@VladBastion Avatar @VladBastion Vlad Bastion Research

Vlad Bastion Research posts on X about stocks, tesla, $nvda, microsoft the most. They currently have [------] followers and [----] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence finance stocks technology brands countries automotive brands cryptocurrencies currencies fashion brands luxury brands social networks

Social topic influence stocks, tesla, $nvda, microsoft, meta, palantir, china, $tsla, $googl, $pltr

Top accounts mentioned or mentioned by @kobeissiletter @schuldensuehner @charliebilello @thelonginvest @jonerlichman @gurgavin @dividendology @unusualwhales @brianferoldi @bethkindig @dividenddynasty @europeandgi @macroalf @jimcramer @grok @koyfincharts @garyblack00 @citrini7 @ftrinvestors @longequity

Top assets mentioned Tesla, Inc. (TSLA) NVIDIA Corp. (NVDA) Microsoft Corp. (MSFT) Alphabet Inc Class A (GOOGL) Palantir Technologies Inc. (PLTR) Amazon.com, Inc. (AMZN) Apple, Inc. (AAPL) Metadium (META) Eli Lilly and Company (LLY) Uber Technologies, Inc. (UBER) Costco Wholesale Corporation (COST) Netflix Inc (NFLX) ServiceNow Inc (NOW) Costco Hot Dog (COST) AbbVie Inc (ABBV) Goldman Sachs (GS) AppLovin Corporation (APP) Starbucks Corporation (SBUX) Oracle Corporation (ORCL) Philip Morris International Inc. (PM) Adobe, Inc. (ADBE) Arista Networks Inc (ANET) Exxon Mobil (XOM) Crowdstrike Holdings Inc (CRWD) Intel Corporation (INTC) Advanced Micro Devices (AMD) Broadcom, Inc. (AVGO) Mastercard, Inc. (MA) Super Micro Computer, Inc. Common Stock (SMCI) Micron Technology, Inc. (MU) Now Coin (NOW) Taiwan Semiconductor (TSM) Altria Group Inc (MO) Morgan Stanley (MS) Verizon Communications Inc. (VZ) Novo-Nordisk (NVO) IBM (IBM) Pfizer, Inc. (PFE)

Top Social Posts

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

"Chevron Corporation -10% $CVX"
X Link 2023-05-02T14:44Z [----] followers, [---] engagements

"@JesseLeeDow1 I am planning to add $PLTR to my portfolio of high-risk long-term positions"
X Link 2023-05-25T12:06Z [----] followers, [--] engagements

"If we consider the P/E ratio based on expected earnings in the next [--] months Nvidia $NVDA is not extremely overvalued. The forward P/E of 40x is lower than that of Tesla (49x) $TSLA or Amazon (76x) $AMZN"
X Link 2023-05-25T20:03Z [----] followers, [---] engagements

"@MacroAlf Why does everyone focus on the revenue multiple instead of the expected earnings multiple I agree that Nvidia is quite overvalued but it is a fantastic business in terms of profitability and it is evident that it will experience significant growth in the coming year"
X Link 2023-05-25T20:11Z [----] followers, [--] engagements

"My example will be Texas Instruments $TXN. In [----] they paid a dividend of $1.4 per share which yielded 3%. Now the dividend per share has grown to $5 resulting in a dividend yield of nearly 10% based on the purchase price. In [--] years the dividend will be greater than the cost of purchasing the stock. The main thing is to live long enough. 😂"
X Link 2023-05-25T20:58Z [----] followers, [---] engagements

"@ecommerceshares I have created a scatter plot for this data. Amazon $AMZN is clearly a candidate to be recognized as the most expensive followed by Apple $AAPL in second place. Tesla $TSLA and Nvidia $NVDA are reasonably priced considering their growth rates. However it is important to note"
X Link 2023-05-26T13:25Z [----] followers, [--] engagements

"@arny_trezzi I have created an infographic for Palantir. You might find it interesting. Right now I'm exploring authors related to the $PLTR tag and it's opening up a whole new world of company enthusiasts for me. 😀"
X Link 2023-05-27T20:15Z [----] followers, [--] engagements

"Being an AT&T investor for the past decade is like. $T"
X Link 2023-05-29T10:38Z [----] followers, [---] engagements

"@GunjanJS Robinhood traders have come out of quarantine and headed to the casinos to gamble their money. Gambling company MGM Resorts one of the largest operators on the Las Vegas Strip is showing an impressive revenue growth of 38% this year"
X Link 2023-05-29T19:56Z [----] followers, [----] engagements

"There are [--] trillion-dollar companies in the world now: Apple [---] $AAPL Microsoft [---] $MSFT Saudi Aramco [--] Alphabet [---] $GOOG Amazon [---] $AMZN 🎉Nvidia [----] $NVDA"
X Link 2023-05-30T15:20Z [----] followers, [--] engagements

"Did you know that Nvidia is cheaper than Intel Seriously if you look at the P/E ratio based on the projected earnings for the next [--] months Nvidia's ratio will be lower. Analysts expect explosive profit growth for Nvidia and a further decline for Intel. $NVDA $INTC"
X Link 2023-05-31T09:50Z [----] followers, [----] engagements

"🎉New Chart: Returns of major world currencies in [----] 💸 Argentine Peso continues to decline. The official exchange rate has decreased by a quarter. On the black market the devaluation has reached 50%. The highest-denomination bill in Argentina is now the 2000-peso note worth $4. $ARS 📉 Norwegian Crown is the worst-performing G10 currency so far in [----] mainly due to falling oil and gas prices and a slowdown in central bank rate hikes. $NOK 📉 Turkish Lira is only down by 10% thanks to tens of billions of dollars of utilized currency reserves. After the elections the Turkish currency is"
X Link 2023-06-01T09:44Z [----] followers, [---] engagements

"What report needs to be published for your stocks to show a 35% decline in one day $AAP Auto-parts retailer Advance Auto Parts reported an 85% decline in profits and even more distressingly a negative free cash flow. The company simply doesn't have the cash to pay dividends"
X Link 2023-06-01T13:09Z [----] followers, [--] engagements

"🛰 Bastion's Weekly Observations + Heatmap [--]. Tesla $TSLA stocks were the best performers in the S&P500 index for the week (+11%). The reason for such optimism is unclear as there was no significant positive news. [--]. Advance Auto Parts $AAP investors were shaken by dismal earnings and a significant dividend cut. The company's stocks lost 40% in a week. [--]. Dollar General $DG missed earnings and sales estimates for the latest quarter and lowered its fiscal-year outlook. The stock plummeted by nearly 20% after the announcement. Discount retailers called out the macroeconomic challenges faced by"
X Link 2023-06-02T20:52Z [----] followers, [----] engagements

"It's a great example of how market expectations can change quickly. In just a month analysts' predictions for Nvidia's profits in the next few years have increased by a staggering 70% Those AI chips are like magic. $NVDA"
X Link 2023-06-05T13:41Z [--] followers, [--] engagements

""Casinos will always win more than the players" But this is not the case with Coinbase. Revenue per quarter (in billions of USD): 1Q [----] = [---] 1Q [----] = [---] 1Q [----] = [---] Coinbase burned [--] billion in cash over the last [--] months. $COIN"
X Link 2023-06-07T20:37Z [----] followers, [----] engagements

"Who pays the highest dividends in the USA Dividends paid over the last [--] months ($bn): $MSFT Microsoft 19.4💻 $AAPL Apple 14.9🍎 $XOM Exxon Mobil 14.9⛽ $JPM JPMorgan 12.0💼 $JNJ Johnson & Johnson 11.8👶 $CVX Chevron Corporation 11.1⛽ $VZ Verizon Communications 10.9📡 $ABBV AbbVie 10.2💊 $PFE Pfizer 9.0💉 $PG The Procter & Gamble 8.7🧼"
X Link 2023-06-08T12:14Z 10.5K followers, [----] engagements

"@dividendology I sold $VZ from my dividend portfolio [--] years ago following the news about rising capex due to 5G investments. There is a substantial risk that the only solution to outplay T-Mobile for Verizon is to continue spending at a higher pace to improve its 5G network. My other"
X Link 2023-06-08T18:13Z [----] followers, [--] engagements

"Dividends + growth. Is it possible My screener: - Dividend yield 2% - Expected revenue growth 5% (5-year CAGR) - Dividend growth 7% (5-year CAGR) These [--] companies combine an appropriate dividend yield and growth potential: ☕ $SBUX Starbucks ⚡ $NEE NextEra Energy 🌬 $APD Air Products and Chemicals ⚙ $FAST Fastenal 🌐 $JNPR Juniper Networks $GRMN Garmin Ltd. 🔥 $ATO Atmos Energy Corporation 💰 $PAYX Paychex Inc. 💻 $ADP: Automatic Data Processing 🏭 $JCI Johnson Controls 🍔 $MCD McDonald's 🍽 $SYY Sysco Corporation 🖥 $AVGO Broadcom 🏢 $HON Honeywell International Inc. 🍽 $DRI Darden"
X Link 2023-06-09T13:41Z [----] followers, [----] engagements

