LAMelon

I didnt know they stacked shit that high

[Oguz Erkan @oguzerkan]

This could be big.

Brazilian equities have finally broken the multi-year downtrend against the S&P 500.

Last time Brazil was in a secular bull market relative to US equities was between 2002-2008 where the Brazilian index rose 20x in USD terms.

Time to overweight Brazil.

[LAMelon @nascent_melon]

Bro, wtf is even this? Who counts as a “New Yorker”? I call bullshit

[Polymarket @Polymarket]

JUST IN: New Yorkers are now outliving the average American by more than 4 years, with NYC's life expectancy reaching a record high of 83.2 years.

[J.C. Parets @JC_ParetsX]

Historically, when this line is way down, it's a great time to be buying stocks. Are you going to bet that this time will be different?

[LAMelon @nascent_melon]

@DrJMedina Also, Indian scammers are getting more and more sophisticated. Maybe a cybersecurity issue? Phished site?

[LAMelon @nascent_melon]

@DrJMedina Is that a function of your assets and card limit? If you get ahold of a real person you can probably change what they allow/ask permission. From what I’ve gathered you keep detailed records, and shady Koreans do exist. Is it possible your card got skimmed somewhere in person?

[LAMelon @nascent_melon]

Whoah

[Kalshi Finance @Kalshi_Finance]

JUST IN: $TLT call volume hits a record 14.9 million contracts in a month as traders bet on falling long term yields

[Charlie Bilello @charliebilello]

TINA is dead.

For years, investors were told there was no alternative to stocks.

Today, 30-year inflation-protected Treasury bonds offer a 3.37% yield ABOVE inflation, the highest real yield in over 20 years.

There is an alternative now.

Video: https://t.co/IGRdOgAlE7

[LAMelon @nascent_melon]

@DrJMedina GDP comps for Q1 2027 are going to be hard to beat, which might be the impetus for yields to drop so I’m totally on board. Have been legging into attractive munis and some 3 year treasuries recently. If Trump wins the midterms and showers $5k on everyone all bets are off though

[LAMelon @nascent_melon]

@DrJMedina I heard the line somewhere “you’d think criminals would be smarter” but in most cases it doesn’t matter in my experience so long as the dollar amount is below a certain threshold

[LAMelon @nascent_melon]

@DrJMedina Totally agree with that

[LAMelon @nascent_melon]

$NN bull spec

[Cal Leveen @CalgaryLeveen]

At $2.35/pop, the post-petition 15 MHz nationwide NextNav license would be worth $11.8 billion or ~$58/share. At $2.02/pop, it would be worth ~$50/share. Both of these scenarios account for estimated deal costs.

[LAMelon @nascent_melon]

Counter indicator?

[Negligible Capital @negligible_cap]

Stopped by the Chicago marathon today. Nike is so fcked

[LAMelon @nascent_melon]

😂

[Ciz @cizkior]

your grandma was a squirter thats why her furniture was covered in plastic

[LAMelon @nascent_melon]

Wow

[Invest In Assets 📈 @InvestInAssets]

Mercado Libre trading at 1.84x sales. Never been this cheap on a PS basis. $MELI

[Kalshi Finance @Kalshi_Finance]

JUST IN: $IREN reportedly signs multi-year deal with Anthropic

[Oliver | MMMT Wealth (CPA) @MMMTwealth]

Here's some Brazilian stocks worth knowing:

FinTech / Banking
-> $STNE: Payments and software provider for SME's
-> $PAGS: FinTech and payments mainly serving SME's
-> $ITUB: Brazil's largest private-sector bank
-> $NU: Internationally expanding FinTech

Commodities:
-> $GGB: Brazilian steel producer
-> $VALE: Brazilian miner of iron and nickel

Other:
-> $AFYA: Digital health provider and medical education.
-> $EMBJ: Brazil's leading aerospace company

What Brazilian names do you have your eyes on?

[LAMelon @nascent_melon]

Lmao the internet

[Vincent @dvb_eck]

Tried to fart quietly in bed to not wake my wife but ended up forcefully shitting the bed so now she’s awake cleaning it up while I’m playing Pokémon Go