Offshore
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Brandon Beylo
Imagine the move in gold when US investors start buying hand-over-fist.
We will see multi-hundred dollar intraday swings.
#gold
H/t @jessefelder https://t.co/BoLweBRc43
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Imagine the move in gold when US investors start buying hand-over-fist.
We will see multi-hundred dollar intraday swings.
#gold
H/t @jessefelder https://t.co/BoLweBRc43
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Offshore
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Clark Square Capital
Me waiting for L'Occitane's chairman to announce a formal bid. https://t.co/MHfh2LpZFJ
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Me waiting for L'Occitane's chairman to announce a formal bid. https://t.co/MHfh2LpZFJ
Let's hope they offer > HK 35 tweet
The Institutional Limited Partner
Want to know more about Private Equity secondaries?
Check out my last article covering GP-led deals :
https://t.co/jq6CJKSwWD
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Want to know more about Private Equity secondaries?
Check out my last article covering GP-led deals :
https://t.co/jq6CJKSwWD
https://t.co/YUfSxa1poM tweet
X (formerly Twitter)
The Institutional Limited Partner (@holistic_pm) on X
SECONDARIES SERIES #3: GP-Led transactions
Offshore
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The Long Investor
Now is not the time to take on risk.
The pull back from August to October ‘23 was an aggressive Wave 4 pull back
We then got the most typical Wave 5 you could see, it was fast and sharp because Wave 4 was so aggressive.
When Wave 5’s complete, the pull back is much stronger than just a Wave 4, it is an ABC correction.
Meaning, you don’t just buy every dip
Buying all the dips from here means catching the bloodiest knife.
Instead, you wait for support to be found and support is ALWAYS found on Fibonacci levels or moving averages, you do not need anything else to confirm a support level.
ABC corrections will test everyone, they behave in such a way that many will give up and panic sell….it would not be an ABC correction unless people panic sell.
So this is guaranteed to happen
You are either get out early or ride the storm until the correction is complete.
Smart money sells as Wave 5 completes.
ABC corrections are difficult even for professionals, so if you have only been investing for 1-2 years, you will not be as prepared as you think you are.
Red portfolios will teach you a lot about yourself
Start preparing, don’t take on risk, safe havens should be bought now and protecting your capital should be your main priority.
$SPY $QQQ
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Now is not the time to take on risk.
The pull back from August to October ‘23 was an aggressive Wave 4 pull back
We then got the most typical Wave 5 you could see, it was fast and sharp because Wave 4 was so aggressive.
When Wave 5’s complete, the pull back is much stronger than just a Wave 4, it is an ABC correction.
Meaning, you don’t just buy every dip
Buying all the dips from here means catching the bloodiest knife.
Instead, you wait for support to be found and support is ALWAYS found on Fibonacci levels or moving averages, you do not need anything else to confirm a support level.
ABC corrections will test everyone, they behave in such a way that many will give up and panic sell….it would not be an ABC correction unless people panic sell.
So this is guaranteed to happen
You are either get out early or ride the storm until the correction is complete.
Smart money sells as Wave 5 completes.
ABC corrections are difficult even for professionals, so if you have only been investing for 1-2 years, you will not be as prepared as you think you are.
Red portfolios will teach you a lot about yourself
Start preparing, don’t take on risk, safe havens should be bought now and protecting your capital should be your main priority.
$SPY $QQQ
tweet
Offshore
Photo
Brandon Beylo
I was told there was no inflation and we had everything under control.
• Lower Grades
• Higher energy costs
• Lack of talented labor
• Increased regulation
It’s all inflationary.
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I was told there was no inflation and we had everything under control.
• Lower Grades
• Higher energy costs
• Lack of talented labor
• Increased regulation
It’s all inflationary.
Ouch! The cost to find 1t of #copper has increased more than 1000pc since 2005, fromUS$10 to $120 says Juan Guzman of GEM @MiningOnline https://t.co/n5hWUpLkoq tweet
Offshore
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AkhenOsiris
Defense stonks and digital defense stonks (cybersecurity)...the latter been weak since last earnings season
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Defense stonks and digital defense stonks (cybersecurity)...the latter been weak since last earnings season
Netanyahu has asked the Israel Defense Forces to provide target options. Those options include a potential strike on a facility in Tehran or a cyberattack, according to an official familiar with high-level discussions - Washington Post
washingtonpost.com/world/202… - Faytuks News Δtweet
AkhenOsiris
Massaging and stretching the truth, also known as lying:
Electrek:
Effectively, Tesla is not working on this NV9 project anymore, and it is focusing on Robotaxi instead. That’s the truth, which you wouldn’t know if you just read Elon’s denial of the report and moved on. That seems to be Elon’s goal lately, with his constant attacks on the media.
They don’t get everything right, which is impossible to do, so you focus on what they get wrong to bury what they got right but you don’t want people to know.
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Massaging and stretching the truth, also known as lying:
Electrek:
Effectively, Tesla is not working on this NV9 project anymore, and it is focusing on Robotaxi instead. That’s the truth, which you wouldn’t know if you just read Elon’s denial of the report and moved on. That seems to be Elon’s goal lately, with his constant attacks on the media.
They don’t get everything right, which is impossible to do, so you focus on what they get wrong to bury what they got right but you don’t want people to know.
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AkhenOsiris
$TSLA
Grok is causing job losses 😂
TechCrunch:
Many of the laid-off employees were high performers, according to two sources who spoke to TechCrunch on condition of anonymity. One source expressed shock at the number of talented employees cut and noted that many of those affected were working on projects that have fallen lower on Tesla’s priority list. The source declined to specify which projects.
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$TSLA
Grok is causing job losses 😂
TechCrunch:
Many of the laid-off employees were high performers, according to two sources who spoke to TechCrunch on condition of anonymity. One source expressed shock at the number of talented employees cut and noted that many of those affected were working on projects that have fallen lower on Tesla’s priority list. The source declined to specify which projects.
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