benoit leclerc

finance

[Martin Pelletier @MPelletierCIO]

Why isn’t @JoeSquawk taking the same approach with Tom or even Kathy Wood as he did with Jeremy?

[The Kobeissi Letter @KobeissiLetter]

Most people do not realize how many tech giants are already deep bear market territory.

Tech Stocks From Record Highs:

1. Coinbase, $COIN: -69%
2. Oracle, $ORCL: -57%
3. Salesforce, $CRM: -57%
4. ServiceNow, $NOW: -56%
5. Netflix, $NFLX: -48%
6. Palantir, $PLTR: -48%
7. Microsoft, $MSFT: -37%
8. Meta, $META: -32%
9. Arm Holdings, $ARM: -27%
10. Broadcom, $AVGO: -26%
11. Marvell Technology, $MRVL: -20%
12. Nvidia, $NVDA: -19%
13. Amazon, $AMZN: -19%
14. Alphabet, $GOOGL: -17%
15. CrowdStrike, $CRWD: -15%
16. Apple, $AAPL: -14%
17. Taiwan Semiconductor, $TSM: -12%

The S&P 500 won't tell you this.

[JF Tardif @Riskreward777]

Check out our recent commentary for June 2026:

https://t.co/Nfb8Jf4mln

[Erik | Legacy Path 🇨🇦 @LegacyPathCA]

The Canadian who set up a $583/month automatic contribution to an index fund inside their TFSA at 25 and never touched it will have approximately $2,100,000 tax free at 65.

Your future self will either thank you or wish you had started sooner.

[Kaitlan Collins @kaitlancollins]

Put bluntly, it sounds like you think this is a mistake by the Trump administration.

Pence: "It’s much bigger than a mistake."

[space✯ @LoudSolana]

Elon Musk at 28 taking delivery of his McLaren F1 shortly after selling Zip2 for $307 million in 1999

[Jim Cramer @jimcramer]

SpaceX: We don't want an 89% pop like with Cerebras. We want a 25-30% pop which would be a great start. People hang on to it and buy more. Not flip it. Which must be avoided..

[benoit leclerc @benlec007]

@inthemoneypod @baystreetamber @EconguyRosie He likes them eventhough he doesn’t owns them. He is a conviction man…

[JF Tardif @Riskreward777]

beautiful tulip🌷

[FRANK @frankdedomiseur]

C’est drôle, lorsqu’il est temps de parler de plantes vertes, on nous dit que les députés travaillent 70h semaine, mais lorsqu’on parle de députés qui swing du fédéral au provincial et vice-versa, ils ont le temps de faire les deux.

[Republicans against Trump @RpsAgainstTrump]

The President of the United States has discovered that a pool can be longer than a skyscraper is tall.

We live in the dumbest timeline.

[Jeff Smith @JeffSmithGolf]

Rory McIlroy’s mouth on brand at the Memorial: Gets asked about Adam Scott’s remarkable feat of 100 consecutive major starts and instantly flips it to a bitter dig at LIV Golf v PGA Tour loyalists.
Rors, the gold standard of class and grace. 🙄

[Zack Thomas @TFel922]

Holy shit this is unbearable… 1:20+ to line up an 8-footer and still miss nearly a foot low. I feel for his playing partners, you can see them squirming/waiting.

I think the kids say… #shrink

[Eric Nuttall @ericnuttall]

Why I believe this is the most attractive entry point for oil stocks in my career other than the COVID low in April 2020: https://t.co/iP0REphalS

[The Assembly @InTheAssembly]

Cathie Wood might be the most expensive lesson retail investors have ever paid for.

Her flagship ARK Innovation ETF is down 23% in the last 5 years.

The S&P 500 is up 77% over the same period.

She has underperformed the index by 100 percentage points.

And she has done it while collecting BILLIONS in management fees.

A quick reminder of the highlight reel:

– She predicted Tesla would hit $3,000 per share by 2025. It is currently $432.

– She predicted Tesla revenue would hit $234 to $367 billion in 2025. The actual number came in under $100 billion.

– She made Teladoc her single largest position around $80 per share. It trades at $7 today.

– She loaded up on Zoom near $300. It trades at $110.

– She dumped almost her entire Nvidia position in January 2023 around $20 per share. Nvidia is now at $220, which means she sold the single greatest stock of this generation right before it 10x’d.

Morningstar officially labeled the ARK family of funds a “value destroyer,” noting that her funds lost roughly $14 billion in shareholder value from 2014 to 2024.

But here’s the part nobody talks about:

ARK Investment Management has been one of the most profitable asset managers of the last decade.

Wood has personally made tens of millions in fees while her investors have collectively lost real money.

This is the part of Wall Street most retail investors do not understand.

You’re not paying for performance, you’re paying for marketing.

The people who win are the ones running the fund, not the ones holding it.

This Friday, May 15, every fund managing over $100 million is legally required to disclose their Q1 2026 trades to the SEC.

We will be breaking down EVERY major filing right here the moment they drop.

Follow us with notifications before it’s too late.

If you don’t follow us, you might regret it.

[Rohit @HeyRohhit]

Bill Ackman literally gave a 44-minute masterclass that explains money better than any business school.

[JF Tardif @Riskreward777]

Interesting…

[Martin Petit @Lemicrodefeu]

L’héritage culturel médiocre de la révolution woke est déjà en train de disparaitre dans l’oubli.

[Fundstrat Direct @FundstratDirect]

.@fundstrat’s base case sees the S&P 500 reaching 7,300.
But on @SquawkCNBC today, Tom Lee flagged potential risks later this year (including a new Fed chair and a possible oil supply shock that may not be fully priced in).
Tom Lee + @MarkNewtonCMT are walking through the upside AND the risk on May 28.
Reserve your invite →https://t.co/xTCHEDaTJy

[MAGA Cult Slayer @MAGACult2]

Remember the Trump gold card? Pay 5 million as an immigrant and you get to live and work in the US. Nutlick said he sold 1000 in one day. Do you know what the real number was?