https://finance.yahoo.com/technology/ai/articles/palantir-jumped-7-7-expanded-123838463.html $PLTR "AI's greatest opportunity isn't in isolated use cases — it's in fundamentally changing how enterprises operate," Patrick Pugh, Global Alliances & Ecosystem Leader at PwC US, said in a statement announcing the collaboration. "By bringing together PwC's business transformation and industry experience with Palantir's technology, we're helping clients transform critical operations, make better decisions and deliver measurable results."
I took the hard decision to sell my beloved $RKLB and reallocate into $PL. Not because I think $RKLB isn’t executing or because I’ve lost confidence, it’s actually quite the opposite!! $RKLB remains one of the companies I’m most bullish on in the space industry and the CEO is the greatest of all time. It’s just no longer the best fit for my investment thesis as the industry evolves and my investing strategy being to allocate big where I have the most conviction, so having $RKLB at less than 10% of my portfolio did not make sense for my strategy. I do keep one symbolic $RKLB share in my RRSP bought at $3.72 because it’s where everything started when I started my investing journey 3 years ago. The focus for space companies now is tilted towards "space applications", like $RKLB acquiring $IRDM for $8 billion to get connectivity into their inventory, satellites monitoring agriculture, $PL providing real-time satellite imagery, etc. Among these applications, I see a lot of potential in the development of AI infrastructure in space over the next few years and I believe Planet Labs is positioned to benefit from this. My thesis is that $PL sits at the intersection of satellite infrastructure, Earth observation and AI for both on Earth and potentially in space. $PL isn’t an in-space data centre company today but it is already a pioneer! Planet is $GOOGL’s partner on Project Suncatcher, an initiative exploring the deployment of Google’s Tensor Processing Units (TPUs) in orbit to scale AI compute in space. The first two prototype satellites are expected to launch in early 2027, for an envisioned constellation of 81 satellites. Some benefits of data centres in orbit is that you have unlimited and free power and you do not need water to cool as heat gets radiated out of the satellite into space. It’s essentially a low-latency connectivity satellite like Starlink, but instead of beaming Internet it beams AI results back on Earth. Planet has also been a pioneer in Earth observation and is now rapidly adding AI into its satellite imagery platform. The company has partnered with Anthropic to incorporate Claude to help customers turn raw satellite imagery into actionable insights more efficiently. According to a Bloomberg report from last week, $PL is also in discussions to provide satellite-imaging services to help monitor data-centre construction as it expands beyond its defense/government market. In August, $PL renewed a contract with an undisclosed hyperscaler AI developer to monitor data-centre and semiconductor manufacturing construction globally. Its Pelican high-resolution imagery is being used to track construction milestones at these facilities. I like to see how $PL has been diversifying their revenue lately. I would not be surprised to see an acquisition very soon given they have now $860M in cash following their ATM offering. For FY2027, ending January 31, 2027, Planet expects revenue of $430–441M (+41% YoY) and adjusted EBITDA of $3–10M (-50% YoY) Have a great long weekend!! read more
I am currently 47 years old. Unfortunately in that time frame I have lost a lot of family members. Some (most) were accidents, some to age, some to cancer, and one to suicide. That’s 11 deaths total. Only 1 person out of 11 had a will. When you are grieving the last thing you want to do is close an estate up. It’s even harder if nothing has been prepared in advance. After the initial shock of the death settles (the phase where everyone is usually nice), greed comes through in a most alarming manner. I’ve watched people turn into monsters. Make sure you have a will!!!! or people will fight.  I know most people hate thinking about their death or their spouses death but honestly it’s just a fact of life. I’ve personally been the executor of 2 estates now. This is my advice: 1. If your young get life insurance. If you’re retired it’s not worth it. 2. Make sure you have a will. 3. Make sure you have a personal directive. 4. Make sure you have a power of attorney set up. 5. If your married make your spouse the beneficiary of your TFSA and RRSP(has to be done through the account not the will), they will roll into the spouses account without taxation. 6. If you’re married, and you own a house, make sure both names are on the title, joint tenant, NOT tenant in common. This activates right of survivorship on property and doesn’t have to go through the estate. 