@jackandjillonthehill jackandjillonthehill

jackandjillonthehill posts on Reddit about stocks, india, pakistan, tariffs the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

Engagements: [---] #

Engagements Line Chart

[--] Week [-----] -6.50%
[--] Month [------] +198%
[--] Months [---------] +16,053%
[--] Year [---------] +49,096%

Mentions: [--] #

Mentions Line Chart

[--] Month [---] -11%
[--] Months [---] +68%
[--] Year [---] +610%

Followers: [-----] #

Followers Line Chart

[--] Months [-----] +11%
[--] Year [-----] +193%

CreatorRank: [---------] #

CreatorRank Line Chart

Social Influence

Social category influence finance 30.49% countries 16.46% stocks 4.88% currencies 3.05% technology brands 3.05% exchanges 2.44% travel destinations 2.44% automotive brands 1.83% social networks 1.22%

Social topic influence stocks 6.71%, india 6.1%, pakistan 6.1%, tariffs 4.27%, donald trump 3.66%, japan 2.44%, fed #226, china 2.44%, nasdaq 2.44%, supreme court #857

Top accounts mentioned or mentioned by @crowdedmarketreportsixwqum8xkuao1sa8 @realdonaldtrump115350455734003647

Top assets mentioned Msci Inc (MSCI) Microsoft Corp. (MSFT) Berkshire Hathaway Inc. (BRK.A) Dell Technologies, Inc. (DELL) YELP INC. (YELP)

Top Social Posts

Top posts by engagements in the last [--] hours

"German stocks for [----] ValueInvesting ValueInvesting"
Reddit Link 2025-01-01T07:08Z [--] followers, [---] engagements

"Gold streaming companies WPM FNV RGLD ValueInvesting ValueInvesting"
Reddit Link 2025-04-27T22:43Z [--] followers, [--] engagements

"Elizabeth Warren and Tim Scotts plan for housing supply: ROAD to Housing Act [----] ProfessorPolitics ProfessorPolitics"
Reddit Link 2025-11-21T18:49Z [--] followers, [--] engagements

"JAPEX - Japan Petroleum Exploration (TSE: 1662) SecurityAnalysis SecurityAnalysis"
Reddit Link 2025-01-07T01:08Z [--] followers, [---] engagements

"Most Taylor Rule models suggest higher Fed Funds rate than today ProfessorFinance ProfessorFinance"
Reddit Link 2025-09-27T13:45Z [--] followers, [---] engagements

"What are your thoughts on Trump accounts ProfessorFinance ProfessorFinance"
Reddit Link 2025-12-07T05:37Z [--] followers, [---] engagements

"Versant - would you buy CNBC at 5X earnings ValueInvesting ValueInvesting"
Reddit Link 2026-01-04T02:25Z [--] followers, [--] engagements

"Supreme Court may rule on legality of tariffs on Friday ProfessorFinance ProfessorFinance"
Reddit Link 2026-01-08T07:34Z [--] followers, [---] engagements

"U.S. dollar still overvalued versus most currencies on PPP basis ProfessorFinance ProfessorFinance"
Reddit Link 2026-01-27T21:57Z [--] followers, [---] engagements

"Idemitsu Kosan (5019) - Japanese refiner at a discount ValueInvesting ValueInvesting"
Reddit Link 2025-02-06T14:06Z [--] followers, [--] engagements

"The Mar A Lago Accord ProfessorFinance ProfessorFinance"
Reddit Link 2025-03-18T20:07Z [--] followers, [--] engagements

"Strabag SE - the outlook keeps getting better ValueInvesting ValueInvesting"
Reddit Link 2025-05-23T10:13Z [--] followers, [--] engagements

"Fund managers expect international stocks to be best performing asset ProfessorFinance ProfessorFinance"
Reddit Link 2025-06-21T05:04Z [--] followers, [---] engagements

"Large pharma companies ink deals with Trump to lower drug prices sell direct to consumer ProfessorFinance ProfessorFinance"
Reddit Link 2025-12-20T00:55Z [--] followers, [----] engagements

"Actual footage of House financial services committee ProfessorPolitics ProfessorPolitics"
Reddit Link 2026-02-05T19:34Z [--] followers, [--] engagements

"Supreme Court rules Trump can fire other agency officials but CANT fire Fed governors ProfessorPolitics ProfessorPolitics"
Reddit Link 2025-05-22T22:32Z [--] followers, [--] engagements

"Tech company wages and stock compensation versus average wages and inflation ProfessorFinance ProfessorFinance"
Reddit Link 2025-12-07T05:22Z [--] followers, [---] engagements

"Amazon stock slumps as it prepares $200bn AI spending blitz ProfessorFinance ProfessorFinance"
Reddit Link 2026-02-05T22:20Z [--] followers, [---] engagements

"Musk vs. Bessent dispute erupted into West Wing shouting match ProfessorPolitics ProfessorPolitics"
Reddit Link 2025-04-24T23:03Z [--] followers, [--] engagements

"Whew ProfessorFinance ProfessorFinance"
Reddit Link 2025-11-25T13:56Z [--] followers, [---] engagements

"Japan has restarted [--] out of [--] of its nuclear reactors ProfessorFinance ProfessorFinance"
Reddit Link 2026-01-12T00:54Z [--] followers, [---] engagements

"Howard Lutnick: Why the Trump administration is going to Davos ProfessorGeopolitics ProfessorGeopolitics"
Reddit Link 2026-01-21T09:23Z [--] followers, [--] engagements

"Gold breaks $5000/ounce ProfessorFinance ProfessorFinance"
Reddit Link 2026-01-26T00:31Z [--] followers, [---] engagements

"Trump Says Hes Not Concerned With Decline of US Dollar ProfessorFinance ProfessorFinance"
Reddit Link 2026-01-27T21:12Z [--] followers, [----] engagements

"Readout of phone call between Xi and Trump ProfessorGeopolitics ProfessorGeopolitics"
Reddit Link 2026-02-04T17:58Z [--] followers, [--] engagements

