daniel Mancia @ManciaViews]

@elonmusk What’s vile or what does that mean? @lisakippy

[Daniel Mancia @ManciaViews]

@NiallHarbison Please save this guy! 🙏🏻😢❤️

[Daniel Mancia @ManciaViews]

@elonmusk Clearly he couldn’t, if he could, he would.

[Daniel Mancia @ManciaViews]

@SpencerHakimian Which is dumb and a loss to all, be in prive or quality.

[Daniel Mancia @ManciaViews]

@grassosteve @federalreserve Agree 100%

[Daniel Mancia @ManciaViews]

@carlquintanilla And the correction will cause lower rates and the 2% inflation (or lower)

[Daniel Mancia @ManciaViews]

Market basically forcing FED to initiating cutting cycle in March. #fed #rates

[Jeffrey Gundlach @TruthGundlach]

Today’s interview. Enjoy!

https://t.co/14GkVBuJeZ

[Bespoke @bespokeinvest]

The Nasdaq 100:

+5.9% above its 2021 all-time high
+64% since its December 2022 low
+150% since its March 2020 Covid Crash low

[SentimenTrader @sentimentrader]

A model that monitors NYSE 52-week highs relative to lows exceeded a ratio of -1.5 to 1, with the S&P 500 only two days removed from an annual high, triggering a risk-off signal for a member in the TCTM Risk Warning Model.

[Daniel Mancia @ManciaViews]

@bespokeinvest So are we at the bottom of equities now?

[Yahoo Finance @YahooFinance]

Volatility is likely to subside in 2024 as the economy remains resilient, BMO Capital Markets' @briangbelski tells Yahoo Finance: "I think the second half of the year could be a lot better."

[Earnings Whispers @eWhispers]

#earnings season

https://t.co/lrkZgaWb5b

$TSLA $AAPL $NFLX $SOFI $META $BAC $PEP $BLK $BA $INTC $GS $TSM $UAL $VZ $DIS $PFE $F $IBM $AA $CLF $MS $CVX $T $DFS $NOW $JNJ $SCHW $SLB $PGR $GM $ASML $AXP $COP $BMY $HAL $GE

... and a reminder, companies like $MSFT $AMZN $AMD $GOOGL $PLTR $PYPL etc. won't tell us when they will report until next week or so (and any site that is giving a date for those companies is just guessing)