Uncle $am @riceforthought
Multi-asset speculator. Economics and long term capital appreciation. CA Joined April 2013-
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Following1K
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Uncle $am retweeted
There are so many companies that run our world behind the scenes, and yet 99% of people have never even heard their name. I found one such company. Here's my deep dive on InterDigital ($IDCC)
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Congrats $GES
Short Interest % 🍋 $OPEN $GME $AMC
Uncle $am retweeted
Speculative hot take: I think this current admin is very good at testing things with leaks (bessent strategy in my opinion) & that if market keeps current reaction <> steepening of rate curve = We get WH statement denying plans to fire JPOW
Albertsons $ACI Calling out GLP-1 very strong and contributed to half of their Q1 pharmacy comp (+20%), in Q4 ACI’s pharmacy comp was +18% and had said “of course its contributing to our growth but not the sole increase we have” #ozempic #semaglutide #obesity #GLP1
$METC $METCB
Trump puts 35% tariff on Canada, eyes 15%-20% tariffs for others
Trump puts 35% tariff on Canada, eyes 15%-20% tariffs for others https://t.co/m8COjwICHz
Uncle $am retweeted
Jamie Dimon dropping bombs
Effective Tariff Rate TBD. Korea and Japan subject to baseline 25% tariff as of Aug 1. Europe may be excused from Aug 1 tariffs(?) #tariff #section232
I sold this upgrade - too uncertain for myself.
I sold this upgrade - too uncertain for myself.
Cramer is a BEAR on DigitalBridge $DBRG youtu.be/sFH8WrLLX-g?t=…
honey wake up, macro tourists on X try to time yields again $TUA $Z_N $Z_T
Little update on #Li Lithium prices since I know this price is a little difficult to track #palladium #platinum #Lithium
The rest of this report is way more telling. Follow me for more updates like this: Retail activity picked up further, with net buying of $8.4B in cash equities, +0.9z above past 1Y avg. June 30th saw a sharp spike in demand, with daily net buying exceeding $3B.
The rest of this report is way more telling. Follow me for more updates like this: Retail activity picked up further, with net buying of $8.4B in cash equities, +0.9z above past 1Y avg. June 30th saw a sharp spike in demand, with daily net buying exceeding $3B. https://t.co/wAaQrtwrtg
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