Stephen Mills

20 yrs B2B experience across sectors, inc FMCG, Travel and ITT. Specialised several disciplines including planning, insight, campaigns, promotions and pricing

[Stephen Mills @b2bsteve]

Back in February @realsteveeisman asked me why I was so negative on tech and so bullish on energy.
The clip below is the answer | gave him:
Schlumberger had already outperformed
Microsoft by 100% in three months and I said the rotation was in its first inning.

[Stephen Mills @b2bsteve]

Scott Bessent is either lying or delusional.
Abe Lincoln please call your office.

[Stephen Mills @b2bsteve]

Nobody brags about owning this business at a dinner party.
And in my experience that is usually where the money is.
For 3 years Wall Street couldn't sell this stock fast enough.
Then it reported the BEST quarter in its history.
The full breakdown:
https://t.co/9GKbttDpfh...

[Stephen Mills @b2bsteve]

ANNOUNCEMENT:
Join and ask me your questions
https://t.co/iBSOq6Wmv7...

[Stephen Mills @b2bsteve]

The Signal That Has Never Failed Commodities:
https://t.co/vlwzta0mSg...

[Stephen Mills @b2bsteve]

An obvious short:

[Stephen Mills @b2bsteve]

Here are 12 longs l've called publicly over the past 8 months. Entry, current move, and annualized.
11 winners. 29% average return.
Others speculate, WE invest and perform.
We've been on a run this year and it's not slowing down.
This is the GOLDEN ERA of stock picking.

[Stephen Mills @b2bsteve]

Here are 12 longs I've called publicly over the past 8 months. Entry, current move, and annualized.
11 winners. 29% average return.
Others speculate, WE invest and perform.
We've been on a run this year and it's not slowing down.
This is the GOLDEN ERA of stock picking.

[Stephen Mills @b2bsteve]

The market will crush Bessent.
Long gold/ short SecScottBessent, le, long gold short TLT

[Stephen Mills @b2bsteve]

I went to Omaha to see Warren Buffett's house - Should Warren short SpaceX?

[Stephen Mills @b2bsteve]

An Antidote to Microaggressions? Microvalidations. https://t.co/W9OqEsAgJ5

[Stephen Mills @b2bsteve]

How High Achievers Overcome Their Anxiety https://t.co/szyA8lQ06o

[Stephen Mills @b2bsteve]

5 Ways to Boost Creativity on Your Team https://t.co/iPHkcOhqLw

[Stephen Mills @b2bsteve]

“Resilient” Isn’t the Compliment You Think It Is https://t.co/zTR67wS6fK

[Stephen Mills @b2bsteve]

Research: Where Employees Think Companies’ DEIB Efforts Are Failing https://t.co/V1i0C7yVun

[Stephen Mills @b2bsteve]

To Overcome Resistance to DEI, Understand What’s Driving It https://t.co/JxSxkEVbJR

[Stephen Mills @b2bsteve]

What Is Psychological Safety? https://t.co/seVnp3w1hu

[Stephen Mills @b2bsteve]

The Hidden Toll of Microstress https://t.co/s8nqVU7ipv

[Stephen Mills @b2bsteve]

How Managers Can Address Their Own Biases Around Mental Health
https://t.co/nPSKvJWCnA

[Stephen Mills @b2bsteve]

UK could face ‘banking crisis worse than 2008’ if City fails to prepare for fossil fuel collapse https://t.co/j3onp1jzvy