emreclskn @noonenoo9
Joined February 2019-
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Nvidia and AMD stand out on this new list of Wall Street’s 20 favorite stocks: on.mktw.net/3JAMYoJ
Gardaşım @thhsynkrgz İran’a ve İrancılara füze atmış. İran füzeleri gibi tarlaya düşmemiş tam ortalarında patlamış!
BAŞARAMAYACAKSINIZ… Mısırlı Gazeteci Sabır Meşhur "Komünistlerin bize yani Mısır'a 80 yıl önce oynadıkları oyunu bugün Türkiye'ye oynuyorlar. Cumhurbaşkanı Erdoğan Fatih Erbakan Zekeriya Yapıcıoğlu Haluk Bayraktar Ekrem İmamoğlu Hamas Uğur Dündar
The Fed has $948 billion in unrealized losses on their Treasury/MBS holdings. federalreserve.gov/aboutthefed/fi…
Higher for longer? The US Treasury has to refinance 38% of all of its outstanding #debt within three years, with (net) interest payments already heading to 5% of GDP. Good luck with that 🇺🇸
🚨 BlackRock has just entered RWA sector! Those who bought $SOL meme coins early made millions. Those who bought AI alts early made millions. RWA projects are set to create next millionaires. Here're 15 RWA plays with 100x potential 🧵👇
Super Micro $SMCI announced a secondary offering of 2 million shares at $875/sh last week. Goldman Sachs was chosen as sole underwriter and sole book-running manager for the offering. Goldman initiated coverage with a neutral rating and $941 price target. JPM initiated coverage…
Super Micro $SMCI announced a secondary offering of 2 million shares at $875/sh last week. Goldman Sachs was chosen as sole underwriter and sole book-running manager for the offering. Goldman initiated coverage with a neutral rating and $941 price target. JPM initiated coverage… https://t.co/7MNRRa7fb1
Charlie Munger passed away last year. Munger is one of the wisest men to ever walk this earth. He made quick and accurate decisions by utilizing mental models. Here are 12 mental models that will make you a more effective thinker:
Free tip: Always subtract stock-based compensation when calculating free cash flow. h/t @10kdiver
BREAKING: Health ministry says Gaza death toll has risen to 31,923
BREAKING: The International Committee of the Red Cross says people in Gaza 'face an alarming lack of food, not enough access to safe water and a lack of medical care. The needs are immense.'
📀 ASML $ASML analysis 🔎 A one pager with all key information of this unique company👇 Main takeaways 📢 • $ASML is a one-of-a-kind business with an incredibly strong moat. It plays a crucial role in the modern semiconductor industry • The business is prone to…
US Economy Scores a Win From the Bear Market in Natural Gas bloomberg.com/news/articles/…
I have read over 200 shareholder letters and research articles about investing. Here are the ones that taught me the most:
1/6 These Dot-Com/Tech Bubble memories are flat-out awful. Usually something like, "Everyone had a BS business model with no earnings and therefore 2024 is totally different." Yikes! People remember Pets.com but forget the top of the S&P 500. THREAD
This is where the going gets tough for the Federal Reserve. The core services component of CPI inflation rose 0.5% in February, after rising 0.9% (rounded) in January. That translates to a 4.4% year over year increase for both months, up from 3.9% in December. The 3 month and…
$ORCL Oracle Q3 FY24 (ending Feb. 2024). • Revenue +7% Y/Y to $13.3B (in-line). • Non-GAAP EPS $1.41 ($0.03 beat). • Dividend $0.40/share (unchanged). Cloud revenue +25% Y/Y to $5.1B: • Application (SaaS) +14% Y/Y to $3.3B. • Infrastructure (IaaS) +49% Y/Y to $1.8B.
Some interesting thoughts and charts from Apollo on interest rates, inflation, and the economy: The Fed Will Not Cut Rates in 2024 The market came into 2023 expecting a recession. The market went into 2024 expecting six Fed cuts. The reality is that the US economy is simply…
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Cumhurbaşkanımız Sayın Recep Tayyip Erdoğan: 📌 Netanyahu yönetimi siyasi ömrünü uzatmak uğruna tüm bölgemizin güvenliğini, geleceğini tehlikeye atıyor. 📌 Çoğunluğu çocuk ve kadın 17 bin Filistinli masumun hayatını kaybetmesi insanlık suçudur, savaş suçudur. İsrail'in işlediği…
🇺🇸 Recession The probability of US recession in 12 months, calculated from the yield curve, stands at 58.8% in November 👉 isabelnet.com/?s=recession #markets #yieldcurve #US #economy #growth #GDP #economics #recession #recessions #investing
If you’re an investing beginner, you MUST watch this video. If you’re an advanced investor, watch it as a reminder. Peter Lynch is the most successful Fund Manager of all time. He uses these 45 minutes to cover 95% of all of investing! My Key Takeaways: 1. Personal Edge -…
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Selamün Aleyküm 🌼 Hayırlı sabahlar ❤️ Yeni güne Bismillah 🤲❤️ #Cumartesi ________________ #Morocco Fas'ta 7 #Kahramanmaraş #ÇileninSultanlan Marakeş #Marrakech
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ALLAH"ın Ayetlerini okuyup ne okuduğunu anlayıp anlatabilmek bu olsa gerek 😔 "Tsk Spor Gücü "Yunan Muşta Alman #Trabzonspor Berghuis Crespo "Güzellik Enginyurt "Visca #kadıköy Soumare Anelka Togg Yunus Akgün Altay bayındır Ramos Livakovic Talisca Fred x.com/allahgreatqura…
Düzenli yapacağınız bu egzersizler ile 1 ayda muhteşem bir vücuda sahip olabilirsiniz... 🔥
@SportsDigitale 2. Tahir Karapınar dönemi
Powell is dismissive of the financial conditions indexes, which "don't necessarily capture lending conditions" and are overweight equities and rates. He indicates the credit contraction from regional and small bank stress "could easily have a significant macroeconomic effect."
Amazon'un strateji haritası. Amazon geçen yıl ABD e-ticaret satışlarının %40'ını elde etti. Karlılık sorunları ve Prime'a eğilimde azalma sürüyor. Metaverse ve web3 alışveriş, çok kanallı etkinleştirme, tedarik zinciri iyileştirmesi, 0 emisyon teslimat eksenli stratejisi...
EU leaders are blaming sky-high LNG prices on 'profiteering' US NatGas producers. WRONG. Europeans are paying through the nose for LNG is because they have sanctioned Russian oil and gas. The EU has no one to blame but themselves. zerohedge.com/energy/eu-lead…
Truck brokerage giant C.H. Robinson Worldwide fired more than 650 employees this week ALONE. Thanks to weak demand and rising input costs, the trucking industry is facing a squeeze. Looks like the GREAT BIDEN RECESSION is starting to make landfall. freightwaves.com/news/ch-robins…
Performance of 3 strategies this year... a) Buy S&P 500 when $VIX closes above 30, sell when $VIX closes below 20: +26.7% b) Buy & Hold S&P 500: -15.1% c) Buy S&P 500 when $VIX closes below 20, sell when $VIX closes above 30: -33.0%
Be mindful that every algo was programmed to buy on a CPI surprise - which is what gave markets such a big pop. Now you need real money to step in and support the move higher
MARKETS: Coffee prices have hit a 15-month low amid potential record crop in Brazil