Robert Reynolds
Robert Reynolds @RobertMERC

Tuottavuus
Kaikki

22.64%2025
2025
3.56%2024
2024
36.97%2023
2023
-29.80%2022
2022
26.67%2021
2021
35.29%2020
2020
37.0%0%-37.0%
Robert Reynolds
This isn’t an easy market, but it’s critical to stay grounded in data and fundamentals rather than headlines. Yesterday, $OSCR (Oscar Health Inc) dropped more than 17% after a Truth Social post from Trump over the weekend referencing ACA subsidies. The reaction was misplaced. Oscar operates in the ACA... Näytä enemmän Käännä
Robert Reynolds
Robert Reynolds jakoi julkaisun henkilön @eToroTeam kautta
eToro
I think it's pretty cool that we can propose a question for the $ETOR (eToro Group LTD) conference call today. I've asked the following, hopefully we can force management to quantify the few levers that actually move the thesis and the multiple :) "Over the next 12–24 months, what are... Näytä enemmän Käännä
eToro Team
📢 eToro Q3 2025 earnings update: $ETOR (eToro Group LTD) We’ll release results Nov 10 before market open. A live webcast will follow at 8:30 AM ET / 5:30 AM PT, where eToro’s management team will discuss the results and answer questions from analysts and the eToro community. 💬 Retail investors... Näytä enemmän Käännä
Robert Reynolds
Muokattu
Once the continuing resolution takes effect, federal spending resumes, and the Treasury General Account (TGA), the government’s account at the Federal Reserve, will begin to drain. During the shutdown, cash built up in the TGA because the Treasury kept issuing short-term bills to maintain liquidity while... Näytä enemmän Käännä
Robert Reynolds
Robert Reynolds jakoi julkaisun henkilön Robert Reynolds kautta
Espanja
Democratic leader Chuck Schumer offered Republicans a deal. Schumer and Thune keeping the Senate in session through the weekend signals genuine movement after weeks of paralysis, both parties feel the mounting political and economic pressure to find an off-ramp. I think we will get a deal soon and the... Näytä enemmän Käännä
Robert Reynolds
When the government shuts down, spending stops and liquidity dries up as the federal cash that normally circulates through contractors, employees, and transfer payments disappears. At the same time, if the Treasury is rebuilding its General Account (TGA), it is issuing more debt and pulling cash out... Näytä enemmän Käännä
Robert Reynolds
A quick comment on $CCOI (Cogent Communications Holdings Inc) According to Heavy Reading from $CIEN (Ciena Corp) "Optical Transport Networks for AI" report, high-bandwidth wavelength services (100G+) are expected to see by far the strongest growth from AI traffic over the next three years,... Näytä enemmän Käännä
Robert Reynolds
When the government shuts down, spending stops and liquidity dries up as the federal cash that normally circulates through contractors, employees, and transfer payments disappears. At the same time, if the Treasury is rebuilding its General Account (TGA), it is issuing more debt and pulling cash out... Näytä enemmän Käännä
Robert Reynolds
Dear Valued Investors, I hope this note finds you well. I’d like to invite you to a livestream on Wednesday, October 22nd, at 18:30 CET, where we’ll discuss the evolving fundamentals and strategic outlook for Peabody Energy Corporation ($BTU (Peabody Energy Corporation )) — a portfolio position that... Näytä enemmän Käännä
Robert Reynolds
Dear Valued Investors, I hope this note finds you well. I’d like to invite you to a livestream on Wednesday, September 24th, at 18:30 CET to dive into a rapidly evolving theme at the intersection of crypto, data, and energy. We’ll examine how shifts in High Performance Computing (HPC) are reshaping... Näytä enemmän Käännä
Robert Reynolds
Dear Valued Investors, I hope this message finds you well. I’d like to invite you to a livestream on Wednesday, August 20th, at 18:30 CET to discuss the current earnings season, where we’ll unpack key developments across sectors and what they mean for positioning in today’s market. 𝐖𝐡𝐞𝐧: Wednesday,... Näytä enemmän Käännä
Robert Reynolds
Dear Valued Investors, I hope this message finds you well. I’d like to invite you to a livestream on Wednesday, July 30th, at 18:30 CET to discuss key developments in macroeconomics, monetary policy, and portfolio strategy. 𝐖𝐡𝐞𝐧: Wednesday, July 30th, at 18:30 CET 𝐖𝐡𝐞𝐫𝐞: www.youtube.com/watch?v=mpplBsZmD3Y 𝐖𝐡𝐚𝐭... Näytä enemmän Käännä

Tietoa Robert Reynolds
Espanja
Strategia: Arvo

Value investor in distressed equities, prioritizing risk & contrarian thinking
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