If I were the Federal Reserve Chair, at today's FOMC meeting, I would cut rates 50 bps Doing so would drive inflation lower. There are numerous reasons -- I'll discuss them in more detail tomorrow -- but this chart provides a hint...
Fearnley's: $VAL report a solid new jackup contract for the Valaris 144 yesterday: two years offshore Angola at gross dayrates of c. $200k (net $145k when spreading contract value across contract period and the lengthy mobilization – that’s very strong).
CHART OF THE DAY: US electricity generation from wind turbines fell in 2023 for the first time since the mid-1990s despite the addition of ~6 GW of new capacity, according to @IEAGov data. The culprit was lower wind speeds. Report: eia.gov/todayinenergy/… #EnergyTransition
Amazon, $AMZN, has suspended new US Green Card applications for foreign workers, per BI.
Anyone who read the latest Fed Beige Book and saw the ‘trading down’ effect would have known full well that Starbucks was going to miss. Sales fell -4% YoY in the first coffee drop since 2020. Early recession sign when households start brewing their own.
Here are the Japanese companies currently featuring in MSCI's World Quality index. Which Japanese companies are you bullish on? I'm currently researching: • Tokyo Electron • Advantest • Lasertec (my favourite) • Disco Corp • Maruwa (not on the MSCI list)
NVDA vs AMD in the last reported quarter. The green bar difference 💸💸💸
SUMMARY OF FED DECISION (5/1/24): 1. Fed leaves rates unchanged for 6th straight meeting 2. Rate cuts not appropriate until greater confidence inflation is heading to 2% 3. Fed notes "lack of further progress" toward 2% inflation goal 4. Fed to slow pace of balance sheet…
$MSFT $GOOGL We invest in Microsoft, not in Google. Why do we prefer Microsoft? 1. Better diversified business 2. Clear AI-goals 3. EPS & revenue is growing faster 4. More cloud revenue and higher growth rate 5. Satya Nadella is the better leader. Which do you prefer? Why?
The Bank of Japan has reportedly, though unconfirmed, performed an emergency Yen intervention, the second in 3 days, per Reuters.
2 million of the 160 million working people in the us are realtors and suddenly they will need to compete with each other instead of playing the 6% underemployment lottery. The best will be busier and the rest (more than half?) will have to look for other work. Hundreds of…
BREAKING: The 6% commission on buying or selling a home is gone. National Association of Realtors has announced a settlement with groups of homesellers, agreeing to end landmark antitrust lawsuits by paying $418 million in damages and eliminating rules on commissions.
[Tesla 1Q24 Earnings] Tesla anticipates increased sales for 2024 compared to the previous year. The company expects to accelerate mass production of the next-generation vehicles by the second half of 2025, utilizing existing production lines. Tesla plans to fully utilize its…
Beautiful advice for younger selves. +prioritise meaningful relationships with family, friends, and yourself +prioritise health > money or be someone else. +trust your instinct, go for more adventures +tell others you love them while they are around +know what is enough so you…
I found a guy who goes around the US asking 70 to 100-year-olds their: • Biggest Regrets • Biggest Lessons • Advice to their younger self Oddly enough, most of their answers are the same… Here are my top 8:
$META Q124 in one sentence "we should invest significantly more over the coming years to build even more advanced models and the largest scale AI services in the world." Probably nothing... -15% AH
US and Saudis Near Defense Pact Aimed at Reshaping Middle East Plan would offer incentives for Israel to end war with Hamas Agreement paves way for Saudis to get advanced weapons #oott bloomberg.com/news/articles/…
We live in a strange world. For some reason, Bloomberg will write about Chinese #coal production, but they will omit how production is actually faring this year. breakwaveadvisors.com/insights/2024/…
The $GEO Group, a small-cap operator of American detention centers, has impressed quite a few investors during these past twelve months.
United States Trends
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