"But but we almost hit scale ProfessorFinance ProfessorFinance"
Reddit Link 2026-02-08T20:37Z [--] followers, [---] engagements

"AMRN - Amarin - below NCAV and turning around ValueInvesting ValueInvesting"
Reddit Link 2026-02-10T06:39Z [--] followers, [--] engagements

"AMRN - Amarin - below NCAV and seems like its turning around AsymmetricAlpha AsymmetricAlpha"
Reddit Link 2026-02-10T21:48Z [--] followers, [--] engagements

"Mitsubishi Heavy Industries - Buy Sell or Hold ValueInvesting ValueInvesting"
Reddit Link 2025-02-06T15:10Z [--] followers, [--] engagements

"JAPEX - Japan Petroleum Exploration [----] ValueInvesting ValueInvesting"
Reddit Link 2025-01-07T01:02Z [--] followers, [--] engagements

"Supreme Court rules Trump can fire other agency officials but CANT fire Fed governors ProfessorFinance ProfessorFinance"
Reddit Link 2025-05-22T22:35Z [--] followers, [---] engagements

"Management quality - founder led companies and family led businesses ValueInvesting ValueInvesting"
Reddit Link 2025-05-25T22:52Z [--] followers, [--] engagements

"Societe Bic ValueInvesting ValueInvesting"
Reddit Link 2025-05-27T01:49Z [--] followers, [--] engagements

"Societe Bic SecurityAnalysis SecurityAnalysis"
Reddit Link 2025-05-27T01:52Z [--] followers, [--] engagements

"Why crypto giant Tether bought a South American farming company ProfessorFinance ProfessorFinance"
Reddit Link 2025-07-17T03:17Z [--] followers, [--] engagements

"Chris Wallers argument for a Fed rate cut ProfessorFinance ProfessorFinance"
Reddit Link 2025-07-18T05:13Z [--] followers, [--] engagements

"Why is the spread of [--] year mortgages over [--] year treasuries so wide AskEconomics AskEconomics"
Reddit Link 2025-09-13T03:19Z [--] followers, [---] engagements

"First Brands Collapse Blindsides Wall Street Exposing Cracks in a Hot Corner of Finance ProfessorFinance ProfessorFinance"
Reddit Link 2025-10-09T22:47Z [--] followers, [--] engagements

"Are Microsoft bonds lower risk than US treasuries ProfessorFinance ProfessorFinance"
Reddit Link 2025-10-14T07:31Z [--] followers, [---] engagements

"US army taps private equity groups to help fund $150bn revamp ProfessorFinance ProfessorFinance"
Reddit Link 2025-10-21T23:54Z [--] followers, [--] engagements

"Feds Waller calls for December rate cut to bolster labour market ProfessorFinance ProfessorFinance"
Reddit Link 2025-11-17T22:52Z [--] followers, [--] engagements

"MSCI inc - indexes have big moats ESG isnt dead ValueInvesting ValueInvesting"
Reddit Link 2025-11-20T08:40Z [--] followers, [--] engagements

"MSCI inc - indexes have big moats ESG isnt dead SecurityAnalysis SecurityAnalysis"
Reddit Link 2025-11-20T08:42Z [--] followers, [--] engagements

"MSCI inc - indexes have big moats ESG isnt dead AsymmetricAlpha AsymmetricAlpha"
Reddit Link 2025-11-20T08:43Z [--] followers, [--] engagements

"US stocks rebound after top Fed official signals openness to rate cut ProfessorFinance ProfessorFinance"
Reddit Link 2025-11-21T20:00Z [--] followers, [--] engagements

"I thought my audit was rough ProfessorFinance ProfessorFinance"
Reddit Link 2025-12-12T02:32Z [--] followers, [--] engagements

"Biotech venture capitalist: We are drowning in good ideas ProfessorFinance ProfessorFinance"
Reddit Link 2025-12-20T07:09Z [--] followers, [--] engagements

"Chinas January [--] silver curbs to deepen global crunch ProfessorFinance ProfessorFinance"
Reddit Link 2025-12-31T20:36Z [--] followers, [--] engagements

"Versant - would you buy CNBC at 5X earnings AsymmetricAlpha AsymmetricAlpha"
Reddit Link 2026-01-04T02:25Z [--] followers, [--] engagements

"Versant - would you buy CNBC at 5X earnings SecurityAnalysis SecurityAnalysis"
Reddit Link 2026-01-04T06:30Z [--] followers, [---] engagements

"CNBC Anchors spend [--] minutes airtime pitching VSNT ValueInvesting ValueInvesting"
Reddit Link 2026-01-06T05:27Z [--] followers, [--] engagements

"China Looks for Assurances Over Billions in Loans to Venezuela ProfessorFinance ProfessorFinance"
Reddit Link 2026-01-15T01:41Z [--] followers, [---] engagements

"World Economic Forum selects Geoeconomic confrontation as biggest risk for [----] ProfessorFinance ProfessorFinance"
Reddit Link 2026-01-17T19:33Z [--] followers, [--] engagements

"Investors redeem billions from private credit funds ProfessorFinance ProfessorFinance"
Reddit Link 2026-01-17T19:35Z [--] followers, [--] engagements

"Robots motors actuators oh my ValueInvesting ValueInvesting"
Reddit Link 2026-01-19T17:49Z [--] followers, [--] engagements

"Robots motors actuators - harmonic drive systems AsymmetricAlpha AsymmetricAlpha"
Reddit Link 2026-01-19T18:09Z [--] followers, [--] engagements

"Pessimism is the worlds main economic problem ProfessorFinance ProfessorFinance"
Reddit Link 2026-01-23T06:39Z [--] followers, [--] engagements

"Donald Trump preparing to nominate Kevin Warsh as Federal Reserve chair ProfessorFinance ProfessorFinance"
Reddit Link 2026-01-30T07:00Z [--] followers, [---] engagements

