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Librarian Capital
Elon Musk tweeted he voted and included a photo
Why? Could it be because people remember how, after he claimed to have voted Republican in 2022, state records showed he did not in fact vote?
Remember FSD, "funding secured", and the $1m "lottery" which was in fact fixed
Vote! https://t.co/y9bPrI6itW
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Elon Musk tweeted he voted and included a photo
Why? Could it be because people remember how, after he claimed to have voted Republican in 2022, state records showed he did not in fact vote?
Remember FSD, "funding secured", and the $1m "lottery" which was in fact fixed
Vote! https://t.co/y9bPrI6itW
tweet
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Librarian Capital
Now on Spaces, Elon Musk saying Trump will win PA
"America PAC" saying Trump will win all battleground states and flip previously blue states
This is NOT what the data is showing
Vote! https://t.co/f3VA7FWkk5
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Now on Spaces, Elon Musk saying Trump will win PA
"America PAC" saying Trump will win all battleground states and flip previously blue states
This is NOT what the data is showing
Vote! https://t.co/f3VA7FWkk5
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Quiver Quantitative
RT @PelosiTracker_: This is how you play both sides
Last week Quiver launched two new portfolios tracking which companies' employees donated the most to Trump or Kamala campaigns
Palantir $PLTR was in both
Their CEO donated ~$1.1M
Their senior advisors donated ~$2.3M
The stock is up 22% today https://t.co/lfgeXpoCDD
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RT @PelosiTracker_: This is how you play both sides
Last week Quiver launched two new portfolios tracking which companies' employees donated the most to Trump or Kamala campaigns
Palantir $PLTR was in both
Their CEO donated ~$1.1M
Their senior advisors donated ~$2.3M
The stock is up 22% today https://t.co/lfgeXpoCDD
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Librarian Capital
This American spent 15 hours on a flight to get back to Montgomery County, PA, to vote for Harris/Walz
She's doing her part - have you done yours?
Vote!
Source: NY Times; h/t Jason Linkins https://t.co/gtghz5bZ5J
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This American spent 15 hours on a flight to get back to Montgomery County, PA, to vote for Harris/Walz
She's doing her part - have you done yours?
Vote!
Source: NY Times; h/t Jason Linkins https://t.co/gtghz5bZ5J
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Quiver Quantitative
We just rolled out "Trump Donors" and "Kamala Donors" portfolios on Autopilot.
Here's how some of the companies did today:
TRUMP
$DJT: -1%
$TSLA: +3%
$PLTR: +23%
$HD: +1%
$SCHW: +1%
KAMALA
$NFLX: +1%
$GOOG: +0%
$MSFT: +1%
$AAPL: +1%
$PLTR: +23% https://t.co/Wz5ZmVAR4d
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We just rolled out "Trump Donors" and "Kamala Donors" portfolios on Autopilot.
Here's how some of the companies did today:
TRUMP
$DJT: -1%
$TSLA: +3%
$PLTR: +23%
$HD: +1%
$SCHW: +1%
KAMALA
$NFLX: +1%
$GOOG: +0%
$MSFT: +1%
$AAPL: +1%
$PLTR: +23% https://t.co/Wz5ZmVAR4d
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Librarian Capital
Please, please vote to defeat Trump so we can go back to being an investment-content account https://t.co/uTuzGVYUdf
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Please, please vote to defeat Trump so we can go back to being an investment-content account https://t.co/uTuzGVYUdf
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Librarian Capital
No, deficit is not simply "spending tomorrow's money"
You can't think of the economy like you do a household
Deficit is also a result of unsustainable distribution
Average person is not being paid enough
Government not collecting enough taxes
Deficit spending is filling the gap https://t.co/imA9TqHSoF
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No, deficit is not simply "spending tomorrow's money"
You can't think of the economy like you do a household
Deficit is also a result of unsustainable distribution
Average person is not being paid enough
Government not collecting enough taxes
Deficit spending is filling the gap https://t.co/imA9TqHSoF
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Hidden Value Gems
Congrats to all who voted for Trump! Let’s hope it will be the repeat of 2016-2019, for markets at least 🚀
PS: i am definitely too far from politics, happy for the French Whale 😀
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Congrats to all who voted for Trump! Let’s hope it will be the repeat of 2016-2019, for markets at least 🚀
PS: i am definitely too far from politics, happy for the French Whale 😀
I am far away from US politics but I still cannot understand why the market is taking Trump win for granted.
Seems like a consensus view now but it is far from obvious to me 🤷🏻♂️ tweet
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Stock Analysis Compilation
Harding Loevner on ASML $ASML NA
Thesis: While ASML’s technology remains dominant, surging valuations and signs of a semiconductor slowdown prompted us to exit and seek better growth opportunities.
(Extract from their Q3 letter) https://t.co/US4gwFGbxp
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Harding Loevner on ASML $ASML NA
Thesis: While ASML’s technology remains dominant, surging valuations and signs of a semiconductor slowdown prompted us to exit and seek better growth opportunities.
(Extract from their Q3 letter) https://t.co/US4gwFGbxp
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