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Balance Sheets Are Being Used As A New Tool By Public Companies
<p>To investors,</p><p>The best performing public stock in the entire world was Metaplanet, a former hotel company that transformed itself into a bitcoin treasury company. CEO Simon Gerovich was facing a tough outlook, so he decided to plug his business and their balance sheet into the bitcoin network.</p><p>The results speak for …
Hedge funds' best ideas #31
<div class="subscription-widget-wrap-editor"><div class="subscription-widget show-subscribe"><div class="preamble"><p class="cta-caption">Thanks for reading Stock Analysis Compilation! Subscribe for free to receive new posts and support my work.</p></div><form class="subscription-widget-subscribe"><input class="email-input" name="email" tabindex="-1" type="email" /><input class="button primary" type="submit" value="Subscribe" /><div class="fake-input-wrapper"><div class="fake-input"></div><div class="fake-button"></div></div></form></div></div><p><em>Don't hesitate to send me any interesting research you come across.</em></p><p><em>You can also follow me …
Is The National Debt Growing Faster Than We Thought?
<p>To investors,</p><p>The widely quoted annual deficit number is $2 trillion. In layman terms, the United States spends $2 trillion more than we pull in as revenue. That is obviously not good. </p><p>But we got even worse news recently. </p><p>The US government is not running a $2 trillion deficit. They are …
Rates Revival And Metals Meltdown
<h3><strong><a href="https://themarketear.com/posts/cMBpWmYZv6">Rates revival</a></strong></h3><p>Massive move higher in rates. Note we are above the 100 and the 200 day again...</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd62e6b4f-0514-47cd-9eb9-435e3ccfcb7d_1399x713.png" target="_blank"><div class="image2-inset"><source type="image/webp" /><img alt="<a href="https://themarketear.com/posts/cMBpWmYZv6" rel="noopener noreferrer" target="_blank">Rates revival</a>" class="sizing-normal" height="713" src="https://substackcdn.com/image/fetch/w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd62e6b4f-0514-47cd-9eb9-435e3ccfcb7d_1399x713.png" title="<a href="https://themarketear.com/posts/cMBpWmYZv6" rel="noopener noreferrer" target="_blank">Rates revival</a>" width="1399" /><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><div class="pencraft …
Never seen this much "hedge fund hesitation" at an all-time-high
<h3><strong><a href="https://themarketear.com/posts/ckrAp5FJzk">BE IN THE KNOW, BEFORE EVERYONE ELSE</a></strong></h3><p>A PREMIUM MEMBERSHIP GIVES YOU THE CRITICAL ADVANTAGE.</p><p>SIGN UP <a href="https://www.zerohedge.com/signup">HERE</a>.</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9d05e4ee-47c3-4e1c-b0c5-28294fb73cf6_1358x777.png" target="_blank"><div class="image2-inset"><source type="image/webp" /><img alt="<a href="https://themarketear.com/posts/ckrAp5FJzk" rel="noopener noreferrer" target="_blank">BE IN THE KNOW, BEFORE EVERYONE ELSE</a>" class="sizing-normal" height="777" src="https://substackcdn.com/image/fetch/w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9d05e4ee-47c3-4e1c-b0c5-28294fb73cf6_1358x777.png" title="<a href="https://themarketear.com/posts/ckrAp5FJzk" rel="noopener noreferrer" target="_blank">BE IN THE KNOW, BEFORE …
Busy Buybacks, FOMO and Inverse Panic
<h3><strong><a href="https://themarketear.com/posts/ckrAp5FJzk">BE IN THE KNOW, BEFORE EVERYONE ELSE</a></strong></h3><p>A PREMIUM MEMBERSHIP GIVES YOU THE CRITICAL ADVANTAGE.</p><p>SIGN UP <a href="https://www.zerohedge.com/signup">HERE</a>.</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fdcd930a7-6437-437c-b826-23f633d43a94_1358x777.png" target="_blank"><div class="image2-inset"><source type="image/webp" /><img alt="<a href="https://themarketear.com/posts/ckrAp5FJzk" rel="noopener noreferrer" target="_blank">BE IN THE KNOW, BEFORE EVERYONE ELSE</a>" class="sizing-normal" height="777" src="https://substackcdn.com/image/fetch/w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fdcd930a7-6437-437c-b826-23f633d43a94_1358x777.png" title="<a href="https://themarketear.com/posts/ckrAp5FJzk" rel="noopener noreferrer" target="_blank">BE IN THE KNOW, BEFORE …
This is a True Regime Change
<p><strong>We are observing a true regime change in markets.</strong><br />And for macro investors, it’s incredibly important to stay vigilant and on top of our game at this stage.</p><p>It all starts with this: <strong>the Fed is behind the curve, and it is playing with fire.</strong></p><p>Consider this.<br />The recently released US job …
How to get to 6300 in S&P500
<h3><strong><a href="https://themarketear.com/posts/ckrAp5FJzk">BE IN THE KNOW, BEFORE EVERYONE ELSE</a></strong></h3><p>A PREMIUM MEMBERSHIP GIVES YOU THE CRITICAL ADVANTAGE.</p><p>SIGN UP <a href="https://www.zerohedge.com/signup">HERE</a>.</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd0478711-e0d6-4baa-8f69-8bb8f788aeef_1792x1024.png" target="_blank"><div class="image2-inset"><source type="image/webp" /><img alt="<a href="https://themarketear.com/posts/ckrAp5FJzk" rel="noopener noreferrer" target="_blank">BE IN THE KNOW, BEFORE EVERYONE ELSE</a>" class="sizing-normal" height="832" src="https://substackcdn.com/image/fetch/w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd0478711-e0d6-4baa-8f69-8bb8f788aeef_1792x1024.png" title="<a href="https://themarketear.com/posts/ckrAp5FJzk" rel="noopener noreferrer" target="_blank">BE IN THE KNOW, BEFORE …
Hedge funds' best ideas #26
<div class="subscription-widget-wrap-editor"><div class="subscription-widget show-subscribe"><div class="preamble"><p class="cta-caption">Thanks for reading Stock Analysis Compilation! Subscribe for free to receive new posts and support my work.</p></div><form class="subscription-widget-subscribe"><input class="email-input" name="email" tabindex="-1" type="email" /><input class="button primary" type="submit" value="Subscribe" /><div class="fake-input-wrapper"><div class="fake-input"></div><div class="fake-button"></div></div></form></div></div><p><em>Don't hesitate to send me any interesting research you come across.</em></p><p><em>You can also follow me …
China Is Imploding
<p>The news of the week is NOT the Fed cutting 50 bps - yes sure, that’s important but there is something much more relevant going on.</p><p><strong>The Chinese economy keeps imploding from within.</strong><br />And we should pay attention.</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F00a8b1d5-187c-451b-9c0a-066c06f890d9_717x523.png" target="_blank"><div class="image2-inset"><source type="image/webp" /><img alt="" class="sizing-normal" height="523" src="https://substackcdn.com/image/fetch/w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F00a8b1d5-187c-451b-9c0a-066c06f890d9_717x523.png" …