"If we run the printing press a little quieter we could have lower interest rates ProfessorFinance ProfessorFinance"
Reddit Link 2026-02-04T17:03Z [--] followers, [---] engagements

"How much of this sell off is a reaction to the reversal of QE AsymmetricAlpha AsymmetricAlpha"
Reddit Link 2026-02-05T19:25Z [--] followers, [--] engagements

"Judge rules Texas anti-ESG law is unconstitutional ProfessorPolitics ProfessorPolitics"
Reddit Link 2026-02-15T00:20Z [--] followers, [--] engagements

"Hedge funds made $24 billion shorting software stocks so far in [----] and they are increasing the bet ProfessorFinance ProfessorFinance"
Reddit Link 2026-02-08T20:25Z [--] followers, [---] engagements

"Since November the Dow Jones has outperformed the Nasdaq by 8% ProfessorFinance ProfessorFinance"
Reddit Link 2026-02-10T22:55Z [--] followers, [--] engagements

"Big Techs Stranglehold on Profits Is Over ProfessorFinance ProfessorFinance"
Reddit Link 2026-02-14T06:51Z [--] followers, [---] engagements

"Donald Trump is right to go after metals in the deep sea Excerpts: There is a strong argument that deep-sea collection will be better for the environment than mining on land. It will cause the release of less carbon dioxide and it will do less harm to rare species and precious habitat. Even if you dispute this the longer the ISA stalls over rules to govern nodule collection for the benefit of all the higher the risk that countries follow Mr Trumps lead and go ahead without the agencys say-so. That could trigger an unregulated rush to exploit the very ecosystem the environmentalists seek to"
Reddit Link 2025-05-03T20:26Z [----] followers, [--] engagements

"Top Indo-Pacific commander warns Beijing is outpacing Washington in weapons production Excerpts: The United States will prevail in the conflict as it stands now with the force that we have right now Admiral Samuel Paparo told the McCain Institutes annual Sedona Forum in Arizona on Friday. Speaking one year after taking the helm at Indo-Pacific command Paparo stressed that the US military had key advantages over China in undersea capabilities as well as superior capabilities in space and weapons that counter space assets. But he warned that China was building weapons systems including warships"
Reddit Link 2025-05-04T04:30Z [----] followers, [--] engagements

"Do you currency hedge for international stocks Very interesting discussion yesterday at the Berkshire Hathaway meeting about currency hedging international stock exposure. Buffett said historically they have not hedged their currency exposure. Currently Berkshire is hedged on the Japanese investments as they got very good rates borrowing yen for [--] years but he seemed to indicate he wouldnt mind letting the hedges go if the carry cost was too high. As individual investors we dont have access to the kind of hedging he did with the Japanese stocks (issuing yen denominated bonds). But you can"
Reddit Link 2025-05-04T17:12Z [--] followers, [--] engagements

"Oil price slumps after Saudi-led Opec+ expands production Oil now down over 24% YTD and OPEC keeps expanding production ProfessorFinance ProfessorFinance"
Reddit Link 2025-05-05T05:02Z [----] followers, [--] engagements

"U.S. payroll growth totals [------] in April defying expectations Excerpts: Job growth was stronger than expected in April despite worries over the impact of President Donald Trump's blanket tariffs against U.S. trading partners. Nonfarm payrolls increased a seasonally adjusted [------] for the month slightly below the downwardly revised [------] in March but above the Dow Jones estimate for [------] the Bureau of Labor Statistics reported Friday. "We can push recession concerns to another month. Job numbers remain very strong suggesting there was an impressive degree of resilience in the economy in"
Reddit Link 2025-05-05T06:21Z [----] followers, [--] engagements

"India conducts military strikes on terrorist camps in Pakistan deleted ProfessorGeopolitics ProfessorGeopolitics"
Reddit Link 2025-05-06T22:14Z [--] followers, [--] engagements

"India conducts military strikes on terrorist camps in Pakistan removed ProfessorGeopolitics ProfessorGeopolitics"
Reddit Link 2025-05-06T22:14Z [--] followers, [--] engagements

"India conducts military strikes on terrorist camps in Pakistan deleted ProfessorGeopolitics ProfessorGeopolitics"
Reddit Link 2025-05-06T22:14Z [--] followers, [--] engagements

"India conducts military strikes on terrorist camps in Pakistan Excerpts: India said it conducted military strikes against terrorist camps in Pakistan an expected move after it pledged retaliation for a militant attack last month in Kashmir that killed [--] people. India said in a statement early Wednesday that it had not targeted any Pakistani military facilities in what it called a precise and restrained response to the April [--] attack. It later said that Pakistan forces retaliated with artillery fire into India-controlled portions of Kashmir. Pakistans Defense Minister Khawaja Muhammad Asif"
Reddit Link 2025-05-06T22:39Z [--] followers, [--] engagements

"When you mark your own book everything looks great ProfessorFinance ProfessorFinance"
Reddit Link 2025-05-09T03:46Z [----] followers, [--] engagements

"Donald Trump proposes to raise income taxes on wealthy Americans Excerpts: The president is considering allowing the rate on individuals making $2.5mn or more to revert from [--] per cent to the pre-2017 [----] per cent. This will help pay for massive middle- and working-class tax cuts and protect Medicaid a person familiar with Trumps thinking said on Thursday referring to the government healthcare plan for low-income households. As well as considering higher taxes for the wealthiest households Trump has also signalled his willingness to end the preferential tax treatment of hedge fund and"
Reddit Link 2025-05-09T06:07Z [--] followers, [----] engagements

"Pakistan says it has launched military retaliation against India Excerpts: Pakistans military said it launched a wave of short-range missiles into India early on Saturday as India targeted air bases deep inside Pakistan and the military conflict between the two nuclear-armed neighbours escalated closer to a full-scale war. Pakistan said it had launched Operation Bunyan-un-Marsoos named after a Koranic word roughly meaning a wall of lead as a response to missile and drone attacks by India since May [--]. ProfessorGeopolitics ProfessorGeopolitics"
Reddit Link 2025-05-10T03:59Z [----] followers, [--] engagements

