Joe

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Joe

Joe

@zozeph

Retirement & markets from a pension planner's lens 🇨🇦 | 15 yrs | CIM . PFP . QAFP | AI watcher | Husband. Father of 2. |

Canada Katılım Temmuz 2009
60 Takip Edilen103 Takipçiler
Jim Cramer
Jim Cramer@jimcramer·
Be careful; smell the reversal day
Jim Cramer tweet media
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Joe
Joe@zozeph·
@DudeWhoInvests A mix of inflation fears, Iran headlines, and some profit taking after the recent run.
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Just a Dude Who Invests
Just a Dude Who Invests@DudeWhoInvests·
FUTES in the wed… Can someone explain to me like I am a toddler why??
Just a Dude Who Invests tweet media
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Joe
Joe@zozeph·
@lord_fed This is how things works now ?! :)
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Fed
Fed@lord_fed·
Sell in May if you’re gay
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Joe
Joe@zozeph·
Not sure if I’m being too pessimistic, but I still struggle to justify the continued bull run. Yes, earnings have been strong, but the market just keeps pushing higher and higher. For anyone sitting on cash, there may still be opportunities ahead. We have the inflation report coming this week, ongoing CUSMA-related negotiations, and several geopolitical and economic risks that still remain unresolved.
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Joe
Joe@zozeph·
Maybe. But the counter argument is that the AI buildout now requires enormous monetization to justify current spending levels. J.P. Morgan recently estimated the industry may need roughly $650B in annual AI revenue just to generate a ~10% return on the infrastructure buildout — the equivalent of charging every iPhone user ~$35/year or every Netflix subscriber ~$180/year indefinitely. The question may not be demand for stocks… but whether future cash flows can realistically catch up to today’s expectations.
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Anthony Pompliano 🌪
Anthony Pompliano 🌪@APompliano·
The stock bull market will only stop when supply outstrips demand and that ain’t happening anytime soon.
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Joe
Joe@zozeph·
I can see both sides of this. People absolutely deserve time to enjoy life while they still have the health and energy to do so. But with longer life expectancy, I also think the idea of retirement is evolving. Some recent articles suggest that in the future, many people may not see themselves as fully “retired,” but rather in a retirement phase — working fewer hours, consulting, mentoring, or staying involved in meaningful activities. Not necessarily for financial reasons alone, but because purpose, routine, and keeping the mind active matter too. For many people, the goal may shift from “stop working completely” to having more freedom and balance in how they work and live.
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Joe
Joe@zozeph·
@Ashton_1nvests Year to date, $DELL is already up nearly 100%… no wonder Warren Buffett said a few weeks ago that the market is starting to feel like a casino. Momentum can be powerful, but chasing headlines may not end well.
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Ashton Invests
Ashton Invests@Ashton_1nvests·
Trump said to buy $DELL. So is it really that easy? Just look at $INTC.
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Joe
Joe@zozeph·
Everyone seems to have their own formula for success. Some swear by early mornings, others by cold showers or late nights. I think the bigger common thread is simply loving what you do, staying dedicated, and consistently trying to do your best. The routine may differ, but the commitment is usually the same.
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Men of Purpose
Men of Purpose@Men_Of_Purpose·
“The secret to success is early to bed, early to rise. Work like hell, and advertise.” — Ted Turner (RIP to a legend)
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Joe
Joe@zozeph·
@AshCrypto Not yet for the economy. Economic data usually lags. Give it time.
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Ash Crypto
Ash Crypto@AshCrypto·
Everyone thought President Trump would crash the US economy and the stock market, but he proved them all wrong. Instead, he crashed the crypto market.
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Joe
Joe@zozeph·
@CramerTracker broken clock is right twice a day. Yet he may be right this time :)
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Inverse Cramer
Inverse Cramer@CramerTracker·
You know on his 37th guess he’s actually going to get it right again
Inverse Cramer tweet media
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Joe
Joe@zozeph·
@NotA_Bull Theoretically . However it seems that Main Street is eyeing this as an entry point . So it keeps going up .
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Evan | Investments
Evan | Investments@NotA_Bull·
The stock market will be RED on Monday. Bookmark this.
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Joe
Joe@zozeph·
@rezoundous I feel like Opus always pushes back when I run ideas by it. At first I liked that approach, but over time I started feeling like it wasn’t really analyzing my ideas as much as challenging them by default.
