A hub for independent voices and hard truths
They are not buying stocks. The Insider Transaction Ratio has risen into 'bearish' territory. via @hmeisler pic.twitter.com/58B6BhJwxz — Daily Chartbook (@dailychartbook) October 15, 2024 h/t HighYieldLarry
by confoundedinterest17 Biden/Harris will be remembered for many things, mostly BAD. Uncontrolled immigration, crime out of control, endless wars, grossly incompetent government administrators, 200k+ missing immigrant children, etc. But wreckless inflation coming from insane government spending takes the cake. And …
A turbulent five days for markets, featuring rising tensions in the Middle East and a port strike that both started and stopped, was capped off by a better-than-expected September jobs report that helped stocks close marginally up on the week. …
Credit & stock markets pricing in 250bps rate cuts and 18% SPX EPS growth between now and end-2025…don’t get much better than that for risk so investors forced to chase. – BofA pic.twitter.com/OYr3EKJZbR — Win Smart, CFA (@WinfieldSmart) September 25, …
If $spx earnings estimates for 24 and 25 are rolling over, the multiple will need to contract. pic.twitter.com/WCBTrdsRCv — Michael J. Kramer (@MichaelMOTTCM) September 24, 2024 The Stock Market Could See A Sharp Pullback This Week https://t.co/Cj5LMVRzRq #MACRO: $SPY, $QQQ, …
The United States' 33 million small businesses employ about 46% of all private sector employees, according to the Small Business Administration, and were responsible for 70% of net new jobs since 2019. — unusual_whales (@unusual_whales) September 11, 2024 37% of …
Look at these two charts and explain to me how it is possible that "inflation expectations" (whatever the f*** those are) are under control? Americans earn fewer dollars than they have in 80 years, and their desire to hold those …
This could be the stock market’s most important week of the year as investors await Nvidia’s second-quarter earnings results on Wednesday, according to one Wall Street analyst. Wedbush analyst Dan Ives called the imminent Nvidia results the “most important tech …
As we approach $NVDA earnings next week here are some concerns: This company’s stock appears to be heavily overvalued based on the metrics provided. The P/E 76 and P/S 24 ratios are extraordinarily high, suggesting that the market has very …
I now predict something that is not priced into ANY Wall Street earnings model: A secular Tech recession. I base this on the fact that the Cloud outsourcing bubble that began during the pandemic is now four years old and …
41% of Russell 2000 companies now have negative earnings This number is up more than 2x since 2006 And is comparable to levels seen during the peak of 2008 Financial Crisis This is not sustainable pic.twitter.com/CTN5a9ayaw — Bravos Research (@bravosresearch) …
There are signs of exhaustion in margin expansion, prompting investors to seek more clarity about the earnings impact from heavy capital expenditures (capex) on AI. This trend has been noted by analysts, such as Konstantinos Venetis from TS Lombard, who …
Airbnb shares dropped 14% in after-hours trading after the company reported second-quarter earnings that missed analyst expectations and warned that it’s seeing signs of slowing demand from U.S. customers. Here’s how the company did compared to LSEG estimates for the …
$MSFT Microsoft Q4 FY24 (ending in June): ☁️ Azure +30% Y/Y fx neutral (vs. 31% in Q3). • Revenue +15% Y/Y to $64.7B ($0.3B beat). • Gross margin 70% (-1pp Y/Y) • Operating margin 43% (flat Y/Y). • EPS $2.95 …
McDonald’s missed second-quarter earnings and revenue estimates. The company’s same-store sales fell for the first time since the fourth quarter of 2020. McDonald’s is leaning on value meals to bring back customers as it deals with a worsening consumer pullback. …
Small caps have seen substantial downside earnings revisions this year. pic.twitter.com/yOyoCRjzHy — Piker Capital (@PikerCapital) July 18, 2024 Earlier this week, 72% of Small Cap Stocks were trading above their 200D moving average, the most in 3 years pic.twitter.com/6SLq3pFIJw — …
The S&P 500's price to peak earnings ratio has moved up to 25.9, its highest level since 2000 and 50% above the historical median. $SPXhttps://t.co/l5IYmkf6Ih pic.twitter.com/DFI74St163 — Charlie Bilello (@charliebilello) July 17, 2024 Nasdaq Large Engulfing candle, followed by a …
Tech earnings are bracketed by Netflix this Thursday and Apple two weeks later with most of the other mega caps in between, except Nvidia which is off cycle. This earnings period is the lowest liquidity period of the year due …
Recent earnings reports from major US banks have been disappointing, which has led to a decline in their stock prices. For example, JPMorgan Chase’s stock fell more than 5% after the bank forecasted lower-than-expected full-year income from interest payments. Similarly, Wells …
Why is he selling? Does he know the next earnings reports are coming back to reality? We don't want to finally get regulators looking at the grift too closely. https://t.co/aVMhCLsGL9 — Uncle Milty’s Ghost (@his_eminence_j) June 27, 2024 This month’s …
Tech is the most overbought since August 2020. And then it dropped straight line -15% back to the 50 dma. pic.twitter.com/4GI2YPnfEr — Mac10 (@SuburbanDrone) June 18, 2024 In April, semis rolled over with the rest of the Nasdaq. This time, …
It’s going to be a MASSIVE day for tech — curious to see which direction the top semiconductor valuations will go after todays report https://t.co/NpVMBx97vN — Shay Boloor (@StockSavvyShay) May 22, 2024 $NVDA earnings today! The odds are in favor …
The S&P 500 is near an ATH while the S&P 500 Earnings Yield has collapsed and is at 2008 levels and still moving lower. 👇🏼 But please, tell me how all this is bullish. pic.twitter.com/PCS1zak6lz — Kalani o Māui (@MauiBoyMacro) …
But the stock market broke 40,000! Inflation flattens Americans’ wealth gains under Biden: report The move was widely expected after the PBOC left another medium-term facility rate unchanged last week. Both rates were kept at record lows, as Beijing sought …
In a quarter marked by challenges, Apple’s latest financial report unveils a surprising resilience, defying expectations and igniting investor enthusiasm. Despite a turbulent market and fierce competition, the tech giant showcases strength in key sectors, signaling enduring potential amidst adversity. …
CVS’s staggering 50% drop in first-quarter net income rattles markets, raising concerns over consumer resilience and economic stability. BREAKING: CVS Pharmacy stock, $CVS, crashes 13% after posting a massive earnings miss and lowering guidance. CVS' net income fell to $1.12 …
Today's earnings include Intel, $INTC, Google, $GOOGL, Microsoft, $MSFT, Snap, $SNAP, $ROKU, and more.https://t.co/lNGVHeG6RW pic.twitter.com/sjnPDmr4Id — unusual_whales (@unusual_whales) April 25, 2024 Of course, these stocks added trillions of market cap in their run ups to new all time highs. However, …
Tesla’s recent earnings stumble, coupled with its first year-over-year sales drop, casts a shadow over the electric vehicle giant. Despite bold initiatives like the Cybertruck launch and pricing adjustments, revenue plummeted by 9% in Q1, prompting investor alarm. Despite Tesla's …
Tesla reports biggest revenue slide since 2012 https://t.co/fhOKgR5VEW — The Coastal Journal (@1CoastalJournal) April 23, 2024 Tesla, once hailed as a pioneer in the electric vehicle market, finds itself navigating turbulent waters with a 9% revenue decline in the first …