"What company has the biggest MOAT If you had to select a company with the best durable competitive advantage with no regard for price what company would you choose ValueInvesting ValueInvesting"
Reddit Link 2025-05-10T22:08Z [----] followers, [----] engagements

"Putin offers direct talks with Ukraine on May [--] Excerpts: Russian President Vladimir Putin offered to hold direct talks with Ukraine in Istanbul on May [--] saying he didnt rule out reaching an agreement on a ceasefire in the war. Were in the mood for serious talks with Ukraine Putin said in a late-night address to reporters at the Kremlin. Russia was ready to resume direct negotiations and I emphasize - without any preconditions. He offered the talks after Ukraine and European powers demanded that Russia join an unconditional 30-day ceasefire from Monday to allow negotiations on ending the"
Reddit Link 2025-05-10T23:34Z [----] followers, [--] engagements

"Whats driving the stock market rally From the good folks at Odd Lots. https://www.bloomberg.com/account/newsletters/odd-lots ProfessorFinance ProfessorFinance"
Reddit Link 2025-05-13T19:12Z [--] followers, [--] engagements

"Kernel - Ukrainian sunflower seed oil producer at 5X earnings Kernel is the largest producer of sunflower seed oil in Ukraine with 22% of sunflower seed crushing capacity in the country. The stock is traded in Poland but is headquartered in Kyiv. The market cap is $1.6 billion and net debt is around $91 million with a large cash position offset by debt. Almost all of its cash and debt are denominated in US dollars. Its revenue is typically received in dollars. Prior to the war the company traded in the 6-12x earnings range so not terrible high. But after the war started sales dropped 35% and"
Reddit Link 2025-05-13T23:21Z [--] followers, [---] engagements

"Trading at odd hours Does anyone trade coffee or cocoa I really like the markets (and the products) and I have had some interesting profitable trades in both. They seem to have periods of time when they can trend quite nicely when theres a big fundamental driver. Unfortunately Im in a weird time zone for trading these. I am currently in the U.S. on the west coast and these markets open 1-2 AM in my local time. I have been trying to figure out how to arrange my life to catch entries and monitor positions. I am trying to decide whether its better to just stay up late and try to catch them or"
Reddit Link 2025-05-16T21:38Z [----] followers, [--] engagements

"Eric Schmidt - geopolitical threats from AI super intelligence ProfessorGeopolitics ProfessorGeopolitics"
Reddit Link 2025-05-17T02:37Z [----] followers, [--] engagements

"Nikkei - stopped out Took [--] swipes at the Nikkei this week but stops were way too tight. Honestly not a great trade and I got stopped out appropriately. The volume was never there on the upside after the big move on Monday. Have been playing too tight ever since getting wrecked on Liberation Day. The correct stop would have been Mondays low but I wasnt bold enough and didnt catch it on Monday. Forward PE for the Nikkei is around 18x not terrible but not too cheap. Has a lot to do with the poor index construction - weighting on price rather than market cap. I had been thinking the yen looked"
Reddit Link 2025-05-18T00:06Z [----] followers, [--] engagements

"Yale Budget Lab - State of U.S. tariffs Key takeaways Current effective tariff rate is 17.8%. Longer run after redistribution of imports average tariff rate is estimated at 16.4%. Price level increases from tariffs alone should equal about 1.7% from the effect of the tariffs. The hit to U.S. GDP should be around 0.7% in [----] and 0.4% in the longer run. The hit to Chinese GDP should be around 0.3%. UK GDP is actually positively impacted by 0.24% after the latest trade deal under Yales model. Clothing and shoes will be [--] categories most affected with both prices up in the mid-teens. Motor"
Reddit Link 2025-05-18T19:10Z [----] followers, [--] engagements

"Republicans spike Trump tax bill over spending worries The Republican-controlled House Budget Committee on Friday rejected the tax bill which would also eliminate taxes on some tips and overtime income boost defense spending and provide more funds for Trump's border crackdown. The committee's chairman Representative Jodey Arrington of Texas scheduled a rare Sunday night session to try again. Five of [--] Republicans on the panel voted to block the measure saying they would continue to withhold support unless Speaker Mike Johnson agreed to further cuts to the Medicaid healthcare program for"
Reddit Link 2025-05-18T22:04Z [----] followers, [--] engagements

"Nasdaq - holding This is such a great looking gap fill here on the Sunday night futures open then a break to new session lows with consolidation below them. Looks like a great play for bears. If I had a bearish tilt Id probably be short here. But my thesis is that Nasdaq is a good long on a wild AI bull market developing here. My stop is still a bit lower than here so Im holding on with gritted teeth. If the bears win this session out could tell us a lot. Would probably force me out of my position and would have to re-evaluate thesis. If this session ends up green on Monday after clear"
Reddit Link 2025-05-19T01:36Z [----] followers, [--] engagements

"Republicans spike Trump tax bill over spending worries ProfessorFinance ProfessorFinance"
Reddit Link 2025-05-19T02:52Z [----] followers, [--] engagements

"Moodys downgrade of U.S. debt - Full text Interesting to read their full rationale ProfessorFinance ProfessorFinance"
Reddit Link 2025-05-19T03:05Z [----] followers, [--] engagements

"Gold - long again Pretty decent breakout here on good volume. Worth a long versus the lows of the move I think. u_jackandjillonthehill u_jackandjillonthehill"
Reddit Link 2025-05-20T19:58Z [--] followers, [--] engagements

"New intelligence suggests Israel is preparing possible strike on Iranian nuclear facilities US officials say ProfessorGeopolitics ProfessorGeopolitics"
Reddit Link 2025-05-21T03:10Z [----] followers, [--] engagements

