Ryan Breedwell

Advisor & Host of Millionaire Mindcast - AdvisorHub 2024 Top 100 Solo-Advisors in US-Fortune Top Wealth Manager Under 40- All Tweets are My Opinion Not Advice.

[Ryan Breedwell @sactownassasin]

Thank You for allowing Me to be recognized as one of the top 100 Solo-Advisors in the United States for 2024. I was ranked #87 in this years list 🙏🏻

https://t.co/C4wPUb1nMv

[Ryan Breedwell @sactownassasin]

@ConwayAnderson @grok where would Vacaville land on this graph?

[Ryan Breedwell @sactownassasin]

Bond market's off for Columbus Day. Stocks aren't.

Tomorrow $JPM $GS $C $WFC kick off earnings, then CPI Wed (est ~3.7% y/y).

Skip the EPS beat. Watch card charge-offs + loan loss reserves. That's the real read on households with Brent >$100.

What's your tell?

[Ryan Breedwell @sactownassasin]

@theepicmap Like this

[Kalshi @Kalshi]

BREAKING: Treasury bond $TLT call option volume soars to the highest level in history as traders bet on yields coming down

[Ryan Breedwell @sactownassasin]

😮‍💨

[Ryan Breedwell @sactownassasin]

Thu: OpenAI headline and chips get smoked.

Fri: another says $70B and Nasdaq futures rip 🐂

Same company. Different reporter.

If your plan flips with every headline, it's not a plan, it's a mood.

Who traded both days? 😅

[Ryan Breedwell @sactownassasin]

Brent spiked past $104 on Middle East heat 🧐

My opinion: oil is the inflation tax that sneaks into gas, groceries, AND impacts the Feds decision (good or bad)

When energy jumps, which bill hits you first?

[Ryan Breedwell @sactownassasin]

I bet against a September Fed hike. Missed it. 🛑

Today: $39B 10yr auction at 10 AM PT with yields ~5.35%, highest since 2002. Last month's sale cleared at 4.83%. Fed minutes at 11.

My opinion: bonds are doing the Fed's tightening for it.

Another hike Oct 28? 👇

[Ryan Breedwell @sactownassasin]

@RyanDetrick So simple, yet so many complicate investing.

[Ryan Breedwell @sactownassasin]

Time In > Timing 🐂

[Watcher.Guru @WatcherGuru]

JUST IN: 🇺🇸 S&P 500 hits new all-time high of 7,835, surpassing $71 trillion market cap for the first time ever.

[Ryan Breedwell @sactownassasin]

10yr $TNX ~5.27%, just off its highest since 2002. Nasdaq at a record. S&P a hair from one. 🧐

Stocks and yields climbing together doesn't last forever. Something gives.

Earnings season kicks off next week. Who blinks first, bonds or stocks? 🐂

[Ryan Breedwell @sactownassasin]

The 10yr is sitting at 5.31%, near its highest in 20+ years.

The Nasdaq closed at a record. Same day. 🧐

Both can't be right forever. My opinion: bonds are telling the truth and stocks are telling the story. 🐂

[Ryan Breedwell @sactownassasin]

@AdvisorJobs I know of two; one is in Maine.

[Ryan Breedwell @sactownassasin]

We may have one of the biggest bond bear markets coming that we have ever seen 🐂

[Ryan Breedwell @sactownassasin]

@Eric_M_Courage That’s a fair assessment and I (respectfully) hope you are wrong 😅 my opinion is the ROI on AI is almost infinite because no one knows the ceiling and until that ceiling is found we will run. Is that healthy? I’m not sure, but I think that’s what will continue until it doesn’t

[Ryan Breedwell @sactownassasin]

@ElijahColeman21 Spelled beta wrong, my bad 🥴 glad to share some insight

[Ryan Breedwell @sactownassasin]

BMIX has been good since I got in around late 2022, but yes I think PBAIX has a long term repeatable strategy at a low net cost with liquidity whereas some of the higher return alt funds need to run short strategies at 2-3%+ exp. ratios and have been only doing well in the past 2-3 years.

[Ryan Breedwell @sactownassasin]

@Wealth_Mgmt_Guy Past 5 years I’ve been using PBAIX & BDMIX