@sonusv.bsky.social
Good piece here
Though it may be more interesting to swap out US mid/small cap industrials and financials for European industrials and financials
As opposed to US large value ...
Though it may be more interesting to swap out US mid/small cap industrials and financials for European industrials and financials
As opposed to US large value ...
March 10, 2025 at 6:20 PM
Good piece here
Though it may be more interesting to swap out US mid/small cap industrials and financials for European industrials and financials
As opposed to US large value ...
Though it may be more interesting to swap out US mid/small cap industrials and financials for European industrials and financials
As opposed to US large value ...
Amazing stuff … totally come full circle to open borders and free trade 🤷🏽♂️
December 29, 2024 at 1:11 AM
Amazing stuff … totally come full circle to open borders and free trade 🤷🏽♂️
Port of LA is set for busiest December on record
Port of Long Beach on track to have its best-ever year
Some of this due to disruptions on East coast/ Gulf ports and maybe import rush ahead of tariffs.
But be wary of the whole reshoring narrative!
Port of Long Beach on track to have its best-ever year
Some of this due to disruptions on East coast/ Gulf ports and maybe import rush ahead of tariffs.
But be wary of the whole reshoring narrative!
December 18, 2024 at 6:13 PM
Port of LA is set for busiest December on record
Port of Long Beach on track to have its best-ever year
Some of this due to disruptions on East coast/ Gulf ports and maybe import rush ahead of tariffs.
But be wary of the whole reshoring narrative!
Port of Long Beach on track to have its best-ever year
Some of this due to disruptions on East coast/ Gulf ports and maybe import rush ahead of tariffs.
But be wary of the whole reshoring narrative!
One note: core services ex housing is being dominated by financial services, which are imputed prices
Market-based PCE (which does include shelter) shows a more benign picture
That said, residual seasonality in Q1 & higher stock prices could prevent the Fed from cutting until June (after Dec cut)
Market-based PCE (which does include shelter) shows a more benign picture
That said, residual seasonality in Q1 & higher stock prices could prevent the Fed from cutting until June (after Dec cut)
December 11, 2024 at 9:04 PM
One note: core services ex housing is being dominated by financial services, which are imputed prices
Market-based PCE (which does include shelter) shows a more benign picture
That said, residual seasonality in Q1 & higher stock prices could prevent the Fed from cutting until June (after Dec cut)
Market-based PCE (which does include shelter) shows a more benign picture
That said, residual seasonality in Q1 & higher stock prices could prevent the Fed from cutting until June (after Dec cut)
About the same … via Goldman
November 24, 2024 at 2:57 PM
About the same … via Goldman
Who’s buying stocks and bonds in 60/40 split?
NVIDIA 😉
Some fun data from their 10Qs 🧵
NVIDIA’s AI-based operating income
+115% from a year ago
+1900% from 2 years ago 🙌
So … a ton of cash coming in, but what’re they doing with it 🤔
1/
NVIDIA 😉
Some fun data from their 10Qs 🧵
NVIDIA’s AI-based operating income
+115% from a year ago
+1900% from 2 years ago 🙌
So … a ton of cash coming in, but what’re they doing with it 🤔
1/
November 22, 2024 at 1:00 PM
Who’s buying stocks and bonds in 60/40 split?
NVIDIA 😉
Some fun data from their 10Qs 🧵
NVIDIA’s AI-based operating income
+115% from a year ago
+1900% from 2 years ago 🙌
So … a ton of cash coming in, but what’re they doing with it 🤔
1/
NVIDIA 😉
Some fun data from their 10Qs 🧵
NVIDIA’s AI-based operating income
+115% from a year ago
+1900% from 2 years ago 🙌
So … a ton of cash coming in, but what’re they doing with it 🤔
1/
