Hassan J, CFA @Haspro_1
Full time M&A - Part time Trader | L/S & Opportunistic | My views, not my employer | CFC 🇺🇸🇱🇧 theinvestingclub.substack.com New York, USA Joined January 2011-
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Recession Watch – September 2025 Update open.substack.com/pub/theinvesti…
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$NVDA expects ~$54Bn revenue in Q3, that's up from previous estimates of ~$47Bn !
This was my $NVDA video back in May 2025 when the price was between 100-120 My thesis and numbers and targets explained, we do this every time - join the substack instagram.com/reel/DJh2VnpOm…
Palantir: The Stock Everyone’s Talking About — But Few Understand open.substack.com/pub/theinvesti…
Cool cpi and the market will price another cut + rally But it has to be a cool 0.1-0% not negative imo
Weekly Market Recap – Fed Holds, Market Adds a Cut, Tech Keeps Leading open.substack.com/pub/theinvesti…
We’re not in a hurry Policy stance is restrictive enough The labor market is still strong Inflation has cooled but still elevated above our target of 2% We’ll monitor data and make a decision based on indicators No changes to the SEP Just take the day off tomorrow
Yes go ahead, buy at ATH and 23x+ Forward PE Yes go ahead and short a bull market momentum There is no winner this week, so stay sharp
Everything you need to know about this week in less than a minute read: open.substack.com/pub/theinvesti…
Patience ES hit 23x forward PE today combined with another lows on DXY, soaring yields, no IV Boring summer or something brewing? We’ll find out but positioned for it
This week has the potential to set the tone for the next 3 months in the markets. Watch out
Im dying at Trump in the middle of the celebrations, the most powerful man in the world still loves putting in a show 🤣
EUR/USD 6% higher since that blog substack.com/@theinvestingc…
Yes im short No, im not short because of the US potential strikes Market is efficient, never trade on news
Must read - excellent
While the S&P has only traded above 20x 10% of the time over the last 120 years The current 23x is not unheard of, however, it only came in 1999, 2007 and 2021 Do with that information what you will
$AAPL - The Apple Trade -> it's down 20% still from ATH while other tech stocks have regained most of their losses -> read below open.substack.com/pub/theinvesti…
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