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🍩 Dunkin Donuts was the big winner yesterday

🍩 Dunkin Donuts was the big winner yesterday

🏈 Also, the Chiefs

Wyatt from Alts
12 Feb

Friday, Benedict showed you how to bet big on Boeing (shares) crashing and burning this spring.

My flight to Mexico this week, probably.

Check out the report

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The Destiny Tech 100 is designed to be a portfolio of the Top 100 high-growth companies
Invest in private tech unicorns like OpenAI, SpaceX, and Stripe
Anyone can invest through a brokerage account when it lists

Destiny is building the world's first exchange-listed product for secondaries.

DXYZ plans to list on the New York Stock Exchange in March.

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In the meantime, Alts subscribers can sign up to get a free share in the coming weeks.

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📰 Market Headlines

*past 24-hour performance

The S&P broke 5,000 last week and finished the week up 1%. The Nasdaq topped 2% while the Dow Jones was up slightly.
Bitcoin continues to moon, topping $48k over the weekend, while both gold and oil went sideways.
Big week for the big picture: The CPI comes out Tuesday along with jobs data. Consumer sentiment, the PPI, and housing starts are out Friday.
Congrats to the Chiefs and Swifties, and condolences to my dad, a big-time 49ers supporter.

🕶️ Market Vibes

🎰 Market Forecasts and Futures

21% of traders STILL think the Fed will cut rates in March. The number on Kalshi is much closer to reality.

The CME also still shows six full rate cuts in 2024 as the most likely outcome. It’s four on Kalshi. I think 2 - 3 is right.

Easy money there if you want it [disclosure: I have tiny positions on No rate cuts in March and between one and three rate cuts in 2024.]

😱 Fear and Greed Index

🧠 What do you think?

🏆 No NFL team has ever won three Super Bowls in a row.

Will the Chiefs do it next year?

🎤 What you said last time

Everyone who chose BTC is up $1,500 over the weekend 👍️.

One Bitcoin

“20% GOLD - 80% BTC would also be a good play. I even propose a better one: 10% GOLD - 10% SILVER - 50% BTC - 20% ETH - 5% ATOM - 5% FIL”

“If I had to choose, even if Bitcoin seems a bit like buying air or something not real. . . .things are only as valuable as the market says”

One kg gold:

“Gold will definitely have increased in value in 10 years' time; not so sure about Bitcoin. As Bill Gates said, "unless you're as wealthy as Musk - watch out"

📈 Trends you need to know

Search results are from our friends at Glimpse, my favorite way to spot trends.

I don’t know if it’s a good sign that people are taking cyber security seriously or if it’s a bad thing they don’t already.

📊 Stocks

Want to invest like Buffet? With Public.com, you can emulate Berkshire Hathaway’s portfolio with just a few clicks.

Winners and losers

Earnings, upgrades, and acquisitions

Take-Two Interactive, the publisher of GTA, cut its guidance. Shares down nearly 10%.
Pinterest, which I didn’t know still existed, missed estimates. Shares down about 10%.
Expedia also missed badly. Shares down more than 17%.

Market movers

Former Amazon CEO Jeff Bezos sold of $2 billion worth of shares with more sales to come.
Tesla cut prices by $1k on Model Y vehicles.
Nvidia plans to spend up to $1 trillion on data centers over the next four or five years.
Meanwhile, OpenAI CEO Sam Altman could be raising up to $7 trillion to build out AI chip supply.