Offshore
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Giuliano
Adam Smith stating that competition erodes profits. https://t.co/kmDk0smrva
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The Long Investor
$TGT is now up 73% since its October '23 low when people thought opinions weighed more than fundamentals.

Smart money bought up this undervalued position.
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Offshore
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Thomas | heyapollo.com
RT @Vivek4real_: "You've gotta be absolutely crazy to believe the Federal Reserve right now. They're full of it. And I don't have to, because I own #Bitcoin"
- Jack Mallers 🔥 https://t.co/hFxAgJTDbp
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Offshore
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The Long Investor
$HTZ I am watching you......this is getting very tight. https://t.co/l0e94JEuD5
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Offshore
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The Long Investor
$CAT Chart uploaded to our group on the 22nd of November

Price was $246 that day
Price hit $377 and our Wave 3 target today. https://t.co/3lvvvqpPqo
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Offshore
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The Long Investor
$PLTR up +7% since bouncing on the 0.5 Fib at $21.70

The timing of this catalyst below has been warmly welcomed.

$PLTR partners with $ORCL

$PLTR partners with @Oracle to Deliver Mission Critical AI Solutions to Governments and Businesses.

Learn more 👇 https://t.co/SJhvjIG1gm
- Arny Trezzi
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Offshore
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Brandon Beylo
Regime change.

"The era of happy globalization is over and everyone needs to wake up.

The era of globalization of rivalries has begun."

Deglobalization is incredibly inflationary.
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Offshore
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The Long Investor
$PLTR Institutional Ownership continues to grow consistently over the last 4 years. https://t.co/hb59nIQTis
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The Long Investor
$AMZN $184 in the PM now

Bulls have been relentless getting to $188
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Offshore
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Brandon Beylo
Fascinating to see how the S&P 500 has shifted sector weighting over time.

Take a look at Energy & Materials.

During the 1970s Inflationary Regime, Energy & Materials comprised 30%+ of the S&P 500.

Today, it's 6%.

What happens if fund flows shift again?
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