"🛰 Bastion's Weekly Observations + Heatmap [--]. Tesla $TSLA has added more than $200 billion to its market valuation in an 11-day run with the shares on pace to tie their longest-ever winning streak. [--]. General Motors $GM said it will adapt its EVs to Tesla's Superchargers"
X Link 2023-06-09T20:37Z [----] followers, [--] engagements

"3. The change in the stock prices of the largest US companies. Investors regain confidence in Tesla's $TSLA long-term success (+14%). Netflix $NFLX is expected to experience a surge in subscriptions due to the ban on password sharing (+5%)"
X Link 2023-06-12T08:59Z [----] followers, [--] engagements

"4. The performance of stocks in each sector of the S&P [---] Warner Bros. Discovery $WBD is the top-performing stock in the index. Software developer $EPAM lowered its revenue forecast for [----] by 7%. The stock is performing poorly"
X Link 2023-06-12T08:59Z [----] followers, [--] engagements

"@StockMKTNewz Caterpillar has an average growth rate an average yield and great dividend safety. $CAT"
X Link 2023-06-14T14:45Z [----] followers, [--] engagements

"🛰 Bastion's Weekly Observations + Heatmap Intel $INTC shares posted their best week since July [----] with a gain of 16.6%. An analyst believes that the chip maker has a substantial opportunity in the field of AI. Oracle $ORCL shares have risen over 50% in [----] marking their"
X Link 2023-06-16T20:21Z [----] followers, [--] engagements

"Intel stocks this week $INTC"
X Link 2023-06-16T20:33Z [----] followers, [--] engagements

"3. The performance of the mega-cap US stocks. $INTC joined the AI party"
X Link 2023-06-19T10:49Z [----] followers, [--] engagements

"AMD was the worst performer among US mega-cap stocks this week. The company led all semiconductor stocks lower. Is the AI-inspired sector boom coming to an end $AMD"
X Link 2023-06-25T08:48Z [----] followers, [--] engagements

"📊Except for healthcare all sectors of the S&P500 index ended the week with a decline in value. The used-car retailer CarMax emerged as the top-performing stock reaching a 9-month high after topping analyst expectations for its latest quarterly earnings. $KMX"
X Link 2023-06-25T14:16Z [----] followers, [---] engagements

"🌎 The performance of the world's largest companies in 2023: - Nvidia and Tesla have been the top-performing stocks among the world's largest companies this year. $TSLA $NVDA - Petrochina has shown surprising growth of 54% achieving the best result among non-US stocks"
X Link 2023-06-28T10:55Z [----] followers, [----] engagements

"@unusual_whales Rumors of $ABNB death are greatly exaggerated"
X Link 2023-07-20T22:37Z [----] followers, [----] engagements

"📬 Investor's brief. Short notes and observations on financial markets and beyond. [--]. A Collapse in Airbnb Revenue Don't be misled by deceptive statistics. $ABNB"
X Link 2023-07-17T13:14Z [----] followers, [---] engagements

"Telecommunication stocks' performance serves as a reminder of the meaninglessness of dividend yield as an indicator for investors. $T $VZ"
X Link 2023-07-18T11:40Z [----] followers, [---] engagements

"Selected sector and thematic ETFs returns in 2023: ⛓Blockchain Technology $BLOK +74% 🍿Meme Stocks $MEME +69% 🚀🔬ARK Innovation $ARKK +66% 🤖Robotics & AI $BOTZ +45% 💻🔌Semiconductors $PSI +42% 🏠🏗Homebuilders $XHB +38% ✈Airlines $JETS +30% 💰👑Dividend Aristocrats"
X Link 2023-07-20T12:37Z [----] followers, [--] engagements

"5. Lockheed Martin $LMT Order backlog is at a record $158 billion. The company revised its [----] sales forecast to approximately $66.5 billion up from $65.5 billion. $LMT expects to generate about $6.2 billion in [----] free cash flow. Stable results from a defensive stock"
X Link 2023-07-22T06:38Z [----] followers, [--] engagements

"6. United Airlines $UAL United Airlines exceeded expectations for the 2Q with revenue of $14.2 billion up 17.1%. Despite operational challenges a surge in travel demand contributed to positive results with the highest volume of revenue passengers since before the pandemic"
X Link 2023-07-21T14:34Z [----] followers, [--] engagements

"7. Las Vegas Sands $LVS A casino and resort company reported Q2 results beating expectations with a net income of $368 million compared to a loss in the same quarter last year. Revenue more than doubled to $2.54 billion. The casino industry is returning to its boom"
X Link 2023-07-21T14:34Z [----] followers, [--] engagements

"@BrianFeroldi Current PEG Ratios based on projected earnings. Most undervalued stocks using this metric: $AMZN 📦Amazon [----] $DIS 🏰 Disney [----] $SCHW 💼Charles Schwab [----] $BA ✈Boeing [----] $INTC 🖥Intel 0.41"
X Link 2023-07-28T00:19Z [----] followers, [----] engagements

"Microsoft $MSFT reported strong quarterly results beating Wall Street estimates for both revenue and profits. [--]. The company's revenue for Q2 was $56.2 billion up 8%. Profits showed a 20% increase from the previous year. [--]. Microsoft's Azure cloud computing business saw 26% growth in the June quarter slightly ahead of Wall Street's forecast. Revenue exceeded estimates in all three of the company's business segments. [--]. The company's overall Microsoft Cloud revenue was $30.3 billion up 21%. It now brings in more than half of the overall company's revenue. [--]. The Productivity and Business"
X Link 2023-07-28T12:19Z [----] followers, [---] engagements

"📊Charts to track current market trends. Weekly Update. [--]. Mega-cap US stocks. Boeing $BA had a solid second quarter with improved deliveries and strong free cash flow generation. Stock is among the best this week"
X Link 2023-07-28T21:36Z [----] followers, [---] engagements

"5. European stocks Spotify $SPOT is the biggest disappointment of the week after a dismal earnings report"
X Link 2023-07-28T21:36Z [----] followers, [--] engagements

"Surprising facts about FX trends over the past [--] years: Mexican peso is by far the best-performing currency in the world appreciating by 32% against the US dollar. Japanese yen has fallen more (-26%) than Ukrainian hryvnia or Russian ruble. It's the worst-performing currency among advanced economies. Argentine Peso and Turkish Lira have lost a whopping 3/4 of their value"
X Link 2023-07-31T10:15Z 12.1K followers, [----] engagements

"The world's largest economies' trends over the last [--] years. [--]. Ireland is the wealthiest country by GDP per capita and is still growing fast. The country's wealth has gained 70% over the last [--] years. However critics say Ireland's GDP is distorted by the accounting maneuvers of large US companies. For example when Apple moved intellectual property assets to its Irish base in [----] it helped to send Ireland's GDP up 25%. It is doubtful that the country's macro indicators can be trusted. [--]. Without taking Ireland into account then Singapore will have the wealthiest economy in the world among"
X Link 2023-08-01T10:57Z [----] followers, [----] engagements

"4. 📊 Thematic and Sector ETFs The Oil & Gas equipment ETF emerged as a top performer. Meme stocks made a strong comeback. Airlines moved in the opposite direction of fuel prices"
X Link 2023-08-01T13:09Z [----] followers, [--] engagements

"5. 🌎 Top Global Stocks (ex-US) Chinese e-commerce stocks such as Alibaba and Pinduoduo saw significant gains and remained in high demand"
X Link 2023-08-01T13:09Z [----] followers, [--] engagements

"Once a year I update my portfolio of 'Les Miserables of Wall Street.' I choose up to ten companies with negative returns over a 1-year period but with good long-term growth forecasts and high-profit margins. I launched this strategy in [----] and it has beaten the market for three years in a row. Here are the 2022/2023 portfolio returns: Meta Platforms $META +81% Netflix $NFLX +79% Align Technology $ALGN +37% Starbucks $SBUX +14% Allegion $ALLE +9% Celanese $CE +7% Skyworks Solutions $SWKS +3% Nike $NKE -6% Charles River Laboratories $CRL -8% Generac $GNRC -43% TOTAL PORTFOLIO +17% Benchmark"
X Link 2023-08-02T09:48Z [----] followers, [----] engagements

