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r/pennystocksSee Post

Li-FT Power Intersects 23m at 1.40% Li2O at its Fi Main pegmatite, Yellowknife Lithium Project, NWT

r/smallstreetbetsSee Post

Lift Power Ltd (CSE: LIFT, OTCQX: LIFFF, Frankfurt: WS0) - Unlocking A Promising Junior Miner

r/WallStreetbetsELITESee Post

LIFT Announces Changes to its Board of Directors (TSXV: LIFT, OTCQX: LIFFF)

r/pennystocksSee Post

LIFT Announces Changes to its Board of Directors (TSXV: LIFT, OTCQX: LIFFF)

r/WallStreetbetsELITESee Post

St-Georges Closes the Second & Final Tranche its Financing Offering for the Manicouagan Critical Minerals Project (CSE:SX)(OTCQB:SXOOF)(FSE:85G1)

r/smallstreetbetsSee Post

St-Georges Closes the Second & Final Tranche its Financing Offering for the Manicouagan Critical Minerals Project (CSE:SX)(OTCQB:SXOOF)(FSE:85G1)

r/WallStreetbetsELITESee Post

Consider Li-FT Power (TSXV: LIFT; US-OTC: LIFFF) as a potential value play in the lithium mining space

r/smallstreetbetsSee Post

Li-FT hits 1.56% lithium oxide over 26 metres near Yellowknife (TSXV: LIFT; US-OTC: LIFFF)

r/smallstreetbetsSee Post

Li-FT hits 1.56% lithium oxide over 26 metres near Yellowknife (TSXV: LIFT; US-OTC: LIFFF)

r/pennystocksSee Post

Li-FT hits 1.56% lithium oxide over 26 metres near Yellowknife (TSXV: LIFT; US-OTC: LIFFF)

r/pennystocksSee Post

LIFT Intersects 27 m at 1.26% Li2O and 22 m at 1.53% Li2O at its Fi Main pegmatite, Yellowknife Lithium Project, NWT (TSXV: LIFT, OTCQX: LIFFF)

r/WallStreetbetsELITESee Post

LIFT Intersects 23 m at 1.50% Li2O at its Fi Southwest pegmatite, Yellowknife Lithium Project, NWT (TSXV: LIFT, OTCQX: LIFFF)

r/pennystocksSee Post

St-Georges Closes the Second & Final Tranche its Financing Offering for the Manicouagan Critical Minerals Project (CSE:SX)(OTCQB:SXOOF)(FSE:85G1)

r/pennystocksSee Post

A Promising Lithium Miner for 2024 : Li-FT Power Ltd. (TSXV: LIFT, OTCQX: LIFFF, Frankfurt: WS0)

r/smallstreetbetsSee Post

A Promising Lithium Miner for 2024 : Li-FT Power Ltd. (TSXV: LIFT, OTCQX: LIFFF, Frankfurt: WS0)

r/ShortsqueezeSee Post

I’m curious what peoples trading experience in this sub is and what do you trade primarily?

r/WallStreetbetsELITESee Post

A Promising Lithium Miner for 2024 : Li-FT Power Ltd. (CSE: LIFT, OTCQX: LIFFF, Frankfurt: WS0)

r/WallstreetbetsnewSee Post

Unearthing Lithium Treasures with Li-FT's Latest Drilling Success

r/pennystocksSee Post

Li-FT's Groundbreaking Discovery at Yellowknife Lithium Project

r/WallStreetbetsELITESee Post

Li-FT Strikes Lithium Rich Veins in Yellowknife

r/WallStreetbetsELITESee Post

Li-FT Power Shapes the Lithium Industry (TSXV: LIFT, OTCQX: LIFFF)

r/smallstreetbetsSee Post

Li-FT Power Shapes the Lithium Industry (TSXV: LIFT, OTCQX: LIFFF)

r/pennystocksSee Post

A Promising Lithium Miner for 2024 : Li-FT Power Ltd. (CSE: LIFT, OTCQX: LIFFF, Frankfurt: WS0)

r/smallstreetbetsSee Post

A Promising Lithium Miner for 2024 : Li-FT Power Ltd. (CSE: LIFT, OTCQX: LIFFF, Frankfurt: WS0)

r/pennystocksSee Post

LIFT Intersects 23 m at 1.50% Li2O at its Fi Southwest pegmatite, Yellowknife Lithium Project, NWT (TSXV: LIFT, OTCQX: LIFFF)

r/WallstreetbetsnewSee Post

Li-FT Powers Up: New Board Members Set to Supercharge Lithium Leadership

r/WallStreetbetsELITESee Post

Strategic Board Reshuffle at $LIFFF: Finance & Mining Pros to Fuel Growth

r/pennystocksSee Post

Li-FT ($LIFFF) Board of Directors: Leveraging Expertise for Strategic Growth

r/pennystocksSee Post

Li-FT Power Shapes the Lithium Industry (TSXV: LIFT, OTCQX: LIFFF)

r/wallstreetbetsSee Post

January Effect? "If shares cannot do well even with the January tailwind, it bodes ill for the months ahead" FT 2015.

r/pennystocksSee Post

DD Report for LIFFF!

r/WallStreetbetsELITESee Post

DD for LIFFF - Lithium and EVs look ready to rocket!

r/WallstreetbetsnewSee Post

LIFFF DD - Watching this month

r/pennystocksSee Post

LIFT Intersects 28 m at 0.99% Li2O at its BIG East pegmatite, Yellowknife Lithium Project, NWT (TSXV: LIFT, OTCQX: LIFFF)

r/smallstreetbetsSee Post

Li-FT Power Ltd: A Remarkable Investment in Energy Storage (CSE: LIFT) (OTCQX: LIFFF) (Frankfurt: WS0)

r/pennystocksSee Post

Li-Ft Power Ltd Emerges as a Serious Lithium Contender (TSXV: LIFT, OTCQX: LIFFF)

r/pennystocksSee Post

LIFT Intersects 21 m at 1.12% Li2O at the Ki pegmatite, including 11 m at 1.70% Li2O and 17 m at 1.28% Li2O at the Shorty pegmatite, Yellowknife Lithium Project, NWT (TSXV: LIFT, OTCQX: LIFFF, FRA : WS0)

r/WallStreetbetsELITESee Post

Li-FT Power Ltd. (OTCQX: LIFFF | TSXV: LIFT): Virtual Investor Conferences

r/pennystocksSee Post

LIFT Intersects 28 m at 1.70% Li2O at its BIG East pegmatite, Yellowknife Lithium Project, NWT (TSXV: LIFT, OTCQX: LIFFF)

r/WallStreetbetsELITESee Post

Li-FT Power (TSXV:LIFT) - A Race to the Line to Deliver Lithium

r/WallStreetbetsELITESee Post

Li-FT Power - Technical Analysis & Due Diligence (CSE : LIFT, OTCQX: LIFFF, FRA : WS0)

r/wallstreetbetsSee Post

Jay Powell’s festive giveaway to investors

r/WallStreetbetsELITESee Post

Li-FT Power Ltd: A Remarkable Investment in Energy Storage (CSE: LIFT) (OTCQX: LIFFF) (Frankfurt: WS0)

r/pennystocksSee Post

Li-FT Power Ltd: A Remarkable Investment in Energy Storage (CSE: LIFT) (OTCQX: LIFFF) (Frankfurt: WS0)

r/pennystocksSee Post

Any insight on hiring indigenous people of the exploration area for a mining company?

r/WallstreetbetsnewSee Post

Any insight on hiring indigenous people of the exploration area for a mining company?

