Riley Smelley

3.7K posts

Riley Smelley banner
Riley Smelley

Riley Smelley

@FocusNotice

Qualitative Investor

انضم Şubat 2022
716 يتبع6.8K المتابعون
Riley Smelley
Riley Smelley@FocusNotice·
America First 🇺🇸
Headquarters@HQNewsNow

Trump is seeking to pay for his new $1.5 trillion military budget by cutting the following: $510 million - Grants for farmers and agricultural research $82 million - Loans for rural small businesses (Fully eliminated) $61 million - Support for farmers and food markets (Fully eliminated) $240 million - School meals and food education for children abroad (Fully eliminated) $659 million - Community building grants $47 million - Support for minority-owned businesses (Fully eliminated) $449 million - Economic development grants for communities $1.6 billion - Weather forecasting, fisheries, and coastal protection (NOAA) $993 million - Scientific research and technology standards $150 million - Support for American exports and trade $2.2 billion - Broadband and internet access programs $8.5 billion - Funding for public schools $1.5 billion - Vocational training and adult education (Fully eliminated) $2.7 billion - College access and higher education support $15.2 billion - Roads, bridges, and infrastructure projects $1.1 billion - Home energy efficiency and clean energy programs (Fully eliminated) $1.1 billion - Scientific research funding $386 million - Environmental cleanup programs $150 million - Cutting-edge clean energy research $4 billion - Help paying home heating and cooling bills for low-income families (Fully eliminated) $768 million - Refugee resettlement assistance $819 million - Care and shelter for migrant children $775 million - Local anti-poverty programs (Fully eliminated) $5 billion - Public health programs, mental health services, and disease prevention $5 billion - Medical research (NIH) $129 million - Healthcare quality and safety research $356 million - Emergency preparedness and disaster response $1.3 billion - FEMA community disaster preparedness grants $707 million - Cybersecurity protection for critical infrastructure $52 million - Airport and transportation security $40 million - Protection against chemical and biological weapons threats $53 million - Funding for homeland security operations $3.3 billion - Community development block grants for local neighborhoods (Fully eliminated) $1.3 billion - Affordable housing construction grants (Fully eliminated) $393 million - Programs to reduce homelessness $529 million - Housing assistance for people living with HIV/AIDS (Fully eliminated) $489 million - Housing and services for Native American communities $50 million - Grants to help communities build more housing (Fully eliminated) $60 million - Enforcement of fair housing and anti-discrimination laws $58 million - Homebuyer and renter counseling services (Fully eliminated) $45 million - Renewable energy development programs (Fully eliminated) $1.7 billion - Grants for local law enforcement and public safety $20 million - Civil rights mediation and legal access programs (Fully eliminated) $1.6 billion - Job training for at-risk youth (Fully eliminated) $395 million - Jobs program for low-income seniors (Fully eliminated) $234 million - Worker safety and labor protection programs $101 million - Enforcement of equal pay and workplace anti-discrimination laws $46 million - Programs to combat child labor and forced labor abroad $2 billion - International humanitarian aid $1.2 billion - Food aid for hungry families abroad (Fully eliminated) $4.3 billion - Global health and disease prevention programs $2.7 billion - Funding for the United Nations and international partnerships $642 million - International economic and treasury programs $315 million - Democracy and anti-corruption programs abroad $486 million - Grants for public transit projects $4.2 billion - Electric vehicle charging infrastructure $372 million - Airline service for rural and small communities $145 million - Grants for sustainable and equitable infrastructure $204 million - Loans and investment for underserved communities $1.4 billion - IRS taxpayer services and enforcement $100 million - Air pollution monitoring and reduction programs (Fully eliminated) $1 billion - EPA grants to states for environmental protection $2.5 billion - Clean drinking water and wastewater infrastructure funds $90 million - Grants to reduce diesel pollution (Fully eliminated) $3.4 billion - NASA space and earth science research $297 million - NASA technology innovation programs $1.1 billion - International Space Station operations $143 million - STEM education programs $309 million - Small business development and entrepreneurship programs $170 million - Small Business Administration operations $158 million - Loans for small businesses

