Bruce Campbell, CFA, CAIA

Founder & Portfolio Manager of StoneCastle Investment Management Inc. Managing portfolios of distinctive and undiscovered growth companies. Posts ≠ Advice

[Stockhouse Publishing @stockhouse]

AI is moving beyond chips—into photonics and space-based connectivity as data demand outgrows copper networks.

@SC_FUNDS highlights Lumentum $LITE, Corning $GLW, and Coherent $COHR driving this shift. Watch Markets in Motion.

#AI #Investing #Photonics #SpaceEconomy #StockMarket

[Robin R. Speziale 🍁 @RobinSpeziale]

https://t.co/bMogU3d1V5
🎧 #NEW (Now Listen On #Spotify): A Conversation with Bruce Campbell -- StoneCastle Investment Management ⤵️

💚 @SC_FUNDS

#CapitalCompoundersShow 🤝 @spotifypodcasts

[Bruce Campbell, CFA, CAIA @SC_FUNDS]

@RobinSpeziale @VitalHubCorp @LightwaterPart @CompTortoise @iFabricCorp @Larry_MacDonald @hillside_wealth @Stocks_Stones @hyperchargeco @camrrowe @ecwpress @TMFOHCanada @BurnYrMortgage @PrecipiceCap @brettgardner_10 @PaulAndreola @DonvilleKent @frochon Robin it was a pleasure to join you and love the guests you have had. Been binge watching the entire holidays.

[Paul Andreola 🇨🇦 @PaulAndreola]

How Canadian is this at 5:40 in the morning?

[David Cox, CMT, CFA @DavidCoxRJ]

h/t @SC_FUNDS you know you influenced this one Bruce! thanks!

[David Cox, CMT, CFA @DavidCoxRJ]

i hadn't been looking at too many #RRGchart's in a while, but a recent conversation led me back to a few this week... #SectorWatch - you can see technology and energy still aren't pointing in the #bullish direction

[Bruce Campbell, CFA, CAIA @SC_FUNDS]

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[Charlie Bilello @charliebilello]

Over the last 30 years, the purchasing power of the US consumer dollar has been cut in half due to inflation.

At the same time, the S&P 500 has gained 840% (7.8% per year) after adjusting for inflation.

Why you need to invest, in one chart...

[Grant Hawkridge @granthawkridge]

An effective method to recognize uptrends is if the 50-day average is above the 200-day average.

73% of S&P 500 stocks have a 50-day average above their 200-day average.

This is the most substantial percentage since October 2021, indicating a significant uptrend in the market.

[Atrium Research @Atrium_Research]

Our team has published a management interview with Jean-Francois Boursier from ADF Group. The interview covers a detailed discussion of ADF's operations, growth strategy, capital allocation, and backlog. $DRX.TO $DRX.T

Watch the interview here: https://t.co/zvQbD3ZnYX

[Kyle Grieve @IrrationalMrkts]

The discovery process in action for Thermal Energy International.

$TMG.V $TMGEF

[Ryan Detrick, CMT @RyanDetrick]

It took close to three years to go from 4k to 5k, but it is finally here.

Now what?

Looking at previous milestones (100, 1k, 2k, 3k, 4k) showed these levels did little to slow things down.

Higher 6 months later each time and up 8.0% on avg vs avg 6 month return of 4.4%.

[Paul Andreola 🇨🇦 @PaulAndreola]

Thanks for this data

[Sammy J @sammyj_19]

👀👀

[SentimenTrader @sentimentrader]

Something odd is happening under the surface of the stock market.

The S&P 500 hit record highs last week at the same time an indicator of underlying selling pressure spiked to panic levels. 

That's never happened before.

[Bruce Campbell, CFA, CAIA @SC_FUNDS]

Are you able to help?

I'm looking at a new format for a weekly investment program/show. Could I get your feedback so I can build the best show possible. If there is something I have missed, please be sure to reply with your answer.

Thanks for your help! 🙏

[Paul Andreola 🇨🇦 @PaulAndreola]

"The hardest part of achieving a great long-term investment track record is over half the time your returns will look average. You can go years where it feels like you are working hard for mediocre returns. Then all of a sudden it changes and the previous year’s efforts, perhaps helped by a better macro environment create circumstances where you don't have to work as hard for your returns. The world works for you and pulls forward 5-10 years’ worth of returns and riches in a single year."

[Jordan Zinberg @BedfordParkCap]

Please join me today on @BNNBloomberg at 12pm for @marketcall when I will be taking calls and emails on Canadian small and mid-cap stocks. Have a question for me? Call 1-855-326-6266 or email your question to [email protected]

[Against All Odds Research @JasonP138]

Japan usually peaks and bottoms before the $SPX. Right now it is breaking out to new highs. What does that mean?

[Paul Andreola 🇨🇦 @PaulAndreola]

Very cool stuff here Ted. Thanks!