"📊 Government 10-Year Bond Yields Comparison [--]. US 10-year yields hit 4.15% the highest level since November [----]. Cyprus Greece and Malaysia now have lower long-term borrowing rates than the US. [--]. There are surprisingly low rates (2.5%) on Thailand and Vietnam bonds. Most likely this is a result of low inflation. [--]. The UK has shown the highest pace of YoY yield growth (+2.53%) among major economies"
X Link 2023-08-03T10:29Z [----] followers, [----] engagements

"Global stock returns since the beginning of COVID Tesla $TSLA +818% NVIDIA $NVDA +662% CATL +285% Eli Lilly $LLY +243% Herms +194% Broadcom $AVGO +182% Novo Nordisk $NVO +172% Apple $AAPL +162% AMD $AMD +147% ASML $ASML +128%"
X Link 2023-08-03T16:43Z [----] followers, [---] engagements

"💉Why is Novo Nordisk's stock outperforming [--]. The stocks of Danish pharmaceutical giant Novo Nordisk have hit a historic high gaining 19% over the past week. [--]. Preliminary research results indicate that the companys best-selling weight loss drug Wegovy may also reduce the risk of heart attacks by 20% compared to a placebo. If these results are confirmed it will pave the way for the inclusion of such treatments in private US insurance programs. [--]. Analysts predict that the market for anti-obesity and diabetes treatment drugs will surpass $120 billion by [----]. Insurance program coverage could"
X Link 2023-08-09T10:06Z [----] followers, [----] engagements

"@JohnArnoldFndtn In reality Apple doesn't have $166 billion in cash. $140 billion is invested in medium-term and long-term corporate bonds MBS and Treasuries"
X Link 2023-08-09T19:32Z [----] followers, [---] engagements

"@investmattallen This is complete misinformation. In reality Apple doesn't have $166 billion in "cash on hand". $140 billion is invested in medium-term and long-term corporate bonds MBS and Treasuries. Moreover Apple has $105 billion in debt. Therefore the net cash is actually negative"
X Link 2023-08-09T19:41Z [----] followers, [--] engagements

"Biggest Companies in the World by Market Cap 🍎Apple: $2799 billion $AAPL 🌐Microsoft: $2402 billion $MSFT ⛽Saudi Aramco: $2138 billion 🔍Alphabet: $1653 billion $GOOGL 🛒Amazon: $1416 billion $AMZN 💻NVIDIA: $1061 billion $NVDA 👤Meta Platforms: $786 billion $META 💼Berkshire Hathaway: $779 billion $BRK.A $BRK.B 🚗Tesla: $774 billion $TSLA 💳Visa: $503 billion $V"
X Link 2023-08-10T10:19Z [----] followers, [----] engagements

"📊 Oil consumption by region in [----] - The US is still the largest oil consumer (19 mln barrels/day). - Turkey Colombia and Philippines have the fastest per annum growth over the last [--] years (+4%). - Japan has the fastest pace of oil demand decline among major economies"
X Link 2023-08-11T09:00Z 12.6K followers, [----] engagements

"While everyone is looking at Nvidia's historical P/S ratio. [--]. Baidu ByteDance Tencent and Alibaba have made orders worth $1bn to acquire about [------] A800 processors from the US chipmaker to be delivered this year [--]. The Chinese groups had also purchased a further $4bn worth of the graphics processing units to be delivered in [----] two people close to Nvidia said. [--]. Two employees with direct knowledge of the matter said ByteDance had already stockpiled at least [-----] Nvidia GPUs to support its ambitions. They added that the company had also ordered almost [-----] A800 chips to be delivered"
X Link 2023-08-15T08:03Z [----] followers, [----] engagements

"📊Largest Dividend Payers in the USA (in $ bln) 💻Microsoft [----] $MSFT 🍏Apple [----] $AAPL ⛽Exxon Mobil Corp.14.9 $XOM 👶Johnson & Johnson12.0 $JNJ 💰JPMorgan [----] $JPM 🛢Chevron [----] $CVX 📞Verizon [----] $VZ 💊AbbVie10.3 $ABBV 💉Pfizer9.0 $PFE 🧴Procter & Gamble [---] $PG"
X Link 2023-08-15T14:51Z [----] followers, [--] engagements

"@gurgavin The China/Hong Kong stock market is among the worst this year. Hopes for an economic recovery after lifting COVID restrictions are clearly not being met"
X Link 2023-08-16T07:56Z [----] followers, [----] engagements

"💸Almost all major world currencies have depreciated against the dollar over the past month. This results from changing expectations in the Fed policy which will maintain high interest rates for longer than anticipated. While everyone has become accustomed to the Argentine peso's depreciation the Swedish krona stands out as one of the worst-performing currencies. Sweden has the highest inflation (9.3%) among Northern and Western European countries. The Riksbank policy rate is just 3.75%"
X Link 2023-08-17T10:25Z [----] followers, [---] engagements

"@LynAldenContact Exxon Mobil $XOM earns $46 billion of free cash flow while they need to pay only $15 billion in dividends. It is a cash machine at oil prices above $70-$80"
X Link 2023-08-17T14:04Z [----] followers, [----] engagements

"@elerianm Here are the best and worst US stocks over the last [--] days. The boom in AI has been replaced by a boom in weight loss drugs"
X Link 2023-08-17T20:41Z [----] followers, 11K engagements

"@gurgavin I've made an infographic with the latest trends in PayPal's $PYPL financial reporting. The Wall Street consensus is confident in the company's revenue growth"
X Link 2023-08-17T20:52Z [----] followers, [----] engagements

"The Magnificent Seven group of technology stocks is looking less magnificent. 1-week returns: ⚡Tesla -11% $TSLA 👤Meta Platforms -6% $META 📦Amazon -4% $AMZN 🍎Apple -1.9% $AAPL 🔍Alphabet (Google) -1.6% $GOOG 🌐Microsoft -1.4% $MSFT . 💻NVIDIA +6% $NVDA It seems like the market is starting to remember that the rates are at a 16-year high"
X Link 2023-08-18T21:08Z [----] followers, [---] engagements

"Did you know that China has a greater debt burden than the US When considering total government corporate and household debt China has a Debt-to-GDP ratio of 297% which is higher than that of the US (256%) or the Euro area (251%). Furthermore China is the only emerging market economy among the top [--] most leveraged economies. The country is an inefficient user of leverage. Despite having a similar debt burden China's GDP per capita is only $12000 whereas Sweden's is $61000 and Switzerland's is $92000"
X Link 2023-08-21T10:25Z [----] followers, 11.1K engagements

"Recent House Price Changes by Country 🏠🌍 Quick overview: 1/ Turkey's real estate market is on fire. Lira fluctuations and an influx of Russian buyers have boosted house prices by over 50% in USD within a year 2/ The Russian real estate market is cooling down mainly due to currency devaluation. 3/ Canada New Zealand and Australia experienced a decline in their housing markets. Countries lost over 10% in value in USD terms marking the most significant year-over-year slide of the 21st century. This correction comes against the backdrop of insanely high prices during the COVID-19 pandemic and"
X Link 2023-08-22T12:04Z [----] followers, 24.6K engagements

"@Schuldensuehner Here is the market consensus for Nvidia's future growth. One might consider the current valuation to be insane but unlike Nikola or Lordstown Motors Nvidia has a long queue of customers lined up next to their door. $NVDA"
X Link 2023-08-23T08:51Z [----] followers, [----] engagements

"Europe remains a weak spot for the global economy. While the Manufacturing PMI inched up in August it's still in the recessionary zone. 📉 Interestingly the industrial sector in Switzerland is experiencing its bleakest sentiment since the 2008-2009 crisis. Just a month ago the weakest indicators were observed in Germany. #macroeconomics"
X Link 2023-08-23T11:39Z [----] followers, [----] engagements

"Tesla's profit margin is expected to experience a significant decrease in the near future. Recently reported gross profit margin: 🔥Ferrari 51% $RACE Porsche 30% Li Auto 21% Toyota 20% VW 20% Honda 19% BMW 19% ❗Tesla 18% $TSLA BYD 16% Stellantis 15% GM 12% $GM Ford 12% $F 😱Lucid -268% $LCID (Barron's)"
X Link 2023-08-23T20:32Z [----] followers, [---] engagements

"📊 Do Interest Rates Justify Valuations [--]. Real interest rates in the US have reached a 10-year record high of 2%. Valuation multipliers are also on the rise. The cyclically adjusted price-to-earnings ratio (CAPE) of the US stock market has grown from 27x at the beginning of the year to 31x. [--]. Many analysts point out the irrationality of the situation. In theory high interest rates compel investors to hold onto conservative instruments like cash and pull out of risky stocks. High real interest rates should decrease market valuation multipliers while low rates should increase them. [--]. What"
X Link 2023-08-24T10:05Z [----] followers, [---] engagements

