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Lockout rally is a real possibility. The market doesn't care what you think & its job is to fool the majority of people. Folks were already cautious into that VIX 65.73 Monday and then became outright fearful last week. Too many are rationalizing it as not real fear today.
Twenty-something knowledge workers are pretty much all using generative AI tools, finds a survey out Monday from Google Workspace. axios.com/2024/11/25/gen…
Bessent’s nomination is a sign that Trump may not go “full on” on the most inflationary pieces of policy, including tariffs. ft.com/content/296efc…
This may be the reason why Walmart keeps saying HIGH INCOME consumers are shopping at its stores. It still defies logic to me that they would venture out of their way to neighborhoods where Walmarts are located. Maybe it’s mostly online orders. instagram.com/reel/DCP9J6Iy-…
There is now a slew of companies that have fundamentally underperformed this year but have now traded up into high stock prices; said companies will have to face a reality check come 1H25.
$RDDT Advance Magazine is seeking to establish a credit facility and will be offering 7.8 million shares for $145.38 to $148.54 each, which would be valued at as much as $1.2 billion. finance.yahoo.com/news/advance-m…
“Our topline growth further moderated quarter-on-quarter amid intensified competition and ongoing external challenges.” PDD is feeling the reverse heat from BABA JD
$SBUX Niccol does have a Yum relationship... reuters.com/business/retai…
Alibaba international chief Jiang will oversee entire commerce unit. bloomberg.com/news/articles/…
Howard Marks talking good sense. Must listen. youtube.com/watch?v=DSpo39…
$BA Boeing to overhaul employee incentive plan and delay R&D spending wsj.com/business/airli…
Luxury brands are doubling down on their stores in top locations: 1. Via Monte Napoleone 2. Upper Fifth Avenue 3. New Bond Street 4. Tsim Sha Tsui 5. Avenue des Champs Élysées 6. Ginza 7. Bahnhoftstrasse 8. Pitt Street Mall 9. Myeongdong 10. Kohlmarkt cnn.com/2024/11/20/bus…
A legend who forever changed the game 🎾 thank you for playing 🙏 Farewell, Rafael Nadal: it was my pleasure to know one of sport’s most gracious champions theguardian.com/sport/blog/202…
$SNOW now comes the harder part; the second leg off the low base really depends on execution.
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Who to follow
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Robert Miner
@BobAtDT -
Hidden Monopolies
@HiddenMonopoly -
Dan Rosenblum
@sharkbiotech -
Options Wizardry
@OptionsWizardry -
Cam Hui, CFA
@HumbleStudent -
Mark Bunting
@MarkBunting_ -
Mojo Ryzan 55
@Ryzan55 -
Prosperity_Maestro
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MajorTom
@HFMajorTom -
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@edmundsullivan -
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@fundiescapital -
Mjohn
@mjohn707 -
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@Globalmess65 -
Nancy Boots Davison
@GdaytoYou -
Dan McHale
@dpmchale
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