Offshore
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Brandon Beylo
Copper price action continues to surprise me.
Based on Positioning, Sentiment, and Price Action, I expect a pullback this coming week.
Copper is overextended on any time frame, with substantial increases in large-spec longs and increased HF sentiment.
Let's see.
#copper https://t.co/xl0cyNLBEZ
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Copper price action continues to surprise me.
Based on Positioning, Sentiment, and Price Action, I expect a pullback this coming week.
Copper is overextended on any time frame, with substantial increases in large-spec longs and increased HF sentiment.
Let's see.
#copper https://t.co/xl0cyNLBEZ
tweet
The Long Investor
Since 2019:
- The world has shut down
- Oil went negative
- Largest QE in the history of the US
- Highest inflation since 80’s
- Russia invaded Ukraine
- 7.5% 30 Yr mortgage rates in the US
- GOLD has made ATH’s
- US bonds collapsed
- US is $33Trillion in Debt, up $11 Trillion.
And the $SPY still rose 80% in 5 years.
Nothing stops the $SPY climbing over time, nothing. Because of how it’s structured, only the strongest make it to the Top 500, so the progression always continues.
Is your portfolio up 80% in 5 years?
Likely it’s not.
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Since 2019:
- The world has shut down
- Oil went negative
- Largest QE in the history of the US
- Highest inflation since 80’s
- Russia invaded Ukraine
- 7.5% 30 Yr mortgage rates in the US
- GOLD has made ATH’s
- US bonds collapsed
- US is $33Trillion in Debt, up $11 Trillion.
And the $SPY still rose 80% in 5 years.
Nothing stops the $SPY climbing over time, nothing. Because of how it’s structured, only the strongest make it to the Top 500, so the progression always continues.
Is your portfolio up 80% in 5 years?
Likely it’s not.
tweet
The Long Investor
Most people believe that successful investing is betting big on high risk, high reward positions
But the successful way is finding low risk, consistent growth and compounding positions.
But nobody wants to do it this way because it’s slow
The most successful investors only use one system
The low risk approach
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Most people believe that successful investing is betting big on high risk, high reward positions
But the successful way is finding low risk, consistent growth and compounding positions.
But nobody wants to do it this way because it’s slow
The most successful investors only use one system
The low risk approach
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Antonio Linares
RT @ondrejslunecko: @alc2022 Antonio woke up, had a nice day, some forest or beach, and only when night came, he chose violence
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RT @ondrejslunecko: @alc2022 Antonio woke up, had a nice day, some forest or beach, and only when night came, he chose violence
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Offshore
Photo
Brandon Beylo
RT @marketplunger1: It takes 18 years to bring a new mine online.
Yet we're facing supply shortages today.
We're banning critical material imports from China today.
We're demanding OEMs source domestic metals today.
We're fighting two wars, Electrification, and a failing grid today.
Wake up.
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RT @marketplunger1: It takes 18 years to bring a new mine online.
Yet we're facing supply shortages today.
We're banning critical material imports from China today.
We're demanding OEMs source domestic metals today.
We're fighting two wars, Electrification, and a failing grid today.
Wake up.
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Offshore
Photo
Brandon Beylo
Lol Nvidia $NVDA limit down Monday.
They don’t ring a bell at the top.
But sometimes a Barron’s magazine is good enough. https://t.co/XXUJ701RDT
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Lol Nvidia $NVDA limit down Monday.
They don’t ring a bell at the top.
But sometimes a Barron’s magazine is good enough. https://t.co/XXUJ701RDT
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Offshore
Photo
Brandon Beylo
How do I like a tweet 100 times?
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How do I like a tweet 100 times?
Peace in Chicagoland https://t.co/qmi7bu3XzV tweet
AkhenOsiris
A few years ago, TikTok getting banned was about as likely as Trump apologizing for the insurrection, i.e. next to impossible. Yet here we are.
- Will China allow a sale?
- How will China retaliate?
- Will this drag in the courts for an extended period?
If this results in a ban
Clear Winners: $META $SNAP $GOOGL
Is $ORCL a clear loser? Sentiment-wise possibly, but not sure what % of OCI revs are from TikTok
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A few years ago, TikTok getting banned was about as likely as Trump apologizing for the insurrection, i.e. next to impossible. Yet here we are.
