Tim Melvin
@timmelvin
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Asset based value investor. Writer. Book and baseball addict. And yes, you kids do need to get off my damn lawn
Boinita Springs, Florida
Joined March 2009
A little bearish feels but then you realize there’s $7.4 trillion of MM cash on the sidelines and buybacks are run rating at $1.2 trillion and you kind of just zoom out and realize you have to be lobotomized to be all out bearish.
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@timmelvin @jimiuorio @the_transit_guy But that wasn't an option right? It was tariffs or continue down the same path. I'm sure there would've been many better ways to handle it, but who was going to do something and when? Seems as if we've been backsliding for awhile. I'll admit I know far less than you guys about
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The largest stocks have underperformed over the last century by about 0.8 percent per year. Periodically, the largest stocks outperform. In the last century, this has happened: * 5 years or more, 7x * 10 years of more, 3x * 15 years of more, 1x (1946 to 1961) The current
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Banks have couple hundred million in exposure to recent issues. NDFIs, a couple billion. But sure, let’s blame banks @business
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@timmelvin @the_transit_guy I agree that we were so strong and had so many resources that we over came some disadvantages Tim but I would say currency manipulation and opposing team tariffs quickened the pace of off shoring…I’m not saying I agree at all with tariffs I’m just saying there’s a chance that
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Think I figured out why gold goes up every day. Listen to this👇👇 W-O-W!!
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Hallelujah!
BREAKING: US regulators to offer capital relief to community banks, per Bloomberg
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My new book Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking is now available via https://t.co/iJ2xW8e6np
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Ready for a stat to blow your mind?!.... Foreign deep value stocks have now outperformed the S&P 500 over the last 1, 3, and 5 years. (Defining this as a basket of the cheapest countries by CAPE ratio...)
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That the entire AI complex is funded by ads is not lost on me and it shouldn’t be lost on you either. These “hyperscalers” have weaponized the ability to capture your eyeballs, your money, your attention impoverishing people while sitting in their 100 foot yachts, 1000 acre
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Can the U.S. Reduce Its Reliance on Imported Rare Earth Elements? https://t.co/dDp39AiPfD via @econofactorg
econofact.org
The U.S. depends on China for rare earth components in many military and high-tech products. Building an alternative rare earth supply chain is years away.
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The rare earth debate, at its core, is about the fringe environmentalists vs the logicals. Rare earths aren’t rare. Rare earths are just costly and clumsy to mine and over the decades the world decided to not deal with the tree hugging zealots in the u.s. and instead buy from a
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Average EV 2026E EBITDA 38x.
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