Offshore
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Brandon Beylo
RT @TinInvestor: This ๐
S&P materials weighting is 2.4% and even that is mostly a bunch of chemical cos
You can count on one hand the number of mining companies in the index
Though maybe itโs a tree falling in the forest and we never get fund flows because index huggers donโt have to own them
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RT @TinInvestor: This ๐
S&P materials weighting is 2.4% and even that is mostly a bunch of chemical cos
You can count on one hand the number of mining companies in the index
Though maybe itโs a tree falling in the forest and we never get fund flows because index huggers donโt have to own them
Fascinating to see how the S&P 500 has shifted sector weighting over time.
Take a look at Energy & Materials.
During the 1970s Inflationary Regime, Energy & Materials comprised 30%+ of the S&P 500.
Today, it's 6%.
What happens if fund flows shift again? tweet
Offshore
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Brandon Beylo
I will say this again.
This #tin chart is one of the most bullish developments in commodities.
Read my Tin Industry Deep Dive in the reply below.
$AFM.V $MLX https://t.co/2jSIKmP7E5
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I will say this again.
This #tin chart is one of the most bullish developments in commodities.
Read my Tin Industry Deep Dive in the reply below.
$AFM.V $MLX https://t.co/2jSIKmP7E5
tweet
Offshore
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The Long Investor
$PLTR This time last year we shared the $PLTR long term PTโs
It has moved a lot faster than expected which is always a good complaint
But still a lot more to go
+200% gain so far
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$PLTR This time last year we shared the $PLTR long term PTโs
It has moved a lot faster than expected which is always a good complaint
But still a lot more to go
+200% gain so far
$PLTR wins and it has been a favourite of mine for a long time.
Only issue with charting $PLTR long term is that it has only been on the exchange since November 2020. That being said, I can see a corrective wave and I've assessed its fundamentals on a 5 year projection.
This may seem conservative but this is considering their earnings growth and their own 5 year projections.
If they can develop a platform for small to medium businesses, then these targets could be multiples of what I have shown. Likewise, if they form a partnership with a Mega Cap Tech stock ($AAPL) their earnings potential could be profound too, for now, we'll go with expected growth. tweet
Offshore
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The Long Investor
$ABNB Iโll never forget the time people got fixated on one cities approach to $ABNB in the US
Share price is up 60% since then
$ABNB is in every city and every country on the planet, everyone is a customer and anyone can be an worker for the app
This sort of moat is unparalleled
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$ABNB Iโll never forget the time people got fixated on one cities approach to $ABNB in the US
Share price is up 60% since then
$ABNB is in every city and every country on the planet, everyone is a customer and anyone can be an worker for the app
This sort of moat is unparalleled
Airbnb $ABNB occupancy rates in the ๐บ๐ธ over the next week ๐ https://t.co/lLcL3MNbtK tweet
The Long Investor
A diversified portfolio should not have every position green on the same day
Likewise, every position should not be red on the same day.
Ideally you want to be in different sectors that move out of sync with each other.
First rule of investing: protect your capital
Second rule of investing: refer to the first rule.
$SPY $QQQ $IWM
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A diversified portfolio should not have every position green on the same day
Likewise, every position should not be red on the same day.
Ideally you want to be in different sectors that move out of sync with each other.
First rule of investing: protect your capital
Second rule of investing: refer to the first rule.
$SPY $QQQ $IWM
tweet