7. If you’re married, both people should have their name on all the vehicles, joint, otherwise it’s a headache after death. 8. Buy a file folding system. I have a plastic one that has a clasp and handle. 9. Put EVERYTHING in this file folder that would be needed if you died tomorrow. a) all land titles B) information on house insurance so it can either be eventually canceled or name changed over. C) your will (or the location of your will),  power of attorney, and personal directive D) the information for your car, car insurance, and registration on vehicles. E) information on life insurance. F) all current year papers needed for filing your taxes. Because the survivor will have to do it and will need that information. G) where your household bills are. ALL OF THEM, electricity, gas, Netflix, magazine, subscriptions everything you can think of that is in their name. Because you are going to have to cancel them. H) their credit card information where to contact to cancel the cards I) birth certificate, SIN numbers, marriage, license, etc. J) information on all your investments accounts, bank accounts, etc. K) anything else you can think of for your situation If you’re married, I’d have one box per person. When you die, the funeral home will issue many death certificates. And your lawyer will give you copies of the will. These will be needed to change over any accounts. Everything else goes through the estate which is taxed and the lawyers take their fees so I’d avoid this as much as possible especially if you’re married. This is why having property in both people‘s names is so important because it doesn’t have to go through probate. I am widowed now and I have my black file folder and my two remaining children know if something happens to me, all they have to do is grab the folder. Everything they need to take care of my estate will be located in this folder. At the beginning of every year, I open this file up and go through everything to make sure it’s up-to-date. If you are young and do not own much or can’t afford a will, you can draft one up but it must be handwritten to be classified as a legal document. You cannot type it out!! If you’re not worth much, everything will most likely be sold to pay your bills and cover your funeral expenses. But you can state who your executor will be in your handwritten will.  Disclaimer I’m not a lawyer or an accountant and this is not legal advice. Talk to a lawyer and talk to an accountant. Make sure everything is set up for you and your situation. These are situations that I personally ran into. Good luck Also I’ll add in. IF you have a lot of assets make an appointment with your accountant first. They will tell you how to properly set things up. Then take that information to your lawyer. read more
..... and counting.........using one single KTS #2 Tool. 😂🤣 And I told you exactly how to do it about two years ago. Seriously. Go check for yourself. Open your favorite accounts on this app right now and look at their all-TIME returns. I’ll wait. Nobody’s close. Most portfolios on this app? 😂🤣 In March 2024, I shared a simple ETF approach that could be used to READ, LISTEN to, and TIME the markets to achieve double-digit annualized returns. (KTS #2 – Follow the Sector.) On April 29, 2024, I bought one share of $XME and one share of $XES as part of the “This Is the Way” series to demonstrate the application of KTS #2. Here's yesterday's RE-POST of the original March 2024 post sharing the KTS #2 tool: https://www.blossomsocial.com/posts/KTS-2-Follow-the-Sector-RE-POST__POST-1788528588432-2Vw4Cx2V_qoQV3QbaHcPIAvML And here's the link to the "This is the Way" Series post: https://www.blossomsocial.com/posts/This-is-the-Way-Series-1-KTS-2__POST-1714389509714-79HySrJi_qoQV3QbaHcPIAvML Since April 1, 2025, these two subsectors have returned: $XME: +110% 🏆 $XES: +75% 🏆 While $SPY returned only half of XES and one-third of XME for a measly +38%. 🤢🤮 You could have simply followed my second KTS post and outperformed…….everyone. 🤑🤑🤑 Think about all the TIME you’ve spent building your portfolio since that date? 🤔 Think about how you are juggling the daily ups and downs of economic data, concerned about whether you should be in …. or out of the SpaceX IPO. Is the semiconductor rally over? Is Crypto a buy again? Is the Fed going to raise or cut rates? The country’s debt is unsustainable!?!?!? Silver & Gold are back???? What’s Michael Burry thinking? What’s BlackRock buying? Are software stocks back for good? What’s going on in the Middle East? China and North Korea!?!?!? Russia-Ukraine??? Whatever happened to the ESG movement? Is TRUMP just saying shit to keep markets propped up until the midterms? And is the SpaceX IPO – at the highest level of understanding – just Elon Musk selling a new crypto coin to the Teachers’ Unions??? 