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Looking to dive deep into the markets? Join me and my buddy Dino as we break down what’s new, what's moving, and highlight key opportunities and risks, from short-term plays to long-term strategies
jbdino.substack.com
jbdino.substack.com
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This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit jbdino.substack.com
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Analyzing Etsy, Generac, & Estée Lauder earnings reactions, amongst other things. Follow for More Deep Dives:Discord (FREE): https://discord.gg/J4YfpHYGpTwitter/X: JBandD⚠️ Disclaimer: I am not a financial advisor. This content is for educational and entertainment purposes only. Always do your …
Market rally, FOMO, surviving, charts, IBKR research tools.
👇 Follow for More Deep Dives:Discord (FREE): https://discord.gg/J4YfpHYGpTwitter/X: JBandD⚠️ Disclaimer:I am not a financial advisor. This content is for educational and entertainment purposes only. Always do your own research before makin…
VIX, market squeeze, BofA fund manager survey, amongst other things.👇 Follow for More Deep Dives:Discord (FREE): https://discord.gg/AWzxvdrYSXTwitter/X: JBandDSubstack (FREE): jbandd⚠️ Disclaimer:I am not a financial advisor. This content is for educational and entertainment purposes only. Always d…
I break down the 5 contrarian signals to the initial investor reaction.
📈 You’ll Learn:
• Puig deal = geographic pivot, not distraction
• China rebound: $20T liquidity + 13% growth
• $124T wealth transfer to women
• Turnaround proof: margins up, cash flow surging
• Why record pessimism = maximum op…
Bearish indicator, VIX analysis, etc... This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit jbdino.substack.com
Discussing Alibaba, PayPal, Japanese Yen, put skew, and other things. Video link below This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit jbdino.substack.com
JB and D's Market Sniffs Podcast, Sniffing for Golden Nuggets This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit jbdino.substack.com
A deep dive into a potential speculative agreement that may be unfolding behind the scenes and its impact on equities and the Japanese yen. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit jbdino.substack.com
In today's episode, we discuss Taiwan risk, VIX positioning, LATAM opportunities, and other things. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit jbdino.substack.com
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