Serial Entrepreneur | Investment Advisor & Strategist | CEO CIO @hydrawealth ∞ @hydracapitalgrp ∞ @waxmelters ∞ @theroshowpod | Economics | Markets | Business
Sep 30, 2023 • 11 tweets • 3 min read
Abolish Central Banks!
(Is it really as radical as it sounds? NO!) 🧵
It is the central banks that cycle it's people through recessions and inflationary periods.
The money supply is always and everywhere a monetary phenomenon.
*Notice that debt levels increase during the recessions.
Nov 19, 2022 • 5 tweets • 2 min read
💡Business Talk💡
Opportunistic times for businesses!
This time period may last for "some time" however this is when companies improve & differentiate, grow market share, expand into new industries, acquire, & new leaders emerge.
Survival of the most adaptable!
#Entrepreneur
During these contractive, compressed times, the most adaptable & innovative rise.
Strategic tough decisions
Consolidation through M&A - vertical & horizontal integration
Redistribution
"Healthy" corrections...forces businesses to be their "best".
We all eventually benefit!
Nov 19, 2022 • 5 tweets • 2 min read
Planning to BUY 100 shares of your favorite stock?
Before you do, read this thread on Writing Options. 👇
For educational purposes, I will use $SNOW as an example and @Barchart
for the options data which is an excellent website for options! #Optionselling#Options
Selling OTM (Out of The Money) Puts (Bullish)
• Receive Premium Today
• If you are "put" the shares your cost basis will be much LOWER
• Expiration depends on your strategy, for me, I generally prefer selling 2-5 wks out for higher premiums so we will look at Dec 16 monthly
Nov 12, 2022 • 11 tweets • 2 min read
Life Changing Habits I would tell my 20 year old self and/or teach my kids now:
Beware, these tips will make you happier, wealthier, and more successful!
Are you ready?
💡Don’t take things personally💡
What people say & do has more to do with them than you so don't take things personally.
The world doesn’t revolve around you.
If you notice, that same person who said “bad things” about you most likely is saying “bad things” about others.
Oct 16, 2022 • 12 tweets • 3 min read
10 Life Changing Habits I would tell my 20 year old self and/or teach my kids now:
Beware, these tips will make you happier, wealthier, and more successful!
Are you ready?
💡Don’t take things personally💡
What people say & do has more to do with them than you so don't take things personally.
The world doesn’t revolve around you.
If you notice, that same person who said “bad things” about you most likely is saying “bad things” about others.
Oct 14, 2022 • 8 tweets • 3 min read
How do Interest Rates Affect the Market?
(Simple version)
1. Rising #interest#rates slow growth. Cost of capital higher!
Slowed growth & lower profits. Some are more sensitive than others depending on their debt, bus models, etc.
Diminished future valuations.
Margins compressed
2. When gov bonds (safer) offer higher yields, why take on more risk (stocks) unless equities offer higher returns?
💫Bonds are more attractive until stock valuations fall!💫
*This is key! Think P/E has to come down for earnings yields to go UP!