"EU to make big push on capital markets union before summer Excerpts: The European Union will make a "big push" towards a capital markets union which experts says would free up funds to finance defence spending as well as digital and green transitions European Commission President Ursula von der Leyen said on Friday. "We need a deep and liquid functioning capital market for the whole European Union (.) We agreed that this is now the time really to push this topic forward and to make progress. So before the summer we are expecting a big push forward on that topic" she said during a joint press"
Reddit Link 2025-05-21T06:03Z [----] followers, [--] engagements

"Bond Market Warns Trump Congress on Dangers of Swelling Deficit Excerpts: On Wednesday they drove yields on benchmark 30-year Treasuries to as high as 5.1% leaving them just shy of a two-decade high and sparking declines in stocks and the dollar as administration officials met with Republican lawmakers to hammer out a deal to enact the cuts. Investor sentiment toward Treasuries which took a big hit after Moodys Ratings stripped the US of its top credit grade late last week deteriorated further on Wednesday following an auction of 20-year bonds that drew surprisingly tepid demand. Make no"
Reddit Link 2025-05-21T23:04Z [----] followers, [--] engagements

"Permian rig count drops precipitously The decline in fracking crews is even larger probably leading to an increase in drilled but uncompleted wells. ProfessorFinance ProfessorFinance"
Reddit Link 2025-05-23T05:38Z [----] followers, [--] engagements

"Japanese rice prices are skyrocketing Has actually been a pretty big contributor to Japanese inflation recently. ProfessorFinance ProfessorFinance"
Reddit Link 2025-05-23T10:36Z [----] followers, [---] engagements

"Do you convert financial statements to USD Im pretty used to breaking down financial statements in the U.S. but as I expand to more international stocks Im finding it a bit hard to keep track of the financial figures in my notes. At first Ive been trying to convert everything back to dollars to more easily compare. I saw Li Lu converting back all the financial statement figures to dollars when he was going through an analysis of a South Korean stock here: https://youtu.be/-jF5au0-JiYsi=KrftvbIfCZwht79Q But this gets tricky over time especially when currency values change substantially. If a"
Reddit Link 2025-05-25T07:58Z [----] followers, [--] engagements

"Ray Dalio explains the economic machine Still the best simple explanation of the economy and long term debt cycle I have seen. ProfessorFinance ProfessorFinance"
Reddit Link 2025-05-26T20:35Z [----] followers, [--] engagements

"Who got to them Was it you Carried interest is taxed at a lower rate because it is treated as a capital gain rather than as ordinary income. The reasoning is that carried interest represents a share of the profits from investments made by a fund and under U.S. tax law long-term capital gains (profits from selling investments held for more than three years) are taxed at a lower ratetypically 20%compared to ordinary income which can be taxed up to 37%. Supporters of this tax treatment argue that carried interest is similar to investment income since fund managers compensation depends on the"
Reddit Link 2025-05-26T23:14Z [----] followers, [---] engagements

"Consumer sentiment jumps after U.S.-China trade truce Details: The Conference Board's consumer confidence index rose more than [--] points in May with improvements among all demographic groups and political affiliations though the strongest improvement was among Republicans. Consumers had a more optimistic outlook on business conditions the labor market and future income while the share of consumers expecting a recession declined. Consumer inflation expectations for the year ahead fell a half-percentage point to 6.5%. What to watch: The Conference Board said about half its responses were"
Reddit Link 2025-05-27T22:29Z [--] followers, [--] engagements

"Trump floats plan to take Fannie Mae and Freddie Mac public again Fannie Mae was created in [----] as part of the New Deal to make mortgages more affordable. Freddie Mac was created in [----] to create competition to Fannie Mae. Originally they just bought mortgages from banks and held them on their own books. In the 1970s mortgage backed securities were created. This let them create bonds that were backed by mortgages. These bonds have implicit backing from the Federal Government which keeps the interest rates very low close to the interest rate on government bonds. This ensures banks can make a"
Reddit Link 2025-05-27T23:48Z [--] followers, [---] engagements

"Housing inventory in U.S. grows 31% over [----] levels https://www.housingwire.com/articles/housing-inventory-per-capita-metro-markets-texas-florida/ ProfessorFinance ProfessorFinance"
Reddit Link 2025-05-28T21:13Z [----] followers, [--] engagements

"Foreign tax provision in Trump budget bill spooks Wall Street Excerpts: Wall Street is warning that a little-publicised provision in Donald Trumps budget bill that allows the government to raise taxes on foreign investments in the US could upend markets and hit American industry. Section [---] of the bill that passed the House of Representatives last week would allow the US to impose additional taxes on companies and investors from countries that it deems to have punitive tax policies. It could raise taxes on a wide range of foreign entities including US-based companies with foreign owners"
Reddit Link 2025-05-30T00:38Z [--] followers, [---] engagements

"Latest realtime GDP estimate at 3.8% growth for Q2 [----] GDPNow is a realtime estimate of GDP based on the most recent data collected by the Atlanta Fed. The data for Q2 is probably distorted by high tariffs in April which decreased imports relative to exports. ProfessorFinance ProfessorFinance"
Reddit Link 2025-05-30T21:21Z [--] followers, [---] engagements

"The vomiting camel formation Incredible troll ProfessorFinance ProfessorFinance"
Reddit Link 2025-05-31T01:22Z [----] followers, [---] engagements

"Sen. Ron Johnson: We have enough of us who are going to say no ProfessorPolitics ProfessorPolitics"
Reddit Link 2025-06-05T03:50Z [----] followers, [--] engagements

"Recovering from a lapse in discipline Ive been trading futures for about [--] years now and finally worked out a profitable process about [--] months ago. I have a trading plan written down and while Ive had drawdowns I havent had any major lapses in discipline to stick to the process in the past [--] months. None of the drawdowns even felt that bad emotionally because they were expected. Its kind of embarrassing but I had a major lapse in discipline in the past week. I sized a position way too big and took a drawdown of 3% on the position when my normal process would only tolerate a loss of 1-2% on"
Reddit Link 2025-06-10T18:45Z [----] followers, [--] engagements

"Standards for breaking news have fallen deleted ProfessorFinance ProfessorFinance"
Reddit Link 2025-06-11T07:16Z [--] followers, [--] engagements

