JPM
JPMorgan Chase & Co.
stock NYSE

I think AMZN is set for a stronger run on the horizon
I like JPM as a company but think the valuation is a bit high atm
I'd throw in UNH, RMV.L and RYCEY as some other high convction plays

I am long gold etfs both gold and gold miners but I think what I don't agree with with prec metals is that those long it often get too caught up/all in.
I can definitely see what I think is a reasonable path towards $5K gold this year and $6K in the next 2-3 but if things change I'll change with it.
I remember reading people talking about how "the banks are trapped" with silver where it was at the highs 15ish years ago. It took about 14 years for silver to get back to 2011 highs. There were all sorts of allegations towards JPM regarding Silver during that time frame, but that didn't keep silver from cratering post 2011 peak and JPM is up around 630% since early 2011.
So I don't disagree with the view of continuing to be long prec metals but I just think stay flexible/reasonable allocation and don't get too caught up in "the banks are trapped and have to deliver! The market will break!" kind of stuff. This isn't the first time that those kinds of views have been heavily discussed and it didn't happen 15 years ago.

the Bank's stablecoin outside the bank would not work as it is a private/protected stablecoin. Stablecoins are backed by onchain High quality treasury bills, currency or even other qualified securities. once that stablecoin would leave the bank.... e.g. you have 100 JPM stablecoins which is worth 100 USD dollars. that stablecoin will always remain 100 USD (that's also the definition of a STABLE coin, regardless with what you do with it. so how would you get yield on the stablecoin itself? this is what I don't get.

JPM said they had the physical nickel too a few yrs ago. It was LITERALLY BAGS OF ROCKS. The metal isnt there and we know it.

What do you guys think? I love MAIN as you can see lol.
I have worked since I was 16 to achieve this and the income feels good so far.
I have a 20k margin loan at 5% APR and then the rest is my money. Total income is 580$ a month after paying for margin interest every month.
Any suggestions, comments, or additions to my strategy? I think it looks pretty good. I got lucky and bought when Cheeto was talking about liberation day or something like that so I got a pretty good entry. I initially wanted to do this in an LLC/Trust but the market dumped and I said fuck it I need to act now and decided to just roll with a personal account it should be fine I guess.
And so far it seems that way but the tax drag is going to assimilate me that’s why I wanted to do LLC method so I could add in my PC build as an expense etcétera. So yea I think it looks pretty good. “Oh but you have no growth aren’t you worried?” Yes but no I like income. Also I been adding to VAIL and CIVI recently they seem to be on a good discount. RIO was a good move too. JPM and CAT are also nice. And then MAIN ofc is going generational and helping me compound as I pay down the debt. So please let me know your thoughts. Also looking to add DYNACOR and BAP let me know what you guys think of those 2.
P.S I am aware MAIN is a BDC so I just want to clear the air now by saying I’m not Jewish I don’t support usery of any sort but capitalism is capitalism and you need to play the game. But I don’t support private equity or usery I think it’s gross but game is game. If you can’t beat them join them.

Revenue jumps 700 percent. Did you listen to the JPM conference today?

Let's hope PLTR and JPM will soon form partnerships to use PLTR's platform in JPM and eventually banking and financial industries. This would be huge new market for PLTR since banking industry has a lots of data and many application areas for PLTR to explore!

In my most humble opinion, companies like JPM trading at 11-13 x earnings historically is so so so low. Same with some of the larger healthcare companies bringing in billions on the quarter. They should trade at least 20x. This is high quality that is severely and unjustly mispriced.

I hate JPM which is why I invested in them. Same thing with PLTR.

Why they even asking Jamie when he's going to leave? Dude gonna be at JPM stacking that cash and fat bonuses until he dies.

JPM CEO Jamie Dimon visited Palantir's DC Office today

>Some of America’s top bankers are warning that the president’s cap on credit card interest rates would prove disastrous for lower-income consumers and the US economy — not to mention their profits.
>Faced with President Trump’s proposal to slash their credit card interest rate fee income days before reporting fourth quarter earnings, senior executives for the nation’s four largest banks — JPMorgan Chase (JPM), Citigroup (C), Bank of America (BAC), and Wells Fargo (WFC) — all said they agree that affordability is an issue, but that limiting credit card interest rates isn’t the right approach to solve it.
>“An interest rate cap is not something that we would or could support, frankly,” Citigroup’s outgoing CFO Mark Mason said Wednesday during a call with reporters.
>Such a move would “likely result in a significant slowdown in the economy,” Mason said, adding that “affordability is clearly an important issue and one that we look forward to collaborating with the administration on.”
>“We're all in for affordability,” Bank of America CEO Brian Moynihan told analysts on Wednesday while presenting the argument why limiting credit card interest rates would have adverse effects.
>“If you bring the caps down, you're going to get restricted credit, meaning less people will get credit cards, and the balance available to them on those credit cards will also be restricted. And so you have to balance that against what you're trying to achieve on affordability,” Moynihan said.
[[Source]](https://www.yahoo.com/finance/news/big-banks-push-back-on-trumps-credit-card-cap-warning-of-significant-economic-slowdown-165046195.html)

Can we start a rumor that Sofi is being bought by JPM or something.

TOP 5 THINGS THAT BLEW ME AWAY (from the DRTS JPM presentation)

People!!! Silver is the future!!!! No matter how many time JPM tried to flash crash it, it just recovers in a single day and move higher. We are not at the top

BMEA – JPM CEO presentation just de-risked the story more than most people realize

In that context I keep wondering what happened to paper silver shorts? JPM has managed to switch up to being long.. what about others “too big to fail”? .. bailout by taxpayers again? What are other options besides societal collapse and/or frozen deposits? PM confiscation? Italy has recently asked their citizens to voluntarily declare their gold promising tax breaks when they need to sell 😂

I don’t love when JPM use paper leverage to manipulate metals nor do I like it when anyone does.
Puts and calls and the 375 paper ounces that exist to each one of physical is ludicrous.
I hope the fires come and the metal stays.

And, OP's 'low-float stock' analogy nails it.
Silver is like a microcap with giant short interest. Manipulation history (like JPM's $920M fine in 2020 for spoofing) adds credibility to OP's view.

Having read your comments, I’d go maybe WMT, JPM and maybe a REIT? Stuff not tech related