Bulls Remain Resilient on AI, Earnings, Cheap Valuations
Earnings Expectations Rising With Tail Risk $SPX $QQQ #Valuations Why market bulls can stay resilient despite risks: committed AI narrative, rising earnings expectations, valuations "on sale", and 'stable' yields & USD. Until they aren't. https://t.co/5NVOuV0Jdz
Ghodsi Warns 2024 Is Terrible Year for IPOs
Ali Ghodsi says this is a terrible year to go public … bad news for SpaceX and maybe OpenAI/Anthropic
Large‑Cap Stocks Near 200‑DMA Offer 26‑40% Upside
Macro: large caps sit just above 200‑day MA; breadth improves. Key: 26–40% fair‑value upside; fundamentals firm (JLL, AIZ, BDX). Risks: growth slip, rates. Trade: buy select undervalued names near 200‑dma with tight stop. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Yale's Investment Model Stumbles Amid College Financial Crisis
Yale’s Famed Investing Model Falters at a Fraught Time for Colleges. More at today's Chartbook Top Links: https://t.co/0UdW6XeX1G
Rapid US Rally Could Trigger Dollar Spike and Inflation
The risk nobody speaks about. Everyone wants a V-shape recovery. I don’t. If US stocks snap back too fast, hedge funds in Europe, Japan, Brazil sell everything locally and rush into the US. Dollar spikes to 110. Inflation restarts. What I want: slow...
Understanding Market Cycles, Research, and Valuation Signals
Weekly ChartStorm educational special: https://t.co/ICe21lzGEM A look at market cycles, the research process, and valuation signals... https://t.co/yHYEEwE6WB
Invert Your Strategy: Avoid Mistakes, Grow Wealth
Want to improve your investing results? Learn Charlie Munger’s inversion thinking, focus on what to avoid, not just what to chase. This simple mental model can sharpen decision-making, reduce risk, and boost long-term wealth in the stock market.
Trim ASML Position Amid Stretched Valuation Despite Strong Demand
Macro: robust EUV demand supports ASML. Key: €100m buyback, Q4 rev beat, large SK hynix order. Risk: stretched valuation despite 113% YTD gain. Insight: trim position to lock gains. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Tech's 50-Year Low Signals Imminent Mean Reversion
As per GS, this year the technology sector has seen one of the worst relative performance in 50 years. These things tend to mean revert. https://t.co/b6qFrbUJbj
Early AI Bets Beat Building: Microsoft’s $228B Return
Microsoft invested $13 billion in OpenAI between 2019 and 2023. Their stake is now worth $228 billion. 17.6x return. The most profitable minority investment in tech history. Sometimes the best AI strategy is not building it. It is backing the right bet early.
Walmart Signals Recession, Yet Bullish Signals Remain
The Walmart indicator is flashing recession. But that’s not the full story. On the latest Jim Paulsen Show, we break down what it’s signaling, the implications of the oil shock, and the bullish indicators most investors are missing. 🎙️https://t.co/6nYM17bPMj 🍏https://t.co/JjLRDxh7gP 📺https://t.co/FzjaKKwQ5m
Carry Factor, VIX, and Policy Shape Family Wealth Persistence
🔬 Research links: a look at the carry factor, the VIX & economic policy, and the persistence of family wealth. https://t.co/rUj23cmfPx chart: https://t.co/gjM1ZEQ12Y https://t.co/7wwgt0KsMd
JPM Predicts AVGO Valuation Exceeds $120B Post‑earnings
After $AVGO earnings, I said ~120B was the likely number for 27. Now, looks like higher is likely. This from JPM. https://t.co/OvxZg1VUWr
KAI: Durable, High‑Margin Supplier Now At Attractive Valuation
$KAI is a mission-critical industrial supplier getting cheaper. With two-thirds of revenue coming from recurring parts and services, this is a durable, high-margin business trading at an attractive price. Pitch by SouthernSun Asset Management https://t.co/Aoh5GLtd0F
Oil Price Hikes Supercharge Devon Energy’s Cash Flow
When oil rises, shale cash flow doesn’t just grow — it accelerates. 👇 $DVN Devon Energy 851k boe/d with $1.5B quarterly operating cash flow. Capex already normalized for flat growth, so upside flows directly to FCF. Variable dividend model amplifies returns. Trades...
Staple Food Stocks Lag S&P by 39% Annually
We are at a year 2000 performance extreme on basic supermarket staples companies relative to the S&P 500. A basket of Campbell's, General Mills, Clorox and Conagra has underperformed the S&P by 39 percentage points per year for the last...
