Alan Gałecki – Financial-Engineering.net

New Research Report — for Premium PLUS members My latest stock idea is targeting a medical area with high unmet need. > market penetration of only c. 5%, despite three big players already serving patients. > no needle-moving innovation for four decades > patients holding back due to certain inconveniences > an aging population increases the potential customer pool even further. playbook: 1. take market share 2. increase the market as such with a better product 3. growth further through more qualifying patients in an aging population My pick is ready to revolutionize the hearing-loss market with a novel approach, overcoming certain obstacles. —> Join Premium PLUS (link to my blog in my bio) to uncover my latest pick before others do.

@BasicAppleGuy White without a doubt

Team Black Key Caps or Team White Key Caps? ⚫️⚪️

@MisterAccord With a stagflationary recession likely at current circumstances, this does not seem likely

$FNMA is probably a 5X at a minimum with the current price. Trump has delayed ending conservatorship, but every quarter of retained earnings improves the balance sheet. Fundamental risks decrease for the business.

@MichaelPBento What’s not so great (to your first sentence) is that bonds are flushing

At this point you have to wonder if Trump is intentionally trying to crash the market and destroy the economy. We were doing fine overnight until this came over. We may still bounce today, but I’ll be using this morning to open add some more calls if I see the options flow is supportive.

@DonMiami3 Reminds me of the British trade deal

How many times will we pump on the same fake reopening the Strait headline 50?

@RealEmirHan Agree

Pierce Brosnan is the best Bond ever according to Christopher Lee. “I don’t think anyone has ever succeeded in putting Ian Fleming’s James Bond up on the screen.” “The closest, in my opinion, is Pierce Brosnan.”

@CaryKelly11 Yeah true gum (seldom) or just drops (with stevia, no sugar, no strange sweeteners)

Anyone still chewing gum? That chewy part that never gets smaller is a plastic polymer. That same polymer can also be found in plastic bags, glue and tires. A 2025 UCLA has shown that chewing gum releases hundreds to thousands of microplastics into your saliva per piece. I highly recommend you stop chewing plastic.

@DeepIceValue For the same reason my paid subscribers and I had $EQNR

I guess we know now why $BRK.B was stacking $OXY and $CVX for years while the price was not amazing..

Ouch 😣

@Stock_Bonvivant Auf die Brötchen und Blumen an der Tanke? :-)

Und in Deutschland wird dagegen über Übergewinnsteuer philosophiert 🫠

Well… who’d have thought $FNMA $FNMAS $FMCC

$CPB I hope consumers don’t start associating the sauces with the stock’s performance 📉

Risking to repeat myself, but: it is not wise to think about food stocks if expecting food inflation. it’s land, fertilizers, energy. expect foods stocks — everybody’s dividend darlings — to have a tough time amid margin pressure, battling private label.

6/6 Read my full article for my complete thought potpourri: financial-engineering.net/positioned-to-… —> Paid subscribers get exclusive access to my best stock ideas —> transparent performance —> results without a single Bag7 stock

5/6 It’s not all gloom + doom, though. Opportunities include energy producers, select commodity and fertilizer plays, pharma / bio- / medtech with low market correlation, special situations, and undervalued stocks. Tactical cash provides short-term flexibility.

1/6 With commodity and energy prices surging amid geopolitical tensions, consumers and investors face a second inflationary wave. Key Q: How to position portfolios to sidestep 2022's pitfalls (or worse)? Continue reading to uncover some ideas. 👇

@capitalistexp It was bread prices that kicked off the French Revolution

9/9 Think Maslow's hierarchy: food at the bottom... everything else on top. When people start worrying about eating, they stop worrying about their Mag 7 stocks. Think the crowd is pissed about gas prices and flight cancellations now? Wait till they're pissed about food prices. That's how empires collapse. Return of capital > return on capital. The world is about to learn it the hard way.

1/9 Few thoughts on the Middle East mess... Oil running hot. Lines at the pump. Flights grounded. Everyone is glued to oil prices and Dubai chaos. But few are pricing in the second-order effects...