To The Moon

The blockchain and stablecoins are going to disrupt finance. And Stripe just put down a $1.1 billion bet on how they think the industry will play out.I’ve been bullish on the blockchain for years, but we’ve been in an exploratory phase of what exactly blockchain disruption means. Will payments go to the blockchain? Are loyalty programs moving to the blockchain? Will real-world assets be on the blockchain? Are NFTs a thing?The future isn’t in focus yet, but it certainly seems bright, and arguably the biggest name in payments made a $1.1 billion deal this week to become a leader in stablecoin payments.I followed that up last month with this piece on stablecoin growth and $19.9 trillion in stablecoin transactions over the past 12 months, according to $Visa(

1.8% dividend yield.Secular tailwind from municipal underspending and defense rearmament.Revenue forecasted to grow 10.8% in 2024, driven by increased demand in the vocational segment.Expanding access business into Europe, trying to get ahead of tariffs.Investment Thesis $Oshkosh(OSK)$ is an American manufacturer of heavy equipment, primarily targeting municipal and military customers. Despite the loss of the JLTV contract (Joint Light Tactical Vehicle), OSK has a strong backlog originating from a major win from the USPS (US Postal Service), renewed municipal spending, and expansion into Europe.Oshkosh has a 1.8% dividend yield and a growing free cash profile which we expect to accelerate as startup costs from major contracts roll off going into la

As global inflation heats up, many ETF investors are turning to gold, silver, and Bitcoin, hoping these “hard assets” will shield them from rising prices. With uncertainty building ahead of the U.S. elections, demand for safe-haven assets has spiked, pushing up inflows to ETFs focused on gold, silver, and Bitcoin.Precious Metals ETFs Surge: Gold and Silver Attract Strong InflowsOver the past month, precious metals ETFs saw inflows of $3.5 billion, covering nearly all net inflows for these ETFs this year. Gold’s price recently reached $2,750 per ounce, and silver jumped to $35 per ounce, marking a 12-year high. The SPDR Gold Trust (GLD) has risen 31% this year, and the iShares Silver Trust (SLV) is up 41%. These ETFs are surging not only due to price increases but also due to investor conce

$Meta Platforms, Inc.(META)$ is also set to report on Wednesday October 30, 2024, with the focus on election ad spending and whether the company can turn its Reality Labs investments (the Metaverse) into something tangible. While its core social media business (Instagram and Facebook) is likely to remain solid, any surprises in ad spending forecasts will drive the stock. Key Focus Points: How strong is ad spending momentum heading into the 2024 election? Will Reality Labs expenses shrink, allowing for margin expansion? Can Reels (Instagram’s short video feature) successfully compete with TikTok? I have high conviction in Meta Platforms (META), particularly due to the dual tailwinds of election ad spending and improving operational efficiency. I be

Big-Tech’s PerformanceThis week, the broad market consolidated at a high level, due to the rising expectations of Trump's election, the dollar is strong again, and the U.S. bonds downward. 30-year U.S. bond yields once again rose to above 4.5%.But at the same time, the general market did not therefore under pressure, which Trump concept of industries and sectors once led.Tesla, which announced its earnings this week, was a snowball, exceeding expectations on a number of key indicators such as profit margins, and giving investors hope again on new car expectations, soaring more than 20% on the day, the best in 11 years.With major big tech companies reporting earnings next week, analysts' focus is sure to include Apple's iPhone 16 sales and commercialisation expectations for AI, MSFT/GOOGL/A

In recent weeks, the market has been buzzing about the extraordinary rally of $Trump Media & Technology(DJT)$, which has surged more than 100% for MTD October. With the political spotlight shifting toward the 2024 US Presidential Election, investors and traders are speculating that this rally might be fuelled by the increasing odds of Donald J. Trump winning the election. I want to take a step back, evaluate the situation logically, and think about how a trader like myself would position around such events. Politics and markets are often intertwined, but the moves they create are rarely as straightforward as they appear on the surface. Here’s how I break it down. 1. The Relationship Between Politics and Asset Prices The price action around poli