The H.E.A.T. Formula
November 29, 2024
November 22, 2024

The H.E.A.T. Formula

All The News That Isn't Fit To Print

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Investors should be 'looking entirely' at 'Trump trade': Expert

Tuttle Capital Management CEO Matthew Tuttle and Strategic Wealth Partners CEO Mark Tepper discuss Nvidia's earnings and the CEO's remarks on chip demand, Bitcoin reaching new highs and the Trump administration's policy toward cryptocurrency

Abbreviated note today as we are dealing with the ramifications of the massive swings in MSTR. Managing 2x levered and inverse ETFs is fairly simple when things are normal, gets a lot more fun when names go parabolic.

As I said in my webinar yesterday, Five Guys is not just a burger company. This market is being driven by Five Guys:

  1. Jensen Huang
  2. Donald Trump
  3. Michael Saylor
  4. Elon Musk
  5. Jerome Powell

Anything else is just noise at this point. Focus on the Trump trade, AI, Crypto, the Fed being behind the curve, and Elon and you will be in the right spots.