mgstocktalk.bsky.social - Profile | ThreadSky | a Reddit-style client for Bluesky

OUT NOW: Death by Capital Expenditures #Stocks #StockMarket #Investing open.substack.com/pub/thequali...

submitted 8 days ago • 0 comments

OUT NOW: A warning about YieldMax and other high-income ETFs. Underperformance and a large tax bill. #Stocks #StockMarket #Investing #Dividends open.substack.com/pub/thequali...

submitted 16 days ago • 0 comments

OUT NOW: Valuation is Useless, Quality is Everything. thequalitypremium.substack.com/p/valuation-... #Stocks #StockMarket #Investing #Finance #Business

submitted 30 days ago • 0 comments

OUT NOW: We just had a massive IPO, and nobody seems to care. What the Venture Global (VG) IPO tells us about the IPO market. #Stocks #StockMarket #Investing #Finance #Business open.substack.com/pub/thequali...

submitted 37 days ago • 0 comments

OUT NOW: The Problem with Nike. And how I would fix it. #Stocks #StockMarket #Investing #Business #Finance open.substack.com/pub/thequali...

submitted 47 days ago • 0 comments

OUT TOMORROW MORNING: The Problem With Nike (And how I would fix it) Free on The Quality Premium: thequalitypremium.substack.com #Stocks #StockMarket #Investing #Finance #Business

submitted 48 days ago • 0 comments

OUT NOW: 5 Companies I'll be following during earnings season. No, they're not AI related. #Stocks #StockMarket #Investing #Finance #Business open.substack.com/pub/thequali...

submitted 51 days ago • 0 comments

I believe this is what the cool kids call "alpha". #Stocks #StockMarket #Investing #Finance

submitted 52 days ago • 0 comments

Don't miss this on The Quality Premium. I hope the sarcasm makes it through the webpage.

submitted 54 days ago • 0 comments

OUT NOW: I'm Not Crazy, You're Crazy. A short post on irrational human behavior, and how it is as old as markets (and time). #Stocks #StockMarket #Investing #Business #Finance open.substack.com/pub/thequali...

submitted 54 days ago • 0 comments

Seeing Quantum stocks fall -50% SHOULD be a good reminder to stay away from speculative madness. That said, people love to gamble, so they will never learn. #Stocks #StockMarket #Finance #Investing

submitted 55 days ago • 0 comments

10/2 yield spread breaking out. This chart shows the past year. At what point does the 10-year yield spook markets? #Stocks #StockMarket #Investing #Business #Finance

submitted 56 days ago • 0 comments

There's probably a great opportunity to buy PepsiCo $PEP and or Coca-Cola $KO right now. Cheaper PE than the S&P 500, which is rare for these stocks. Sentiment couldn't be worse. I've been a buyer of both. #Stocks #StockMarket #Investing #Finance #Dividends

submitted 57 days ago • 0 comments

OUT NOW: A New Take on Regulating Health Insurance Companies. Read for free: #Stocks #StockMarket #Investing #Business #Finance #Insurance #Regulation open.substack.com/pub/thequali...

submitted 58 days ago • 0 comments

OUT NOW: A New Take on Regulating Health Insurance Companies. Read for free: #Stocks #StockMarket #Investing #Business #Finance #Insurance #Regulation open.substack.com/pub/thequali...

submitted 58 days ago • 0 comments

Coming up on The Quality Premium: A New Take on Regulating Health Insurance Companies. Could they one day look like public utilities? Subscribe to have tomorrow's post in your inbox: #Stocks #Investing #StockMarket #Finance #Business #Insurance open.substack.com/pub/thequali...

submitted 59 days ago • 0 comments

Sherwin Williams $SHW is an interesting stock if you're a believer in a future housing boom. Higher rates have hurt it's performance recently, but no doubt they will benefit moving forward. #Stocks #Investing #StockMarket #Finance

submitted 60 days ago • 0 comments

Economics is hilarious. It's a whole study of how things should work, with an explanation of exactly why it doesn't work that way.

submitted 60 days ago • 0 comments

Out now on The Quality Premium: Reviewing my stock portfolio as 2024 comes to a close and 2025 kicks off. Check it out: #Stocks #StockMarket #Investing #Finance open.substack.com/pub/thequali...

submitted 61 days ago • 1 comment

Before trading opens tomorrow, wanted to share my meaningless EOY 2025 S&P 500 target: 5,700. I'll probably be wrong, but there's a lot that makes me nervous, wouldn't be surprised to see a muted year. #Stocks #StockMarket #Investing #Finance

submitted 62 days ago • 0 comments

Coming up tomorrow on The Quality Premium: In this post, I review how my stock portfolio did in 2024, what I bought and sold, and what I want to do in 2024. Link in reply to this post! #Stocks #Investing #StockMarket #Finance

submitted 62 days ago • 1 comment

I think AI is getting lazier. I ask it to do something, and instead of doing it, it describes to me how to do it. Yes, I know how to do this thing, but do it for me. Maybe I'm just getting lazier.

submitted 62 days ago • 0 comments

Happy New Year everyone! You're no longer underperforming the S&P 500 (until tomorrow)! #Stocks #Investing #StockMarket #Finance

submitted 62 days ago • 0 comments

My thoughts on the Stock Market heading into 2025, and the first post on my new publication. Check it out! #Stocks #Investing #StockMarket #Finance open.substack.com/pub/thequali...

submitted 64 days ago • 0 comments

Tomorrow morning, the first post on my new publication, The Quality Premium, will be sent out. It discusses my view on markets in 2025. Link in replies! #Stocks #Investing #Finance #Business

submitted 65 days ago • 1 comment

Perplexity is nothing short of absolutely incredible. Don't know why it isn't talked about more. If you're doing research, Perplexity is a must have resource.

submitted 68 days ago • 0 comments

After a banner year in 2024, expectations for the S&P 500 in 2025 are more mixed. With a sea of uncertainty in the year ahead, there are plenty of opportunities in individual stocks that can't be over looked. Here are 5 stocks I like in 2025: #Stocks #Investing #Finance #Business #Investment

submitted 68 days ago • 1 comment