r/WallStreetbetsELITESee Post

Li-FT Power drills 1.28% Li2O over 13 metres at Yellowknife Project, Northwest Territories (CSE: LIFT, OTCQX: LIFFF)

r/pennystocksSee Post

Li-FT Power drills 1.28% Li2O over 13 metres at Yellowknife Project, Northwest Territories (CSE: LIFT, OTCQX: LIFFF)

r/pennystocksSee Post

LIFT Intersects 14 m at 1.50% Li2O at the Ki pegmatite and 10 m at 1.75% Li2O at the Shorty pegmatite, Yellowknife Lithium Project, NWT (CSE : LIFT, OTCQX: LIFFF, FRA : WS0)

r/WallstreetbetsnewSee Post

Comparison and insight into two natural resource companies operating in different continents

r/smallstreetbetsSee Post

LIFT Intersects 14 m at 1.50% Li2O at the Ki pegmatite and 10 m at 1.75% Li2O at the Shorty pegmatite, Yellowknife Lithium Project, NWT (CSE : LIFT, OTCQX: LIFFF, FRA : WS0)

r/pennystocksSee Post

Comparison and insight into two natural resource companies operating in different continents

r/pennystocksSee Post

Fathom Nickel Inc. (CSE: FNI) (FSE: 6Q5) (OTCQB: FNICF) Announces $4.5 Million Private Placement

r/pennystocksSee Post

Top natural resource companies with plans of expansion in 2024

r/wallstreetbetsSee Post

Car Loans (as a FT trader)

r/smallstreetbetsSee Post

LIFT Intersects 22 m at 1.35% Li2O and 22 m at 0.82% Li2O including 10 m at 1.35% at the BIG East pegmatite, Yellowknife Lithium Project, NWT (CSE : LIFT, OTCQX: LIFFF, FRA : WS0)

r/stocksSee Post

FT - ECB to discuss earlier end to bond purchases, says Christine Lagarde

r/wallstreetbetsSee Post

Netflix (NFLX) Acquires Kim Kardashian's Comedy The Fifth Wheel

r/pennystocksSee Post

LIFT Intersects 22 m at 1.35% Li2O and 22 m at 0.82% Li2O including 10 m at 1.35% at the BIG East pegmatite, Yellowknife Lithium Project, NWT (CSE : LIFT, OTCQX: LIFFF, FRA : WS0)

r/pennystocksSee Post

St-Georges Eco-Mining: Closing of a $1,925,000 Financing Offering for the Manicouagan Critical Minerals Project (CSE:SX)(OTCQB:SXOOF)(FSE:85G1)

r/WallStreetbetsELITESee Post

Watchlist for the end of November and into December: $SLE $LIFFF $SONG

r/WallstreetbetsnewSee Post

Watchlist for the end of November and into December: $SLE $LIFFF $SONG

r/pennystocksSee Post

Watchlist for the end of November and into December: $MNOV $LIFFF $SONG

r/smallstreetbetsSee Post

Li-FT Power: Unlocking the Potential of Canadian Lithium Projects (CSE : LIFT, OTCQX: LIFFF, FRA : WS0)

r/pennystocksSee Post

Li-FT Power: Unlocking the Potential of Canadian Lithium Projects (CSE : LIFT, OTCQX: LIFFF, FRA : WS0)

r/pennystocksSee Post

HARD ROCK LITHIUM EXPLORATION IN CANADA : Li-FT Power (CSE : LIFT, OTCQX : LIFFF, FRA : WS0)

r/smallstreetbetsSee Post

Investing in World-class Hard-rock Lithium Project (CSE : LIFT, OTCQX: LIFFF, FRA : WS0)

r/StockMarketSee Post

Open your Trading & investing account

r/smallstreetbetsSee Post

HARD ROCK LITHIUM EXPLORATION IN CANADA : Li-FT Power (CSE : LIFT, OTCQX : LIFFF, FRA : WS0)

r/pennystocksSee Post

Li-FT Power Ltd (CSE : LIFT, OTCQX : LIFFF, FRA : WS0) Canaccord Report- Big East Continues to Deliver

r/pennystocksSee Post

Investing in World-class Hard-rock Lithium Project (CSE : LIFT, OTCQX: LIFFF, FRA : WS0)

r/smallstreetbetsSee Post

Li-FT Power Ltd (CSE : LIFT, OTCQX : LIFFF, FRA : WS0) Canaccord Report- Big East Continues to Deliver

r/WallstreetbetsnewSee Post

Lithium Companies Overview - Some Great Tickers to Keep an Eye on

r/WallStreetbetsELITESee Post

What is the ONE thing that Tesla and many other companies need? Lithium.

r/StockMarketSee Post

Surging US mortgage rates halt rally in homebuilder stocks

r/wallstreetbetsSee Post

Surging US mortgage rates halt rally in homebuilder stocks

r/investingSee Post

First FT Job Investing Advice

r/optionsSee Post

Seeking FT ODTE traders, scalpers, swingers

r/pennystocksSee Post

Stocks waking up from their lows with higher trading volume: $APLM, $MIGI, $SING

r/wallstreetbetsSee Post

Call them by their name, FT

r/wallstreetbetsSee Post

BP CEO Looney to resign after personal relationships with colleagues - FT

r/stocksSee Post

The UK Economy sees Significant Revision Upwards to Post-Pandemic Growth

r/optionsSee Post

Seeking Suggestions regarding part time options trading along with a FT 9-to-5 Job

r/stocksSee Post

Is the UK stock market mispriced? A look at valuation compared to its peers, along with some data about the macro.

r/wallstreetbetsSee Post

Reneging Advice

r/wallstreetbetsSee Post

FT: Nvidia will ship about 550,000 of its latest H100 chips globally in 2023

r/investingSee Post

What allocation approach is implied by Toby Nangle's new FT article on narrow markets driving equity returns?

r/wallstreetbetsOGsSee Post

Goldman's Tactical Flow of Funds: "The largest bears in the room have capitulated." 👀... "Are we there yet?" (Yes, we are)

r/smallstreetbetsSee Post

Goldman's Tactical Flow of Funds: "The largest bears in the room have capitulated." 👀... "Are we there yet?" (Yes, we are)

r/investingSee Post

Franklin Templeton - where to hold money for one year?

r/investingSee Post

Looking for credible resources/news re US markets

r/pennystocksSee Post

St-Georges Closes First Tranche of Private Placement (CSE:SX) (OTC:SXOOF) (FSE:85G1)

r/wallstreetbetsSee Post

FT Manipulation and the Need for Accountability

r/wallstreetbetsSee Post

FT BREAKING: China hits back with export curbs on chip making materials

r/wallstreetbetsSee Post

Apple Cuts Vision Pro Goals After Production Issues, FT Says

r/wallstreetbetsSee Post

GO MINT YOURS 1inch Secures $100M in ICO for New Trading Platform, Starts Free ΝFT ΜINT; Holders Enjoy 0% fees, Plus $25,000 Deposit

r/wallstreetbetsSee Post

Shockingly, this is the FT and not The Onion

r/stocksSee Post

Bloomberg vs FT for finance news?

r/wallstreetbetsSee Post

Congrats degens! You made it to FT!

r/wallstreetbetsSee Post

Market Recap - 6/5/23 - She had to sell everything

Mentions

[You can read the full analysis here](https://www.rathbones.com/knowledge-and-insight/investment-update-non-patriotic-case-uk-equities). And if you control+F for 'forward' you see that indeed he is referring to forward P/Es. The previous FT article using MSCI UK vs MSCI US showed a 48% discount. This guy is probably using a different index.

