Offshore
Photo
The Long Investor
This will be us tomorrow, knowing that we have bought undervalued positions and holding for long term.
#CPI https://t.co/0jSB9E7Ewe
tweet
This will be us tomorrow, knowing that we have bought undervalued positions and holding for long term.
#CPI https://t.co/0jSB9E7Ewe
tweet
Dimitry Nakhla | Babylon Capital®
What You Need To Know For The CPI REPORT
1️⃣ CPI will be released Wednesday, April 10 at 8:30 AM EST
2️⃣ Year-over-year CPI is expected to increase to 3.4% in March
3️⃣ CPI is expected to rise by 0.3% in March, after a 0.4% increase in February, showing a slowdown in inflation growth
A CPI print BELOW 3.4% could be 🐂
A CPI print ABOVE 3.4% could be 🐻
A CPI print OF 3.4% could be 🧘🏽♂️
#stocks #investing #inflation
tweet
What You Need To Know For The CPI REPORT
1️⃣ CPI will be released Wednesday, April 10 at 8:30 AM EST
2️⃣ Year-over-year CPI is expected to increase to 3.4% in March
3️⃣ CPI is expected to rise by 0.3% in March, after a 0.4% increase in February, showing a slowdown in inflation growth
A CPI print BELOW 3.4% could be 🐂
A CPI print ABOVE 3.4% could be 🐻
A CPI print OF 3.4% could be 🧘🏽♂️
#stocks #investing #inflation
tweet
Offshore
Photo
The Long Investor
$SPY chart uploaded on the 1st of Feb.
Will CPI and earnings season cause no distributions and give this a final push up to our Wave 5 level….or will it spoil the party and reject holding above the previous high?
We’ll have a good idea by tomorrow.
tweet
$SPY chart uploaded on the 1st of Feb.
Will CPI and earnings season cause no distributions and give this a final push up to our Wave 5 level….or will it spoil the party and reject holding above the previous high?
We’ll have a good idea by tomorrow.
$SPY Wave 5 is not complete yet.
As long as the FED delays the rate cuts, the market will continue to drift higher. https://t.co/uChKqcgG6Z tweet
Offshore
Photo
Hidden Value Gems
By some measures, current markets are more concentrated than ever before.
Lower concentration seems to have been historically good for stocks. https://t.co/gT5fwpzKtE
tweet
By some measures, current markets are more concentrated than ever before.
Lower concentration seems to have been historically good for stocks. https://t.co/gT5fwpzKtE
tweet
Hidden Value Gems
Buffett once wrote about Jamie Dimon's letters: "I recommend that you read his annual letter."
In the latest letter, Dimon seems to be quite cautious, although this is to be expected from the CEO of one of the largest financial groups.
Here are some interesting points 🧵👇🏽
✅"Many key economic indicators today continue to be good and possibly improving, including inflation. [However] all of the following factors appear to be inflationary: ongoing fiscal spending, remilitarization of the world, restructuring of global trade, capital needs of the new green economy, and possibly higher energy costs in the future due to a lack of needed investment in the energy infrastructure.”
1/5
tweet
Buffett once wrote about Jamie Dimon's letters: "I recommend that you read his annual letter."
In the latest letter, Dimon seems to be quite cautious, although this is to be expected from the CEO of one of the largest financial groups.
Here are some interesting points 🧵👇🏽
✅"Many key economic indicators today continue to be good and possibly improving, including inflation. [However] all of the following factors appear to be inflationary: ongoing fiscal spending, remilitarization of the world, restructuring of global trade, capital needs of the new green economy, and possibly higher energy costs in the future due to a lack of needed investment in the energy infrastructure.”
1/5
tweet
Offshore
Photo
Hidden Value Gems
Another piece on the divergence of US and EU stocks. by a GS PM.
Some reasons for lower valuation of EU/UK stocks (higher energy costs, war, higher exposure to China, sector composition) don't fully explain the valuation gap.
The options EU/UK companies could consider...👇🏽
1/5 https://t.co/8zxguVuMWj
tweet
Another piece on the divergence of US and EU stocks. by a GS PM.
Some reasons for lower valuation of EU/UK stocks (higher energy costs, war, higher exposure to China, sector composition) don't fully explain the valuation gap.
The options EU/UK companies could consider...👇🏽
1/5 https://t.co/8zxguVuMWj
tweet
Offshore
Photo
Brandon Beylo
The one benefit of not sleeping due to a newborn is that you can check tin prices before most of your commodity degenerate friends are awake.
Up another 6% this morning.
Good Lord.
#tin https://t.co/18PmmJEc9m
tweet
The one benefit of not sleeping due to a newborn is that you can check tin prices before most of your commodity degenerate friends are awake.
Up another 6% this morning.
Good Lord.
#tin https://t.co/18PmmJEc9m
#Tin price: 31665 (+1,817, +6.09%)
7:42am London $Tin https://t.co/bAY5wJPYfN tweet