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Jerome Powell after realizing he’s more powerful than the U.S. president right now https://t.co/qpszKwxqmM
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Jerome Powell after realizing he’s more powerful than the U.S. president right now https://t.co/qpszKwxqmM
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Quiver Quantitative
There are reports that the GOP intentionally goaded Jasmine Crockett into running for Senate in Texas.
Speaker Mike Johnson just gave this reaction to her decision: https://t.co/0DY5YdE2xB
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There are reports that the GOP intentionally goaded Jasmine Crockett into running for Senate in Texas.
Speaker Mike Johnson just gave this reaction to her decision: https://t.co/0DY5YdE2xB
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WealthyReadings
$HIMS continues to expand and to execute.
Yet, the market continues to ignore the stock, as expected.
Why? Because the market doesn't care about "maybes" or god given missions. It cares about cash.
"But the market doesn’t care about this. It cares about data and narratives. Right now, both are shifting negatively & I personally do not see any reasons to stay invested in Hims as they might succeed, but it will take time without any guarantee.
Better to sit out from here. Let others take the risks, let the market adjust. Observe. And I will gladly buy back in if valuation allows me, if we have more clarity on the short & medium term and if Hims shows early signs of success. Until then, I’ll continue to comment. But I won’t be involved."
This is what I shared back in October when I sold my shares above $60. So far, I see no reasons to be involved again.
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$HIMS continues to expand and to execute.
Yet, the market continues to ignore the stock, as expected.
Why? Because the market doesn't care about "maybes" or god given missions. It cares about cash.
"But the market doesn’t care about this. It cares about data and narratives. Right now, both are shifting negatively & I personally do not see any reasons to stay invested in Hims as they might succeed, but it will take time without any guarantee.
Better to sit out from here. Let others take the risks, let the market adjust. Observe. And I will gladly buy back in if valuation allows me, if we have more clarity on the short & medium term and if Hims shows early signs of success. Until then, I’ll continue to comment. But I won’t be involved."
This is what I shared back in October when I sold my shares above $60. So far, I see no reasons to be involved again.
I decided to close my $HIMS position today, after last night's earnings.
If you are interested by a clear & unbiased summary of the earnings, why I am closing my position & why I believe $HIMS will go through some tough times, it's all detailed below.
https://t.co/vTcjV48al4 tweet
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Fiscal.ai
Airports are natural monopolies.
And they tend to have major pricing power.
Here are the best performing airport stocks of the last 5 years:
1. Corporación American Airports $CAAP
5yr Total Return: +543% https://t.co/2ZE3wWbpTh
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Airports are natural monopolies.
And they tend to have major pricing power.
Here are the best performing airport stocks of the last 5 years:
1. Corporación American Airports $CAAP
5yr Total Return: +543% https://t.co/2ZE3wWbpTh
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App Economy Insights
Wealthfront is going public this week.
Ticker: $WLTH
Valuation: ~$2B
Funded Clients: 1.3M
Platform Assets: $88B
📊 How They Make Money: ~75% of revenue comes from cash management (not advisory fees). This makes the model highly sensitive to interest rates.
Would you buy this over $HOOD or $SOFI?
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Wealthfront is going public this week.
Ticker: $WLTH
Valuation: ~$2B
Funded Clients: 1.3M
Platform Assets: $88B
📊 How They Make Money: ~75% of revenue comes from cash management (not advisory fees). This makes the model highly sensitive to interest rates.
Would you buy this over $HOOD or $SOFI?
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WealthyReadings
While everyone panicked in November as the chances of rate cuts reduced, I kept my head cool & shared that I'd continue to buy my stocks during the dip, with clear arguments why.
All my buys are green since that day, some of them are even very green - namely $ALAB, $NBIS, $ONON, $BTC & $ETH.
And yes, without much surprises, the FED did cut rates.
When investing, reacting is losing.
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While everyone panicked in November as the chances of rate cuts reduced, I kept my head cool & shared that I'd continue to buy my stocks during the dip, with clear arguments why.
All my buys are green since that day, some of them are even very green - namely $ALAB, $NBIS, $ONON, $BTC & $ETH.
And yes, without much surprises, the FED did cut rates.
When investing, reacting is losing.
I am still a buyer for a few handful reasons.
1. I believe the FED needs to continue to cut rates, and will in December.
https://t.co/5joU9HUnh1
2. I believe in AI and that $NVDA isn't a fraud, and the data backs me up.
https://t.co/jvzeGM3kwY
3. $TMDX is more than 30% of my portfolio, a recession and AI proof business unaffected by rate cuts, so even if the rest of the market falls liquidity should go towards those kinds of assets.
https://t.co/5ZqknmvPVz
4. Fiscal spending isn't and will not slow down during the next years and the only protection against this is assets, and this is also why I dobuled my $BTC weekly DCA.
That being said, the market is taking a hit and it won't recover from this in a few days with a V shape recovery like post liberation day as we do not have comparable catalysts before EOY.
So I am being prudent and slow in my purchases. There is no rush in today's market, you don't need to catch falling knifes, you just need to wait and be patient.
The few percentage point won by catching a bottom compared to following a trend aren't worth the risk. tweet
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WealthyReadings (@WealthyReadings) on X
I am still a buyer for a few handful reasons.
1. I believe the FED needs to continue to cut rates, and will in December.
https://t.co/NiO2OkZ3ws
2. I believe in AI and that $NVDA isn't a fraud, and the data backs me up.
https://t.co/XOexYn4vyS
3. $TMDX…
1. I believe the FED needs to continue to cut rates, and will in December.
https://t.co/NiO2OkZ3ws
2. I believe in AI and that $NVDA isn't a fraud, and the data backs me up.
https://t.co/XOexYn4vyS
3. $TMDX…