Thursday, June 15, 2023
3 Investing lessons I learned in Italy / Companies / Microsoft
By: Stephen_McBride
My wife and I took a birthday trip to Tuscany over Memorial Day weekend.
There was love, laughter, and lots of wine.
I’m always on the lookout for investing ideas on my trips. You often find inspiration in the strangest places, and Tuscany didn’t disappoint.
Today, I’m sharing three investing lessons I learned from the trip… and how you can use them to make money.
Thursday, June 15, 2023
Progress for Stephen Bird’s Turnaround of Global Investment Company and Asset Manager abrdn / Companies / SME
By: Sumeet_Manhas
It’s been two years since Stephen Bird’s successful rebrand of Standard Life Aberdeen into abrdn. The former banker became the asset manager’s CEO in autumn 2020. He launched the new abrdn branding in spring 2021, reshaping the global investment company into three growth vectors.
The corporate rebrand has been one aspect of Bird’s wider company transformation. So far, his long-term plan to future-proof abrdn has reaped positive rewards. The turnaround continues to progress at a steady rate.
Sunday, June 11, 2023
Stock Market Preps for CPI LIE Inflation PUMP and DUMP / Stock-Markets / Stock Market 2023
By: Nadeem_Walayat
Dear Reader
Are the FOMO Maniacs about to get rug pulled?
We have CP LIE Tuesday and then the Fed rate meeting Wednesday in advance of which retail investors and many fund managers woke up June 1st to realise that there is a bull market underway and literally PANIC bought like a herd galloping towards the edge of the AI cliff.
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Sunday, June 11, 2023
META FILL the GAP FOMO All the way to $330! / Companies / Metaverse
By: Nadeem_Walayat
META $262 - EGF +13%, +38%, PE 26.9, F5
Willie Wonka's golden ticket stocks are those with Low P/E's (relative), positive EGF's, Okay fundamentals and under 100% share holder dilution, META FITS the bill. I recall in the depths of hell when META was at $100 and many wanted me to give them the green light to throw in the towel, my response was I never sell at a loss and now you can see why! Every time I crunch META's numbers I raise my Sell limit orders hence I still maintain heavy exposure at 133%. I would not be surprised if we see META trade north of $330 this year!
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Sunday, June 11, 2023
Micron MU Stock Price FOMO to $80 / Companies / Tech Stocks
By: Nadeem_Walayat
MICRON - $74 - EGF -400%, -213%, P/E 35.4, F4.4
Horrific fundamentals have prompted to grab the bull by the horn and trim Micron hard down to 85% invested and given the numbers I just can't see much more upside for Micron at a push it could get to $80, it's going to be interesting looking back on these stocks with the benefit of hindsight.
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Sunday, June 11, 2023
Will AMD Stock Price FOMO to $150? / Companies / AMD
By: Nadeem_Walayat
Not in the same league as Nvidia in terms of being in a blow off top. but for one stock that I had heavily bought I have taken this FOMO rally to SELL HARD down to 97% invested as all of the limits I had placed right up to $125 have been executed. Yes, AMD could go a lot higher during this FOMO run maybe as high as $150, we will only know with the benefit of hindsight.
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Sunday, June 11, 2023
Nvidia Blow Off Top - Flying High like the Phoenix too Close to the Sun / Companies / Nvidia
By: Nadeem_Walayat
Nvidia has gone nuts! EGF's are very strong at +44% and +84%, too strong! Discounting too much growth. I know Nvidia well and yes there is very high demand for their AI Chips, but many of their most recent GPU releases i.e. the RTX 4070 and RTX 4060Ti are POOP in terms of price per performance i.e. one is better of buying last gen than their most recent releases. And then we have the 127X P/E ratio for a stock trading on a market cap of $967 billion! So I sold 12% at $383, and I am now just 2% invested.
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Sunday, June 11, 2023
Can You Power a Kitchen Kettle With a Portable Power Station - Awanfi 518watt Test / Personal_Finance / Shopping
By: HGR
Answering the question can one power a regular kitchen kettle using a portable power station such as anAWANFI 518watt, will the water get hot enough for a cup of coffee?
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Sunday, June 11, 2023
Budgie Lays First EGG! Top Tips - Breeding Budgies for Beginners UK - (4) / Personal_Finance / Animals & Pets
By: Eliza_Walayat
We got our first Budgie EGG today! What a surprise the nesting box actually works! How to breed budgies for absolute beginners! find out in this video of how we did it.
