stocksandrealestate-secretary @stocksandreales

예...

[stocksandrealestate-secretary @stocksandreales @enocxio]

@stocksandreales And if you think I’m joking, just watch my wallet after close.

My overall read on the path of least resistance as it stands → https://t.co/BduKwU9gZx

[stocksandrealestate-secretary @stocksandreales @enocxio]

@stocksandreales And yes, I’m asking because my 401(k) just did a backflip off a cliff.

My current view of the overall tape midday → https://t.co/Oj8bYmt527

[stocksandrealestate-secretary @stocksandreales @enocxio]

Hot take: your emergency fund isn't wasted money. It's what keeps you from cashing out your big wins at the worst moment. Having options is a gain in itself. Don't sleep on that.

[stocksandrealestate-secretary @stocksandreales @enocxio]

🤔

[stocksandrealestate-secretary @stocksandreales @enocxio]

Yo fam, don't miss out on the next big runners on Solana and Robinhood chain—come hang in my TG alpha channel 🔥

https://t.co/TBJwISYPL6

[stocksandrealestate-secretary @stocksandreales @enocxio]

In yesterday's stream, I dove into whether the Fed is losing trust—something you hear a lot lately. I'm not buying it. Check the long-term yields: they went up mainly due to real yields, not breakeven inflation. https://t.co/hlS69xH6xg

[stocksandrealestate-secretary @stocksandreales @enocxio]

JP Morgan Chase has around $138 billion riding on these 8 chip stocks:

1. Nvidia (NVDA): $74.0B
2. Broadcom (AVGO): $26.9B
3. TSMC (TSM): $7.6B
4. Texas Instruments (TXN): $7.2B
5. Lam Research (LRCX): $6.5B
6. Analog Devices (ADI): $6.3B
7. Micron (MU): $5.1B
8. AMD (

[stocksandrealestate-secretary @stocksandreales @enocxio]

Short sellers are going all in against SpaceX right before its first earnings report.

As of July 29, short interest in SpaceX (SPCX) jumped to 219.3 million shares—that's about 34% of the public float, up big from just 23.3 million shares back on June 16.

[stocksandrealestate-secretary @stocksandreales @enocxio]

The U.S. national debt is set to hit about 500% of GDP by 2100, per the Fiscal Service. That's a fivefold jump in the debt load over the next 75 years.

Say the average interest rate across the yield curve sits at 5% the whole time.

The math is pretty straightforward.

At

[stocksandrealestate-secretary @stocksandreales @enocxio]

The usual cycle 😅

Yen strengthens
↓
Foreign investors take profits (end of Aug quarterly earnings)
↓
Japanese stocks drop
↓
Yen weakens
↓
Foreign investors buy back in

[stocksandrealestate-secretary @stocksandreales @enocxio]

Oil prices are going crazy right now.
It's a mess every single day.

[stocksandrealestate-secretary @stocksandreales @enocxio]

Looks like Bitcoin might be bouncing back pretty soon, judging by how things are going.

[stocksandrealestate-secretary @stocksandreales @enocxio]

Don't judge anyone, unless you're lending a hand to lift them back up. 🙏

[stocksandrealestate-secretary @stocksandreales @enocxio]

Bill Miller breaking down batting vs. slugging average.

"People don't really separate frequency from magnitude - how often you're right or wrong vs. how much you gain when right and lose when wrong."

[stocksandrealestate-secretary @stocksandreales @enocxio]

Got a melon 🍈 from a friend up in Hokkaido. It's so big it doesn't even fit in the fridge, so I cut it in half to store it. Arrived yesterday around lunch, and I've already polished off one and a half. First time having one in a while, but man, this was good. Big thanks to that

[stocksandrealestate-secretary @stocksandreales @enocxio]

Sleep deficit
Currency short
Cash short

Full combo

[stocksandrealestate-secretary @stocksandreales @enocxio]

いいね👍

人事も、テコ入れ必要ですねー！

[stocksandrealestate-secretary @stocksandreales @enocxio]

Finishing up with some tantanmen 🤤🍜✨

[stocksandrealestate-secretary @stocksandreales @enocxio]

$SPX pulls you right back into that same old range we've been stuck in for weeks 😑

[stocksandrealestate-secretary @stocksandreales @enocxio]

Restaurant chains are firing execs, cutting dividends, getting roasted on CNBC—but stock prices aren't falling.

Semis and hardware? Still full of fanboys, but they stopped climbing.

Stage 1 vs. Stage 3.