Totally agree. I talked about the 3 signs of a coming earnings recession here:https://t.co/PM3J75GJk4 — Mosaic Asset (@MosaicAssetCo) December 21, 2022 Recession probability model from @NewYorkFed has climbed beyond its 2020 peak (by narrow margin) and is now at its …
by Player896 So to start things off here is how the Fed would usually react to weakening economic conditions: Economic activity is weakening -> the Fed will ease financial conditions in order to minimize the economic pain The impact of rate …
by confoundedinterest17 Alarm! The inflation numbers are out for October and they still stink (headline inflation still sizzling at 7.7% YoY). But the number that really irks me is … REAL average hourly earnings growth is at a horrifying -2.8% YoY …
by Chris Vermeulen of The Technical Traders As a trader and investor looking to pull money out of the market regularly, the only thing you are really looking for is the price of the investment you bought or sold-short to move in your …
https://www.cnbc.com/quotes/META/ Zuckerberg doesn’t have any good ideas to steal and is cancelling himself. – Meta reported a second straight quarterly revenue decline and is forecasting another drop in the fourth quarter. – The company’s Reality Labs division, which houses its …
pic.twitter.com/GtRGjPM5Nk — Michael J. Kramer (@MichaelMOTTCM) October 3, 2022 Global manufacturing bellwethers Korea and Taiwan stockmarkets breaking further lower pic.twitter.com/CxXayGGmM3 — Topdown Charts (@topdowncharts) October 3, 2022 Ocean freight orders are signaling a big drop in consumer demand
If earnings growth falters from 10% to zero (a not-unlikely scenario), the fair value of the S&P 500 (at 14.3x fwd EPS of $220) would be 3146, or another 15% below last week’s close. /2 — Jurrien Timmer (@TimmerFidelity) September …
by confoundedinterest17 Joe Biden is without a doubt the worst communicator in Presidential history. Here is clip of him explaining how wonderful the US economy is under his leadership. 0% CPI growth in July after a great jobs report where 528k jobs …
by confoundedinterest17 The media is thrilled with today’s jobs report showing a sizzling 528k jobs added to the US economy. And with that, the media is cheering that recession fears are shrinking. But hold on a second. First, while 528k jobs …
Twitter said it faced $33 million in costs during the quarter related to the acquisition. In addition to Musk’s deal, the company cited “advertising industry headwinds associated with the macroenvironment.” TWITTER MISSES ON EARNINGS, CITES ELON MUSK ACQUISITION ‘UNCERTAINTY’ AS …
We were expecting a significant drop in Philly Fed future activity expectations @quillintell – this certainly hits the mark. Hasn't been this low since 1979. And the Fed is just getting started. Industrial Recession is likely in full swing. pic.twitter.com/D9B40vp5bR …
Entering ECB/FOMC/Tech Earnings amid the lowest liquidity of the year. Market is back to overbought. Bulls, let it ride. pic.twitter.com/nDFmrw8GbG — Mac10 (@SuburbanDrone) July 20, 2022 This is why sentiment and positioning no longer matters – because the biggest seller …
pic.twitter.com/ZWyTEiii8M — Financelot (@FinanceLancelot) July 18, 2022 Today we learned that homebuilder confidence is collapsing at the fastest pace on record. Via U. Mich. data we can see WHY home BUYERS think now is a BAD time to buy. Home …
by confoundedinterest17 April’s inflation numbers are out and, at first glance, inflation seems to be cooling from 8.5% YoY in March to 8.3% YoY. But the headline inflation numbers do not accurately reflect the pain and suffering of American households. Food …
Berkshire's earnings fell 55% this quarter and the market has only fallen this far. pic.twitter.com/BrnPTATD1r — Financelot (@FinanceLancelot) April 30, 2022 https://twitter.com/TeddyVallee/status/1520520198570356745 #WarrenBuffett has been buying the dip! pic.twitter.com/X711npcPzp — jeroen blokland (@jsblokland) April 30, 2022 Stock bulls look to …
Apple’s revenue grew nearly 9% year over year during the quarter ended in March. But shares fell nearly 4% in extended trading after Apple CFO Luca Maestri warned of challenges in the current quarter, including supply constraints that could hurt …
Alphabet reported weaker-than-expected earnings and revenue for the first quarter on Tuesday. The stock slid about 5% in extended trading. Here are the results: Earnings per share (EPS): $24.62 per share, vs. $25.91 expected, according to Refinitiv Revenue: $68.01 billion, …
by Chris Black It must be nice to be Elon and know you can just make up any number you want and report 100% fraudulent results, and not have to pay any consequences. How has any positive result not been …
by confoundedinterest17 Feeling hot, hot, hot! Inflation, that is. US real average weekly earnings growth YoY is down to -3.60%. That is the lowest since 2007 and is worse than The Great Recession and financial crisis of 2008. And look at this …
by confoundedinterest17 The US inflation numbers were released this morning and they are grim. Inflation YoY grew to 8.5%. With 8.5% YoY inflation, REAL average hourly earnings growth fell to -3% YoY. And with The Fed intent on extinguishing their …
by jessefelder About five months ago, after the stock market started to correct last fall, I suggested in a blog post the weakness might be due to the fact that it was increasingly looking like there might be an earnings recession on …
By Lance Roberts An earnings reversion is coming. In“earnings estimates will disappoint,” we showed the extreme bullishness of estimates entering 2022. “Despite economic growth weakening as inflation increases, liquidity reducing, and profit margins under pressure, analysts continue increasing their earnings estimates. …
by confoundedinterest17 Today’s jobs report is a mixed-bag. According to the February Bureau of Labor Statistics (BLS) report … The good: 678k jobs were added. The bad: Month-over-month wage earning experienced 0% growth (although YoY growth declined to 5.1%). The ugly: inflation is …
https://www.bloomberg.com/news/articles/2022-02-08/cathie-wood-dumps-142-million-of-twitter-stock-before-earnings Cathie Wood stepped up selling of social media platform Twitter Inc. shares days before its earnings. Wood’s firm ARK Investment Management LLC sold nearly 4 million Twitter shares on Monday, the most in one day since at least May, …
$spx vs junk bonds pic.twitter.com/UVZqhyEIoO — Álvaro Oviedo (@alvoviedo) February 7, 2022 $spx earnings pic.twitter.com/2b5rq3nSlz — Álvaro Oviedo (@alvoviedo) February 7, 2022 U.S. inflation is expected to hit a multidecade high in January https://t.co/2LCqTduV5a — WSJ Central Banks (@WSJCentralBanks) February …
by catbulliesdog Imho the single worst piece of news out of that mess last night was that the Apple privacy setting changes would knock $10B off of FB revenue. To me this means two things: Facebook doesn’t control its own revenue …
https://twitter.com/MilwaukeeBonds/status/1488989323076775943 $FB lost daily users for the first time ever last quarter. — unusual_whales (@unusual_whales) February 3, 2022 $FB -$195B market cap loss could be largest single stock wipeout in history. pic.twitter.com/JHL7XZ3zi6 — Gary Black (@garyblack00) February 3, 2022 FACEBOOK …
