Financial Advisors Guide, Not Just Market‑Beating Fund Managers
Don't cancel me but financial advisors are not the same as fund managers. When people say 90% of financial advisors don't beat the market they are wrong. They mean active fund mangers, those are people like a Cathie Wood who create funds, and charge feed to try and beat the market. Financial advisors are there to help you create a plan which includes investing, taxes, retirement, etc. We're also here to help prevent you from the big mistakes like withdrawing a 401(k) instead of a rollover.
Rial Strengthens 9% Amid US‑Israeli Conflict, Media Silent
Since the start of the US-Israeli war on Iran, the Iranian rial has APPRECIATED by 9% against the USD. AN IMPORTANT FACT THAT THE WESTERN MEDIA HAS FAILED TO REPORT ON. https://t.co/Dlt04mOOmJ
US Dollar Reserve Share Hits 31‑Year Low Amid Diversification
Status of US Dollar as Global Reserve Currency: USD Share Drops to 31-Year Low as Central Banks Diversify into Other Currencies & Gold. The spike of the “non-traditional reserve currencies.” https://t.co/cHnT24iCcd https://t.co/kINZT79BbA
Utilities' Surge Stems From Defensive Leadership, Not Dividends
Utilities outperformance (XLU/SPY +10% in 3 months) isn’t about ‘dividends’. It’s about hiding. Defensive leadership is the market whispering, not yelling. https://t.co/03ODg2hzij
Rising Gas Prices May Revive Slumping EV Sales
In the latest Current Climate newsletter: ⛽Can surging gas prices reverse EV sales slump? 🛢️Why the world may be on the verge of a bigger oil shock than in 1973 ⚡Investor and gubernatorial candidate Tom Steyer’s plan to cut California's energy prices ...
Historical VIX Crash Signals Calm Markets Ahead
The VIX Crash Signal: What History Tells Us About The Next Three Months | Trading Zone Ep. 97 https://t.co/70bw4fddbk
Micron and Sandisk Set for Sharp Price Decline
Very few are calling plays as specific as I am as of recent I told yall at the start of this month micron falls to $340 minimum The amount of people who called me “crazy” The amount of people who...
Murphy USA Leads Consumer Discretionary Gains in March
#gasprices Murphy USA is the best performing consumer discretionary stock in March $MUSA @seekingalpha https://t.co/mTVwrMbUa0
Invest for Life Alignment, Not Market Beats
A mistake I see often with high-income professionals: “Am I beating the market?” It sounds like the right question. It’s not. I was recently featured in TheStreet Pro discussing what actually drives an investment strategy. Alignment. It’s not about chasing returns. It’s about structuring your portfolio...
Invest Blindly? JOJO Watches Utilities, Spreads, Macro Risks
You wouldn't drive with your eyes closed. Why invest in credit without watching the signals? $JOJO keeps its eyes on utilities, spreads, and macro risk. Always. https://t.co/Ap3Tk7ZcGZ
No Risk Premium? Switch to Long Treasuries
When spreads offer no compensation for risk, you're not being paid to hold credit. Period. $JOJO shifts to long-duration Treasuries when the signal confirms it. https://t.co/GLMuxK8o97
Bottom‑tier Homes See Offers; Overpriced Get None
More competitive at the bottom. Not a shocker. But expect zero offers if overpriced. Here are the number of offers in pending contracts over the past two weeks. Let’s keep watching demand closely since mortgage rates have spiked lately. https://t.co/nP090hRRtA
Growth Stocks' Market Caps Five Times Value's
Market Caps of Listed Companies by Price to Book, July 1926-December 2025 Since July 1926, the caps of the companies in the low price-to-book (value) portfolio have averaged $1.3 billion, those in the medium portfolio $3.0 billion and those in the...
Even the S&P 500 Can Lose Real Value
$SPY Annualized real returns: 1929 - 1942: -0.9% 1968 - 1982: -0.3% 2000 - 2012: -0.7% Sometimes 'Just buy the S&P 500' doesn't work as well as it has lately.
