The Specialist

Trader of the Financial Markets | Blockchain | Networks | Complex Systems | Servers | Operating Systems | Ancient Structures | Arts | Evolving

[Compounding Quality @QCompounding]

How Peter Lynch selects stocks:

- Trailing PE < 25
- Forward PE < 15
- Debt/Equity < 35%
- EPS Growth > 15%
- PEG Ratio < 1.2
- Market cap < $5 billion

I'll give you concrete examples here:

[The Specialist @Sah3lanthropus]

@WilderGobey What is the meaning of ''MJ'' ?

[Bitcoin Magazine @BitcoinMagazine]

JUST IN: Over $220 million #Bitcoin were taken off exchanges yesterday

Bullish 🚀

[Holger Zschaepitz @Schuldensuehner]

#Turkey’s #Inflation tops 60% despite massive interest rate hikes as oil surge worsens outlook.

[Holger Zschaepitz @Schuldensuehner]

In case you missed it: #ECB QT continues w/balance sheet shrank to €7,153bn, lowest level since Mar2021. Total assets now equal to 53% of Eurozone GDP vs Fed's 30%, BoE's 33% and BoJ's 126%.

[Aesthetica @Anc_Aesthetics]

The Witcher

[Holger Zschaepitz @Schuldensuehner]

#Nvidia establishes itself in the $1 trillion club. But expectations for Wednesday's numbers are immense.

[Holger Zschaepitz @Schuldensuehner]

This chart shows how high the expectations are for #Nvidia's figures. The share is trading at 44 times sales. It would not be the first time that the share crashes again. But maybe it will pull off the big miracle for the 2nd quarter in a row.

[Holger Zschaepitz @Schuldensuehner]

Good Morning from Germany where German business activity suffered the steepest decline for more than 3yrs in August as Services PMI slumped into contraction territory at 47.3 vs a 51.5 estimate. Businesses remained pessimistic towards the outlook as rising interest rates, customer uncertainty & high inflation continued to weigh on demand for goods & services. Notably, the survey showed an increase in inflationary pressures, driven by accelerated cost & price increases in the service sector.

[Holger Zschaepitz @Schuldensuehner]

Looks like the Goldman Sachs Non Profitable Tech Index and is virtually the counterpart to it. The price of the 100y Austrian govt bond has plunged near all-time lows & is trading 72% below ATH. The interest rate is the price of time and that means that long-dated fixed-income bonds are falling in value just like tech comps that are not profitable until the very distant future.

[Holger Zschaepitz @Schuldensuehner]

Good Morning from Germany where disinflationary forces are intensifying. Producer Prices drop for 1st time since 2020, a good leading indicator for Consumer Prices. In July, producer prices (PPI) fell by 6.0% YoY, the biggest decline since Oct2009, when the financial crisis has caused prices to collapse. Last year, the prices received by manufacturers for their goods had at times risen at a record rate of 45.8%.

[Liz Ann Sonders @LizAnnSonders]

Housing Affordability Index for first-time homebuyers has fallen to lowest/worst on record per @nardotrealtor

[Holger Zschaepitz @Schuldensuehner]

OUCH! Debt is becoming more and more expensive: US 10y REAL yield briefly exceeds 2%, highest since 2009.

[World of Statistics @stats_feed]

Personal income tax rate:

🇫🇮 Finland: 56.95%
🇩🇰 Denmark: 56%
🇯🇵 Japan: 55.97%
🇦🇹 Austria: 55%
🇸🇪 Sweden: 52.3%
🇧🇪 Belgium: 50%
🇮🇱 Israel: 50%
🇳🇱 Netherlands: 49.5%
🇵🇹 Portugal: 48%
🇪🇸 Spain: 47%
🇦🇺 Australia: 45%
🇨🇳 China: 45%
🇫🇷 France: 45%
🇩🇪 Germany: 45%
🇿🇦 South Africa: 45%
🇰🇷 South Korea: 45%
🇬🇧 UK: 45%
🇮🇹 Italy: 43%
🇮🇳 India: 42.74%
🇮🇪 Ireland: 40%
🇨🇭 Switzerland: 40%
🇹🇷 Turkey: 40%
🇳🇴 Norway: 38.2%
🇺🇸 US: 37%
🇮🇩 Indonesia: 35%
🇲🇽 Mexico: 35%
🇵🇰 Pakistan: 35%
🇨🇦 Canada: 33%
🇧🇷 Brazil: 27.5%
🇪🇬 Egypt: 25%
🇳🇬 Nigeria: 24%
🇺🇦 Ukraine: 18%
🇭🇰 Hong Kong: 15%
🇷🇺 Russia: 13%
🇷🇴 Romania: 10%
🇲🇪 Montenegro: 9%
🇬🇹 Guatemala: 7%
🇶🇦 Qatar: 0%
🇸🇦 Saudi Arabia: 0%
🇦🇪 UAE: 0%

[Holger Zschaepitz @Schuldensuehner]

Good Morning from #Germany, which looks more like a developing country when you look at the stock market. The stock market value of all listed domestic comps as a % of GDP is just 68%. In the US, the value is >200%, in Denmark 194% thx to Novo Nordisk, and in France 123%. Only countries like Italy or Spain are worse off in terms of this stock mkt indicator.

[𝕊𝕡𝕣𝕚𝕟𝕥𝕖𝕣 𝕻𝕣𝕖𝕤𝕤 @SprinterPress]

Western economic understanding Africa

[Lyn Alden @LynAldenContact]

“Major banks have the right to monitor customers' social media in privacy policies” https://t.co/N7f8TPwvsH

[KanekoaTheGreat @KanekoaTheGreat]

PRICE CHANGES 2000-2020:

🏥Hospital services 200%+
🏫College tuition 175%+
🏢 Childcare 130%+
🛒Food and beverages 80%+
🏠Housing 75%+
🚙New Car 30%+
📱 Cellphone -40%
🖥️ Software -70%
🕹️ Toys -80%
📺 Television -90%

Why have housing, healthcare, and education costs skyrocketed?

[Martin Crowley @AIToolReport]

If you're not using AI, you're falling behind

[Anthony Pompliano 🌪 @APompliano]

This is horrific.

40% of US adults report having less than $1,000 of savings.

The perfect storm of no financial education in schools and government-led destruction of the US dollar.