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$Northern Dynasty Minerals (NAK.US)$ right now It only has a market cap of $1 billion. At just a 50 billion market cap, This would be $100 stock. Look at Barrick gold $Barrick Mining (B.US)$ which is a 77 billion market cap and will be a much smaller company. But of course it all depends on the court case for the EPA veto overturn.
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$Dragonfly Energy (DFLI.US)$ What a scam.
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When many people think about the next two years, only a few keywords come to mind:Rate cuts, recession, AI bubble, geopolitical conflict.
Are these terms useful? Yes, but they have already beenmostly priced into the market.What might truly change asset pricing often isn’t the 'risk everyone talks about every day,' but rather those changes—ones you’ve heard of but didn’t take seriously.
Wall Street calls these 'grey swans'—not entirely unexpected, but you underestimate both the probability of their occurrence and their potential impact once they happen.
1)While thewhole world is waiting for the US to 'stall,' it may instead keep running.
The prevailing narrative in the market now is that the US economy will eventually slow down, and it can't withstand such high interest rates.
But there's a detail that many have overlooked --The US economy isn't weakening in the way textbooks would suggest.
The number of new business startups remains high,
The trade structure is improving,
Employment and consumption, although cooling, haven't collapsed.
This implies an awkward possibility:The economy isn't as bad as you think, but asset pricing has already factored in a 'worst-case' scenario.
If this assessment holds true, a problem arises -- the narrative that the market is currently betting on, like 'rapid rate cuts' or 'massive easing,' may have to be rewritten. $S&P 500 Index (.SPX.US)$ $iShares 7-10 Year Treasury Bond ETF (IEF.US)$ $Walmart (WMT.US)$ $Home Depot (HD.US)$ $JPMorgan (JPM.US)$ $Bank of America (BAC.US)$
...
Are these terms useful? Yes, but they have already beenmostly priced into the market.What might truly change asset pricing often isn’t the 'risk everyone talks about every day,' but rather those changes—ones you’ve heard of but didn’t take seriously.
Wall Street calls these 'grey swans'—not entirely unexpected, but you underestimate both the probability of their occurrence and their potential impact once they happen.
1)While thewhole world is waiting for the US to 'stall,' it may instead keep running.
The prevailing narrative in the market now is that the US economy will eventually slow down, and it can't withstand such high interest rates.
But there's a detail that many have overlooked --The US economy isn't weakening in the way textbooks would suggest.
The number of new business startups remains high,
The trade structure is improving,
Employment and consumption, although cooling, haven't collapsed.
This implies an awkward possibility:The economy isn't as bad as you think, but asset pricing has already factored in a 'worst-case' scenario.
If this assessment holds true, a problem arises -- the narrative that the market is currently betting on, like 'rapid rate cuts' or 'massive easing,' may have to be rewritten. $S&P 500 Index (.SPX.US)$ $iShares 7-10 Year Treasury Bond ETF (IEF.US)$ $Walmart (WMT.US)$ $Home Depot (HD.US)$ $JPMorgan (JPM.US)$ $Bank of America (BAC.US)$
...
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$Plug Power (PLUG.US)$ Keep it up
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$Venus Concept (VERO.US)$ I'm curious how you guys spot these stocks before they rise
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