Francium
1.3K posts


@gasino77 @SuchBadLuck6 @BabyGotGas This is ridiculous that producers do not pay attention to the weather. They should have adjusted product to be more around 99bcfd for two more weeks but they simply don’t. The January spread is a serious concern because the inventory even with a huge drawdown is not enough
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@SuchBadLuck6 @BabyGotGas Depends on winter - if cold then yes otherwise no
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@nataninvesting It will be a $2T co in ten years .. and still better valuation than US counters
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@BrianTycangco Can you explain a bit more on why Taiwan is 289? Is it because TSM and Foxconn have significant investments outside Taiwan not accounted for the GDP of Taiwan?
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@orrdavid This is one of the best examples. I know a hair stylist who acquired NVDA at $1.14 and kept holding it because it was always going up. Her observation was that any stock that does forward split went up significantly. She also held NFLX ROKU AAPL etc. She has $11m! Nobody cares.
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In July I had a cosmetic surgery. After the operation my surgeon and I talked stocks. We got along quite well and hung out a couple times the following few days while I was recovering.
He showed me his portfolio on his phone, and it was worth over $100 million. He was an early investor in both $AAPL and $NVDA. He saw no reason to sell either stock, and was confident that $NVDA especially would keep going up.
The other stock he loved and bought recently was $CAVA.
He only had around 25 stocks in his portfolio. They were all doing very well. I asked him about that, and he confirmed that he cut losing stocks, figuring they were bad companies or that something must be wrong.
It's amazing to me that my plastic surgeon was a better investor than most active managers. Lynch's quote about watering flowers came to mind.
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@DailyCompoundng Expect $FXI to hit $50 by next year and $75 to $80 in five years. There will be profit taking for weaker hands but M2 money 🤑 supply from China has increased.

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India’s Sensex now off 5.6% from highs. A little more bloodletting might be welcomed. $INDA $EEM $VWO

Brian Tycangco 鄭彥渊@BrianTycangco
I've been bullish on emerging markets like India for a long time now. But this market needs a healthy pullback of 7-8%. $INDA $EEM
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@KobeissiLetter Yes it looks very healthy as soon as you expand it to 5 years or even 10 years
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@DailyCompoundng BABA should be about $300 in one year. Remember Meta moved up from $90 to $550. When you inject liquidity and the cashflow goes up Q o Q, you are looking at continuous upgrades!
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@Mr_Derivatives US has been doing that to IWM for 15 years. On the other hand, China has just started the US style fiscal policy now. Expect a 10 years of bull market in China.
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@Mr_Derivatives Lolz bruh 😎 you can keep taking surveys until you see BABA and Tencent become trillion dollar companies. They are filing highest number of AI patents and Chinese peasants have started investing in stock market 📈 with highest gambling volume. Buy every week on Friday for 1y
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@nataninvesting Bruh you need update your China M2 money supply macro to BABA micro revenue and profit margin growth of BABA. Do it early because analysts will do it when BABA reached $300. My model tells me that Tencent and BABA will be trillion dollar companies within 3 to 5 years.
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@DailyCompoundng Bruh you know retailers have a weak hands and they will sell quickly but large research firms will upgrade China after one month and they will again upgrade China after Hang Sang reaches all time highs. BABA will make 200 percent returns and it will still be undervalued
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Francium retweetledi

@HotboiledEggs @TimHortonsChina What about this location in Hengshui? Is that a Franchise or the company owned location? 1.74 P@K.Wm 06/20 anq:/ Tims 来了~ 来了来了~在衡水小伙伴的呼声下我们来了。久等了~我的朋友们# Tims # 衡水美食 # 衡水 v.douyin.com/iBRcmErD/ 复制此链接,打开Dou音搜索,直接观看视频!
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