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X @Ivan on Tech 🍳📈💰
RT Ivan on Tech 🍳📈💰 (@IvanOnTech)"IVAN WILL THE DOLLAR HYPERINFLATE?! HOW TO PROTECT AGAINST IMMINENT HYPERINFLATION?"1. New traders always make the classic mistake2. They become worried about hyperinflation3. Unfortunately they normally do it at pico tops in Gold, Silver and Bitcoin4. That is when the media speaks about hyperinflation, you think that gold or silver or Bitcoin will replace the dollar TOMORROW, you buy and instead of losing 3-5% normal dollar inflation per year you lose 50% in silver in just ...
X @CFTC
CFTC· 2026-04-01 12:37
RT Mike Selig (@ChairmanSelig)In my first 100 days as @CFTC Chairman, I’ve made significant progress in expanding access to risk management tools for farmers and ranchers, rolling back outdated rules and regulations, and delivering on @POTUS’ promise to make America the crypto capital of the world.The @CFTC remains the gold standard for smart and effective oversight of the financial markets, and I’m committed to building on our transformative work to secure the agency’s leadership for years to come.Read wha ...
X @U.S. Securities and Exchange Commission
This order, along with a staff interpretive letter to SIFMA & ISLA, aims to improve liquidity and strengthen risk management in securities lending markets.Order link: https://t.co/h6nyi4BjLeStaff interpretive letter link: https://t.co/XTUbaBsdYM ...
X @CFTC
CFTC· 2026-03-18 22:32
RT Mike Selig (@ChairmanSelig)The @CFTC’s roots are in trading agricultural commodities, and we take pride in celebrating our hardworking farmers and ranchers during National Agriculture Week. Access to key risk management tools and sound markets remains a priority and is more important now than ever before. ...
We're Getting Closer to How Banks Operate: Kraken Co-CEO
Bloomberg Television· 2026-03-10 21:34
It seems like, Kraken came up a lot today Mhmm. At this conference. The partnerships that you're doing just yesterday, Nasdaq said it will partner with the parent company of Kraken to design a gateway for tokenized equities to move between regulated markets and on chain markets.That's right. What what does this look like in practice. So, well, the the partnership that we announced is that we would, partner with them on twenty four seven, seven days a week, three sixty five trading.And if you see TradFi in g ...
Hims & Hers Health After The GLP-1 Collapse
Seeking Alpha· 2026-02-24 13:47
Core Viewpoint - Hims & Hers Health (HIMS) has transitioned from a valuation reset to a regulatory repricing event, indicating significant changes in its market position and valuation dynamics [1]. Group 1: Valuation Changes - Over the past year, HIMS has experienced a severe valuation reset, losing an additional 48% in value [1]. Group 2: Investment Strategy - The investment strategy focuses on identifying high-potential winners before they break out, emphasizing asymmetric opportunities with an upside potential of 3-5 times that outweighs downside risks [1]. - The approach leverages market inefficiencies and contrarian insights to maximize long-term compounding while protecting against capital impairment [1]. - A strong margin of safety is sought to protect against capital impairment while maximizing long-term compounding [1].
Firefly Aerospace: Buy This Speculative Bet Focused On Execution
Seeking Alpha· 2026-01-12 16:20
分组1 - Mr. Mavroudis is a professional portfolio manager with expertise in risk management and financial market analysis [1] - He has successfully navigated major crises, including the COVID-19 pandemic and the PSI [1] - Mr. Mavroudis is the CEO of FAST FINANCE Investment Services, a registered Greek company [1] 分组2 - He holds multiple degrees, including an MSc in Financial and Banking Management, an LLM in Law, and a BSc in Economics [1] - Mr. Mavroudis is certified in various financial disciplines, including portfolio management and derivatives [1] - He engages with the investment community through writing and teaching, aiming for mutual growth and knowledge sharing [1]
The final push for the year
Youtube· 2025-12-29 18:35
分组1 - The market is currently experiencing profit-taking, which is reflected in the recent volatility and movements in precious metals, particularly silver [1][3][4] - The environment in 2026 is expected to be more challenging, characterized by fits and starts rather than a straightforward upward trend, indicating a shift towards a rental market rather than an ownership market [2][4] - There is anticipation of significant volatility in 2026, particularly surrounding the Supreme Court's decision on tariffs, which could create uncertainty and impact market stability [5][10][12] 分组2 - Earnings expectations for the S&P 500 are projected to grow by 15% year-over-year, but even a slight miss could lead to volatility given the market's current valuation [11][22] - The sectors expected to perform well in 2026 include financials, industrials, materials, energy, and healthcare, with a tactical preference for equal-weighted S&P 500 investments [12][13][29] - The market is currently showing strong performance in healthcare, while other sectors like technology may experience more volatility, necessitating careful positioning and risk management [25][26][28]
Masco Corp: Faucets And Paint Can Drive A 16% Annual Return (NYSE:MAS)
Seeking Alpha· 2025-12-23 10:28
Core Insights - Masco Corporation has established itself as a key designer and manufacturer in the faucet industry, despite the product not being a primary focus for many consumers [1]. Company Overview - Masco Corporation specializes in the design and manufacturing of faucets, indicating a strong position within the home improvement and plumbing fixtures market [1]. Industry Context - The faucet industry, while often overlooked, plays a significant role in the broader home improvement sector, suggesting potential investment opportunities for those willing to explore niche markets [1].
Masco: Faucets And Paint Can Drive A Strong Annual Return
Seeking Alpha· 2025-12-23 10:28
Core Insights - Masco Corporation (MAS) has established itself as a key designer and manufacturer in the faucet industry, despite the product not being a primary focus for many consumers [1] Company Overview - Masco Corporation specializes in the design and manufacturing of faucets, indicating a strong position in the plumbing fixtures market [1] Industry Context - The faucet industry, while often overlooked, plays a significant role in home improvement and construction sectors, highlighting the importance of companies like Masco in these markets [1]