Non-Correlating Stock Ideas

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Non-Correlating Stock Ideas

Non-Correlating Stock Ideas

@IdeasNon

Equity, Crypto, Preferreds and unconventional investments. Contributing on Seeking Alpha: https://t.co/OLp8FHIIfu Bluesky: https://t.co/uVBEnPml7U

Beigetreten Haziran 2018
217 Folgt973 Follower
Angehefteter Tweet
Non-Correlating Stock Ideas
Between my FinTwit feed + Crypto community here on Twitter, I've decided to take a break from this network. It just isn't what it used to be, and I'm finding a clearer signal than this noise over at Bluesky now. Maybe I'll come back someday. Maybe not. ncsi.bsky.social
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From the unimportant file, walking home on a cold evening just using the auto-catcher, picked up this Galarian Zapdos. This is actually the second one I've auto-catched. I share to suggest you shouldn't bother trying to catch them and endure the aggravation. @PokemonGoApp
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This used to be about finances for the disenfranchised as well as independence from government and third-party "trusted" intermediaries. The community sold out to politicians for higher prices giving us ETF's with options. The potential has been sacrificed solely for greed.
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I have to admit with my feed dominated with $BTC high 5's I feel less attached to the community than since the beginning. Most of the people here I used to respect have sold out to politicians for higher BTC/USD price. This feels like the 90's internet all over again. We've lost.
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There's a point where $CNI is interesting. It's the best railroad in NA and now starting to trade cheaper than peers. It's just that the overall valuation is still about 2-3x what I paid two decades ago. $CNI / $SPXEW
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Not surprising, but it looks like it will be all Growth into the finishing line this year. Ytd $RLV / $RLG. I feel your pain and frustration Value investors, but this often provides the good setup for purchases in December outperforming in the next year.
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Was this a false breakout for the USD $DXY? Starting to wonder given how quickly it's coming back in. If so, then the ramifications for '25 set up's looms large.
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Chart hasn't updated yet, but $DXY USD just generated a triple Buy signal on 1% box chart. This has been one scenario that I did not expect from the post election action. The buck has been about the best asset out there this month. Hugely negative for global equities thesis.
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Out of the basket of assets that haven't worked since the election mostly due to the rally in USD, $EDIV and EM in general have been noteworthy last few days. I'm considering bumping up my position.
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$METC $METCB "holders will receive a number of shares of Class B common stock for each share of Class B common stock determined... by the closing transaction price of the Class B common stock on December 2, 2024." No VWAP, just the last price, so yes I expect a pop on the close.
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Mark Ungewitter
Mark Ungewitter@mark_ungewitter·
@fundandtechy I prefer percentage scale on P&F charts and log scale on standard charts.
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XnO
XnO@fundandtechy·
@mark_ungewitter when you do RS on PnF, do you stick to default scaling, or do you adjust it to something else?
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The volatility on $CVS has just been crazy recently. Gaps all over the place.
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An interesting market reaction that says a lot, $MLI is down today after getting bumped up from the small-cap S&P 600, to the mid-cap S&P 400. There's more ETF exposure in the former than the latter, but I think that helps explain why mid-caps provide excess returns.
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@fundandtechy I'd expect them to return to it. The popular view is it worked with no negative side effects. (Not my view, but I'm not a member of the federal reserve.😁)
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XnO
XnO@fundandtechy·
@IdeasNon Will we return to that policy in the future, or will use a softer touch in policy and let markets sort things out in most cases?
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The push back against the $NVDA 🚫 $CSCO thesis. TTM Ev/Ebitda Cisco peak in '00 about 140x. Nvidia's recent 160x. Of course Cisco's eventual peak much higher a few years later after capex collapsed.
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$METC is going to distribute about 810,000 shares of $METCB on the next dividend assuming the latter holds up around 10. That's just a ton of supply hitting this illiquid stock at the end of the year no less. This is a mistake of their own doing.
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