Wetts Fraulkner
@mrplagiaristic.bsky.social
Stock Market Commentary. Long/Short Ideas. Chief Market Strategist at Stategas… Top Ranked I.I. Analyst. Occasional Rants. Sprinkle of Humor. Other Channel:
@Risksignalreport.com
@Strategas.com
@Risksignalreport.com
@Strategas.com
$AMZN is now basically flat since 2021.
Meanwhile:
- Revenue is up 50%.
- Net income is up 100%.
- Operating margin doubled.
Forward P/E shrunk from 90 to 30 and it’s now trading at 17 times operating cash flow, lowest ever.
Tell me how it’s not an opportunity?
Meanwhile:
- Revenue is up 50%.
- Net income is up 100%.
- Operating margin doubled.
Forward P/E shrunk from 90 to 30 and it’s now trading at 17 times operating cash flow, lowest ever.
Tell me how it’s not an opportunity?
April 1, 2025 at 12:55 AM
$AMZN is now basically flat since 2021.
Meanwhile:
- Revenue is up 50%.
- Net income is up 100%.
- Operating margin doubled.
Forward P/E shrunk from 90 to 30 and it’s now trading at 17 times operating cash flow, lowest ever.
Tell me how it’s not an opportunity?
Meanwhile:
- Revenue is up 50%.
- Net income is up 100%.
- Operating margin doubled.
Forward P/E shrunk from 90 to 30 and it’s now trading at 17 times operating cash flow, lowest ever.
Tell me how it’s not an opportunity?
Still few days left in March, but that is some candle for $PLTR ... @StrategasRP
March 28, 2025 at 11:08 PM
Still few days left in March, but that is some candle for $PLTR ... @StrategasRP
Our favorite chart from this week’s client video … cyclicality may be pausing at home as $SPX rotates, but it’s migrating east, alive and well in both Europe and China. $EZU, $FXI
March 28, 2025 at 11:05 PM
Our favorite chart from this week’s client video … cyclicality may be pausing at home as $SPX rotates, but it’s migrating east, alive and well in both Europe and China. $EZU, $FXI
Congratulations to friend and mentor, Scott Bessent, on his confirmation as the 79th U.S. Secretary of the Treasury. It was the privilege of a lifetime to host a fireside chat with Sec. Bessent at our @Strategas macro forum last year. Good luck!
March 22, 2025 at 10:50 PM
Congratulations to friend and mentor, Scott Bessent, on his confirmation as the 79th U.S. Secretary of the Treasury. It was the privilege of a lifetime to host a fireside chat with Sec. Bessent at our @Strategas macro forum last year. Good luck!
The gap thru the 200d first piqued our interest here back in Aug, then came the 50/200cross, and now yesterday’s +2 sigma move confirms the trend change for $SBUX. And all Niccol had to do was move the milk back to the customers !! @ StrategasRP
March 22, 2025 at 10:39 PM
The gap thru the 200d first piqued our interest here back in Aug, then came the 50/200cross, and now yesterday’s +2 sigma move confirms the trend change for $SBUX. And all Niccol had to do was move the milk back to the customers !! @ StrategasRP