#Bitcoin itself holds unwavering value.What’s changing is merely our perception of its worth.Do you believe Bitcoin is heading toward surpassing $1 million by 2030 ?🚀 https://t.co/CcTpBc83BF ...

every other month there's a debate on this hellhole about "value" in cryptolet me help you out: "value" is what you get out of some shitthat shit can be literal shit or useful shit, it does not matterall that matters is that someone is willing and able to buy it because they have belief in its valueif it's literal shit of course, then it is harder to believe in its value since something propped up by nothing can collapse easier than something propped up by somethingyour directive then is to simply make thin ...

Andrew Tate on Value https://t.co/FePcfnRwdy ...

Investment Recommendations - Suggests considering a trade related to XLU (utilities ETF) for the next 25 years, potentially involving oil services [1] - Recommends a long position in the OIH ETF (oil services ETF) [1] - Advises buying protection through Triple Q (Invesco QQQ Trust) put spreads [1] - Highlights LVMH (luxury goods company) as a potentially undervalued space with significant value [1]

We want to move on to the ETF market. We're tracking ETF flows for the year that are now over $645 billion. We're also tracking the moves above and below the 30-day moving averages for the popular index funds, the spy and the triple Q's.So this week, we saw volumes trend below the 30-day moving average as the indexes hit record highs, the EyesShares US equity factor rotation ETF, ticker DYNF. That's all the top inflows this week. So take a look.This is an ETF that's actively managed, combining large cap, sm ...

Group 1 - Elevance Health, Inc. (NYSE: ELV) is rated as a Buy despite the severe impact on the healthcare plan providers industry, indicating a contrarian investment stance [1] - The industry has experienced deterioration in market prices, public opinion, and financial results, particularly affecting Elevance [1] - The investment approaches mentioned include GARP (Growth at a Reasonable Price), Value, and Growth, with a focus on insider buying and buybacks, as well as technical analysis tools like Elliott Wave and EMA crossovers [1]

Market Trends & Consumer Behavior - Consumers are focused on value and accessible pricing, especially for back-to-school and fall apparel [2][3][16][17][18] - Consumers are not engaging in significant forward buying or front-loading of apparel purchases [8] - Baggy and relaxed silhouettes are currently popular fashion trends [13][14] Company Strategy & Performance - The company is focused on providing fashion, style, and quality at accessible prices across brands like JCPenney, Eddie Bauer, Lucky Brand, Nautica, Aeropostale, and Brooks Brothers [3] - The company is offering pre-tariff pricing on essential back-to-school items like uniforms, denim, t-shirts, and backpacks, matching last year's prices [4][5] - JCPenney is offering kids' haircuts for $12, matching last year's pricing, and expects to give over 100,000 haircuts [6] - Aeropostale is focused on the 13-18 year old demographic and experiencing positive growth [19][20] - JCPenney experienced a 6% increase in customer traffic growth last quarter [18] Supply Chain & Sourcing - The company sources from a large number of countries of origin [10] - Sourcing teams aim to secure the best prices for consumers, considering the tariff environment, by leveraging the combined volume across brands [11]

Solana Ecosystem & NFT Market - BoDoggos minted when Solana was at $15, indicating early-stage investment in the Solana ecosystem [1] - Solana's ecosystem has grown massively since BoDoggos' inception, but the community unity has shifted towards memecoins [1] - The company aims to bring back the "SOL bull energy" and underdog spirit to the Solana community [1] - The company is building an "NFT treasury company" to buy BoDoggos off the floor [1] Business Strategy & Partnerships - The company has built a media company with sustainable revenue and partnerships [1] - The company tried various methods to drive value to BoDoggos holders, including merch, animations, and Giphy [1] - The company has existing infrastructure for brand activations [1] Investment Opportunity - BoDoggos are presented as a potentially good investment for those bullish on the team, Solana, and NFTs [1]

Market Outlook & Investment Strategy - The firm suggests rotating into value and small-cap stocks, as they have underperformed in the first half of the year [5] - The firm is at target for large-cap stocks but overweight in small-cap and non-US equities, believing there is better value in these areas for the second half of the year [6] - The firm has been bullish on Japan for a number of years due to strong improvements in corporate governance and better returns for shareholders [7] Currency & Economic Factors - The dollar index was down 11% in the first half of the year, marking its worst performance since 1973 [7] - The firm anticipates potential dollar weakness, especially if the Federal Reserve reduces rates by 100 basis points over the next year [8][9] - A softening dollar is seen as a reason to be overweight in developed markets outside the US [10] - Fiscal stimulus in Europe, particularly in Germany, is expected to be beneficial [6] Sector Analysis - There was a rotation out of higher multiple sectors like tech and AI into lower multiple sectors like consumer discretionary [2] - Financials are favored due to the prospect of less stringent regulation and potential capital returns [15][16] - The firm believes that progrowth policies and less regulation will benefit small and mid-cap companies more significantly [13] Risk Factors - Headline risk related to tariffs, particularly with Japan and China, remains a concern [16][17][18]

Consumer Behavior & Preferences - 53% of Americans plan to pay for travel lodging this summer [1] - Travelers are laser-focused on value, not necessarily the cheapest stays [2] - Travelers choose hotels when traveling solo and private vacation homes (via Vrbo) when traveling with family or groups [3][4] Hotel Pricing & Value - Hotel prices in the US are slightly down this summer compared to last summer, with some popular destinations like San Francisco, Atlanta, and Austin, Texas, experiencing almost a 10% decrease [4] - Internationally, hotel prices are slightly up but generally lower than in the US [5] - Hotelscom's hotel price index uses "margarita math" (barometer) to correlate the cost of poolside cocktails with hotel room rates, indicating that Nashville offers the best value for poolside drinks, about $5 less than in LA [5][6] Loyalty Programs & Perks - Loyalty programs are key to saving, offering not only lower rates but also perks such as food and beverage credits ($250), wine upon check-in, and discounts on spa services (e.g., 20% off at the Godfrey Hotel in Chicago) [7][8] - Hotelscom's loyalty currency, "one key cash," can be used for immediate or future luxury hotel stays [9]