Before you assume my political affiliation, this flag was flown AFTER Jan 6 as a signal of distress due to the division in our country. Unity for America 🇺🇸
Powell: “We’re committed to getting inflation sustainably under 2%”
The evidence is here for all to see, the Fed will NOT be cutting rates in September.
@kalshi
Put another $50 saying no on Fed rate cuts next month, since the markets don’t understand the Fed’s true intentions.
They are not aiming for 2% annual inflation this year, but rather a 2% long run average Core PCE which stands @ 2.2% since 2012 when this was first
@DecadeInvestor
2 problems:
1. The returns from the past 40 years have been largely due to the long-term debt cycle, increasing our debt-to-GDP ratio similar to how we did before WWII
2. The S&P 500 did not recover from the Great Depression starting 1929 until 1956, inflation adjusted
@CuriousPejjy
Stock market is forward looking. In 2020 they had prospective 50% CAGR on volume growth for vehicle sales, and it’s looking like it will stagnate for the next few years despite all their marketing efforts.
@4st8
The same guy that's giving rent rebates to seniors and jacking up housing costs for Millennials, who pay 45% of their income toward rent alone??
Yeah, I'm definitely not voting for him.
@gurgavin
The Fed is doing it intentionally to bring inflation to its knees, so when they do cut, it doesn’t go back up
They’re not going to stop at 2% inflation either, Powell explicitly said “we need to have inflation sustainably under 2%” in order to meet their long run average
@Sam_Rowe
@bindureddy
They're competing with Meta Quest for $500. 7X mark-up is way too high, even for Apple.
Maybe a 3X mark-up @ $1,500 and they would've gotten more sales.
@amitisinvesting
Who would've thought that money pouring out of mega caps that outperformed would go into small caps that underperformed...
It's almost as if everything reverts back to the mean at some point.
Life has been wild over the last 8 months since my last video update. I was a small, niche options YouTuber. By some stroke of luck, I made my way into private equity as an intern and now I'm quickly approaching associate status.
I'm proving my expertise by studying for the CFA
@TradingThomas3
He won’t signal it at Jackson Hole, he’ll keep pedaling the “data dependent” narrative, and when Core PCE comes in hot, so goes their shot at rate cuts
@amitisinvesting
You’re going to make people lose a lot of money buying into a stock near the top.
Semis are an extremely cyclical industry and when the recession finally kicks in, $NVDA is likely to drop 40%+
$MSFT Another beautiful example of how tech companies can use employee stock compensation and share buybacks to give Wall Street whatever EPS they wanna see.
$2.20 GAAP vs $2.32 non-GAAP vs $2.27 WS estimate.
@amitisinvesting
Gotta be careful selling options and picking the right stocks. You can sell a put on a dumpster fire and get stuck owning a dumpster fire that falls 80%+
It’s like selling insurance: Works most of the time but that one time it doesn’t it will end up costing you a lot.
@amitisinvesting
@VivekChirps
Robinhood will literally give you the worst fill for the time that the option opens. That’s how payment for order flow works.
This is a bad look, you don’t know enough about how this works and it honestly comes off as a shill.
I love trading spread options. Sure I won’t make $1,000,000 like I could selling calls/puts, but at least I get to keep my cash balance high.
High buying power is the key to surviving this treacherous market.
@RealJimChanos
Humanoid robots are a waste of time, they should be designed for the task at hand but humanoids garner more attention and thus more investment
@MarketWatch
You can get the same education for free, online. Most people don’t need a degree for their field unless they’re going into a specialty like medicine or law.
@RigelOrionBeta
@GordonWelch15
@unusual_whales
The Dems want to give to the rich equally, just different industries. GOP gets their money from oil, Dems get their $$$ from tech and pharma companies. Neither side is in it for the average person, only their own political agenda.
@patanjal
@lexfridman
You can always change your feed by following different people. “You are who you surround yourself with” applies to your digital space, too.
$AMD “beats” earnings again by not paying their employee real wages (employee stock compensation) and buying back shares of their stock with the profits they made the last 3 years.
Under the hood they’re barely profitable with a GAAP EPS of 0.01
Everyone is talking about 25bp or 50bp but not a mention of the $500B rolling off the Fed’s balance sheet.
My guess: They do 25bp and announce balance sheet reductions at an even quicker rate
@Stockz55
@elerianm
It isn’t helpful when they’re talking dovish one week and hawkish the next. If they would keep the same hawkish tone as September we wouldn’t have loosened financial conditions like we saw in January, and we wouldn’t see a pop higher for inflation.
@amitisinvesting
The stock only has to drop 9% to wipe out the $2,280 you collected in premium.
If you're going to talk about options, at least mention the risks so someone doesn't blow their account up on your advice.
@amitisinvesting
@apeuniverse_eth
If they were so broke they couldn't afford shoes, they wouldn't drop thousands per person on a cruise. The consumer who can afford to is choosing experiences > unnecessary items.
@daltybrewer
Both of their valuations are frothy, but Nvidia is supplying Tesla's chips. Granted, NVDA stock price has run up similar to the 2022 chip bubble due to short chip supply, but Tesla needs to start recognizing its FSD revenue to show some real earnings power.
@amitisinvesting
When I can ask Grok to do research without spewing misinformation, then it’s worth something. Generating images doesn’t create any tangible value.
@chuckgordon18
@POTUS
How many billions of dollars did tech companies make the last 2 years? Are we putting a windfall tax on that or just turning a blind eye?