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Peru might turn into a socialist state
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Invest in countries that are outperforming SPY. . EWY, EWZ, EPU, THD, AIA.
A few tickers for you to consider; most are "value" from a "I think the Friday close was a reasonable entry point" rather than low P/E or small-cap value but, FWIW, I have positions in all of the below. - LUMN - Lumen Technologies. Enterprise fiber (legacy phone line provider) that I think/hope is on a successful turnaround path. I first entered <$2 a few years ago and had been trimming a large position...but I picked up more when they dipped following earnings earlier in the month. I think this is a $10-15 stock in 2026. - HEI, Heico Corp. Aerospace/defense component provider that unexpectedly dipped following an earnings beat last week. Heico makes the components that keeps the Air Force/Navy flying, and I think they're going to continue to run with all of the military deployment activity. Every hour of flight time eventually translates to revenue for HEi. -TXT, Textron. Industrial/Aviation conglomerate (best known brands include Cessna and Bell) with a very interesting defense business; I particularly like what they're doing with drones. P/E still under 20. - VEU, Vanguard ETF- all World not including US. This (plus a ton of commodities) is my play on the US debasement trade. I also have EWJ (Japan), FLKR (South Korea), AFK (Africa), and EPU (Peru) as specific country/region ETFs. - NVO, Novo Nordisk. Huge growth as the first GLP-1 provider...I think they're oversold now as the market is afraid of competition. This is a recent entry for me; they're now at pre-GLP 1 prices, with a P/E ~10. All that said, I think value is hard to find right now...but the current volatility makes for a lucrative (but risky) environment for swing trading.
I am in EWY, EWZ, EEM. July calls Saw EPU (Peru) is actually as good as Korea. Then EWP, EPOL, even EWC, and many different Es are rocketing up, new ATH daily.
$EPU, ishares MSCI Peru, up 20% ytd. ignore US stocks, buy Peru
EWY, EPU, TUR, EWZ, EWJV. This SPY is boring. What are other country's SPYs doin?
$EPU, ishares PERU etf, up 23% ytd. makes you think
VXUS EUFN EPU ARGT FLKR are were my allocations are and they’ve done great so far.
that explains why my EPU eft has done quite well….
GDXJ and I like EPU - not a mining eft per say but holds primarily mining co and pays a dividend
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>Almost half of the sp500 return in those years are due to the mag7 and other tech stocks "the returns of the index are due to their constituents, what do you say to that??" >all it takes for the castle of cards to fall is other countries tech companies starting to take bigger market shares or us companies splitting and creating siblings companies abroad, listed in foreign markets, so boosting those markets something something crash coming something something BRICS era something something They won't. A basic facet of capitalism is that capital begets more capital. Sorry, there is no EM that rivals US companies and their ability to print cash, besides China if they can institute market reforms and free up their companies from being under the party thumb. AMZN just decided to do ad revenue one day several years ago and now rakes in $50B+ a year. NVDA willed the AI boom into existence. AAPL's bought back more shares than the size of some countries entire exchange. TSLA went from an inch away from bankruptcy in 2020 to having the best selling car in the world. There is no market outside the US that has titans that can stay nimble and mint cash like they're a central bank Most US companies are cross-listed on foreign markets anyways. I can buy AAPL in the US or APC in Germany or OR2V in London. There's no more Irish loophole for companies to take advantage of DLC's don't result in mismatched pricing, shareholders have claims to the exact same cash flow minus currency differentials so I have no idea what you're talking about in your hypothetical >Indonesia, Vietnam or even fucking Peru market before yapping EIDO looks like shit VNM looks like shit EPU is almoooooost back to where it was 15 years ago, what an excellent find US is unmatched and you're just going to have to get over it. Most efficient capital market by far with structural components that aren't found elsewhere. There's 70,000,000 people in the US that put money into the market every 2 weeks just by virtue of being employed (not to mention other massive buying outside of 401k's), there's another $1T of annual buybacks, and a million other things that cause line go up EM is and will be relegated to being a hedge that people are embarrassed to talk about being invested in outside of gold bug circles. China is the only other one worth sniffing and I'm not going to buy Chinese companies if the people living their don't even want to buy Chinese stocks
Hmmm. I don't think so. At present I can only think of a small list of applications for Quantum computing: (1) cryptography for military/civil (2) biology, theoretically if someone could encode the behavior of protein folding and such into a quantum problem, it would be able to solve for us which substances best fit our needs instantly. (3) location determination and scanning, it might be possible to build better wave-based location determination that calculate predicted points from the complex sensed noise. We currently do a lot of smoothing and processing, but underneath the noise is a very real signal, maybe we skip all the estimation and ask it, which locations create this noise pattern. That would be kinda crazy if it works. Neural will likely grow and incorporate other methods of storage in the future (see holographic storage). It will also look closer and closer to living things. Completely orthogonal to quantum (for now). I believe that like the Apple M1 chip, there will be a usefulness in having a bit of everything, dedicated for each task, working together. So in this vein, it is inevitable that we have an everything chip. The Everything Processing Unit (EPU): CPU + GPU + TPU + QPU Having everything on a single chip and a memory bus that instantly provides the input context from one processing unit to the other is likely the endgame chip design that will power humanity's Type I civilization.
