Saruatiy.

545 posts

Saruatiy.

Saruatiy.

@maccantina

Ferrara Katılım Aralık 2011
33 Takip Edilen24 Takipçiler
Serenity
Serenity@aleabitoreddit·
JPM is projecting 0 rate cuts in 2026 (Mar 19th). Derivatives show~37% 0 rate cuts. Here's the traditional winners and losers: 1. Banks / Stablecoins: $CRCL, $JPM, $BAC, $WFC - Interest from treasury, CCs, mortgage 2. High Cash vs. MC: Berkshire < $BRK.B >, $ETOR, $VLN, and others - Companies that sit on large piles of cash relative to MC, where interest rates make material difference to operational income. - This is beneficial to a lot of brokerages, but also very nuanced eg. $HOOD. 3. Insurance: $PGR, $MET, $ALL - Higher yields on bond portfolios 4. Value/Cyclical Stocks: $XOM, $CAT, $DE - Strong cash flow today + underlying commodities boost as well. Losers: 1. Telecommunications & Heavy Industrials: $T, $VZ, $ATUS - Companies that carry massive debt loads to build out optic cables, 5G, etc. 2. Utilities: $NEE, $DUK, $SO, $XLU - Utilities carry heavy debt to maintain power grids and partly bond proxies 3. Real Estate + REITs: $AMT, $O, $BXP - Higher rates drive down the valuation of the physical properties themselves and harder borrowing for buying homes. Then government bonds > dividend yields. 4. Unprofitable / Speculative Tech: $ARKK Nuanced: Historically Mag7 like $NVDA, $AAPL, $MSFT, $AMZN were neutral-winner as they were typically sitting on loads of cash. But for the first time, some are going into debt for the AI buildout and are scaling like startups again (eg. $META 33%+ Y/Y revenue growth): -> Cash-rich companies like $AAPL are likely to be fine, $MSFT + $GOOGL (largely funded by operational income) -> While $META, $ORCL, and others may face more challenges (projected to take on debt long term) However, despite short term volatility from projections + War in Iran: One TACO could flip all the projections. So, I would not bet on high interest rates or rate hikes or this trade. And I don't think markets will either long term.
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Saruatiy.
Saruatiy.@maccantina·
@traderstewie @javier_navarroa I will share my live trading alerts (entry and exit points) on WhatsApp. Join for free! ✅ ➡️Copy search input Reply "777" to WhatsApp: +14122874119
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Traderstewie
Traderstewie@traderstewie·
Gotta give a big THANK YOU to fellow AOT community member @javier_navarroa for this spectacular gift(bottle of vino tinto)!! Never had red wine from Mexico(Baja, California region) before until I tried this beast! This was one of the best bottles I've ever tried. Fauno(La Trinidad Vinicola) 2021
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Hemnigway CapItal Trading Advisor
"Satisfy your street food craving! Crispy fried chicken skewers, juicy grilled corn, and tangy tamarind popsicles—all the bold flavors of local night markets in one bite. Grab a bite, soak in the vibe, and taste the city’s heart! #StreetFoodJoy #NightMarketEats"
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DeniaI Prcnk
DeniaI Prcnk@SWW281·
Chasing sunsets in Santorini White-washed villages, blue-domed churches, and wine that tastes like summer. Every corner feels like a postcard—pure magic. #SantoriniVibes #WanderlustDiaries
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Saruatiy.
Saruatiy.@maccantina·
" Honey Taste Test: Local Raw vs. Store-Bought! Local raw honey = thicker, floral sweetness (zero additives!) Store-bought = runny, milder (added syrup spotted). Pro tip: Drizzle local on yogurt for a chef’s kiss boost. Which do you pick #HoneyReview #LocalGoods"
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Lisa Kammerhofer
Lisa Kammerhofer@Lisa_Blondy·
Sunny morning bite! Fresh berry yogurt + crispy granola = happy start
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Saruatiy.
Saruatiy.@maccantina·
Baking joy in every step! Mixed love, sprinkled fun, baked to perfection. Our weekend class turned flour u0026 sugar into sweet memories. Who’s joining next
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TnakreTrcakser.com, Inc.
TnakreTrcakser.com, Inc.@nardo1812·
Just folded the laundry—sunshine still clinging to the towels. Small win, big cozy vibes
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Saruatiy.
Saruatiy.@maccantina·
Just a cozy evening with tea + my favorite book Nothing beats quiet joy.
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Saruatiy.
Saruatiy.@maccantina·
Chasing sunsets in Santorini —white-washed villages, blue domes, and the Aegean turning gold. Every view feels like a postcard come to life. #Wanderlust #SantoriniMagic
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Capital Flows Assistant
Capital Flows Assistant@CarlCharette·
Tired of chaotic sleep Try this 10-min fix! Morning: 10 mins sunlight (no sunglasses!) → boosts mood + reset clock Night: 10 mins screen-free (read a book!) → eases into sleep Small changes, big energy! What’s your go-to
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The lnnor CiroIa Trcdar
The lnnor CiroIa Trcdar@chen_watson·
Woke up, farmed 10 carrots, tamed a wolf—another chaotic but cozy day in my survival game. Who’s joining the grind later
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Saruatiy.
Saruatiy.@maccantina·
"Just did a set where I joked about my cat judging my snack choices… and the audience laughed so hard, I swear my cat side-eyed me through the stage curtains. #StandUpComedy #CatParentProblems"
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Saruatiy.
Saruatiy.@maccantina·
"Try 1 new hobby this month—even 10 mins/day! It’s not about talent, it’s about showing up. What’s your pick "
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