To The Moon

Views are my own. Broad macro thoughts. Not investment advice. Sadly I feel that the credit issues for the market are just getting started. Higher interest rates expose weak balance sheets. They are not the cause of weak balance sheets. Balance sheets that were built on air like FTX or built without interest rate hedges like SVB. These balance sheets were already built on weak foundations. Higher rates just exposed that. They were shown to be swimming naked. What concerns me is that if this many people are being shown to be this naked. Then how many more naked swimmers are out there? The whole thing is starting to look like a nudist beach. The market is starting to have the same concerns and this is where the next problem is. Uncertainty. Uncertainty leads to fear and that leads to a

Summarize Bilibili's revenue in the fourth quarter fell short of market expectations, but several key indicators of market concern are improving to varying degrees. In the fourth quarter, the gross profit margin further increased to 20.3%, the net loss narrowed to 29% year-on-year, DAU increased 29% to 92.8 million year-on-year, and MAU increased by 20% to 326 million year-on-year. The stock price of Bili also fell 8.22% before the market because its revenue was lower than market expectations, but it recovered and rose by 6.10% during the session. Cats think that friends who are optimistic about BILI may gradually build warehouses at low prices. Main body 1. What happened? On March 2, BILI (BILI) announced its fourth quarter financial report and annual financial report for 2022. After the

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Hi Aussie,In recent years, the demand for lithium has increased due to the growth of electric vehicle (EV) production and the expansion of renewable energy storage systems. As a result, many lithium mining and production companies have experienced significant growth in their stock prices.In the first quarter of 2023, some factors that could potentially impact lithium stocks include:1. EV demand: The demand for electric vehicles is expected to continue growing, which could increase the demand for lithium and positively impact lithium stocks.2. Government policies: Government policies and regulations can have a significant impact on the lithium industry. For example, policies that support the growth of renewable energy and EVs could be beneficial for lithium stocks.3. Global economic conditi

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SummaryApple's shares hit a new 52-week low on Tuesday.Nikkei Asia again warns of production cuts.Wa