Fishing For Value (@Fishing4Stock) profile picture

Fishing For Value

@Fishing4Stock
Joined March 2018
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Photo by Fishing For Value (@Fishing4Stock)Photo by Fishing For Value (@Fishing4Stock)Photo by Fishing For Value (@Fishing4Stock)Photo by Fishing For Value (@Fishing4Stock)Photo by Fishing For Value (@Fishing4Stock)Photo by Fishing For Value (@Fishing4Stock)Photo by Fishing For Value (@Fishing4Stock)Photo by Fishing For Value (@Fishing4Stock)Photo by Fishing For Value (@Fishing4Stock)Photo by Fishing For Value (@Fishing4Stock)
Positive long term news for $BLDR and $TAP. Both of these companies are serial share repurchases. They will be buying back stock from forced sellers @100xCompounding finance.yahoo.com/markets/st…
Bloom Energy, Illumina, and Everpure Set to Join S&P 500; Others to Join S&P 100, S&P MidCap 400,...

Bloom Energy, Illumina, and Everpure Set to Join S&P 500; Others to Join S&P 100, S&P MidCap 400,...

S&P Dow Jones Indices will make the following changes to the S&P 500, S&P 100, S&P MidCap 400, and S&P SmallCap 600 indices effective prior to the open of trading on Monday, September 21, 2026, to...

finance.yahoo.com
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@Greenbackd
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Philly fed with strongest future activity since early 1980s. Pointing to a strong cyclical rebound
Image from Fishing For Value (@Fishing4Stock)
Image from Fishing For Value (@Fishing4Stock)
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Fishing For Value retweeted
zerohedge (@zerohedge) profile picture
zerohedge
@zerohedgeJun 25
between 0DTEs, options, and record levered ETFs, nobody trades single stocks any more also everyone is levered upon levered
Image from zerohedge (@zerohedge)
Image from zerohedge (@zerohedge)
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nar.realtor/research-and-sta… @100xCompounding $BLDR
Existing-Home Sales

Existing-Home Sales

The Existing-Home Sales data measures sales and prices of existing single-family homes for the nation overall, and gives breakdowns for the West, Midwest, South, and Northeast regions of the country....

nar.realtor
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Fishing For Value retweeted
John Huber (@JohnHuber72) profile picture
John Huber
@JohnHuber72Jun 5
Replying to @TedPillows
There are roughly as many stocks up today as there are down in the S&P 500, not to mention small caps. When capital gets extremely concentrated into one area, we sometimes get a tale of two cities market. Happened briefly during Covid, but happened in a major way in late 90’s. Lots of stocks ended up actually rising when the market fell 50% from 2000-2002. I think same thing is happening in the current market.
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The latest update to the #AtlantaFed #TaylorRule heatmap continues to show 30/30 models suggest the #Fed should RAISE #rates.
Image from Richard Bernstein Advisors (@RBAdvisors)
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Received this email. Nowhere does it say these are 3x levered ETFs. This is what you see in the 9th inning of a late stage bull, not early innings.
Image from Fishing For Value (@Fishing4Stock)
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@rev_cap
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@GameOfMoats @Cole_Smead @billy_jamie @MattJ29 @100xCompounding @hkuppy
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Fishing For Value retweeted
Walter Deemer (@WalterDeemer) profile picture
Walter Deemer
@WalterDeemerFeb 5
How the Nifty Fifty saga ended in the 1970's:
Image from Walter Deemer (@WalterDeemer)
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Fishing For Value retweeted
Matthew Schmitz (@matthewschmitz) profile picture
Matthew Schmitz
@matthewschmitz15 Dec 2025
Beginning in 2014, prestige industries decided they urgently needed to diversify. They didn’t purge established Boomers. Instead, they did everything possible to avoid hiring white millennial men. This is the story of a generation derailed by DEI. compactmag.com/article/the-l…
The Lost Generation

The Lost Generation

For fifteen years I’ve scalped tickets to pay the bills. But in January 2016 I almost managed a real career.

compactmag.com
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NYC goes socialist - privatizing gains and socializing losses the last 15 years has consequences
Kalshi (@Kalshi) profile pictureKalshi
@Kalshi25 Jun 2025
KALSHI 99% OFFICIAL PROJECTION: Zohran Mamdani wins the NYC Democratic Mayor nominee
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@RudyHavenstein @hkuppy @LukeGromen @gave_vincent @Cole_Smead @castner_ky59912 @rev_cap @PauloMacro
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Investment summit - You’d think they would include more data points than just 2005-2023, an era of ZIRP…..
Image from Fishing For Value (@Fishing4Stock)
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@hkuppy @gave_vincent @LukeGromen @rev_cap @Cole_Smead
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Fishing For Value retweeted
James Chanos (@RealJimChanos) profile picture
James Chanos
@RealJimChanos9 Dec 2024
To put the $140B monthly figure in context, it equals over 150% of the current US savings rate(4%) per month. And swamps the early-2021 SPAC/IPO/NFT peak.
Image from James Chanos (@RealJimChanos)
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This makes me believe that market participants think Japanese assets and the Yen is still really cheap. CAD/JPY still up on the year. asia.nikkei.com/Business/Bus… @gave_vincent @LukeGromen @Convertbond
Japan 7-Eleven parent to mull takeover offer from Canada's Couche-Tard

Japan 7-Eleven parent to mull takeover offer from Canada's Couche-Tard

Deal could create a top global retail group centered on convenience stores

asia.nikkei.com
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The Science of Hitting @GameOfMoats
Joe Pompliano (@JoePompliano) profile pictureJoe Pompliano
@JoePompliano15 Aug 2024
This is a fantastic piece of content. Well worth the 2 minutes (whether you like baseball or not).
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