SaintNectar
@saintnectar.bsky.social
Swing Trader | CANSLIM disciple analyzing fundamentals and hunting for the next market leaders. I focus on institutional quality and high-growth stocks
America has 9 months left.
The world has a few years before the end. Hopefully, there are still a few people in America who care enough to shake him out of office.
The world has a few years before the end. Hopefully, there are still a few people in America who care enough to shake him out of office.
February 14, 2026 at 8:15 PM
America has 9 months left.
The world has a few years before the end. Hopefully, there are still a few people in America who care enough to shake him out of office.
The world has a few years before the end. Hopefully, there are still a few people in America who care enough to shake him out of office.
Huberman's right. Compounders are done. Hims copied NVO's patented pill and got DOJ-referred in a week. That's not disruption, that's just being terrible at crime 😂 #$NVO #$LLY duopoly restored. The $149 starter dose is bait, maintenance is $299 and alternatives are gone.
February 13, 2026 at 8:12 PM
The US House just voted 219-211 to overturn Trump's tariffs on Canada. 6 Reps crossed the aisle. Nice to see there's still some common sense left in America. But as a Canadian, I can tell you, the damage is done.
Trust takes years to build and seconds to break.
Trust takes years to build and seconds to break.
February 12, 2026 at 1:28 AM
The US House just voted 219-211 to overturn Trump's tariffs on Canada. 6 Reps crossed the aisle. Nice to see there's still some common sense left in America. But as a Canadian, I can tell you, the damage is done.
Trust takes years to build and seconds to break.
Trust takes years to build and seconds to break.
AppLovin Q4: $1.7B (+66%), 84% margins. Great, but publishers follow revenue, not platforms.
CloudX=Jim Payne (MoPub exch) + Dan Sack (ex Mopub and Max founder)
They built AppLovin's mediation tech, then left to rebuild it with full transparency for publishers
When your own architects defect... 👀
CloudX=Jim Payne (MoPub exch) + Dan Sack (ex Mopub and Max founder)
They built AppLovin's mediation tech, then left to rebuild it with full transparency for publishers
When your own architects defect... 👀
February 12, 2026 at 1:06 AM
AppLovin Q4: $1.7B (+66%), 84% margins. Great, but publishers follow revenue, not platforms.
CloudX=Jim Payne (MoPub exch) + Dan Sack (ex Mopub and Max founder)
They built AppLovin's mediation tech, then left to rebuild it with full transparency for publishers
When your own architects defect... 👀
CloudX=Jim Payne (MoPub exch) + Dan Sack (ex Mopub and Max founder)
They built AppLovin's mediation tech, then left to rebuild it with full transparency for publishers
When your own architects defect... 👀
Nothing says unmatched transparency quite like Pam Bondi Performance today....
When Massie pointed out that the DOJ leaked victim names while redacting names, she didnt let thise pesky facts get in the way. Instead she pivoted to the classic legal defense: "you have TDS". Truly inspiring cover up.
When Massie pointed out that the DOJ leaked victim names while redacting names, she didnt let thise pesky facts get in the way. Instead she pivoted to the classic legal defense: "you have TDS". Truly inspiring cover up.
BREAKING NEWS: Massie And Bondi Have Shocking Fight As He Accuses Her Of Epstein Files 'Cover-Up'
YouTube video by Forbes Breaking News
youtu.be
February 11, 2026 at 7:07 PM
Nothing says unmatched transparency quite like Pam Bondi Performance today....
When Massie pointed out that the DOJ leaked victim names while redacting names, she didnt let thise pesky facts get in the way. Instead she pivoted to the classic legal defense: "you have TDS". Truly inspiring cover up.
When Massie pointed out that the DOJ leaked victim names while redacting names, she didnt let thise pesky facts get in the way. Instead she pivoted to the classic legal defense: "you have TDS". Truly inspiring cover up.
The two surveys in today's jobs report disagree by 400,000 jobs. Establishment says +130K. Household says +528K. The BLS confidence interval on payrolls is ±122K, meaning we can't statistically confirm jobs were even added. Benchmark revisions erased 898K jobs from prior years. Trust the data. Sure.
February 11, 2026 at 2:15 PM
The two surveys in today's jobs report disagree by 400,000 jobs. Establishment says +130K. Household says +528K. The BLS confidence interval on payrolls is ±122K, meaning we can't statistically confirm jobs were even added. Benchmark revisions erased 898K jobs from prior years. Trust the data. Sure.
August 2024: "The yen carry trade is unwinding, sell everything!"
September 2024: "Yen carry what?"
February 2026: Japan elects a nationalist PM with a supermajority, bond yields hit records, and the carry trade is bigger than ever.
The bomb is ticking..
September 2024: "Yen carry what?"
February 2026: Japan elects a nationalist PM with a supermajority, bond yields hit records, and the carry trade is bigger than ever.
The bomb is ticking..
Sanae Takaichi And The Yen Carry Trade
Explore how Sanae Takaichi's election can impact Japan's economy and the carry trade with her decisive leadership.
realinvestmentadvice.com
February 10, 2026 at 1:57 PM
August 2024: "The yen carry trade is unwinding, sell everything!"
September 2024: "Yen carry what?"
