MimiVsJames

James Mimi
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MimiVsJames

Welcome to MimiVsJames, where we dive deep into the world of finance, investment strategies, and personal insights to help you navigate the complexities of the modern market. Join us as we explore the latest financial trends, share actionable advice, and provide an inside look at economic principles that drive success. Whether you’re a seasoned investor or just starting out, MimiVsJames has something for everyone. Tune in weekly to empower your financial journey!

Episodes

  1. 4 DAYS AGO

    Preview of NVIDIA's (NVDA) Earnings Report on November 20

    Observing Stock Price Volatility Ahead of the Earnings Release

    21 min

  2. 4 DAYS AGO

    Short-Term Risk Alert for the U.S. Stock Market (SPX)

    A Key Level in the 10-Year Treasury Yield is Approaching

    27 min

  3. NOV 9

    After the Trump trade, what's next to watch?

    With Trump elected as the next U.S. president and both houses of Congress controlled by Republicans, this marks a period of full Republican governance. As the initial "Trump trade" winds down, our focus shifts to the post-inauguration period, specifically the 100-day "honeymoon phase." We expect small-cap stocks to gradually gain momentum during this time and recommend increasing exposure from 15-20% to 30%.

    19 min

  4. NOV 8

    Overview of ARM's Quarterly Financial Report and Investment Recommendations

    This analysis reviews ARM’s quarterly financial report and provides investment recommendations. The article examines ARM’s revenue growth, key drivers, and future projections, considering factors like licensing revenue, royalty income, and market competition.

    23 min

  5. NOV 7

    The Prisoner's Dilemma in Federal Reserve Monetary Policy

    Key Observations and Interest Rate Forecasts from the Latest Fed Meeting Tomorrow, on November 7th (Eastern Time), the Federal Reserve will announce its November interest rate decision...

    17 min

  6. NOV 5

    Are the leading US indicators showing signs of a future economic slowdown?

    The Conference Board Leading Economic Index (LEI) for the US fell in September. The LEI for the U.S. once again signaled a recession in September, but according to our model, the next U.S. economic adjustment is likely to occur in the first half of 2025. However, given the resilient of the U.S. employment market, this economic adjustment is expected to slow down rather than result in a recession (defined as two consecutive quarters of negative growth)

    10 min

  7. NOV 4

    Tesla Earnings Preview and Key Stock Price Focus After the Report

    The earnings report will focus on Tesla’s gross and profit margins. Investors are watching for news on a lower-priced EV, which could lift Tesla’s stock. With a fair value of $200, declining short interest, and positive gamma, Tesla’s volatility may remain low. A break above $235 could target $271

    16 min

  8. NOV 3

    How should we think about the impact of the SMCI incident and its implications for the future?

    Explore the impact of the SMCI incident on the AI industry, including potential delisting risks, financial implications, and shifts in AI semiconductor stocks. This analysis offers insights for SMCI shareholders on navigating possible volatility. https://open.substack.com/pub/mimivsjames/p/how-should-we-think-about-the-impact?r=4my5va&utm_campaign=post&utm_medium=web

    13 min

  9. NOV 2

    Alphabet's long-term valuation is still relatively low compared to other large tech companies

    Growth in subscriptions, platforms, devices, and Google Cloud exceeded expectations. Core search and advertising revenue also outperformed projections, indicating stability in the search business. However, competition with MSFT and META is expected to intensify.

    13 min

  10. NOV 1

    AMZN’s latest earnings report all exceeded market expectations.

    Due to a generally weak U.S. stock market and minor issues in recent earnings reports from large tech stocks like AAPL, MSFT, and META, the S&P 500 remains elevated, and investors anticipate higher risks. Long-term investors are advised to wait until after the U.S. presidential election next week to find an appropriate entry point.

    20 min
  • 10 Episodes

About

Welcome to MimiVsJames, where we dive deep into the world of finance, investment strategies, and personal insights to help you navigate the complexities of the modern market. Join us as we explore the latest financial trends, share actionable advice, and provide an inside look at economic principles that drive success. Whether you’re a seasoned investor or just starting out, MimiVsJames has something for everyone. Tune in weekly to empower your financial journey!

Information

  • Creator
    James Mimi
  • Years Active
    2K
  • Episodes
    10
  • Rating
    Clean
  • Copyright
    © James Mimi
  • Show Website
    MimiVsJames

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