Monetive Wealth
@MonetiveWealth
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Investments driven by macros, sector rotation & institutional flows for outsize returns with manageable risk. Contributor at https://t.co/kox7QEkuSC. #WhistlePodu
Joined October 2021
@bclund Also need to do something about Congress 2 yr term. They never get out of campaign mode into work mode. Either make it longer or make it 1 term limit
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RT @sentdefender: According to Israeli Media Sources, several Reserve Brigades of the Israel Defense Force will soon be Released from Activ…
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@paulcerro Most job postings are stale and rarely get taken down. A chunk of them are just posted to fulfil HR requirements based on local laws, while a hiring decision has already been made. JOLTS overstates the strength of the labor market.
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RT @DanielTNiles: $GOOGL reports Tuesday, Wednesday is $META and $MSFT and Thursday is $AMZN and $AAPL. The ordering of reports I think is…
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@S_T_R_1004 @AI_Feb21 I like it. I still firmly believe that NatGas will provide most of the additional power for Data centers, while Nuclear projects slowly trickle in. I am bullish for next decade but wading in slowly
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@zippytop71 @RealJimChanos Tacking on more orders to a decade long backlog is not exactly that meaningful
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@RealJimChanos When the only 2 OEM customers are missing delivery numbers and GE scales new high at sector highest multiples...something is wrong with the picture. Partly the MRO demand is making up some. Still nothing explains current valuation
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@techfund1 It certainly sounds very bullish for $NVDA....assuming the capex is sustainable for cloud providers..which is contingent on payback from current spend starting to scale dramatically...lots of suppositions for now. Let's see how the data shows up
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@amitisinvesting Raising money is the easy part. She has a brand name and the VCs reek of desperation.
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RT @sandumaiamd: The people of Moldova have spoken: our EU future will now be anchored in the constitution. We fought fairly in an unfair f…
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RT @carlquintanilla: FUNDSTRAT: “.. core inflation has fallen like a rock from 7% 3Q22 to 3% 3Q24 .. yet revenue growth has held steady ..…
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