|
Feb 14
|
|
—
|
LONG
|
Kyle Grieve
Host, The Investor's Podcast / Millennial Investing
|
"You need to keep your savings in appreciating assets... stocks... bonds, real estate, commodities, private businesses, cryptocurrencies." To combat the "silent tax" of inflation, investors must own assets that are "tied to real economic activity" or possess scarcity. Diversify into hard and productive assets to maintain and grow purchasing power. Asset bubbles, high interest rates depressing asset prices, or specific sector risks. |
We Study Billionaires
Stories to Make You a Smarter Investor w/ Kyl...
|
|
Feb 11
|
|
—
|
WATCH
|
Rick Wurster
President & CEO, Charles Schwab
|
"Using Wealth.com... they were able to create a two-page visual summary [of a 400-page trust]... AI tools like tax planning... is something that is going to make advisors more effective." Wurster confirms that Schwab is *buying/partnering* with AI solutions (specifically naming Wealth.com) rather than building everything from scratch. This suggests the "AI Winners" in Fintech may not be standalone disruptors, but B2B software providers selling into the massive distribution channels of legacy firms like Schwab. WATCH. Look for public B2B Fintech/AI software companies that serve enterprise wealth managers rather than direct-to-consumer robo-advisors. Incumbents may eventually build these tools in-house, squeezing vendors. |
Bloomberg Markets
AI Will Help Wealth Managers, Not Hurt Them, ...
|
|
Feb 10
|
|
—
|
LONG
|
Sylvia Jablonski
Chief Investment Officer, Defiance ETFs
|
The speaker notes a recent "big pullback" in the AI software story but believes the current economic data supports a recovery. The economy is in a "Goldilocks" zone. Retail sales were cooler than expected but not disastrous ("not so bad that it mandates an emergency"). This allows the Fed to stay on track for two priced-in rate cuts. Lower rates and a stable economy generally favor high-growth tech stocks. December retail sales were flat, but November was strong. Jobs data needs to show stability; further softening in JOLTS or employment numbers could spook the market. |
CNBC
Experts break down the December retail sales ...
|
|
Nov 25
|
|
—
|
SHORT
|
@stockjabber
|
Stocks identified as engaging in paid stock promotion campaigns, like $YYAI, have historically experienced significant declines (90%+) shortly after the promotion, presenting a short opportunity. |
@stockjabber
Tracking paid stock promotion campaigns can g...
|