M.Feeney
@MFValue1trying to go to bed a little wiser than I was when I woke up
Similar User
@LuckyLimeCap
@Michaelbkaspar
@VAIBHAVBOHRA25
@Archerfish14
In Feb'23, I called for a year-end $SPX target of 5,000. Outrageous at a time when most people only saw downside. I think it's time for a big call again: 5,000 by Christmas 2025. Same number, opposite implications. Here are 9 reasons why. 🧵 x.com/fallacyalarm/s…
On Friday, the $SPX closed at 4,090. Can it run to 5,000 by Christmas? If I was a Wall Street Strategist, this call would put me in the top spot by miles, even higher than @fundstrat! Here is my case based on earnings, multiples and sentiment. 🧵 twitter.com/fundstrat/stat…
According to Li Lu, not everyone is naturally wired to be an investor. The traits he feels the great ones have: • Independent • Objective • Unemotional • Decisive • Patient • Intensely interested in business
i can’t stop thinking about this Nietzsche quote
Wild! China and Saudi Arabia setting up a parallel USD sovereign debt market not contolled by the Fed or US government. Returning serve to President Trump.
The story around China issuing USD-denominated sovereign bonds in Saudi Arabia is generating an enormous amount of buzz in China, and could potentially be immensely important. I strongly suspect it's a message to the upcoming Trump administration. Let me explain what seems to…
Warren Buffett describing his three Investment Partnership Buckets: • Generals • Workouts • Controls
“If you aren't getting rejected on a daily basis, your goals aren't ambitious enough.” - @cdixon
Nick Sleep's investment thesis on Costco $COST Fascinating read. h/t @F_Compounders for the find.
When to sell by Peter Lynch
Joel Greenblatt on when to buy retail companies.
LVMH has about 7% of its sales and 33% of its pre-tax income in France, yet France accounts for 40% of its taxes. With the new tax law, its taxes will increase by 800 million euros and LVMH alone will pay 4.5% of all corporate taxes in France.
S&P vs. rest of world ratio now 3.8 standard deviations above the inception-to-date average. YTD +1.0 standard deviation. Keep calm and carry on...
Periodic reminder that famine has been completely eliminated, and for generations large-scale starvation has only occurred on purpose, as a result of foreign blockade or domestic communism.
Cornelius Vanderbilt’s response after getting stiffed
Insurance is really just access to capital at a discounted rate on a contingent basis. When it is no longer discounted, it stops making sense to transfer that risk to insurers. Wise to start quantifying how much it makes sense to take some risk out of the insurance market and…
BREAKING: Migrants from the Middle East have been running around in Amsterdam all day trying to lynch Israeli supporters of Maccabi Tel Aviv who are in town as their team played Ajax Amsterdam today. People armed with bats are chasing Jews in Amsterdam 🇳🇱🇮🇱
Why does $IGIC use so! much! text for some simple context? The commentary is nice, but at least the comment for increased net income is odd: primarily increased NPE when underwriting income decreased (line above NI). What about higher investment income?
In Iran, a woman who was accosted by the “morality police” for not wearing hijab removes her clothing & roams the streets in defiance. She has since been arrested by IRGC forces and forcibly disappeared. This is the brave face of true resistance.
The Sugar Daddy (or Molasses Mommy) is a bounteous benefactor who funds your needs, making you incapable of self-reliance. I use it to explain why corporate venture capital, sovereign wealth funds and green investing punch well below their weights. bit.ly/48mZFzj
"Amazingly, 76.9% of [Japanese] mortgages are still floating rate, even though a long-term mortgage can still be locked in at 1.82% [for 25-35 years], though up from 1.11% in late 2019." - Chris Wood
MOODY'S REPORT ON DISTRESS IN PRIVATE EQUITY LAND | A MUST READ As a former restructuring banker and current private equity associate, this is the sexiest thing I have read in months. So excited to dive in —→ 1) Large-Cap Private Equity Recent Defaults 2) PE shops with the most…
United States Trends
- 1. Thanksgiving 829 B posts
- 2. Druski 28 B posts
- 3. Wiggins 4.702 posts
- 4. Dylan Harper 4.850 posts
- 5. Kevin Hart 16,3 B posts
- 6. Shai 7.616 posts
- 7. #RHOSLC 6.342 posts
- 8. Pat Spencer 1.298 posts
- 9. Friday Night Lights 17,9 B posts
- 10. Jalen Williams 2.176 posts
- 11. Tyrese Martin 2.037 posts
- 12. Zuck 11,4 B posts
- 13. Vindman 68,2 B posts
- 14. Rutgers 5.407 posts
- 15. #GoAvsGo 1.780 posts
- 16. #AEWDynamite 26,4 B posts
- 17. Kuminga 2.971 posts
- 18. Adin Hill N/A
- 19. #Survivor47 4.715 posts
- 20. RJ Davis N/A
Something went wrong.
Something went wrong.