Nicholas Brown
@nicholasabrown.bsky.social
Formerly Senior Correspondent at Punk Rock Traders. 19 y/o who posts news, political news, stock mkt news, etc. Seen on Benzinga, SquawkCNBC & YahooFinance.
YTD:
* Chipotle: -44%
* Cava: -56%
* Sweetgreen: -80%
“Consumers may be struggling, but they still want fresh and fast offerings from restaurants like Cava and Chipotle.”
@wsj.com $CMG $CAVA $SG
www.wsj.com/business/hos...
* Chipotle: -44%
* Cava: -56%
* Sweetgreen: -80%
“Consumers may be struggling, but they still want fresh and fast offerings from restaurants like Cava and Chipotle.”
@wsj.com $CMG $CAVA $SG
www.wsj.com/business/hos...
November 30, 2025 at 4:22 PM
YTD:
* Chipotle: -44%
* Cava: -56%
* Sweetgreen: -80%
“Consumers may be struggling, but they still want fresh and fast offerings from restaurants like Cava and Chipotle.”
@wsj.com $CMG $CAVA $SG
www.wsj.com/business/hos...
* Chipotle: -44%
* Cava: -56%
* Sweetgreen: -80%
“Consumers may be struggling, but they still want fresh and fast offerings from restaurants like Cava and Chipotle.”
@wsj.com $CMG $CAVA $SG
www.wsj.com/business/hos...
Since inauguration day:
* Trump Media & Technology Group: -75%
* Trump meme coin: -86%
* Melania meme coin: -99%
"Stocks and cryptocurrencies linked to President Trump are in a deep slump, leaving some of the president’s biggest fans with steep losses."
www.wsj.com/finance/stoc...
* Trump Media & Technology Group: -75%
* Trump meme coin: -86%
* Melania meme coin: -99%
"Stocks and cryptocurrencies linked to President Trump are in a deep slump, leaving some of the president’s biggest fans with steep losses."
www.wsj.com/finance/stoc...
November 29, 2025 at 5:21 PM
Since inauguration day:
* Trump Media & Technology Group: -75%
* Trump meme coin: -86%
* Melania meme coin: -99%
"Stocks and cryptocurrencies linked to President Trump are in a deep slump, leaving some of the president’s biggest fans with steep losses."
www.wsj.com/finance/stoc...
* Trump Media & Technology Group: -75%
* Trump meme coin: -86%
* Melania meme coin: -99%
"Stocks and cryptocurrencies linked to President Trump are in a deep slump, leaving some of the president’s biggest fans with steep losses."
www.wsj.com/finance/stoc...
Apollo: “Data from the Census Bureau and Ramp shows that AI adoption rates are starting to flatten out across all firm sizes.”
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November 28, 2025 at 12:08 PM
Apollo: “Data from the Census Bureau and Ramp shows that AI adoption rates are starting to flatten out across all firm sizes.”
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APOLLO: “Bitcoin and the Nasdaq Composite are normally highly correlated, but that correlation has broken down in recent weeks with a much sharper drop in the price of Bitcoin.”
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November 26, 2025 at 12:09 PM
APOLLO: “Bitcoin and the Nasdaq Composite are normally highly correlated, but that correlation has broken down in recent weeks with a much sharper drop in the price of Bitcoin.”
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“.. Starbucks has a higher CEO-to-worker pay gap than ANY business in the S&P 500…”
$SBUX
$SBUX
November 22, 2025 at 11:54 PM
“.. Starbucks has a higher CEO-to-worker pay gap than ANY business in the S&P 500…”
$SBUX
$SBUX
APOLLO: “This strength of higher-income household balance sheets relative to lower-income balance sheets is the reason why consumer discretionary stocks in recent months have been outperforming consumer staples.”
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November 17, 2025 at 12:11 PM
APOLLO: “This strength of higher-income household balance sheets relative to lower-income balance sheets is the reason why consumer discretionary stocks in recent months have been outperforming consumer staples.”
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APOLLO: “The arguments for a rebound in the economy over the coming quarters are that (1) Liberation Day was almost eight months ago, (2) fiscal and monetary policy are easy, and (3) easy financial conditions point to a reacceleration in the economy.”
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November 16, 2025 at 12:12 PM
APOLLO: “The arguments for a rebound in the economy over the coming quarters are that (1) Liberation Day was almost eight months ago, (2) fiscal and monetary policy are easy, and (3) easy financial conditions point to a reacceleration in the economy.”