Mentions:#FT#MSCI#UK

[A few days ago](https://www.reddit.com/r/stocks/comments/1blo77h/rstocks_weekend_discussion_saturday_mar_23_2024/kw8z0ge/), I wrote about the UK discount. I said that what I'd like to see is a regression that controls for sectoral composition and other fundamentals to see if the UK is cheap for a reason. Well turns out 2 days later the [FT's Unhedged](https://www.ft.com/content/b78df9e6-0569-4821-95df-0a87d3979ca7) comes to the rescue: [someone did the regression](https://i.imgur.com/VCSSUZ6.png). The 33% discount of UK to US stocks (slightly lower than other estimates of 48% discount) becomes roughly a 27% discount controlling for sectors and 22% if you also add controls for revenue growth, ROIC, ex-UK revenue exposure, interest coverage. Point being, the discount persists even if you account for the worse fundamental environment in the UK. There is also a discount to Europe, though it shrinks to only about 10% once you perform the controls. I think there's a mispricing here. Not a 50% off one, but say a 25% one. Meaning I think the UK's multiple can rise another 25% (or equivalently, the US' multiple can fall 25%, or some combination) to correct this.

Mentions:#UK#FT#ROIC

They have to cut rates or fund exposed commercial real-estate banks. Amazon about to break leases on a lot of SQ FT space around the country. Shit could escalate

Mentions:#SQ#FT

[Opened up the FT to see the big headline on the widespread suffering in US small cap vs large caps](https://i.imgur.com/Isj4OAh.png). Decided to pull out the portfolio backtest and compare AVUV/AVDV since their inception (both September 2019) to the S&P 500 with dividends reinvested. [To my (genuine) surprise, AVUV actually is in the lead](https://i.imgur.com/f8QyhKt.png)!! And [the same chart with QQQ include](https://i.imgur.com/fnzzBhA.png), which is obviously crushing everyone. [AVUV is trailing the S&P 500 by about 4%](https://i.imgur.com/junQflK.png). Turns out with a little systematic quality filtering (like SCHD) but applied to small caps, you can do pretty well for yourself. And maybe the R2K / S&P 600 are just un-investible? What's especially nice is that despite this 5 year outperformance vs SPY, AVUV (/ small cap value) in general is still very cheap historically speaking while the S&P and QQQ are slightly to very rich compared to historic valuations.

07:52 AM EDT, 03/25/2024 (MT Newswires) -- Intel (INTC) and Advanced Micro Devices (AMD) shares were down more than 4% and 3% respectively in Monday's premarket trading following news of tightened Chinese rules on microchip imports. Chinese regulators have issued new restrictions meant to phase out foreign-made microchips, the Financial Times reported on Monday. China wants to reduce the use of hardware powered by American chips at government institutions, the FT said. The rules on microprocessor procurement, along with efforts to discourage the use of Microsoft's (MSFT) Windows operating system and other imported software, are meant to spur the adoption of Chinese options, the report said. **The FT said the rules were first issued in December.**

Dubiousness of FT or not we are prob going to war soon. 

Mentions:#FT

Linux was brought up in the FT article.

Mentions:#FT

Those jobs were never meant to be a FT careers.

Mentions:#FT

[This is a pretty remarkable chart](https://i.imgur.com/m8f8wrZ.png) on the forward valuation discount of 47% (worst since 1988) in the UK relative to the US over time. [Here is the FT article](https://www.ft.com/content/be46c2c3-1f1f-42e3-912b-b75624dedcbd) from where that chart is from. Now before you immediately respond with, "Of course it is cheaper, the UK stock market is basically all dinosaur industries: banking, telecom, energy." I've actually [posed a question on this before](https://www.reddit.com/r/stocks/comments/1636wgq/is_the_uk_stock_market_mispriced_a_look_at/) and got many assertions that it's all about the type of industry and Brexit. Fair enough, but I'm not disputing *that* the UK deserves a valuation discount. I'm questioning whether that discount should be 48%! From 2010 - 2016, why was the UK only 5-15% as 'bad' as the US? Then Brexit occurred and a vicious downward spiral occurred. But the UK stock market is a bunch of multinational corporations with most of their revenue outside of the UK, a relatively tiny country based on GDP (we're talking 2-3%, lower than Japan's 4% or the US' 15%). So even if Brexit hurts the domestic UK economy, this should have minimal implications for Shell, Glencore, Astra Zeneca, British American Tobacco, right? And even within sectors there is still a large discount. Compare the valuation that Shell or BP (7 to 8) get compared to Exxon Mobil or Chevron (both roughly 12). Though pharma seems more similar: GSK has a forward P/E of 10, Astra Zeneca 15, while we have Pfizer at (12) or JNJ (15) or Merck (14). But don't forget about Eli Lilly at 61. What would resolve my suspicion that this is a major mispricing? If I had access to the data, I'd want to run a simple regression model: Obtain for both the US and UK their sectoral allocations, earnings growth, profit margins, forward P/E, and then compute the (relative) difference for all of these over time. Then regress that valuation discount on the differences in sector allocation, earnings growth, margins, and to be safe also control for currency depreciation. Then assess how much of the valuation discount remains unexplained by this model, i.e., due to investor preferences about the country not reflected by basic fundamentals / industry composition / currency changes. I'm sure someone has done this exercise, but probably not shared publicly.

I don't use Facebook/Instagram either but apparently half the global population does (and the company continues to post 3-10% growth in DAU/MAUs still). So anecdotes really don't mean much here. They are achieving double digit revenue growth with 35% net income margins, roughly $47B net cash position that can be deployed to buybacks/dividends. Right now they are still spending heavily on capex, so they still have the ability to rapidly increase FCF should they cut down. I also view Zuckerberg as more ruthless on cost discipline in hiring vs. say Google. META is and has been a leader in AI (especially as they used it to sidestep Apple's privacy policies). There is still [growth to come in advertising](https://twitter.com/RihardJarc/status/1762523531722551424), as META hosts 200M small/medium sized businesses but only 10M of them advertise. A strong US or global macro will propel spending further. [This same account I linked also posts interesting third-party data](https://twitter.com/RihardJarc/status/1768632116789555417) showing an acceleration in AMZN/META intention to spend among advertisers. (Look at the 2024 column vs 2023 column--of course META will have lower growth numbers than some of its tiny competitors). ARPU's should rise as the world gets wealthier. > On META vs. TikTok ([FT article](https://www.ft.com/content/7db1c1b3-5a61-4dee-a922-ade8b9c77522)) > > - [App downloads now favoring Instagram](https://i.imgur.com/YUffpMx.png) > - "Instagram’s monthly active users reached 1.47bn, with a rise of 13mn in the final quarter of 2023, according to Sensor Tower. TikTok’s active users reached 1.12bn, with a decline of 12mn in the final three months of last year." [Graphic](https://i.imgur.com/vKKv3VL.png). > - "However, TikTok continues to gain better engagement from its more than 1bn active users worldwide. Users spent an average of 95 minutes on TikTok in the fourth quarter of last year, compared with 62 minutes on Instagram, 30 minutes on X and 19 minutes on Snapchat" The [WSJ also recently reported](https://i.imgur.com/MFWvWrB.png) on the slowdown in TikTok, a trend which should favor Reels (and also YouTube Shorts). Anyway, the question is, is all this priced in at a 25x forward P/E? I think they'll easily grow into their valuation in the short-term. Granted, if I were so confident wouldn't I have bought some recently? My last purchase was at $130 a share... But I see little reason to sell at today's prices. Now if they start posting Apple-like growth, then yeah I'm out.

Mentions:#FCF#AMZN#FT

I wish I started earlier. I am 44 now. I started investing in stocks and index funds when I was 31. But I've been working FT since I was 24 (with a break for grad school for three years) including several jobs that had retirement plans that I never took advantage of. I was working PT before that, since I was 15 years old. I wish I had started investing 10 years before I started.

