Brandon Beylo
RT @hkuppy: Xi doesn’t want the peasants to keep front-running him…👇👇

Breaking from @Sino_Market:

“The Shanghai Futures Exchange has imposed transaction limits on #gold and #copper futures to control recent trading price risks.

The daily opening position limit has been set at 2,800 lots for gold and 2,000 lots for copper.”

Probably nothing.
- Brandon Beylo
tweet
Offshore
Photo
The Long Investor
JPM Morgan implied move prediction for today https://t.co/Q4KrNTc3Ek
tweet
Offshore
Photo
Antonio Linares
Thanks a lot for your review, Yi! Welcome to the deep diver club :).

It’s awesome to see my 2 Hour Deep Diver course adding value to folks around the world. https://t.co/oE8N9G24Ro
tweet
Antonio Linares
If FCF/share goes up big time, the CPI doesn’t matter.
tweet
The Long Investor
I am seeing a lot of confusion online.

CPI came in 0.3% higher, NOT 0.1% higher, that was only estimates.
tweet
The Long Investor
Big test today will be for Crypto.

Will it go against the market or move with it?

Likewise, will Gold and Silver rise if the market declines?

This will determine what is a true safe haven against a weak market.

$SPY $BTC Silver, Gold
tweet
The Long Investor
RT @TheLongInvest: @B_Funk_ Ah yes, the confusion continues…which is why people get confused when a stock drops after earnings in spite of hitting ‘estimates’
tweet
 Q-Cap 
Wife: Honey we need toilet paper , could you go to Costco please.

Me: But sweetie, inflation came in hot at 3.5% instead of 3.4% and now the narrative is the FED is stuck because they already committed to bringing back rates to 2% and the market would see them as weak if they change their stance now. The 10-year exploded higher and Gayed is jerking off to the futures this morning.

Wife: You fu*king idiot
tweet
The Long Investor
HSI testing its 2024 high again today as the US market feels the pressure.

Not a coincidence

HSI, $BABA, $KWEB, $BIDU

HSI has retested the top of the bullish channel and above the historical green line support and closed the week above both levels.

$SPY and $QQQ both showing a breakdown today.

HSI showing a higher high and higher low and recapturing an important support level

Both markets are in exact opposite situations now.
- The Long Investor
tweet
Offshore
Photo
The Long Investor
$BABA has found support on the 0.78 Fib 6 times now since the 1st of Dec.

Sideways movement continues but the wedge is getting tight. https://t.co/C9JuJyidxV

$BABA I wonder why $BABA bought $4.9 Billion worth of stock in Q1

- Maybe it is the extremely tight wedge
- Maybe it is the HSI showing signs of reversing
- Maybe it's the FWD PE of 8
- Maybe its the $90 Billion in cash reserve with a $180 Billion Market Cap

Whatever the reason, they believe it is substantially undervalued here.
- The Long Investor
tweet
The Long Investor
Green:
$BABA
$IQQC
HSI
$FUTU
$TSM

Flat:
$JD
$BIDU
tweet
The Long Investor
Silver moving higher....can it finish Green?

Would be a very big statement.

Big test today will be for Crypto.

Will it go against the market or move with it?

Likewise, will Gold and Silver rise if the market declines?

This will determine what is a true safe haven against a weak market.

$SPY $BTC Silver, Gold
- The Long Investor
tweet
The Long Investor
Silver, green already.

Silver is showing its value to the market

Silver moving higher....can it finish Green?

Would be a very big statement.
- The Long Investor
tweet
Offshore
Photo
Giuliano
RT @Giuliano_Mana: Charlie Munger said there are two types of knowledge in this world.

To explain it, he used to tell the following story:

Max Planck was the father of quantum mechanics. He was touring through Europe and, once, his chaffeur said to him:

"Would you mind, Professor Planck, if I gave the lecture this time? It's so boring to just sit there"

Planck said that he could. Then the chaffeur gets in front of everybody and gave the whole conference on quantum mechanics. It went perfectly, as he had memorized the speech.

After he finished, a Professor stood up in the public and asked something, to which the chaffeur replied:

"Well, I'm surprised that in an advanced city like Munich I get such an elementary question. I'm going to ask my chaffeur to reply."

The two types of knowledge are Planck's knowledge and the chaffeur's knowledge. Planck had paid the dues and knew the thing. The chaffeur had simply learned to 'prattle the talk'.

It's crucial to detect who has Planck knowledge and deposit confidence and value in them.
tweet
Offshore
Photo
Antonio Linares
RT @alc2022: Here’s the most valuable insight from my entire career in investing:

Why do giants like $WMT, $COST, $AMZN, and $MSFT consistently excel over time?

The answer lies in their culture.

These companies are engines of continuous innovation.

There are moments when their cultural compass might veer off track, but corrections are eventually made.

If the culture declines, the company’s performance follows suit.

Once the cultural issues are addressed, the company returns to prosperity.

A strong culture stems from a combination of exceptional organizational traits.

In my portfolio, companies with robust cultures — a synthesis of various elements — consistently perform well.

Those lacking in this regard ultimately fall behind.

Consider $MSFT as an example.

The stock stagnated from 2000 to 2014.

The reason? Steve Ballmer’s leadership fostered a toxic culture.

It was rife with politics and stifled innovation.

Fear of failure prevailed, stifling the exchange of ideas.

While positive developments circulated rapidly, negative news did not.

Then Satya Nadella stepped in and revolutionized the corporate ethos.

$MSFT embraced a culture of low politics and high meritocracy.

It championed individual bravery — the bravery to innovate, propose ideas, and embrace failure until success was achieved.

Operations became decentralized, allowing both good and bad news to circulate freely.

Suddenly, the company transformed into an indomitable force of innovation.

Don’t just take my word for it. Examine Satya Nadella’s letters to shareholders.

Explore the writings of Jeff Bezos and Sam Walton.

They all grasped this principle.

Their thinking aligned, and their companies mirrored this mindset.

They became relentless hubs of innovation, which is why they continue to outperform against all odds.
tweet