FelixGao
commented on
$Altria(MO.US$ what a hit today this is not even ex-dividend date.
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FelixGao
voted
Last week, Warren Buffett's Berkshire Hathaway set a new stock price record, with its Class A shares surpassing the milestone of $600,000 per share, bringing the company closer to achieving a market value of $1 trillion. Since 1997, $Berkshire Hathaway-A(BRK.A.US$ has returned 1726.6%, far outperforming 579.17% of the $S&P 500 Index(.SPX.US$ over the same period.
Buffett's decision not to s...
Buffett's decision not to s...
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FelixGao
commented on
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FelixGao
commented on
$iShares 20+ Year Treasury Bond ETF(TLT.US$
The short-term risk is significant.
There are three ways to fix the inversion of 2y and 10y interest rates:
1. There was a soft landing, inflation continued to cool down, and the Federal Reserve slowly cut interest rates. Eventually, us2y gradually declined, and us10y gradually rose, and the inversion was lifted. After that, 2y10y declined simultaneously as inflation cooled down. Short-term losses were bad, and long-term benefits were good.
2. A hard landing, a sudden thunderstorm in finance or real estate, an emergency bailout by the Federal Reserve, US2Y rapidly declined, lifted its inversion, and TLT skyrocketed.
3. If it doesn't land, inflation will not cool down at all, and the economy will not recede. The Federal Reserve can only abandon the 2% target and allow the inflation rate to stay above 3% because it does not want to continue to raise interest rates to damage the economy. Interest rates and inflation have remained high for a long time. Furthermore, interest rates on long-term bonds soared, surpassed short-term bonds, and the inversion was lifted. Although TLT will not plummet, since interest rates are not cut, it will not rise. It only has a dividend yield of 3-4%, and the return is lower than that of other investments. However, with 32 trillion dollars of debt and interest rates above 4%, I am skeptical about how long the US government can hold. I am afraid that in the end, the US government will become insolvent and unable to repay the high amount of interest. Either go bankrupt, or go back to unlimited draining to indulge in hyperinflation. The possibility of letting the whole economy and finance collapse to pay for the bill is basically zero.
I think the last one is unlikely; interest rates will have to be cut sooner or later, so TLT's long-term investment logic is still there, and it may be against the wind in the short term. These two...
The short-term risk is significant.
There are three ways to fix the inversion of 2y and 10y interest rates:
1. There was a soft landing, inflation continued to cool down, and the Federal Reserve slowly cut interest rates. Eventually, us2y gradually declined, and us10y gradually rose, and the inversion was lifted. After that, 2y10y declined simultaneously as inflation cooled down. Short-term losses were bad, and long-term benefits were good.
2. A hard landing, a sudden thunderstorm in finance or real estate, an emergency bailout by the Federal Reserve, US2Y rapidly declined, lifted its inversion, and TLT skyrocketed.
3. If it doesn't land, inflation will not cool down at all, and the economy will not recede. The Federal Reserve can only abandon the 2% target and allow the inflation rate to stay above 3% because it does not want to continue to raise interest rates to damage the economy. Interest rates and inflation have remained high for a long time. Furthermore, interest rates on long-term bonds soared, surpassed short-term bonds, and the inversion was lifted. Although TLT will not plummet, since interest rates are not cut, it will not rise. It only has a dividend yield of 3-4%, and the return is lower than that of other investments. However, with 32 trillion dollars of debt and interest rates above 4%, I am skeptical about how long the US government can hold. I am afraid that in the end, the US government will become insolvent and unable to repay the high amount of interest. Either go bankrupt, or go back to unlimited draining to indulge in hyperinflation. The possibility of letting the whole economy and finance collapse to pay for the bill is basically zero.
I think the last one is unlikely; interest rates will have to be cut sooner or later, so TLT's long-term investment logic is still there, and it may be against the wind in the short term. These two...
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FelixGao
voted
It is yet another good quarter for $Berkshire Hathaway-B(BRK.B.US$ $Berkshire Hathaway-A(BRK.A.US$.
