Jack Frost

[Jack Frost @JackFrost1967]

https://t.co/qMkyZRgynr

[Serenity @aleabitoreddit]

For anyone watching the 25%+ premium in $SKHY versus SK Hynix's Korean shares:

The ADRs and local shares become convertible on July 29.

Should open the door for arbitrage and likely compress the ADR premium. Maybe lifting Korean shares or pressuring US shares.

2.5% currently is the US ADR stock, so an additional 22.5% can be converted.

[Jack Frost @JackFrost1967]

@Swedish_uranium Thanks!

[Jack Frost @JackFrost1967]

@patmvcr https://t.co/fR5PKLis3L

Does that mean $URA is probably paying a very high year end distribution of $2.16 for 2025 ?? Dividend was $0,74 last year.

[Jack Frost @JackFrost1967]

@patmvcr Do you know when Global X post their estimated year end distributions for $URA ... or maybe they already have ?

Last year they definitely preannounced, I found this information here on X ... don't remember the exact time, but it was weeks before EOY.

[THE SHORT BEAR @TheShortBear]

For those wondering what my portfolio looks like into 2027-28:

1. Ethereum as the base for new age of commerce ( $ETHA $BMNR)

2. Ecommerce and digitalization in Latin America ( $MELI $SE $NU)

3. Healthcare insurance recovery ( $UNH $CNC)

4. Long term compounders stabilators ( $FICO $BN)

There are spaces and stocks I am looking at attentively and for which I am waiting for an eventual entry.

Sidenotes:
$SE was added into the portfolio under 136 during this dip.

$PDD was cut for now simply because I think the EV is higher in my recent adds and addition to the portfolio, but I am more than happy to add it back should we be given a catalyst or reason.

There are some major long term compounders I have on a list, with alerts on all major moving averages, support levels and alike and will pick up over time when they show a crisis moment, similar to $BN in April or $FICO in September.

The goal is to take advantage of select opportunities and reshuffle excess cash into these long term compounders over time, effectively creating a sort of float.

[Ray Dalio @RayDalio]

https://t.co/BytVjrzXkL

[Heisenberg @Mr_Derivatives]

Want to find the next $BYND short squeeze runner?

Look no further than the 12 most heavily shorted stocks (>40%) in the entire stock market.

Slay away degens. Slay away.

[Mike Zaccardi, CFA, CMT 🍖 @MikeZaccardi]

Gold's 31-year cycles, nominal and real prices. $GLD $GC_F

From Matt Oliver, Wen Analytics.

[Excalibur ❌QFD @Grals_Hueter]

@drumheadberlin „Nie wird soviel gelogen, wie
- nach der Jagd,
- im Krieg und
- vor Wahlen.“
(Otto von Bismarck)

[Mark Minervini @markminervini]

@CFPStrategist4U This is what the cycle works says. Me... I don't predict... I respond.

[Jack Frost @JackFrost1967]

@fkronawitter1 Read that just now, not my opinion.

@Florian: Should this thesis be taken seriously or is it just another "Verschwörungstheorie" (unfortunately I don't know)?

[Jack Frost @JackFrost1967]

@fkronawitter1 Thesis: "The latest reported inflation numbers were Fake News. The Biden admin. changed how they calculate it. Healthcare costs in the CPI calculation are no longer are based on Consumer healthcare costs, but the profits of Healthcare companies which were down year over year."

[Simon Betschinger @SBetschinger]

Deutsche Energiepolitik. Hohe Ausgaben, keinen positiven Einfluss auf das Weltklima und einen Strompreis, den sich Normalverdiener kaum noch leisten können.

[Simon Betschinger @SBetschinger]

Ein armer Mensch hat andere Probleme, als Klimaschutz. Ein Inder verdient im Schnitt 2.600 USD pro Jahr. Wenn CO2-Verbrauch sein Leben besser machen kann, wird er diesen Deal annehmen. Menschen, die sich erst noch ein würdevolles Leben erarbeiten müssen, sind auf unserem Planeten in der Mehrzahl. Die Thesen von Degrowth-Spinnern wie Ulrike Herrmann sind Sprengstoff pur, sie würden den Planeten zerstören. Der einzige Weg zum Klimaschutz ist es, den Menschen in Indien - beispielhaft gesprochen - so schnell wie möglich zu 20.000 USD pro Kopf-Einkommen zu verhelfen.

[Simon Betschinger @SBetschinger]

Der Unterschied zwischen Theorie und Praxis ist in der Praxis größer als in der Theorie.

[Ian Harnett @IanRHarnett]

@pumpsandgears @asr_london A point that we have made before on here - and to our clients is that bear markets only typically end when policy capitulates - rather than pivots! It is that scale of easing (and the liquidity easing that this results in) that is needed to 'turn the page' from bear to bull...