Listen2Learn @Listen2Learn
Here to learn + share perspectives. Portfolio Mgmt/Not Trader. Financial markets humble everyone eventually. Rarely on here But chatty whenever here. Navigating The Blather-sphere Joined April 2023-
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@TommyThornton Child-friendly content with two fluffy puppets. Felt sorry for the puppets, who looked oddly sad and scared. Makes one wonder.
@kylenabecker @CNN Why so mean to two cute little puppets on Constant Nonsense Network?
@mostlypeaceful Will Ferrell delightful, funny + surprisingly deep fellow. CNN kiddie fluff more like...
$NVDA pumpers amuse me: $NVDA likely sub100 4Q2024. Today AI = All-Hat-No-Cattle Pump. Hucksters Rebranded Statistics 4Sale2 CSuite Suckers + Math ignoramuses. Companies quietly rolling back programs. By 2028, AI gets real. Until then, preserving my $ elsewhere.
@Stockspy1 $NVDA headed sub100 Oct/Nov. Today's AI = All-Hat-No-Cattle Pump. Today's AI = statistical analysis rebranded by Hucksters 4Sale2 math-dummy C-Suite Suckers. By 2028, AI gets more real, but not yet.
Ditto Below. US Mkts $SPY $QQQ out-of-whack as % of Total World. Macro Rebalance + Global Sluggish Growth implies better opportunities elsewhere esp Global Staples $KXI, Global Traditional Telcos, Global Utes $JXI
Expecting Downside Ahead $ACWI $SPX; Stick With Defensive Sectors; Downgrading Taiwan $EWT $TSM to Market Weight; Global Discretionary vs. Staples Ratio (RXI/KXI) Signals Risk-Off Environment. $CCEP $IMBBY $BRFS $AHODF $TSCDY $TAC $ERIC $DTEGY $VONOY skr.ma/h42dC
Accumulating $BABA $FXI . Slow cooker comfort food for FY2025/6 portfolio. Bad news fully baked into price. Market oblivious to positive FY2025 whispers.
🏈Risk Mgmt #1 Factor in Volatile Markets $BABA waiting/watching $FXI trend slowly bottoming/improving Prefer2Wait4 Catalyst / Lower Risk Entry 🏈Game Strategy in High Volatility = LowRisk w HigherPrice > HighRisk w Lower price
Yen Volatile in upward trending channel $FXY. Breaking 30-year downtrend. Aircraft carrier slowly change course w Major Shifts Global Macro. Fade $SPY $QQQ. Hide in $XLU $XLK. Accum longterm sleepers $FXI $EWJ on pullbacks. NA DYODD
That awkward moment when the Fed cuts and BoJ raise.
Era Ending for 🇺🇸 Global Industry Leaders ??? Slow Death March: Decades Offshoring + BRICs + Infrastructure Decay + Corruption $BA $F $INTC etc -v- $EADSY $BYDDY etc End $SPY $QQQ Era or Longterm Buying Oppty? Prefer $EEM $ARGT $EWZ next 36+ months NA / DYODD
@Mike_Taylor1972 Nice spoof. Some bobo on a (real) ZOOM call asked me to enter my pronouns. So I entered "Your Royal Majesty" (pron) and "Your Highness" (possessive). Why are adults playing Children's Teddy Bear Tea Party?!?
Market Rope-A-Dope Oscillates into US election. Up days good for Limit Orders on a few LEAP (PUT) entries = Low-risk w Potential-high-reward. Paid2Wait in $XLU $XLV $BIL $TLTW, with trailing stops
Succinct. Bull Trap. Going2Beach🏖️
I am still calling bullshit on this rally. It has all the signs of a fake-out. Institutions are selling.
@omshanti08 Not Bullish $CI $XLE $XOP w USA/China/Germany slowing + Saudis holding back est 4mn bbl/day + Downside MoMo if Trump. Energy gets more interesting 2Q2025on. Just humble perspective.
@oguzerkan Agree $BABA appears good value across all metrics. Market/Political gyrations have me waiting for more $FXI trend confirmation.
@levenson_david Beyond Absurd. No way $20Tn unwinds "fast" barring asteroid hurtling towards Earth. "Shocked" that $JPM pumping their book so that the House wins.
