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Dan Sheehan

@dansheehan9

I talk about stocks.
Director of Portfolio Management at Telos Family Office
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linkhttps://dansheehan.beehiiv.com/subscribe calendar_today06-03-2011 20:22:10

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JPMorgan $JPM released a list of 19 AI Resilient Software Stocks to Buy. Here are the tickers they mentioned: $MSFT $NOW $OKTA $TWLO $PANW $CRWD $ZS $S $SNOW $DDOG $VEEV $FROG

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Very interesting read form Ray Dalio X is now filled with doom and gloom on the markets. Ray Dalio’s Bridgewater added the following in Q4: • ~$695M $NVDA • ~$487M $GOOGL • ~$395M $MSFT • ~$388M $AMZN It’s hard to read such a well written piece, listen to all the calls

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WARNING 🚨: The biggest stock market crash in history is imminent warns Robert Kiyosaki, Rich Dad Poor Dad Author and the man who has predicted 50 of the last 2 stock market collapses 👻😱📉🫂

WARNING 🚨: The biggest stock market crash in history is imminent warns Robert Kiyosaki, Rich Dad Poor Dad Author and the man who has predicted 50 of the last 2 stock market collapses 👻😱📉🫂
Dan Sheehan (@dansheehan9) 's Twitter Profile Photo

US vs. The World: The Rotation Continues The statistics are striking. US stocks are off to their worst start of the year relative to global markets since 1995. While the S&P 500 has fallen 1% since January, an index tracking returns throughout the rest of the global economy has

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The U.S. Supreme Court may rule on tariffs this week, and J.P. Morgan's trading desk predicts sharply different market outcomes: • 64% chance: Tariffs struck down and immediately replaced → S&P 500 rises 0.1–0.2% after an initial 0.75–1% spike. • 26% chance: Tariffs

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US Q4 GDP GROWS BELOW EXPECTATIONS GDP: +1.4% vs. +3.0% expected Final Sales: +1.2% vs. +2.6% expected GDP Deflator: +3.7% vs. +2.9% expected PCE Price Index: +2.9% vs. +2.8% expected Growth slowed while inflation remained slightly higher than forecasts. December PCE

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The Highest-Paid Hedge Fund Managers in 2025 Steven Cohen, founder of Point72 has claimed the top spot as of the world's highest-paid hedge fund manager. Here are the top 10 earners from the past year per Bloomberg. I have also included the returns from their flagship funds👇

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The Supreme Court just struck down Trump's tariffs. Six to three. Chief Justice Roberts writing for the majority. IEEPA "does not authorize the President to impose tariffs." This is the scenario we flagged this morning. J.P. Morgan's trading desk assigned a 64% probability that

The Supreme Court just struck down Trump's tariffs.

Six to three. Chief Justice Roberts writing for the majority. IEEPA "does not authorize the President to impose tariffs."

This is the scenario we flagged this morning. J.P. Morgan's trading desk assigned a 64% probability that
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Stanley Druckenmiller explained how he compounded at 30% for 30 years straight. 30 minutes of incredible knowledge from the greatest investor of all time

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Could this Warren Buffett idea really cut the US budget deficit? Could republicans and democrats agree on this for the betterment of the countries finances? Let me know your thoughts? #tax #GDP #Tariffs

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Watch this instead of a 30 minute Netflix show. Stanley Drunkenmiller, the greatest trader of all time, and the man who compounded at 30% for 30 years drops some golden nuggets of investing knowledge