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Wednesday, May 31, 2023
Apple AAPL Stock Trend and Earnings Analysis / Companies / Apple
By: Nadeem_Walayat
Dear Reader
S&P 4133 - The stock market is clearly counting down to a major move after having gone nowhere for near 3 weeks, largely stuck in a range of mainly between 4150 and 4120. There is the Fed Meeting on 3rd May when the Fed is expected to raise rates by 0.25% that now carries 83% probability and then there is Apples earnings after the next days close (4th May), where Apple stock represents a ridiculous 7.2% of the S&P index so where Apple goes so does the rest of the market and thus is the focus of this analysis.
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Wednesday, May 31, 2023
AI, Stocks, and Gold Stocks – Connected After All / Companies / AI
By: P_Radomski_CFA
AI! Computers making intelligent decisions! New paradigm! Old laws don’t apply anymore! Long live the bull market! …Really?
Yes, AI is transformative. It already starts to enhance multiple businesses, just like the Internet did many years ago. And as many thought cryptocurrencies would.
But it doesn’t mean that the huge transformation will happen overnight! Or that it fixes everything with regard to the world’s problems in general or with the economic situation.
However, as always, markets – that are ultimately made of people (and bots that were programmed by people, anyway) – are emotional in the short run. And this emotionality is what likely we have just seen when the interest in AI soared.
Wednesday, May 31, 2023
Football Streaming on Futemax.kim: Tips and Tricks for a Better Viewing Experience / Personal_Finance / Money Saving
By: Sumeet_Manhas
Football, also known as soccer, is the most popular sport in the world. It is a sport that brings together people of different cultures and nationalities. In Brazil, football is not just a sport; it is a way of life. Football matches in Brazil are filled with passion, energy, and excitement. For football fans in Brazil, Having all the best features from its Asian version - Xoilac TV, streaming football matches on Futemax.kim is a popular option. This article provides tips and tricks for a better viewing experience on Futemax.kim.
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Wednesday, May 31, 2023
Is it Safe to Invest with St. James’s Place? / Companies / Investing 2023
By: Sumeet_Manhas
As we live longer, it’s becoming increasingly important to plan for old age. Your goal might be to enjoy a comfortable retirement, but you also might want to save to cover the costs of a family member’s care, buy a home for your children, or pay for a wedding.
Regardless of your plans, it’s vital to invest with a reputable, trustworthy institution that safeguards your money — and future — as much as possible. While investment returns are never a guarantee, firms like St. James’s Place (SJP) make your money work harder for you through trusted, professional investment management.
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Wednesday, May 31, 2023
The Importance of Advanced Financial Technology in iGaming / Companies / Gambling
By: Sumeet_Manhas
Recent years have witnessed remarkable expansion of the iGaming industry, with increasing numbers of players turning to online casinos for entertainment. A major contributor to its growth has been advanced financial technology facilitating users' participation in gambling online.
This article explores the value of financial technology in iGaming, detailing its transformative effects on industry operations and security measures, while creating an immersive gaming experience. Furthermore, we'll consider cryptocurrency's role within this exciting sector, and how advanced financial technologies have helped foster its expansion.
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Wednesday, May 24, 2023
Will Nvidia NVDA Stock Price CRASH on Earnings? Trend Forecast / Companies / Nvidia
By: Nadeem_Walayat
Nvidia reports earn gins tomorrow Wednesday after the close, Whilst AI IS real. what is unreal is the bubble that is Nvidia's stock price .trading on a PE of 94, so whilst EGF's are strong at +8% and +58%, the stock price has long since left fundamentals of 3.9 behind to go into full FOMO mode. and if any stock is going to fall hard on earnings then that stock is Nvidia and with it one would expect an S&P correction. So how low could Nvidia blow find out in this video, and I also take a look at the prospects for Tesla.
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Monday, May 22, 2023
Stock Market CHEAT SHEET / Stock-Markets / Stock Market 2023
By: Nadeem_Walayat
Dear Reader
It's your lucky day! You get access to my stock market brief that was made available to patrons just a few hours ago!
