A hub for independent voices and hard truths
I just want to put this Bessent gem here on top of @MacroEdgeRes post since it makes such a good combination to print and frame https://t.co/FEf2aMHE20 pic.twitter.com/VIKqyT3mkd — JustDario 🏊♂️ (@DarioCpx) April 29, 2025 BREAKING: CEOs are telling their investment …
S&P 500 earnings revisions have hit extremely negative levels pic.twitter.com/6cbNSE4GHa — Markets & Mayhem (@Mayhem4Markets) April 29, 2025 Is this all just a bear market rally? Time will tell. The average bear market rally lasts 44 days and yields a …
S&P 500 earnings are expected to grow 11% this quarter and another 26% next year. We better hope there’s no recession, because if there is, a sharp downgrade in earnings estimates could be a real drag on the market, in my …
via WSB: $GOOG's call just wrapped up. Stock started the call up 3.5% and finished the call up 4.5%. • Stock up because the results and guidance were ahead of whispers that Search was going to be a miss. • …
Analysts lowering earnings forecasts right before companies report, then calling it a ‘beat’ when they come in just above those lowered expectations is a game that’s been played forever. 👇🏼 Focus on Sales and Revenue numbers instead of EPS. Those …
Retail dip buyers may vanish when reality finally lands. Given how overpriced the U.S. stock market is, and the severity of the coming recession and earnings decline, it still has a long way to fall. In fact, despite the decline, …
Earnings season is about to kick off, with notable names like $ASML, $TSM, and $NFLX Which are you looking forward to the most? pic.twitter.com/bYucaF71vu — Investing visuals (@InvestingVisual) April 13, 2025
RH: "For context, in 1978 there were 4.09 million existing home sold when the U.S. had a population of 223 million. Contrast that to 2024 where 4.06 million existing homes sold with a population of 341 million, and it illustrates …
Downward #earnings revisions have been outpacing upward revisions. As you know,we have been stating for quite a while that #estimates were way to high and would have to adjust lower for #economic realities.H/T @sentimentrader pic.twitter.com/rzDVOxozSy — Lance Roberts (@LanceRoberts) March …
The collapse of Snow White at the box office has become one of the most disheartening stories in recent Hollywood history. Disney’s once-golden brand now seems to be drowning under the weight of woke culture and mismanagement. The numbers are …
Wall Street has NO IDEA what's coming.$NVDA's Q4 earnings dropped some SERIOUS bombshells. Don't say I didn't warn you: pic.twitter.com/rbvDfcdhEG — Alex (@TickerSymbolYOU) March 2, 2025 The law of diminishing returns is hitting OpenAI's GPT-4.5 here apparently pic.twitter.com/ACFrtg7k1p — Markets …
The company also issued a full-year 2025 adjusted earnings outlook of $5.75 to $6 per share, which was in line with Wall Street’s expectations. But CVS did not provide a revenue forecast for the year. It caps off the first …
$SMCI business update: 💩Miss on both EPS and revenue (unaudited)💩Confirms receipt of both DOJ and SEC subpoenas💩Still no 10K or 10Q 💩Cut forward guidance 💩$700M of dilution💩Fourteen days away from delisting💩Swears they'll file 10K (which was due last August) by …
We’ve surpassed the Dot Com bubble peak, when considering M2 Money Supply. And now, Japan’s 2-year yield is spiking. Prime Minister Shigeru Ishiba is probably checking in to ensure the BoJ’s collapse of the Yen carry trade is on track …
CNBC’s Jim Cramer on Friday told investors DeepSeek might not pose as serious a threat to Nvidia ’s sales as many investors feared this week, saying the Chinese artificial intelligence startup may not have told Wall Street the full story …
25% of $TSLA earnings came from a $1.5b investment? What the heck happened w the rest of their business? — Kolby Smith (@Kolby_Smith) January 30, 2025 $TSLA 7% operating margins but it's not a car company OK MR MARKET LOL …
January 27: AT&T Inc. (Q4 2024) Nucor Corp. (Q4 2024) Ryanair (Q3 2025) W.R. Berkley Corp. (Q4 2024) SoFi Technologies Inc. (Q4 2024) Alexandria Real Estate Equities Inc. (Q4 2024) Graco Inc. (Q4 2024) Equity Lifestyle Properties Inc. (Q4 2024) …
The owner of UnitedHealthcare reported record full-year revenue but lower profits for 2024, just weeks after the brazen killing of a top executive inflamed the national ire against insurance companies. Why it matters: It’s the first earnings report for UnitedHealth Group since Brian Thompson’s killing …
Remember how I warned you all that after the election, we'd suddenly start getting "surprise" and "unexpected" downward revisions on all of the allegedly glowing economic numbers? 😎 Now watch corporate earnings and forward estimates revise down. — Uncle Milty’s …
This chart is eye-opening: The S&P 500 has seen modest growth in corporate earnings compared to its notable price appreciation since 2023, the year where, among other things, ChatGPT was released. pic.twitter.com/N03i8gn7Bs — Otavio (Tavi) Costa (@TaviCosta) December 23, 2024 …
Insider selling is highly correlated w/ disappointing corp earnings over the following 12 months Makes sense: insiders understand their companies' future prospects better than anyone Insider selling is at an extreme high now, so…..? (h/t @jessefelder) pic.twitter.com/vD72DH7ffL — Adam Taggart …
WARNING: Small business earnings are contracting sharply This is typically seen heading into economic downturns pic.twitter.com/pxrdn3cxzP — Bravos Research (@bravosresearch) November 20, 2024 Small business earnings are sharply contracting, a clear warning sign of an impending economic downturn. The NFIB …
S&P 500 2025 earnings and margins are starting to come down. #earnings #sp500 pic.twitter.com/B8YEVDsdpp — Michael J. Kramer (@MichaelMOTTCM) November 1, 2024 Supercore PCE back to 2.9% on a 3-month annualized rate. pic.twitter.com/PTAYPpZgk0 — Michael J. Kramer (@MichaelMOTTCM) October 31, …
If Nvidia’s results are cooked, it could trigger the biggest market correction since the dot-com bubble. IF Nvidia financial results are cooked (or any of their major customers – many of which are receiving federal funds)… It would be the …
Quarterly Results: Alphabet Inc. announced Q3 2024 financial results. Total Revenue: $88.3 billion, a 15% year-over-year increase. Google Services: Revenue increased 13% to $76.5 billion, driven by: Growth in Google Search and other services. Increased subscriptions and device sales. Strong …
Nvidia earnings date is now official – November 20 https://www.wallstreethorizon.com/nvidia-earnings-calendar