Anything fully fly-by-wire will have a ram air turbine or EPU to power the basic flight controls if you're unpowered.
# (NASDAQ: MIGI) Set to Join Russell Microcap® Index [https://finance.yahoo.com/news/mawson-infrastructure-group-set-join-203000100.html](https://na01.safelinks.protection.outlook.com/?url=https%3A%2F%2Ffinance.yahoo.com%2Fnews%2Fmawson-infrastructure-group-set-join-203000100.html&data=05%7C01%7C%7Cfb82704a17eb4b6816d408db73ea10dd%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C638231221373656145%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=kI2cBRi%2FDohDljdqdI5fCdonN6EPU6Khq8mFWRxSdxU%3D&reserved=0)
Looking at EPU - MSCI Peru ETF - after the unrest seems to have calmed after a vote yesterday. 50% of the portfolio is basic material which will be steady and the other large holdings are in financial and consumer defensive and cyclical - which all should look better moving forward. I made a lot on ECH - Chile, ARGT - Argentina & EWZ - Brazil.
Sure if we assume this to be true then robinhood will attract low value accoutns (hence the bad EPU) and then as their customers become valuable they will leave? This is a bad business model. If their MAU was rapidly increasing to offset the lower EPU not a problem but both are going down. Less users and less money per user = less revenue = less valuable.
For a financial growth company that EPU and MAU death spiral is lights out. Their opportunity was "reinventing" no fee trading. They lost their user base and their competitors added equivalent services. With no real growth prospects now it's a slow bleed to irrelevant now. My guess is their last bastion of users are too stupid or lazy to transfer their accounts out when they pulled their BS last year, and these folks probably aren't rolling big accounts hence the 60% loss in EPU. What they have left are broke gamblers. So I guess all from this sub.
VisualMod casually rattles off Q3 EPU (42,069.69). Record high earnings per user of negative $42,069.69
I don't expect much from WSB, but c'mon. > We confirm the long-term relationship between the US stock market, the VIX, the US EPU, and the global cumulative daily COVID-19 cases and deaths during the first wave of the pandemic. Even after the general quarantine restrictions were eased following the first COVID-19 wave, the persistence of the correlation continued during the second wave. We confirmed these empirical results using the wavelet coherence methodology and showed that the continued increase in COVID-19 infections and deaths during the first and second waves increased the uncertainty of the US stock market and the overall economy, with serious financial consequences. https://www.sciencedirect.com/science/article/pii/S0040162521001426
[Karen o and danger mouse - lux prima](https://youtube.com/playlist?list=PLUUV0iv0ZR8wrOKqAC66EPU_qEJN_VKi3)
The oversize bets on BABA and FXI finally paying off, also thank you EPU (shares only so not for most of you!)
Peru’s far left Cabinet being approved this week by the Congress. Before this Gvt, one of the fastest growing economies of South America. Gonna short sell its ETF $EPU
Pedro Castillo (socialist) is winning with 50.18% of votes. Peruvian EPU ETF is already down 9%. I bought today some puts on BVN expiring 18th of june.
Pedro Castilla (socialist) is leading by 50.16% votes. The markets are in full panic the peruvian etf EPU is down 9%. Buy puts on peruvian companies like BVN Positions: 18/06 11p BVN
I plan to go short on EPU.
I have taken the position that it is completely fine to buy the stock index of other countries as a means of diversification. This is what I currently have... INDY >> India NIFTY50 Index ENZL >> Tracks the the New Zealand Index EWJ >> Tracks the Japanese Index (Currently booming and I can't wait til the fucker surpasses 38,000 so I can stop hearing the 'What about Japan?' shit every time someone says stock markets tend to go up.) EPU >> Peru Index