True investors never obsess over who will catch the top. Over the ultra‑long run, a growing firm’s price will mirror its value amid volatility. For mid‑term plays, a 70‑80% accuracy rate is good enough for your gains. Don’t stress over later valuation bubbles or trapped

Lovkesh Yadav @LovkeshYadav5 ·
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  1. #1

    US August PPI came in hotter than expected. Rising producer prices reignite worries about sticky inflation. It makes Fed rate cuts less likely in the near term. Traders will keep…

    Lovkesh Yadav @LovkeshYadav5 ·
    US August PPI came in hotter than expected. Rising producer prices reignite wor…
  2. #2

    The latest US non‑farm payroll print came in hotter than expected. Markets initially priced in higher rate‑hike odds, yet semiconductor & AI hardware stocks still rallied hard…

    Lovkesh Yadav @LovkeshYadav5 ·
    The latest US non‑farm payroll print came in hotter than expected. Markets init…
  3. #3

    Money‑market funds keep drawing huge amounts of household cash away from traditional bank deposits. Even when bank total deposit numbers look stable, a lot of cheap non‑interest‑b…

    Lovkesh Yadav @LovkeshYadav5 ·
    Money‑market funds keep drawing huge amounts of household cash away from tradit…
  4. #4

    Long‑term US Treasury yields keep marching higher, and it’s rippling across global markets. Lots of people only watch Fed rate decisions, but long‑end yields are set by supply and…

    Lovkesh Yadav @LovkeshYadav5 ·
    Long‑term US Treasury yields keep marching higher, and it’s rippling across glo…
  5. #5

    Alphabet just posted its first‑ever negative free‑cash‑flow quarter amid the AI capex arms race. Revenue and cloud business are growing fast, yet massive spending on data centers…

    Lovkesh Yadav @LovkeshYadav5 ·
    Alphabet just posted its first‑ever negative free‑cash‑flow quarter amid the AI…
  6. #6

    Jackson Hole is in full swing 📊 Many investors fixate on what Fed officials say, but don’t overlook one simple truth: words can shift market sentiment fast, actual rate‑cut action…

    Lovkesh Yadav @LovkeshYadav5 ·
    Jackson Hole is in full swing 📊 Many investors fixate on what Fed officials say…

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