Tom Pearce, CFA
@haltonn.bsky.social
Equity Analyst @ Global Value Fund
Reposted by Tom Pearce, CFA
Great article
A bit of wonkery on why Tesla leveraged ETFs always underperform Tesla shares. on.ft.com/4ohx30W
Leveraged ETFs are bad for your wealth. Tesla’s can be deadly
What a difference a day makes
on.ft.com
October 15, 2025 at 1:35 PM
Great article
Reposted by Tom Pearce, CFA
Reposted by Tom Pearce, CFA
"So, we've got a prodigy in this freshman class. Everything will need re-arrangement."
"For which instrument?"
"Trombone."
"Trombone?"
"Trombone."
"For which instrument?"
"Trombone."
"Trombone?"
"Trombone."
the youtube algo has been feeding me hbcu marching band videos and now I’ve watched this approximately 50 times in a row
August 12, 2025 at 11:27 AM
"So, we've got a prodigy in this freshman class. Everything will need re-arrangement."
"For which instrument?"
"Trombone."
"Trombone?"
"Trombone."
"For which instrument?"
"Trombone."
"Trombone?"
"Trombone."
You’re going to have to put me down as a skeptic then
July 30, 2025 at 6:44 PM
You’re going to have to put me down as a skeptic then
Reposted by Tom Pearce, CFA
So we have strippers for financial crises and pizza for weapon strikes
been made aware of a new indicator to get a heads up for future geopol events (h/t @mbavaluehound.bsky.social):
June 13, 2025 at 8:09 AM
So we have strippers for financial crises and pizza for weapon strikes
Reposted by Tom Pearce, CFA
A 3rd downgrade for $MCD in 2 days: Redburn cuts to Sell:
“.. Historically, $MCD has .. benefited during periods of heightened value sensitivity .. But this time may be different. .. core value perception appears to be increasingly challenged .. its historical defensive status may no longer hold.”
“.. Historically, $MCD has .. benefited during periods of heightened value sensitivity .. But this time may be different. .. core value perception appears to be increasingly challenged .. its historical defensive status may no longer hold.”
June 10, 2025 at 11:53 AM
A 3rd downgrade for $MCD in 2 days: Redburn cuts to Sell:
“.. Historically, $MCD has .. benefited during periods of heightened value sensitivity .. But this time may be different. .. core value perception appears to be increasingly challenged .. its historical defensive status may no longer hold.”
“.. Historically, $MCD has .. benefited during periods of heightened value sensitivity .. But this time may be different. .. core value perception appears to be increasingly challenged .. its historical defensive status may no longer hold.”
Reposted by Tom Pearce, CFA
APOLLO: “.. The US sovereign CDS spread is currently trading at levels similar to countries that are rated BBB+, such as Italy and Greece.” 🇬🇷 🇮🇹
May 30, 2025 at 11:09 AM
APOLLO: “.. The US sovereign CDS spread is currently trading at levels similar to countries that are rated BBB+, such as Italy and Greece.” 🇬🇷 🇮🇹
lol
I don’t understand why no one in congress has proposed amending The Federal Reserve act to include the following addition among the mandates
“Reducing the federal debt-to-GDP ratio to sustainable levels.”
Keep inflation and employment the same , just add to the equation
#econsky
“Reducing the federal debt-to-GDP ratio to sustainable levels.”
Keep inflation and employment the same , just add to the equation
#econsky
May 9, 2025 at 9:44 AM
lol
Warren Buffett to be elected and fix the finances
May 8, 2025 at 4:32 PM
Warren Buffett to be elected and fix the finances
Competitive marketplace btw
* LUTNICK: ALL CARS THAT ARE FINISHED IN U.S. THAT HAVE 85% DOMESTIC CONTENT WILL HAVE NO TARIFFS
@reuters.com $GM $F $STLA
@reuters.com $GM $F $STLA
April 29, 2025 at 3:58 PM
Competitive marketplace btw
Reposted by Tom Pearce, CFA
You have to wonder what Mark Carney's other two wishes were after rubbing that bottle
April 28, 2025 at 1:08 PM
You have to wonder what Mark Carney's other two wishes were after rubbing that bottle
Still no way to get post notifications on here?
January 14, 2025 at 11:51 PM
Still no way to get post notifications on here?
Reposted by Tom Pearce, CFA
#DLAR.L De La Rue (banknote printer, mkt cap £213mn) receives a 125p per share bid from 2 funds, conditional on completion of an already announced divisional sale. stock is currently at 110p. the prospective buyers have until 6th Feb to make a firm offer:
January 9, 2025 at 3:04 PM
#DLAR.L De La Rue (banknote printer, mkt cap £213mn) receives a 125p per share bid from 2 funds, conditional on completion of an already announced divisional sale. stock is currently at 110p. the prospective buyers have until 6th Feb to make a firm offer:
Me when I find the person who ruined leases in IFRS 16 c2020
a man in a black hat is giving the middle finger .
ALT: a man in a black hat is giving the middle finger .
media.tenor.com
December 10, 2024 at 11:11 PM
Me when I find the person who ruined leases in IFRS 16 c2020
What is up with this scam..
Are they trying to sell a product? Or trying to get stock picks?
Someone needs to tell them it would be much more fruitful to look at some fund form 13Fs than ask a guy who reads AIM microcap company reports on the weekends
Are they trying to sell a product? Or trying to get stock picks?
Someone needs to tell them it would be much more fruitful to look at some fund form 13Fs than ask a guy who reads AIM microcap company reports on the weekends
December 9, 2024 at 8:54 AM
What is up with this scam..
Are they trying to sell a product? Or trying to get stock picks?
Someone needs to tell them it would be much more fruitful to look at some fund form 13Fs than ask a guy who reads AIM microcap company reports on the weekends
Are they trying to sell a product? Or trying to get stock picks?
Someone needs to tell them it would be much more fruitful to look at some fund form 13Fs than ask a guy who reads AIM microcap company reports on the weekends
Why are US company accounts so much better than UK ones?
Do they add as much content as possible to try avoid securities fraud lawsuits?
Do they add as much content as possible to try avoid securities fraud lawsuits?
November 28, 2024 at 4:06 PM
Why are US company accounts so much better than UK ones?
Do they add as much content as possible to try avoid securities fraud lawsuits?
Do they add as much content as possible to try avoid securities fraud lawsuits?
Seeing U.K. Small Cap is 40% undervalued and US is monstrously overvalued, but can’t help but think of US goes down then we will too
November 17, 2024 at 4:45 PM
Seeing U.K. Small Cap is 40% undervalued and US is monstrously overvalued, but can’t help but think of US goes down then we will too
Reposted by Tom Pearce, CFA
S&P 500 below where it was on 11/6
November 15, 2024 at 7:30 PM
S&P 500 below where it was on 11/6
Drop the space, just Bluesky
a man is standing in front of a sign that says drop the " just facebook " it 's cleaner
ALT: a man is standing in front of a sign that says drop the " just facebook " it 's cleaner
media.tenor.com
November 15, 2024 at 12:47 PM
Drop the space, just Bluesky
Stocks significantly overvalued post Trump?
Source: Bloomberg, via Cyril Bosch on LinkedIn
Source: Bloomberg, via Cyril Bosch on LinkedIn
November 14, 2024 at 2:47 PM
Stocks significantly overvalued post Trump?
Source: Bloomberg, via Cyril Bosch on LinkedIn
Source: Bloomberg, via Cyril Bosch on LinkedIn