Mentions:#FT

I fly Allegiant and Spirit fairly commonly. I've brought a midsized duffle/travel bag with me EVERY time. Not a huge bag, but a bag large enough to fit two pairs of pants (an extra pair of jeans plus slacks/khakis) and enough underwear/socks/shirts for ~5 days and my laptop bag. https://www.amazon.com/Gonex-Canvas-Expandable-Weekend-Overnight/dp/B0BYSC91FT/ I think this is actually the exact bag, or extremely similar at least for size comparison. I have never been charged the carry-on bag fee. I've never even been *threatened* with a carry-on bag fee. Just bring your bag, board the flight and throw it in an overhead. The gate agents and the flight attendants do not get paid enough to care. For short flights to me these budget airlines are extremely worth it. I take a lot of sub 3 hour flights. Northern CA to Arizona/PNW/Southern CA/Vegas and I'll happily save $150 to deal with slightly shittier seats and no in-seat service.

Mentions:#FT#CA#PNW

Tonight's rock out session is an old, mostly unknown album. [One Minute Silence - Buy Now, Saved Later](https://youtu.be/FT1qHJBgUvI?si=vJHcsvyF57RXpZ7C)

Mentions:#FT

Just a correction to the FT headline, the S&P article was just for the European market, not US or global

Mentions:#FT

Biden set to voice concerns over Nippon Steel takeover of US Steel - FT

Mentions:#FT

VW considers partnership to produce mass market electric vehicles - FT

Mentions:#FT

Rishi Sunak moves to block foreign state ownership of UK news outlets - FT

Mentions:#UK#FT

ARM unveils first chip design to power self-driving cars - FT

Mentions:#ARM#FT

AI mkt is expected to be $25T by 2030 and 98% of it is EXPECTED to be based on Deep Learning. Verses, with Active Inference, is showing a better, faster and cheaper form of AI (doesn't need to be trained or use NVDA hardware)...yes 98% of $25T is the market oppty, which could make Active Inference (Genius) the standard for AI...and V trades for roughly $175M... Yes the mkt is saying "prove it", and they did publicly a couple times (Nov, Feb)..not just general intelligence BUT the ability to share intelligence (NOBODY else has done that). AI mkt is expected to be $25T by 2030 and 98% of it is EXPECTED to be based on Deep Learning. Verses, with Active Inference, is showing a better, faster and cheaper for of AI (doesn't need to be trained or use NVDA hardware). You don't get on the stage at the World Economic Forum (Davos) with one of the top AI experts, (sponsored by CNBC/FT) unless there is something there. Yes, this is a speculation..but if they meet or exceed benchmarks (publicly said they are), get big name investor(s), or quantify revenue deals, this could be one of the AI stocks every fund will need to own. Here is a YouTube vidoe of what the benchmarks could mean for valuation [AI Breakthrough](https://youtu.be/Un1BN1UlK7w?si=V3fcfF13orpdPVnu) p.s. people seem to forget they invented the protocols for the Internet of Things, the soon to be 1T devices connected to Web/each other, that can embedded with AI due to Genius.

Mentions:#NVDA#FT#BN

Plus as I posted yesterday: On META vs. TikTok ([FT article](https://www.ft.com/content/7db1c1b3-5a61-4dee-a922-ade8b9c77522)) - [App downloads now favoring Instagram](https://i.imgur.com/YUffpMx.png) - "Instagram’s monthly active users reached 1.47bn, with a rise of 13mn in the final quarter of 2023, according to Sensor Tower. TikTok’s active users reached 1.12bn, with a decline of 12mn in the final three months of last year." [Graphic](https://i.imgur.com/vKKv3VL.png). - "However, TikTok continues to gain better engagement from its more than 1bn active users worldwide. Users spent an average of 95 minutes on TikTok in the fourth quarter of last year, compared with 62 minutes on Instagram, 30 minutes on X and 19 minutes on Snapchat"

Mentions:#FT

The FT video explained it pretty well. They basically subbed everything out. I don’t find that aspect of it hard to believe. But how sustainable this business model is, I do question.

Mentions:#FT

# Assorted Weekend Commentary. Note that you can 'hide' or minimize a comment if the length annoys you. ## [Consumer Data from Mastercard](https://twitter.com/talmonsmith/status/1766232200469422470) for February 2024: > - Total retail sales (ex auto): up year-over-year, with online retail sales up more than +9.1% > - Online apparel sector: up +14.5% year-over-year > - Restaurant sector: up +6% year over year ## US versus European Productivity Growth - "New data released on Friday showed eurozone productivity fell 1.2 per cent in the fourth quarter from a year earlier, while in the US it rose 2.6 per cent in the same period, separate data showed. Labour productivity growth in the US has been more than double that of the eurozone and UK in the past two decades". [Graphic](https://i.imgur.com/Jq2WExU.png). Productivity is everything when it comes to long term economic growth! - "Output per hour worked, a standard measure of labour productivity, has grown more than 6 per cent in the US non-farm business sector since 2019, according to official data. That far outpaces the eurozone and UK, which have seen growth of around 1 per cent over the same period" - However, in fairness to the Europeans, let us applaud their innovation in regulation, fines, licensing, and windfall taxation! ## HCC - Reading the last earnings call transcript, worth pointing out that this is not a US-facing company. "Our sales by geography in the fourth quarter breaks down as follows; 56% into Europe, 16% into South America, 25% into Asia and 3% into the U.S. markets." - Found this [VIC writeup](https://valueinvestorsclub.com/idea/WARRIOR_MET_COAL_INC/7803594120) from August 2023, when the price was at $41 (we're now 48% higher). At the time, they estimated a mid-30% dividend yield through 2024, since they would have more cash than is needed to service Blue Creek and would return them via special divvies rather than buybacks (which would cause their NOLs, i.e., tax deductions, to expire). Their mid case was a $58 per share FV. But this ignored Blue Creek. Their estimate is $30 per share value embedded in Blue Creek without assuming multiple expansion. So basically you buy that 'for free'. Multiple expansion (just a touch) then gets you to enormous upside on top of that. - Last quarter saw a pretty large 36% increase in headcount, but this is in part due to union workers returning + non-union replacements hired + new additions to prepare for Blue Creek. HCC had a major labor strike in 2021 due to the loss of previous benefits when Walter Energy went bankrupt and became HCC, and the company basically just waited them out and then got all the employees to return with no real concessions. (It's not a labor friendly company) - Based on Q&A, no reason to expect buybacks anytime soon, not until Blue Creek is at full steam. But you can probably expect more dividend payments. And some capital appreciation too. ## On META vs. TikTok ([FT article](https://www.ft.com/content/7db1c1b3-5a61-4dee-a922-ade8b9c77522)) - [App downloads now favoring Instagram](https://i.imgur.com/YUffpMx.png) - "Instagram’s monthly active users reached 1.47bn, with a rise of 13mn in the final quarter of 2023, according to Sensor Tower. TikTok’s active users reached 1.12bn, with a decline of 12mn in the final three months of last year." [Graphic](https://i.imgur.com/vKKv3VL.png). - "However, TikTok continues to gain better engagement from its more than 1bn active users worldwide. Users spent an average of 95 minutes on TikTok in the fourth quarter of last year, compared with 62 minutes on Instagram, 30 minutes on X and 19 minutes on Snapchat" ## UBS Global Investment Returns Yearbook 2024 ([link to summary report](https://www.ubs.com/global/en/wealth-management/insights/2024/global-investment-returns-yearbook.html)). Some datapoints you might find interesting. - [Global equity market composition in 1899 versus today](https://i.imgur.com/VQ4hDbq.png) - [Global equity market composition over time](https://i.imgur.com/BtVrOts.png) since 1899. The 1950s-60s saw an even more US dominated global stock market, but this was in part due to the post-WWII destruction of Europe. And despite the enormous economic miracle in China, averaging 9.91% from 1970 to 2010, the equity returns have been awful. Economic growth != stock market growth. - "Markets at the beginning of the 20th century were dominated by railroads, which accounted for 63% of US stock market value and almost 50% in the UK. 124 years later, railroads have declined almost to the point of stock-market extinction, representing less than 1% of the US market and close to zero in the UK". [Graphic](https://i.imgur.com/rkJ3ckf.png). - But declining industries are not all bad: "Over the last 124 years, railroad stocks have beaten the US market, and outperformed both trucking stocks and airlines since these industries emerged in the 1920s and 1930s". It's interesting to see how some old technologies get ruthlessly stamped out and equity holders basically ruined, while others deliver stunning returns even a century later. - "Of the US firms listed in 1900, some 80% of their value was in industries that are small or extinct today; the UK figure is 65%." You can see how the UK stock market has a lot of 'old'-school industries. For example, over a century later, mining has remained roughly the same proportion of the UK's equity market. "Banking, insurance, [...] Food, beverages (including alcohol), tobacco, and utilities" + mining all persisted though in the UK, while textiles, iron, coal and steel were mostly relocated to the emerging world. - On Japan: "From 1900 to 1939, Japan was the world’s second-best equity performer. But World War II was disastrous and Japanese stocks lost 96% of their real value. From 1949 to 1959, Japan’s “economic miracle” began and equities gave a real return of 1,565% over this period." - Switzerland: "with just 0.1% of the world’s population and less than 0.01% of its land mass", it somehow has 2.4% of the global equity market!

