Hidden Value Gems
A timely guide to investing during geopolitical conflicts by Joachim Klement.
“The most important rule for investors in a geopolitical crisis is not to panic. The evidence is extremely clear on one thing: the vast majority of geopolitical events do not matter for equity market performance over investment horizons of one month or longer.”
The link is in the next tweet. 👇🏼
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A timely guide to investing during geopolitical conflicts by Joachim Klement.
“The most important rule for investors in a geopolitical crisis is not to panic. The evidence is extremely clear on one thing: the vast majority of geopolitical events do not matter for equity market performance over investment horizons of one month or longer.”
The link is in the next tweet. 👇🏼
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Offshore
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Hidden Value Gems
Potentially good news for $CTT.LS as the new Portuguese govt announced tax cuts for the middle class and businesses.
✅Corporate tax rate would drop from 21% to 15% in 3 years.
✅Personal income tax by 0.5-3% vs 2023.
✅Reduce taxes of corporate fleet.
✅Additional benefits for the young people (under 35).
The changes need to be approved by Parliament.
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Potentially good news for $CTT.LS as the new Portuguese govt announced tax cuts for the middle class and businesses.
✅Corporate tax rate would drop from 21% to 15% in 3 years.
✅Personal income tax by 0.5-3% vs 2023.
✅Reduce taxes of corporate fleet.
✅Additional benefits for the young people (under 35).
The changes need to be approved by Parliament.
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Antonio Linares
Some predictions:
1. $MSFT's AI Copilots will transform into an essential daily tool for everyone.
2. $PLTR will become the platform in which folks build companies on first.
3. $AMD is set to shake up $NVDA, leveraging a ten-year lead in chiplets that Nvidia will inevitably adopt.
4. $AMZN's cash flow is poised to hit unprecedented highs, fueled by a surge in operating leverage from recent capital investments.
5. $SPOT will emerge as the $GOOG of audio.
6. $TSLA will catalyze a new era of material abundance with its efficient manufacturing, cost-effective energy solutions, and scalable AI.
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Some predictions:
1. $MSFT's AI Copilots will transform into an essential daily tool for everyone.
2. $PLTR will become the platform in which folks build companies on first.
3. $AMD is set to shake up $NVDA, leveraging a ten-year lead in chiplets that Nvidia will inevitably adopt.
4. $AMZN's cash flow is poised to hit unprecedented highs, fueled by a surge in operating leverage from recent capital investments.
5. $SPOT will emerge as the $GOOG of audio.
6. $TSLA will catalyze a new era of material abundance with its efficient manufacturing, cost-effective energy solutions, and scalable AI.
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Offshore
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The Long Investor
Some big hitters this week ahead
- Banks
- Airlines
- $UNH, $JNJ, $ASML, $NFLX, $IBKR https://t.co/GevJ28I2zf
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Some big hitters this week ahead
- Banks
- Airlines
- $UNH, $JNJ, $ASML, $NFLX, $IBKR https://t.co/GevJ28I2zf
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Antonio Linares
I’m seeing this everywhere.
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I’m seeing this everywhere.
@alc2022 As a programmer I can confirm that we could not live without github copilot anyomre. Once you have tried it there is no way back to stone age. tweet
Offshore
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The Long Investor
Hong Kong likely to approve BOTH $BTC and $ETH ETFs as soon as Monday.
So the excessive decline yesterday makes since now https://t.co/gGGdlplAq7
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Hong Kong likely to approve BOTH $BTC and $ETH ETFs as soon as Monday.
So the excessive decline yesterday makes since now https://t.co/gGGdlplAq7
"China Is About To Start Bidding" - Will Hong Kong Bitcoin ETFs Spark The 'Halving' Rally? https://t.co/3wmJ35sUOh tweet
Offshore
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Giuliano
I listened to Charlie's speech at USC 5 times in the past week.
Here are 8 of his simple ideas on how to live a good life: https://t.co/rxR198WMZz
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I listened to Charlie's speech at USC 5 times in the past week.
Here are 8 of his simple ideas on how to live a good life: https://t.co/rxR198WMZz
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Offshore
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Hidden Value Gems
Just sharing some data points: insider buying is sharply down in the US
👇 https://t.co/BvSgRbXvCG
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Just sharing some data points: insider buying is sharply down in the US
👇 https://t.co/BvSgRbXvCG
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Giuliano
Cargo Cult Science
"In the South Seas there is a Cargo Cult of people. During the war they saw airplanes land with lots of good materials, and they want the same thing to happen now.
So they’ve arranged to make things like runways, to put fires along the sides of the runways, to make a wooden hut for a man to sit in, with two wooden pieces on his head like headphones and bars of bamboo sticking out like antennas—he’s the controller—and they wait for the airplanes to land. They’re doing everything right. The form is perfect. It looks exactly the way it looked before.
But it doesn’t work. No airplanes land. So I call these things Cargo Cult Science, because they follow all the apparent precepts and forms of scientific investigation, but they’re missing something essential, because the planes don’t land."
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Cargo Cult Science
"In the South Seas there is a Cargo Cult of people. During the war they saw airplanes land with lots of good materials, and they want the same thing to happen now.
So they’ve arranged to make things like runways, to put fires along the sides of the runways, to make a wooden hut for a man to sit in, with two wooden pieces on his head like headphones and bars of bamboo sticking out like antennas—he’s the controller—and they wait for the airplanes to land. They’re doing everything right. The form is perfect. It looks exactly the way it looked before.
But it doesn’t work. No airplanes land. So I call these things Cargo Cult Science, because they follow all the apparent precepts and forms of scientific investigation, but they’re missing something essential, because the planes don’t land."
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