AlexAmthor @AlexAmthor
Joined October 2023-
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What are we heading towards? youtube.com/watch?v=HDHWvJ…
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are the bond markets right again? x.com/McClellanOsc/s…
are the bond markets right again? x.com/McClellanOsc/s…
AlexAmthor retweeted
History shows us that big fiscal tightenings went well if put into place under these conditions. Notably, the fiscal tightening in these cases helped to lower bond yields, which reduced interest costs on the debt and encouraged private sector activity that raised taxes, and to…
AlexAmthor retweeted
There is no avoiding pain, especially if you're going after ambitious goals. Believe it or not, you are lucky to feel that kind of pain if you approach it correctly, because it is a signal that you need to find solutions so you can progress. If you can develop a reflexive…
great channel about the life stories of entrepreneurs youtube.com/watch?v=PwyAnL…
AMR still recovering from its huge correction last year. fundamentals are still valid.- almost no debt. buying back stocks from its free cash flow. met coal cannot be replaced to build steel for many years. based on YoY DCF, its still heavily undervalued. x.com/MohnishPabrai/…
AMR still recovering from its huge correction last year. fundamentals are still valid.- almost no debt. buying back stocks from its free cash flow. met coal cannot be replaced to build steel for many years. based on YoY DCF, its still heavily undervalued. x.com/MohnishPabrai/…
very insightful teachings from Monish as usual x.com/MohnishPabrai/…
very insightful teachings from Monish as usual x.com/MohnishPabrai/…
Has Alibaba finally put its years of pain behind it since 2021? x.com/andrescardenal…
Has Alibaba finally put its years of pain behind it since 2021? x.com/andrescardenal…
Last time we saw this was in the 1930s. What will be the effects on the economy and markets? - Source:
oil prices low, therefore CAPEX for miners low, gold price rising, how far can we go? x.com/DonDurrett/sta…
oil prices low, therefore CAPEX for miners low, gold price rising, how far can we go? x.com/DonDurrett/sta…
It is perfectly ok to see a big profit turn into a small profit, because how else are you going to get an even bigger profit? – Tom Hougard on trading psychology
The Holy Grail of Investing by Ray Dalio
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