🤣😂 You think this helps you. But does it? Does half of what you read really matter? Maybe it’s interesting. Maybe you’d rather be catching every financial news development because it’s your passion. But is it necessary for portfolio outperformance? 🤔 The answer is no. No, it’s not. That should be music to your ears! 😀😃😄😁🙂😊 There are even popular members of this community who preach spending 50–100 hours researching a single company before investing 😂🤪🫨😳🤣😆. And their profile shows an all-TIME return of……………-1.65%! WTF!?!?? In the greatest bull market of their life 😂. Oh geez. Keep it up basement boy - maybe you’ll get there one day? 😂🤣 Meanwhile……. successful investors step back to see the big picture. They read the plan and the strategy we laid out. They see it playing out in real-TIME and are reaping the rewards of their intelligence – and got their weekends back. 😎 Answer this honestly. It’s April 29, 2024, and you get to run it again. Door 1: Buy XME and XES, close the app, and go live your life for two years. Door 2: Your “sophisticated” portfolio, your watchlist, your 100 hours of research, your swing trading. Blah, blah, blah, blah, blah!!! 😂 Which door do you walk through? 🤔 I’ll give you 5 minutes to digest that……even though it should only take you 5 seconds. 😂 Or maybe you’re buying XEQT, VFV and other passive funds? Do you even know how just ONE measly percent of outperformance impacts your retirement age? 🤔😅 If not, read this: https://www.blossomsocial.com/posts/Why-Outperforming-the-SandP-500-Index-Matters__POST-1712844746313-WeQtSmOp_qoQV3QbaHcPIAvML Look at the chart attached and tell me which sector you would have wanted to own over the last 18 months. I’ll tell you what: my first pick wouldn’t be the line at the bottom (S&P 500), but that’s just me. Wanna know the best part? $XME and $XES have chopped sideways for most of this year (2026) building potential energy….and STILL beat virtually everyone on this app. Now wait until that coiled energy converts to kinetic energy! 🚀👩🚀😅😂🤑🤑🤑 And the party isn’t over. I told you when I bought it..…and you had a 2-year window to enjoy my content for free and learn an alternative approach designed to outperform any type of market. The ones who could recognize the true value and listen are now members because they understand that they can outperform for the rest of their lives by stepping back and reading the market instead of the news within the context of the real estate/banking crisis cycle. They’re also the only ones who’ll know when $XES and $XME aren’t favored sectors anymore. Always remember that I want you all to win! But I can’t do it for you. You have to recognize for yourself that conventionalist propaganda will never allow you to outperform… and take the steps to change that. Learn about membership here: https://www.beskarcapitalkts.com/ Natural selection is alive and well. I always give you my best. 🏆 This is the Way! 🏄🌊 read more
The next AI bottleneck is POWER ⚡️ — and these stocks have recently pulled back. If you were at blossomcon I’m sure you heard me emphasize how important power , electricity and grid upgrades will be in order for ai and physical ai to move forward. This is one of the reasons why I continue to increase exposure to electrical infrastructure Power is the next AI bottleneck because chips now arrive faster than electricity, transformers, and grid connections. Jensen Huang calls electricity “the bottleneck,” not GPUs. Energy sits at the base of AI infrastructure: factories turn electrons into tokens, so revenue is tokens per watt. He expects small nuclear reactors beside data centers and says computing may need ~1,000× more energy as agents run continuously. Elon Musk says the limiter moved from chips to transformers to generation. The U.S. will soon make more chips than it can power; he cites ~15 GW of 2027 compute sitting idle. China scales solar faster. His fix: on-site turbines now, solar satellites later. Gavin Baker frames two constraints—watts and wafers. Power shortages slow overbuild and make tokens-per-watt decisive. Watts ease around 2027–28; zoning remains a choke. Chips take months. Gigawatts take years. $VST — Generates massive amounts of electricity from nuclear and natural gas. Has 20-year nuclear power deals with AWS and Meta, giving it direct exposure to Big Tech’s growing power needs. $CEG — America’s largest nuclear operator. Supplies huge amounts of reliable 24/7 electricity, with long-term power deals tied to Microsoft and Meta’s growing data-center needs. $GEV — Builds the gas turbines and grid equipment needed to create and move electricity. AI data centers need huge amounts of new power generation, making turbines increasingly important. $VRT — Builds the power and cooling infrastructure inside data centers. Think liquid cooling, power management, UPS systems and increasingly microgrid infrastructure. $BE— Provides onsite fuel-cell power, allowing data centers to generate electricity closer to where it’s needed instead of waiting years for new grid connections. $CCO— One of the world’s largest uranium producers. Uranium is the fuel that keeps nuclear reactors running, giving Cameco exposure to rising nuclear power demand. $ETN — Makes the electrical equipment that gets power into and around the data center — breakers, switchgear, transformers and power-distribution systems. read more