"Standards for breaking news have fallen ProfessorPolitics ProfessorPolitics"
Reddit Link 2025-06-11T07:20Z [----] followers, [--] engagements

"Khameneis response to Israeli attacks ProfessorGeopolitics ProfessorGeopolitics"
Reddit Link 2025-06-13T20:00Z [----] followers, [--] engagements

"Bessents top bank reform is good for markets ProfessorFinance ProfessorFinance"
Reddit Link 2025-06-20T07:49Z [--] followers, [--] engagements

"Jim Rogers on Quantum Funds oil bets in the early 1970s While Soros is mostly known for his big macro bets Soros and Rogers were primarily focused on individual stock investing in the 1970s and absolutely blew away the competition with industry specific analysis. u_jackandjillonthehill u_jackandjillonthehill"
Reddit Link 2025-06-21T00:43Z [----] followers, [--] engagements

"Jim Rogers on his and Soross bet on Lockheed after the Vietnam War I HAD NOTICED in the opening days of the Arab-Israeli War that the Egyptian Air Force was succeeding in shooting Israeli jets out of the sky which made no sense to meIsraels Air Force was far superiorand I tried to figure out why. I learned that it was because the Egyptians were deploying advanced electronic-warfare equipment they had received from the Soviets. I jumped on a plane and started visiting defense contractors around the country. Lockheed which at the time was in bankruptcy (having overextended as it failed to"
Reddit Link 2025-06-21T06:32Z [--] followers, [--] engagements

"Favorite defense stocks Curious for everyones favorite defense stocks at this point Any that you think are particularly undervalued currently ValueInvesting ValueInvesting"
Reddit Link 2025-06-22T19:36Z [----] followers, [---] engagements

"Congestion pricing in Manhattan is a predictable success Excerpt: MAURA RYAN a speech therapist in New York City was dreading the introduction of congestion pricing. To see her patients in Queens and Manhattan she sometimes drives across the East River a couple of times a day. The idea of paying a $9 toll each day infuriated her. Yet since the policy was actually implemented she has changed her mind. A journey which used to take an hour or more can now be as quick as [--] minutes. Well this is very nice she admits thinking. Ms Ryan is not alone. Polls show more New Yorkers now support the toll"
Reddit Link 2025-06-25T19:07Z [----] followers, [---] engagements

"NATO members agree to spend 5% of GDP on defense With the notable exception of Spain all NATO members agreed to spend 5% of GDP on defense up from previous commitments for 2% of GDP. Trump has recommitted to defending NATO allies in the wake of this change in stance. ProfessorGeopolitics ProfessorGeopolitics"
Reddit Link 2025-06-25T19:58Z [----] followers, [--] engagements

"Long Dec [----] Nat gas (again) After a very long consolidation and retracement the longer dated nat gas futures have convincingly broken out above the $5.05 level. I still think the old thesis of the convergence trade between US and European nat gas prices is intact. Fears that Russia would quickly make peace and flood Europe with cheap nat gas have turned out to be unfounded. Currently European nat gas prices are the equivalent of $11 per mcf which would imply a roughly $7 price factoring in roughly $4 per mcf of liquefaction shipping and regasification costs. Moreover the U.S. rig count has"
Reddit Link 2025-06-30T04:04Z [----] followers, [--] engagements

"Congress passes Trumps sweeping domestic policy bill ProfessorPolitics ProfessorPolitics"
Reddit Link 2025-07-03T19:03Z [--] followers, [--] engagements

"Congress passes Trumps sweeping domestic policy bill ProfessorFinance ProfessorFinance"
Reddit Link 2025-07-03T19:04Z [--] followers, [--] engagements

"Is the Dollar going down or is the Euro going up ProfessorFinance ProfessorFinance"
Reddit Link 2025-07-07T22:30Z [--] followers, [---] engagements

"Accelerated depreciation of capex under BBB One of the more interesting aspects of the big beautiful bill is the 100% expensing of capex from Jan [--] 2025-Jan [--] [----] to reduce tax liabilities of companies which are investing in capex. Id imagine this should have a large impact on the cash flows of capex intensive industries in the United States. It is also retroactive to Jan [--] so companies should get some tax credits for any capex done since the start of the year. Curious if anyone has thoughts on how this changes the investment landscape and prospects for capex heavy businesses that have been"
Reddit Link 2025-07-08T20:39Z [--] followers, [--] engagements

"Double TACO or Double Genius Nice summary of current markets from Gillian Tett over at FT. ProfessorFinance ProfessorFinance"
Reddit Link 2025-07-11T19:04Z [--] followers, [--] engagements

"Why you shouldnt short stock promoters - bootstrapping value Buffet quote from the [----] Berkshire Annual meeting: It is a very very tough business because of the fact that you face unlimited losses and because of the fact that people that have overvalued stocks very overvalued stocks are frequently on some scale between promoter and crook. And thats why they get there. And they also know how to use that very valuation to bootstrap value into the business because if you have a stock thats selling at [---] thats worth [--] obviously its to your interest to go out and issue a whole lot of shares."
Reddit Link 2025-07-13T19:51Z [--] followers, [--] engagements

"Trump defends Soros circa [----] In this clip from [----] Trump seems to defend Soros saying leave him alone hes got enough problems. Trump and Soros were acquaintances in NYC circles for decades. Soros said that Trump once offered him a condo for free as a bid to attract more Wall Streeters to his condo buildings but he turned it down. It wasnt until much later in his political career after Soros contributed to the BLM movement and funded progressive district attorneys who were soft on crime that Trump began to directly attack him. Just found this to be an interesting tidbit. ProfessorPolitics"
Reddit Link 2025-07-13T22:34Z [--] followers, [--] engagements

"Long December [----] corn deleted u_jackandjillonthehill u_jackandjillonthehill"
Reddit Link 2025-07-14T04:33Z [--] followers, [--] engagements

