Against All Odds Research retweeted
Yes - nice to have trusted research. Youtube is a sea of filth when it comes to stock people but people like @JasonP138 and @KGBULLANDBEAR are holding a light in the darkness. 🙂
Alice In Chains - Nutshell (MTV Unplugged youtu.be/9EKi2E9dVY8?is=LaLG…
Keep trying…
JPMORGAN FORECASTS 7% ANNUAL RETURNS FOR 60/40 PORTFOLIOS
J.P. Morgan Asset Management projects a 7.0% annual return for a traditional 60/40 stock-bond portfolio over the next 10–15 years.
Key annualized forecasts:
🔸 U.S. stocks: 7.5%
🔸 Global bonds: 5.3%
🔸 Private equity: 9.8%
🔸 Gold: 5.5%
Adding diversified alternatives could lift portfolio returns to 7.5% annually.
Against All Odds Research retweeted
Reminiscences of a Stock Operator quote of the day:
Jim Fisk just looked at him and said, 'Go ahead! Do! Sell it short and invite me to your funeral.'
Against All Odds Research retweeted
$XLB - Materials....
Against All Odds Research retweeted
The Morning Show xitter.cf/i/broadcasts/1rGmqpynE…
The Final Rally Before the Market Tops? xitter.cf/i/broadcasts/1OGwbnjRo…
Everyone thinks the market is topping.
I'm betting we have another leg higher first.
But stagflation is here, energy is breaking out, and the bond market is sending warnings.
Going LIVE with @KGBULLANDBEAR at 11 AM NYC time to break it all down.
youtube.com/watch?v=ZFtyno4i…
Almost!
Replying to @badcharts1 @energyburrito
Last year @JasonP138 said he wouldn’t be surprised if $XOM doubled from where it was trading (don’t want to put words in his mouth). Getting there.
🙌🏽
Investing Update: I Said I’d Worry. I’m Worried.
Charts from @granthawkridge @RyanDetrick @HostileCharts @Mr_Derivatives @LizAnnSonders @byHeatherLong @JasonP138 @Barchart @KobeissiLetter @chamath @carlquintanilla @AndrewThrasher @JC_ParetsX @AlfCharts @SuburbanDrone @TheTranscript_ @awealthofcs
spilledcoffee.co/p/investing…
But there’s something about surfing that reminds me of trading.
You can have the perfect setup.
The perfect conditions. Everything can look exactly the way you want it to.
But you still have to respect the wave.
aaoresearch.substack.com/p/p…
Against All Odds Research retweeted
Now Vol is waking up a bit.
The differential between credit spreads and equity volatility ($VIX) is one of the widest I've seen in a long time. Credit spreads typically front-run equity volatility.
Stocks Are Ready to Rally. But There's One Big Problem. xitter.cf/i/broadcasts/1DxLdZnpR…




















