Fantasy Investing Realm | My actual trades, macro views, chart patterns & 40,000-foot economy takes | Skin in the game — no hype | Not financial advice |
Columbia, SC USA
Joined May 2026
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Russ retweeted
Central banks are "quietly" stacking gold, per Fortune. Goldman Sachs estimates they bought 79 tonnes in August, more than four times the pre-2022 average of 17 a month.
$GS calls that buying a "structural support" for gold. The Dutch central bank moved 86 tonnes from New York and Ottawa to London.
The support holds only while buying stays well above 17 tonnes.
Russ retweeted
$META is doing almost the same thing $GOOGL did in 2014. Google gave shareholders a non voting Class C share for each share they owned so Page and Brin could keep control while Google kept issuing stock.
The Class C shares traded lower than the voting ones and Google ended up paying $522 million to make up for it.
The big difference is Meta wants to use these shares to help raise the hundreds of billions they say they need for AI. Google mostly used theirs to pay employees and buy companies.
And it is also for Zuckerberg. If California passes its billionaire tax next month he can sell some of his new shares to pay it without giving up votes.
$META is creating a new kind of share with no voting rights. Every shareholder will get one for each share they own. It’s a stock dividend but it works like a 2 for 1 stock split.
Zuckerberg holds most of the voting power. Since the new shares don’t come with votes Meta can sell them to pay for AI and he keeps control.
Zuckerberg will get the new shares as well. He can sell 20% of them without losing voting power. With the other 80% he gives up some voting power for every one he sells.
That rule goes away over 8 years if he stays full time on Meta’s executive team or as executive chair.
Russ retweeted
China’s CSI 300 has fallen about 20% from its June high and entered bear market territory.
The drop comes as AI trades unwind and hopes for major stimulus fade.
A 10-week losing streak and weak earnings have added pressure.
Whether the slide continues depends on clearer policy support or better results.
Russ retweeted
Another reason I'm still bullish on $SPCX
NFA.
Grok Bot's daily users hit a new peak on October 17, roughly tripling since late September, per Similarweb's estimates.
That's just usage though, not revenue yet. But each new user costs little to add to software that's already running.
If that curve flattens and paid users never show up, I'd rethink it.
Russ retweeted
Citi raised its price target on $META to $895 from $800 and kept a Buy rating.
The lift comes as confidence grows in returns from the company’s AI investments.
Meta has seen volatility amid broader tech pressure and high spending plans.
Whether the target proves durable will depend on continued execution.
Russ retweeted
Berkshire Hathaway is investing another $330 million in Bending Spoons, lifting its stake to 4%. $BSP
The Italian serial acquirer will issue 10 million shares at $33 each in a private placement, following Berkshire’s $600 million IPO investment in July.
Shares of Bending Spoons jumped sharply on the news as the company plans to use the capital for further acquisitions.
The move adds another technology position to Berkshire’s portfolio under Greg Abel.
Russ retweeted
$NVDA 's Jensen Huang says Nvidia will announce $2B in European SI investments this coming week.
He puts the past year's total at $8B, mostly startup stakes like Mistral and Nscale.
Many of those startups build on Nvidia chips, so part of the money returns as demand.
If European SI demand stalls, Nvidia holds stakes in its own stalled buyers.
Russ retweeted
$MSCI has grown its dividend at a ~14.5% CAGR over the past 5 years, and analysts still see solid double-digit forward growth from here.
Forward yield: ~1.5%
FCF payout ratio: ~37%
Earnings payout: ~43%
Most of their revenue comes from licensing indexes which are used in ETFs, benchmarks, and other financial products, plus analytics.
So, consistent recurring subscriptions and asset-based fees are where their money comes from, which I personally love.
But here’s the catch, the stock has gone essentially nowhere for 5 years while the dividend has kept climbing.
Would you invest in MSCI, or would you rather just buy the 10-year Treasury yielding around 5.19%?
Russ retweeted
Nobel Prize Theory: Financial News Spreads Like A Virus
Robert Shiller won the Nobel Prize and later wrote that money stories spread the way epidemics do, and change what people do before the real numbers move. I watched it happen in my own head, over one mortgage number I hadn't even checked yet.
Russ retweeted
$ASML reported Q3 sales of €11.7 billion and EPS of €12.95, both above estimates.
Gross margin reached 57.5%. Q4 and full-year guidance also came in higher than expected.
The company bought back about €4.1 billion in shares and declared a €1.88 interim dividend.
AI-related customer demand remains solid and continues to support the outlook.
Russ retweeted
The IEA says the global diesel shortage will last until the second half of 2027.
In September, the world exported 700,000 fewer barrels of diesel a day than a year earlier.
US diesel at the pump hit $6 a gallon. Refiners elsewhere profit. Truckers pay.
The risk is the Gulf. If supply slips again, emergency stockpiles are the last cushion.
Russ retweeted
$MSFT plans multi-gigawatt deployments of its custom Maia SI chips starting next year.
