If you can't invest $1,000 well, you won't be able to invest $100,000 well.
More money won't make you a better investor.
It just makes your mistakes more expensive.
How do you look at some of these earnings multiples and think the market is in a BUBBLE?
$MU ~6x
$NVDA ~16x
$META ~16x
$AVGO ~19x
$TSM ~19x
$NOW ~20x
$GOOGL ~22x
I’m totally disgusted by the shootings and vandalism that took place in Toronto over the last few days, including at two Jewish-owned businesses over the weekend and near the U.S. Consulate this morning.
In all cases, active police investigations are underway. I expect all those responsible to be found, prosecuted and punished to the fullest extent of the law.
Received a tip from someone in Andrew Kolvet’s inner circle that he, along with the Turning Point in-house lawyer, plus CMO Marina Minas are headed to the White House today.
Could certainly be unrelated, but I would be remiss if I didn’t mention that Bibi Netanyahu is also slated to land into Washington D.C in a couple of hours.
America's data center boom is being fueled by companies you've probably never heard of.
About 70 firms — most predating the AI boom — are racing to build the infrastructure behind AI, raising billions and colliding with protests along the way.
https://t.co/JoV44DIZIl
Explosive show today:
-We reveal two more never-before-seen photos of Charlie’s SUV.
-Erika Kirk goes mask-down and calls me a soulless ghoul and b*tch.
-Turning Point begins signaling that they want a Sandy Hook lawsuit to put an end to people asking questions about Charlie Kirk’s assasination.
It may be time to revisit what Charlie Kirk thought about that mentality—in his own words.
Join us LIVE!
https://t.co/ULOrbjkw8g
Ignore the daily noise
Focus on:
• Earnings growth
• Cash flow
• Competitive advantages
• Management execution
Everything else is secondary in the long-term
BREAKING: President Trump says he will be imposing a 100% tariff on generic drugs being brought into the US beginning August 2028.
This tariff will increase to 200% beginning in August 2029.
Normal is broke.
Most people think credit card debt is just part of life. They think doing well in the stock market requires becoming a trader. They'd rather spend everything today than invest for a less stressful future.
Don't be normal.
With President Trump threatening tariffs on Canadian alcohol, Canada’s premiers are taking action to let Canadian consumers buy more of the wine, beer, cider and spirits they love from across the country.
Together, we’re breaking down internal trade barriers to build a more competitive, resilient and self-reliant economy.
https://t.co/u6Pn3C4LVX
Looks like the US/Iran War is back on
- Iran announced they are backing away from the agreement
- 7 Straight nights of strikes against Iran
- US announced that 2 service members were killed and several others were wounded in an Iranian attack on a US air base in Jordan. 16 service members have been killed in action since the start of the war
- Trump has reportedly ordered U.S. CENTCOM to "open the gates of hell" on Iran following the deaths of U.S. service members in Jordan
- US oil prices back above $80/brl
How will stocks begin the trading week on Monday following the escalation?
Bond traders and Fed Chair Kevin Warsh agree:
The inflation fight is far from over.
Markets have largely abandoned expectations for a July rate hike after June CPI declined, but rising oil prices, strong AI spending and persistent inflation are keeping hikes firmly on the table.
Traders now see a September or October hike as increasingly likely, and one by December as nearly certain.