@bennpeifert Semi pro answer here - for single name stocks, learn how to read and listen. So much information in filings and earnings calls. Once you’ve formulated a solid understanding and view on the company, pair that with your view of the economy and environment. Model R/R and execute.
@nope_its_lily Difference being after a couple thousand years of trying to kill each other we figured out it was a good idea to try stop that. American national identity is only a couple hundred years old, so a child really. No wonder everything seems funny.
@conksresearch Good call going later in the day. Watched too many Law & Order episodes to know that nothing good ever happens early in Central Park.
@EpsilonTheory The transformation was already completed in early April when this nonsense was released. Fully embracing of tariffs and banging the unfair trade practices drum. https://t.co/2CKPzBUgS9
@EpsilonTheory I mean sooner or later there’s bound to be a narrative that sticks to justify whatever Erodğanesque shit they get up to. Today’s strategic vision is yesterday’s Fed building upgrades is last week’s too late.
@donnelly_brent Capex gonna Capex. Make the chart really wild and do depreciation vs. Capex on a rolling 12 months basis. @RealJimChanos is onto something with it!