Bought an Australian stock $TEA at A$5.13 when 1 AUD was only around C$0.86. Now the stock is around A$9.88, and AUD/CAD is basically around parity. So I didn’t just make money because the stock went up; the currency move helped too. My original 2,331 shares cost about C$10.3K at the time. At today’s stock price and roughly 1:1 AUD/CAD, the position is worth about C$23K. That means roughly C$3.2K of the current value difference comes from FX alone compared with what the same position would be worth if AUD was still at 0.86. This is one underrated part of investing internationally. The upside: If the foreign currency strengthens against CAD, your returns get an extra boost when you convert everything back. The downside: It works both ways. You can pick a stock that goes up 20%, but if that country’s currency drops hard against CAD, part of your gain can disappear. So when buying international stocks, you’re technically making two bets: 1. The company 2. The currency Sometimes both go your way. Sometimes FX absolutely ruins the party. read more
One of the most overlooked $SOFI numbers from Q2: SoFi Invest products grew 38% YoY to 3.93M. But brokerage fee revenue grew 140% YoY to $18.1M. That means brokerage revenue is growing nearly 4x faster than the number of Invest products. SoFi isn’t just getting more people onto Invest. The monetization of the platform is improving too.
0.01% of my portfolio implode! Noooooo! How will I sleep at night! This is a testament to the fact that really anything can happen. A balance sheet doesn't tell you where a company is going. Then the company tells you where it is going, you get a day like this and have to decide if they are just yanking your chain or not..... In conclusion, telling the future is tough as nails. things like $LULU happeb all the time, and the only way around it is broad diversity. Holding single stocks isnt just volitile, it is more often then not a losing bet. The saddest part is that you wont even know why till after the fact. Lulu Lemon doesnt have to recover from here. if it does that will be nice. If it doesn't, that will simply be average.read more
A simple one: Do you own at least ONE stock or ETF in the commodity space? (oil,gas,coal,uranium,gold,silver,wheat,rare earths, etc.) This is the Way! 🏄♀️🌊🏄♂️🌊🏄🌊
NVDA's CEO just told you exactly where to invest. Jensen Huang described AI as a five layer cake. Every layer is essential. Here are 5 stocks, one from each layer 👇 1: ENERGY ⚡ $BE | Bloom Energy Fuel cells that power a data center in months instead of years waiting for the grid. 2: CHIPS 🧠 $NVDA | Nvidia Builds the chips and owns the software every AI developer already writes on. 3: INFRASTRUCTURE 🏗️ $IREN | IREN Rents out the compute. Owns the sites, the power and the racks. 4: MODELS 🤖 $GOOGL | Alphabet Trains the models and owns every layer underneath them too. 5: DATA & APPLICATIONS 🖥️ $PLTR | Palantir Turns all of it into decisions companies and governments actually act on. Every layer serves a role. Positioning across them is the simplest way to own the AI buildout. Are you positioned across the chain? read more
These are the three biggest misconceptions I see on here when it comes to covered-call ETFs. I call them misconceptions because the fund companies themselves do not make these claims and, in many cases, their own material directly contradicts them. Fund companies are actually pretty clear on this. They consistently remind investors that yield is not the same as return, and that total return is the number you need to look at when evaluating how an investment is actually performing. So with that said, here are my top three. 