HX Research

Earlier this morning we published our HX Research WEEKLY REVIEW. This week we discussed a potential period of consolidation in the stock market, used our "Quantamental" approach to take a look at leading chip company Broadcom, published Part II of Charlie Munger's "mental models" and finished with OUR take on how much the NVIDIA earnings report REALLY matters to the stock market. You can read it all here... https://lnkd.in/e53ZdpK5

We have heard many financial commentators say that NVDA is the most important stock in the stock market's history. With their recent earnings report behind us, we discuss this idea and whether we have seen any historical examples. We share our experience from twenty-five years ago and how it might play out soon. Read it here in this issue of HX Daily…

Last week, we shared some insights from the great Charlie Munger. These are psychological frameworks that Munger called his "mental models." They helped him understand and manage his own psychological biases in investing. We shared several of these with you last week, and in today’s HX Daily, we share some more…

We have been analyzing stocks for over thirty years. Our process has developed tremendously over those three decades, but we've simplified it to just a few key metrics, which we use to get an initial view. Once weekly, at HX Daily, we will use this "Quantamental" approach to analyze one of the stock market's most popular stocks. Since starting this approach in July, we have covered most of the TEN largest stocks in the S&P 500. Today we look at another with our analysis of Broadcom Inc. (NASDAQ: AVGO). We examine the stock using our "Quantamental" process, and you can read our analysis below…

The Trump victory, along with the Republican Party taking both houses of Congress, caught the stock market by surprise. From the moment it became the likely outcome, the stock market soared and took almost every stock with it. Now that some time has set in, the stock market is starting to decide upon some “winners” and some “losers.” Is the market making the right calls? We discuss this in today's issue of HX Daily here…

This morning we shared our HX Research WEEKLY REVIEW. This week we re-shared a five part series we published back in May called "Bitcoin $100,000". In the series we shared some international examples of #bitcoin demand including Turkey and El Salvador. We also shared a very brief history of #gold as a potential roadmap for the future of #bitcoin. Finally, we shared some thoughts on how to incorporate #bitcoin into your TRADING and INVESTING strategies. Check it all out here... https://lnkd.in/esnYt6tF

In today's HX Daily we published by the final part of our five part series "Bitcoin $100,000". In this note we discuss what the government of El Salvador has done with #bitcoin. We think the US government under the Trump administration could be doing the same in the coming years. Read the note here... https://lnkd.in/eu6ixX-c

This week in HX Daily we have been sharing a series of notes we published back in May called "Bitcoin $100,000". Back then #bitcoin was trading around $65,000 and we predicted it would hit $100k by year-end. Well - we are pretty close to that right now. Today we share one of our most popular notes of all-time our "VERY Brief History of Gold." Check it out here... https://lnkd.in/ei_QKZKy

One of the biggest concerns about #bitcoin amongst traders and investors is how should they incorporate it into their strategies? Historically it has been very volatile although that is less true today. In this issue of HX Daily we discuss how one should approach it in your portfolio. Read it here... https://lnkd.in/ejCk5eB8

Today we published Part Two of our series "Bitcoin $100,000". In this note we discuss what has been happening with Turkish citizens buying #bitcoin in response to rampant inflation. Read about in HX Daily here.. https://lnkd.in/ekCWBDMm