Iran War Triggers Global Energy Crisis and Price Shock
The Iran war is now a global energy crisis. With the Strait of Hormuz closed, Asia is scrambling for oil/LNG—driving price shocks and geopolitical shifts. I spoke with Abishur Prakash about what comes next. https://youtu.be/lyr9tnT_-yU #EnergyCrisis #IranWar #OilPrices #LNG
Beat 2025 Quant Hedge Returns in 2026
2025 quant hedge fund returns. And you think you cannot compete in 2026? You can, this is how:
Oppenheimer Names Nvidia, Broadcom, Monolithic Power, Marvell Top Chip Picks
Nvidia, Broadcom, Monolithic Power, and Marvell are Oppenheimer's top chip picks $NVDA $AVGO @seekingalpha https://t.co/ydlV0xyp9W
Stagflation Squeezes Equities: Low Returns, High Volatility
Stagflation is a bad environment for equities, with low (real) returns and high volatility GS Europe https://t.co/QhgQfFdqYh
CFOs Emphasize Efficiency, Reaching 2020 Highs
The year of efficiency is back Chief financial officers at large U.S. companies mentioned “efficiency” at least once on 307 conference calls in the latest quarter as of March 26, up from 219 a year earlier and the highest level...
TLT Rally May Mask Inflation Risk, Not a Safe Haven
$TLT can rally in a recession and still be a bad trade if inflation expectations won’t chill. Duration isn’t a safe haven when the bond market stops believing. https://t.co/Rb9uYrLUHk
Florida Rents Plunge 25%, Renters Regain Leverage
Rental market deflation is spreading across Florida. In a metro like Cape Coral, apartment rents have been cut 25%. From a high of $1,695/month in 2022 peak down to $1,272/month. That's almost back to pre-pandemic norms (within 12%), and a signal that renters...
Dollar Poised to Surge Toward 105.50 Target
Dollar seems like it wants to rip... 105.50 target if so $USD $UUP $DXY @stockcharts https://t.co/UiwZRpV53z
Lumentum’s $703 Surge Still a Hard Reject
Deep Dive Full Thesis - Is LITE a BUY now at $703? Lumentum Surged 1,436% to $703 on NVIDIA’s $2B Bet + $90B AI Optics TAM — Why My Full Decision Framework Still Says Hard Reject Recent Institutional Rating: - Morgan Stanley —...
Gold's Surge Signals Return of Safe‑Haven Appeal
Bull Trap or the safe heaven status is back ? Gold has been on the rise for the past few days meanwhile Geopolitical tensions & inflation fears are still on the rise. Let me share my 2 cents on what's happening &...
Simple ETF List for Beginner Investors: Low‑Fee, Broad Exposure
If you’re a beginner investor, keep it simple: SCHD – dividends ITOT – total U.S. market VT – global exposure SPSM / SPMD / SPYM – size diversification VUG – growth VTV – value IXUS – international Low fees. Broad exposure. Long-term focus.
S&P 500 Endures Its Worst Quarter in Four Years
This looks to be the worst quarter for the S&P 500 in nearly four years. https://t.co/k9hOEkNWoU
Tier‑1 BOS Account Delivers Reliable $SPY Weekly Levels
Some asked for the $spy weekly glance with some levels to write down in the weeks and months ahead potentially BOS account is only Tier#1 and I have a system that works https://t.co/zRTYQKtRMF
Powell Refuses to Entertain Warsh's Rate‑cut Pitch
Powell is asked by an undergrad what he thinks about Kevin Warsh trying to come into the Fed and cut rates in the current environment. Powell: "That’s not something I’m going to swing at, that pitch."
U.S. Corn Inspections Beat Forecasts; Soybeans Lag, China Leads Demand
🇺🇸Last week's U.S. corn export inspections topped all trade expectations, but soybeans fell slightly below. 46% of the inspected soybean cargoes were destined for China. https://t.co/qtmgF00LfJ
Gold Falls Despite Inflation; Real Rates Drive Moves
Gold can drop hard while inflation headlines stay hot. That’s not ‘gold is broken’. That’s real rates and margin calls. Correlations don’t die. They just take vacations. https://t.co/LB3g5NQWP9
US Treasury Yields Slip, 10‑year Hits 4.334%
Tplex: UST Yields moving lower today.... Dimes +24/32's 110-29 10 Yr Notes 4.334% (-10.6 bp's)
Corn Leads USDA Export Inspections, Soybeans Follow
USDA inspections for export in the week ending Mar. 26 (mln bu); #corn 70.4, grain sorghum 7.1, #soybeans 21.5, #wheat 13.4 #oatt
Powell Claims Inflation Expectations Still Well Anchored
POWELL: INFLATION EXPECTATIONS REMAIN WELL ANCHORED - Bloomberg. *Inflation expectations (breakevens), below. "Well anchored?" https://t.co/oWnwOzgMcY
Markets Price 5bps of Rate Cuts This Year
Cuts winning out vs hikes now. Market net pricing 5 bps of cuts this year https://t.co/jSHybRo8Ni
The Dollar’s Secret Global Journey: Cash Hoards to Stablecoins
💵From Belarus vaults to Miami cash hubs, the U.S. dollar has a global life most of us never see. Former Fed economist, Ruth Judson, joins me on the podcast to unpack global cash hoards, counterfeit networks, and the rise...
