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1/9 This week's story might be Nvidia ($NVDA) and what happens after Friday's massive reversal. See the big red candle on Friday. 🧵
Bonus Why doesn't the US Navy end the Houthi threat to shipping? That involves picking a side in a Sunni/Shiite Arab civil war and the potential for civilian casualties. Very tricky politically. What about getting more involved in "defensively" protecting ships. This means…
“You can learn investing by reading books.” — Bill Ackman Here is a list of 11 investing books recommended by Bill Ackman. 1. Margin of Safety 2. Security Analysis 3. Confidence Game 4. Beating The Street 5. Quality of Earnings 6. One Up on Wall Street 7. The Intelligent…
How many recessions you've actually lived through and what happened in each one @CNBC cnbc.com/2020/04/09/wha…
The S&P 500 fell 2.5% today, its 60th decline of 1% or more this year. Since 1950, the only years with more 1+% declines than 2022: 1974, 2002, and 2008. $SPX
Current market expectations for path of the Fed Funds Rate... -Tomorrow: 50 bps hike to 4.25%-4.50% -Feb 2023: 25 bps hike to 4.50%-4.75% -Mar 2023: 25 bps hike to 4.75%-5.00% -Pause -Rate cuts start in Nov 2023, continue in 2024...
MarketWatch - How to position your portfolio when the Fed, stock-market investors differ on recession calls buff.ly/3d0lFr9
MarketWatch - These 20 stocks still have at least 48% upside, analysts say, despite the S&P 500’s 8% gain from its lows buff.ly/3vc5Vrh
Larry Fink sees elevated inflation for years due to supply shocks moneycontrol.com/news/world/lar…
Bonds might not be so boring after all: MarketWatch - The bond market has crashed. Why one strategist says embrace the pain and get back in. buff.ly/38pVLL1
Alphabet announces $70 billion buyback $GOOG $AAPL $FB #FANG buff.ly/3keYMk0
MarketWatch - These 20 highly rated stocks are expected to rise at least 70% over the next year buff.ly/37sxAeI
'Big Short' investor Michael Burry warns US stocks are heavily overvalued and poised to tumble buff.ly/3uENvQ1
MarketWatch - ‘Calamity’ may be coming, stock-market setup similar to 1999: Jeffrey Gundlach buff.ly/3E8MAdL
Wall Street is predicting a 2023 recession. Here are the red flags you should know about bit.ly/3LOHiH1
Visualizing the History of Energy Transitions buff.ly/3uoL2cf

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