NM
12.8K posts

NM
@nmenano
Understand that stocks should be the dominant market you invest in as, long term, stocks outperform all other liquid asset classes.
Katılım Mart 2010
1.3K Takip Edilen501 Takipçiler

I am deeply concerned about the terrorist attack that took place today.
This is not an isolated incident. It is the latest in a spate of utterly vile attacks on the Jewish community.
I’ve just chaired an emergency COBR meeting and tomorrow I’ll be bringing together criminal justice agencies to ensure we have effective and swift justice.
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@VolodyaTretyak Kitsch style
…tacky, garish, and overly sentimental art or design.
It’s the aesthetic of cheap, mass-produced items that mimic “fancy” taste in a naïve, exaggerated, or vulgar way.
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In case you missed the match!!!⚽️🎯🔥
Onikoyi@i_amdipo
What a game!! 2nd leg is going ti be absolute movie 🍿
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A GNR alerta para um aumento do número de automobilistas que circulam na estrada, mas não têm carta de condução.
rtp.pt/noticias/pais/…
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It's going to be an eventful day:
Google, Meta, Microsoft, and Amazon will all report earnings after the market closes today.
That's $12 TRILLION worth of market cap reporting earnings within a 30 minute window.
All as the Fed interest rate decision is released at 2 PM ET and US oil prices are surging toward $105/barrel.
Buckle up for a huge day ahead.
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I resigned as U.S. Ambassador Ukraine when Trump kept siding with Putin over our democratic partner. Now, my successor is doing the same.
I knew I had to speak out and run for office because siding with dictators is just not who we are.
Amy Mackinnon@ak_mack
Scoop: Julie Davis, the acting US Ambassador in Kyiv, is leaving the State Department having grown frustrated with Trump's dwindling support for Ukraine. Davis's resignation follows that of her predecessor, Bridget Brink, who resigned for similar reasons early last year. W/@christopherjm as.ft.com/r/1781e555-fad…
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Our most frequently asked question right now:
"If oil prices are above $100/barrel and the Iran War isn't over, why are stocks at record highs?"
The answer to this question is simple.
The AI Revolution has simply become so large, that investors are viewing everything else as "noise."
Over the last few months, as large cap technology stocks traded flat then sharply lower amid the Iran War, the AI narrative only grew.
The Magnificent 7 companies are set to invest over $600 BILLION in AI this year alone.
And, as broader markets swept tech giants like Nvidia and Alphabet lower, these stocks reached their cheapest Forward P/E levels since 2019.
At the March 30th bottom, the S&P 500 Information Technology index was trading at just a 4% Forward P/E premium to the S&P 500, the lowest since January 2019.
Tech stocks became cheaper than the average S&P 500 stock for the first time since 2017.
Nvidia, for example, is now trading at just a ~26x Forward P/E multiple, even as it is back at record highs. Walmart? 43x. Costco? 46x.
The reality is that many large cap technology stocks are merely getting cheaper as they go up. And when they go down, they become remarkably cheap.
We are in the biggest technological revolution in modern history, and even $100 oil, a 4.40% 10Y Yield, and rate cuts priced out until 2027 are unable to derail the train.
Asset owners will continue to win.
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❓Como é que alguém paga mais de 100 euros para atestar um depósito?!
Como é que é suposto os portugueses fazerem face a estes custos?
Nós pagamos dos impostos mais altos sobre os combustíveis na Europa, quase 10% acima do resto da Europa. Somos 23% mais pobres.
Isto é incomportável para o nosso nível de salários.
O governo tem feito muito dinheiro à conta do aumento do preço dos combustíveis.
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