Jabroni8 @JCee8889

This man achieved 921% returns while the market made 117%. He retired at 45 after making investors $2 billion. Yet you've probably never heard of him because he refused every interview and turned away new money. Here's Nick Sleep's secret to finding 100-baggers:🧵

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This is the definition of broken: In 15 days, the Fed will cut rates for the first time in 2025, yet the 30Y Treasury Yield is now near 5.00%. We have RISING interest rates as markets "price-in" Fed interest rate CUTS. Do you realize what's happening? (a thread)

The UK's bond market is collapsing: Today, the yield on a 30Y Bond in the UK rose to 5.64%, its highest level since 1998. Yields in the UK are now 15 TIMES higher than they were at the 2020 low, just 5 years ago. What is happening? Let us explain. (a thread)

🚨 The Fed just dropped new capital rules for big banks. They dictate how much of their own money must stay locked before payouts. It sounds technical but it affects lending, profits, and whether 2008 repeats. (a thread)

Looks like $UNH is finally breaking the downtrend. - They are bidding up for 2026. - Warren Buffett bought the stock. - They are exiting unprofitable markets. Management is guiding for 10-15% annual EPS growth in the long term. The stock is trading at 13 P/E. Long $UNH.

If you simply buy these 7 stocks on dips and ignore the noise you will create generational wealth over the next few months… 1. $OSCR 2. $HIMS 3. $UNH 4. $TSLA 5. $ZETA 6. $LMND 7. $RKLB Don’t miss out on these generational opportunities!!

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I turned $2K into $250,000+ in 2 months with one simple strategy On September 2nd I’m going to restart and let everyone follow my exact trades Like + Comment “SPX” and I’ll send you access (must be following to DM)

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Market Crash Indicator 30y:2y (August Final Print): This indicator, which measures the spread between the 30y & 2yr treasuries, has called the biggest crashes of the last 30 years every time it fired off...And it just fired off this afternoon...The final August monthly print for…

Why is Trump firing Lisa Cook? It may be bigger than you think. A little-known fact is that all twelve Federal Reserve District Bank presidents serve five-year terms. They end in February of years ending in “1” and “6.” So, February 2021, February 2026, February 2031, and so on.…

zerohedge @zerohedge

2 weeks ago

Why is Trump firing Lisa Cook? It may be bigger than you think. A little-known fact is that all twelve Federal Reserve District Bank presidents serve five-year terms. They end in February of years ending in “1” and “6.” So, February 2021, February 2026, February 2031, and so on.…

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If I had $1M, here is how I would invest it so I never have to work again! $NU $200K $DLO $125K $SOFI $125K $GRAB $125K $OSCR $125K $GOOGL $100K $AMZN $100K $META $100K Here is why 🧵👇

BoA on CTAs in US equities: “Trend follower equity positioning was little changed this week with our model indicating that CTAs are still stretched long S&P 500 and NASDAQ-100. Positioning will continue to move inversely to changes in volatility. Russell 2000 longs are smaller…

In terms of the Fed, there should be a number of speakers (although they will also likely be taking advantage of the vacation calendar), but after Powell, we’re mostly just marking time until the August NFP report Sept 5th. On the calendar currently are Gov Waller and regional…

Massive jobs data revisions are coming: On September 9th, the BLS will release its preliminary benchmark revision to nonfarm payrolls for April 2024 through March 2025. Goldman Sachs estimates the revision could cut reported payrolls by 550,000 to 950,000 jobs. This implies…

BoA's cheat sheets for the week.

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Neil Sethi @neilksethi

3 weeks ago

BoA's cheat sheets for the week. https://t.co/MANlneJdYy

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If you’re a fan of hearing from the Fed, next week is your week as they’ll all be at the Jackson Hole symposium Aug 21-23rd, and you can bet every one of them will be interviewed at least once. The headline though will be Chair Powell giving an address on Friday at 10am (he’s not…

MS is expecting a hawkish Powell at Jackson Hole consistent with the thought that he'll want to keep optionality for a September pause: A Fed that would like to keep its options open and not get boxed into a rate cut in September by market pricing would lean against the wind in…

Neil Sethi @neilksethi

3 weeks ago

MS is expecting a hawkish Powell at Jackson Hole consistent with the thought that he'll want to keep optionality for a September pause: A Fed that would like to keep its options open and not get boxed into a rate cut in September by market pricing would lean against the wind in… https://t.co/QMhkOwR0EY

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Market Crash Indicator - LEI vs SPX: We`re currently living through the most disconnected period of divergence in generations between these two, with the Leading Economic Index dropping precipitously for the past 3.5 years while SPX has shrugged it off and risen to new ATH after…

Many of the most famous investors in the world including Warren Buffett, Bill Ackman and a bunch more updated their portfolios this week Here's what their largest holdings looked like as of the end of Q2 (A thread🧵⬇️) Warren Buffett and Berkshire Hathaway

Novo Nordisk or Eli Lilly? $NVO Dividend Yield 3.3% Payout 62% 5Y dividend CAGR 22% Revenue YoY 21% PE 14x Net Margin 36% Cash $3bn Total Debt $16bn $LLY Dividend Yield 0.9% Payout 33% 5Y dividend CAGR 15% Revenue YoY 37% PE 31x Net Margin 26% Cash $4bn Total Debt $40bn

NAMES TO WATCH AS AI DATA CENTERS HIT AN ENERGY BOTTLENECK • $TSLA -- Megapack lithium-ion batteries for utility-scale data center storage • $EOSE -- Zinc-based long-duration storage for grid stability • $CCJ -- Uranium supply for nuclear generation • $VRT -- Power…