Investment Watch Blog

by Chris Black The stock has priced in 75 million cars delivered per year.  They were just a bit off that number.  You can’t be valued as much as every other car company on Earth combined, unless you sell more cars than every other car company on Earth combined.  Plus Ford makes more profit off … Read more

by Chris Black Part of the labor shortage is indeed that a lot of people have more money now than before the pandemic, but I think the main cause of the labor shortage is people realized during the lockdown that spending time with your family is better than working like a dog all year to … Read more

by Chris Black Look at those trannies bully this nerd. The right is pathetic.  Either go full fascist or do nothing.  If we were worthy we would be having protests outside those labs where they do transsexual experiments demanding they be shut down and all doctors inside put in prison. 🚨#BREAKING: Dozens of Netflix employees … Read more

by Chris Black Don’t be fooled.  The FBI is responsible for every police officer killed by black criminals due to hesitation to act.  The threshold is very low to trigger an FBI “civil rights” investigation when the suspect is black. As we saw with Derek Chauvin, you will not only be arrested, but also railroaded … Read more

by Chris Black A common misconception about the world I’ve noticed among Vaush and Destiny-type people is the belief that IQs have been rising for the past 200 years and continue to rise to this day.  In reality, Western IQs peaked during the Victorian Era.  World IQ has been dropping since 1950 and is projected … Read more

by Chris Black Build Back Better, Joe Biden’s campaign slogan, is the next phase of the Rabbi officiated unholy wedding of neoliberalism & communism; and it won’t cost you a dime according to the regime’s message whore, who has also stated that the modern equivalent to bread lines are a good thing. According to the … Read more

by Chris Black Correct instincts, subverted at every turn by bad actors, bad personnel, and bad decisions. Tucker Carlson said it best about Trump. He’s the guy that will tell you the problem, but he’s not the guy to take action. In the spring of 2020, Donald Trump’s ​defense secretary quashed a proposal to send … Read more

Democrats hold bare majorities in both chambers, but their spending and domestic policy priorities are being held up by infighting among the party’s progressive and moderate wings. Specifically, as Politico noted in a Monday report, the battle between Sens. Joe Manchin and Bernie Sanders is holding up President Joe Biden’s “Build Back Better” legislation that … Read more

by joeskunk Several days ago, I posted a chart flagging an opportunity with CIFR, which is now up ~15% today. However, there were several errors with the chart and presentation. Attached is an updated chart with corrections made and using the latest market data. Many thanks to the folks who commented on the initial post and offered … Read more

San Jose, California-based PayPal has recently approached Pinterest about a potential deal, the people said, asking not to be identified because the talks are private. The companies have discussed a potential price of around $70 a share, the people said. That would value Pinterest at about $45 billion for the entire company, including its Class … Read more

Quarles elaborates on why the Fed’s stance might have to change—if inflation expectations rise much further *or* demand runs hotter after what’s looking like a longer interval of supply disruptions, for example, from “additional fiscal programs currently under discussion.” pic.twitter.com/k5fqo8wfJn — Nick Timiraos (@NickTimiraos) October 20, 2021 Quarles: If inflation stays at 4% through "next … Read more

NEW YORK, Oct. 19, 2021 /PRNewswire/ — Nearly four years after legalizing recreational marijuana, California has finally opened the path to make smokable hemp and CBD-infused foods and beverages legal. Governor Gavin Newson signed the bill earlier this month to legalize the sale of consumables derived from hemp, creating a regulatory framework for the manufacture and sale of hemp products like smokable … Read more

by Wonderboi1995 https://purplefloyd.substack.com/p/at-and-t-analysis I started analysing AT&T and then stumbled upon the reason Burry is investing in Discovery. Here’s an excerpt: Warner Media should be worth at least ~$100Bn. AT&T will only own 71% of spin-off $100Bn(0.71) + 130Bn = $200Bn. AT&T current market cap = $180Bn…Not a HUGE discrepancy, but it’s undervalued using extremely conservative estimates. … Read more

https://twitter.com/libsoftiktok/status/1450877570971545606

Federal Reserve is saying inflation is “transitory”, theyll be cutting $120 billion in MBS and bond purchases by $15 billion a month (e.g. tapering the taper) and raise interest rates….none of which is possible or true. It will all be inflationary. The Federal Reserve cant raise rates and it will print more inflation when it … Read more

Ron Klain: Inflation is a “high class” problem. Jen Psaki: It’s a “tragedy” that your treadmill is delayed. Washington Post: Lower your “expectations” about the supply chain crisis. The Left – so out of touch. — Rep. Jim Jordan (@Jim_Jordan) October 20, 2021 Washington's new opinion? "Inflation is good, and it suggests how strong the … Read more