Share prices are at all-time high after the results are out.
What would investors need to know about this stellar quarter results?
1. Cash pile grew to USD 147 billion
If having too much money is ever a problem, then Berkshire is having a humongous problem.
It is currently sitting on a cash pile of a whopping USD 147 billion.
Even though both Buffett and Mung...
Share prices are at all-time high after the results are out.
What would investors need to know about this stellar quarter results?
1. Cash pile grew to USD 147 billion
If having too much money is ever a problem, then Berkshire is having a humongous problem.
It is currently sitting on a cash pile of a whopping USD 147 billion.
Even though both Buffett and Mung...
+1
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FelixGao
commented on
$Advanced Micro Devices(AMD.US$ Do you guys still have this stock?
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FelixGao
voted
[Rewards] AMD leaps on Q2 earnings beat, with increased AI engagements
Claim your Earnings Season offer by winning Rewards Points and discovering Investment Opportunities!
KEY Figures:
● Total 23Q2 revenue of AMD was $5.4 billion, representing a decrease of 18% year-on-year (YoY), but still topped estimates for sales.
● AMD's Non-GAAP gross margin was 50% in Q2 2023, compared with 54% YoY and flat quarter-on-quarter (QoQ).
● Non-GAAP net income was $948 million,...
Claim your Earnings Season offer by winning Rewards Points and discovering Investment Opportunities!
KEY Figures:
● Total 23Q2 revenue of AMD was $5.4 billion, representing a decrease of 18% year-on-year (YoY), but still topped estimates for sales.
● AMD's Non-GAAP gross margin was 50% in Q2 2023, compared with 54% YoY and flat quarter-on-quarter (QoQ).
● Non-GAAP net income was $948 million,...
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FelixGao
voted
Rewards
● An equal share of 1,000 points: For mooers who correctly guess AAPL's closing price range on August 4 ET by 2:30 PM, August 4 ET. (e.g., If 50 mooers make a correct guess, each of them will get 20 points.)
● Exclusive 300 points: For the writer of the top post on analyzing Apple's earnings preview as an inspiration reward.
*The selection is based on post quality, originality, and user engagement.
Note: 1. Rewa...
● An equal share of 1,000 points: For mooers who correctly guess AAPL's closing price range on August 4 ET by 2:30 PM, August 4 ET. (e.g., If 50 mooers make a correct guess, each of them will get 20 points.)
● Exclusive 300 points: For the writer of the top post on analyzing Apple's earnings preview as an inspiration reward.
*The selection is based on post quality, originality, and user engagement.
Note: 1. Rewa...
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FelixGao
commented on and voted
Rewards
● An equal share of 1,000 points: For mooers who correctly guess AMD's closing price range on August 2 ET by 2:30 PM, August 2 ET. (e.g., If 50 mooers make a correct guess, each of them will get 20 points.)
● Exclusive 300 points: For the writer of the top post on analyzing AMD's earnings preview as an inspiration reward.
*The selection is based on post quality, originality, and user engagement.
Note: 1. Rewards wi...
● An equal share of 1,000 points: For mooers who correctly guess AMD's closing price range on August 2 ET by 2:30 PM, August 2 ET. (e.g., If 50 mooers make a correct guess, each of them will get 20 points.)
● Exclusive 300 points: For the writer of the top post on analyzing AMD's earnings preview as an inspiration reward.
*The selection is based on post quality, originality, and user engagement.
Note: 1. Rewards wi...
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FelixGao
voted
$Advanced Micro Devices(AMD.US$
Tesla's gap is still there, but AMD made up for the previous shortfall gap just before the earnings report. Is it smart money to buy it in advance, or is it going to increase shipping and cut chives? It won't be long before we know.
Tesla's gap is still there, but AMD made up for the previous shortfall gap just before the earnings report. Is it smart money to buy it in advance, or is it going to increase shipping and cut chives? It won't be long before we know.
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FelixGao : What news is worth such a sharp drop?