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“Mr.Bessent avoided paying roughly $910,000 in Medicare taxes on money he made running the fund in 2021, 2022 and 2023, according to a memorandum prepared by Democratic Senate staff for Mr. Bessent's confirmation hearing in January..”
@nytimes.com
@nytimes.com
November 14, 2025 at 4:51 PM
“Mr.Bessent avoided paying roughly $910,000 in Medicare taxes on money he made running the fund in 2021, 2022 and 2023, according to a memorandum prepared by Democratic Senate staff for Mr. Bessent's confirmation hearing in January..”
@nytimes.com
@nytimes.com
"Per data from FeedingAmerica, average monthly price of groceries in U.S. for a family of four has gone up to $1,030."
(h/t Liz Ann Sonders)
(h/t Liz Ann Sonders)
November 14, 2025 at 2:09 PM
"Per data from FeedingAmerica, average monthly price of groceries in U.S. for a family of four has gone up to $1,030."
(h/t Liz Ann Sonders)
(h/t Liz Ann Sonders)
APOLLO: “Since the beginning of the year, Chinese exports to the US are down $75 billion and Chinese exports to Asia are up $150 billion. Chinese exports to Europe, Africa and Latin America are basically flat.”
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November 14, 2025 at 12:10 PM
APOLLO: “Since the beginning of the year, Chinese exports to the US are down $75 billion and Chinese exports to Asia are up $150 billion. Chinese exports to Europe, Africa and Latin America are basically flat.”
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BBG's "Fedspeak Index" rises to the most hawkish since Oct 14th.
November 13, 2025 at 2:26 PM
BBG's "Fedspeak Index" rises to the most hawkish since Oct 14th.
APOLLO: “Looking at annualized month-over-month growth rates shows that 55% of items in the CPI basket are growing faster than 3%. This is the reason why it is difficult for the Fed to cut interest rates in December.”
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November 12, 2025 at 12:47 PM
APOLLO: “Looking at annualized month-over-month growth rates shows that 55% of items in the CPI basket are growing faster than 3%. This is the reason why it is difficult for the Fed to cut interest rates in December.”
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APOLLO: “Equity returns over the past five years are all about the Magnificent Seven versus everyone else.”
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November 8, 2025 at 2:33 PM
APOLLO: “Equity returns over the past five years are all about the Magnificent Seven versus everyone else.”
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APOLLO: “Plotting the Warren Buffet indicator (US stock market cap to GDP) versus the Shiller cyclically adjusted P/E ratio shows that the S&P 500 today is at historically extreme valuations.”
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November 6, 2025 at 12:23 PM
APOLLO: “Plotting the Warren Buffet indicator (US stock market cap to GDP) versus the Shiller cyclically adjusted P/E ratio shows that the S&P 500 today is at historically extreme valuations.”
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APOLLO: “Since earlier this year, earnings expectations have increased for the Magnificent Seven and declined for the S&P 493.”
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November 5, 2025 at 12:15 PM
APOLLO: “Since earlier this year, earnings expectations have increased for the Magnificent Seven and declined for the S&P 493.”
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November 4, 2025 at 1:52 PM
APOLLO: “A smaller and smaller share of all tech jobs in the US are in California.”
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November 2, 2025 at 1:40 PM
APOLLO: “A smaller and smaller share of all tech jobs in the US are in California.”
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APOLLO: “.. over the past decade, electricity prices have increased exactly as fast as the overall price level in the economy, see chart below.”
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November 1, 2025 at 11:47 AM
APOLLO: “.. over the past decade, electricity prices have increased exactly as fast as the overall price level in the economy, see chart below.”
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Add American Airlines to the list.
$AAL
$AAL
October 30, 2025 at 8:07 PM
Add American Airlines to the list.
$AAL
$AAL
October 23, 2025 at 8:19 PM
Busy week of layoffs.
October 23, 2025 at 1:51 PM
Busy week of layoffs.
APOLLO: “In 2011, the US stock market made up 30% of the global stock market capitalization. Today, the US makes up almost 50%. The United States continues to offer exceptional opportunities for investors.”
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October 23, 2025 at 11:31 AM
APOLLO: “In 2011, the US stock market made up 30% of the global stock market capitalization. Today, the US makes up almost 50%. The United States continues to offer exceptional opportunities for investors.”
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