@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
Slowly accumulating $GDX $PHYS $SLV $PSLV while mindful of staying under max portfolio allocation to precious metals. Likely a 2024 story (when Fed pauses), so time is our friend here.
David Nicoski CMT
@davevermilion12 Jul 2023
$USD breaking big time. Discussed and sent out a chart yesterday on my timeline. Appeared to be a descending triangle the Oct blow-off. It will take a lot to get back through that overhead resistance level. In the meantime Got Gold and $EEM
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Thank You #MemorialDay2023
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$PFE Study shows Pfizer’s oral tablets for weight loss just as effective as Ozempic injections, but obviously much more convenient. Is this the “AI of obesity”? 42% of US adults are obese (CDC), so not a tiny market… Stock bouncing from two year lows. cnbc.com/2023/05/22/pfizer-w…

Pfizer oral weight loss drug may be as effective as Ozempic injection by Novo Nordisk, study says

Danuglipron, made by Pfizer could offer an advantage as an oral treatment option for weight loss over a frequent injection of Ozempic, made by Novo Nordisk.

cnbc.com
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'The only reason why a default is conceivable is the depth of disagreement in the country and so in Congress. So long as these divisions continue, so will the threat of a default.' ft.com/content/05c42080-e3d9…
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'If you find yourself having a strong emotional response to a message, it might be time to pause, take a breath, and consider who would benefit from making you feel that way.' libertypapers.substack.com/p…
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CHECKOUT TIME *Sell in May and Go Away* as AAPL to report 4May while Fed hikes 25bp. With stalling AAPL @ 7% SPY... what could possibly go wrong?
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Ask why anyone shares a recommend or hot tip. Can they front-run options or thinly traded stock? No mention of portfolio max allocations (below a %)? If you don't know who the chump is, then you're the chump.
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Keep It Simple: Hard Landing in hyper-levered world generates multiple second order effects. Simple Approach: Rather than guess exact order of dominos, play defense and preserve capital for fire sales.
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'Japan's broad real-effective exchange rate is 2.3 standard deviations below the average based on values going back a decade, an exclusive — if notorious — club that 98.8% of the time no entrant would really want to be a part of.' bloomberg.com/news/articles/…
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Market makers making a killing on 0dte thx @vinnygagliani finance.yahoo.com/news/day-t…
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