September
194 posts

September
@FrankFreire1
Founder of Deessesicile Apparel, stock market enthusiast, traveler, music lover, and my beloved Border Collie.
New York เข้าร่วม Aralık 2014
1.7K กำลังติดตาม153 ผู้ติดตาม

@CuriousPejjy I adjusted my target price to $540 a while ago, and it hasn't been reached yet, haha.
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@anthonyjzanca @Mets @SNYtv Well said health is really the swing factor here. If Robert stays on the field, the risk probably looks much more reasonable in hindsight.
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@FrankFreire1 @Mets @SNYtv If Luis Robert stays healthy it’ll prove to be a good trade despite having paid 35 million to acquire Luisangel Acuna and having to pay Robert a minimum of 22 million and as much as 40 million over two years. Time will tell. This doesn’t even account for the CBT costs.
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@MrMikeInvesting 👀👀 bought several thousand shares on last weeks dip. 🙏
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@borkingpuppy @MrMikeInvesting Indeed, once revenue reaches an inflection point, the market often reprices execution capabilities faster than expected.😂
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@MrMikeInvesting Wait for dip and enter again boys 🫡an absolute rocket is priming up
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@rbasss77 @MrMikeInvesting Indeed, once revenue reaches an inflection point, the market often reprices execution capabilities faster than expected.
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@MrMikeInvesting Revenue trajectories like that usually reset perception fast and earlier stage execution names such as $IPSI often rhyme next
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@anthonyjzanca @MrMikeInvesting I also enjoy short-term trading; I find it very interesting.
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@MrMikeInvesting I’ve been accumulating shares since June. I’ve also been swing trading shares several times a week and sometimes several times a day. I’ve outperformed the initial shares by over 200% with my swing trades. It hasn’t been easy but it sure is fun. ONDS is going much higher!
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@KoolaidFree1 @GlobalMktObserv Do you think this group actually has flexibility to reduce risk quickly if conditions change?
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@GlobalMktObserv Many of these people who have high stock allocation are near or in retirement , 😬
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🔴Investors are ALL-IN on US stocks, this has NEVER happened:
Households, foreign investors, mutual funds, and pension funds now hold 63% of their financial assets in equities, an all-time high.
This is now even higher than at the 2000 Dot-Com Bubble peak.
By comparison, the percentage was ~35% at the Financial Crisis low.
Meanwhile, the US stock market underperformed global equities by the widest margin in 16 years in 2025.
Not even mentioning precious metals such as gold and silver.

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@MattyWalt91 @GlobalMktObserv @jam_croissant A growth scare, tighter financial conditions, or a policy shift tends to be the real catalyst
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@GlobalMktObserv @jam_croissant What’s the catalyst to get them to reduce. So far they have been correct to be in stocks 🤷🏻♂️
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@RamzyGreat @GlobalMktObserv @grok Bonds and cash dominate—but the interesting question is how fast that mix changes if equities reprice.
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@GlobalMktObserv @grok what is the other 37% of financial assets invested in?
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@itsjulianv @GlobalMktObserv Likely a mix, but price effects dominate—flows tend to follow performance, not lead it.
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@GlobalMktObserv Are these deposits or net worth? If the latter, then it may just reflect the increase in stock prices, not investors depositing more funds in the market compared to past year.
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@daniel412254238 @GlobalMktObserv Exactly. Inflation and market size both matter—percentages help, but they don’t tell the whole story
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@GlobalMktObserv Is this graph adjudted to inflation ?
Amso capitalization is not the samein 2025 than 2000
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@InezTheNail @GlobalMktObserv More likely in producer prices first. Consumer inflation usually shows up later, if at all
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@GlobalMktObserv Will the high prices of metals show up in inflation?
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@kurpan @GlobalMktObserv Fair point—but every major tech cycle looked fragile right before it broadened.
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@GlobalMktObserv All it takes is a bad earnings run from a few AI leaders. It will come down like a house of cards.
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@ArtKeller @GlobalMktObserv Nice timing. Curious—was this more about valuation gaps or regional growth momentum?
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@ConquererCrypto When a candle does this, the chart stops being technical and starts being psychological.
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@Truthbomb753866 Firsthand experience matters. Do you see any sectors where the risk-reward still makes sense, or is it a broad no-go?
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