Half Your Income, Index Funds, Retire Early
HOW TO RETIRE EARLY (way before age 65): Save & invest 50% of your income into index funds for 10-15 years. You can do it faster if you invest a greater percentage of your income. P.S. This is how I retired from the...
Wells Fargo Ups RDDT Forecast, Target $100B Valuation
$RDDT -- analyst at Wells Fargo just raised their 2026 Q1 estimates and 2026 full year estimates for $RDDT after channel checks with "larger brand ad partners" This is from me... With continued platform growth, better monetization and bigger data...
Analytic Wealth‑floor Costs for Regime‑switching Portfolios
New paper: Dynamic Mean-Variance Portfolio Allocation under Regime-Switching Jump-Diffusions A wealth floor is a barrier. A market crash is a jump. Result: analytical terminal wealth densities, floor protection costs & de-risking glide paths - all analytic https://t.co/jbT1nAqw5M https://t.co/LkGMSr7G8n
Oppenheimer Reaffirms Buy, Fuel Surcharge Impact Minimal
$TMDX -- quality note/report this morning from Oppenheimer... they reiterated their buy rating... they reiterated their $175 price target... they made the following comments regarding fuel surcharge debate: "We have spent the last few weeks talking to various players in...
2027 Forward P/E Ratios Show No Market Bubble
How can we be in a bubble if these are the 2027 forward P/E multiples for some of the largest companies in the world: $MU - 4x $ADBE - 9x $CRM - 12x $META - 13x $NVDA - 15x $TSM - 16x $AVGO - 17x $ORCL - 18x $AMD...
Buy When Five‑Year Earnings Valuation Doubles Current Price
François Rochon on valuation "Our valuation discipline is simple. We estimate what we believe a company can earn in five years and then apply the P/E we think the market should give it. If the resulting price is at least double...
China Tightens Offshore Scrutiny, Dampening Tech Biotech IPOs
Stricter Chinese scrutiny of offshore vehicles a blow for tech and biotech IPO candidates Mainland’s stock market watchdog is discouraging establishment of ‘red-chip-structured’ companies in sensitive industries https://t.co/Pj3ZJqdAAm
Colt CZ Thrives with Dual Listing, Cheap Valuation
Colt CZ $CZG still going strong. Easy thesis: > 🇪🇺 & 🔫 ✅ > Prague listing ❌ (great city though) > Near-term dual listing plans ✅ > Still hsd EV/EBITDA vs 15-20x for Euro peers ✅ https://t.co/Rdpy7mDI7L
Grab’s Stock Slump Masks Stronger Business Transformation
The Investor's Paradox: Grab's stock is down 43% since September 2025, yet the business is arguably stronger than ever. ✅ Profitability? Check. ✅ AI efficiency? Check. ✅ FinTech scaling? Check. Is the market missing the transformation? I think so. Read...
Brazilian Stocks Remain Deeply Undervalued Compared to Global Markets
What an outstanding chart from my friend @RonStoeferle Brazilian equities remain historically undervalued particularly relative to global equities. Some of my favorite LatAm companies here: https://t.co/0uJrl7UKoA https://t.co/GGfYESXC0g
Start a Roth IRA Now, Millionaire by 50
How high school kids can set themselves up to be a millionaire. 1. Get a job 2. Open a Roth IRA 3. Start contributing $300/month By their mid 50's they'll have a 7 figure account.
Wealthy Investors Overpay for Underperforming Managers
96% of wealthy investors are confident their portfolio did well last year. 84% of their wealth managers actually underperformed. On a £5m portfolio, an underperformance gap of 3% costs £7.67m over 20 years. You're taking the risk. Someone else is...
Only 30 Stocks Generate 43% of Market Gains
From Hendrik Bessembinder's updated report: Only 30 stocks (out of 29,000) have produced 43% of wealth creation since 1926 Some will say this is why you just buy a market cap weighted momentum index like the S&P. I would say it proves...
His Position Sizing Defies Traditional Investing Rules
Derek Pilecki has compounded at 20%+ annualized over the past five years. In a recent conversation, he broke down his core position sizing rule... and it challenges one of investing's most repeated principles. Here's what he does differently.🧵
US Tech Hyperscaler Valuation Premium Declines
GS: The valuation premium of the US technology Hyperscalers has fallen S&P 500 12m forward P/E multiple https://t.co/29BVbVl8AT
Governance Gaps Highlighted Amid Unanswered CEO Outreach
Just so everyone has the full picture, the Koala has never received a reply to any of these emails to TNR Gold $TNR.V $TRRXF Have never met with or spoken with the CEO (despite trying) Swapped DMs with his son the VP...
