Over 20% of S&P 500 companies mentioned AI on their earnings calls
Easiest way to inflate the executive team’s compensation package is by pumping the company’s stock price and saying AI is like crack for the markets. h/t TonyLiberty
calls
Forward P/E of 50 largest stocks has increased 30% since October. Investors are buying calls like no tomorrow!
Since S&P 500’ s October low, forward P/E of 50 largest stocks (blue) is up by 30% … there hasn’t been any gain in forward EPS (orange) over same timeframe[Past performance is no guarantee of future results] pic.twitter.com/x46OMr9Ufe — Liz Ann Sonders (@LizAnnSonders) June 16, 2023 Source: Goldman Sachs — Markets & Mayhem (@Mayhem4Markets) June …
Tesla’s market value has surged 116% since Miller’s bearish calls.
via businessinsider: Elon Musk poked fun at the legendary investor Bill Miller for shorting Tesla stock when it was less than half its current value. In a tweet on Saturday, the Tesla and SpaceX chief replied with a laughing emoji in response to a CNBC interview in early January in which Miller said that he …
WEF Calls for AI to Rewrite Bible, Create ‘Religions That Are Actually Correct’
A top official with the World Economic Forum (WEF) has called for religious scripture to be “rewritten” by artificial intelligence (AI) to create a globalized “new Bible.” Yuval Noah Harari, the senior advisor to the WEF and its chairman Klaus Schwab, argues that using AI to replace scriptures will create unified “religions that are actually correct.” Harari, …
Yellen the Felon calls consumers binging on credit evidence of a “strong economy.” What happens when tapped-out Murican debt donkeys start defaulting on their soaring credit card bills?
🤣🤣🤣🤣🤣🤣🤣 https://t.co/oxH5lDpA4H — Darth Powell (@VladTheInflator) June 8, 2023 US credit card delinquency rates are currently at "normal" 2019 levels but there are some ominous signs for the consumer credit market. Are we going to see a "newly prime" lending crisis this time? pic.twitter.com/i2xDXpNY3Y — Boaz (@sobradob) June 1, 2023 Credit Card Debt Keep Surging …
History is repeating… Investors are piling into calls; Equity risk premium getting smoked
Spread between S&P 500's forward earnings yield and 10y U.S. Treasury yield has fallen to lowest since mid-2007 pic.twitter.com/n3yxB1MylX — Liz Ann Sonders (@LizAnnSonders) June 8, 2023 Investors are piling into calls Intraday put/call ratio reached levels not seen since July 2021 pic.twitter.com/ngjgLv8Gds — Bravos Research (@bravosresearch) June 8, 2023 https://twitter.com/NorthmanTrader/status/1666851230503645192 Apple cuts Vision Pro …
Saudi Calls Putin to Make Big Time Deals Immediately After Blinken Visit
by Chris Black Jared Kushner’s Israel deal with the Arab states is dead in the water, probably in the medium term, definitely in the long term. This is just basic math. Everyone on earth outside of the “international community” sees that the United States is a power in absolute decline, and a sinking ship they …
EPIC: Pastor Calls Out School Board
Epic ending (1:15). "That makes two of us" pic.twitter.com/GXYEMRkZT6 — illuminatibot (@iluminatibot) June 1, 2023 h/t Tonight We Ride!