"Paul Tudor Jones - letter to traders December [--] [----] The key to putting together a good year is to never fall behind early in the year. I can only remember one instance when a trader has been down at mid-year and recovered to have a really good year. At best people claw their way back to even which in itself is only a mental victory. Occasionally someone does turn around spectacularly at year-end but those are few and far between. It is so critical to be disciplined patient and precise in the early going. Similarly it is just as important to press early profits into much more highly"
Reddit Link 2025-07-20T00:47Z [--] followers, [--] engagements

"To understand America today study the zero sum mindset Stephanie Stantcheva argues the political and economic division in the U.S. is driven by zero-sum thinking both among citizens and politicians. Do you agree Are you a zero-sum thinker or a positive-sum thinker ProfessorPolitics ProfessorPolitics"
Reddit Link 2025-07-26T18:51Z [--] followers, [--] engagements

"To understand America today study the zero sum mindset ProfessorFinance ProfessorFinance"
Reddit Link 2025-07-26T18:53Z [--] followers, [--] engagements

"Long Nikkei Ended up taking this trade didnt have time to journal during the week. I have been watching the Nikkei since participating in the enormous run in late 2023-early [----]. We broke [-----] on the Nikkei and finally took out the [----] high but never made any meaningful progress above it. At the time my thesis was predicated on the NISA funds galvanizing the $7 billion in Japanese household savings sitting in deposits moving off the sidelines into the equity markets. The thesis was correct - except those Japanese household savings moved into U.S. and international stocks. The move in"
Reddit Link 2025-07-27T04:59Z [--] followers, [--] engagements

"The value of control I have been thinking about the idea of control at a corporation. In the above video Jack Treynor states his observation is that the value of control is around a 40% premium. This is interesting to me with the rise dual class shares and the big [--] index fund providers as intermediaries voting on behalf of shareholders. I wonder if US markets may eventually develop a discount if this behavior persists. Fewer benefits of control to shareholders more to managers and intermediaries. I wish this were a topic taken more seriously in discussions around financial reform in the U.S."
Reddit Link 2025-07-27T22:41Z [--] followers, [--] engagements

"Short Euro (long dollar) The euro made a high in early July then had a long steady weakening for two and a half weeks following by a sharp correction not quite to previous highs. Then we got the trade deal announcement. I would have thought the deal would be a positive for the Euro. Clarity on tariffs (even if at a higher rate than desired) might lead to a surge in inbound investment. When markets opened on Sunday the Euro was marginally higher. Then the Euro sharply tanked on Monday breaking the low point previously set July 17th. Standard economic theory would dictate that when a deficit"
Reddit Link 2025-07-29T08:54Z [--] followers, [--] engagements

"Dollar index taking off pre FOMC u_jackandjillonthehill u_jackandjillonthehill"
Reddit Link 2025-07-30T13:28Z [--] followers, [--] engagements

"Michael Dell - why low inventory is a competitive advantage ProfessorFinance ProfessorFinance"
Reddit Link 2025-07-31T17:26Z [--] followers, [--] engagements

"CME Fedwatch shows big change in probability of Fed rate cuts by December deleted ProfessorFinance ProfessorFinance"
Reddit Link 2025-08-01T16:49Z [--] followers, [--] engagements

"Thoughts on Yelp Yelp has basically been written off by most investors and the stock has gone nowhere for over [--] years. It has had to contend with competition from Google and Facebook reviews but it still gets about [---] million monthly unique visitors. Its gone through a couple of activist campaigns in recent years. More recently its business has evolved from mostly restaurant and retail reviews to more home services reviews which more directly competes with Angies List. Home services now makes up over 60% of revenue. This video from CNBC [--] years ago sums up the early years up until COVID:"
Reddit Link 2025-08-04T23:45Z [--] followers, [--] engagements

"BLS Survey response rate over time Source: https://www.bls.gov/osmr/response-rates/ ProfessorFinance ProfessorFinance"
Reddit Link 2025-08-06T06:11Z [--] followers, [---] engagements

"Dementia risk continues to decline with each generation (1) The overall declines in prevalence rates for dementia observed during [--------] continued during [--------] at almost the same ratedropping in half every [--] calendar yearswith no slowdown at the end of the observation period. I had originally expected the rate of decline to slow down substantially over the past decade. (2) Each successive birth cohort exhibited systematically lower dementia prevalence rates at each given age than prior birth cohorts. This finding was significant because future age-specific prevalence rates for cohorts"
Reddit Link 2025-08-08T02:29Z [--] followers, [---] engagements

"Consumer prices rise 2.7% annually in July less than expected amid tariff worries ProfessorFinance ProfessorFinance"
Reddit Link 2025-08-12T14:23Z [--] followers, [---] engagements

"Thoughts on Subaru and Mazda Both Subaru and Mazda are trading near cash values at single digit PE ratios. I did a post on Subaru last year(https://www.reddit.com/r/ValueInvesting/s/JSVCnxrCMK). I still like the company a bit more because the brand has a strong following in the U.S. and management is using its cash balance for buybacks. I dont know Mazda quite as well and management hasnt been as aggressive in buybacks but it seems their unit volume in the U.S. has actually been increasing in recent years. Mazda unit volume in the U.S.: 2022: [------] vehicles 2023: [------] vehicles 2024: 424382"
Reddit Link 2025-08-13T23:03Z [--] followers, [--] engagements

"Thoughts on Subaru and Mazda Both Subaru and Mazda are trading near cash values at single digit PE ratios. I did a post on Subaru last year. I still like the company a bit more because the brand has a strong following in the U.S. and management is using its cash balance for buybacks. I dont know Mazda quite as well and management hasnt been as aggressive in buybacks but it seems their unit volume in the U.S. has actually been increasing in recent years. Mazda unit volume in the U.S.: 2022: [------] vehicles 2023: [------] vehicles 2024: [------] vehicles I have been seeing arguments that with the"
Reddit Link 2025-08-13T23:16Z [--] followers, [--] engagements