S&P 4192 - What if someone told you 7 months ago that TODAY the S&P would be trading at 4200 and the Dow at 33,900, how much would you value such analysis? $5 per month? https://www.patreon.com/Nadeem_Walayat
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Monday, May 22, 2023
AI Will First KILL Us then Save Us / Politics / AI
By: HGR
The world is in the grips of AI mania courtesy of Chat GPT that brought the power of large language models to the masses, that had been quietly flying under the radar for several years, but come release of GPT3 everything literally changed overnight. sending stacks such as Nvidia soaring to bubble territory. The unfolding explosion is amazing to someone who has been engaged in machine learning for over a decade, and AI explosion IS literally taking place right now that is the focus of my latest machine intelligence video that sheds light on where all of this is headed given the rate of change now underway.
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Monday, May 22, 2023
One Possible Outcome to a New World Order / Politics / New World Order
By: Raymond_Matison
Our recent domestic financial fixed income markets have been bludgeoned by Federal Reserve’s raising interest rates, supposedly in order to reign in accelerated inflation – which can be argued to be the result of the FED’s own preceding policies of currency expansion induced by increasing government debt. Our equities and fixed income markets are highly volatile as perceptions tilt between inflation induced melt-up and increased interest rate and choked-off credit extension induced melt-down.
In the meantime, higher interest rates have reduced the market value of government and other bonds, thereby deflating commercial bank reserve assets, causing alarming bank runs and failures with profound reductions in the market value of most bank stocks. In addition, our banking system and domestic economy is further threatened by the increasing cost of interest rates in servicing our gargantuan national debt, a commercial property mortgage loan fiasco, and residential mortgage loan defaults. These dangerous conditions are not ours alone, but are global because our dollar has been and still is the majority currency of global trade and finance. To the extent that many international banks hold a large proportion of their banking reserves in dollars, a big reduction in the value of our dollar will force a change in acceptable reserves and guarantee the destruction of the global banking system. As a result, the global trade and economy, and financial system is at risk to markedly decline, even collapse, and then to evolve to a more decentralized multiple currency system that may include blockchains and various virtual currencies.
Carmen Reinhart and Kenneth Rogoff in their classic book “This Time is Different” published in 2009, analyzed financial crisis of governments over eight centuries. They observed that “problematic political systems make external borrowing a tempting device for governments to employ to avoid hard decisions about spending and taxing.” They conclude (page 21) that “The duress typically involves a vicious cycle of loss in market confidence, spiraling interest rates on external government debt, and political resistance to repaying foreign creditors. Ultimately, default often occurs at levels of debt well below the 60 percent ratio of debt to GDP enshrined in Europe’s Maastricht treaty, a clause intended to protect the euro system from government defaults.” European Union’s debt to GDP now exceeds 90%, while that of the United States is at 120% - how do both comport in confidence and stability in our global financial and monetary system relative to the Reinhart and Rogoff eight centuries of guidelines? How should Moody’s and Standard & Poor’s rate U.S. and Euro debt for investment quality? Do you see how financial markets could crash, dollar’s value collapse, and a global crisis ensue?
Tuesday, May 16, 2023
US Debt Ceiling Crisis Smoke and Mirrors Circus / Interest-Rates / US Debt
By: Nadeem_Walayat
It's definitely the time to bring out the clowns as MSM and much of the blogosfear are obsessed by the US debt ceiling smoke and mirrors circus that is being used as an excuse to explain potential market outcomes from a CRASH upwards, there is always a crash coming! And if the market soars then no problem it will soar because of debt ceiling positive developments, Whether UP or Down it will all be as a consequence of the DEBT CEILING! I have watched this circus take place every couple of years over the decades, it IS just a circus act for the Republicans and Democrats to prance around in front of the media, a smoke and mirrors TV show to remind the masses that they have all of the power and so if the chose to nuke the US economy.
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Tuesday, May 16, 2023
Silver Price May Explode / Commodities / Gold & Silver 2023
By: Avi_Gilburt
Approximately 12 years ago, I wrote my first public market prognostication and it was focused on gold. At the time, gold was enjoying a parabolic rally, and the discussion amongst the general public was how far past the $2,000 mark gold was going to strike during that rally.
So, on Aug. 11, 2011, I concluded my first gold article as follows:
"Again, since we are most probably in the final stages of this parabolic fifth wave "blow-off-top," I would seriously consider anything approaching the $1,915 level to be a potential target for a top at this time."
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