Jacob X

Long-term investor. Made in Japan🍙, living in Australia 🦘

    • Jacob XJacob X
      ·11-21
      $Qualcomm(QCOM)$  Connecting the Future Beyond Smartphones, at an attractive valuation after the recent sell-off in semiconductors Qualcomm (NASDAQ: QCOM) is best known for its leadership in the smartphone market, where it powers approximately 30% of global devices, including flagship models from Samsung, Xiaomi, and OnePlus. However, as smartphone growth stabilizes, Qualcomm’s diversification into other high-growth sectors paints an exciting picture for its future. --- 1. Automotive Evolution Qualcomm is revolutionizing the automotive industry, working with giants like General Motors, Hyundai, and BMW. Its Snapdragon Digital Chassis powers cutting-edge features like autonomous driving, connected infotainment, a
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    • Jacob XJacob X
      ·11-18
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    • Jacob XJacob X
      ·11-09
      Long-term outlook:  Bull Case for Japan, Canada, and Israel in a Post-Tariff World, during a US-centred disinflation + rate cuts $iShares MSCI Japan ETF(EWJ)$   $iShares MSCI Canada ETF(EWC)$  $iShares MSCI Israel ETF(EIS)$   If the U.S. were to enact steep tariffs—10-20% for most countries and 60% for China—it would radically reshape global trade dynamics, creating a unique bull case for markets in Japan, Canada, and Israel. Here’s why these countries could benefit the most: Japan 🇯🇵 With high tariffs on China, Japan would become an attractive alternative supplier for the U.S. and global markets, especially in tech
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    • Jacob XJacob X
      ·11-09
      2025 outlook for the stock market, in light of Trump's re-election coupled with continued disinflation and rate-cutting cycle: Buy $Invesco QQQ(QQQ)$   Buy$iShares Russell 2000 ETF(IWM)$   Buy $Consumer Discretionary Select Sector SPDR Fund(XLY)$   --- When the economic outlook flips from expectations of recession and high inflation to unexpected growth with stable or lower inflation, the assets that perform well are typically those more sensitive to economic growth, lower interest rates, and less inflationary pressure. Here are some of the likely winners in that scenario: 1. Grow
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    • Jacob XJacob X
      ·10-22
      Great article, would you like to share it?

      Forget Apple and Nvidia. An Anti-Mag 7 ETF Starts Trading Today

      Sometimes it seems like all anyone can talk about when it comes to the stock market is the Magnificent Seven, those megacap tech firms that have been leading the indexes ever higher over the past several years. Of course, there are hundreds of other stocks in the S&P 500 not named Alphabet, Apple, Amazon.com, Meta Platforms, Microsoft, Nvidia, and Tesla -- and lately, some of them have been rocking it, too.In fact, only two of the top 20 performing stocks in the S&P 500 this year -- Nvidia and Meta -- are members of the Mag Seven cohort. Vistra, up some 240%, is the #1 performer. . "The idea came from talking to a lot of clients," Jablonski says. "They called us and said, 'You know, I have so much concentration in these stocks across various funds, ETFs, and with the Mag Seven stocks themselves in my portfolio. I'm worried about diversification. How do I get that?' Which got us thinking." She says XMAG is a way to "hedge and put new dollars to work in a way that diversifies your port
      Forget Apple and Nvidia. An Anti-Mag 7 ETF Starts Trading Today
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    • Jacob XJacob X
      ·10-12
      Great article, would you like to share it?

      Buffett's Bold Yen Bond Move: Investing Opportunities in Japan's Market Surge

      @Tiger V
      Overview of Global Markets Global markets are currently in a state of flux as investors watch closely for economic cues. Recent actions by Warren Buffett's Berkshire Hathaway in Japan have reignited investor interest in Japanese assets, particularly as the issuance of a ¥2.818 trillion bond hints at potential expansion in Japanese equities. The broader market is reacting with cautious optimism as key developments from Japan’s economy intersect with stable U.S. and European markets. Meanwhile, in Japan, the spotlight is on the Bank of Japan’s (BoJ) evolving monetary policy, which could have significant implications for investment strategies. Japan: Debt Issuance and Equity Potential Buffett’s issuance of a multi-tranche yen bond, ranging from 3 to 30 years, is one of the largest since 2019.
      Buffett's Bold Yen Bond Move: Investing Opportunities in Japan's Market Surge
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    • Jacob XJacob X
      ·10-01
      One of the strongest sectors at the moment $Consumer Discretionary Select Sector SPDR Fund(XLY)$  
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    • Jacob XJacob X
      ·10-01
      One of the top performing countries YTD that no one seems to be talking about. ✨  $iShares MSCI South Africa ETF(EZA)$  
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    • Jacob XJacob X
      ·09-30
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    • Jacob XJacob X
      ·09-30
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