"What are your thoughts on the Texas Democrats walkout Excerpts: They are in the midst of a red-hot political rebellion: they have left the state to break the legislatures quorum and prevent a new congressional map that would give Republicans an edge in future elections from getting a vote. Their absence has incensedand inspiredthe very people they hoped it would. Greg Abbott Texass Republican governor and Ken Paxton the attorney general are suing to remove some of them from office and Donald Trumps FBI is allegedly trying to hunt them down. Here in Illinois they walk around like royalty"
Reddit Link 2025-08-15T00:08Z [--] followers, [--] engagements

"South Korea shifts toward 'Japan first' diplomacy Excerpts: The underlying theme of Lee's approach has been clear: "Japan first" -- signaling a prioritization of Japan over the U.S. This choice is driven not merely by the difficulty of arranging a summit with Trump but by a deliberate recalibration of Seoul's foreign policy priorities. The July [--] meeting between the top diplomats came as Seoul entered the final stretch of its tariff negotiations with Washington. After roughly six months of crippling political upheaval triggered by former President Yoon Suk Yeol's declaration of martial law"
Reddit Link 2025-08-15T05:44Z [--] followers, [--] engagements

"They did it Now what wallstreetbets wallstreetbets"
Reddit Link 2025-08-15T19:26Z [--] followers, [--] engagements

"Evolution of Fed rate cut probabilities August [--] August [--] August [--] u_jackandjillonthehill u_jackandjillonthehill"
Reddit Link 2025-08-20T18:25Z [--] followers, [--] engagements

"Relative performances of indices Aug 14-21 Nasdaq -3.25% Dow -0.16% Russell [----] -0.88% Dax -0.73% Nikkei -0.48% u_jackandjillonthehill u_jackandjillonthehill"
Reddit Link 2025-08-21T17:39Z [--] followers, [--] engagements

"Big Techs spending boom ProfessorFinance ProfessorFinance"
Reddit Link 2025-08-21T18:02Z [--] followers, [---] engagements

"Asian stocks that buy back stock massively outperform Interesting piece from Cluseaus substack showing that Asian stocks which do buybacks massively outperform Asian stocks which do not. ValueInvesting ValueInvesting"
Reddit Link 2025-08-22T16:42Z [--] followers, [---] engagements

"Speculators the least long coffee since fall of [----] u_jackandjillonthehill u_jackandjillonthehill"
Reddit Link 2025-08-26T08:44Z [--] followers, [--] engagements

"Is This the Start of a U.S.-China Friendship Why all signs are pointing to a breakthrough at the upcoming Trump-Xi summit. By Graham Allison a professor of government at the Harvard Kennedy School. ProfessorGeopolitics ProfessorGeopolitics"
Reddit Link 2025-08-27T08:15Z [--] followers, [--] engagements

"Thinking fast and slow by Daniel Kahneman OptimistsUnite OptimistsUnite"
Reddit Link 2025-08-27T14:26Z [--] followers, [--] engagements

"Prime ministers have a short half life in France ProfessorFinance ProfessorFinance"
Reddit Link 2025-09-06T21:07Z [--] followers, [--] engagements

"Where did Johns money come from From the book: Making Money by Ole Bjerg A book on the philosophy of capitalism. ProfessorFinance ProfessorFinance"
Reddit Link 2025-09-13T04:59Z [--] followers, [--] engagements

"John Malone on the creation of Fox News Source: https://youtu.be/QHF5NyVMhSosi=mcwXT96Qe-2fXfgx ProfessorFinance ProfessorFinance"
Reddit Link 2025-09-16T05:10Z [--] followers, [--] engagements

"Is the market signaling Geopolitical stuff Stocks down bonds flat gold up a lot dollar up oil up - maybe a geopolitical situation unfolding If so what Is this related to the Russia-Moldova news Source: Crowded Market Report https://youtube.com/@crowdedmarketreportsi=xW-Qum8XKUAO1Sa8 ProfessorGeopolitics ProfessorGeopolitics"
Reddit Link 2025-09-28T06:01Z [--] followers, [--] engagements

"Thoughts on the government shutdown Please keep it civil ProfessorPolitics ProfessorPolitics"
Reddit Link 2025-09-30T21:00Z [--] followers, [--] engagements

"Macrons latest pick for prime minister lasts about [--] hours Lecornu has arguably gone down in even more embarrassing circumstances than his two ill-fated predecessors. At least Michel Barnier and Franois Bayrou both presided for a short while over their governments and tabled a few ideas. Lecornu on the other hand named his cabinet late Sunday afternoon and by Monday morning he had lost it. He didn't even get to make his inaugural address to parliament which was planned for Tuesday. His government lasted for precisely [--] hours. Source: https://www.bbc.com/news/articles/c749k11vnzgo"
Reddit Link 2025-10-07T00:02Z [--] followers, [--] engagements

"Dollar index u/jackandjillonthehill u/jackandjillonthehill"
Reddit Link 2025-10-19T08:11Z [--] followers, [--] engagements

"Trump threatens massive increase in tariffs on Chinese goods after latest Chinese rare earth restrictions Markets down by 1-2% on the announcement Link to truth social tweet: https://truthsocial.com/@realDonaldTrump/115350455734003647 China tightens export controls on rare earths: https://www.cnbc.com/2025/10/09/china-expands-rare-earth-export-restrictions-ahead-of-possible-trump-xi-meeting.html ProfessorFinance ProfessorFinance"
Reddit Link 2025-10-10T15:49Z [--] followers, [--] engagements

"Short Nasdaq - Its been a good year u/jackandjillonthehill u/jackandjillonthehill"
Reddit Link 2025-10-10T21:15Z [--] followers, [--] engagements

"Are the U.S. and China in a Cold War ProfessorGeopolitics ProfessorGeopolitics"
Reddit Link 2025-10-17T11:04Z [--] followers, [--] engagements

"China Weighs Raising Billions to Rescue Troubled Financial Firms Economics Economics"
Reddit Link 2022-03-31T17:58Z [----] followers, [--] engagements

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