February 2026: Japan elects a nationalist PM with a supermajority, bond yields hit records, and the carry trade is bigger than ever.
The bomb is ticking..
September 2024: "Yen carry what?"
February 2026: Japan elects a nationalist PM with a supermajority, bond yields hit records, and the carry trade is bigger than ever.
The bomb is ticking..
Everyone's watching the S&P. Nobody's watching the hiring manager. 108K layoffs in January. Lowest hiring plans since 2009. Job openings at Covid lows. Private payrolls added 22K. The economy looks great from the top floor. It looks different from the lobby where they're handing out boxes.
January 2026 layoffs hit highest mark since start of 2009 - UPI.com
January marked the worst start to a year for layoffs since 2009 as economic outlooks dim, Challenger, Gray and Christmas' job report said Thursday.
upi.com
February 10, 2026 at 2:23 AM
Everyone's watching the S&P. Nobody's watching the hiring manager. 108K layoffs in January. Lowest hiring plans since 2009. Job openings at Covid lows. Private payrolls added 22K. The economy looks great from the top floor. It looks different from the lobby where they're handing out boxes.
HIMS pulled the Wegovy knockoff on Saturday thinking it was over.
Novo filed the lawsuit Monday morning anyway.
That's like apologizing to your ex and then getting served papers at brunch. Novo wants a permanent ban AND damages.
1.5M compounding customers about to need a new plug?
Novo filed the lawsuit Monday morning anyway.
That's like apologizing to your ex and then getting served papers at brunch. Novo wants a permanent ban AND damages.
1.5M compounding customers about to need a new plug?
February 9, 2026 at 1:30 PM
HIMS pulled the Wegovy knockoff on Saturday thinking it was over.
Novo filed the lawsuit Monday morning anyway.
That's like apologizing to your ex and then getting served papers at brunch. Novo wants a permanent ban AND damages.
1.5M compounding customers about to need a new plug?
Novo filed the lawsuit Monday morning anyway.
That's like apologizing to your ex and then getting served papers at brunch. Novo wants a permanent ban AND damages.
1.5M compounding customers about to need a new plug?
The dollar has lost 10%+ since Trump took office. Tariff chaos, Greenland threats, Fed independence questions, and a ballooning deficit.
Bloomberg coined it "quiet quitting America".
Gold at $5K is the receipt....
www.bloomberg.com/news/newslet...
Bloomberg coined it "quiet quitting America".
Gold at $5K is the receipt....
www.bloomberg.com/news/newslet...
‘Quiet Quitting’ of US Assets
Cautious diversification, geopolitical unease and better value elsewhere are nudging portfolios in new directions.
www.bloomberg.com
February 8, 2026 at 7:08 PM
The dollar has lost 10%+ since Trump took office. Tariff chaos, Greenland threats, Fed independence questions, and a ballooning deficit.
Bloomberg coined it "quiet quitting America".
Gold at $5K is the receipt....
www.bloomberg.com/news/newslet...
Bloomberg coined it "quiet quitting America".
Gold at $5K is the receipt....
www.bloomberg.com/news/newslet...
If history rhymes, pharma names with real earnings and discounted valuations are where rotation capital lands. Some beaten-down names with strong balance sheets worth watching: NVO (11x P/E), PFE (6.7% yield), ABBV (Dividend King), JNJ, MRK.
“A similar pattern emerged in 2000. After Tech peaked in March of that year, Consumer Staples, Utilities, and Healthcare rallied about 40% to 45%, even as Tech and Communications slumped 51.8% and 39.4%, respectively.” www.barrons.com/articles/tec...
A Tech Bust Gave Way to a Broader Rally. What Comes Next Could Be Ugly.
Well before the past week’s gyrations, the stock market’s character already had undergone a significant transformation, one that resembled what followed the dot-com boom at the end of the last century...
www.barrons.com
February 7, 2026 at 4:12 PM
If history rhymes, pharma names with real earnings and discounted valuations are where rotation capital lands. Some beaten-down names with strong balance sheets worth watching: NVO (11x P/E), PFE (6.7% yield), ABBV (Dividend King), JNJ, MRK.
NVO EPS: +31→+31→+15→+21→+11→+7%.
Sales: +28→+22→+20→+24→+11→+5%.
Down 49%.
But FDA restricting compounded GLP-1s + Wegovy pill on TrumpRx & Amazon could stem the bleeding. New CEO may be sandbagging '26 estimates to beat & raise.
Sales: +28→+22→+20→+24→+11→+5%.
Down 49%.
But FDA restricting compounded GLP-1s + Wegovy pill on TrumpRx & Amazon could stem the bleeding. New CEO may be sandbagging '26 estimates to beat & raise.
February 7, 2026 at 3:59 PM
NVO EPS: +31→+31→+15→+21→+11→+7%.
Sales: +28→+22→+20→+24→+11→+5%.
Down 49%.
But FDA restricting compounded GLP-1s + Wegovy pill on TrumpRx & Amazon could stem the bleeding. New CEO may be sandbagging '26 estimates to beat & raise.
Sales: +28→+22→+20→+24→+11→+5%.
Down 49%.
But FDA restricting compounded GLP-1s + Wegovy pill on TrumpRx & Amazon could stem the bleeding. New CEO may be sandbagging '26 estimates to beat & raise.