NYA Bull Trend Holds, Testing Rising Channel Top
Bull trend remains in play for the $NYA index Testing the top of its rising channel with RSI a little lofty. $SPY $QQQ $TLT https://t.co/toEmLdxINB
Powell Says Fed Tools Can't Curb Supply Shocks, Halting Hikes
*POWELL: FED'S TOOLS HAVE NO MEANINGFUL EFFECT ON SUPPLY SHOCKS This is in my opinion the right take, and it completely punctures the probability of rate hikes in the US. They are going to sit this one through
Iran War Creates Unprecedented Oil Shortage, No Spare Capacity
The Iran war has disrupted a greater share of oil supplies than any previous shock. And this time, there is virtually no spare capacity available to make up the gap. @wsj
US Diesel Prices Soar Above $190 on Tight Margins
Brent Crude: $114/bbl US diesel crack spread (refining margin): $77/bbl US diesel wholesale market price > $190 per barrel
Three Essentials for Long‑Term Compound Investing
The ultimate investing framework visualization by @safalniveshak: ✅ High-quality business ✅ Owner-oriented managers ✅ Compelling valuations If you don’t have all three, you don't have a long-term compounder. This funnel from Vishal Khandelwal is a must-bookmark for any serious investor.
Portfolios Hit Harder Than Nifty: Rethink Investing
New podcast: A discussion on how portfolios have been disproportionately battered (compared to the Nifty at least) and what are the ways to think about your investments: https://t.co/3XSKkOGrBV
Zero Rates Fueled Stock Surge; Rising Yields Restore Choice
Here's why the last 20(ish) years of stock market returns were so extraordinary, and somewhat predictable. After the 2008 financial crisis, the Fed slashed interest rates to essentially zero and kept them there for years, so cash and bonds paid...
Opening SPY Strength Sold Off; Mixed, Unconvincing Market
$spy morning glance as opening strength was sold in first 30 minutes. Very mixed stock action. Not very compelling https://t.co/YdmQWdWFF2
Calling for Short Trade Amid Rally,
Need this guy to go short today for a rally Aka the new Cramer https://t.co/zf7l5xKmaB
Powell Warns Confidence Precedes Grasp of Rising Risks
Powell downplays dissent on the Fed's board and says you would expect disagreement when there are both downside employment and upside inflation risks that are growing. "Confidence is what you feel before you really understand the problem."
Liquidity, Not Valuation, Drives SPY's Downward Moves
$SPY can be ‘cheap’ and still go lower. Valuation isn’t a catalyst. Liquidity is. And liquidity doesn’t care about your spreadsheet. https://t.co/pbRg1YLM5V
Buying the Dip Delivers Strong Long‑term Market Gains
No one knows how long a correction will last when you're in it But buying stocks when they are down tends to be a good long-term strategy A look at what happens when you buy the stock market down 10%, 20% and...
Gold Correction Won't Dent Earnings; War May Spark Rally
New audio podcast with bullion dealer @MoneyMetals... We discuss the potential impacts of the war, the recent correction in gold and why it won’t affect earnings that much, and what could lead the next leg higher in #gold stocks. Begins at the...
USD Poised for Post‑month‑end Reversal Despite Current Hedging
Month end comes at a most interesting time for the DXY. The market was super complacent in early March and now appears to be hedged a fair bit as risk reversals have blown out in EURUSD etc (bid for EUR puts). I...
Provincial and Federal Support Cuts Municipal Development Fees
Today We Will Have The Announcement Of The Provincial & Federal Governments Supporting The Reduction Of Municipal Development Fees Let's endorse this Everything that reduces Taxes is an unqualified GOOD THING Because Canadians are over taxed And Development Fees went NUTS