Аналитика Telegram-канала
Подписчики
1 098
Охват за 24 ч
250
ER за 24 ч
22,77%
Публикаций
676
Динамика подписчиков
7 дней
30 дней
6 месяцев
Больше
28 окт31 окт3 ноя
Показаны последние 7 дней
Больше истории →
Охваты публикаций
02.1102.1102.1102.1102.1103.11
45
Средний охват
77
Лучший результат
Показаны 6 публикаций — последние в канале
Больше статистики →
Упоминания
275
Упоминаний
270
Из них репостов
35
Каналов
191
Упоминаний
168
Из них репостов
50
Каналов
Последние посты
3 из 676 2 из 676Our picks for this week:
$HIMS - sell at $50
$BYDDY - buy at $7, sell at $17
$IAUM - add more at $32
$KLAR - sell at $40
$RACE - buy at $315, sell at $500
$LAC - buy at $3 or less, sell at $15
$ADBE - buy at $195, sell at $300
$NTDOY - sell at $25
$PBR - sell at $28 or above
$SOC - buy at $3, sell at $20
$RUN - sell at $16
$WU - buy at $6, sell at $9.50
$ZROZ - additional purchases at $50, buy aggressively at $44 or less
$INTU - sell at $400
$TLT - additional purchases at $75, buy aggressively at $72 or less
What has changed
● $IAUM has finally broken under $40, but it's hard to say whether it will actually reach my target. Bonds are my main focus as I begin transitioning away from stocks. Gold doesn't have a yield, and incurs costs to store and protect it. The government can inflate the currency, and once you sell that asset, the nominal value will have increased substantially, but the real value will be the same. They will tax you on the nominal value. You are the raped. Anticipating a crisis, I would rather hold bonds, for the most part. There isn't much to say this week. For once, I have no altered price targets. The market is shitting blood, but I don't think this is the end of the AI bullshit in the stock market.
● The probability of a near-term crash or drawdown has made me opt to take profit early and increase my cash position. I will be moving money into long duration Treasury bond ETFs if/when the market finally shits the bed, and targeting 60% cash + treasuries + gold. This strategy can only really shine if there is a combination of a market drawdown and significant rate cuts. Without the drawdown, you're missing out on bigger gains that you could have had from stocks. But if the economic macroenvironment looks like stagflation, I will have to abandon this strategy for something else.
My portfolio (everything greater than or equal to 1%):
16% Lithium Americas
14% cash
12% Nintendo
7% Hims
7% Surf Air Mobility
6% Western Union
5% Petrobras
5% Sable Offshore Corp
5% Klarna
4.5% SPLB (corporate bond ETF)
4% Sunrun
3.5% ZROZ (long duration treasuries)
3.5% BYD
2% Intuit
1.5% Hermes International
1.5% Ferrari
1.5% BW Lpg
As always, this is not financial advice. I'm 1.6% black and 100% retarded, but somehow beating most fund managers at their job.
ещё
13
0
3 ноя, 05:52
🚨🚨 Intel, $INTC, is now down another -6% today after falling -29% on Friday in its biggest decline since 1971.
This puts the stock down -57% from its record high seen just 86 trading days ago.
That's -$440 billion of market cap.
@Fin_Watch
ещё
48
0
1 1 2 ноя, 21:24
SELL into the fake and gay pump
ещё
69
1
1 2 ноя, 20:29
Продолжить анализ этого канала
- История роста подписчиков
- Просмотры и охваты публикаций
- Кто упоминает канал и кого упоминает он
- Похожие каналы и подбор для рекламы
Открыть аналитику
Демо до 14 дней