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Father Time's Chronicles: 12/9-12/13 Weekly Outlook
<p>Happy Sunday traders. As we enter the middle of December OPEX, last week was a massive winner in the stack, with our MSFT core long position turning into superb trade. Remember this saying: from compression, comes expansion. </p><p>I don’t think bullish sentiment and euphoria could be stronger right now in …
Bond Market Rally Next?
<p>Hi everyone, Alf here - welcome back to The Macro Compass!</p><p>I am proud to announce that <strong>my macro hedge fund Palinuro Capital is live!</strong></p><p>Do you want to be updated about the <em><strong>performance and progress of my hedge fund?</strong></em></p><p>Sign up for free here:</p><p class="button-wrapper"><a class="button primary button-wrapper" href="https://forms.gle/UX3iJLgjRiKVh4U16"><span>Update Me On Alf's …
Stock Analysis Compilation #74
<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 and I'll be happy …
#64 Lululemon - Valuation Update after Q3 Earnings
<p><em>Dear Readers,</em></p><p><em>Thank you for being here and showing interest in my work! Your support means the world to me. If you enjoyed this article and would like to see more, please consider subscribing and giving it a like—it really helps grow our community of investors. Thank you for your continued …
Welcome To The Tariff Era — The Truth About US Tariffs
<p>To investors,</p><p>President Trump fulfilled his campaign promise of implementing tariffs on Canada and Mexico over the weekend. This comes after majority of the country voted for Trump to assume office and implement his America First strategy. </p><p>Tariffs, especially the blanket tariffs that were implemented in the last 48 hours, are …
Father Time's Chronicles: Tuesday December 10th
<p>Happy Tuesday traders. I hope everyone is enjoying the new week at the casino as we begin to wind down 2024 and look towards the new year. In the Weekly Outlook I mentioned how we could see weakness in the indexes, and how it would be a buying opportunity. Specifically, …
#65 The Walt Disney Company - Part 5
<p><em>Dear Readers,</em></p><p><em>Thank you for being here and showing interest in my work! Your support means the world to me. If you enjoyed this article and would like to see more, please consider subscribing and giving it a like—it really helps grow our community of investors. Thank you for your continued …
Anthony Scaramucci's Skybridge Outperformed Almost Every Fund On Wall Street
<h3><strong>Today’s letter is brought to you by Bitcoin Investor Week!</strong></h3><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%2F0cdf790a-de8a-4f32-bd5b-c358eaec9b35_800x418.png" target="_blank"><div class="image2-inset"><source type="image/webp" /><img alt="" class="sizing-normal" height="418" 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%2F0cdf790a-de8a-4f32-bd5b-c358eaec9b35_800x418.png" title="" width="800" /><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><div class="pencraft pc-reset icon-container restack-image"><svg class="lucide lucide-refresh-cw" fill="none" height="20" stroke="currentColor" stroke-linecap="round" stroke-linejoin="round" stroke-width="2" viewBox="0 0 24 24" width="20" xmlns="http://www.w3.org/2000/svg"><path d="M3 …
Father Time's Chronicles: 12/16-12/20 Weekly Outlook
<p>Happy Sunday traders. I want to briefly start this article out by again sharing my vision for this substack: a place for me to share my thoughts & ideas on the markets. This weekend I have begun work on building my core thesis’s for 2025, and I have a general …
Hedge funds' best ideas #30
<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 …