"@RobinBrooksIIF You don't see this often. The lira has jumped more 6% against the dollar today. The key interest rate is 25% instead of the expected 20%"
X Link 2023-08-24T14:12Z [----] followers, [----] engagements

"@Schuldensuehner Germany is one of the least indebted economies among developed countries. Its total debt-to-GDP ratio is 190% compared to the DM's average of 268%. There is room for fiscal maneuvering in case of a prolonged crisis"
X Link 2023-08-25T08:18Z [----] followers, [----] engagements

"@gurgavin Mastercard's Snapshot of Efficiency+Growth Strategy. The company has excellent scores. $MA"
X Link 2023-08-28T20:20Z [----] followers, [----] engagements

"💸 Vietnamese EV manufacturer VinFast Auto hit a $191 billion market cap entering the global top [--] most valuable companies list. In [----] they had $633.73M in revenue but incurred a loss of $2.1 billion (-300% profit margin). VinFast sold [-----] EVs (mainly in Vietnam) vs Tesla's [------] in the first half of [----]. Seems like a real manipulation. Hindenburg Research time for your report. @HindenburgRes"
X Link 2023-08-29T09:06Z [----] followers, [---] engagements

"@Investingcom Over the past [--] years the yen has fallen more than the Ukrainian hryvnia or the Russian ruble. The country's currency is very sensitive to global interest rate hikes. $JPY"
X Link 2023-08-29T13:42Z [----] followers, [---] engagements

"📊Largest Economies in the World [----] GDP (in Trillions of $ IMF forecast) G7 [----] United States [----] Japan [---] Germany [---] United Kingdom [---] France [---] Italy [---] Canada [---] BRICS [----] China [----] India [---] Brazil [---] Russian Federation [---] South Africa0.4 BRICS+30.8 + Saudi Arabia [---] Argentina [---] United Arab Emirates [---] Egypt0.4 Iran0.4 Ethiopia [---] Top [--] countries Not G7 or BRICS+ Korea [---] Australia [---] Mexico [---] Spain [---] Indonesia [---] Netherlands [---] Trkiye [---] Switzerland [---] Taiwan [---] Poland [---] It's time for G7 to expand to G10 adding Korea Australia and Spain"
X Link 2023-08-30T10:14Z [----] followers, [----] engagements

"Global stock market trends in August [----] Its time to highlight some short-term moves. 👇 1.🌎 World mega-cap stocks Weight-loss drugs are still a trending topic in [----]. Eli Lilly and Novo Nordisk are the best performers among the [---] largest companies. $LLY $NVO"
X Link 2023-08-30T15:30Z [----] followers, [----] engagements

"@Schuldensuehner An updated table with the latest EU inflation numbers"
X Link 2023-08-31T09:30Z [----] followers, [----] engagements

"@DiMartinoBooth It's incorrect to try to explain market movements solely by interest rate changes. Throughout history there have been many instances where markets rose with rising rates and fell when they decreased"
X Link 2023-08-31T13:12Z [----] followers, [--] engagements

"A chart that really impressed me. A quiet and rapid revolution in the car manufacturing market. @GavekalResearch China is forecast this year to become the biggest exporter of cars overtaking Japan. BYD which is also one of the worlds biggest EV battery producers is spearheading a wave of Chinese EV exports to Europe among other regions. FT"
X Link 2023-09-02T13:52Z [----] followers, [----] engagements

"@AlecStapp These guys were one country"
X Link 2023-09-04T15:03Z [----] followers, 31.4K engagements

"🦄 The Most Valuable Startup Companies [--]. 🔥 ByteDance the powerhouse behind TikTok reigns supreme as the world's most valuable unicorn startup boasting a staggering valuation of $225 billion. Remarkably in October [----] ByteDance's value soared to over $400 billion. [--]. 🛰 SpaceX led by the visionary Elon Musk @elonmusk secures the second spot with a remarkable valuation of $137 billion. Witnessing an astronomical surge the space giant's market cap nearly tripled since the close of [----]. [--]. 👗 Shein the online fashion hub successfully raised a remarkable $2 billion in its latest funding round"
X Link 2023-09-05T09:45Z [----] followers, [---] engagements

"📊 Dividend Yield of the Largest US Companies"
X Link 2023-09-05T12:50Z [----] followers, [----] engagements

"@FluentInFinance I created an infographic to track the dividend yield of the largest companies"
X Link 2023-09-05T12:52Z [----] followers, [----] engagements

"The post-COVID travel boom has helped Airbnb increase profitability to historically high levels. It is now a company with a very attractive combination of growth and efficiency metrics. $ABNB"
X Link 2023-09-05T21:01Z [----] followers, 14.3K engagements

"Oil Production* million barrels per day: 🌍Total World [----] 🛢OPEC [----] US [----] Saudi Arabia [----] Russian Federation [----] Canada [---] Iraq [---] China [---] United Arab Emirates [---] Iran [---] 🌍Total Europe [---] Norway [---] United Kingdom [---] India [---] European Union [---] The Energy Institute * Includes crude oil shale oil oil sands condensates and NGLs (natural gas liquids)"
X Link 2023-09-06T11:18Z [----] followers, [----] engagements

"🔍Why is PayPal Performing So Poorly PayPal the global leader in online payments is currently showing a dismal performance. From its peak in [----] its stock has plummeted by a staggering 80% and over the last [--] months PayPal's value has dropped by 32%. 🔹So what's going on Firstly the stock is declining after the incredible surge during the pandemic. Prior to [----] the company was trading at around [--] times its annual earnings but in [----] its price-to-earnings ratio (P/E) skyrocketed to an astonishing 110x. Currently it has adjusted to the US market average 17x. The second factor is the"
X Link 2023-09-07T13:59Z [----] followers, 10.2K engagements

"@KobeissiLetter If Apple starts to lose the Chinese market it would be challenging to justify such valuation multiples"
X Link 2023-09-07T17:20Z [----] followers, [----] engagements

"@chamath 🚀 Mexican peso 🚀"
X Link 2023-09-08T06:37Z [----] followers, [---] engagements

"Trending topic: Mexico became the main exporter of goods to the US surpassing China. Why In [----] the Trump administration imposed tariffs on Chinese goods triggering a trade war between the countries. The pandemic accelerated the trend of decreasing the share of Chinese imports in the US due to supply chain disruptions. Mexico capitalized on this situation becoming the US's largest trading partner for the first time. Exports from Mexico to the US in [----] amounted to $450 billion which is 50% more than in [----]. Almost all the increase in trade is attributed to the categories of Transport"
X Link 2023-09-08T10:20Z [----] followers, [----] engagements

"@vtchakarova Growth forecasts for Poland are also quite good. IMF expectations for GDP growth in Europe for the next [--] years"
X Link 2023-09-09T09:25Z [----] followers, [--] engagements

"@Beth_Kindig Comparing GDP to a company's market capitalization is pointless. GDP measures how much value an economy generates in a year while market capitalization is the present value of the cash flows a company is expected to generate over all its years of existence"
X Link 2023-09-10T08:14Z [----] followers, [---] engagements

"@Beth_Kindig That's why if necessary you can compare companies' annual revenue or profit to GDP but not their market capitalization"
X Link 2023-09-10T08:16Z [----] followers, [--] engagements

"@simpleinvest01 P/E for Apple over [--] years. Irrational optimism or is the market pricing in an option on a new magical product"
X Link 2023-09-10T11:09Z [----] followers, [----] engagements

"📊P/E Ratio based on [----] earnings forecasted by analysts Tesla is valued at [--] times the expected [----] earnings. This is one of the highest ratios for mega-cap stocks. Analysts do not believe in the company's long-term profit growth. Nvidia is less expensive than Chevron ExxonMobil or Lockheed Martin Despite the current high valuation multiples analysts anticipate explosive earnings growth in the future which will justify the current price. It is worth noting that Boeing Disney Meta Netflix Alphabet are cheaper than the market when considering long-term profit growth in their valuation."
X Link 2023-09-11T11:15Z [----] followers, [----] engagements

"@akcakmak Largest Turkish companies by capitalization and their value growth since the beginning of the year in dollars"
X Link 2023-09-11T12:57Z [----] followers, [---] engagements

"📢ARM: Valued at a Whopping 100x Profits Softbank is eyeing the largest IPO in [--] years aiming to list UK chip designer ARM at a valuation of up to $54 billion. Some observations to note: [--]. Last fiscal year ARM's revenue decreased by 1% with just over $500 million in profit. This means they're looking to sell a company with declining revenues at [---] times its annual profits. [--]. Ahead of its IPO ARM forecasts a 6% annual growth in its total addressable market. It's doubtful that the company will show impressive future revenue growth numbers like Nvidia. [--]. Despite the high valuation and modest"
X Link 2023-09-12T12:22Z [----] followers, [----] engagements

