Jim Osman
@EdgeCGroup
Most investors follow markets. I find value in the change they misprice.
11.1K Following 47K Followers
The market is starting to make cautious investors look stupid.
Every dip gets bought.
Every warning gets ignored.
Every risk becomes another reason to buy.
I’ve been doing this for 30 years.
When a market makes risk management feel unnecessary, that’s usually when you need it most.
Never confuse a rising market with the absence of risk.
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Misleading financial advice gets 70% more views.
That may be the entire problem.
Finfluencers get paid for attention.
Platforms get paid for engagement.
Promoters get paid for customers.
The investor is the only one who needs the advice to actually work.
My latest for @Barchart:
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Rates up.
Oil near $100.
10-year Treasury at 5%.
Stocks rally.
And somewhere, an investor is staring at the screen wondering why the market isn’t doing what the news told him it should.
That’s the lesson.
The market doesn’t pay you for knowing the news.
It pays you for understanding what was already priced in.
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Tesla’s European catalyst isn’t selling more cars. It’s earning high-margin revenue from cars already on the road.
France is testing FSD. EU approval could come as soon as October.
Approval is the headline. Adoption is the earnings catalyst.
My latest for @Barchart
$TSLA
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Nvidia just blew out earnings.
But the number I keep coming back to isn’t revenue.
It’s $279 billion.
That’s how much Nvidia has committed to future supply and capacity.
The AI boom is real. The bigger question is how far ahead Nvidia can commit before future demand becomes harder to see. $NVDA Chart @Barchart
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