#Trump China Visit: My 2 cents
Trump just touched down in Beijing after 9 years with all the Top business honchos of USA. Everyone is excited and rightly so. The headlines are breathless.
But, America will have gained nothing but a handshake and a photo op. Here's why 🧵
5/ The Bull Case: With shares this heavily discounted, any positive data or margin improvements could trigger a sharp rerating. For investors willing to bet on the turnaround, a 30% upside over the next 3 months is the first target with possibilities of extending it to 50% gains
Why $NKE is a massive turnaround play right now:
1/ Valuation: Nike is trading near a 12-year low around $38.55. Its P/E ratio is 18x— at discount to its 5-year median of 30x
2/ Insider Conviction: Insiders have made a net $1.4M in stock purchases over the last 12 months
Today morning 8 am, more than 1/2 the lanes of Delhi Meerut Expressway have been closed for 2 days
Apparently, this ad-hoc decision has been taken to facilitate Kawad yatra, which will of course benefit the GDP greatly.
Buy Indian economy
@narendramodi@nitin_gadkari
Today morning 8 am, more than 1/2 the lanes of Delhi Meerut Expressway have been closed for 2 days
Apparently, this ad-hoc decision has been taken to facilitate Kawad yatra, which will of course benefit the GDP greatly.
Buy Indian economy
@narendramodi@nitin_gadkari
These kind of decisions improve confidence in the administration capabilities of Indian Politicians and Babus whose dedication to facilitating business environment is unmatched
Today morning 8 am, more than 1/2 the lanes of Delhi Meerut Expressway have been closed for 2 days
Apparently, this ad-hoc decision has been taken to facilitate Kawad yatra, which will of course benefit the GDP greatly.
Buy Indian economy
@narendramodi@nitin_gadkari
Due to this breadth taking decision, there is 2 hour long traffic jam on Delhi meerut expressway. It is very important to facilitate kaawads and inconvenience office goers which are anyway going to pass the time in office and not contribute meaningfully to GDP
@mkratsios47 Is it the same intelligence information that led US to believe that Iraq has WMD, Iran has Nuclear Weapons and that Iran has lost gazillion times by now?
@svdate “Something”?? Everything is wrong with him.
Getting poor Americans killed while his family is hustling billions in insider transactions and bribes from Gulf countries is something no US President has ever done
BREAKING: UBS proposes bundling private credit loans into investment grade A2 bonds
By diversifying the loans the ratings agencies can label the bonds as investment grade, allowing them to sell to insurance companies and retirement funds.
BREAKING: UBS proposes bundling private credit loans into investment grade A2 bonds
By diversifying the loans the ratings agencies can label the bonds as investment grade, allowing them to sell to insurance companies and retirement funds.