USA500
3 tracked calls · 2 long · 1 short · last 90d: 1L/0S
first called by Invest Like the Best 4mo ago
LONG2mo ago
“whenever it drops 1%, I always put money in. Every time. If it drops 1% while everyone else is panicking, I buy more. … my portfolio for the VOO is up over…”Market Bubble
Buy the S&P every time it dips 1%; mechanical dip-buying compounds hard over time
USA500LONGIDEA · NOT YET PRICED
SHORT4mo ago
“stocks are basically flat and bonds are basically flat since this whole thing has started”Forward Guidance
US stocks are basically flat since the Iran oil shock started — the same shock that in 2022 drove a 25% drawdown. Elliott says markets are rushing to the resolution without pricing the second-order rate and growth impacts. When those flow through, equities reprice.
USA500SHORTIDEA · NOT YET PRICED
LONG4mo ago
“I think financial services and like legacy banks tend to be like the largest inefficiencies out there. They also. Are very hard to take over.”Invest Like the Best
The biggest, fattest, most inefficient legacy banks become AI's largest beneficiaries, not AI startups.
USA500LONGIDEA · NOT YET PRICED