Stephen Reiser

Vice President, #FinancialServices Strategy @IBM. #FinServ is advancing through unprecedented change - I share my personal insights here. #RadicalTransformation

[Stephen Reiser @StephenReiser]

@TheValueThinker @bitmine @fundstrat Suggest we track it and see where we are in 2/4/6 weeks. Tom Lee & Co. "famously" said Ethereum to 10 to 12K in 2025! Suggest if we tracked all of their predictions (Homebuilders, small caps, etc.) track record is very checkered. LT - no problem with Eth.

[Stephen Reiser @StephenReiser]

@TheValueThinker Collin, after a big pullback and technical damage there is supposed to be volatility. status quo. Fundamentally there is a multi year supply deficit for silver. Hence price should rise again to $100 later in 2026. You may wish to study the fundamentals.

[Stephen Reiser @StephenReiser]

@TheValueThinker Collin, yes, that is the --> "hope." We are entering an era where people want real assets (i.e., don't trust government or fiat, commodities valued) -- thus gold is proven. Bitcoin is unproven, speculative. I own some as well but --> a spade is a spade.

[Stephen Reiser @StephenReiser]

@TheValueThinker Bitcoin will recover as younger generations like it -- but this not a zero sum store-of-value game. Ethereum has real use case and likely outperforms -- here too discussion of substitutes is very understated. Financial institutions unlikely to pay $60,000.

[Stephen Reiser @StephenReiser]

@TheValueThinker SLV one could argue was fundamentally overpriced -- industrial supply and demand was not out of balanced. Investment demand (speculative) had gotten ahead of itself. Regarding Gold -- it is a proven long term store of value. Will go higher.

[Stephen Reiser @StephenReiser]

@TheValueThinker Highly unlikely that major liquidity coming from Gold to Bitcoin. China and the BRICS are building gold into their settlement system. Not Bitcoin. There can be more > 1 store of value -- issue with Bitcoin is it has no intrinsic value and in a crisis will become evident.

[Stephen Reiser @StephenReiser]

Join me in fighting world hunger! Lend your support: https://t.co/mjEZrmu2LY https://t.co/eshe4TinzE

[Stephen Reiser @StephenReiser]

@BestBuySupport Having terrible experience. Purchased Samsung Q80A 75" TV for $2,599 on 6/8 from Geek Squad Technician. Issues: 1) Amazon posted TV for $2,299; no one at BBY is helping with price match. 2) Not getting my reward points. Fix or take back TV.

[Jesse Colombo @TheBubbleBubble]

A message to Trump about the stock market bubble: if you own it on the way up, you own it on the way down!

https://t.co/WcwyKHjSmk

[Kevin C. Smith, CFA @crescatkevin]

We're not celebrating until the year is over and we are up strong at that point.

Still, thank you for the story, @slangwise

https://t.co/2cxZDKBB4v

[Stephen Reiser @StephenReiser]

Booming economy...not so. Friday's "above expectations" GDP report of 3.2% on the top line -- was bereft of discussion of the reduction of exports (temporary) and high inventory build (below the line). Adjust for these aberrations -- GDP closer to 2%.

[Stephen Reiser @StephenReiser]

If This Isn’t Stock Manipulation, I Don’t Know What Is – The Felder Report. A great read... https://t.co/hRWiiX1lEn

[Stephen Reiser @StephenReiser]

Economic reality: Fed now “listening” to mark reflects significant trepidation. Possible near term China trade agreement will be modest at best —-> Trump Slump

[Mark B. Spiegel @markbspiegel]

Perfect market today for what could potentially be another classic Business Week cover!

[Stephen Reiser @StephenReiser]

Stock Buybacks should begin to slow significantly in the intermediate term. Recents losses + rising corporate borrowing costs = dissuaded Boards of Directors. 2018 probable peak.

[Stephen Reiser @StephenReiser]

Trump's comments this weekend regarding a pot. trade deal with China may give some further short term relief to the financial sector. However, the Fed has to normalize rates and normalize the balance sheet to fight next recession -- keeping the pressure on over the next 3-12 mo.

[Stephen Reiser @StephenReiser]

Brief review of 2018 beginning of year financial predications for the S&P500. Always good to have objective advise. Per Upton Sinclair: "...It is difficult to get a man to understand something when his salary depends upon his not understanding it..."

[Stephen Reiser @StephenReiser]

Mario Draghi's (ECB) declaration this week that Q/E in Europe will end in December further indicates potential for further rising US rates. Less buyers; massive supply.

[Stephen Reiser @StephenReiser]

The Financial Services sector is carving out a longer-term top. Unless the Fed restarts Q/E -- which is unlikely for a few quarters -- the sector has topped for now. No Q/E -- then top is in and Trump Bump is done.