Michael Cordovano

Investor, $NVDA Shareholder Hold $GLD, Hold $UNP, Hold $MU, $SCHD, Hold $KO, Like precious metals, broad market investing, swing trading, and also DCA.

[Michael Cordovano @Michael28276184]

$V is a solid long term compounder and their prospects are solid and decent valuation and that’s why I chose to buy a position and am looking past the headwinds somewhat right now, they should continue to grow for years to come at a solid pace, and their will always be scrutiny.

[StockNewsRoom @S_NewsRoomCOM]

$UNP +3.0%: Union Pacific is getting a boost after J.D. Hunt's earnings lit up the transports trade. Apparently the railroad was just waiting for someone else to do the hard part of optimism.

[Thierry from arvy 🇨🇭 @ThierryBorgeat]

US Railroads keep on moving!

The whole multi-year investment case below.

$UNP $CP $NSC $CNI $CSX

[Michael Cordovano @Michael28276184]

Long term $MCD is undervalued when the environment improves foot traffic and business growth will continue to improve.

[Michael Cordovano @Michael28276184]

$V

[Michael Cordovano @Michael28276184]

$MU $NVDA and tech is getting killed today. $SCHD $KO $UNP $TJX $MCD $XLU $V are the real winners today and might be in the future. The real economy is taking charge.

[Michael Cordovano @Michael28276184]

You could either buy $KO $V $MCD $TJX instead of spec stocks for example $RGTI or if you want more good stocks $SCHD $UNP Utilities exposure with $XLU

[Michael Cordovano @Michael28276184]

You could either buy $KO $V $MCD $TJX instead of spec stocks for example $RGTI or if you want more good stocks $SCHD $UNP Utilities exposure with $XLU

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The largest US gold-backed ETF, $GLD, has recorded -$14.4 billion in outflows since March 1st.

This is 50% more than the -$9.6 billion in outflows seen across all Bitcoin ETFs since the October peak.

In March alone, investors withdrew -$8.5 billion from $GLD, the largest monthly withdrawal on record.

This was followed by -$1.7 billion in April, -$872 million in May, and -$3.2 billion in June.

Meanwhile, outflows have eased in July, with withdrawals tracking at -$46 million month-to-date.

Is the gold market setting up for a comeback?

[Michael Cordovano @Michael28276184]

$MU $NVDA and tech is getting killed today. $SCHD $KO $UNP $TJX $MCD $XLU $V are the real winners today and might be in the future. The real economy is taking charge.

[Michael Cordovano @Michael28276184]

Is this a dumb trade on Crude by the end of today on all of this Strait of Hormuz news putting upward pressure on oil

[Michael Cordovano @Michael28276184]

$USO

[Michael Cordovano @Michael28276184]

Is this a dumb trade on Crude by the end of today on all of this Strait of Hormuz news putting upward pressure on oil

[Conor McGregor @TheNotoriousMMA]

I was so sharp and so ready for this fight I cannot believe what has happened. The talk of me being off while walking in to the fight is nonsense. I was calm, ready, and confident. I am in shock what has taken place. The devil is literally staring at me right in front of my face here. I am not engaging. I will be at church tomorrow.

I will overcome this.
I will not be deterred.
I will return.

[Lukas Ekwueme @ekwufinance]

Eric Sprott: There will be a shortage of gold.

- China imported 163t of gold in May.
- We mine ~3,600 and recycle ~1,400t annually.

Annualized, China's May imports alone amount to roughly 2,000t...
That's ~40% of annual global mine + recycled supply.

And that's before considering that China produces another 400-500t annually, virtually none of which leaves the country.

China isn't just buying gold...it's building a financial system around it

With the introduction of interest-bearing gold accounts, accessible through online banking and paying roughly 1% in gold, China is beginning to eliminate one of gold's biggest historical disadvantages: "Gold pays no interest."

At the same time, China is gradually opening international trade through gold.

Trade can be settled in yuan, while surplus balances can ultimately be converted into physical gold.

China is even building gold vaults abroad, allowing bullion to be stored in friendly jurisdictions rather than Western financial centers.

So is basically saying use our currency and if you don't trust us change it to gold and store it locally

In a world where trust is declining, China is using gold's 5,000-year monetary history to gradually increase the international role of the yuan.

[Michael Cordovano @Michael28276184]

$V

[Michael Cordovano @Michael28276184]

$V is a solid long term compounder and their prospects are solid and decent valuation and that’s why I chose to buy a position and am looking past the headwinds somewhat right now, they should continue to grow for years to come at a solid pace, and their will always be scrutiny.

[Macro Alpha @MacroAlphaHQ]

The most important tech in the US economy right now is just trains moving slightly faster.
Everyone is staring at semiconductor multiples.
Meanwhile $UNP is up over 6% this month hitting 281 and nobody is talking about it.

Look at the right side of the chart.
They cleared the 255 low and just kept grinding up to tag 282.

The underlying machinery here is brutal efficiency.
Freight car velocity is up 9 percent. Terminal dwell time dropped by 11 percent.

That sounds boring until you realize this is a 165 billion dollar beast moving physical goods across 23 states.

You trade AI wrappers while a rail monopoly quietly breaks out.

Im betting we see 300 before the tech guys even notice.

[Michael Cordovano @Michael28276184]

$V

[Michael Cordovano @Michael28276184]

$MCD tapping Bryan Brown for their US chief development officer was a phenomenal move by corporate.

[Michael Cordovano @Michael28276184]

$MCD tapping Bryan Brown for their US chief development officer was a phenomenal move by corporate.

[Michael Cordovano @Michael28276184]

$V

[Michael Cordovano @Michael28276184]

For the people that buy bitcoin:native and ethereum:native your better off buying $SPY or if you want more risk $MU $NVDA or if you want downside protection $KO $UNP $SCHD $XLU. Even international like $IXUS are doing well. Crypto is a bubble not a investment its a spec.