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X @Nick Szabo
Nick Szabo· 2025-11-12 21:34
RT Scott Greer 6’2” IQ 187 (@ScottMGreer)DeSantis embraces idiotic Boomer populism. If we want to transfer even more wealth to already well-off boomers, worsen the housing crisis for young people, and undermine public services, this is a great way to do it ...
We're in a 'story-dominated' market, says Jim Cramer
CNBC Television· 2025-06-30 23:47
Market Trends & Investment Opportunities - The second quarter saw significant market gains, with the Dow up 5%, the S&P rallying 105%, and the NASDAQ jumping 1775% [1] - Younger investors, fueled by a wealth transfer of $100 trillion from baby boomers, are driving market activity [2] - A "story-dominated market" is emerging, where individual stocks with compelling narratives are favored over indices [17][19] - Companies demonstrating bold behavior are rewarded by younger investors, while those focused on stock buybacks are punished [8][9] - The market is shifting towards an "idea market," where innovative concepts attract investment, reminiscent of the 1990s [11][14] Company Specific Analysis - Robinhood's stock skyrocketed due to its use of blockchain for stock and private company trading, appealing to younger investors [3][4] - Reddit's advertising is considered undervalued, suggesting potential for growth [7][8] - Palantir is expected to continue its upward trajectory, with a long-term price target of $200 [6] - Oracle is experiencing significant growth in data center orders, leading to stock appreciation [12] - Private equity firms like Apollo, KKR, and Blackstone are viewed favorably [22] Economic Factors - The influence of the Federal Reserve is diminishing as younger investors focus on individual stock stories [9][10] - The market is less concerned with traditional economic indicators like Fed announcements and tariffs [15]
X @CryptoJack
CryptoJack· 2025-05-23 05:30
#Bitcoin: The greatest wealth transfer in history. Are you part of it? 🚀 ...