English
0
0
1
444
Riley Smelley أُعيد تغريده
Chris Hoeger
Chris Hoeger@DataDInvesting·
BREAKING NEWS FOR DDI This week, I accepted an offer to join the $SOFI team in the Office of the CFO. I couldn't be more thrilled and excited for the opportunity to get to work and have a real positive and tangible effect on this company, the millions of members who use its services, and the shareholders who've invested in the vision to help people get their money right. This is a huge pivot in my career, and I can't wait for the learning and growth that's ahead of me. It also means however, that for the foreseeable future, Data Driven Investing is going to wind down. I've loved building this, sharing my analysis, debating back and forth, and learning and interacting with everyone. It's truly been my pleasure to do so. I'll still be here, and I'll definitely be seeing everything you all post, but I won't be talking about SoFi or any other individual equities. I start December 15, and I can't wait to roll up my sleeves, get to work, and make my footprint bigger than my foot. FRESH HORSES WE RIDE!
English
396
94
2.4K
233.8K
Riley Smelley أُعيد تغريده
Chris Hoeger
Chris Hoeger@DataDInvesting·
Nobody wanted $SOFI at $7 last summer. Now everyone is lining up to buy at $30. The fundamentals were always good enough to support a way higher price. The market finally caught the vision. I think there will be continued compounding over the long run from here.
Chris Hoeger tweet media
Chris Hoeger@DataDInvesting

I've said a bunch of times over the past 6 months that the only thing that $SOFI needed to run was a change in sentiment because the fundamentals supported a much higher price. Sentiment shifted and now everyone is trying to pile in.

English
28
17
428
44K
Riley Smelley
Riley Smelley@FocusNotice·
@amitisinvesting Warren Buffett didn’t say that. In fact, he described Trump‘s tariffs “as an act war”
English
1
0
6
561
amit
amit@amitisinvesting·
oh my goodness. oh. my. freaking. goodness. DONALD TRUMP JUST REPOSTED THE FOLLOWING VIDEO ON TRUTH SOCIAL ⬇️ This repost is an OFFICIAL confirmation that he agrees with the theory below, which is to crash the stock market in order to lower bond yields. The video quite literally starts off with "why Donald Trump is crashing the stock market," and mentions that Trump is playing "4D Chess," which now seems like an idea that he is endorsing.
amit@amitisinvesting

WHY DONALD TRUMP WANTS THE MARKET TO CRASH ….in the short term ⬇️ This chart below sums up the reasoning behind what the current adminstration is doing and why it is having adverse effects on the market. Kris @KrisPatel99 did a great job today explaining this more in depth on the market open & I think the thesis checks out: 1. We have $7T of debt we need to pay in the next 6 months…if we don’t pay it, we’ll have to refinance. 2. The Trump admin does NOT want to refinance at a 4%+ rate…the 10yr at one point this year was 4.8%. 3. How do you get the 10yr to come down? Markets need to show weakness in growth, DOGE has to be perceived as actually working, interest rates need to come down. The way to do that is to create massive uncertainties — aka tariffs — which can slow down growth in the short term, get the bond market to start BUYING bonds ASAP because of how scared they are of touching stocks (causing yields to fall which is what we need to refinance the debt) and then that gives the Fed the authority to lower rates which continues to bring yields down. So, although conventional wisdom says tariffs are inflationary and the 10yr should be spiking on more tariffs — it’s actually going down because its bringing so much uncertainly to equity markets that people are selling stocks and buying bonds! Which is exactly what the Trump administration wants to happen in the short term in order to bring refinancing costs down. Short term pain for long term gain?

English
366
335
2.6K
1.4M
Riley Smelley
Riley Smelley@FocusNotice·
I have made some really awesome changes in my life recently. 2025 is going to be my year. Coming for $SOFI and my old community soon. LFG!
English
2
0
29
2.7K
Swifter
Swifter@Swifter1243·
I'm fucking speechless. We managed to defeat the behemoths that are the 2018 popular maps and have placed as the #1 map of ALL TIME. In only 5 months. I love you all. This is the biggest achievement of my life so far. I didn't think it was possible.
Swifter tweet media
English
24
21
251
0
Riley Smelley أُعيد تغريده
ProPublica
ProPublica@propublica·
Arizona does not vet new voucher schools. Not even if the school or the online school “provider” has already failed, or was founded yesterday, or is operating out of a strip mall, or offers just a half hour of instruction per morning. propublica.org/article/arizon…
English
9
134
257
28.3K
Riley Smelley
Riley Smelley@FocusNotice·
@DrAllyLouks As a Smelley, I find this deeply offensive. My ancestors didn’t endure centuries of olfactory oppression for this slander.
English
0
0
0
77
Dr Ally Louks
Dr Ally Louks@DrAllyLouks·
Since there is some confusion about the nature of my research, here is the abstract for my PhD thesis, which I hope will provide more context for anyone interested in learning more about my work!
Dr Ally Louks tweet media
English
2.3K
2.3K
63.2K
8.8M
Dr Ally Louks
Dr Ally Louks@DrAllyLouks·
Thrilled to say I passed my viva with no corrections and am officially PhDone.
Dr Ally Louks tweet media
English
10.8K
10.2K
249.5K
130.8M
Riley Smelley
Riley Smelley@FocusNotice·
$SoFi is 58% of my portfolio. 3 pennies from its all time low and my conviction has never been higher.
English
89
19
391
0