Offshore
EndGame Macro 🇲🇽 Mexico’s Factory Engine Is Flashing a Warning When you look at this chart, you’re not just seeing a bad month. You’re seeing a decade long arc where Mexico’s manufacturing base quietly shifted from steady expansion to something much more…
ther neighbor is also getting pummeled by tariffs - Mexican manufacturing sector contracts for 3rd month in a row w/ jobs, sales, new orders, production, exports, and optimism all declining in Nov while price pressures rose; really no good news in the report... https://t.co/o527iKAZUv - E.J. Antoni, Ph.D. tweet
Offshore
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WealthyReadings
Two predictions I’ll put money on.
1️⃣ $BTC will bottom sooner rather than later.
2️⃣ $MSTR will be the best performing asset in the next 6 months.
You don’t need 20 trades to make a year.
You just need one well-timed conviction play.
This will be mine.
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Two predictions I’ll put money on.
1️⃣ $BTC will bottom sooner rather than later.
2️⃣ $MSTR will be the best performing asset in the next 6 months.
You don’t need 20 trades to make a year.
You just need one well-timed conviction play.
This will be mine.
$MSTR is down 68% from its ATH. Not putting this name on your watchlist is literally saying no to money.
Social media will keep screaming about bankruptcy while not understanding its debt structure. The reality is that:
🔹Trades below 1x NAV
🔹No notes mature until 2028
🔹Conversion price for the nearest debt is $183
The noise will stay loud. But anyone who spends more than 5min studying this name will see it has the potential to outperform $BTC in returns, sooner rather than later.
It isn’t time yet. But again, not putting it on our watchlist is like aying no to money. tweet
Offshore
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Fiscal.ai
A DoorDash board member just purchased $100 million worth of shares in the open market.
$DASH https://t.co/bU2BJBBdSk
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A DoorDash board member just purchased $100 million worth of shares in the open market.
$DASH https://t.co/bU2BJBBdSk
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WealthyReadings
Too many people buy stocks simply because they think the company is great.
But every single buy should come with the answer to one very simple question: Why would that stock go up?
One of the most common answer is "because it’s cheap". Buying a stock because it's "cheap" is certainly one of the biggest source of underperformance in the markets.
If you do not have an answer and form a clear thesis, then there’s no reason to be buying that stock at that moment. Your liquidity is always better elsewhere.
Liking a company or following a great business does not mean it will end up being a great investment.
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Too many people buy stocks simply because they think the company is great.
But every single buy should come with the answer to one very simple question: Why would that stock go up?
One of the most common answer is "because it’s cheap". Buying a stock because it's "cheap" is certainly one of the biggest source of underperformance in the markets.
If you do not have an answer and form a clear thesis, then there’s no reason to be buying that stock at that moment. Your liquidity is always better elsewhere.
Liking a company or following a great business does not mean it will end up being a great investment.
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Offshore
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Fiscal.ai
RT @BradoCapital: Did you know if you click this button you see our Changelog?
We're sprinting HARD rest of year expect a lot of great stuff being added every few days. https://t.co/GohLfC1IbQ
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RT @BradoCapital: Did you know if you click this button you see our Changelog?
We're sprinting HARD rest of year expect a lot of great stuff being added every few days. https://t.co/GohLfC1IbQ
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Offshore
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Quiver Quantitative
We've been reporting on Representative Tim Moore's recent purchases of Intel stock.
Moore sits on the House Subcommittee on AI.
$INTC has now risen 121% since his August 1st purchase. https://t.co/0kXDNgwBZp
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We've been reporting on Representative Tim Moore's recent purchases of Intel stock.
Moore sits on the House Subcommittee on AI.
$INTC has now risen 121% since his August 1st purchase. https://t.co/0kXDNgwBZp
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Offshore
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memenodes
https://t.co/Xnk9g4o8EE
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https://t.co/Xnk9g4o8EE
[ DOOMER ]
S&P APPROVES STRATEGY’S APPLICATION, $MSTR TO JOIN S&P 500 ON JANUARY 1, 2026 tweet
Wasteland Capital
$AAPL at new All Time High today.
Is it because the Vision Pro has been an huge success? No.
Is it because of the incredible power of Apple Intelligence? Also no.
No capex, no AI, no problems.
Release the same phone every year, just 5% better.
Do nothing else.
Win. 🤷♂️
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$AAPL at new All Time High today.
Is it because the Vision Pro has been an huge success? No.
Is it because of the incredible power of Apple Intelligence? Also no.
No capex, no AI, no problems.
Release the same phone every year, just 5% better.
Do nothing else.
Win. 🤷♂️
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