I have unlocked a premium post I shared March 8, 2024 about Palantir $PLTR. It is up 65% from that day. And I provided my premium subscribers trade entries and warnings along the way. For those who are free subscribers or upgraded recently and missed it, here it is:
Made new lifetime highs today above $45. The PE on March 8 was 300. Today it is 264. Which means despite the 65% price increase, they have expanded their earnings faster than price. Can they continue this outperformance? We will know Nov 4 after close.
Earnings actual vs expected. Trend is earnings beat since Q4 2022.
I recommend you watch Westworld. All things scifi and AI is in the show. Three seasons.
This fictional commercial could be used today…
Stock Markets in under 15 minutes. No ads. No politics. Easy to follow for your morning coffee, dog walk or commute.
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Over time you will gain the ability to see stock market price movement in a way that Wall St does not want you to see
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Two Paying Subscriber Examples:
“Thanks for consistent, quality content. It’s educational and has paid for itself several times over.
Even though I don’t actively trade, there’s so much usefulness in the daily podcast for navigating the bigger picture for my 401(k) and IRA. Often you touch on factors that will impact my clients at my day job, so it’s useful there too.
Finally, and perhaps most importantly, there’s a “Zen and the art of” quality to your world. it’s educational, elucidating, and exists at the intersection of theory and practice. Thoughtful and worthwhile!" - Will (Paying Subscriber)
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Bill Cara, 40+ Year Market Professional and Author
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Alyosha is a professional Comex trader and writes market vibes
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What to watch
Cara 100
Cara 100 is an industry cross-section of Bill Cara’s watchlist companies whose fundamentals are above average and worth tracking for possible investment. There is a strong bias for stocks headquartered in the US and Canada. Also, only three of the 100 have market caps below $3 billion today, and all have market caps above $2.5 billion.Watch mag 7
Watch yields
Credit card delinquency rate (1991-Present)
True Rate of Unemployment (24%!!!)
Using data compiled by the federal government’s Bureau of Labor Statistics, the True Rate of Unemployment tracks the percentage of the U.S. labor force that does not have a full-time job (35+ hours a week) but wants one, has no job, or does not earn a living wage, conservatively pegged at $25,000 annually before taxes.
