Some implied moves for earnings next week - 67 companies reporting - up OR down degenrates [$JPM](https://x.com/search?q=%24JPM&src=cashtag_click) 5.1% [$ASML](https://x.com/search?q=%24ASML&src=cashtag_click) 8.1% [$TSM](https://x.com/search?q=%24TSM&src=cashtag_click) 6.8% [$GS](https://x.com/search?q=%24GS&src=cashtag_click) 5.6% [$C](https://x.com/search?q=%24C&src=cashtag_click) 5.5% [$BAC](https://x.com/search?q=%24BAC&src=cashtag_click) 5.2% [$WFC](https://x.com/search?q=%24WFC&src=cashtag_click) 5.3% [$JNJ](https://x.com/search?q=%24JNJ&src=cashtag_click) 3.3% [$MS](https://x.com/search?q=%24MS&src=cashtag_click) 5.2% [$ABT](https://x.com/search?q=%24ABT&src=cashtag_click) 4.7% [$UAL](https://x.com/search?q=%24UAL&src=cashtag_click) 8.7% [$AXP](https://x.com/search?q=%24AXP&src=cashtag_click) 5.5% [$JBHT](https://x.com/search?q=%24JBHT&src=cashtag_click) 6.8% [$SCHW](https://x.com/search?q=%24SCHW&src=cashtag_click) 5.8% [$INFY](https://x.com/search?q=%24INFY&src=cashtag_click) 7.8% [$MAN](https://x.com/search?q=%24MAN&src=cashtag_click) 14.0% [$IBKR](https://x.com/search?q=%24IBKR&src=cashtag_click) 6.4% [$CSX](https://x.com/search?q=%24CSX&src=cashtag_click) 2.7% [$SLB](https://x.com/search?q=%24SLB&src=cashtag_click) 5.7% [$ALLY](https://x.com/search?q=%24ALLY&src=cashtag_click) 8.3% [$DPZ](https://x.com/search?q=%24DPZ&src=cashtag_click) 6.9% [$BLK](https://x.com/search?q=%24BLK&src=cashtag_click) 4.3%

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What is the win rate for that strategy not ally (heh "normally"). Thanks for explaining it either way.

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Same can be said for Canada and Japan. Basically any ally we did have. China took all their trade that we pushed away.

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“The US has purchased Argentine pesos, taking the next step in a controversial effort to calm a currency crisis hitting the South American country and its president, Trump ally Javier Milei. Treasury Secretary Scott Bessent announced the purchase on social media, while saying the US had finalised terms of a planned $20bn (£15bn) financial rescue for the country. "The US Treasury is prepared, immediately, to take whatever exceptional measures are warranted," he said.”

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But if you had dropped $400 in the S&P 15 years ago you'd have less than $3k now. I'm thinking luck is your greatest ally.

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Time is your greatest ally

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Pagaya is in the exact same space trading at only 10 forward PE with 30% revenue growth. Trading at less than 10x TTM ebitda. Upstart is at over 30 forward pe for comparison. Pagaya’s partnered with Sofi, Ally, US Bank, and others. I would give it a look $PGY

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What are the chances there will be shenanigans today? Maybe Mango mentioning a new tariff on a random big trade ally?

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(Cj walking in the ally) TSLA: aw shit here we go again.

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