US PEG Ratio Diverges From Global Benchmark
GS: The PEG ratio between the US and the rest of the world has re-set https://t.co/jWxIsm2v9R
Probability of Success Integrates Development Risk Into Biotech Valuations
Incorporating Probability of Success (PoS) is a unique aspect of #biotech valuation investors must be aware of. It tries to factor development risk into revenue and cost assumptions. Here is a table of PoS values: #learnbiotechinvesting #investing #BiotechPrometheus https://t.co/GA3LVSmWFZ
Tech's Relative Returns Hit 50-Year Low
GS: We have seen one of the weakest periods of relative returns for technology over the past 50 years Distribution of returns of World Tech vs. World ex. TMT, data since 1973 https://t.co/S5HpmcroXj
Staying Long Energy, Short Financials for Q3
SECTORS: we remain Long of Energy $XLE and Short of Financials $XLF in #Quad3 https://t.co/yzGAEJws8f
OHGR Lands 3‑year Sheffield Deal; Valuation Dips, Modest Dividend
#OHGR got Sheffield Teaching Hospital to sign up to 3 year deal. ShareScope has fwd p/e 19 falling to 18 and fwd Divvy 2.6% each of next 2 years. Interesting with NHS a national disgrace. I don't hold.
BKS Secures £2.1m
#BKS won a 5 year £2.1m contract for Proximity Cloud. Says sees "strong momentum across the business". ShareScope has fwd p/e 18.4 falling to 15.3 and but no Dividend. Interesting. I don't hold.
2026 S&P Outlook: Down Year with Late‑Year Opportunities
Coming up on @thestreetpro Why 2026 Looks Like A Down Year for the S & P Index * Though the negatives are accumulating, a few stocks are approaching buyable levels * "Slugflation" is more likely than ever - with economic growth...
Cash
For the many reasons I have mentioned in columns on @thestreetpro... the "cash on the sidelines" is a B.S. argument that often surfaces during maturing Bull Markets as Bulls run out of arguments... @dougkass
Pick Great Companies Over Favorable Industries Every Time
"If it's a choice between investing in a good company in a great industry, or a great company in a lousy industry, I'll take the great company in the lousy industry any day." ~ Peter Lynch
Tech’s Valuation Gap Narrows, Bubble Narrative Fades
Yardeni Research Chart of the Day (April 6, 2026) In the late 1990s, Tech's market-cap share towered 15 percentage points above its earnings share. Today that spread is 1.5 points. Earnings have done the catching up. Is the bubble comparison finally...
Buy the Dip, Hold Long—Veteran Gold Miner’s Strategy
I started in gold mining sector before 2000… buy the dip and stay long has been my strategy. https://t.co/IJIQMj8beA
Overweight Tesla as ARK Pivots to EVs
Macro: ARK shifts from industrial semis to EVs. Key: sold Teradyne, bought Tesla. Risk: ARK flows will amplify volatility. Insight: Consider overweighting TSLA within risk limits. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Sunway's RM11B IJM Bid Masks High‑P/E Time Bomb
Everyone thinks Sunway's RM11 billion bid for IJM is just about building a "NATIONAL CHAMPION," but the underlying math reveals a brilliant trap. At an implied 46.6x P/E, this isn't a generous premium buyout—there is a ticking time bomb most investors...
Start Valuation with Balance Sheet, Not Earnings
"Graham valuation starts with balance sheet reality, then adjusts for earning power." Most investors focus on earnings, but overlook what’s actually real.
Founder‑led Companies Crush S&P Returns with Long‑term Focus
Data from Bain & Company shows that indexed total shareholder returns for founder-led firms vastly outperform the rest of the S&P 500. Why? ✅ Long-term obsession > Quarterly smoothing ✅ Willingness to pivot fast ✅ "Founder's Mentality" Is your portfolio weighted toward founders?
Investing in Inevitable Tech: Wang’s AI Playbook
“I like to invest in inevitabilities.” Anthony Wang, manager of the $12B T. Rowe Price Science and Technology Fund joins us to discuss his approach to finding the inevitable, and where he sees it in tech and AI today. https://t.co/th3u4YuK6L
S&P 500 Historically Surges 30‑44% After Wars
Yardeni Research Chart of the Day (April 6, 2026) History is on the side of the bulls. The S&P 500 rose 31%-44% in the two years after four of six major US military conflicts since WWII. Does history rhyme here? https://t.co/L002x8ENP4
Trump-Era Markets Thrive, Except March Downturns
March Madness: the stock market has done well under Trump (both terms) EXCEPT the month of March. All the big negative mkt catalysts seem to happen in March (COVID, Tariffs, Iran). Here's S&P long term avg vs Trump Years. Do...