置顶推文
Joseph Blumenfeld💙
196 posts
Joseph Blumenfeld💙
@JosephExplained
Markets, companies, and narratives Writing weekly on Substack
加入时间 Nisan 2026
39 关注69 粉丝
@DudeWhoInvests Actually incredible that the market keeps pumping no matter what…
English
People in cash watching the stock market smash new all-time highs everyday
English
@QC_Capitals $MA And it’s for none of the reasons you mentioned. Conclusion of my thesis was that VAS is where Mastercard specializes.
English
Visa: large scale, market dominance, lower valuation. Mastercard: faster growth, tech-forward.
If you could only hold one for the next decade, which is it? 💳 $V or $MA
English
What stock do you think is the most dangerous to short right now?
English
@KobeissiLetter Somehow the S&P will see this and go up another 2% tomorrow.
English
American economic confidence is now below April 2020 levels:
The Gallup Economic Confidence Index declined -11 points in April, to -38, the lowest reading since November 2023.
This is now below the pandemic low of -33 points seen in April 2020.
To put this into perspective, the all-time high was +56 points in January 2000, while the all-time low was -72 points in October 2008.
Currently, 73% of Americans believe the economy is getting worse, the highest since May 2023, while only 23% believe it is getting better.
Furthermore, only 33% of Americans say it is a good time to find a quality job, the lowest reading since January 2021, down from a peak of 74% in October 2021.
Americans are very concerned about the economy.
English
@spectatorindex Tbh seems like Iran is panicking recently…
English
Germany's Chancellor Friedrich Merz says that the United States is being 'humiliated' by the leadership of Iran.
English
April has treated me well
Hopefully we can have another green week to roll into May with!
How’s your month been? 🤙🏻
English
@InvestingAddict Why is it strange? I think $BTC is meant as partly a hedge against the S&P. Makes sense to me they don’t rise in tandem.
English
It really is strange that the S&P 500 is hitting all time highs and Bitcoin is 40% off its own.
English
Remember what Warren Buffet said guys.
It’s almost that time…
The Kobeissi Letter@KobeissiLetter
BREAKING: The S&P 500 closes at its highest level on record, now up +13.6% since its March 30th bottom. That marks a +$7.8 trillion run over the last 20 trading days for the S&P 500.
English
@spectatorindex 0.69 trillion doesn’t sound like a lot but that’s $690 billion.
English
NVIDIA market value
Three years ago: $0.69 trillion
Now: $5.26 trillion
English
Nice to see my article on Twitter!
If you don’t have substack, check it out here and follow me for more content about $TSLA and other stocks.
Uno@UnotheInvestor
English
@UnotheInvestor Thanks for reposting my article :)
To all the Tesla bulls, it’s not that negative! Check it out :)
English
@NotA_Bull Gains from GOOG and MA, positive on the day
English
Portfolio ended up 0.43% today! 🟢🟢🟢
+ $560
How did your portfolio perform?
English
5M Impression are not easy!!
But I want everyone to monetize their X account
Just write "help"
English
Be honest: What stock are you too embarrassed to admit you own?
English
The $DUOL paradox: Duolingo just hit a record 52.7M daily active users, yet the stock is down significantly since Q4 2025. 📉
The reason? A deliberate pivot to "growth over profit" to hit 100M users. Wall Street hates the guidance; Duo is betting on the long game. 🦉💎
English
If the market sells off 5-10% this week, what is the first ticker you’re buying?
English
@NotA_Bull Agreed. The two companies I am most bullish on are $AMZN and $GOOG
English
If you aren't bullish on $GOOGL and $AMZN, you don’t understand investing.
Buy equity in companies that evolve with time, and you’ll be fine.
Do you own enough?
Kalshi@Kalshi
JUST IN: Anthropic hits record $1 trillion valuation 60% chance of IPO this year
English
@QC_Capitals As much as I don’t love Tesla I don’t agree with this. $TSLA stock trades on hype, not fundamentals.
English
Tesla is down again. I outlined in depth why I think $TSLA is a bad company to invest in.
josephblumenfeld.substack.com/p/the-case-aga…
English