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Analyzing Etsy, Generac, & Estée Lauder earnings reactions, amongst other things. Follow for More Deep Dives:Discord (FREE): https://discord.gg/J4YfpHYGpTwitter/X: JBandD⚠️ Disclaimer: I am not a financial advisor. This content is for educational and entertainment purposes only. Always do your own research before making investment decisions.
Market rally, FOMO, surviving, charts, IBKR research tools.
👇 Follow for More Deep Dives:Discord (FREE): https://discord.gg/J4YfpHYGpTwitter/X: JBandD⚠️ Disclaimer:I am not a financial advisor. This content is for educational and entertainment purposes only. Always do your own research before making investment decisions.
VIX, market squeeze, BofA fund manager survey, amongst other things.👇 Follow for More Deep Dives:Discord (FREE): https://discord.gg/AWzxvdrYSXTwitter/X: JBandDSubstack (FREE): jbandd⚠️ Disclaimer:I am not a financial advisor. This content is for educational and entertainment purposes only. Always do your own research before making investment decisions.
I break down the 5 contrarian signals to the initial investor reaction.
📈 You’ll Learn:
• Puig deal = geographic pivot, not distraction
• China rebound: $20T liquidity + 13% growth
• $124T wealth transfer to women
• Turnaround proof: margins up, cash flow surging
• Why record pessimism = maximum opportunity
👇 Follow for More Deep Dives:
• Discord (FREE): https://discord.gg/JUE8nAVyq
• Twitter/X: JBandD
• Substack (FREE): jbandd
⚠️ Disclaimer:
I am not a financial advisor. This content is for educational and entertainment purposes only. Always do your own research before making investment decisions.
Bearish indicator, VIX analysis, etc...
Discussing Alibaba, PayPal, Japanese Yen, put skew, and other things. Video link below
JB and D's Market Sniffs Podcast, Sniffing for Golden Nuggets
A deep dive into a potential speculative agreement that may be unfolding behind the scenes and its impact on equities and the Japanese yen.
In today's episode, we discuss Taiwan risk, VIX positioning, LATAM opportunities, and other things.
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