1. A higher yield means you can spend more I put this at number one because I see a lot of people looking at the yield of a fund and making investment decisions based largely on that number. A higher distribution yield means more cash is being paid out per dollar invested, but it does not mean the investment is earning a higher return. A fund yielding 12% can still produce a lower total return than a fund yielding 4%. That is the distinction people need to understand: cash flow and investment return are not the same thing. A lot of people seem to assume that a higher yield automatically means they can spend more than a traditional 4% withdrawal rate. That conclusion is not supported by math or the fund companies themselves which consistently point investors back to total return, because that is what ultimately determines how much a portfolio can support over time. 2. If you sell shares, you will eventually deplete your account This one gets repeated all the time, usually because people focus on the number of shares being sold instead of what is happening to the total value of the portfolio. Selling shares is not automatically the same thing as consuming your capital. What determines that is the relationship between your withdrawals and the total return of the investment, not the yield. If your investment earns a 10% total return and you withdraw 6%, you can still end the year with more money than you started with. You may own fewer shares, but the shares you still own can be worth more. That is really no different from owning a covered-call fund that pays a large distribution and then reinvesting part of that distribution to maintain or grow your capital. Fund companies themselves make this point. Recently, Olivia Li, Portfolio Manager at BMO ETFs who manages covered-call funds, stated: “You can create essentially the same cash flow by investing in the underlying index and periodically selling a small portion of your holdings.” Jay Pestrichelli, Chief Trading Officer at Tidal, has made the same broader point: yield does not equal return, and investors need to look at total return when evaluating these products. If the investment earns more than you spend, your capital can grow. If you consistently spend more than the investment earns, you are consuming capital. It does not really matter whether that money arrived as a distribution or because you sold a few shares. 3. Covered calls let you retire with less This last one is probably the easiest to separate from what the fund companies actually say, because you will not see them promoting this idea. It is entirely a retail-investor claim. There are some people that argue that covered-call funds allow someone to retire with less money saved simply because the fund pays a larger distribution. But a 15% distribution does not suddenly give a smaller portfolio the same spending power as a much larger one. Someone with a $500,000 portfolio earning a 15% distribution is not automatically in the same position as someone with a $1 million portfolio simply because the cash yield is higher. The distribution rate tells you how much cash is being paid out. It does not, by itself, tell you how much the portfolio can sustainably support over time. There are no fund companies that are out there pushing this narrative or supporting it and when they are asked they bring the conversation back to total return. Those are the 3 big misconceptions that I see people spreading. In the end total return tells you what the portfolio earned. If you don’t want to spend down your portfolio you have to spend less than the total return. Covered calls change how the cash flow is delivered. They do not change the mathematics of total return. There are plenty of reasons people choose to be income investors, and many of them are perfectly valid. For anyone looking seriously at income investing, I highly recommend reading The Income Factory and spending some time reading or listening to interviews with the people who actually manage these funds. One of the things you will quickly notice is that many of the more outlandish claims made about income investing are not coming from the fund managers themselves. Now I imagine there will be people who disagree with this, and for those people I would say: go directly to the fund company and ask them. Does a higher distribution rate, by itself, allow you to sustainably spend more? Is selling shares inherently worse, from an economic standpoint, than receiving the same amount of cash through a distribution? Can a covered-call fund with a higher distribution allow you to retire with a smaller portfolio? And share the answers they give below !read more
GoPro pumped after I bought it, but it fell back regularly. I sold on the second pump - I don't really trust these news-driven pumps. I won’t regret even it will pass 2$ $GPRO
Bloomberg ETF analyst James Seyffart’s 13F data revealed that 30 known institutional investors held exposure to the three Hyperliquid ETFs, with a combined value of $74.88 million, equivalent to approximately 1.15 million HYPE. Leading the pack was Wealth High Governance Asset Management with $23.95 million in exposure, followed by OLP Capital Management ($10.50M), UBS ($7.53M), Bank of Montreal ($6.69M), and Jane Street ($4.38M). Collectively, the top five institutions accounted for $53.04 million, or 70.84% of all disclosed institutional exposure. Institutions are accumulating $HYPE. Are you?
