MoneyStockFlow
10.7K posts


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@BeardoTrader Today was a hybrid move, should of been a stronger sell off in the mid morning, that flush should of continued on. Only thing holding it up is "Tweets and Hope" for a swift resolution in Iran. Oil flushed, bonds raised, gold dropped. Messy day.
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@Grummz Glad you finally found this dude, he is pretty cool and has some great ideas he has implemented. Single dev, im impressed!
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@BeardoTrader IRAN'S TASNIM: "WE WILL CONTINUE TO RESPOND AND DEFEND COUNTRY". You wre correct.
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Alright, here’s what happened:
Markets and sentiment were frustrated by Trump’s back and forth comments on Iran.
The ceasefire is essentially a manufactured pause to restore stability and confidence in the administration.
Unless Iran acts provocatively, expect a quiet week ahead.
Any other outcome would have risked breaking trust with both markets and the American public.
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@MakoFukasame What are you talking about, everything you just said is false. Plex is OG, life time membership since the start and never had any of these issues. Im not sure most people are using it right reading the comments....
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i wanted to go with plex, but they’re weird with privacy and data collection, also not a fan of the subscription.
jellyfin has been good even if it doesn’t work as seamlessly, your files are yours

Jab 🍉 @ PAX East@jab50yen
When you and your friends hit 30 you start getting DMs like this
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@FromKulak Steven's Transport doesn't approve of this message. Would be a shame if some one call in.
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@legen_eth I dunno, maybe the massive parabolic run just can’t go straight up forever??? Just a hunch.

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A 10-year backtest on S&P 500 large caps proves that filtering for earnings quality creates a significant edge.
The strategy focuses on companies where operating cash flow exceeds reported net income. When cash collected outpaces earnings on paper, the accrual component is negative. This means the company is not relying on accounting estimates to hit its numbers.
The strategy applies five rules:
▪️ Positive operating cash flow.
▪️Positive net income.
▪️Cash flow greater than net income.
▪️Accruals to assets ratio below 5 percent.
▪️Financial firms excluded.
The remaining names are ranked by the accruals to assets ratio and the best 25 names are held. The results are compelling.
Over the decade ending March 2026, this 25-stock portfolio returned 17.54 percent annualized. The S&P 500 Equal Weight benchmark returned 11.12 percent. Better Sharpe ratio as well.
Current holdings include Meta, ServiceNow, Datadog, and Devon Energy. These firms represent a cash fortress across different sectors. They are held together by one shared trait: their cash earnings match or exceed their reported earnings.
Are accruals still relevant?

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@GPrime85 100% bro. No hate on Crimson but Witcher 3 is a beast game! Def a top fav.
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@Gr8tful_Bushman @MarioNawfal Stfu you limey prick. The us government is not stretched thin you wingnut.
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@MarioNawfal The US will be making a grave mistake attacking Cuba right now. The military is already over stretched. They are occupied at Taiwan, defending Ukraine and fighting a major war at Iran. It will be unwise to start any military operations in Cuba
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🚨🇨🇺 BREAKING: WTF is going on in Cuba?
There are reports of explosions being heard in its capital, Havana and images that appear to be 2 or 3 large fires in the distance.
According to Mag Jorge Castro, a Cuban journalist, there are multiple reports of "the presence of black berets [Cuba's Special Forces] preventing neighbors from staying in the doorways, and sounds of helicopters."
Would Trump be crazy enough to go into Cuba while the Middle East is still on fire?
Sources: Rerum Novarum, AZ Intel


Mario Nawfal@MarioNawfal
🇨🇺 Code Pink communists are living it up in their fancy Cuba hotel with a private generator keeping the lights on and AC blasting. Meanwhile, 99.9% of actual Cubans are sitting in total blackout. All animals are equal… but some animals are more equal than others, right? Source: @visegrad24
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@Simply0DTE @SkylitAI Retail is always "early" or "late". lol
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@Mktrhythms @KobeissiLetter Yup, and then they will get destroyed.
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@KobeissiLetter The S&P 500 is already about 15 trading days into the move and sentiment looks stretched after the drop. If flows start stabilizing here, the market could be setting up for a recovery window. Do you think this timing is where buyers usually start stepping back in?
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Is the market setting up for a rally?
The S&P 500 is down -5% since the Iran War started, now 15 trading days into the sell-off.
In previous geopolitical conflicts, US stocks bottomed around day 15 on average, based on over 30 major geopolitical shocks since 1939.
The current sell-off is tracking almost exactly in line with the historical average and median path.
After the typical bottom, the average recovery lasted for ~40 trading days.
From there, stocks tended to move higher after reaching their pre-event levels.
Is the usual geopolitical playbook set to repeat?

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