🔥 CZ: If you have to beg an exchange to list, ask yourself who is providing value to whom.Work on your project, not other people. https://t.co/AaypRssJCu ...

Investment Strategy - Correction is temporary, suggesting a long-term investment perspective [1] - Value is forever, emphasizing the importance of fundamental value investing [1] - Zoom out, advising investors to take a broader view of the market [1] - Stay focused, recommending investors to maintain concentration on their investment goals [1]

Core Insights - Growth themes have regained market leadership in Q3 2025, particularly in China and the US, while European markets have underperformed [1][3][7] - Strong corporate earnings are driving the performance of growth sectors, while value sectors are lagging despite an improving macro environment [1][3][5] US Market Performance - US sectors show that growth continues to dominate, with technology, communication services, and consumer discretionary sectors outperforming the index [3][7] - Defensive sectors, particularly consumer staples, have posted negative returns due to previous strong performance and ongoing macro headwinds like inflation [5][7] International Market Performance - Chinese equities have led international markets, benefiting from a technology-heavy index, although caution is advised due to geopolitical risks [6][8] - Canadian equities have also performed well, driven by strong precious metal prices, despite a weakening Canadian dollar [9] Currency Trends - The US dollar has stabilized against most currencies, with notable exceptions like the Chinese Yuan, which did not participate in the recent rally [10] Future Outlook - Earnings remain a key catalyst for market performance, with expectations that value equities may gain traction in the coming quarters due to macroeconomic conditions [11][12] - Despite the potential for a value rotation, growth equities currently exhibit stronger earnings growth, making them more attractive in the short term [12]

Core Viewpoint - The stock market experienced a broad rally, with various funds participating, although momentum strategies lagged due to specific stock performance [1] Group 1: Market Performance - The stock market was staging an everything rally in Friday afternoon trading [1] - Funds focused on small-caps, value, dividends, risk, and low volatility were all taking part in the rally [1] - Momentum was one of the few strategies lagging, in part due to a 5% drop in Palantir Technologies shares [1] Group 2: Specific Fund Performance - The Roundhill Magnificent Seven ETF was down 0.4% [1] - Major companies such as Tesla, Meta Platforms, Nvidia, and Amazon.com were all trading lower [1]

Money is a part of everyone's life and we all want it. But, what is it, how does it gain value, and how was it created? https://t.co/LR7uTEARIk ...

Group 1 - Legislative elections were held in the province of Buenos Aires on September 7, with the Kirchnerist party winning by 13.30% over Milei's new party [1] - The victory margin translates to 1330 basis points, indicating a significant lead for the Kirchnerist party [1] Group 2 - The article does not provide any additional information related to companies or industries [2][3]

Value Strategy - McDonald's is reintroducing Extra Value Meals to provide predictable value [1][3] - The company has been focusing on value offerings, including the $5 meal deal and buy-one-get-one-for-$1 promotions under McValue [1] - The McDonald's app offers additional deals and promotions [1] Customer Behavior - Approximately 50% of transactions were from customers not using the app or purchasing McValue items, indicating a gap in value perception [2] Franchise Response - Franchises recognized the need to address the value gap for customers not using the app or McValue options [2]

Core Insights - The article highlights Luke's background as an undergraduate business student and active investor focusing on long-term equities, momentum, and value [1] - Luke has experience co-hosting the Wall Street Insights Podcast, where he engaged with financial professionals to discuss industry entry strategies for students [1] - The analysis covers equities in technology, financial, and industrial sectors, emphasizing company fundamentals and macroeconomic conditions [1] Group 1 - Luke aims to deepen his understanding of the financial industry and share his investment strategies through writing on Seeking Alpha [1] Group 2 - The article does not provide any specific financial data or performance metrics related to companies or industries. [2][3]

Market Connectivity & Reflexivity - Crypto increases the connectivity of markets by turning information into value and vice versa [1] - Reflexivity becomes exponentially more prevalent due to increased market connectivity [1] - Prices become more detached from fundamentals, requiring constant reassessment and recorrection from market participants [1] Cycle Dynamics - The traditional concept of a cycle is likely obsolete [1] - Cycles are accelerating, potentially occurring weekly or even daily [1]

Market Dynamics & Investment Implications - Narrative is currently more influential than fundamentals due to increased connectivity [1] - Crypto increases the connectivity of the world's value by turning information into value [1] - Narratives spread faster than fundamentals because humans understand stories quickly [1] - Increased connectivity leads to volatility and ecosystems of products like perps, shitcoins, and prediction markets [1] Underlying Cause: Connectivity - Connectivity, driven by advancements like airplanes and the internet, is the underlying reason for the shift [1] - The internet increased the connectivity of the world's information [1] - Crypto increases the connectivity of the world's value [1] Impact on Financial Markets - Stocks are becoming more like memes, and memecoins are traded with trillions in value due to increased connectivity of information and value [1] - Hypergamblification arises from narratives spreading fast, leading to volatility [1]