QualityInvestorDaily

Investor trying to beat the S&P 500 | Daily insights, not financial advice

[QualityInvestorDaily @QualstocksDaily]

@KGInvests_ The reason peg looks so cheap is because growth “forecast” are enormous. The Shiller CAPE is above 40 (highest since 1999) and Market Cap to GDP is off the charts. I’m not bearish long term but we have been over earning and will likely see a healthy pullback.

[QualityInvestorDaily @QualstocksDaily]

@KGInvests_ @JManCapital That’s what half of these accounts do 😂 might as well say it’s $1000 stock!!

[QualityInvestorDaily @QualstocksDaily]

@belbeleggers The generational opportunity was in April 2024 when the stock was trading at $2.00. You’re catching a falling knife now.

[QualityInvestorDaily @QualstocksDaily]

Yields spike every day now!

[QualityInvestorDaily @QualstocksDaily]

I added $INTU yesterday. I like the risk/reward here.

[QualityInvestorDaily @QualstocksDaily]

@DvdndDiplomats Nike is in a whirlwind of negativity. They also make junk products compared to their competitors

[QualityInvestorDaily @QualstocksDaily]

@KGInvests_ Tough environment right now. A lot of value traps out there!

[QualityInvestorDaily @QualstocksDaily]

@Mapago9 $hpe

[QualityInvestorDaily @QualstocksDaily]

Morning update!

[QualityInvestorDaily @QualstocksDaily]

This is concerning but I’m sure this market won’t care haha

[unusual_whales @unusual_whales]

BREAKING: Ray Dalio warns the U.S. may not be able to count on its biggest foreign lenders.

China and Japan, two of the largest foreign holders of U.S. Treasuries, are showing weaker demand.

China's holdings have fallen by more than half, from $1.3 trillion in 2013 to about $618 billion.

Japan still holds roughly $1.1 trillion.

Dalio says less foreign buying could put even more pressure on U.S. borrowing costs, with the 10-year yield hovering near 5.3%.

[QualityInvestorDaily @QualstocksDaily]

@Mr_Derivatives You’re the 🐐

[QualityInvestorDaily @QualstocksDaily]

Morning update for everyone!

[QualityInvestorDaily @QualstocksDaily]

@alc2022 Predicting macro is impossible. Doesn’t mean it doesn’t matter though.

[QualityInvestorDaily @QualstocksDaily]

@unusual_whales Yeah because the NYP definitely decides that

[QualityInvestorDaily @QualstocksDaily]

@MichaelPBento People have no idea. I’m not a bear long term but we haven’t been in this kind of environment in a long time

[QualityInvestorDaily @QualstocksDaily]

@PeterSchiff The economy would implode if that happens

[QualityInvestorDaily @QualstocksDaily]

Bond yields continue to rise. Not trying to scare people because stocks can continue to rise on strong earnings but we haven’t been in an environment like this in a longtime. I think it’s going to be harder to make money the next few years than people realize.

[QualityInvestorDaily @QualstocksDaily]

Right now I’m watching $BSX $AXP. Will likely start smaller positions in both this week.

[QualityInvestorDaily @QualstocksDaily]

@KGInvests_ I’m afraid yields aren’t done

[QualityInvestorDaily @QualstocksDaily]

Good morning everyone!