FT

Mentions:#FT

it's so weird how talking about money and wealth is taboo. Like yea, I got 500k saved up and make $2000/mo risk free off bank interest with a high paying tech job, and you can't pay your cellphone bill because you're struggling to find $18/hr FT. Sure, emotions. Sure, dick sizing. Boohoo. But if you get past that you might find some lessons on how to get your shit together. Balls deep in debt? You'd never know with half the people you meet. Simple fucking "don't be poor" life pro tips would fix 30% of their issues if they'd just recognize there's a way forward but oh my fucking god, it's going to cost a tiny bit of your time to work through. idk people are stupid

Mentions:#FT

Everybody rotating from AAPL to M$FT

Mentions:#AAPL#FT

Unscrupulous consumers use tools like Bypass Paywalls Clean on either Firefox or Chrome to read Bloomberg, FT, WSJ, etc. articles. I would advise against it. UBlock Origin is another tool to be wary of.

Mentions:#FT

If Burry and Munger weren't enough, Rob Armstrong at the FT also went long them in the Unhedged podcast a few weeks back; which was enough for me to take a stake in them. So I'm with you man, think there worst is behind them.

Mentions:#FT

I mean it's all relative. I make 21k a year in my FT job and am considering DCAing 500$/month in TQQQ.

Mentions:#FT#TQQQ

It’s amazing how if yer a FT RE investor u can take all yer losses now! Only plebe W2’s have to take the $3k loss limit /yr! That’s lobbying 4 ya !

Mentions:#FT

"Lab monkey prices plunge in China as drug research slows" FT Now is your chance to buy monkeys at the bottom

Mentions:#FT

youtube is truly a pos - I can't find the bitcorn video. Does anyone have the link please? It keeps showing me random bullshit bitcoin videos even when I put "bitcorn" in quotes. Sidenote: Google sucks donkey dick. I hope they collapse. I used to hate M$FT, but I genuinely hope they annihilate the shitpile that is google.

Mentions:#FT
r/stocksSee Comment

>absolutely unreliable all these supposed investor-related sources are. But beware, WSJ or FT aren't much better The reader must learn to distinguish between factual reporting and opinion pieces. The WSJ and FT are generally accurate on their factual reporting \[1\] of numbers and events. Opinion pieces, however, are just opinions. \[1\] Notwithstanding a small number of typos inevitable in any publication

Mentions:#FT
r/stocksSee Comment

Depends on the article. WSJ/FT have a much, much higher density of higher quality articles. MF quite literally has zero. Both have garbage, but MF is made of garbage.

Mentions:#FT
r/stocksSee Comment

Really shows how absolutely unreliable all these supposed investor-related sources are. But beware, WSJ or FT aren't much better.

Mentions:#FT
r/stocksSee Comment

More assorted weekend comments: - [Article on Europe's Granola 11 vs. the Mag 7](https://www.ft.com/content/b87e7bd6-b2be-43ca-bf03-a221383a8a92). It turns out it's not just in the US where a small handful of high quality companies are driving most of the market's gains. The Granola is composed mostly of pharma companies (GSK + Roche + Novo Nordisk + Novartis + AstraZeneca + Sanofi) but also includes, ASML, Nestlé , L’Oréal, LVMH, and tech company SAP. "In the past 12 months the group has accounted for 50 per cent of gains on the Stoxx Europe 600 index. [...] The Granolas [...] climbed 18 per cent over the past 12 months beating the Stoxx 600’s 7.5 per cent rise over the same period." Their share of the Stoxx 600% is 25%, compared to Mag 7's 28%, but only have a combined market cap of $3T vs the Mag 7's $13T. Their their total return has actually [beaten the Mag 7's since the start of 2021](https://i.imgur.com/iGHB0Bp.png), mostly because they never tanked the way Mag 7 did in 2022. Currently they are much cheaper at 20x forward earnings vs. the Mag 7's 30x. Maybe concentration by megacaps is becoming the new normal around the globe, rather than being some unique feature of the US and its tech giants. - [German investment into the US is soaring](https://i.imgur.com/mhm3R8N.png), while its investment into China stagnates. [Examples of some of the jobs](https://i.imgur.com/4jmqihM.png). It's hard to overstate just how influential the Inflation Reduction Act has been in generating a flood of investment from abroad. Other than the Infrastructure Bill, the IRA is arguably the biggest legislative accomplishment of the last 4 years. But this investment from abroad reflects not just US tax/stimulus incentives but also longer term advantages of doing business in America such as cheap energy and relatively light regulations compared to Europe. [Full FT article](https://www.ft.com/content/bca7837a-6ac4-4ed1-ab73-18fbdfa5f1da). - I have a small position in Daktronics (90 shares at $8.12 cost basis). Almost forgot about it [but I made a brief comment introducing the company](https://www.reddit.com/r/stocks/comments/18vu4qb/rstocks_daily_discussion_monday_jan_01_2024/kfutfhn/) on New Years Day. An way better write-up can be found in a recent post on the [Value Investors Club.](https://valueinvestorsclub.com/idea/DAKTRONICS_INC/7741731149) The earnings call is coming up on Wednesday, Feb. 28th pre-market, and that will determine if I close this position or expand it. I'm basically watching out to see if the one-time hits to earnings last quarter were in fact one-time, whether backlog increases, if the gross margin increase reflects a structural improvement (e.g., from automation), etc. The VIC write-up makes a compelling case that they are a market leader in this niche and how an upgrade cycle combined with rising demand in general will boost both growth and margins.

r/stocksSee Comment

Honestly these picks are so terrible that I'd advise first becoming a Boglehead like the others are suggesting (e.g., buy VTI). You can read the The Bogleheads' Guide to Investing, one of the very first investing books I ever read, to understand why this is the best default option for most people. I see you invested over 100K---even if you invested that amount at peak bubble territory but in an index fund, you'd be 88K richer than today. Then, if you want to learn about stock investing, I generally advise reading/consuming as much of you can about fundamental analysis. Here are some ways I learned a lot: - Watched Aswath Damodaran's various lecture series on corporate finance / valuation / discounted cash flow analysis. Read some of his books. - Read other people's DD on Seeking Alpha, Value Investing Club, (free) Substacks (be selective here) - Read the financial papers on a daily basis (Bloomberg, FT, WSJ are my favorites) - Follow high quality people on Twitter--NOT those who post technical analysis (chart reading nonsense). NOT those who only talk macro. Or are just selling you something. Or dooming constantly. Lots of accounts post really high quality DD. The financial journalist crowd is also good (Conor Sen, Joe Weisenthal). Or read the various investing books recommended on the sidebars of /r/stocks or /r/investing. I read a book recently I liked, "The quality growth investor" by Long Equity (a guy on Twitter). Was a bit too basic for me but I think it's a really nice starting point and a quick read (< 3 hours) for someone new to fundamental analysis. Point is to do all of this *before* you start throwing real money into these very very risky stocks. You would then at least have an intuition that these stocks were bad investments just in a handful of seconds. And even when you buy individual stocks, you should aim to have it be like 5-10% of your overall portfolio. Diamond-hands is good if you're invested in higher quality businesses. The various famous quotes like 'Be greedy when others are fearful' or 'Time in the market vs timing the market' are often abused by people to justify the worst investments in existence.

