Antonio Linares
Who remembers Antonio the bear?
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The Long Investor
$SPY strong confluence level at the 50 Day MA and trend line has caused a rejection so far

Can the market be saved by $AMZN and $AAPL this week?

Powell will need to be play nice too.
A lot of variables at play here.

It goes without saying but do not gamble this week. https://t.co/5jqVJIMQYU

$SPY if you want to see the future, study the past.

MACD and RSI on the weekly chart is as clear as it needs to be. https://t.co/Ezv7z7gHQf
- The Long Investor
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Antonio Linares
In 2022, even great investors like Bill Ackman gave up on $NFLX, with the stock declining 70%+.

Now $NFLX is up over 200% from the lows, returning a total of 46,500%+ for investors since the IPO.

So what happened? Join me in this deep dive to find out. https://t.co/km6Q8Z8oPa
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Antonio Linares
$NFLX is on track to become the world's top entertainment company.
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Antonio Linares
What’s your pick:

$NFLX or $DIS? https://t.co/71PnokvkY1
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The Long Investor
$AMZN good earnings, performed strong as expected, in line with expectations from $MSFT last week.

$MSFT has also given back all gains post earnings now.

I expect the same result with $AMZN

No dividends or share buyback announced.

Not enough to carry the market for me

On to Powell and $AAPL next

$AMZN https://t.co/2F2Uhj65Qw
- The Long Investor
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The Long Investor
$AMZN the last minute sell off has just about been recovered.

So why didn’t $AMZN announce a dividend or share buyback?

Because there is no point throwing a single bag of sand against a burst dam.

Well played $AMZN, use the money to grow. https://t.co/AnkAkSb1yx
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The Long Investor
Someone check on @fundstrat and see if this is the rally he spoke about on CNBC

Shocking tactics from Wall Street as usual and we have seen this so many times.

Desperate to use the retail investor as exit liquidity
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 Q-Cap 
Starbucks earnings summary below: https://t.co/cKclJli4Zf
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The Institutional Limited Partner
KKR—For those interested in the gross-to-net spread, here are the net performances (as of Q3 2023) for some of the funds.

KKR NA XI : 2.2X / 19.8%
KKR NA XII : 1.82x / 18.9%

KKR Europe I : 2.1X / 19.73%
KKR Europe II : 1.3x / 4.81%
KKR Europe III : 1.6x / 11.01%
KKKR EUrope V : 1.2x / 10.7%

KKR Asian fund II : 1.1x / 3.38%
KKR Asian Fund III : 1.81x / 21.1%
@BoringBiz_ @zenobcap @connornowinski @svg_floris

KKR delivering 26% gross IRR over 48 years is impressive, no matter how you cut it

Even more impressive is that none of their funds (out of 25) have lost money

22 out of 25, or 88%, have outperformed the benchmark https://t.co/W8g4zfLWmr
- Boring_Business
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