LongYield

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LongYield

@LongYield

Simplified Financial Research | Personal Opinions, Not Financial Advice | Anti-War Perspectives 🌍✌️ | Tips welcomed on my Patreon or @longyield on paypal

Miami, FL Sumali Haziran 2022
1.3K Sinusundan4.5K Mga Tagasunod
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LongYield
LongYield@LongYield·
what happens if the Strait of Hormuz? Oil at $200. Global recession probability above 75%. Inflation surging. Currencies breaking. All from a single chokepoint 21 miles wide. My deep dive on what happens if the Strait of Hormuz closes: — Who wins — Who collapses — What investors must do New on LongYield ↓ substacktools.com/sharex/y29zmuKj
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Former Congressman Matt Gaetz
Former Congressman Matt Gaetz@FmrRepMattGaetz·
We could build 20 moon bases for the initial downpayment on the Iran War.
NASA Administrator Jared Isaacman@NASAAdmin

To build a sustained human presence on the Moon, we are building @NASAMoonBase, prioritizing surface operations and scalable infrastructure.  - Frequent robotic landings and mobility testing including MoonFall drones  - Starting in 2027 nearly monthly cadence of equipment and rovers with scientific payloads landing on the Moon.  - Investments in power, communications, and surface mobility  - Scalable infrastructure to support long-term human presence The objective is clear: build the foundation for an enduring lunar base and take the next step toward Mars.

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LongYield
LongYield@LongYield·
Lucid makes one of the best EVs on the market. That’s not the question. The question is: do they survive long enough to matter? $LCID burned $3.8B in 2025 with ~14–18 months of runway. Gravity, Saudi backing, and the funding wall ahead. Full deep dive ↓ substacktools.com/sharex/2mav4HLE
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LongYield
LongYield@LongYield·
Europe’s earnings season was better than feared. But not better enough to call it a real recovery. Q4 2025 delivered a surface-level beat, yet revenues still fell, beat rates stayed weak, and strength was concentrated in a narrow group: banks, defense, and cloud software. The real question now: can Europe grow into current valuations, or is this just margin management buying time? New on LongYield. substacktools.com/sharex/xUA5sO6b
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LongYield
LongYield@LongYield·
$LLY Lilly is guiding to $80B+ revenue. $NVO Novo is warning of “unprecedented” pricing pressure. Same market. Very different realities. The GLP-1 boom isn’t ending — it’s evolving into a fight over pricing, access, and profit pools. New LongYield deep dive ↓ substacktools.com/sharex/-ixAQSuw
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LongYield
LongYield@LongYield·
$HOOD is no longer a meme-stock story. It’s now: • $324B in assets • $68B in net deposits • 11 business lines at scale But 59% of revenue is still transaction-driven. Platform compounder… or cycle product? Full breakdown: substacktools.com/sharex/0eIOcw54
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LongYield
LongYield@LongYield·
Social Security faces a ~20% cut within a decade. Europe’s dependency ratio is heading toward 55%. But the real story isn’t collapse. It’s compression. Retirement is becoming shorter, riskier, and more unequal. Full analysis ↓ substacktools.com/sharex/Oa7HxVGf
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Homefront Beacon
Homefront Beacon@HomefrontBeacon·
The More You Know
Homefront Beacon tweet media
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Alex Jones
Alex Jones@RealAlexJones·
CONFIRMED: Rebellion In Iran Was AstroTurfed By Israel's Mossad, According To The New York Times! "Intelligence Operations Intended to Encourage Regime Change, They Thought, Could Lead To A Mass Uprising" »WATCH THE LIVE ALEX JONES SHOW NOW: x.com/i/broadcasts/1…
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LongYield@LongYield·
Tencent just delivered its strongest year in years — and the market is still pricing it like nothing changed. +14% revenue +18% profit AI accelerating ads, gaming, and cloud Massive buybacks + net cash balance sheet Yet it trades at a discount to its own history. Is Tencent quietly becoming an AI-powered compounder… or is the discount still justified? Full deep dive ↓ substacktools.com/sharex/ea_ewLw2
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Martyr Made
Martyr Made@martyrmade·
Enemy: The Germans' War, pt. 2 - The Work of the Men As the starving, exhausted people of Germany process their defeat in the Great War, they face a new enemy more terrible than any they faced in the trenches. (Link below)
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Carrie Prejean Boller
Carrie Prejean Boller@CarriePrejean1·
#RememberGaza We will never stop speaking for those innocent lives who were taken at the hands of the Israeli regime. God would never bless this. Ever.
Carrie Prejean Boller tweet media
Candace Owens@RealCandaceO

#RememberGaza is trending. Let’s keep it going. For every orphaned child, raped Palestinian, and innocent person shot and killed by the IDF as they ran to collect food amidst starvation.

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James Fishback
James Fishback@j_fishback·
My full interview with CNN on why I’m running for Governor
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courtneybonneauimages
courtneybonneauimages@cbonneauimages·
Today I watched the Israeli army bomb Khiam, Lebanon, with white phosphorus. This is a banned substance, therefore a war crimes. Americans, your tax dollars are paying for chemical warfare.
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LongYield
LongYield@LongYield·
Planet Labs ($PL) just crossed an inflection point. This is no longer about satellites. It’s about owning the real-time data layer of Earth. But three risks remain: Commercial weakness Margin compression Defense concentration Planet Labs ( $PL ) just crossed an inflection point.t. substacktools.com/sharex/XTb0p6qR
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