"💼Which stock's dividend profile would you like to see"
X Link 2023-09-12T13:51Z [----] followers, [----] engagements

"Apple is in acute need of long-term revenue growth drivers in the coming years. However it seems that the main tool for its increase will be the rising price of the iPhone rather than significant changes in the product lineup. $AAPL #AppleEvent📷"
X Link 2023-09-12T15:28Z [----] followers, [---] engagements

"@DividendTalks $LMT is a must have in a dividend portfolio"
X Link 2023-09-12T15:48Z [----] followers, [---] engagements

"📱 How Many iPhone [--] Pro [---] GB Units Can the Average Monthly Income Buy Worldwide Norway 7.2📱 Switzerland 6.8📱 United States 5.8📱 Germany 4.0📱 Canada 4.0📱 United Arab Emirates 3.7📱 United Kingdom [---] 📱 Japan 3.2📱 China 1📱 Russian"
X Link 2023-09-13T08:22Z [----] followers, [--] engagements

"@WinfieldSmart Current GDP per capita. All growth leaders are still average or below average income economies"
X Link 2023-09-13T11:27Z [----] followers, [----] engagements

"📊US consumer prices rose by 3.7% year on year in August. Inflation was up from 3.2% in July. A slight acceleration is unlikely to affect the policy of the Federal Reserve which is more likely to keep the Funds Rate at the level of 5.25-5.50% until the end of the year. Here are the leaders in price increases and decreases by category according to the Bureau of Labor Statistics:"
X Link 2023-09-13T14:41Z [----] followers, 12.5K engagements

"💸 2020-2021 US IPO Stock Market Returns The IPO boom during the pandemic turned out to be a disappointment for investors. The median return for the largest IPOs of 2020-2021 currently stands at -65%. Out of [--] companies that attracted more than $0.5 billion in IPO deals only [--] have achieved a positive return*: 🚗 Li Auto: +161% $LI Electric vehicle manufacturer; 🏢 Ryan Specialty: +92% $RYAN Insurance company; 🔍 Palantir: +56% $PLTR Data analytics and software; 💻 GLOBALFOUNDRIES: +27% $GFS Semiconductor manufacturing; 🚚 Samsara: +18% $IOT Internet of Things solutions provider; 🏫"
X Link 2023-09-14T10:07Z [----] followers, [----] engagements

"@BrianFeroldi @safalniveshak At IPOs investment banks founders and company executives are the ones who mainly profit. This is typically a disaster for new investors. 😉"
X Link 2023-09-14T11:44Z [----] followers, [---] engagements

"📱I added ARM to my stock analysis terminal. $ARM The charts display analysts' revenue and profit growth consensus forecasts. Despite the decline in revenue in the last financial year expectations remain very high. The consensus points to a 15% average annual revenue growth over the next [--] years. Even with such optimistic expectations ARM is valued at [--] times the [----] operating income in its IPO. This places it among the top 5% of the most expensive companies in the US stock market. Despite its high ratings for growth+efficiency strategy I continue to consider ARM overvalued"
X Link 2023-09-14T13:59Z [----] followers, [----] engagements

"@profplum99 Ray Dalio proved that a hedge fund manager doesn't even need to outperform the market to be a renowned investor. The main thing is to have the right image"
X Link 2023-09-14T15:33Z [----] followers, [---] engagements

"@Dividend_Dollar It's interesting that $KO has an operating margin that's twice as high"
X Link 2023-09-15T15:50Z [----] followers, [---] engagements

"@Riley_Keohen @JeffWeniger I don't see any macroindicators in the post. The author is comparing two charts which is misleading"
X Link 2023-09-16T04:23Z [----] followers, [---] engagements

"👹 Dividend Monsters Dividend monsters are a rare breed of companies that have consistently increased their dividend payouts for over [--] years while also exhibiting impressive growth in both dividends and stock value (10% CAGR over the past [--] years). These steadfast corporations not only provide investors with reliable income but also the potential for capital appreciation. Let's take a closer look. 🏭 Parker-Hannifin $PH Dividend Yield: 1.50% 3-Year Dividend Growth Rate (CAGR): 15.80% 3-Year Total Return (CAGR): 30.70% Parker-Hannifin operates in the industrial sector specializing in motion"
X Link 2023-09-18T12:47Z [----] followers, [----] engagements

"💵What has happened to Dollar General stocks The discount retailer was considered a perfect anti-recession bet by many analysts but this year has brought horrific performance for the company's investors. Dollar General $DG is the worst-performing stock in the MSCI World index this year down by 54%. Higher interest rates persistently high inflation lower tax refunds and the termination of economic stimulus are weighing on consumers. American shoppers especially lower-income households have pulled back on spending. The company stated that it expects current results to be in the range of -8% to"
X Link 2023-09-19T10:26Z [----] followers, [----] engagements

"@Schuldensuehner Among analysts Tesla has traditionally been the black sheep. We don't like to believe in miracles. The proportion of buy recommendations is the lowest among the largest stocks. $TSLA"
X Link 2023-09-19T10:42Z [----] followers, [--] engagements

"@StockMKTNewz Although the Microsoft dividend yield is not high the growth history and payout ratio are excellent. It's a great choice for a dividend growth-oriented portfolio. $MSFT"
X Link 2023-09-19T14:56Z [----] followers, [---] engagements

"Argentina is the best-performing stock market in the world in [----]. MSCI Argentina ETF is off the charts right now adding 36% in value in dollar terms this year. Interestingly the country is suffering its worst economic crisis since [----]. Argentina's economy shrank 4.9% in the second quarter of [----] versus the year-ago period. Inflation tops 116% making it difficult for families to buy enough to eat. Almost 25% of Argentina ETF assets consist of online retailer MercadoLibre $MELI stocks which have shown better than expected revenue. The company has gained 58% in market cap this year after the"
X Link 2023-09-20T10:53Z [----] followers, [---] engagements

"@tradingview Here's what happened with IPOs that took place during the pandemic period"
X Link 2023-09-20T12:31Z [----] followers, [---] engagements

"Think Nvidia Stock Is Too Expensive Look at the analysts' revenue growth forecasts. Nvidia seems to exist in an alternate financial universe. 📊US leaders in expected revenue growth (5-year CAGR): 🎮 NVIDIA +34% $NVDA 💻 ServiceNow +21% $NOW 🚗 Tesla +20% $TSLA 💊 Eli Lilly +16% $LLY 🚗 The Progressive +16% $PGR 🚕 Uber Technologies Inc. +15% $UBER 🏠 Airbnb +14% $ABNB 🤖 Intuitive Surgical +13% $ISRG 🏭 Prologis +13% $PLD 💼 Intuit +13% $INTU"
X Link 2023-09-20T15:10Z [----] followers, [----] engagements

"Experienced investor vs newcomer in the stock market"
X Link 2023-09-20T17:24Z [----] followers, [---] engagements

"I've updated the infographic with companies' financial metrics. Now everything you need to know about a company is on a single dashboard. Example for Apple: You can see that it's a super high-quality business but with relatively slow growth prospects. $AAPL Which company's card would you like to see next"
X Link 2023-09-22T09:45Z [----] followers, [----] engagements

"🚜John Deere Profile Check. How well the company's shares fit into a dividend portfolio Some notes. [--]. John Deere is the world's largest agricultural equipment manufacturer so its revenues hinge on farmers' business activity. [--]. The US Agriculture Department forecasts that"
X Link 2023-09-22T14:12Z [----] followers, [--] engagements

"USA stocks: 1-week return Cisco has agreed to its biggest acquisition ever a $28 billion deal to purchase the US cybersecurity group Splunk. This transaction marks the largest tech deal of the year. Splunk shares rose by 20% over the past week. $SPLK $CSCO There is a strong negative sentiment surrounding EV producers. Tesla Lucid and Rivian have each lost more than 10% in market value over the last week. $TSLA $RIVN $LCID The best performer among my holdings is Amgen. $AMGN. PayPal stocks are at 52-week lows. I'm still considering a stock for my portfolio of the most hated stocks on Wall"
X Link 2023-09-23T12:14Z [----] followers, [----] engagements

"Growth stocks portfolio manager in 2023"
X Link 2023-09-23T20:52Z [----] followers, [---] engagements

"⚛Which sector is currently the most resilient to downturns Nuclear energy stocks. Uranium spot prices are expected to reach $75-$80 per pound by the end of December. Currently they are around $66 per pound the highest since the Fukushima disaster in [----]. Uranium shows"
X Link 2023-09-24T09:20Z [----] followers, [--] engagements

