Look at fundamentals, the technical chart set ups & filings. Do your own due diligence.
Ignore the noise, DON’T take advice from people on Twitter that you don’t know. Including me. This is all satire and opinion based fun.
Bet on yourself. Respect others opinions.
At some point in the next 18 months, the Fed is going to hike too much, the AI bubble will burst, bond yields are going to plunge and all these theories about fiscal dominance are going to look rather silly. Always choose incompetence over conspiracy
126 years of market history tell a simple story...
Stocks and earnings move together with a 98% correlation.
The short run is all about noise.
The long run is all about profits.
Speculators chase noise. Investors follow profits.
Everyone likes to compare now with the late 1990s or right before the GFC.
The one major difference is this. Financials breaking out of a 19 year base wasn't happening.
$NVDA EPS, PCE & Jackson Hole aside, the corp cred mkt is on vaca til after Labor Day when THE most important 3-5 wks of yr for corporates (& stks) will kick off. That said, Aug new issuance will b ~ 210-220b, almost 2x the avg. Aug of last 14yrs. $SPY $QQQ
Why DEA’s Marijuana Rescheduling Proposal May Be DOA Under The Trump Administration (Op-Ed): "Trump himself has never called for relaxing federal controls on adult-use marijuana."
https://t.co/r7IlhIZvg2
@Bkov9@cmarttrades@HenryLuMencken@OTCExpert101 Agree that SBB is tax free dividend, as WB always preached.
But, unlike GTI, Berkshire doesn't have stock-based compensation. Never had.
$GTBIF
July tried, but finished down 0.1%.
Prepare to hear a LOT about this from the bears, but down in June and July has been weak for the rest of the year historically.
Probably the chart of the year?
Free cash flow for the hyperscalers ($META, $AMZN, $GOOGL, $MSFT, $ORCL) is tanking, while it is soaring for the chips ($NVDA, $MU, $AVGO, $AMAT).
"One company's spending is another company's revenue." @sonusvarghese
Patience is the single most difficult skill to master for investing well. Too, the most impactful.
Position sizing trails patience. The more patience, the largera a position can be.
One must not mistake patience for foolhardiness.
A hardy fool is just a hardy fool.
Recent bond selloff has driven 30yr TIPS to near 3% real yields. While everyone roots around to find the next hot stock, this is likely the generational buying opportunity hiding in plain sight.
The most important chart in the world right now is the S&P Bank Index finally breaking out above its pre-Great Financial Crisis highs. This week, it closed at another new all-time high.
Stocks could be seeing their typical late June swoon, but good time to remember the S&P 500 has never peaked for the year in June. This is the only month to never peak for the year.
Given the most recent ATH was on June 2, could this year be the first? I say no.
Our proprietary @CarsonResearch Leading Economic Index (LEI) continues to suggest our economy is quickly improving.
Note, this LEI correctly said there wouldn't be a recession in 2023 and 2024 when many other LEIs said there would be.