Tsveta Dimitrova

∀i,xᵢ ∈ Sᵢ, xᵢ ≠ xᵢ*: fᵢ (xᵢ*, x*₋ᵢ) ≥ fᵢ (xᵢ, x*₋ᵢ) Economist, All Things Digital fanatic

[Tsveta Dimitrova @TsvetaDimitrova]

I just made a donation to @UNICEFCanada. Join me in helping children get the life-saving care, supplies and protection they need to reach their full potential. https://t.co/crZz6q8xql

[Dave Ramsey @DaveRamsey]

Everyone’s freaking out about the tariffs and the stock market dropping, but here’s the deal: This isn’t the end of the economy.

If you're a real investor, you don’t make decisions based on headlines. You think long term. The market is still up over time. Wealth is built by staying steady. When the market dips, it’s not time to panic—It’s time to buy. It’s on sale.

The only people who get hurt on a roller coaster are the ones who jump off in the middle. Stay in. Keep investing. You’ll be just fine.

[Charlie Bilello @charliebilello]

Increases over last 4 years...
CPI Medical Care: +8.9%
CPI Apparel: +15.6%
US Wages: +17.1%
CPI Food at home: +20.5%
CPI New Cars: +20.9%
CPI Shelter: +22.6%
CPI Food away from home: +25.8%
CPI Used Cars: +31.1%
CPI Electricity: +31.6%
CPI Gas Utilities: +32.8%
CPI Transportation: +45.6%
Actual Home Prices: +47.1%
CPI Fuel Oil: +76.6%
CPI Gasoline: +92.4%

https://t.co/yac9cFyL9F

[Quality Stocks @Quality_stocksA]

Do you want to find investment ideas in the following countries?
🇸🇪🇳🇴🇵🇱🇮🇹🇰🇷🇫🇷🇬🇧🇨🇭🇦🇺

Here is a 🧵 with 14 stocks from each country and their metrics

Let's begin with 🇸🇪

[Charlie Bilello @charliebilello]

At $2.6 trillion, Nvidia's market cap is now over $900 billion higher than all of the companies in the S&P 500 Energy sector ... combined.

The net income of the Energy sector is $128 billion vs. $43 billion for Nvidia. $NVDA $XLE

Video: https://t.co/4tpiQtpWpJ

[Shay Boloor @StockSavvyShay]

UBS predicts the AI industry's revenue will grow at a ~72% CAGR from $83B in 2024 to $420B in 2027.

The semiconductor ecosystem is complex, but here is my simplification on my 20 favorite companies within this space -- ranked from most to least expensive based on 2024 metrics👇

[CrossBorder Capital/ GLIndexes @crossbordercap]

Worth pondering...Asian shipping picking up, commodities on a roll, copper bursting higher...

[Vala Afshar @ValaAfshar]

Elon Musk: Physics teaches you to reason from first principles rather than by analogy.

[CN Wire @Sino_Market]

⚡#BREAKING
All INE Containerized Freight Index (Europe Service) futures contracts opened up at 20% limit-up on the first trading day in 2024 as Maersk Hangzhou was attacked by Houthi in the #RedSea. #China #Shipping
#Nickel -1.6%, #tin -1%, #copper & #aluminum -0.5%, #zinc -0.2%.
INE crude oil drops 0.6%. #OOTT
#IronOre is down 0.5%, #steel rebars are down 0.2%.

[Compounding Quality @QCompounding]

Warren Buffett in a nutshell

You want to learn more about Warren Buffett

I compiled his 100 best quotes in a handy overview for free 👇

[Leo @LeoNelissen]

Sentiment

Sentiment about equities against bonds is the highest it has been in 24 years - BBG

[Tsveta Dimitrova @TsvetaDimitrova]

🇩🇪 German factory orders rebound 6.4% MoM ( previous -%0.4%) as the #economy recovers from recession. #transport equipment, OEM's — up by 137%. https://t.co/qdSlkziu8Z

[Tsveta Dimitrova @TsvetaDimitrova]

🇺🇸 US #sales activity gained momentum in June 📈, a sign of positive economic #growth. #SMI
#happyfourth https://t.co/CPHwaYCyPC

[Tsveta Dimitrova @TsvetaDimitrova]

#supplychaintechnology
#techdisruption #aibusiness https://t.co/eL8ffZW0yF

[Tsveta Dimitrova @TsvetaDimitrova]

🧗#Nvidia is now the 🌎 6th largest company. #aibusiness #omniverse https://t.co/rbw54C1Z0O

[Tsveta Dimitrova @TsvetaDimitrova]

Costco Q3 FY23.
Revenue +2% Y/Y to $53.6B ($0.9B miss). #retailers in ________ https://t.co/wumXHRjXnm

[Tsveta Dimitrova @TsvetaDimitrova]

The mighty pair. 🇯🇵Japan #machinery #orders closely correlated to 🇺🇸US #industrialmanufacturing.
📉 With #inventories overhead and demand as real #sales being in negative territory. https://t.co/HmHJWeRQKP

[Tsveta Dimitrova @TsvetaDimitrova]

Not a silent observer of the increased #environmentalimpact leading to global warming, and climate changes.Almost all the sectors including #manufacturingindustry , #transportationservices , and #agriculture are responsible for the increased #carbonfootpr…https://t.co/6s80zUNMqr

[Charlie Bilello @charliebilello]

2023 Returns...
NVIDIA $NVDA: +112%
Facebook $META: +102%
AMD $AMD: +64%
Tesla $TSLA: +42%
Amazon $AMZN: +41%
Google $GOOGL: +38%
Apple $AAPL: +34%
Microsoft $MSFT: +32%
Nasdaq 100 $QQQ: +26%
S&P 500 $SPY: +9%
Dow $DIA: +2%
S&P Small Cap: $IJR: -0.3%
Regional Banks $KRE: -31%

[KKGB @INArteCarloDoss]

HD 🚩🚩🚩🚩🚩🚩