Vol to Valuation
@VolToVal
Tweets Not Investment Advice | I tweet about stocks, news flow & macro
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Eventually everyone is going to get AI fatigue and stop using it. We’re building to fast, a lot of waste is coming.
Just bought a car, pretty easy to negotiate down the roughly $2-3k price increase I was seeing. Just gotta know where the car was made and how long it’s been on the lot.
Can’t believe I never thought of this but Tom Hanks is T.Hanks, thanks lol
Gotta keep foreign currency depressed vs USD, took much USD IN circulate would have the opposite effect for mass exporting counties.
Hey China, you should get the National Team to sell your CDS (while buying your stonks) or someone will get the impression that things are cracking behind the fake facade
Too much heat in the kitchen
Hormel Foods Corporation (NYSE: $HRL), a Fortune 500 global branded food company, announced today that Steve Lykken, group vice president of supply chain, will be leaving the company
Someone’s bluffing at the economy’s poker table, who has the best hand? 🧐
At current valuations, I believe the aggregate domestic equity market is asymmetric to the upside (more upside than downside for the remainder of the year).
Volatility rises Below... As they say: "nothing good happens below the 200-day moving average" Something to keep in mind: chartstorm.info/p/weekly-s-and…
With tariffs ramping up again, has someone stumbled upon a chart comparing the Jan 2018-Mar 2018 period relative to today?
BREAKING: President Trump says 10% tariffs on China will officially begin tomorrow. This will be on top of already existing tariffs on China. Nvidia CEO Jensen Huang is meeting with Trump today.
Did DeepSeek illegally buy Nvidia's chips? Since DeepSeek was founded, Nvidia's sales to Singapore are up a WHOPPING +740%. The US is now PROBING if DeepSeek bought Nvidia's GPUs through third parties in Singapore. This will have MASSIVE implications. (a thread)
DOGE is classified on X as a government OR a multilateral organization account (the latter could mean anything, like the OECD) People are so blind with rage that they have completely forgotten how to read x.com/mattmfm/status…
This is just ridiculous: the ‘DOGE’ account has a gray verified checkmark denoting it as an ‘official government account’ even though there is currently no such government entity. Emblematic of how much this platform has turned into state-run media for Trump.
Small Caps ($IWM) slightly more expensive than history but at a severe discount relative to large caps. Size premium will depend on long-term rates declining.
Only 14 of the last 130 trading days this year are responsible for the full return of the S&P 500 (up ~17% YTD).
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