Here to learn + share perspectives. Portfolio Mgmt/Not Trader. Financial markets humble everyone eventually. Rarely on here But chatty whenever here.
Navigating The Blather-sphere
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BREAKING REPORT: @CNN had 41 MINUTES of Kamala Harris' and Tim Walz's joint interview and only released 18 minutes.
One of the edited segments is reportedly about the Green New Deal and fracking.
Only one way for us to know: RELEASE the unedited video and the FULL TRANSCRIPT!
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Kamala Harris and Tim Walz tag teaming their interview
#BREAKING: Kamala Harris and Tim Walz to give first joint interview to CNN trib.al/qWdaehp
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$NVDA setting up for a big dump this afternoon, right?
do you agree?
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$NVDA headed sub100 Oct/Nov. Today's AI = All-Hat-No-Cattle Pump. Today's AI = statistical analysis rebranded by Hucksters 4Sale2 math-dummy C-Suite Suckers. By 2028, AI gets more real, but not yet.
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$BABA closed above $80 first time since May 28.
We get a blockbuster earnings next week and it will anchor above $90.
I wish Charlie Munger could see the ship finally turning…
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This is an absurd claim
JPMorgan Says Three Quarters of Global Carry Trades Now Unwound bloomberg.com/news/articles/…
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Beyond Absurd. No way $20Tn unwinds "fast" barring asteroid hurtling towards Earth. "Shocked" that $JPM pumping their book so that the House wins.
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Pick Your Spot2Fade $QQQ $SPY Bull Trap.
Hope $QQQ rises to 460 for My Fade.
Respect Season (see 2023 below) + Fundamentals
-or- Risk Mashed Potato Portfolio
Tide going out, poor time to surf $NDX $SPY. Market hopes rely on $NVDA + Jackson Hole. Good news fully priced in >> Any bad news means lookout below.
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As clarification. I am an independent voter. I think both GOP and Dem candidates are terrible.
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I`m British and I love Trump. One of the very few politicians who actually tells it like it is. He has his faults with the truth like the rest of them.
Remind me of how many wars the US were in during his tenure?
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Like 1990s Russia, Oligarchs/Oligopolies w DNC/GOP machines revolving around $. Many in rest-of-world prefer Trump Peace Dividend (Abraham Accords etc). Plus OBiden blew up Nordstream. With Allies like OBiden, who needs enemies? Few in USA appreciate implications there.
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🏈Risk Mgmt #1 Factor in Volatile Markets
$BABA waiting/watching
$FXI trend slowly bottoming/improving
Prefer2Wait4 Catalyst / Lower Risk Entry
🏈Game Strategy in High Volatility =
LowRisk w HigherPrice > HighRisk w Lower price
$BABA will generate $191 billion revenue in 2028 even if you assume just 10% annual revenue growth.
This is more than its current market cap. You are basically paying nothing for its 2029 revenue.
P/B is getting close to 1.
It’s the cheapest big-tech stock.
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