John D. Stewart, CFA

Chief Investment Officer, Farmers Trust Company

[John D. Stewart, CFA @TippecanoeCap]

@ThierryBorgeat Or it could just be a function of interest rates rising. Same as in 2021-2022.

[John D. Stewart, CFA @TippecanoeCap]

@ThierryBorgeat The market is the best AI that has ever existed. It is getting better every day. The multiple is now a LEADING indicator. This has been true for quite some time with a lot of the dirt cheap "value" stocks that keep going down. Multiple compression should scare you.

[John D. Stewart, CFA @TippecanoeCap]

@farman4x 15

[jackwindsor @jackwindsor]

State Representative Ty Mathews (R-Findlay) on Ohio House Bill 628: AI developers shouldn't grade their own work. Read his case before 4. Today I'm talking with Lauren Wilson of Fathom about AI governance that doesn't choke out innovation.

[John D. Stewart, CFA @TippecanoeCap]

@ferarri001 9

[John D. Stewart, CFA @TippecanoeCap]

@Invest_Brandon Apparently you've never lived through a real bear market

[John D. Stewart, CFA @TippecanoeCap]

@onlyskypace 120 sq meters

[John D. Stewart, CFA @TippecanoeCap]

@farman4x 63

[John D. Stewart, CFA @TippecanoeCap]

@KalamCenter 721

[John D. Stewart, CFA @TippecanoeCap]

@cullenroche Isn't that why it's usually used once you've already won?

[John D. Stewart, CFA @TippecanoeCap]

@miradreaamy 128

[John D. Stewart, CFA @TippecanoeCap]

@shairnn 18

[John D. Stewart, CFA @TippecanoeCap]

@anymanfitness What if you're 20 lbs underweight?

[John D. Stewart, CFA @TippecanoeCap]

@MikeZaccardi Now do inflation adjusted

[John D. Stewart, CFA @TippecanoeCap]

@Alexfeinberg They can win?

[John D. Stewart, CFA @TippecanoeCap]

@realpeteyb123 So, still more carrots to dangle out to market? Still more pumping possibilities?

[John D. Stewart, CFA @TippecanoeCap]

@PeterDiamandis Hmmm . . . really? 🤔

[John D. Stewart, CFA @TippecanoeCap]

@MikeZaccardi @DualityResearch The trend of that chart should give some pause

[John D. Stewart, CFA @TippecanoeCap]

@JoshuaBarzon I agree with a lot of the comments that E is a strong choice (traveled in that region several times), but D should be getting a lot more respect

[John D. Stewart, CFA @TippecanoeCap]

@JoshuaBarzon Is Venice in D or E?