"📡 L3Harris: A Candidate for the Hated Stocks Portfolio #3 Why are the stocks falling L3Harris Technologies the sixth-largest US defense contractor has seen a 20% drop in shares over the past [--] months due to investor disappointment in the defense sector. 📉 Decline in Profits In the most recent quarter there was a 26% fall in net profit which has unnerved investors. This decline can be attributed to rising costs and US military expenditures growing at a minimal rate barely surpassing inflation. 🚀 Reasons for Optimism This year's acquisition of Aerojet Rocketdyne for $4.7 billion is a"
X Link 2023-09-25T11:17Z 10.7K followers, [----] engagements

"@BrianFeroldi "Used to be great but no longer" are: Verizon 8.0% AT&T 7.3% Philip Morris 5.5% Pfizer 5.0% IBM 4.5%"
X Link 2023-09-25T12:16Z [----] followers, [----] engagements

"@DividendDynasty Today's pick"
X Link 2023-09-25T12:18Z [----] followers, [---] engagements

"@Quartr_App Hasbro profile check $HAS Unfortunately aside from the high dividend yield there is no sense in purchasing the stocks. The business growth rate is low the debt load is high and the margin has gone into the negative"
X Link 2023-09-25T12:37Z [----] followers, [----] engagements

"📊 US Mega-cap Stocks: Free Cash Flow Yield Selected companies 📞 AT&T 16.9% $T 🚬 Altria Group 11.4% $MO ⛽ Exxon Mobil 10.1% $XOM ✈ Boeing 6.6% $BA 🍎 Apple 3.7% $AAPL 🌐 Meta Platforms 3.1% $META 🖥 Microsoft 2.5% $MSFT 🎮 NVIDIA 1.0% $NVDA 🚗 Tesla 0.8% $TSLA 📦 Amazon 0.2% $AMZN 💾 Intel -11.7% $INTC"
X Link 2023-09-25T15:21Z [----] followers, [----] engagements

"@dividendhike Here are these companies with dividend yields and dividend growth rates"
X Link 2023-09-25T15:24Z [----] followers, [----] engagements

"@Schuldensuehner Long-term bonds are the worst-performing ETF among the largest ETFs over the past [--] years"
X Link 2023-09-25T18:42Z [----] followers, [--] engagements

"@European_DGI @DividendDynasty I am currently working on an infographic that will enable displaying stock ratings based on various parameters. Let's see what score European companies will receive. Demo:"
X Link 2023-09-27T10:12Z [----] followers, [---] engagements

"@KoyfinCharts Free cash flow yield by company"
X Link 2023-09-27T18:33Z [----] followers, [---] engagements

"📊🌍 World Inflation Dashboard German inflation has hit its lowest level since Russia's invasion of Ukraine with prices rising by just 4.5% in September [----]. In the previous month inflation stood at 6.1%. The dynamics of this indicator are crucial for assessing the European Central Bank's (ECB) actions. Inflation below expectations increases the likelihood of a pause in interest rate hikes which in turn puts pressure on the EUR/USD exchange rate. $EUR"
X Link 2023-09-28T14:27Z [----] followers, [---] engagements

"I reviewed the latest trends in Hershey's financial reports. While revenue growth has noticeably slowed down it's impossible not to mention the improvement in profitability. The ability to maintain margins regardless of inflationary trends is an excellent competitive advantage"
X Link 2023-09-28T14:40Z [----] followers, [----] engagements

"🦄 The 15-Stock Diversification Myth One of the most dangerous investment chestnuts is the idea that you can successfully diversify your portfolio with a relatively small number of stocks the magic number usually being about [--]. To be blunt if you think that you can do an adequate job of minimizing portfolio risk with [--] or [--] stocks then you are imperiling your financial future and the future of those who depend on you. The reason is simple: There are critically important dimensions of portfolio risk beyond standard deviation. The most important is so-called Terminal Wealth Dispersion (TWD)."
X Link 2023-09-28T20:13Z [----] followers, [----] engagements

"@QuantOfAsia Yes I agree. In his experiment Bernstein randomly selected stocks for portfolios. If you make choices based on fundamentally justified filters (for example the top [--] by market cap) then the TWD will not be higher than that of the S&P 500"
X Link 2023-09-29T05:25Z [----] followers, [--] engagements

"The UBS data displays quarterly change multiplied by [--] (annualized) which can be somewhat misleading. Here is the data for real estate prices in year-over-year changes recalculated in US dollars. However my data source currently provides information only for the first quarter of 2023"
X Link 2023-09-29T08:40Z [----] followers, [---] engagements

"Global trends in real estate prices in dollars"
X Link 2023-09-29T08:43Z [----] followers, [---] engagements

"Global stock market trends in September [----] 📈🌍 It's time to highlight some short-term moves. [--]. 🌎 World stocks Sea Ltd. gained 17% after Indonesia introduced sweeping regulations that will curb TikTok's efforts in Southeast Asia's biggest e-commerce arena"
X Link 2023-09-29T15:33Z [----] followers, [----] engagements

"5. 📊 Country ETFs MSCI Turkey index has hit highs not seen since April [----]. The boom in Turkey continues"
X Link 2023-09-29T15:33Z [----] followers, [--] engagements

"6. 💵 FOREX The Polish central bank reduced the interest rate by 0.75% leading to a decline in the Polish zloty"
X Link 2023-09-29T15:33Z [----] followers, [----] engagements

"Very low interest rates appear to have been the calm before the storm. In the early Neo-Babylonian period (700-630 BC) rates on silver loans fell to a low of [----] per cent. By early fifth century BC after Babylonia fell to the Persians they spiked above [--] per cent. In similar fashion interest rates in eighteenth-century Holland reached a nadir shortly before the Dutch Republic was overrun by Revolutionary France. Given the extraordinarily low interest rates of the early twenty-first century this is not a comforting thought"
X Link 2023-09-29T17:36Z [----] followers, 18.6K engagements

"🚆Technologies win investors lose money. A new successful railroad technology changed the economy and the world but turned out to be a catastrophic investment for investors. The railroad stock bubble in the UK burst in the 1840s after Bank of England raised interest rates. The sector index never returned to historical highs. A new successful technology investor profit Graph from the book 'Engines That Move Markets'"
X Link 2023-09-30T08:48Z [----] followers, [----] engagements

"🏭Momentum investors take note: Jabil's Growth $JBL The American manufacturing company Jabil has seen significant gains over the past week (+18%) pushing its market capitalization to $16 billion. The company is now forecasting a 20% revenue growth in the next year in the Industrial and Auto segments. Jabil manufactures EV Charging Solutions Vision Systems Traction Motor Drive Electronics and more. Among its key clients are Tesla Ford and John Deere. Earlier in August Jabil reached an agreement with BYD to divest its Mobility business to the Chinese automaker's electronics unit in a cash"
X Link 2023-09-30T14:12Z [----] followers, [---] engagements

"When you tell everyone that you're a long-term investor but you get caught up in short-term speculation"
X Link 2023-09-30T20:43Z [----] followers, [---] engagements

"@gurgavin Japanese stocks are rising like they're on steroids"
X Link 2023-10-02T04:11Z [----] followers, [----] engagements

"📊Only [--] out of the S&P [---] stocks have a dividend yield higher than that of the six-month Treasury bill. Six-month Treasury bill is 5.55%"
X Link 2023-10-02T11:29Z [----] followers, [----] engagements

"📊Total Returns of the Largest ETFs over [--] Years"
X Link 2023-10-02T17:50Z [----] followers, [---] engagements

"@Schuldensuehner 🚩NextEra Energy burns $15 billion in cash every year. Financing such a business model with rising interest rates is impossible. $NEE"
X Link 2023-10-03T04:03Z [----] followers, [----] engagements

"🌿The Greta Thunberg trade has failed. A few years ago traders joked that the Greta Thunberg trade was a long ETF in alternative energy and a short in oil and gas producers. However reality has proven harsh for such a strategy. Over the past three years The Energy Sector ETF $XLE has yielded a return of 250% including dividends while the Global Clean Energy ETF $ICLN has lost 26% of its value. Who would have thought it"
X Link 2023-10-03T10:19Z [----] followers, [----] engagements

"📊The higher the dividend yield of stocks the lower the return I conducted a small study and took stocks of the largest companies in [----] dividing them into [--] groups based on dividend yield. What returns did the portfolios generate Stocks with the highest yield showed the worst results. Even accounting for dividends they provided investors with an average annual return of 4.6% which is nearly three times lower than the market average. Among dividend-paying companies the highest return was found in the 5th group those companies with an average dividend yield. Finally the best results were"
X Link 2023-10-03T13:47Z [----] followers, [----] engagements

