Independent thinking for complex markets and current events
Wow, why is Buffett & team selling out of these massive names? https://t.co/oWLHPOhKzx — Jon Brooks (@jonbrooks) February 17, 2026 ‼️The largest US stock buyer since 2009 is STEPPING BACK: Combined buybacks by Amazon, Alphabet, Microsoft, Meta, and Oracle fell to $12.6 billion in Q4 2025, the lowest in 7 YEARS. This marks the 3rd …
BREAKING: President Trump says executives of US defense contractors will no longer be allowed to make more than $5 million unless they build "new and modern production plants." Trump also says he is banning dividends and stock buybacks for defense companies until these problems… pic.twitter.com/0pDiWBZbXz — The Kobeissi Letter (@KobeissiLetter) January 7, 2026
Apple spent $750B on buybacks for 10yrs and Tim Cook is overrated. by inwallstreetbets “Just imagine Apple had reduced buybacks and spent more on focused R&D in order to deliver on-device AI with more intelligent Siri…. The market cap. would be higher than $4T (Probably, a lot higher than NVDA). Given the fact that Microsoft, …
The insiders are cashing out. The leaders are walking away. They see something coming that the public has not felt yet. Insiders are still dumping their holdings. The biggest transactions in the past few weeks are sell-only. This isn't a good sign. pic.twitter.com/2GHWk1HfVV — Ted (@TedPillows) November 8, 2025 A slump in stock buybacks could …
Apple delivered $94 billion in revenue in Q3 2025, up nearly 10 percent year‑on‑year, and posted earnings per share of $1.57, above expectations. “Apple shares fell after the company trimmed its stock buyback program … ‘The $100 billion buyback announced is below the $110 billion announced a year ago, which we found as a bit of a head‑scratcher,’” said …
The Treasury quietly redesigned its bond strategy in plain sight. Scott Bessent said the Treasury has “a big toolkit” to stabilize markets if the Fed refuses to act.https://www.bloomberg.com/news/articles/2025-04-14/bessent-says-treasury-has-big-toolkit-if-needed-for-bond-market He also warned that yields have become too high: “It wouldn’t make sense for the government to ramp up sales of longer‑term securities given where yields are …
U.S. Companies are buying back stock at the fastest pace in history 🚨🚨 pic.twitter.com/ftNXyp6RTW — Barchart (@Barchart) May 7, 2025 🚨This has NEVER happened before: Retail investors have been buying US equities for 21 weeks STRAIGHT, the longest streak EVER. This significantly beats the previous record of 10 consecutive weeks before the 2022 BEAR MARKET. …
“What’s being proposed: The U.S. Treasury is floating the idea of buying back older debt securities. This is essentially a form of yield curve intervention a tool to inject liquidity, support market function, or steer duration risk away from the private sector. This is not QE in the traditional sense, as the Fed isn’t involved …
Berkshire Hathaway CEO Warren Buffett recently ended a six-year streak of stock buybacks for the company. While the company regularly participates in stock buybacks, it did not do so during the third quarter, according to Securities and Exchange Commission filings. Despite having over $325 billion in cash reserves, Buffett opted not to use that cash …
“The corporate cure is always the same—lay off workers,” said one critic. “Stock buybacks and layoffs are joined at the hip. It’s time they were outlawed entirely.” The manufacturing giant Boeing, under the leadership of new CEO Kelly Ortberg, announced Friday that it will axe roughly 10% of its total workforce in the coming months, …
Despite a surge in corporate buybacks, executives are offloading stock at a pace unseen in over a decade, raising concerns about underlying market sentiment and future prospects. The dwindling percentage of publicly traded firms witnessing net purchases from their executives, plummeting well below historical averages, suggests a departure from the norm in a healthy market …
The current VIX level of 13 reflects a hesitancy among investors to take a bearish stance on the prominent Big 7 stocks. Global corporate buybacks, on a downward trajectory since 2019 despite heightened volatility in inflation and interest rates, may indicate a erosion of savings. As downgrades to U.S. earnings estimates persist for nine consecutive …
Stock Buybacks around the world have plunged to a 7-year low pic.twitter.com/QZzDD97Jwt — Barchart (@Barchart) November 1, 2023 With the rapid rise in yields since the federal reserve's last meeting, they are unlikely to change their policy stance given the rise in yields "naturally" tightens the economy. Goldman has estimated that the recent rise in …
by winterc1 Apple has one of the weirdest financial statements in the stock market, with PBR=45 and PER=30. This means the company’s yearly profit is greater than the equity it holds. In fact, despite being one of the most profitable company in the world, Apple’s equity has decreased from $140B (Dec. 2017) to $60B. Why? …
