The Long Investor
You need to understand
- Commodities
- The Vix
- The Fundamentals
- The US 10 YR
- Bond Market
- Impact on Inflation
- Geopolitical consequences
- OIL futures
To understand the Market.
I see frustration everywhere because people can not understand the movement of their stocks or the market.
Be careful listening to people who just draw two lines on a chart.
$SPY
tweet
You need to understand
- Commodities
- The Vix
- The Fundamentals
- The US 10 YR
- Bond Market
- Impact on Inflation
- Geopolitical consequences
- OIL futures
To understand the Market.
I see frustration everywhere because people can not understand the movement of their stocks or the market.
Be careful listening to people who just draw two lines on a chart.
$SPY
tweet
The Long Investor
Everyone is a Long Term Investor until it’s time to experience a 50-61% drawdown on your favourite stock.
Corrections only take place when there is mass selling, otherwise they can not happen
And since humans have not changed their approach to investing, I don’t expect this to change anytime soon.
tweet
Everyone is a Long Term Investor until it’s time to experience a 50-61% drawdown on your favourite stock.
Corrections only take place when there is mass selling, otherwise they can not happen
And since humans have not changed their approach to investing, I don’t expect this to change anytime soon.
tweet
Offshore
Photo
Hidden Value Gems
Leon Cooperman on 14 qualities he expects from a good analyst 👇🏽
See the next tweet for more (1/2)
#investing
#hedgefunds
#FundamentalAnalysis https://t.co/JBt1uhAHla
tweet
Leon Cooperman on 14 qualities he expects from a good analyst 👇🏽
See the next tweet for more (1/2)
#investing
#hedgefunds
#FundamentalAnalysis https://t.co/JBt1uhAHla
tweet
Offshore
Photo
Dimitry Nakhla | Babylon Capital®
$LULU Forward Multiple of 23.88x is near the lowest point of its range over the past 10 years
#stocks #investing https://t.co/eB7YOlJYMc
tweet
$LULU Forward Multiple of 23.88x is near the lowest point of its range over the past 10 years
#stocks #investing https://t.co/eB7YOlJYMc
tweet
Offshore
Photo
Brandon Beylo
RT @riteshmjn: Fantastic thread … the missing picture in #electrification ecosystem
tweet
RT @riteshmjn: Fantastic thread … the missing picture in #electrification ecosystem
Copper is one of the most exciting metals to study.
We're obsessed with "Electrifying" the world.
But we have completely ignored the MASSIVE metals supply/demand imbalance.
This creates one of the most asymmetric bets in all of markets.
A thread on the copper setup ... 🧵 https://t.co/SDyTrpBEYp tweet
The Long Investor
50 Day MA:
$MSFT - ❌ lost
$NVDA - 🟠Testing
$GOOG - ✅
$AMZN - ✅
If the market loses these 4, correction is confirmed.
$NVDA is next to test the 50 Day MA.
tweet
50 Day MA:
$MSFT - ❌ lost
$NVDA - 🟠Testing
$GOOG - ✅
$AMZN - ✅
If the market loses these 4, correction is confirmed.
$NVDA is next to test the 50 Day MA.
$MSFT
$NVDA
$GOOG
$AMZN
4 stocks pulling back 2-5% is enough to accelerate a correction now. tweet
X (formerly Twitter)
The Long Investor (@TheLongInvest) on X
$MSFT
$NVDA
$GOOG
$AMZN
4 stocks pulling back 2-5% is enough to accelerate a correction now.
$NVDA
$GOOG
$AMZN
4 stocks pulling back 2-5% is enough to accelerate a correction now.
Offshore
Photo
Brandon Beylo
https://t.co/tn2L9Bc0P6
tweet
https://t.co/tn2L9Bc0P6
GOLDMAN SEES A VERY SIGNIFICANT REFINED #COPPER DEFICIT FOR 2024. tweet
Clark Square Capital
This is worth the time.
Graham + Dodd Luncheon Symposium (2008) with Bruce Berkowitz, Seth Klarman, David Abrams, and Howard Marks.
h/t to @v_humboldt for sharing!
https://t.co/TamDtux3WH
tweet
This is worth the time.
Graham + Dodd Luncheon Symposium (2008) with Bruce Berkowitz, Seth Klarman, David Abrams, and Howard Marks.
h/t to @v_humboldt for sharing!
https://t.co/TamDtux3WH
tweet
Offshore
Photo
Hidden Value Gems
A new memo by @HowardMarksBook. Key takeways
🧵👇🏽
✅"Because the future is inherently uncertain, we usually have to choose between (a) avoiding risk and having little or no return, (b) taking a modest risk and settling for a commensurately modest return, or (c) taking on a high degree of uncertainty in pursuit of substantial gain but accepting the possibility of substantial permanent loss."
1/7
tweet
A new memo by @HowardMarksBook. Key takeways
🧵👇🏽
✅"Because the future is inherently uncertain, we usually have to choose between (a) avoiding risk and having little or no return, (b) taking a modest risk and settling for a commensurately modest return, or (c) taking on a high degree of uncertainty in pursuit of substantial gain but accepting the possibility of substantial permanent loss."
1/7
tweet