Pablo Cordeo

Value investor wannabe!!!!

[Pablo Cordeo @cordero_pablo]

@FluentInFinance This guy only sells fear!! Not a reliable source to see.

[Pablo Cordeo @cordero_pablo]

@FinanceLancelot First bull comment I have seen from you in a long time!!!

[Pablo Cordeo @cordero_pablo]

@gnoble79 Las April it was not like that.

[Pablo Cordeo @cordero_pablo]

@FinanceLancelot O my god this is you first post that is not doom!!!! Hahahaha

[Pablo Cordeo @cordero_pablo]

@robin_j_brooks The problem with Mexico is that is hard to get the data right because there is a lot of informality in the economy that statistics do not capture.

[Pablo Cordeo @cordero_pablo]

@SamanthaLaDuc that is not true!!!

[Pablo Cordeo @cordero_pablo]

@GrantCardone Yes

[Pablo Cordeo @cordero_pablo]

@SamanthaLaDuc So that I why you so berish!!!

[Pablo Cordeo @cordero_pablo]

@StockTrader_Max This gaps are because the stock tracks an assets that is always trading.

[Pablo Cordeo @cordero_pablo]

@SamanthaLaDuc The market only cares because Mr too late is taking cash out of the system!!!!

[Pablo Cordeo @cordero_pablo]

@StealthQE4 Why are we talking about QT ending and not before, we were talking about interest cuts but m2 was growing. Why suddenly we are talking about QT?

[Pablo Cordeo @cordero_pablo]

@SRxTrades Checklist

[Pablo Cordeo @cordero_pablo]

@Investingcom Wulf

[Pablo Cordeo @cordero_pablo]

Here we go again!!!

[Pablo Cordeo @cordero_pablo]

@elonmusk I see

[Jay Singh Kang @JaySinghKang2]

2021 was a perfect storm of unnatural liquidity excess:

-Stimulus checks

-Lockdowns → people had time, capital, and boredom.

-Zero rates + QE infinity

-Retail mania → peak speculative behavior.

2025 is a grindier, more structured cycle:

-No helicopter money – Capital is earned, not airdropped.

-Institutional flow dominance not Reddit-fueled frenzies.

-Liquidity regime is positive, but it's not euphoric. It’s being deployed cautiously and with more sophistication.

-Risk-on still has legs, but we’re not in the blow-off phase unless something changes macro-wise.

You're in a structurally different market.

Right now, the data says: still in bull territory, but maturing. Not euphoric. Not 2021.

[Elon Musk @elonmusk]

🎯

[Pablo Cordeo @cordero_pablo]

@Investingcom Smci

[Pablo Cordeo @cordero_pablo]

@SamanthaLaDuc Samantha, I tend to agree. The key with tech growth stocks is execution — as long as they deliver on results, their valuations aren’t necessarily mispriced.

[Pablo Cordeo @cordero_pablo]

@SusieBdds Buy more