AP Analytics Capital Management Research @ap_analytics_cm
ap-analytics-cm.com Maryland, USA Joined November 2024-
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to show you how hard it is to get a drug FDA approved, i am making this checklist/flow chart. so far i'm at 40 different 'gates' you have to get through. it's not easy. most drugs don't work. be careful.
I just released the September Macro Memo discussing our view of the economy, where the risks and catalysts are and (as always) some trades. We’ve also got an idea about how Bessent is going to target mortgage rates that’s a little spicy…
Golds been such a great hedge against currency debasement + geopolitical fissures. Unsurprising to see the next leg takeoff here with Modi/Putin/Xi pivoting away from USTs. US retail still relatively unexposed to gold as well so plenty of room to run as we first called out in 24’
Golds been such a great hedge against currency debasement + geopolitical fissures. Unsurprising to see the next leg takeoff here with Modi/Putin/Xi pivoting away from USTs. US retail still relatively unexposed to gold as well so plenty of room to run as we first called out in 24’
Tariff ruling against Trump affirmed by US appeals court
Gold going for all time highs.
Tom Lee made his market open debut today on the show and we discussed a variety of topics including Ethereum & Bitmine: - Why $ETH could be the biggest macro trade of the next decade - How $BMNR is growing the NAV & ETH per share at an accelerated pace - Ethereum end of…
Trump wants to fire Fed governor Lisa Cook, but there's a lot more to his takeover plan. @qthomp breaks down how Trump could soon control a majority of the Fed’s voting power ↓
🚨 President Donald J. Trump relieves Federal Reserve Governor Lisa Cook of her position
10y yield telling you that fed cutting here is not a policy mistake. Historic rule of thumb is that every 25 bp FFR cut lowers: -2y by 17 bps -10y by 10 bps -7 bp bull steepener Curve is normal now and this move is almost exactly what you would expect imo.
Next question: 25 or 50bps. Answer on Sept 9 when the BLS publishes annual jobs revision. Later today we will show why the case for 50bps is very high
Let em cook🎙️💸 @fundstrat @fs_insight @Downtown @michaelbatnick
OPEN AI CEO: WE WILL LOOK AT GOING PUBLIC AT SOME POINT IN THE FUTURE
NEWS: xAI says it's investing upwards of $40 billion at its Colossus site to train Grok. They are using 208 @Tesla Megapacks (worth ~$190M) to help power its Colossus 1 supercomputer, with even more planned for Colossus 2. They're building a 500-acre solar farm near the site.…
New podcast episode: @dylan522p's hot takes on NVIDIA, OpenAI, Intel, Meta, Apple, and more. (1:11) Reactions to GPT-5 (7:34) The Economics of AI (12:30) Advice for Sam Altman (14:18) NVIDIA’s Growth (21:27) Threats to NVIDIA (26:09) The Silicon Startup Boom (45:28) Data…
August Report -Jackson Hole preview -Notable 13F disclosures -Updated positioning ap-analytics-cm.com/reports.html
Druckenmiller files his Q2 13F with new bets on $MSFT $SE $NU $ENTG $IWM calls Top 5 Positions: 1. $NTRA, 12.80% 2. $TEVA, 6.67% 3. $INSM, 5.57% 4. $WWD, 5.11% 5. $TSM, 4.26% -Top Buys: $ENTG $MSFT $INSM $WBD $IWM calls -Top Sales: $CPNG $COHR $WWD $DAL calls $NTRA -Top New…
Coatue Management files its Q2 13F with $CRWV as its #1 position and new stakes in $TTD $ENPH Top 5 Positions: 1. $CRWV, 8.08% 2. $META, 7.57% 3. $AMZN, 6.21% 4. $GEV, 5.54% 5. $MSFT, 5.45% -Top Buys: $ORCL $ARM…
David Tepper files his Q2 13F with big buys in $UNH $NVDA $INTC, trims China exposure Top 5 Positions: 1. $BABA, 12.43% 2. $UNH, 11.85% 3. $AMZN, 9.19% 4. $VST, 5.41% 5. $NRG, 4.93% -Top Buys: $UNH $NVDA $INTC $TSM $RTX -Top Sales: $SPYX puts $PDD $BABA $AAPL puts -Top New…
Warren Buffett files his Q2 13F with new positions in $UNH $NUE $LEN $DHI $LAMR $ALLE Top 5 Positions, 41 total: 1. $AAPL, 22.31% 2. $AXP, 18.78% 3. $BAC, 11.12% 4. $KO, 10.99% 5. $CVX, 6.79% -Top New Positions: $UNH $NUE $LEN $DHI $LAMR -Top Buys: $UNH $NUE $LEN $POOL $CVX…
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