Martin Gale
@Slimvalue
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You buy a stock in 2025 It moons 100% but you hold because you don’t want to be taxed short term capital gains Tax year for 2025 closes You owe 36% on your 100% gain The stock falls 50% in 2026 You’re break even on the trade AND you’ve already paid the man Wild
BREAKING: Netherlands’ House of Representatives has approved a 36% tax on unrealized capital gains.
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Yea AI is taking the software, real estate, and freight market over tomorrow
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There seems to be a complete sector rotation in the market. Thats why S&P is only 2% off the highs while tech is being crushed. I’ve seen people on here talk about how high the $WMT valuation is now which tells you a lot. People want it. Yes these stocks are undervalued but
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Jan Export Price Index 7.8% vs 5.5% previously CPI may come in hot tomorrow
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In a sea of red, remember this. Diversification is critical. Especially across non correlated assets
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AI has hit software and real estate. Today it has hit FREIGHT and ICE CREAM
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“Legacy” software seems to be adapting with the increasing use cases for AI implementation Shocking.
It finally happened, The Bloomberg Terminal just dropped its own LLM: Bloomberg just launched AskB<GO>, it’s very own in-house Ai agent. This chatbot assists users navigate massive, high-quality, and proprietary dataset that is extremely expensive and practically out of reach:
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Morning Market Pulse News Spy agency says Kim Jong Un’s daughter is close to being designated North Korea’s future leader Indian unions and farmers stage a nationwide strike over interim trade deal with US Russia fires barrage at Ukrainian cities as next round of US-brokered
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Now the Capex makes sense🧐
U.S. Equity Risk Premium is now negative 🚨 On a risk-adjusted basis, stocks offer zero return for investors 👀
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It’s crazy that the market doesn’t think these software companies are also pushing HEAVY on AI
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I need to get back to my roots Starting tomorrow morning I’ll be providing a summary of the top news articles in the morning, where markets currently sit, top gainers/losers premarket, and top volume tickers
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Breaking: Bytedance (TikTok parent) is developing AI chip and is in talks with Samsung to manufacture it Plans to produce 100-300K units of AI chip in 2026
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