
Alima🌻
67 posts

Alima🌻
@AlimaWoolley
Trader/Investor. Macro enthusiast. I’m here to talk financial markets and all things macro 🐝
Hawaii, USA 加入时间 Aralık 2017
528 关注82 粉丝

@stocktalkweekly Wait this is actually so helpful because I’m super interested to go through these and study the charts/ fundamentals/price action from when you were building out your thesis. Super cool, thanks!
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The top 10 contributing stocks (on a dollar basis) to our +4,000% portfolio return over 29 months:
- $VIAV @ $13.58
- $OSS @ $4.71
- ethereum:0xc18360217d8f7ab5e7c516566761ea12ce7f9d72 @ $112.87
- $AMKR @ $24.35
- $IRDM calls @ $20
- $VLN @ $1.57
- $BLDP calls @ $4
- $VPG @ $53.16
- $NBIS @ $23.92
- $SYNA @ $85.78
Stock Talk@stocktalkweekly
At the beginning of 2024, I started sharing my portfolio transparently with thousands of subscribers. Every live entry, exit, weighting, and thesis. Today, total portfolio return crossed +4,000% Stock Talk Portfolio +4,029.68% vs. +57.08% for the S&P-500 over the same period.
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@StocksOnSpaces I remember the first time I heard stock talk he was covering the Ukraine war that had just begun. So crazy coming back to x and hearing how much he has grown!!
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I hope I'm wrong.
But tonight feels like some sort of invisible line has been crossed that we didn't even know was there. The last time I felt like this was 9/11 when it was clear, without knowing the how and the what, that the world was about to change forever.
Like the rules of the game had been permanently altered and there was simply no going to back to the innocent, peaceful past.
I didn't feel like this when an attempt was made on President Trump's life. If I had to rationalise why I didn't, I guess it's because several US Presidents have been shot at and even assassinated. Somehow it was within the realms of the possible, no matter how awful.
But to murder a young father simply for doing debates and mobilising young people to vote for a party that represents half of America? This is something else.
Charlie's death is a tragedy for his wife, his children and his family. I don't pray often. I am praying for them tonight.
But I fear his murder will be a tragedy for all of us in ways we will only understand as time unfolds.
I hope I'm wrong.
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@short_punisher @K_P_W3 This is exactly what I do, and don’t see many people talking about it. I use large positions relative to my trading account but small relative to my savings. It works really well for me, and makes risk management easier over time. Thanks for sharing!
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@K_P_W3 Not having it in the trading account but available in bank makes risk management easier too as sizing up became a right I earnes as I gained more capital in my trading. Sizing decreases once account grows yet but there's levels to reach.
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Consistent with prices paid levels from PMI readings that remain very elevated. Nice thread @biancoresearch
Jim Bianco@biancoresearch
1/5 The latest inflation Nowcast from the Cleveland Fed clevelandfed.org/our-research/i… June is projected to be another 1% month, like May, and the YoY for June is projected at 8.7%, a new high (the current YoY peak was also May at 8.6%).
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