Finance Talk

Unsustainable Rally S&P 500 up ~12% since early April and everyone's acting like we're in a bull market. Bro. Only 42 stocks are doing the work. Normally it's around 100. Something's off 🧵

@ISAmaxxxxxing @Leo_Traydes That is fair enough, I don’t have to worry about that and have time and capital on my side. Touché then 🤝

Listen there’s nothing wrong with ETFs and majority of people should use them as they don’t do research or due diligence etc They certainly have their place at the table but I just think the upside is capped and most people should be trying to get to a certain portfolio size ASAP then use them. Not wait 30 years for the snowball effect to pay off! If I had a large portfolio size (mid 6 figs) from an earlier age I’d just be ETFs but time is not on my side!

$VOO and chill is not a waste of time I agree, I definitely should’ve phrased it differently However I do believe if you are 100% $VOO and under the age of 30 you are missing out on a ton of potential gains

@investing_note Yep! Motivation is good to build the habits and get going, at some point it will fizzle out and that’s when the hard part begins

@F1nanceTalk Exactly. Motivation comes and goes — discipline is what keeps you moving when motivation disappears.

Raising financially smart kids starts with teaching them how to think, not what to buy.

@ISAmaxxxxxing @Leo_Traydes Wouldn’t hurt to have that on top of a world ETF 👍

@ISAmaxxxxxing @Leo_Traydes Even with max risk tolerance, ETF as a foundation regardless. Unless it’s just to mess around then fine. Long term investment portfolio should be mainly an ETF then single stock positions

@ISAmaxxxxxing @Leo_Traydes Agree to disagree. 5K stock, 15K etf. At most 10K, 10K.

@F1nanceTalk @Leo_Traydes I personally think 20k in to one of the stocks would be better than an ETF

@ISAmaxxxxxing @Leo_Traydes If you buy $VOO that is what you basically own. Would not hurt to have more exposure outside of VOO itself but it should not be your main basket.

@F1nanceTalk @Leo_Traydes I don’t mean small market cap companies I mean established businesses like MSFT GOOG TSLA CAT etc

@ISAmaxxxxxing @Leo_Traydes As a beginner you are more likley to destroy your wealth if you only try growth stocks

@F1nanceTalk @Leo_Traydes No no no build the wealth via growth stocks Maintain the wealth with ETF’s

@Leo_Traydes So it really is as hype as people make it out to be!

@F1nanceTalk Whoop is genuinely one of the best things I’ve ever bought

Golf game is trending in the right direction finally Handicap is still sitting at an 11.4 due to my horrific start to the season My last three rounds 84, 82, and 85. My goal is to hopefully get down to around an 8 or better this year Do you guys think it’s possible?

Another eventful action packed week ahead with some important economic data to watch out for! Jerome Powell’s term as Fed Chair also comes to a conclusion! Monday: Earnings: Constellation Energy, Barrick Mining, Compass, AST SpaceMobile, Circle Internet Group, Hims & Hers Health, Plug Power, and of course, Monday. com. Economic data: The report of the day is US existing home sales for April, and the US Senate is scheduled to vote on Kevin Warsh’s nomination as Fed Chair. Tuesday: Earnings: Siemens Energy, Bayer, Vodafone, Venture Global, On Holding, Under Armour, eToro, and Oklo. Economic data: There is a few economic reports, including the NFIB small business optimism reading, but the real highlight is the April CPI report, which is sure to catch a lot of the market’s attention as Jerome Powell hands the baton off to Kevin Warsh. Wednesday: Earnings: Tencent, Cisco, Alibaba, Siemens, SoftBank, USA Rare Earth, StubHub, WeRide, and Birkenstock. Economic Data: The April PPI report keeps the spotlight on inflation. Thursday: Earnings: Applied Materials, National Grid, Figma, Intuitive Machines, Viking Holdings, and Yeti are all worth watching. Economic Data: A full day of reports, including those for US April retail sales, the import price index, the export price index, March business inventories, and the usual weekly initial jobless claims. Friday: Earnings: Nothing notable. Economic Data: Keep an eye on the May Empire State manufacturing index, as well as the April industrial production and capacity utilization report. And finally, Jerome Powell’s term as Fed Chair comes to a conclusion.

@OBPinvestments Cannot forget discipline as well!

Your habits decide your Future more than Motivation does!

Chip makers and memory makers can 100% still go up, but that does not mean the whole market follows. The market is only being carried by a few names, if those relax the S&P500 will relax, but that is not to say memory names like this won't continue to go higher. We are one bad earnings away from names like this dumping so just hope the CAPEX spenders keep spending.

@F1nanceTalk @KobeissiLetter What do you even do with a graph like this, where the forward p/e AFTER this move is < 8x

BREAKING: Iran's President Pezeshkian releases a statement just minutes after Iran sent Pakistani mediators its response to the US' proposal: "We will never bow our heads before the enemy, and if talk of dialogue or negotiation arises, it does not mean surrender or retreat. Rather, the goal is to uphold the rights of the Iranian nation and to defend national interests with resolute strength," he says.

@investing_note They also build confidence, so when people doubt you, you know you can do it because you have the proof you have done it before.

@F1nanceTalk the same traits that usually lead to success in other areas of life too.

Your portfolio same as your body will not change from one day to another but over the years it will change massively There is something very uncanny about the gym, investing and success Most people who are successful are in good shape, I wonder why 🤔 Being fit and in shape has something to do with patience, discipline and consistency 💪 Those who got in shape had to stack up all of those things day in and day out and build up the confidence that they can do what they set themselves to All it takes is 1 good habit a day that snowballs into results. Same with investing, set up a savings plan and watch it snow ball On a side note: extremely humbling going back to the gym after 1 month and everything feeling like it’s 5x as heavy as it use to be 😭

@investing_note 100% motivation is good and all but it will not always be there for you.

@F1nanceTalk Patience, discipline, and consistency are the foundation — everything strong in life is built on them.

@808_38hz @KobeissiLetter I would not say they can never go down. Liberation day, when the war started, 2022. In the long run they will always go up that is true.

@F1nanceTalk @KobeissiLetter We only pump, never dump. Stocks can never go down again, you didn’t get the postcard?

@cmsinvests At the start of the year yes, but right now I am not sure. The cycles are brutal, yes you can probably gain a lot still but there also is a possiblity that it goes south. Perhaps not all of it, 5% or so

Sometimes I think about putting my entire $30k portfolio into $DRAM, betting on memory becoming a key part in AI, and holding for the next 40 years. I’m currently 18, would this be a smart idea?

@investing_note Yes! That is why being fit and getting fit usually correlates to someone also being successful!

@F1nanceTalk This is so true. The gym and investing both expose the same thing — patience, discipline, and consistency always compound over time.

@investing_note Yep, they are the fundementals to life just like a solid foundation for a highrise, this is it for a strong and peaceful life

@F1nanceTalk Facts. Those skills matter more than quick success — they’re what build a strong life over time.