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Tyler
Tyler@rezoundous·
Can't explain it, but I trust GPT-5.5 more than Opus 4.7 right now.
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Joe
Joe@zozeph·
@TRADESTERJJ For me, what usually works is: 1. It has to be something I genuinely believe in long term. 2. To avoid FOMO, I start with just 1 share. 3. Then I DCA over time as conviction grows
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TRADESTER JJ
TRADESTER JJ@TRADESTERJJ·
my friend after i asked him if he bought $AMD at $85.00 when i told him too and now its over $400.00 and he said he “forgot”
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Joe
Joe@zozeph·
It seems a lot of people are eyeing this pullback as an entry point into AI stocks. At the same time, I’ve been seeing more comparisons to the dot-com bubble across different news outlets. What’s striking is that while many are warning about an eventual AI crash, almost nobody seems able to agree on when that breaking point actually comes.
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Joe
Joe@zozeph·
@Dividend_Dollar Applies perfectly to today’s energy trade. Peace headlines hit oil hard — but if you’re thinking 18-24 months out, the infrastructure damage, the supply constraints, and AI data center demand tell a very different story.
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Mark Roussin, CPA 📈💰💵
Mark Roussin, CPA 📈💰💵@Dividend_Dollar·
"Too many investors look at the present. The present is already in the price. You have to visualize 18 to 24 months from now what the world is going to be." - Stanley Druckenmiller
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Joe
Joe@zozeph·
@MomAngtrades The most hated rallies are often the strongest. When everyone’s looking for the exit, there’s no one left to sell. But this one has real contradictions underneath it oil supply tightening, geopolitics unresolved, fundamentals lagging price. Hated for a reason.
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Angie G
Angie G@MomAngtrades·
I love how hated this rally is
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Joe
Joe@zozeph·
@elerianm @grok how long before this shows in the hard data , (inflation, job market etc) take the best educated guess.
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Mohamed A. El-Erian
Mohamed A. El-Erian@elerianm·
Reading between the lines, the message of today's IMF flagship report is sobering: Virtually every challenge facing the global economy is poised to intensify due to the fallout of the Middle East War. This includes Insufficient growth Burdensome cost of living Excessive inequality High deficits Large debts Climate change Limited policy flexibility. #economy #markets @IMFNews
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Joe
Joe@zozeph·
Oil getting hit on peace headlines is a sentiment trade, not a fundamental one. Chevron's underlying demand picture hasn't changed in 24 hours. What the market may be missing: this isn't just a supply disruption — it's a double blockage. Damaged infrastructure doesn't rebuild overnight. The shortage doesn't end when the headlines do. And after a 19% YTD run, the war premium may already be priced in — which is exactly why peace rumours hit harder than they should. Same dynamic we're seeing with Nvidia and Micron: beat expectations, stock drops. When good news is already in the price, there's only one direction for surprise to go. These are the moments that separate investors from traders.
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Jim Cramer
Jim Cramer@jimcramer·
Chevron's always the the tell of oil and it is getting clobbered.
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Joe
Joe@zozeph·
Markets pricing geopolitics like a headline ticker — not fundamentals. We saw the same pattern with COVID: decisions made in real time, with incomplete information. What's being overlooked? AI data centers are one of the fastest growing energy consumers on the planet. The long-term demand story for energy isn't going away — it's just getting a new driver. The energy trade today might look very different a year from now. It's still early.
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zerohedge
zerohedge@zerohedge·
*S&P 500 ENERGY INDEX FALLS 3%, ERASES GAINS SINCE IRAN WAR
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Joe
Joe@zozeph·
Just like the early vaccine days — it's not wrong to act on what we know. But it's too early to fully judge the magnitude of what's coming. Stay open. Stay informed. Keep learning. What's your read — tool or transformation?
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Joe
Joe@zozeph·
The AI debate looks the same right now. Is it just a productivity tool — like Excel or Word? Or is it something more fundamental — a new form of labor, as Jensen Huang suggests? Tweet 3:Robotaxis don't have drivers. AI agents are closing tickets. Some white-collar work is already being restructured. The signals are getting stronger. The picture isn't complete.
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Joe
Joe@zozeph·
"The best vaccine is the one in your arm." It was practical. It drove adoption. But as more data came in — some vaccines outperformed others, and a few were pulled entirely. We were deciding in real time, with limited information. Sound familiar?
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