Mentions:#VTI#DD#FT

Wish I saw this earlier. Looks like you’ll be able to go from FT to PT at Wendy’s

Mentions:#FT

FT.

Mentions:#FT

It will go down. Nvidia only have the shares through a different company the acquired years ago. They just had to do the filling recently just to rules they now have to follow after their ARM investment. Hope that helps. FT Alphaville have a good piece on it, which is also free to view/don't need an FT subscription.

Mentions:#ARM#FT

How did those people working 2 FT jobs during COVID not get caught? Wouldn't having benefits from two places have raised some red flags?

Mentions:#FT
r/stocksSee Comment

I have a hunch that this is the market cycle top (or relatively soon) .. yield curve uninverting, inflation rising, U6 (FT unemployment) rising, UK Germany Japan in recession, we appear to have delayed a recession but now avoided it... what are others thoughts? I believe gold will rally from here and stocks will decline but perhaps value stocks will be ok.. is anything safe other than t bills and gold ?

Mentions:#FT#UK

This is why my FT subscription is the papers from in 2 weeks time. This way I get information 2 weeks ahead of events.

Mentions:#FT
r/investingSee Comment

Between both of us $70,000 . We live FT in an RV, quit our corporate jobs 3 years ago to have less stress and more free time traveling before we die but got into debt to do this lifestyle and not regretting it, but need to get these debts paid off faster.

Mentions:#FT

Always FT women before you go on a date. The amount of times they’ve been way different without makeup. Holy fuk,

Mentions:#FT

>❖ EU TO HIT APPLE WITH FIRST EVER FINE OVER MUSIC STREAMING: FT Brussels is to impose its first ever fine on tech giant Apple for allegedly breaking EU law over access to its music streaming services, according to five people with direct knowledge of the long-running investigation.

Mentions:#EU#FINE#FT
r/stocksSee Comment

**Fun facts about Carl Icahn:** Over 6 years from 2017 through 2023, he lost $9B from shorting the market, made $6B from long investments, and thus netted a $3B LOSS. He even took "$4.3bn in short losses in 2020 and 2021." **His investment portfolio has lost money in every year since 2014.** That's right, the guy lost money *EVERY year* during one of the most epic QE-supported bull runs in history. [FT article about it](https://www.ft.com/content/9e0cc00d-a910-455c-bc1a-2d20dfe21289). I therefore find it funny that when the guy does go long on something, it's in some of the shittiest investments imaginable (airlines). It's like when you read those Zerohedge-fans on Twitter constantly proclaiming the global economy a house of cards and about to fall apart (for the last 15 years) and then it turns out they're long some money-losing junior mining company incorporated in the DR Congo. "I think the global economy is going to puke imminently so let me buy total garbage as a hedge"

Mentions:#FT

At a quick glance, the company website says it has 450 FT employees and it has about $22mm cash and 8mm debt and generated $24mm revenue in Q4 2023 and $26mm in the prior quarter and it's projecting $23-25mm revenue with about 29% gross margin. but the company's cash and assets do not reflect their revenues.

Mentions:#FT

Wow, that’s nuts! I wouldn’t put it past them to try the same antics with ARM. Good find on the FT article..

Mentions:#ARM#FT

Hey, enough time for the alpha to pass. Right? By that time we're reading about it in the WSJ, FT, and here 🤷🏻‍♂️

Mentions:#FT

If it wasn't for our side business it woul wouldn't be possible. I have a full time job and have a side business that makes about another 75% of income that my FT job makes. So it's the only way we make it work.

Mentions:#FT

OpenAI revenue passes $2 bln milestone: FT 02/09/24 4:30 AM NVDA $4.5K ![img](emote|t5_2th52|27189)![img](emote|t5_2th52|4276)

Mentions:#FT#NVDA

Any one else thinking of that one scene in Maverick? &#x200B; [https://www.youtube.com/watch?v=LylYh4FT3\_M](https://www.youtube.com/watch?v=LylYh4FT3_M)

Mentions:#FT

Yeah for real. https://www.ft.com/content/4df2b4cf-2ffe-4db5-9594-47e05e1e2240 “ Please use the sharing tools found via the share button at the top or side of articles. Copying articles to share with others is a breach of FT.com T&Cs and Copyright Policy. Email licensing@ft.com to buy additional rights. Subscribers may share up to 10 or 20 articles per month using the gift article service. More information can be found at https://www.ft.com/tour. https://www.ft.com/content/4df2b4cf-2ffe-4db5-9594-47e05e1e2240 Indeed, the 65-year-old divorced mother of three is a devout Christian who starts every day by reading the Bible while her coffee brews, and who relies on her faith during testing moments, such as the many market upheavals she has experienced over a four decade career in finance. “Each of those times was a time of deepening my faith,” Wood has said. “ Lmfao

Mentions:#FT

80% of EU sales are out of pocket for NVOs wegovy because it’s not covered by insurance yet, according to FT. I have no reason to believe that’d be different. In 6 months time insurance will start paying for it. If this stock does correct I give it 2 years until a correction. When supply finally outpaces demand

Mentions:#EU#FT

80% of EU sales are out of pocket for NVOs wegovy because it’s not covered by insurance yet, according to FT. I have no reason to believe that’d be different. In 6 months time insurance will start paying for it. If this stock does correct I give it 2 years until a correction. When supply finally outpaces demand

Mentions:#EU#FT

FT is really quality

Mentions:#FT

To read this article for free Register now Nope fuck off FT

Mentions:#FT
r/stocksSee Comment

It depends from the companies. Some companies I can decide pretty rapidly that I am not interested (2 minutes). Some I can decide that I am interested in a reasonable timeframe (a few hours over many days. I just learn a bit, check the industry, check the FT for news, put a few thoughts on reddit amd see the commenti sometimes, look at the financials (yahoo finance), se a couple videos (ex. A channel called Global value is pretty cool,since it just goes over the numbers and leve all qualitative stuff for you to figure out), check the annual reports and then buy. It's more a hobby, I don't have to force myself to sit down and do those things. Some took really really long, lots pf research, and turned out to be far from my best investment. If after a few hours you are still far from a decision you probably don't understand enough on the company and it's time to move on. No shame in that

Mentions:#FT

&#x200B; My research indicates: It seems that First Trust who had accumulated \~33M shares in Q3 and Q4 had to inform SEC since it was over 5%...brought this to light. First Trust and Grace Partners are affiliated. So probably upon the announcement on Jan 23. GP shorted 33M shares and FT transferred 33M shares to GP to cover the short and along the way GP acquired further 3M shares probably for free from the short. FT wrote down for tax purposes its cost and GP made money on the short. The big blocks that were being crossed in the market from Jan 24 to present explains what we are seeing in the market. This may have been done by other funds too but I was able to surmise this with all the data from the fillings. Remember, that a fund does not have to subscribe to note to do this shorting. This is why I am not sure how many of the 45M+ shorts have truly covered but looking at 138M shares traded there are about 16M+ contingent trades which would have been done with ITM calls and puts which I have been monitoring daily.

