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Glass Lens Investment Research
666 posts
Glass Lens Investment Research
@GlassLensRes
BS Finance + MBA; Finance | Investment theses under articles | Long-term equity research (2–5yr) | Model driven short term trades | Not financial advice. DYOR.
New York City, NY Katılım Nisan 2026
99 Takip Edilen112 Takipçiler
Higher inflation, lower jobs…
Stagflation is here
*Walter Bloomberg@DeItaone
US JOBLESS CLAIMS +12K TO 211K IN MAY-9 WK; SURVEY 205K US MAY-2 WEEK CONTINUING CLAIMS +24K TO 1,782,000
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Hello 𝕏 investor community!
These are my stats from posting 2 and a half weeks consistently, just recently started connecting with people, building connections and seen better engagement rates. 📈📈
How would you rate everything?
Any tips on how to improve? 🙏
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My accounts essentially brand new but what I’ve found to help is 1. Replying to bigger accounts non stop and 2. In depth and longer articles/long posts.
My articles have done really well and have punched above my follower count consistently but I find long detailed posts have done well too.
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Alright what’s the secret? How are you guys hitting 5M impressions, come on?
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Today’s model trades:
Model has been 5/6 so far. We’ll see how it goes today!
$CAT
$QQQ
$SPY
Glass Lens Investment Research@GlassLensRes
3/3 today! Bringing the models total to 5/6 so far! 🟢 $SPY ended up +180% 🟢 $QQQ ended up +101.53% 🟢 $GOOG ended up +3.97%
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@APompliano Hoping this gives Warsh the cover to aggressively sell off the Fed balance sheet… maybe that will help.
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Reminder from 2021:
High inflation drives asset prices higher and it destroys the financial health of every day Americans.
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I don’t wanna really become a fearmongerer but uhm… this is pretty bad.
Wheat is the base ingredient for some of the cheapest, low quality foods people have access to. If that suddenly spikes in price then all those finished goods spike in price.
Low income to lower middle class is about to get another wave of un affordability at the grocery store beyond much of what we’ve ever seen.
Not to be like that but I mean oddly similar to the Weimar Republic of Germany….
Would you agree?
UNSHADOWED (formerly IceAgeFarmer)@UnshadowedShow
Wheat exploded in price yesterday (limit up) after USDA forecast that over 8 million acres of HRW (Hard Red Wheat) will be abandoned in the Great Plains That's 37% of planted acreage reported in the March Prospective Planting report, and means U.S. farmers this year will harvest their smallest wheat crop since 1972. This comes on top of already record-low planted acreage heading into the season (lowest since 1919 in some metrics). Global supplies are tightening too. Expect bread, pasta, baked goods, and processed foods to climb in the coming months — and pressure on livestock feed could push meat/dairy prices higher as well. This is another brick in the wall of rising food costs. Grow your own food — that is the answer. Stock seeds, expand the garden, learn to preserve, and connect with local growers.
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🚨 $DIS: The Magic is Back and Gorier than Ever– Mega Bull Thesis🚨
Disney is entering a new golden era.
Streaming profits exploding, content machine firing on all cylinders, and the parks Experiences engine ready to dominate.
Devil Wears Prada 2 topping the box office and the Punisher tv show opening the door for Disney to address gory films on the same platform where kids can watch Mickey Mouse clubhouse 🤯
It’s awesome!
Parks and experiences are what people want in the digital age and it’s not easy to copy!
Iger’s playbook + fresh leadership = massive rerating ahead.
(Punisher was extremely entertaining btw and highly recommend. Disney is now gory!)
Would you travel to Disney? Do you own Disney+, ESPN or Hulu?
Full long-term investment thesis here 👇
x.com/i/status/18418…
Glass Lens Investment Research@GlassLensRes
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@MyLordBebo @elonmusk we need that PoV! Post it on X!
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x.com/glasslensres/s…
Yes it is Jack! An absolute behemoth. But it’s still growing nonetheless and you have to also understand that as soon as the opportunity presents itself, probably in a pullback or recession, that capital will be deployed into the right assets at the right time while everyone else is scrambling.
Glass Lens Investment Research@GlassLensRes
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$BRK.B might be the best hedge against an AI bubble or macro shock.
$400 billion in cash and a defensive portfolio makes outperformance inevitable in such a scenario.
This company is a literal financial fortress.
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@FlippieFinance Do you have a favorite brokerage?
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@GlassLensRes Lol I get what you mean. But I see so many of them it'd be hard to ignore them all😂😂
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No disrespect, but is it just me or when you see someone on finX post an opinion and then it has a screenshot of the ticker but on the robinhood app, their opinion immediately loses weight?
What brokerage do you use?
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@FlippieFinance Idk there’s just somethin abt it…. Im glad someone else gets it tho🤣
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@BallinCapital Interesting. I think the big guys def do some manipulating. I think ai has allowed retail to start to play the game too tho. Interactive brokers’ revenue has exploded in the past year or so. Gotta imagine ai is the driving force.
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@GlassLensRes I've seen it over and over across so many companies. The truth came out with the India vs Jane Street stuff. They were banned from doing it in India but do it daily in the US, especially since there is no more SEC/FBI enforcement, as Trump and his circle are openly doing it
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$SPGI is down almost 5% today 👀
May be a pretty solid opportunity. Market overreaction?
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@FlippieFinance Thanks! I greatly appreciate you!
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@GlassLensRes Congrats man! You now have 1 more :)
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100 FOLLOWERS!!🥳🎉🍾
Started this acct 2 weeks ago and we’ve already hit some crazy achievements!
• First article to get over 15k impressions!
• 100 followers
• almost 300k total impressions.
My main goal is still to get monetized and use the income to trade with my model and show the full story.
I hope I share some insightful equity and macro content that you actually find to be useful to your investing journey…in addition to the memes.
I think 250 followers is my next goal!
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@GlassLensRes I like their cash flow… are you investing in any dividend stocks?
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I have $18,500 to invest.
Is this a solid split for a medium risk profile?
$VOO: $7,400
$MSFT: $2,775
$BRK.B: $2,775
$META: $1,850
$V: $1,850
$UNH: $925
$O: $925
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@NotA_Bull $CAT , $FANG , $BK , $PEP is what I’ve been holding for a bit over a year. Heavily contemplating trimming the Pepsi but I rlly like the direction of the company so may just average down if they see some trouble.
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I don't like posting gain porn.
It's uncouth.
But I can't share this with anybody in my real life (sans my wife), so y'all are going to get it today.
This is a huge milestone - my first 6 figure day.
I started tracking my finances in Feb 2022, when I had a net worth of $36,539 and a brokerage account value of $11,860.
Today's gain alone exceeds my entire net worth as of Jan '24.
It's not just thanks to gains - I maintained a 50% savings rate until Aug of last year.
Nevertheless, the magic of compounding, built on independent thinking and research, and the ability to take mindful and intelligent risk, has done incredible things.
Deeply grateful to both @Comm_Invest and @majgeoinvesting who have been my biggest influences and educators over the years.
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