Pick Your Spot2Fade $QQQ $SPY Bull Trap. Hope $QQQ rises to 460 for My Fade. Respect Season (see 2023 below) + Fundamentals -or- Risk Mashed Potato Portfolio
Tide going out, poor time to surf $NDX $SPY. Market hopes rely on $NVDA + Jackson Hole. Good news fully priced in >> Any bad news means lookout below.
@ProlificTrader2 @TommyThornton Reminder: "Mean Ole Trump" made Big Fat Zero Wars🎯. And crafted Saudi/Israeli Abraham Accords, which OBiden stalled in 2021. OBiden attacked EU w Nordstream blowup. Plus Saint Obama destroyed Libya, ignored Syrian Red Line, which created refugee disaster. Furious exLondoner
@TommyThornton Like 1990s Russia, Oligarchs/Oligopolies w DNC/GOP machines revolving around $. Many in rest-of-world prefer Trump Peace Dividend (Abraham Accords etc). Plus OBiden blew up Nordstream. With Allies like OBiden, who needs enemies? Few in USA appreciate implications there.
🏈Risk Mgmt #1 Factor in Volatile Markets $BABA waiting/watching $FXI trend slowly bottoming/improving Prefer2Wait4 Catalyst / Lower Risk Entry 🏈Game Strategy in High Volatility = LowRisk w HigherPrice > HighRisk w Lower price
$BABA will generate $191 billion revenue in 2028 even if you assume just 10% annual revenue growth. This is more than its current market cap. You are basically paying nothing for its 2029 revenue. P/B is getting close to 1. It’s the cheapest big-tech stock.
@JaguarAnalytics Past few yrs $AMZN recruited $MCK sales execs bc $AMZN push2healthcare. AWS subsidizes push. Hope not swapping one oligopollst for another. $AMZN killed book industry / drove up prices, so skeptic on $AMZN health. USA healthcare = corrupt, inefficient swamp.
TCPeace @TCPeace187790
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Joseph Twohig @JosephTwohig
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HFT_Insider🇺🇸 @Orrarmou74671
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AlgoTradeEdge🇺🇸 @Akoohir1997
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Brent aka Blacklion @BlacklionCTA
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Carpathia Portfolio C... @RostronE
3K Followers 2K Following . Tweets are for entertainment only. "Yeah passive, it's easier than thinking"-Hoenig was right!
HWalker @HWalker48904894
4K Followers 8K Following Others forgot as much I know or could know. Just opinions and not advice of any kind. Just trying to read and learn gigantic swathes of opinion and insight.
Alan Schlesinger @sagestrategy
4K Followers 2K Following Alan Schlesinger was an innovator in developing both the corporate and high yield bond markets and has been an active market participant for over half a century
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953 Followers 131 Following Thoughtful, action-oriented technical research geared to help professional investors generate alpha. Email us at [email protected] for subscription options
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644 Followers 687 Following David Dietze is Chief Investment Strategist at Dietze Wealth Management Group. Founder Point View Wealth Management.
RenMac: Renaissance M... @RenMacLLC
63K Followers 1K Following Serving professional money managers. Tweets are an exchange of ideas not investment advice. Life is short, if you're a jerk, you'll be unceremoniously blocked.
David D. Tawil @DavidDTawil
26K Followers 1K Following Host of #FinanceDaily 8-9am ET weekdays CEO @CentaurusEnergy $CTA $CTARF President @ProChainCapital Ex-@CreditSuisse @DavisPolk @Skadden @UMichLaw
Dr Danish @operationdanish
47K Followers 1K Following Saving American businesses from rising healthcare costs at @RezilientHealth. Surgeon. Father. Caregiver. @penn @wustl @techstars alum.
Kantro @MichaelKantro
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Stockspy @Stockspy1
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David Levenson. I am ... @PolarityRadio
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Brazil Stocks @BrazilStocksBR
3K Followers 1K Following Former @MorganStanley Equity Research. 20 years investing in Brazil Stock Market. Not investment advice. https://t.co/l5Q8KgQK88
Antíthetos @AntithetosCptl
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Chris Donaldson ⚡�... @chrisdonaldson_
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Porter Collins @Seawolfcap
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Paulo Macro @PauloMacro
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Frances Horodelski @fhoro
12K Followers 1K Following I love stocks, music, words, time travel. I love laughter and tears. Believe life is Math. CFA. Bay Street & BNNTV alumnus. 🎗️🇨🇦 🌻
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