"@charliebilello Currency rate changes in 2023"
X Link 2023-10-04T03:45Z [----] followers, [----] engagements

"@gurgavin The zoty was the worst-performing currency after the decision to lower interest rates in September"
X Link 2023-10-04T13:48Z [----] followers, [----] engagements

"🚗Who Dominates the Global EV Market Tesla vs. BYD In [----] both Tesla and BYD are projected to produce roughly [---] million electric cars each according to the Wall Street Journal. This production rate is 3-4 times more than that of their nearest competitors. BYD has a strong presence in China accounting for about 80% of its total car sales and claiming 40% of China's electric car market share. In contrast Tesla holds a market share of around 10% in China. On the global stage Tesla is the dominant force particularly in Europe and the US where it enjoys market shares of 15% and 50%"
X Link 2023-10-05T12:12Z [----] followers, [----] engagements

"💸 What's behind the decline in green energy stocks Rising interest rates are particularly affecting renewable businesses causing industry leaders to experience significant drops in their value recently. Wind and solar companies heavily rely on the debt market. They take out large loans to build projects and gradually settle these debts using revenues from the energy sold to consumers. High borrowing costs mean extended repayment durations potentially reducing returns for stakeholders. $FSLR $ED $ENPH $SEDG"
X Link 2023-10-06T12:18Z [----] followers, [---] engagements

"📊 S&P500 Dividend Aristocrats: Dividend Strategy Leaders $CVX 🛢Chevron [---] $BEN 💼Franklin Resources [---] $XOM ⛽Exxon Mobil [---] $TROW 💼T. Rowe Price Group [---] $PG 🧼The Procter & Gamble [---] $LOW 🛠Lowe's [---] $ADP 💼ADP [---] $GPC 🚗Genuine Parts [---] $WST 💊West Pharmaceutical [---] $CAH 💊Cardinal Health 6.3"
X Link 2023-10-06T14:30Z 12.6K followers, [---] engagements

"🚗The electric vehicle manufacturer Rivian was the worst performer in the US market over the past week (-20%). The company intended to produce a high-end pickup truck priced at $80000. However demand for the model was significantly below expectations. Rivian's factory is operating at only a third of its potential capacity and the company is selling each vehicle at a loss of $33000. Last week the company announced plans to issue convertible green bonds worth $1.5 billion. Rivian currently burns about $1 billion per quarter"
X Link 2023-10-09T03:01Z [----] followers, [---] engagements

"@Schuldensuehner General Government Debt as a % of GDP by country Note that among the largest European countries Denmark has the strictest public debt culture"
X Link 2023-10-17T07:35Z [----] followers, 10.2K engagements

"@Schuldensuehner 📊In this table you can compare the forward P/E ratios of the largest companies in the USA"
X Link 2023-10-18T14:10Z [----] followers, [----] engagements

"@INArteCarloDoss It's interesting that the countries of the Commonwealth of Nations have the worst sentiment in the real estate market"
X Link 2023-10-20T10:03Z [----] followers, [----] engagements

"☀ Solar stocks continue to disappoint. Solar industry majors Enphase and SolarEdge dropped 20% and 31% this week respectively. SolarEdge's CEO cited 'substantial unexpected cancellations and pushouts' of existing backlogs from the companys European distributors. The solar sector is struggling this year as rising interest rates are affecting the financing for solar installations"
X Link 2023-10-21T16:57Z [----] followers, [---] engagements

"The Euro area manufacturing PMI fell to [----] from [----] marking its 16th consecutive month below [--] and reaching its lowest point since May [----]. According to the index compiled by S&P Global Germany and Austria have the lowest business activity levels. It appears that things are going from bad to worse"
X Link 2023-10-24T08:39Z [----] followers, [---] engagements

"Alphabet posts 11% revenue growth for Q3 [----] the fastest pace since Q2 [----]. Despite decent results shares drop by 10%. Analysts express disappointment in the growth pace of the Cloud Business which lags behind Microsoft's growth rate"
X Link 2023-10-25T20:45Z [----] followers, [---] engagements

"@Schuldensuehner P/E Forward for the largest US companies Magnificent [--] 🚗 $TSLA Tesla [--] 📦 $AMZN Amazon [--] 🎮 $NVDA NVIDIA [--] 🖥 $MSFT Microsoft [--]. 🍎 $AAPL Apple [--] 🌍 $GOOGL Alphabet [--] 🌐 $META Meta 23"
X Link 2023-10-26T10:58Z [----] followers, [----] engagements

"Inflation monitor [--]. Deflation in the Netherlands. Prices dropped 0.4% in October. [--]. Hungary's inflation rate is at 12.20% compared to 14.20% last month. It's the highest among major European countries. [--]. Euro area inflation is now 2.9% below Japan's. However key interest rates are 4-4.5% compared to 0% in Japan. The EUR/USD is set to rise further"
X Link 2023-10-31T10:30Z [----] followers, [---] engagements

"💊G in GRANOLAS*: GSK. 1-minute stock analysis The UK-based pharmaceutical company boasts $35B in revenues. The company has moderate growth with an expected 4-5% annual growth rate until [----]. The drug pipeline leaves much to be desired. Like other established pharma companies GSK has decent margin numbers (EBIT Margin 28%). However the absence of growth is a real concern. The company has almost the same operating profit as it did [--] years ago. The current dividend yield (3.8%) is twice as high as the market average. In [----] GlaxoSmithKline announced a dividend cut after the spinoff of its"
X Link 2023-11-01T17:06Z 10.9K followers, [---] engagements

"🏢Global Real Estate Market Pulse Global central banks are winning the battle against rising real estate prices. On average real prices worldwide are falling by 5% in [----] (adjusted for inflation). Interestingly Southern Europe looks much better than the North. Property prices in Turkey Greece and Portugal continue to rise. In Spain they hardly decline. For comparison in Germany there is a 15% real decrease Would you like to see more statistics on the global real estate market"
X Link 2023-11-02T14:57Z [----] followers, [---] engagements

"🚀The increase in property rental prices in Turkey y/y. The beginning of Russia's invasion and the start of mobilization in the Russian Federation are very clearly visible on the chart"
X Link 2023-11-02T15:25Z [----] followers, [---] engagements

"Financial Market Snapshot For Investors. [----] Returns. [--]. US Stock Market AI mania has allowed Nvidia to retain leadership in the US stock market with a +219% gain. The "boring" Meta has made it into the top 10"
X Link 2023-11-06T16:54Z [----] followers, [---] engagements

"4.📊 Thematic ETFs In [----] many investment banks listed solar energy stocks as some of the most promising assets for future investment. However solar stocks have shown a second year of poor returns since then"
X Link 2023-11-06T16:54Z [----] followers, [---] engagements

"5. 💵 Currencies Latin American currencies have shown outstanding performance in [----]. The Colombian peso is leading the way"
X Link 2023-11-06T16:54Z [----] followers, [---] engagements

"@KobeissiLetter In an era of high rates unprofitable companies will face great difficulties. $HOOD"
X Link 2023-11-08T16:12Z [----] followers, [----] engagements

"@charliebilello I would highlight the excellent growth of Amazon's margin in the last quarters. Earnings are strong. $AMZN"
X Link 2023-11-11T15:05Z [----] followers, [---] engagements

"👀 Moody's turns negative on US credit rating. Is it important Credit rating agency Moody's lowered its outlook on the U.S. credit rating to "negative" from "stable" citing large fiscal deficits and a decline in debt affordability. Moody's is the last of the three major rating agencies to maintain a top rating for the U.S. government. Fitch changed its rating from triple-A to AA+ in August joining S&P which has had an AA+ rating since [----]. For financial markets the loss of the highest rating for the U.S. from all three leading agencies would be more of a symbolic event than a real shock."
X Link 2023-11-13T13:38Z [----] followers, [----] engagements

"@Schuldensuehner Can analysts predict changes in yields Out of curiosity I looked at the relationship between analysts' forecasts for 10-year U.S. bond yields over the next [--] months and the actual change (2003-2023). Interestingly there is indeed a correlation but it is quite weak"
X Link 2023-11-14T12:01Z [----] followers, [---] engagements

"@KobeissiLetter What is rising and what is falling in prices in the USA"
X Link 2023-11-17T13:50Z [----] followers, [----] engagements

"US Stocks Weekly Returns 🔼 Strong Buy Impulse (Price Increase + [--] Week High) ☁ Cloudflare ✈ Expedia Group 📺 Roku 🖥 Intel 🔽 Strong Sell Impulse (Price Decrease + 52-Week Low) 🌐 Cisco Systems 🛁 Bath & Body Works 🔬 Illumina 🛒 Kroger"
X Link 2023-11-19T20:12Z [----] followers, [---] engagements

