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The Long Investor
Earnings Season needs to be strong to overshadow the volatile macro conditions but $JPM is off to a weak start.
$JPM down -5.5% today. https://t.co/XfNw1N53GG
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Earnings Season needs to be strong to overshadow the volatile macro conditions but $JPM is off to a weak start.
$JPM down -5.5% today. https://t.co/XfNw1N53GG
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Giuliano
Infinite thanks to those who gave it a listen!
I've been thinking a lot about some meditations that Antonio shared:
Comets, jellyfish, existentialism, mental models, intuition, sources of alpha. https://t.co/HqvCaDjGqb
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Infinite thanks to those who gave it a listen!
I've been thinking a lot about some meditations that Antonio shared:
Comets, jellyfish, existentialism, mental models, intuition, sources of alpha. https://t.co/HqvCaDjGqb
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The Long Investor
- Higher CPI = High Interest Rates for longer
- Earnings Season kicking off with a bad start from the worlds biggest bank $JPM
- Gold and Silver going parabolic
- China stepping up its Economic sanctions against the US
- Iran threatening Israel and the US, with an attack imminent.
-VIX pushing higher
This has been a hell of a start to Q2
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- Higher CPI = High Interest Rates for longer
- Earnings Season kicking off with a bad start from the worlds biggest bank $JPM
- Gold and Silver going parabolic
- China stepping up its Economic sanctions against the US
- Iran threatening Israel and the US, with an attack imminent.
-VIX pushing higher
This has been a hell of a start to Q2
❖ Iran warns U.S. to stay out of fight with Israel or face attack on troops
Iran sent a message to the Biden administration through several Arab countries earlier this week: if the U.S. gets involved in the fighting between Israel and Iran, U.S. forces in the region will be attacked, three U.S. officials told Axios.
https://t.co/jwHbPLWpbw tweet
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*Walter Bloomberg (@DeItaone) on X
❖ Iran warns U.S. to stay out of fight with Israel or face attack on troops
Iran sent a message to the Biden administration through several Arab countries earlier this week: if the U.S. gets involved in the fighting between Israel and Iran, U.S. forces in…
Iran sent a message to the Biden administration through several Arab countries earlier this week: if the U.S. gets involved in the fighting between Israel and Iran, U.S. forces in…
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The Long Investor
RT @zerohedge: Goldman raises gold price target to $2700 from $2300 https://t.co/S1HLbHavx9
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RT @zerohedge: Goldman raises gold price target to $2700 from $2300 https://t.co/S1HLbHavx9
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Giuliano
25 more articles from Mauboussin will be.
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25 more articles from Mauboussin will be.
What should I read?
1. Security Analysis.
2. 25 research articles from Mauboussin. tweet
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Giuliano (@Giuliano_Mana) on X
What should I read?
1. Security Analysis.
2. 25 research articles from Mauboussin.
1. Security Analysis.
2. 25 research articles from Mauboussin.
The Long Investor
$AMZN hitting $189 yesterday signalled the last of the Mega Caps to reach their ATH levels after the 2021 decline.
Wave 5’s typically need to reach a higher high to complete, which is found now in all Mega Caps and the $SPY
Extraordinary timing to complete only yesterday.
The market is showing reversal indications on a number of fronts now.
When the $SPY and $QQQ lose their 50 Day MA, plans to conserve capital (if you have not done this already) should be put in place.
There is no excuse not to be prepared now
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$AMZN hitting $189 yesterday signalled the last of the Mega Caps to reach their ATH levels after the 2021 decline.
Wave 5’s typically need to reach a higher high to complete, which is found now in all Mega Caps and the $SPY
Extraordinary timing to complete only yesterday.
The market is showing reversal indications on a number of fronts now.
When the $SPY and $QQQ lose their 50 Day MA, plans to conserve capital (if you have not done this already) should be put in place.
There is no excuse not to be prepared now
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The Long Investor
$QQQ people don’t like reading tweets of people showing off
And I get that.
That being said, the value is in the charts shared for free for everyone.
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$QQQ people don’t like reading tweets of people showing off
And I get that.
That being said, the value is in the charts shared for free for everyone.
$QQQ
Chart on the 16th of November 2023 and
$QQQ chart today.
6 months later.
Same level, same date.
This is why we are the best in the business https://t.co/qZZYaV0XNZ tweet
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Antonio Linares
I’m a tennis addict. Been playing with the same rackets long before I invested in $AMD.
Old school but new 👇 https://t.co/phfDfjrFDx
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I’m a tennis addict. Been playing with the same rackets long before I invested in $AMD.
Old school but new 👇 https://t.co/phfDfjrFDx
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Dimitry Nakhla | Babylon Capital®
RT @chriswmayer: Favorite part for me was where he talks about the average holding period of his investments being 42 years. And the Lilly example is great.
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RT @chriswmayer: Favorite part for me was where he talks about the average holding period of his investments being 42 years. And the Lilly example is great.
Ken Langone’s life should be a movie
He co-founded Home Depot
Bought and held shares for decades in others like Eli Lily
Fought Spitzer (hilarious section)
Rebuilt NYU Langone
So much more
Integrity and energy off the charts. The American Dream:
https://t.co/4D0RdO9L6x https://t.co/b3AsxyG1x4 tweet