In 2024, the Beachman portfolio returned +71%. Over the past five years, the Beachman portfolio has returned an average of +123% at a compounded annual growth rate of +44%. Now we are navigating the 2025 volatility. Follow us at https://t.co/kYKC0tPGlA #investing

Fri morning Oct 17. Futures are deep red, but this was expected by us in the Beachman community. Regional bank mess is fintwit media side drama…crypto liquidations and speculator margin calls continue to roil the guts of the markets. We put out our shopping list and 1 trim plan

Today (Thu Oct 16) was another healing day in the markets. Not a pleasant day but more resetting happening behind the curtain as speculative assets get pushed lower, margin calls continue and IV in options markets balance out a bit. A little fear in the market is healthy imo

😂…but seriously, I would not be surprised to see such a press release in the near future…in today’s markets everything is possible.

Trading markets were in a battle all day today: Oct 14th. Bulls vs Bears Growth vs Value Speculators vs Investors You can see this in the two charts attached and in today’s doji candle. It felt very orderly. So even if there were more margin calls today, it did not feel

Folks losing their net worth and some losing their lives…speculating in these volatile markets while whales continue to profit on inside info. Very sad.

This drop in the markets should not have come as a surprise if you have been following my writings about market cues and technical signals over the past 4-6 weeks. If you think that Trump’s tariff tantrum Part 2 caused the drop last week, then think again. Unconfirmed but growing

The US economy will be running hot in 2026 with multiple stimulative measures trying outrun the growing, dual debt and deficit monsters, while keeping the voting public happy enough to win the next two elections through 2028. Let’s take a look at the positive catalysts that I

Today (Oct 10th) was very instructive... It was not fun but it told us how weak these markets are underneath the hood… Markets took a turn for the worse today when trade and tariff tensions between the US and China flared up again. At least that was the general finmedia &

Who’s with me? 🍷🥃🍺 😂

oh boy...

The key finding (for me) in all of this is that consumer sentiment surveys continue to dip in spite of the wealth effect. They put up a positive spin on social media versus being very pessimistic in confidential surveys. Something does not compute here. K-shaped economy?

Balances in stock market accounts are at all time highs… #investing #markets #crypto $SPX $QQQ #artificialintelligence #AI #techinvesting

Balances in bank / money market accounts have been growing for years… P.S. Two rabbit holes here that we will not delve into today. 1. This is not potential fuel for the stock market. 2. The value of the US$ is not a major contributor to this growing balance. #investing #markets

Here is another view of the current wealth distribution across generations. #investing #markets #crypto $SPX $QQQ #artificialintelligence #AI #techinvesting

Let's talk about the consumer for a bit... The wealth effect has taken root in the US. More than 60% of US households are invested in the stock market and more paper millionaires are being created every day. #investing #markets #crypto $SPX $QQQ #artificialintelligence #AI

Last time this happened... #investing #markets #crypto $SPX $QQQ #artificialintelligence #AI #techinvesting $MEME $OPEN $BMNR $OKLO $SOUN

Makes so much sense now. They might as well all publish a consolidated earnings report going forward because everyone's revenue is everyone else's sales is all of their cash flows and they are all owned partly by each other... #investing #markets #crypto $SPX $QQQ

It's not their money anyways...it's OpenAI's money...which is really $NVDA's money...to rent out $NVDA's Blackwell chips.... So it's all good right? 🤦🏽‍♂️ #investing #markets #crypto $SPX $QQQ #artificialintelligence #AI #techinvesting $ORCL $AMD