"Why are Bayer stocks plunging A Profile Check In [----] Bayer said that it would spend up to $10.9 billion to settle Roundup weedkiller litigation including current and future claims. The company has faced [------] claims from users who attribute their cancer to the weedkiller. Litigation costs have an enormous effect on the company's results. S&P has estimated that Bayer will spend $3 billion on litigation overall this year. The company has experienced negative free cash flow over the past month. Roundup cases have continued to go to trial in various US courts. Bayer is striving for new growth"
X Link 2023-11-20T10:55Z [----] followers, [----] engagements

"🔥Argentine stock market grew by 16% in dollars following the election of Javier Milei. The country's largest oil and gas company YPF outperformed the market with a growth of 68%. President-elect Javier Milei had previously promised to privatize state-controlled companies such as YPF. The example of YPF is indicative of how much hope investors are placing in Milei's rise to power. The company owns the world's second-largest shale oil and gas field Vaca Muerta. However due to the incredible inefficiency of management it has been unable to attract investments for the full development of the"
X Link 2023-11-25T19:58Z [----] followers, [----] engagements

"@dollarsanddata @mcuban Sounds impressive but this means an annual growth of only 11.52%. The power of compound interest"
X Link 2023-11-29T15:41Z [----] followers, [---] engagements

"The U.S. stock market today NetApp is up by 15% following raised forecasts for cloud service demand. The company whose clients include Amazon Web Services Google Cloud and Microsoft Azure helps businesses improve the efficiency of their data storage infrastructure. The consensus forecast expects the company's profits to grow by 50% over the next three years. Currently the company is valued at just [--] times its annual earnings. This appears to be a good candidate for a 'growth at a reasonable price' strategy portfolio"
X Link 2023-11-29T15:54Z [----] followers, [---] engagements

"@Schuldensuehner The current heavyweights are considered 'heavyweights' precisely because they grew faster than the market for the past [--] years. If they hadn't outperformed the market they wouldn't be 'heavyweights'"
X Link 2023-12-06T12:31Z [----] followers, [---] engagements

"Financial Market Returns in [----] [--]. US Stocks"
X Link 2023-12-30T11:59Z [----] followers, [----] engagements

"2. 🌎Country ETFs"
X Link 2023-12-30T12:00Z [----] followers, [----] engagements

"3. 📊Thematic ETFs"
X Link 2023-12-30T12:00Z [----] followers, [---] engagements

"4. European stocks"
X Link 2023-12-30T12:00Z [----] followers, [---] engagements

"5. 💱Currencies"
X Link 2023-12-30T12:00Z [--] followers, [--] engagements

"@unusual_whales 🏠 Real estate price trends by country. In Germany house prices have seen their most significant decline since [----]. Slowly but surely high interest rates are deflating the long-standing bubble of the European real estate market"
X Link 2024-01-12T16:30Z [----] followers, [----] engagements

"🚢 Container shipping in the Red Sea has fallen by nearly 50% since the start of the blockade by the Houthis. What are the consequences for the global economy Normally 12% of global trade by volume and 30% of global container traffic passes through the Red Sea. After the blockade most goods from Asia to Europe are now rerouted via the Cape of Good Hope in South Africa. The main consequences are temporary delays in the delivery of goods and components (already announced by Tesla and IKEA) and an increase in freight costs. While some analysts speak of a potential crisis in global trade there is"
X Link 2024-01-13T18:09Z [----] followers, [---] engagements

"Microsoft this week surpassed Apple in market capitalization and once again became the world's most valuable company. 👇Updated dashboard with the company's profile. What do you think $MSFT"
X Link 2024-01-14T19:07Z [----] followers, [----] engagements

"When they say that the prices for container transportation have doubled it is important to see the full picture. Relative to the pandemic peaks transportation prices are still 75% lower. The situation with the blockade of the Red Sea is being presented as more grim than it actually is"
X Link 2024-01-15T11:14Z [----] followers, [----] engagements

"🎉New Dashboard: Forward P/E for All Companies in the S&P [---] Index. According to this metric United Airlines $UAL is currently the cheapest stock on the market with a P/E ratio of 4.1"
X Link 2024-01-16T11:01Z [----] followers, [----] engagements

"@Schuldensuehner Chinese stocks are the worst in terms of returns for the last [--] years. I remember analysts who recommended buying Alibaba after the stock fell due to Jack Ma's speech. As it turned out the grim trend became long-term"
X Link 2024-01-16T22:05Z [----] followers, [----] engagements

"@Beth_Kindig Interestingly despite the growth of its stocks Nvidia is valued at only [--] times its expected earnings for [----]. While this is slightly more expensive than the market such a valuation cannot be called astronomical. $NVDA"
X Link 2024-01-17T16:54Z [----] followers, [---] engagements

"@Schuldensuehner And he knows what he's talking about. Socialistic experiments have cost the Argentinians dearly"
X Link 2024-01-17T19:41Z [----] followers, [----] engagements

"🚢 Royal Caribbean has launched the world's largest cruise ship the Icon of the Seas. It is six times larger than the Titanic in size. The ship can accommodate [----] passengers and features [--] restaurants [--] full-size swimming pools a golf course and a park. The vessel costing $2 billion was built in Finland and took less than [--] years to construct. This symbolic event signifies that the crisis in the cruise liner sector has been more than just overcome. The industry now appears stronger than before COVID. It is expected that next year companies in the sector will transport [--] million passengers"
X Link 2024-01-18T11:19Z [----] followers, [----] engagements

"@garyblack00 Tesla profile check. Due to attempts to capture a larger market share Tesla will have to endure a noticeable decrease in profitability. With a P/E ratio at [--] the stocks are expected to perform poorly. $TSLA"
X Link 2024-01-19T04:52Z [----] followers, [---] engagements

"🔥 Investors' attention is riveted on Nvidia but there is another less noticeable winner of the AI technology boom in the market. Super Micro Computer has become the best stock in the American market this week. The server manufacturer gave a forecast for a 70% revenue growth for the financial quarter. The increased demand for cloud computing is stimulating the need for powerful server solutions contributing to the $SMCI stock boom"
X Link 2024-01-19T21:50Z [----] followers, [---] engagements

"@TaviCosta 📊A comprehensive list of sectoral and sub-sectoral ETF funds by returns over [--] years. Apart from technology stocks stellar growth was also seen in the uranium sector stocks and homebuilders"
X Link 2024-01-20T10:52Z [----] followers, [----] engagements

"@aj_invests @dollarsanddata 🤷1995-1996 was a similar combination of factors. 1987-1988 as well"
X Link 2024-01-20T19:40Z [----] followers, [--] engagements

"🌏 Do you know that most country ETFs on stocks have lost value over [--] years Surprisingly the best-performing ETFs were those on Argentina followed by Denmark and the USA. Many write about the poor performance of China over the past [--] years however there are more than a dozen countries where the results were even worse"
X Link 2024-01-22T09:16Z [----] followers, [----] engagements

"🌾 $ADM Profile Check: Commodities trader benefitted from rising agricultural commodity prices post-Russia's invasion of Ukraine in [----]. Since April [----] grain prices plummeted nearly threefold adversely impacting ADM's performance. Valued cheaply. But how can one now trust the profit indicators in the financial statements"
X Link 2024-01-22T17:00Z [----] followers, [----] engagements

"📉 Archer Daniels Midland's stock dropped about 24% on Monday. The global agri-commodity giant placed its CFO on leave and delayed its quarterly earnings announcement due to an investigation into the accounting practices. Details are scarce. ADM stated that the investigation centers on its nutrition business its smallest unit. So It's quite likely that this shouldn't change the [----] EPS outlook. However I'm not considering it as a candidate for the stock portfolio. $ADM"
X Link 2024-01-22T23:01Z [----] followers, [---] engagements

"Denmark is currently the most expensive market in the world (thanks to Novo Nordisk $NVO). The country's companies' forward P/E ratio is 23x. Following Denmark are: Argentina [--] New Zealand [--] India [--] USA 20"
X Link 2024-01-23T12:37Z [----] followers, 23.8K engagements

"📺 Netflix Profile Check. Back to Double-Digit Growth + Restoration of Efficiency. After two years of slow growth the company is returning to strong results. Revenue growth over the next three years is expected to be at a 12% (CAGR). The company ranks in the top 20% of the market in this metric. [----] proved to be a highly successful year. Netflix ended the year with [---] million subscribers up almost 13% from a year earlier. Netflix beat its streaming rival Apple in the studio race for the most Oscar nominations scoring [--] including one for Best Picture for "Maestro." The company is looking"
X Link 2024-01-24T11:11Z [----] followers, [----] engagements

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