@Listen2Learn

Here to learn + share perspectives. Portfolio Mgmt/Not Trader. Financial markets humble everyone eventually. Rarely on here But chatty whenever here.

 Navigating The Blather-sphere
Joined April 2023
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87Media
$NVDA pumpers amuse me: $NVDA likely sub100 4Q2024. Today AI = All-Hat-No-Cattle Pump. Hucksters Rebranded Statistics 4Sale2 CSuite Suckers + Math ignoramuses. Companies quietly rolling back programs. By 2028, AI gets real. Until then, preserving my $ elsewhere.
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Ditto Below. US Mkts $SPY $QQQ out-of-whack as % of Total World. Macro Rebalance + Global Sluggish Growth implies better opportunities elsewhere esp Global Staples $KXI, Global Traditional Telcos, Global Utes $JXI
Vermilion Research@VtrResearch30 Aug 2024
Expecting Downside Ahead $ACWI $SPX; Stick With Defensive Sectors; Downgrading Taiwan $EWT $TSM to Market Weight; Global Discretionary vs. Staples Ratio (RXI/KXI) Signals Risk-Off Environment. $CCEP $IMBBY $BRFS $AHODF $TSCDY $TAC $ERIC $DTEGY $VONOY skr.ma/h42dC

Expecting Downside Ahead; Stick With Defensives; Downgrading Taiwan to Market Weight; Risk-Off...

Expecting Downside Ahead $ACWI $SPX; Stick With Defensive Sectors; Downgrading Taiwan $EWT $TSM to Market Weight; Global Discretionary vs. Staples Ratio Signals Risk-Off Environment

smartkarma.com
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Accumulating $BABA $FXI . Slow cooker comfort food for FY2025/6 portfolio. Bad news fully baked into price. Market oblivious to positive FY2025 whispers.
Listen2Learn@Listen2Learn8 Aug 2024
🏈Risk Mgmt #1 Factor in Volatile Markets $BABA waiting/watching $FXI trend slowly bottoming/improving Prefer2Wait4 Catalyst / Lower Risk Entry 🏈Game Strategy in High Volatility = LowRisk w HigherPrice > HighRisk w Lower price
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Yen Volatile in upward trending channel $FXY. Breaking 30-year downtrend. Aircraft carrier slowly change course w Major Shifts Global Macro. Fade $SPY $QQQ. Hide in $XLU $XLK. Accum longterm sleepers $FXI $EWJ on pullbacks. NA DYODD
Thus spoke me, DP@darenpa7230 Aug 2024
That awkward moment when the Fed cuts and BoJ raise.
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Era Ending for 🇺🇸 Global Industry Leaders ??? Slow Death March: Decades Offshoring + BRICs + Infrastructure Decay + Corruption $BA $F $INTC etc -v- $EADSY $BYDDY etc End $SPY $QQQ Era or Longterm Buying Oppty? Prefer $EEM $ARGT $EWZ next 36+ months NA / DYODD
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Market Rope-A-Dope Oscillates into US election. Up days good for Limit Orders on a few LEAP (PUT) entries = Low-risk w Potential-high-reward. Paid2Wait in $XLU $XLV $BIL $TLTW, with trailing stops
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Succinct. Bull Trap. Going2Beach🏖️
Kurt S. Altrichter, CRPS®
@kurtsaltrichter7 Aug 2024
I am still calling bullshit on this rally. It has all the signs of a fake-out. Institutions are selling.
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Pick Your Spot2Fade $QQQ $SPY Bull Trap. Hope $QQQ rises to 460 for My Fade. Respect Season (see 2023 below) + Fundamentals -or- Risk Mashed Potato Portfolio
Listen2Learn@Listen2Learn22 Aug 2023
Tide going out, poor time to surf $NDX $SPY. Market hopes rely on $NVDA + Jackson Hole. Good news fully priced in >> Any bad news means lookout below.
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🏈Risk Mgmt #1 Factor in Volatile Markets $BABA waiting/watching $FXI trend slowly bottoming/improving Prefer2Wait4 Catalyst / Lower Risk Entry 🏈Game Strategy in High Volatility = LowRisk w HigherPrice > HighRisk w Lower price
Oguz Erkan
@oguzerkan3 Aug 2024
$BABA will generate $191 billion revenue in 2028 even if you assume just 10% annual revenue growth. This is more than its current market cap. You are basically paying nothing for its 2029 revenue. P/B is getting close to 1. It’s the cheapest big-tech stock.
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