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GOLDMAN SACHS CEO SOLOMON SAYS OPTIMISTIC THERE'LL STILL BE SIGNIFICANT AMOUNT OF INVESTMENT IN DATA CENTERS, COMPUTE CAPACITY IN US- CNBC INTERVIEWView quoted post on X
Cestrian Capital Research, Inc
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Folks if you would like to find a way to trade the ideas developed by some of the top research shops - take a look at @RunPlutus .
You’ll find @eliant_capital @AurelionRsch and others there.
None of this furu nonsense.
You’ll find @eliant_capital @AurelionRsch and others there.
None of this furu nonsense.
This is straight-up grift.View quoted post on X
Why on earth would you start an asset manager with the Hedgeye name and not use the Hedgeye process, @mablum?
If the Hedgeye process is so good, isn’t the logical step to extend that to the asset manager? Walk us through your thought process.
Was it purposely set up this way to avoid killing the research golden goose? If the funds underperformed (and they have), you can say you had nothing to do with it… have I got it right?
This industry is filled with deceptive people who avoid taking ownership at all costs.
Great video
$NVDA Will Jensen Huang step down?
Nvidia is down about 5% pre-market on the news, but I think Tuesday's CPI is the bigger test.
In 8 minutes:
- the questions investors should ask,
- why Nvidia's valuation is near the low end of its 10-year range, and
- what I'm watching this week.View quoted post on X
Yields are 25-46bp off their highs, VIX and MOVE are both falling, and the long bond is in an uptrend. That’s a tailwind for equities. So why is the Nasdaq-100 still 994 points under its 200-day? $TLT $QQQ
The S&P 500 is 6% off its highs and still holding its 200-day SMA. The Nasdaq-100 is 994 points under its own. Nothing is broken until the S&P loses the 200. $SPY $QQQ
