Allen Lundgren
@allenlundgren.bsky.social
Investor of stocks, real estate & crypto
Iowa State, STL Cardinals & DET Lions
Iowa State, STL Cardinals & DET Lions
Man do I love how exciting ISU Basketball is this year!
January 16, 2025 at 2:18 AM
Man do I love how exciting ISU Basketball is this year!
Bout time for a tasty brew.
December 13, 2024 at 10:03 PM
Bout time for a tasty brew.
Reposted by Allen Lundgren
JPM: ".. key demand drivers for housing are not expected to improve significantly in 2025. .. We also see the incoming Trump administration’s policies .. disrupting housing’s labor force, as immigrants account for the largest percentage of U.S. construction workers since 2004."
Cuts $TOL $DHI
Cuts $TOL $DHI
December 13, 2024 at 1:26 PM
JPM: ".. key demand drivers for housing are not expected to improve significantly in 2025. .. We also see the incoming Trump administration’s policies .. disrupting housing’s labor force, as immigrants account for the largest percentage of U.S. construction workers since 2004."
Cuts $TOL $DHI
Cuts $TOL $DHI
Times like these I like to watch the movie The Big Short just to remind myself it may not be as it seems.
Heading into 2025 feels like there is a lot consensus on the market trajectory.
US stocks > rest of world (duhh)
AI - major tech revolution
Crypto - heading higher
Bonds - higher for longer
Small business boom coming
What else am I missing?
#investing #markets
US stocks > rest of world (duhh)
AI - major tech revolution
Crypto - heading higher
Bonds - higher for longer
Small business boom coming
What else am I missing?
#investing #markets
a man in a suit and tie asks what could possibly go wrong
ALT: a man in a suit and tie asks what could possibly go wrong
media.tenor.com
December 13, 2024 at 4:11 AM
Times like these I like to watch the movie The Big Short just to remind myself it may not be as it seems.
Such an amazing stat.
every ~$13 $TSLA adds a $F in market cap
December 11, 2024 at 12:08 AM
Such an amazing stat.
Reposted by Allen Lundgren
The S&P 500 high the Monday after the election was 6017, closed today at 6034.
S&P 500 industrials are back in the Election Day gap.
Nothing implies a major trend change, but confirms it was an elevated start point for a rally, with cyclical sectors already having done well for many months.
S&P 500 industrials are back in the Election Day gap.
Nothing implies a major trend change, but confirms it was an elevated start point for a rally, with cyclical sectors already having done well for many months.
December 10, 2024 at 9:34 PM
The S&P 500 high the Monday after the election was 6017, closed today at 6034.
S&P 500 industrials are back in the Election Day gap.
Nothing implies a major trend change, but confirms it was an elevated start point for a rally, with cyclical sectors already having done well for many months.
S&P 500 industrials are back in the Election Day gap.
Nothing implies a major trend change, but confirms it was an elevated start point for a rally, with cyclical sectors already having done well for many months.
@downtownjoshbrown.bsky.social enjoyed the pod with Jim Bianco. The talk of BTC sadly just made me think of how wide the wealth gap could become as opposed to how wealthy I could be.
December 4, 2024 at 5:31 AM
@downtownjoshbrown.bsky.social enjoyed the pod with Jim Bianco. The talk of BTC sadly just made me think of how wide the wealth gap could become as opposed to how wealthy I could be.
Reposted by Allen Lundgren
"Emerging software companies come public at inflated price/sales ratios and then grow into those multiples, which tend to compress toward or below 10x over time..."
And then there's $PLTR...
And then there's $PLTR...
December 3, 2024 at 5:56 PM
"Emerging software companies come public at inflated price/sales ratios and then grow into those multiples, which tend to compress toward or below 10x over time..."
And then there's $PLTR...
And then there's $PLTR...
Art Cashin was always someone you sat up and turned the TV volume higher when on #cnbc
I always enjoyed his interviews with @carlquintanilla.bsky.social
I always enjoyed his interviews with @carlquintanilla.bsky.social
December 3, 2024 at 3:42 AM
Art Cashin was always someone you sat up and turned the TV volume higher when on #cnbc
I always enjoyed his interviews with @carlquintanilla.bsky.social
I always enjoyed his interviews with @carlquintanilla.bsky.social
Some stocks looking like they are running out of steam in the high beta, unprofitable tech... $IONQ, $LMND, $RKLB in the short term.
December 2, 2024 at 8:19 PM
Some stocks looking like they are running out of steam in the high beta, unprofitable tech... $IONQ, $LMND, $RKLB in the short term.
Man it feels too soon for my kids to be opening their advent calendar.
December 1, 2024 at 7:04 PM
Man it feels too soon for my kids to be opening their advent calendar.
Let's Go State!
December 1, 2024 at 12:39 AM
Let's Go State!
Lots of different outcomes for today's games. @cyclonefb.bsky.social let's take care of business today! Go State!
November 30, 2024 at 5:43 PM
Lots of different outcomes for today's games. @cyclonefb.bsky.social let's take care of business today! Go State!
Reposted by Allen Lundgren
Eberflus just trying to get to Thanksgiving dinner on time, that’s all.
November 28, 2024 at 9:01 PM
Eberflus just trying to get to Thanksgiving dinner on time, that’s all.
This is how you watch @detroitlions.bsky.social on Thanksgiving.
November 28, 2024 at 6:00 PM
This is how you watch @detroitlions.bsky.social on Thanksgiving.
Keshon Gilbert is going to be the face of the Cyclones Basketball team this year, love watching him play.
November 27, 2024 at 4:03 AM
Keshon Gilbert is going to be the face of the Cyclones Basketball team this year, love watching him play.
How many of the teams from the Maui Invitational will we see in the Sweet 16? I love college basketball season!
November 27, 2024 at 3:17 AM
How many of the teams from the Maui Invitational will we see in the Sweet 16? I love college basketball season!
Amazing lineup in Maui, excited to see my Clones in a battle vs Auburn.
November 26, 2024 at 12:30 AM
Amazing lineup in Maui, excited to see my Clones in a battle vs Auburn.
@scottwapner.bsky.social Who's your favorite committee member to tease or give a hard time on the show? Is it the Farmer or Weiss? #cnbchalftimereport
November 25, 2024 at 11:45 PM
@scottwapner.bsky.social Who's your favorite committee member to tease or give a hard time on the show? Is it the Farmer or Weiss? #cnbchalftimereport
Reposted by Allen Lundgren
Alright @cyclonefb.bsky.social BYU and Colorado lost, now you know what to do...
a man says well then i guess there is only one thing left to do
ALT: a man says well then i guess there is only one thing left to do
media.tenor.com
November 24, 2024 at 12:23 AM
Alright @cyclonefb.bsky.social BYU and Colorado lost, now you know what to do...