One of my costliest mistakes has always been thinking "it's too late, it has already pumped", whenever a token or NFT I was interested in went up and I hadn’t bought in yet.At some point you realize that none of that really matters.During the NFT run, you could have faded Bored Apes at 5 ETH because they "already pumped" - but if you had done that, you would have missed their run to 150 ETH.The same thing happened during the memecoin run.If you're bullish on something, don't fall into the "it's too late" tr ...

General Observation - The industry should always remember to zoom out and take a broader perspective [1]

Earnings and Economic Outlook - Second quarter earnings are on pace for 10% year-on-year growth, with double-digit growth likely by year-end [2] - Expectation of softening in the economy in the second half of the year, but not recessionary [2] - Anticipation of lower interest rates by the Federal Reserve in 2026, coupled with a potential tax bill kicking in next year, supporting continued earnings growth [2] Federal Reserve Policy - Market overreacted to the possibility of three rate cuts this year; one to two cuts are more likely [3] - Cooling labor market data, with revisions substantially lower for the past two months, supports the potential for the Fed to move rates towards a neutral level of around 35% [4][5] - Expectation that Jerome Powell will signal a potential rate cut and indicate that a 50 basis point rate cut is unlikely [6] Investment Strategy and Technology - Tech and AI sectors have exceeded expectations in terms of capex, data center spending, revenue, and earnings [9] - Investors should have exposure to the long-term secular story in AI and technology [10] - Expectation that sectors benefiting from productivity gains, such as healthcare, industrials, and financial services, will participate in the AI and technology growth [10] - AI and technology are expected to help reduce inflationary pressures by making costs more effective [12] - Margin expansion is anticipated in 2026, partly driven by the AI story [13] - Technology will be used to supplement labor, a trend expected to start next year and continue in the years ahead [15]

Group 1 - The article issues a positive "Hold" rating on shares of SSR Mining Inc., a gold equivalent ounce mining, development, and exploration company based in Denver, Colorado [1] - The rating aligns with the existing "Hold" rating, indicating a stable outlook for the company's stock [1] - The analyst has a Master's degree in Business Economics and possesses a solid quantitative background, covering various sectors and stock types [1] Group 2 - The article does not provide any specific financial data or performance metrics related to SSR Mining Inc. [1]

Group 1 - The article emphasizes the importance of a versatile investment strategy that caters to various investor profiles, including dividend investors, value seekers, and those looking for growth opportunities [1] Group 2 - The author possesses a Master's degree in Business Economics and has a strong managerial and economic background, which supports the analysis of different sectors and stock types [1]

Market Overview - U.S. stock markets have continued to rise in early August despite trade uncertainties and the Federal Reserve's indecision regarding interest rate cuts in 2025 [1][2] - The outcome of the Fed's annual Jackson Hole Symposium, scheduled for August 21-23, is anticipated to be significant [2] Stock Performance - Few stocks have demonstrated price strength, with a focus on those recently experiencing a bull run [3] - Five highlighted stocks include Modine Manufacturing Co. (MOD), Tutor Perini Corp. (TPC), Kiniksa Pharmaceuticals International plc (KNSA), Life360 Inc. (LIF), and Euroseas Ltd. (ESEA) [3] Stock Screening Criteria - Stocks must show a percentage change in price greater than zero over the last four weeks and greater than 10% over the last twelve weeks [5] - Zacks Rank 1 (Strong Buy) and an average broker rating of 1 are also key indicators of potential performance [6] - Stocks must be trading at a minimum price of $5 and be near their 52-week highs, with a current price/52-week high-low range greater than 85% [7] Individual Stock Highlights - **Modine Manufacturing (MOD)**: Stock price increased by 46.1% in four weeks, with an expected earnings growth rate of 14.3% for the current year [8][10] - **Tutor Perini (TPC)**: Stock price surged 14.3% in four weeks, with an expected earnings growth rate exceeding 100% for the current year [14] - **Kiniksa Pharmaceuticals (KNSA)**: Stock price climbed 13.7% in four weeks, with expected earnings growth over 100% for the current year [15] - **Life360 (LIF)**: Stock price advanced 8.3% in four weeks, with expected earnings growth over 100% for the current year [17] - **Euroseas (ESEA)**: Stock price gained 2.8% in four weeks, with an expected earnings growth rate of 4% for the current year [19]

Why This Billionaire Doesn’t Own A Single Stock Or Bond https://t.co/yEvZDRySDQ https://t.co/yEvZDRySDQ ...

From the Desk of Anthony Pompliano0:00 Inflation Came In At 2.7% - Lower Than Expectations2:24 Buying A Home Is No Longer A Good Investment Strategy?4:02 Can Bitcoin Be Described As ‘AI Money’?Enjoy! https://t.co/mwahRuYTTx ...

Smart investors zoom out. Daily charts lie — fundamentals don’t. 🧠 ...

Investment Strategy - Diversification is crucial for a strong crypto investment strategy [1] - Asset allocation should be done wisely [1]