The next-generation Maia 300 targets higher efficiency for inference than leading GPU systems.
This moves more of Microsoft’s SI services onto its own silicon.
It supports tighter control over power use and costs as capacity expands.
Russ retweeted
This morning’s SpaceX $SPCX launch put on an unreal show. 🚀
The sky looked like something out of a movie here on the Space Coast.
Moments like this never get old.
Innovation, power, and a reminder that we’re living in an incredible time to watch history happen in real life.
Did anyone else catch it this morning?
Russ retweeted
Buenos días estimado Alerta Mundial.
🔆Video interesante, mi análisis.
⚠️Tengo algunas preguntas sobre la posición correcta del pistón en el pecho. (?). La ropa dificulta el análisis.
✅Respecto al dispositivo, el personal sanitario debe estar muy bien capacitado en cómo aplicarlo en el menor tiempo posible para minimizar las interrupciones en la RCP, cuándo aplicar el dispositivo a la víctima y la correcta colocación del pistón (en el centro del pecho, mitad inferior del esternón. Misma ubicación donde se ubica el talón de la palma de la mano si las compresiones fueran manuales y no mecánica como en este caso).
A veces es necesario recolocar o reubicar el pistón para que esté bien centrado y no en las costillas, muy abajo o muy arriba.
❌A los 0:05 segundos, el paramédico realiza dos ventilaciones con la bolsa de reanimación cardiopulmonar (BVM=Bolsa Valvula Máscara) demasiado rápido y con demasiada fuerza (comprimiendo la bolsa por completo). Estas coinciden con las compresiones y la cabeza no está hiperextendida, es decir hacia atrás. En mi opinión, estas ventilaciones no son efectivas. E incluso si fueran "efectivas", el paramédico estaría hiperventilando (⚰️riesgo de aspiración🟰el contenido gástrico se va a los pulmones, evento gravísimo para el paciente)➕disminución del retorno venoso➡️disminución del gasto cardíaco➕disminución de la presión de perfusión coronaria y cerebral🟰menos sangre al corazon y cerebro🟰mayor mortalidad).
Permítame resumir:
🚨Basado en las nuevas Guías 2025 de la AHA (American Heart Association).
❌No creo que exista una relación de 30 compresiones por cada 2 ventilaciones.
Las compresiones se detienen a los 0:27 segundos, y a los 0:48 segundos, el paramédico introduce su mano derecha en el bolsillo (?). 🚫No entiendo esta pausa innecesaria y prolongada.....
A los 0:52 segundos, se administra una descarga/shock. Es decir, hubo un retraso de aproximadamente 🚫25 segundos en la administración de la descarga, cuando debería ser inferior a 10 segundos, o mejor incluso 5 seg.
✅Idealmente, el desfibrilador debería precargarse 15 segundos antes de un análisis de ritmo de 2 minutos.
Esto permite realizar un análisis del ritmo cardíaco y administrar una descarga eléctrica (si es necesario) en 10 segundos o 5 (mejor aún).
✅Finalmente, sería recomendable realizar una sesión informativa (DEBRIEFING) posterior para mejorar la atención en situaciones similares. En mi opinión, es una oportunidad de aprendizaje.
✅Existen otros análisis (movimientos de la cabeza, durante la prolongada pausa me parece que el paciente respira, pero puedo equivocarme, etc.), no obstante aquí finalizo el análisis.
✅Me extendí demasiado en comentar este video para que la personas no médicas puedan entender mejor.
🔎Cualquier inquietud, pueden comentar o preguntar.
🆗Por último, aprovecho la oprtunidad para sugerir que las peronas realicen un curso para que se entrenen en RCP, uso de DEA (Desfibrilador Externo Automático) y Primeros Auxilios (Cómo actuar ante una paciente que tiene convulsiones, una herida con hemorragia, una quemadura, si se obstruye la vía aérea🟰se atraganta, en todas las poblaciones🟰bebes, es decir menos de 1 año, niños y adultos, como detectar un paciente con ACV, un infarto o "ataque cardíaco", que no es lo mismo que Paro Cardíaco, a veces se confunden estas terminologías y se usan como si fueran sinónimos, etc, etc.).
🙏Espero haber sido lo más claro posible.
Muchas gracias. ❤️💙
🔴 Video viral muestra a un hombre que sufrió un paro cardíaco en la vía pública en Dubái y fue reanimado con éxito en el lugar gracias a la rápida intervención de los servicios de ambulancia de Dubái, que utilizaron el dispositivo mecánico LUCAS 3 para realizar compresiones torácicas continuas.
El equipo LUCAS 3 es un sistema mecánico de compresión torácica. Realiza entre 100 y 120 compresiones por minuto a una profundidad constante de unos 5 centímetros.
Al mantener un ritmo perfecto y automatizado, el dispositivo evita la fatiga humana. Esto permite a los paramédicos centrarse en otras tareas críticas como la administración de oxígeno, medicación o el uso del desfibrilador.