Mentions:#GP#FT

Powell : "I really could go for burger right now" FT : "Powell to eat fried chicken!!!"

Mentions:#FT

Powell : "We need to look at the data before we decide on rate cuts" FT : "Rates cuts R happening 3x this year, Powell said so himself!!!"

Mentions:#FT
r/stocksSee Comment

But FT isn't great either. They make wrong calls most of the time

Mentions:#FT
r/stocksSee Comment

Typically news you have to pay for…FT immediately comes to mind, Bloomberg to a lesser extent

Mentions:#FT

FT is a classy rag. Not like the ugly trolls that work for the daily mail

Mentions:#FT

M$FT won

Mentions:#FT

I'm thinking SPY calls so M$FT can lift it up tomorrow

Mentions:#SPY#FT

If Apple wants to try and drag the market down, big HARD M$FT is gonna carry it for us

Mentions:#HARD#FT

Apple is tanking this week. No question. M$FT is MICROHARD

Mentions:#FT

I’ve been the breadwinner for our family for 15 years now with my corporate job, and now that the kids are a bit older she wants to find something to do that will grow our wealth (but is flexible enough to stay close to the kiddos so no FT corp job for her).

Mentions:#FT
r/wallstreetbetsSee Comment

FT49ers

Mentions:#FT
r/wallstreetbetsSee Comment

Shanghai -> Los Angeles 40 FT market average

Mentions:#FT
r/stocksSee Comment

I would be interested to see the data comparing the earnings contribution / future earnings growth expectations in the world index (at either the company or country level) to the market weight. [No argument the US gets a big premium, though](https://i.imgur.com/zauvhdn.png). Those premiums are indeed [driven in large part by the Mag 7 + Netflix](https://i.imgur.com/25stOxC.png). But they are also big contributors to earnings. Within the US for example, you can see [sector by sector earnings vs. weight](https://i.imgur.com/X8iy6Hw.jpeg) and the dominance of tech. Here is a [table version from a different source](https://i.imgur.com/aOAp03s.png). That's why if you were to reweight those other countries' to have the same sectoral weights, you'd actually see quite a bit of convergence in valuations. [Example chart](https://i.imgur.com/UIUZ3vO.jpeg). US tech companies will always get a premium that the commodity/industrial/energy intensive markets abroad will lack. Still, it is [remarkable how the aggregate market value of US stock markets dominates entire countries' markets](https://i.imgur.com/6DN2f1f.png). [Charts taken from the FT's Unhedged column](https://www.ft.com/content/251cedd1-3887-43b8-9cdc-8a95cefe0fda), Markets & Mayhem + Bob Elliott on Twitter, and the article "Market Cap Vs. Earnings Weights For S&P 500 Sectors" on Seeking Alpha.

Mentions:#FT
r/wallstreetbetsSee Comment

Apple dies this week. M$FT revenge on Tuesday

Mentions:#FT
r/optionsSee Comment

Very interesting and absolutely useful. It might also be nice to filter which news site one wishes to peruse. See all FT articles in one place etc. Also, I think it might be more helpful if the ticker was on the far left hand side instead of the right hand side. When the article is regarding info about a specific ticker it might be nice for the ticker to be more noticeable perhaps bolded with a more distinctive color. And honestly I think you could get away with removing the images entirely (I realize there is a button to minimize them) it might serve to make things ever simpler, which imo is always a great thing. Feel free to pm me if you want more feedback!

Mentions:#FT
r/wallstreetbetsSee Comment

FT says $100 if he jumps ship

Mentions:#FT
r/wallstreetbetsSee Comment

I sure know how to pick em I go for AAPL this morning and not M$FT or AMDeez Nutz and I am losing

Mentions:#AAPL#FT
r/wallstreetbetsSee Comment

It’s possible at the fabled, “ top rate” pay scale as a full time RPCD. Sprinkle in a little grievance pay and your benefits package, yeah you ballin’. Here’s the rub, it’ll take you 4 full years of full time driving to get there. When you start you’ll most likely be working in the warehouse unloading trailers or package cars. Once you win a FT driving bid, unless it’s an actual route with an ID# you’ll just be a cut/cover driver until you gain enough seniority to bid and win a route of your own. You’ll run the shittiest routes in the meantime. A senior driver can also “bump” you off of a route and onto a shittier one if they don’t want to do it. I could talk about this shit all day but think I’ve covered it well enough. UPS is one of the largest companies on Earth and they make us earn every penny of that money. Our Union is solid tho 👊🏿

Mentions:#FT#ID#UPS
r/investingSee Comment

Aside from the great advice here, one of the biggest jumps I made was realizing to entirely ignore all mainstream financial media and only digest the upper band of it (FT/Bloomberg/WSJ) and when at all possible, stick to truly professional grade content. For me that includes prime broker reports, books, hedge fund newsletters, history, podcasts with academic content like Alpha Exchange, academic papers, etc. Properly thinking about the investing world involves a fairly radical reconfiguration of your brain, especially if you didn't go through higher ed for subjects like statistics. Thinking In Bets (referencing a good book here) and internalizing Kelly Betting principles is key, so is constantly updating views with new information, thinking in probability distributions instead of linear predictions, understanding reflexivity, convexity, understanding that the world isn't normally distributed, erasing human biases, and so much more. You can spend 20 years collecting battle scars, or you can actually get exposed to the ideas themselves and people who follow these thinking patterns, and greatly accelerate the process. I *like* portfolio construction, leverage, and trading though. I especially love the mental exploration through it all. For those who don't, I think maybe the best advice is to deeply dig into portfolio management. At least know the basic correlations and how they have moved through history, and get the point where you can answer questions like "how would adding CTA trend to my mix change my expected return distribution". Then one step furthers for those who don't want to hit the books and actually explore academically, yeah, 100% drop watching Cramer and reading CNBC, take back some time in your life, and join the Bogleheads. No! No talking about random predictions of Fed Rate Cuts! Go cook a great meal or ride a kayak or something.

Mentions:#FT#CTA
r/wallstreetbetsSee Comment

Get another FT remote job. Keep both jobs. Then find a doctor and convince them you're depressed and want to die. Then go on disability on both jobs, collect 60% of your salary. Then you can chill at home and trade while collecting those checks.

Mentions:#FT
r/stocksSee Comment

This is what i don't understand: "The Fed is expected to soon cut interest rates, which could ultimately lower borrowing costs further, but sources told the FT that it's possible some companies want to get ahead of any economic bad news that could push yields back up." Doesn't the Fed normally lower rates during economic downturn to encourage borrowing which means even lower yields. I don't get why bad news would lead to higher yields?

Mentions:#FT
r/stocksSee Comment

Oh I guess I don't even read op-eds/opinion pieces anymore. Otherwise yeah I'm sure there are a ton of them on the NYT/WaPo. I was more so talking about the main papers. Like WSJ/FT/Bloomberg front pages will be like '100% chance of recession in blow to Biden' or 'Why economists are still worried', etc. Twitter/TikTok definitely tilts negative.

Mentions:#NYT#FT
r/wallstreetbetsSee Comment

Lmao, I actually FT’d an “only fans” girl tonight for an hour they are actually people too if they are interested. She was actually cool. Gonna slay. My god. “I’m not about anymore! But I did do that and made bank. Don’t judge me. Times were tough.” Imagine paying for porn. I’m looking to take my time and find the right person. Me: I’m looking for whatever feels right.

Mentions:#FT
r/wallstreetbetsSee Comment

You do know another company has already done voice calls/FT/5G connection from satellite to an unmodified right?

