The Long Investor
Global hedge funds are flowing into Hong Kong.

We are ahead of the hedge funds now.

$BABA $BIDU $JD $YINN $NIO https://t.co/6xZQybNAAN

Bullish Headlines have now arrived on China and hedge funds are piling back in 🇨🇳 🇭🇰

To start 2024, China was the MOST shorted investment theme in Fund Manager surveys

Later this year, I believe it will be the MOST crowded long investment theme.

$baba $kweb $pdd $hsi $jd https://t.co/N1f0J7xLFF - Larry Cheung, CFA
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The Long Investor
FED will cut before the elections

❖ US Labor Apr Nonfarm Payrolls +175K; Consensus +240K

❖ US Apr Unemployment Rate 3.9%; Consensus 3.8%

❖ US Apr Average Hourly Earnings +0.20%, or +$0.07 to $34.75; Over Year +3.92%

❖ US Apr Private Sector Payrolls +167K and Government Payrolls +8K

❖ US Apr Average Workweek -0.1 Hour to 34.3 Hours

❖ US Apr Labor-Force Participation Rate 62.7%

❖ US Mar Payrolls Revised to +315K; Feb Revised to +236K - *Walter Bloomberg
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Dimitry Nakhla | Babylon Capital®
$ICE Intercontinental Exchange is one of those steady excellent compounders 📈📉

In the last 10 years:

•FCF CAGR +15.75%
•Net Income CAGR: +17.20%

#stocks #investing https://t.co/8zkmDBJlpv
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The Long Investor
So why do stocks bounce when jobs growth disappoints

A lot of people are confused by this

Slow jobs growth means a slowing down economy, meaning the Fed can rate cut sooner rather than later

The Feds job is to lower inflation, less jobs available means a weakening economy and in theory, a reduction to inflation

The Fed will ONLY pivot when they feel the economy is weakening

So why a bounce on this news?

When the Fed pivots, it’s time to get out of equities and into safe havens as earnings will likely decline….which is evident from this seasons lower guidance.

The bounce is exit liquidity

Smart money will do what they can not to get caught on the wrong side of the decline

Don’t be exit liquidity, let the suckers of history be caught on the wrong side of this, you are more aware

$SPY $QQQ

BREAKING: Stocks rally on news of disappointing job growth. - Douglas A. Boneparth
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The Long Investor
$SPY is now testing the 50 Day MA from below for the second time.

First test was last Friday and rejected, now today it tests again....will it end the week below the 50 Day MA again?

$SPY how the day and week ended.

50 Day MA. https://t.co/dJPHN7eHQC - The Long Investor
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The Long Investor
RT @dubinvest: 5 game-changing tips for new investors:

1. Take it slow. Take time to learn the basics of investing in securities.

2. Understand your financial objectives and risk tolerance. Take time to understand whether you’re using your capital for the long term or speculation.

3. Pay attention to macro-economic indicators. Having a sense of the bigger picture allows you to understand where it may be best to deploy your capital.

4. Keep cash on the side. Markets retract —having cash when there is a buying opportunity can be critical to your success.

5. Diversify your holdings in multiple stocks or sectors. This helps you reduce the risk that one stock tanks all your investments.
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The Long Investor
$PLTR earnings report is due on Monday after the close, are you ready?
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Giuliano
Hoy publicamos la conversación con @alejobaltasar, director académico del MBA de la UTDT.

Estuvo increíblemente interesante! https://t.co/uFYpy2thua
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The Long Investor
Never buy a stock within the first 30 Mins of the market opening

Infact, there is very little need to watch the market for the first 30 mins.
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Giuliano
Kevin's takes on these things are incredible.

A lot of work goes into them and he's able to uncover quite unique insights.

Warren Buffett has beaten the market without using Excel

In his mind, he uses the Quality to Value ratio

I've included it in my investing process

Here's what I've come up with
🧵👇 https://t.co/2dCj7xCR5H - Kevin
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The Long Investor
Just now @DivesTech has said on CNBC that $AAPL will post growth from Sept earnings, this in line with our Wave C completing for $AAPL.

This bounce now is Wave B for us, followed by a decline.
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 Q-Cap 
Company lifespan on S&P500 keeps shrinking

In 1964, the avg lifespan was 33Yrs, today it's getting closer to 10Yrs.

Stock picking and compounding will only get harder. https://t.co/elytzpxn6r
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Antonio Linares
As $PLTR continues to productive, margins and FCF/share will continue to rise fast.

Per the anecdotes of AIP Bootcamps, I expect this quarter to be excellent, at least on the commercial side.
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The Long Investor
Bullish or Bearish? https://t.co/s6Qkb1Fdn3
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