Trump wants the stock market to go up; Trump says it is "crazy" that the stock market fell after the August jobs report. “We’re living under false reality… The market should be going UP like a rocket ship.” Seems like someone bought calls!
I’m a Millionaire. It Doesn’t Feel Like I Thought It Would. Here’s something that feels strange to say. By the traditional definition of net worth what we own minus what we owe our household would technically be considered millionaires. I’m not saying that as a flex. In fact, that’s kind of the point. When I was younger, a millionaire meant big houses, fancy cars and expensive vacations. Basically, Lifestyles of the Rich and Famous. If you just heard Robin Leach’s voice, congratulations …..you’re probably my target audience. But being a millionaire at 53 looks surprisingly… normal. We have investments and equity in our home. We also have a mortgage, and I still get up and go to work. What got me thinking about this was my friend @williamwang23 Will’s recent post about becoming a millionaire in his early 30s. That’s an incredible accomplishment. But what really stands out to me is that Will became curious about money early. He learned, saved, invested and, most importantly, gave his money time. I didn’t start DIY investing until I was 50. We saved and built home equity, but I didn’t become curious enough about investing and money until much later. And I have to give @moementumfinance Moe credit for the word curious. He talked about it during our panel at BlossomCon, and it really stuck with me. Over the last three years, I’ve asked more questions, learned more and become much more financially literate. I’ve also made mistakes. I’ve posted things that weren’t quite right, and people here have corrected me. I’m good with that. Being financially literate doesn’t mean knowing everything. It means being curious enough to ask questions and open enough to learn from the answers. I wish I’d figured that out at 30 instead of 50. Because Will and I might technically carry the same “millionaire” label today, but he’s given his money decades more time to compound. That’s why the number itself is so relative. Our goal is still to build a $1 million+ investment portfolio by retirement. On paper, our net worth could eventually be well into the millions. But we’re not planning a Lifestyles of the Rich and Famous retirement. We want to travel, enjoy our time, help our kids when we can and have enough that money gives us choices. And maybe that’s the funny part. Technically, I’m already a millionaire. But we’re still working toward becoming what younger me thought a millionaire was. Not the mansion or the yacht. The freedom. The security. The choices. Maybe that’s what being wealthy really means. What does being a millionaire mean to you? read more
$QQQ The diagonal continues to act as resistance, with an indecisive daily candle inside a 3-month series of lower highs. Filling the 729 gap first would likely trigger a bull trap; bulls need to fill 701 first. $SMH$NVDA$AAPL$MSFT$GOOG will fuel the next move.
