What is one thing that you firmly believe about the rest of this crypto cycle that other people would disagree with? https://t.co/wmIFYhmGFC ...

How does this play out. We don't understand how the cycle goes because it comes along about once a lifetime. But there are orders, you know, there are systems and the systems break down for certain reasons and it creates cycles.For example, there's a monetary system and then there's a debt cycle. And so as a result, we now have um you know, one man's debts and another man's um assets. And when you build these up and you get to a point where you can't sustain that, you have a debt issue. We have a debt issue ...

Loop Industries (LOOP) Q1 2026 Earnings Call July 16, 2025 08:45 AM ET Speaker0Good morning, ladies and gentlemen. Thank you for standing by. Welcome to Loop Industries first quarter fiscal twenty twenty six corporate update call. My name is Emily, and I'll be coordinating your call today. After the presentation, you'll have the opportunity to ask any questions, which you can do so by pressing star followed by the number one on your telephone keypad.This conference is being recorded today, Wednesday, 07/16/ ...

📘 The Most Important Thing by Howard Marks — key lessons:1️⃣ Risk is not volatility, it’s the possibility of permanent loss.2️⃣ Second-level thinking is critical3️⃣ Market cycles matter4️⃣ Contrarian thinking works, but only when you're right5️⃣ Patience, discipline, and emotional control are key6️⃣ Price matters more than quality ...

On the hunt for a good travel deal and flexible with your dates? You might want to buy a trip someone else couldn’t use. Here’s how to navigate the marketplace of recycled vacations. https://t.co/D5lDuMi7Dt ...

Hmm $KAITO up but people selling their Yapybaras for $ETH? You can tell this might be the first jpeg cycle for some. https://t.co/hH57TYryvO ...

Market Trend & Investment Opportunities - The market is close to all-time highs, and despite potential short-term weakness due to Treasury General account requequification, it's time to lean in, presenting buying opportunities [1][2] - The greatest capex boom is yet to come, driven by AI spending, with trillions of dollars still to be deployed in digital infrastructure [2][3] - Weakness in financials, industrials, utilities, and information technology sectors represents buying opportunities [4] - The S&P 500 has rallied almost 30% off the lows, and the NASDAQ has rallied 40% off the lows, indicating a strong profit cycle with potentially another double in the S&P [6][7] AI & Technology - Generative AI hitting the cost line helps margins expand, creating greater profitability and ROI in both public and private markets [8] - Data center buildout, requiring billions and ultimately trillions in spending, creates a catalyst for a full profit cycle [8] Financial Sector - The financial sector, including asset managers, advisors, and lenders, is a buy, supported by infrastructure rebuild and the increasing need for retirement investments [9][10][11] Valuation & Asset Management - An asset-light era is occurring, where companies with less fixed cost relative to labor, strong cash, and balance sheets should maintain higher multiples than historically seen [12] - Multiples sticky at current levels make sense [13]

V i e w p o i n t | 10 Jul 2025 03:30:09 ET │ 38 pages Hong Kong Property CITI'S TAKE Buying flow amid national support & China yield compression — National support to HK could be a game-changer: it solidifies HK's positioning as a financial hub, brings people (talent) & money (A-share enterprises listing in HK; connect, etc.), and protects asset prices (sector is 5.8% of HSI weighting). As new investors tend to be price-setters, we expect high-yield & index stocks to benefit from buying flows in 2H after a ...

Energy Demand & Supply - AI data centers and technological advancements are increasing the need for electricity [1] - Nuclear energy is a consistent, clean, and steady base load producer [1] - Increased regular production of nuclear energy can drive down costs [2] Nuclear Energy Lifecycle - Planning for the entire lifecycle of nuclear energy is crucial [2] - The US has the capability and should manage the entire nuclear energy lifecycle domestically [2]

I recently released my book, How Countries Go Broke: The Big Cycle, which conveys what I've learned over the last 50 years about the mechanics of uh countries going broke as it particularly pertains to the United States now. Very important to me to convey that picture of that mechanic so we understand what we're dealing with. And I'm very happy to know that it was selected by Barnes & Noble as one of their best business books of the year.So I hope that you'll read it and learn about it and understand what y ...