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The Coastal Journal

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Top 100 Substack Finance | Institutional-macro research, forensic balance sheet analysis & asymmetric investment strategy “Knowledge is the greatest commodity"

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🚨BREAKING: FED POWELL TALK Q: ELIMINATING the Federal Reserve is best for promoting economic stability? POWELL: YES.

🚨BREAKING: FED POWELL TALK Q: ELIMINATING the Federal Reserve is best for promoting economic stability? POWELL: YES.

271,923 görüntüleme

🕵️ $NVDA Earnings •Stock stagnation despite strong headlines •📈 Days Sales Outstanding (DSO) •📈 Accounts Receivable (A/R) •📉 Operating cash flow •⚠️ Risks ahead—Tariffs Our Sherlock uncovers the truth! 📲

🕵️ $NVDA Earnings •Stock stagnation despite strong headlines •📈 Days Sales Outstanding (DSO) •📈 Accounts Receivable (A/R) •📉 Operating cash flow •⚠️ Risks ahead—Tariffs Our Sherlock uncovers the truth! 📲

32,298 görüntüleme

⚠️BREAKING: CNBC ANNOUNCES THE RETURN OF MEME STOCKS The Punisher (of Wall ST) checks notes of “No signs of a Bubble or of 1999 anywhere😳 🔉🔊

⚠️BREAKING: CNBC ANNOUNCES THE RETURN OF MEME STOCKS The Punisher (of Wall ST) checks notes of “No signs of a Bubble or of 1999 anywhere😳 🔉🔊

19,027 görüntüleme

“We own a lot of physical gold bars due to the deficit” - David Einhorn

“We own a lot of physical gold bars due to the deficit” - David Einhorn

13,425 görüntüleme

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At the peak of the Housing Bubble 2008 Fed Chair Bernake told the American people that the housing bubble causing a recession was highly unlikely and prices going down -50% was unlikely. Stocks prices fell -50% & housing prices nationally fell -20%

At the peak of the Housing Bubble 2008 Fed Chair Bernake told the American people that the housing bubble causing a recession was highly unlikely and prices going down -50% was unlikely. Stocks prices fell -50% & housing prices nationally fell -20%

The Coastal Journal

118,348 görüntüleme • 8 ay önce

Based on yesterdays Jobs report & how bad the revisions were The 30 Year bond auction just had one it most successful auctions on record. Ie investors smell the blood in the streets and want yield. Link:

Based on yesterdays Jobs report & how bad the revisions were The 30 Year bond auction just had one it most successful auctions on record. Ie investors smell the blood in the streets and want yield. Link:

The Coastal Journal

36,384 görüntüleme • 3 ay önce

Are We in an AI 🫧? Everyone sees the hype — few see the numbers behind it. • GPU Rental prices 📉 • Model training costs 📉 -90% • Capex 📈 40–80% YoY • Debt levels hitting 3-year highs $NVDA $CRWV $AVGO $ORCL Link below to the full breakdown:

Are We in an AI 🫧? Everyone sees the hype — few see the numbers behind it. • GPU Rental prices 📉 • Model training costs 📉 -90% • Capex 📈 40–80% YoY • Debt levels hitting 3-year highs $NVDA $CRWV $AVGO $ORCL Link below to the full breakdown:

The Coastal Journal

45,464 görüntüleme • 6 ay önce

AI Stocks Pull Enron Accounting Tricks $MRVL soared +15% after hours on words, not earnings but on HFV Key 🚩: • 94% of GAAP profit = one-time gain • Where’s the cash 💵? • DSO up ~30% (Actual Enron Video on HFV) Full Report:

AI Stocks Pull Enron Accounting Tricks $MRVL soared +15% after hours on words, not earnings but on HFV Key 🚩: • 94% of GAAP profit = one-time gain • Where’s the cash 💵? • DSO up ~30% (Actual Enron Video on HFV) Full Report:

The Coastal Journal

21,257 görüntüleme • 6 ay önce

Stocks Enter The Death Zone 🏔️ • Shiller PE near 40 📈 •Buffett Ind at 200% of GDP⚠️ •Tariffs choke margins just as demand freezes 🥶 •Consumer aren’t performing 🛑 Are we climbing—or about to fall? Full breakdown ⬇️

Stocks Enter The Death Zone 🏔️ • Shiller PE near 40 📈 •Buffett Ind at 200% of GDP⚠️ •Tariffs choke margins just as demand freezes 🥶 •Consumer aren’t performing 🛑 Are we climbing—or about to fall? Full breakdown ⬇️

The Coastal Journal

16,745 görüntüleme • 9 ay önce

📰: The Return of Tariffs Trump’s first Order: •🇲🇽🇨🇦 25% tariffs on all imports •🇨🇳 10% tariffs on China What’s next? •📉 Are stocks trapped ? •💡 Lessons from past tariff impacts •📊 How future asset prices could shift Stay ahead:

📰: The Return of Tariffs Trump’s first Order: •🇲🇽🇨🇦 25% tariffs on all imports •🇨🇳 10% tariffs on China What’s next? •📉 Are stocks trapped ? •💡 Lessons from past tariff impacts •📊 How future asset prices could shift Stay ahead:

The Coastal Journal

16,681 görüntüleme • 1 yıl önce

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