Oh, I'm sorry... did that come off sarcastic? I really mean it though. I'm no pro, by any measure, but I do my best and I like to think I'm getting better as I go. I've beaten the market (whatever the hell that means) every year, since opening my Wealthsimple account five years ago... but modestly... I'm no savant and haven't found the "secret" stock that "everyone is ignoring". This year, I'm behind the market and it's become clear that it's because of some blindspots. So, the plan is to keep doing what I'm doing, which is to say, stay open and flexible and learn from mistakes (but always remember to celebrate the wins)! Here are a few tips I've learned along the way: 1. Surround yourself with people who are better/smarter than you. 🤓 Watch them closely and track their claims/trades. 2. Filter out the angry/negative people. I call mine "Bradleys", but you can call yours whatever you want. 😜 These dudes (yes, by far, mostly men), are typically stuck in their ways and get really pissed if anyone does things differently. 3. Watch videos, read articles/books, listen to podcasts. Try to avoid the "this is the next big stock!" types. 4. Take all of this and use what you've learned while you explore websites like Finviz, Tradingview, Seeking Alpha, StockAlalysis, etc. 5. Don't be a 🐱 . Learn to recognize when you have a good idea and commit. Also, recognize when you 💩 the bed and take the loss. 6. Don't be a 🍆 . Be nice and helpful to the people who know less than you, or shut the 🤬 up. So, I don't know why I felt the need to write this. Probably, I have some sort of disorder... not that there's anything wrong with that! 😜 Here are some stocks that caught my interest recently. Two of these were put on my radar by @moe_on_margin (see step 1) and one of them, I liked enough to take a small bite from. read more
$AMD just unveiled another monster AI system. The new Threadripper Halo Station packs a 96-core Threadripper Pro CPU, up to four Instinct MI350P accelerators, and as much as 2.6TB of total memory. This is basically data center class AMD AI hardware packed into a single workstation. Another example of AMD pushing Instinct into more AI workloads and putting its hardware directly in the hands of developers.
📊 Long-Term Investing: The Power of Thorough Analysis When it comes to long-term investing, understanding the fundamentals of a stock is crucial. It’s not just about jumping on trends; it’s about making informed decisions based on solid data. This chart breaks down the essential financial statements—Balance Sheet, Income Statement, and Cash Flow Statement—that every investor should analyze before committing to a stock. 🔍 Balance Sheet: This tells you about the company’s financial health, specifically its assets, liabilities, and equity. A healthy balance sheet is a sign of stability and resilience. 💸 Income Statement: This shows the company’s profitability by detailing revenue, expenses, and profits. A strong income statement indicates a company that’s generating profits, a key factor for long-term growth. 💰 Cash Flow Statement: This reveals how the company manages its cash, from operations to investments and financing. Positive cash flow is essential for sustaining operations and fueling future growth. By mastering these fundamentals, you can make smarter investment choices that stand the test of time. Remember, successful long-term investing isn’t about timing the market; it’s about time in the market, supported by thorough analysis. $VGT$TXN$QQQ$AAPL$META #InvestSmart #LongTermInvesting #FinancialLiteracy #StockMarketAnalysisread more
Financial Times has been running the data and the 60/40 portfolio doesn’t work anymore Replace bond with $GLD and $BTC it does Ways to add gold and BTC to portfolio $GLD $BTC $IBTC $BTGD stacked 2 for 1 exposure For the income investors $ISSB stacked S&P / BTC $ISBG stacked Gold / Income read more
Well, I “bought the damage” as the Ninepoint Shares newsletter would say lol. Just added 955 shares of MSTE at $2.50 and brought my average cost down to $8.38. Really betting on the Clarity Act vote on September 15th — if it passes, I think it could help kickstart the next crypto bull run. The Digital Asset Market Clarity Act is the most significant U.S. crypto market-structure bill to reach this stage. It aims to end years of regulatory ambiguity by creating a statutory framework for digital assets. My second bet is that 🟠 Strategy 🟠 (MSTR) gets added to the S&P 500 sometime this fall. One of the reasons they’ve been selectively selling some of their Bitcoin is to help clear the path for inclusion. Under GAAP rules, Bitcoin is marked to market, so big unrealized losses can wipe out profitability and keep them ineligible. By selling a small portion of their holdings, they’re building cash reserves (to cover preferred dividends and reduce dilution risk) and shrinking the size of those mark-to-market swings. That makes their earnings look more stable and “operating-company-like,” which is exactly what the S&P committee wants to see. Happy Investing Everyoneread more