- Will China allow a sale?
- How will China retaliate?
- Will this drag in the courts for an extended period?
If this results in a ban
Clear Winners: $META $SNAP $GOOGL
Is $ORCL a clear loser? Sentiment-wise possibly, but not sure what % of OCI revs are from TikTok
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Antonio Linares
$HIMS has 100X potential over the long term.
$HIMS is a digital health enterprise that connects patients with doctors through a mobile application and processes prescriptions through its automated pharmacy systems.
$HIMS is still a small company, at a market cap of $2.5B. But my impression is that if it carries on executing this well, it will soon be a much larger company. I see extraordinary management and a company that is able to take on one "impossible" challenge after another.
Here are the six principal value drivers for the company:
1. Cost Efficiency: $HIMS offers treatment for an expanding array of medical conditions at prices lower than what individuals would typically pay with insurance. This provides a significant competitive edge in a sector plagued by rising costs.
2. Growth in Service Areas: With each quarter, $HIMS expands its treatment capabilities to include more conditions. The company's management consistently selects new areas for expansion wisely, enhancing its operational cash flow.
3. Exceptional Organizational Properties $HIMS has adeptly built a combined operation of software (the app) and hardware (pharmacies) within the challenging healthcare sector. For example, just two years post-launch, the $HIMS iOS app ranks #16 in healthcare in the U.S App Store., showcasing the company's exceptional organizational capabilities.
4. AI-Powered Analytics: $HIMS stands out as the pioneer in actually using data to optimize its healthcare infrastructure at a high pace, in a way that the traditional healthcare system and its adjacent companies are simply not able to. This positions $HIMS to grow more rapidly than its competitors over time.
5. Customized Care: As $HIMS treats more conditions, it reduces customer acquisition costs and enhances lifetime value, moving towards more tailored healthcare solutions. This not only increases the indispensability of $HIMS for its users but also encourages longer retention on the platform.
6. Enhanced Operating Efficiency: By broadening its services and optimizing its automated pharmacy operations, $HIMS enhances its operational efficiency. This is difficult for competitors to replicate on a large scale, leading to better unit economics and an improving cash flow situation over time.
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$HIMS has 100X potential over the long term.
$HIMS is a digital health enterprise that connects patients with doctors through a mobile application and processes prescriptions through its automated pharmacy systems.
$HIMS is still a small company, at a market cap of $2.5B. But my impression is that if it carries on executing this well, it will soon be a much larger company. I see extraordinary management and a company that is able to take on one "impossible" challenge after another.
Here are the six principal value drivers for the company:
1. Cost Efficiency: $HIMS offers treatment for an expanding array of medical conditions at prices lower than what individuals would typically pay with insurance. This provides a significant competitive edge in a sector plagued by rising costs.
2. Growth in Service Areas: With each quarter, $HIMS expands its treatment capabilities to include more conditions. The company's management consistently selects new areas for expansion wisely, enhancing its operational cash flow.
3. Exceptional Organizational Properties $HIMS has adeptly built a combined operation of software (the app) and hardware (pharmacies) within the challenging healthcare sector. For example, just two years post-launch, the $HIMS iOS app ranks #16 in healthcare in the U.S App Store., showcasing the company's exceptional organizational capabilities.
4. AI-Powered Analytics: $HIMS stands out as the pioneer in actually using data to optimize its healthcare infrastructure at a high pace, in a way that the traditional healthcare system and its adjacent companies are simply not able to. This positions $HIMS to grow more rapidly than its competitors over time.
5. Customized Care: As $HIMS treats more conditions, it reduces customer acquisition costs and enhances lifetime value, moving towards more tailored healthcare solutions. This not only increases the indispensability of $HIMS for its users but also encourages longer retention on the platform.
6. Enhanced Operating Efficiency: By broadening its services and optimizing its automated pharmacy operations, $HIMS enhances its operational efficiency. This is difficult for competitors to replicate on a large scale, leading to better unit economics and an improving cash flow situation over time.
tweet