Mentions:#FT
r/wallstreetbetsSee Comment

Ben & Jerry’s calls for permanent ceasefire in Gaza -[FT](https://www.ft.com/content/d3ce6d67-6275-492e-bb74-de6fafc895cb) y'all better listen

Mentions:#FT
r/wallstreetbetsSee Comment

Interesting... since this channel has some reporters from WSJ and FT present... time to explore.

Mentions:#FT
r/wallstreetbetsSee Comment

ZIM ZIM ZIM. They selling those 40 FT For massive profits…

Mentions:#ZIM#FT
r/investingSee Comment

Just for simplicity I'd max out your 401k and use the side cash for the difference. Once your IRA and 401k are maxed look at an HSA. Opening a self-employed account will just get complicated. Once you go FT with your side gig then open and figure out how to match your own investments.

Mentions:#FT
r/wallstreetbetsSee Comment

BEIJING TELLS SOME INVESTORS NOT TO SELL AS CHINESE STOCK ROUT RESUMES - FT ![img](emote|t5_2th52|4271)![img](emote|t5_2th52|4271)![img](emote|t5_2th52|4271)![img](emote|t5_2th52|4271)![img](emote|t5_2th52|4271)![img](emote|t5_2th52|4271)![img](emote|t5_2th52|4271)![img](emote|t5_2th52|4271)![img](emote|t5_2th52|4271)![img](emote|t5_2th52|4271)

Mentions:#FT
r/wallstreetbetsSee Comment

Meaningless without experience. Its not that hard to pass those 2 levels as a recent grad with no FT job.

Mentions:#FT
r/wallstreetbetsSee Comment

🇺🇸 FED'S BOSTIC: RATES SHOULD REMAIN ON HOLD UNTIL SUMMER TO CURB INFLATION - FT 📉📉📉📉![img](emote|t5_2th52|18632)

Mentions:#FT
r/stocksSee Comment

Well the situation in El Salvador was that 85% of people there didn't have bank accounts so BTC enabled everyone to have money regardless. I will let you search the Internet to see how it's going, there are good and bad reports of the adoption. It was in a bad place before and whilst Bitcoin has made the country much richer, from my limited reading it hasn't fixed everything, how could it? The president of El Salvador is thrilled that he grew their GDP significantly by buying BTC after taking a lot of criticism for two years when it tanked about 50%. He wrote an impassioned tweet on the matter recently. Check it out: https://twitter.com/nayibbukele/status/1731653743668572498?t=1F80fva39bxw2LgI_Q5h7Q&s=19. His sentiment is one of frustration at all the naysayers. His point is the tone of the media has been against Bitcoin and his move since the beginning. For example the FT and NYT have written scores if not hundreds of ignorant articles about bitcoin for many years, stopping to employ people who understood it only in the last few years. The Financial Times literally published an article saying Bitcoin "had no use case" AFTER it had been adopted as a currency in two countries. To say their articles were ignorant is completely fair, article after article of genuine nonsense was written. The burden of proof is being placed on it, like you do on me, to explain its worth. The problem is, if you learn the fundamentals about bitcoin, all the different things if it can do, then you would probably understand how naive you sound wondering out loud about how "you and your buddies" don't come across BTC in the day to day. Do you come across Gold much day to day? I get it, you've been brainwashed by lazy journalists, most of the older generations have been sadly. Younger people don't tend to read the broadsheets and are naturally better at fact checking. I'm not some conspiratorialist who thinks the establishment was against BTC. But it was certainly a scary thing to bankers and governments, initially seen as something that could be A. Used to dodge tax and B. Render banks obsolete. As most people breathing are aware Banks and Government are powerful. In fact it takes both to start a currency. If you know much history you will know that to start a currency usually involves an army, a revolution or a war. That's usually how you need to start one, and when you do it you want to have control of that currency so you can govern how you wish. You know who doesn't have a history of starting currencies? Some nerd in their basement coding. So when you have the sheer audacity to ask why BTC hadn't achieved more in 15 years when it was created for free on a computer and has had absolutely no backing whatsoever yet is already legal tender all around, the best store of value we have (Gold is all over the universe), the best way to have monetary sovereignty, it does make me wonder how much you have learnt about this world and it's history in your life. The sun has risen already my friend, you better get some sun cream.

Mentions:#FT#NYT
r/wallstreetbetsSee Comment

"Boeing chief admits ‘our mistake’ after 737 Max door panel mishap" [FT](https://www.ft.com/content/c0537799-741a-46c9-bc2d-4edca12e3b83) "Oops, my bad", BA chief says."this was a no-no"

Mentions:#FT#BA
r/wallstreetbetsSee Comment

Puts on COIN. If FT says they are overvalued, it must be so. Going long on BKKT.

Mentions:#COIN#FT#BKKT
r/wallstreetbetsSee Comment

Here's how: "Although the FAA is responsible for the safety of any airplane manufactured in the United States, it delegates much of the certification to the manufacturers themselves. It has to in order to get anything certified at all, says Jon Ostrower, editor-in-chief of [*The Air Current*](https://theaircurrent.com/) and a former aviation reporter for *The Wall Street Journal*. Boeing already has the people and the expertise, it pays better, and it isn’t susceptible to government shutdowns. The FAA, meanwhile, says it would need [10,000 more employees](https://www.reuters.com/article/us-ethiopia-airline-congress-faa/faa-tells-u-s-senate-it-would-need-10000-new-employees-1-8-billion-to-assume-all-certification-idUSKCN1R82FT) and an additional $1.8 billion of taxpayer money each year to bring certification entirely in-house." [The many human errors that brought down the Boeing 737 Max - The Verge](https://www.theverge.com/2019/5/2/18518176/boeing-737-max-crash-problems-human-error-mcas-faa) So for $1.8 billion a year, we could give the FAA full control and not rely on manufacturers like Boeing. Sounds like something we should've done yesterday and passed the cost onto the airlines. US Air Travel is $155 billion a year. [https://www.statista.com/statistics/197677/passenger-revenues-in-us-airline-industry-since-2004/](https://www.statista.com/statistics/197677/passenger-revenues-in-us-airline-industry-since-2004/) Would you pay a 2% surcharge on each airline ticket to support the FAA doing everything in house? I would.

Mentions:#FT
r/wallstreetbetsSee Comment

Yeah but according to FT, about a quarter of the planes that United and Alaska have have been checked already, FAA stated that they need 3-4 hours to clear one plane. They probably will finish the clearance by next Tuesday

Mentions:#FT
r/wallstreetbetsSee Comment

but who was inflation? thoroughly convinced these jobs figures are just people working 2-3 jobs, with some being FT but mostly part time / gig work. When will good news = good news for the market and bad news = bad instead of the reverse?

Mentions:#FT
r/investingSee Comment

WSJ.com, FT.com

Mentions:#FT
r/stocksSee Comment

On JPM: > JPMorgan Chase captured almost a fifth of all US bank profits in the first nine months of 2023, capitalising on a year of turmoil for the country’s financial sector to emerge even more dominant. > Its US banking subsidiary earned $38.9bn in profits — about 18 per cent of the industry’s total — according to FT calculations based on figures from industry tracker BankRegData [A graphic of the profit share](https://i.imgur.com/JHpQKN9.png). [FT article](https://www.ft.com/content/0f6b064f-f166-435f-9e30-fff6a9848ae8)

Mentions:#JPM#FT
r/wallstreetbetsSee Comment

FT comments?

Mentions:#FT
r/wallstreetbetsSee Comment

The interface in Reddit is superb but a lot of the commentary is garbage. I’ve found the FT comments section much better - I think an app waiting to be invented is a paid for version of the ft comments sections where you can start convos about anything Paid for to remove the teenagers

Mentions:#FT