Mispriced Assets

Talking markets and building a SMID-cap tund.
Unhedged views on stocks, economics, & crypto + everything else. Top 50 Finance Substack.

[Mispriced Assets @NickMemo17]

https://t.co/94DP729hue

[Mispriced Assets @NickMemo17]

Despite the pullbacks in gold prices over the last few weeks, gold ETF holdings continue to rise and are closing in on Feb. 2026 highs

(Chart: Bloomberg)

[Mispriced Assets @NickMemo17]

The interest rate on 30-year U.S. government bonds has risen to the highest level since 2002.

#USD #Gold

[Mispriced Assets @NickMemo17]

Markets are now pricing in a hiking cycle that takes rates to around 5% by September 2027. Honestly, that seems pretty ridiculous to me.

[Mispriced Assets @NickMemo17]

@TrumpSucks911 The insider selling is worth watching, but it doesn’t erase the underlying turnaround story.
I’ve been watching this one closely. If you want my full take and how I’m approaching it, reach me on Telegram: https://t.co/CGbnmPLAQo

[Mispriced Assets @NickMemo17]

$GRPN

[Mispriced Assets @NickMemo17]

@TrumpSucks911 There’s actually a lot to like about $GRPN here. Active customers are growing, international revenue is up 8%, free cash flow is positive, and management expects growth to accelerate in the second half.

[Fred Krueger @dotkrueger]

https://t.co/mQjKN28J1v

[Mispriced Assets @NickMemo17]

Individual stocks starting to look cheap again. Finding a lot of decent deals here.

[Mispriced Assets @NickMemo17]

Just dropped a portfolio update in the chat for my paid subs!

[Mispriced Assets @NickMemo17]

Dick n Nick have climbed substack rankings together.

Some who have grown the last year have gamed it, some paying for promotion…

Dick just uses a driver off the deck.
Congrats.

[Dick Capital @Dick_Capital]

To celebrate Dick Capital’s one-year anniversary on Substack, we’re running a special offer for the next week. ♥️

In one year, we’ve become one of the top publications in Finance, uncovered some of the market’s biggest themes before they went mainstream, and watched subscribers completely change their financial lives.

Thank you to everyone who has been part of the journey.

Until October 4, you can subscribe for less than a dollar a day and join us.

Full post + special offer available through the link in our bio.

[Mispriced Assets @NickMemo17]

Despite the pullbacks in gold prices over the last few weeks, gold ETF holdings continue to rise and are closing in on Feb. 2026 highs

(Chart: Bloomberg)

[Mispriced Assets @NickMemo17]

Bond volatility is picking up hard. Bessent’s $6B rollover this week is tiny compared to a $1T+ market.

[Mispriced Assets @NickMemo17]

Didn’t expect $META to have the week it just had 😂

Congrats Meta bulls. I was way too skeptical of Mark and thought the strategy wouldn’t work.

Clearly, I was wrong. Credit where it’s due.

[Chris @ChrisGPT]

🚨 META JUST UNVEILED THE VR GLASSES

100 grams on your face - about the weight of a deck of cards. Meta says it has “the best display system that we have ever made,” and people in the demo were literally saying “it is like a computer” and “you could edit a whole movie just using the table.”

As Mark explained this is cinema, computer, and a game console all in one, with 3D space, virtual screens, hand occlusion, and DisplayPort over USB-C.

James Cameron’s reaction is probably the best quote in the whole segment “I’m inspired by what you’ve created. I’d like to see my work in these glasses.”

I am completely one shotted these look amazing!

[zerohedge @zerohedge]

It's spreading: Meta data center bonds crashing to B2/B levels (7.5%) despite A+ rating. Market calling bluff on residual value guarantees.

[Roger @rdd147]

$ORCL bonds crossing 8.3% for the first time after Larry Ellison used the Enron trick (first time anyone did since Enron) of “Customer Pre-Payments with a Significant Interest Component” to hide Operating Cash Flow Problems.

Notably Oracle also was the first Publicly Listed US company outside of drillers and Miners (or Covid) to use Force Majeur to avoid paying on a data center lease it couldn’t afford, since… you guessed it… Enron.

[Geiger Capital @Geiger_Capital]

Crazy to think about how Trump could’ve had one of the most successful and popular presidential terms in modern American history… and they completely punted it.

He was elected by a historic coalition and was the first Republican to win the popular vote in decades because of two issues: inflation and illegal immigration.

Inflation was already falling after the Covid and Biden era spending. All he had to do was close the border, conduct mass deportations, and let the economy/AI cook while pushing through deregulation.

Instead, after explicitly running on ending foreign wars, he immediately started a war with Iran which has taken over the entire term. Inflation, energy prices and mortgage rates have all climbed and are heading in the wrong direction. His approval is at an all-time low. He sacrificed his own domestic agenda for a war in the Middle East alongside Israel.

Republicans are now going to lose the House, possibly the Senate, and the next 2 years will be nothing but DC gridlock and investigations. The odds of handing America to the far-left in 2028 have also dramatically increased.

[Sagar Kadakia @S_Kadakia]

Introducing the Qualitate AI Disruption Report.

Across 4,800+ discussions, enterprise software buyers linked AI to lower/flat vendor spend or planned churn in 9% of conversations. Up from 3% six months earlier.

Here's where the pressure is building:

[Mispriced Assets @NickMemo17]

@phenomenaludo Skskskskssksksksksksks abeg.

[vanessa @thyhighs]

hi follow my cooking IG !! @vanessas_eats