Our first release to Vision - our new asset research desk - arrives on Saturday #MacroEdge
The most powerful investing lessons I've ever learned are counter-intuitive. That’s logical - if they were intuitive, I would do them naturally. Here are 7 counter-intuitive investing lessons I had to learn the hard way:
Here's my conversation with Tulsi Gabbard (@tulsigabbard) all about war, geopolitics, and the military industrial complex. It's here on X in full, and is up on YouTube, Spotify, and everywhere else. Links in comment. Timestamps: 0:00 - Introduction 1:07 - War in Iraq 8:53 -…
Dominion awaits, come be a hero! Like the man said: heroes get remembered, but legends never die. Step up to the plate in Hero Wars and start swinging👇
Bullish if sales and marketing are getting canned?
These are not serious people but they never have been…
🔴 FED'S BOSTIC: I THINK WE WON'T BE BACK TO 2% INFLATION TARGET UNTIL 2026.
Soft data (less reliable) has surprised to the upside a lot more than the hard data (more reliable) since the start of the year.
Cybersecurity remains remarkably resilient despite macro challenges The 16 'cybersecurity titans' have raised their forecasts after beating the best-case scenario last quarter ( $MSFT not included bc they don't break out cybersec revenues) $NET $CRWD $S $ZS $PANW $OKTA $FTNT
Great one-pager report on the state of cybersecurity by Canalys! Cybersecurity revenue benchmark grew 17.6% and profitability by 55% in Q3 2023 despite persisting macro-economic uncertainty and customers heavily scrutinizing all spending, while ransomware grew last year. The…
$PANW valuation exercise. Not investment advice. A quick sum-of-parts relative valuation using $CHKP, $ZS, and $CRWD. Simply just add up each ones market cap and compare the total against $PANW.
Watch Former Principal Dancer Lauren Lovette reflect on Jerome Robbins' Interplay, and discover why it held a special place in her repertory: youtube.com/watch?v=9ieEG1… Catch Interplay this spring on our Classic NYCB II program: nycballet.com/classicnycb2sp…
🤖 Aime summary: "The top 10 largest stocks in the world have increased in value, ending Q1 with a combined worth of $17.36 trillion, up from $15.50 trillion at the start of the year. This growth indicates a positive..."
The top 10 largest stocks in the world ended Q1 worth a combined $17.36 Trillion up from $15.50T at the start of the year
Here's the macro calendar for this upcoming week I don't think there's enough Fed presidents speaking
(0/25) Here's a list of 25 YC companies that have trained their own AI models. Reading through these will give you a good sense of what the near future will look like.
Today data on wage growth, inflation, and spending is a step back in the Fed's shift to easing. Each is a little too high for the Fed to think either inflation is beat or the cycle is turning. Nominal wage and salary growth pretty stable at elevated levels:
Why do you own (and keep buying) iPhones? If multiple reasons apply, choose the one you feel most strongly about.
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