Bill Ackman on getting through a high-pressure, stressful, and negative period in your life. I come back to this video often.

Let’s go 🙌

Bet you can’t watch it just once 🙌

This is the number of missiles launched at Israel from the Iranian regime and its proxies. People will still claim Israel is the aggressor.

Here is something you must listen to, and then you will understand what's coming.

Another down week for the overall stock market $SPY, but 71% of companies that reported earnings ended the week higher #breadth earningswhispers.com/wrs $COUR $GSHD $NWL $CYH $AEYE $VKTX $PRG $CLF $FFWM $IMAX $PEGA $ATNI $NTSC $BMY $STX $FPI $THC $AMC $MXL $DXCM $EW $LW $ORN $KREF $NYCB $ZYXI $PII $AAL $WNC

#earnings for the week of July 29, 2024 earningswhispers.com/calenda… $AMZN $AMD $META $MSFT $AAPL $SOFI $INTC $PYPL $ARM $QCOM $TLRY $SBUX $PFE $ANET $COIN $MCD $CVNA $DKNG $ROKU $BA $SQ $LRCX $XOM $AMC $WDC $PINS $CVX $MARA $RIOT $ON $FSLR $NCLH $BP $MELI $AEM $PAYC $ALB $KGC $SFM $BKNG $NET $PG $ENVX $CNQ $MRNA $TMDX $LDOS $SNAP $SYM $WING

TransMedics Write-Up, by @RyanReeves_ business-breakdowns.com/p/tr…

Earnings season is back!

Price to Earnings Ratios NVIDIA: 75 Tesla: 65 Amazon: 56 Netflix: 48 Microsoft: 40 Apple: 35 Meta: 31 Google: 29 S&P 500: 29 Price to Sales Ratios NVIDIA: 40 Microsoft: 15 Meta: 10 Tesla: 9.3 Apple: 9.3 Netflix: 8.8 Google: 7.8 Amazon: 3.6 S&P 500: 2.9 creativeplanning.com/charlie…

Undervalued wide moat stocks according to Morningstar:

there are 45 stocks in the S&P 500 $SPX that are 30% YTD and crushing the index... here are the charts... study them. learn from them. demand > supply raises prices. rising stock prices = rising portfolio values.

Here are my 10 favorite stocks if I invested today 👇 1. $NVDA | Semiconductors • They're set to cement their status as the core of the AI & gaming revolutions, making their GPU technology indispensable for the future tech ecosystem. 2. $TSM | Semiconductors • They're pivotal in the global tech supply chain, particularly as demand for sophisticated semiconductors in AI, smartphones, and automotive sectors intensifies. 3. $PLTR | AI Platform • Their AI platform will eventually become the foundational platform for enterprises, turning into a strategic asset for informed decision-making at scale. 4. $CRWD | Cybersecurity • Destined to become the security backbone for enterprises worldwide due to the surge in AI & LLMs, positioning them to be on the brink of becoming synonymous with corporate cybersecurity. 5. $ASML | Semiconductor Equipment • They're advanced lithography machines are fundamental to semiconductor manufacturing, powering the production of next-generation chips necessary for AI and high-performance computing. 6. $AMZN | E-commerce & Cloud Computing • They're the leader in e-commerce and cloud computing, with AWS dominating the cloud services market and setting the stage for further growth with AI and machine learning solutions. 7. $COIN | Cryptocurrency Exchange • As a leading platform for cryptocurrency trading, Coinbase is crucial in shaping the digital finance landscape -- bridging traditional finance with burgeoning fintech through blockchain technology. 8. $MSFT | Cloud/Generative AI • They are poised to redefine productivity & enterprise solutions, becoming the definitive platform for cloud computing and AI integration across global industries. 9. $TSLA | EV, Energy, AI & Software • Their FSD technology is set to become as ubiquitous in EVs as $SHOP has become for SMBs in the e-commerce sector. 10. $SNOW | Data Cloud • They're critical in managing and analyzing vast data sets with its cloud-based platform, enhancing the storage, sharing, and real-time processing of data across multiple business sectors.

Concentration concern: the 3-month correlation between the S&P 500 and the # of stocks advancing has fallen below the dot-com bubble era low.

The large cap S&P 500 is outperforming the small cap Russell 2000 by more than 15% this year, the biggest outperformance we've seen since 1998. bilello.blog/newsletter

The Nasdaq Composite crossed above 18,000 today for the first time, just a month after hitting 17,000. The Nasdaq was flat for 17 years following dot-com bubble peak (from 2000 to 2017) and has since tripled over the last 7 years. bilello.blog/newsletter

Every week I send a letter to tens of thousands of investors covering the most important charts and themes in markets. Join here: bilello.blog/newsletter

Small cap stocks are down 2% on the year while Large caps are up 15%. This is the biggest outperformance of large over small since 1998. $SPY $IJR Video: youtube.com/watch?v=CbTp1n9w…

The first half of the year was a Tale of 2 Markets... -Best of times: US large cap growth stocks, short duration bonds, US Dollar -Worst of times: Small caps, value, international, long duration bonds, Japanese Yen Video: youtube.com/watch?v=CbTp1n9w…

The S&P 500 is 26% higher than where it was when the Fed started hiking rates in March 2022. $SPX Video: youtube.com/watch?v=CbTp1n9w…