If you put any faith in classical supply and demand curves, you have to be at least somewhat concerned that a massive $7.6 trillion in Treasury debt matures in 2024 and must be refunded (rolled over). Let's toss into the mix another $3 trillion in new debt issuance. These trends are not sustainable. Prepare for something unpleasant in 2024. This recent bounce in TLT might be purely technical without strong fundamentals. What happens to TLT if the US dollar crashes in the fx markets? The world at large clearly grasps that our obscene debt must be monetized. It can never be paid down by taxes or economic growth alone.$TLT$ Bearish
I thought I’d add I still haven’t sold ANY so far I bought 10 different times in total on the way down currently up about 6% here my price target to sell only a few high lots is 78.50 I will be holding the rest going long into 2024 with it good luck!!!!$BABA$ Bullish
Meta did what we all anticipated...Drive Revenue! Meta continues to be a growth company that will keep creating new products while driving user growth globally. I see this momentum to carry into the Fall and hopefully into 2024 should macros remain stable. Overall, it was a very good report!$META$ Bullish
Here is something for serious investors. Paypal had great earnings, increased guidance and yet some people want to only talk about margin pressure while ignoring the positive. How can a company be doing so well and at the same time some want you to believe they are falling apart?Look into the business segments of Paypal and what each is doing. Some parts of Paypal are in higher growth phases and have less margins while others have matured and have higher margins. Trying to equate margin pressure on some of the company to the whole company is disingenuous. This is why when you look at Paypal in totality the slight margin decrease does not sync up with the improved earnings and guidance overall. Have a great weekend.$PYPL$ Bullish看多
I’ve been investing for quite some time, and have used your approach and several others. The ones which work best are, 1) buy quantity stocks and hold, then buy more when others sell, 2) find ppl who are great at doing this and hop on board, like buying BRK or Magellan Fund when Lynch was running it, and 3) the best method: buy index funds, esp S&P500 and NASDAQ then go and enjoy life. I admit that I still like to pick ‘em, but if I’m honest, doing that is for fun, and all it does is hurt my long term returns. I started with S&P500 before AMZN started, so, of course, I missed the beginning of it, but the nature of indexing means that companies like AMZN get added and eventually earn a bigger portion of the fund.AMZN still has hungry leadership and deserves a presence in your portfo
$Grab Holdings(GRAB)$How do you create a taxi business with a 12 billion market cap? Well, you start with a 40 billion market cap and 9 billion in VC and IPO funds, then lose 200 million every month, until the money is gone.
$Bright Minds Biosciences Inc(DRUG)$Bright minds Biosciences Inc (DRUG) has just unveiled a new phase I drug known as BMB-101 for Dravet Syndrome..now is the time to buy. Let's take the opportunity to buy before all investors know the news.
9 NEW INSTITUTIONAL Investors Today AUG 25 th as per Fintel. One for Over 2 MILLION FFIE Shares.. 2 for Over 400,000 FFIE Shares. Joining These WEALTH Creating Investors..$$..??$Faraday Future Intelligent Electric Inc.(FFIE)$
$GameStop(GME)$ Can anyone count outGameStop(NYSE:GME) at this point? It usually only takes a faint whisper to send GME stock rising or falling.The stock continues to experience regular highs and lows depending on news related to the video game retailer. Over the past 52 weeks, the stock has been as high as $63.92 and as low as $19.40 per share. And that price factors in a 4-for-1 stock split that took place on July 21.While analysts continue to write off GME stock and have anaverage targeton the shares of $17.50, representing 46% downside from the current share price of $31.66, many retail investors remain faithful to the original meme stock.GME stock fell most recently,declining in sympathywith BBBY stock. The fact that Cohen is the chairman of Game
$Bed Bath & Beyond(BBBY)$If BBBY could make some money, it would be worth far more than its present $1.1 billion. It did $7.3 billion in business last year. Even its “disastrous” May quarter saw revenue of$1.46 billion.The trouble is it lost $358 million, or $4.49 per share, on those May quarter sales, leading to reportssuppliers might halt product shipments. A newloan deal eased those worries, but only temporarily.The retailer’s earlier plans, based on private labels and a more “curated” selection under former CEO Mark Tritton, have been abandoned. But how will BBBY raise cash, bring shoppers back, and solve itssupply chain woes? Will it sell Buy Buy Baby, a successful baby products chain Cohenwanted it to dump? Buy Buy Baby may not b