Tracey Ryniec
@traceyryniec.bsky.social
Senior Stock Strategist at Zacks Investment Research. Hosts 2 podcasts. Writer. Loves housing. Chicago.
Pinned
Goldman has a ”list of 47 US stocks with exposure to broad tariffs”.
Good to keep as a watch list.
Is anyone surprised?
Five-byline alert: 🚨
“.. the full scope of [Witkoff’s talks] went much further, according to people familiar .. They were privately charting a path to bring Russia’s $2 trillion economy in from the cold—with American businesses first in line .. to the dividends. 🇺🇦
www.wsj.com/world/russia...
“.. the full scope of [Witkoff’s talks] went much further, according to people familiar .. They were privately charting a path to bring Russia’s $2 trillion economy in from the cold—with American businesses first in line .. to the dividends. 🇺🇦
www.wsj.com/world/russia...
November 29, 2025 at 4:27 PM
Is anyone surprised?
Christmas time in Naperville, IL. About 2 inches so far. Hooray.
November 29, 2025 at 4:24 PM
Christmas time in Naperville, IL. About 2 inches so far. Hooray.
Being creative is hard.
November 27, 2025 at 2:45 PM
Being creative is hard.
Looks grim for oil.
Investors will be hoping that copper can cure the hangover gripping commodities as the next year goes by. Read why in The World Ahead
Commodity prices could hit new lows in 2026
In 2026 a general sobering-up may prevail in commodity markets. Individual commodities will fall into one of three buckets
econ.st
November 27, 2025 at 2:44 PM
Looks grim for oil.
Remember when Trump said he was getting rid of the Deep State? He never uses that term anymore.
November 26, 2025 at 7:41 PM
Remember when Trump said he was getting rid of the Deep State? He never uses that term anymore.
Gold ETF versus Bitcoin ETF over the last month. And yes, GLD is beating IBIT on the year-to-date chart too.
November 26, 2025 at 7:39 PM
Gold ETF versus Bitcoin ETF over the last month. And yes, GLD is beating IBIT on the year-to-date chart too.
But the worst meltdown was really the dot-com bust. The Nasdaq was down over 80% by the end. That never happened to the S&P 500 or Nasdaq in 2008.
Albert Edwards gets the @fortune.com treatment:
“.. It will end in tears, that much I’m sure of.”
fortune.com/2025/11/23/i...
“.. It will end in tears, that much I’m sure of.”
fortune.com/2025/11/23/i...
November 26, 2025 at 7:35 AM
But the worst meltdown was really the dot-com bust. The Nasdaq was down over 80% by the end. That never happened to the S&P 500 or Nasdaq in 2008.
Heartbreaking.
Third unvaccinated Kentucky baby dies of whooping cough.
Pertussis, best prevented with a vaccine, has killed three Kentucky babies in the last 12 months.
kentuckylantern.com/2025/11/25/t...
Pertussis, best prevented with a vaccine, has killed three Kentucky babies in the last 12 months.
kentuckylantern.com/2025/11/25/t...
Third unvaccinated Kentucky baby dies of whooping cough • Kentucky Lantern
A third unvaccinated infant in Kentucky has died of pertussis as public health officials urge Kentuckians to get vaccinated against the disease.
kentuckylantern.com
November 26, 2025 at 5:35 AM
Heartbreaking.
It will slow further? We all know it's not growing at 5%. Let's say it's really 3%. What does 2026 hold? Recession? Or 1%. Shocking given that just a decade ago 10% was the norm. Nothing lasts forever.
Will retail sales in China suffer from a period of “payback”? Will the trade war with America throw the economy off course? And will the property market recover?
These are the three big questions China will face in 2026
These are the three big questions China will face in 2026
The Chinese economy will slow in the year ahead
It looks like the trade war will rumble on. How will China’s economy fare? Three questions loom in 2026
econ.st
November 26, 2025 at 4:18 AM
It will slow further? We all know it's not growing at 5%. Let's say it's really 3%. What does 2026 hold? Recession? Or 1%. Shocking given that just a decade ago 10% was the norm. Nothing lasts forever.
I don't understand this stupid "cash to the people" nonsense. The "people" are already going on the ACA marketplace and shopping for insurance. That's the point. Giving them cash to go shop for it will lead to waste, fraud and abuse. And it doesn't do anything to deal with the rising premiums.
NEW: Donald Trump says he wants ACA funds to end after 2025
“I’d rather not" extend them, he tells reporters on AF1. "I don’t want to extend them for two years. I’d rather not extend them at all."
He wants cash to go "directly" to people. Unclear how that'd work.
www.nbcnews.com/politics/don...
“I’d rather not" extend them, he tells reporters on AF1. "I don’t want to extend them for two years. I’d rather not extend them at all."
He wants cash to go "directly" to people. Unclear how that'd work.
www.nbcnews.com/politics/don...
Trump says he would 'rather not' extend Obamacare tax credits 'at all'
The president said he prefers to let the Affordable Care Act subsidies expire on schedule at the end of December, saying if anything he wants the money to go to "the people directly."
www.nbcnews.com
November 26, 2025 at 3:50 AM
I don't understand this stupid "cash to the people" nonsense. The "people" are already going on the ACA marketplace and shopping for insurance. That's the point. Giving them cash to go shop for it will lead to waste, fraud and abuse. And it doesn't do anything to deal with the rising premiums.
Investments may fail? Who knew?
“.. The unusual government intervention .. is fueling some concerns, including the opacity of the process, the potential for favoritism, corruption and market distortions, along with the possible loss of taxpayer funds should the investments fail.”
@nytimes.com
www.nytimes.com/2025/11/25/u...
@nytimes.com
www.nytimes.com/2025/11/25/u...
November 26, 2025 at 3:47 AM
Investments may fail? Who knew?
Canada is getting HSR soon?
Canada actually speeding up the construction of high speed rail?? Do my eyes deceive me??
“This will enable construction on Alto to begin in four years — as early as 2029 — instead of the original timeline of in eight years, towards the middle of the 2030s.”
www.blogto.com/travel/2025/...
“This will enable construction on Alto to begin in four years — as early as 2029 — instead of the original timeline of in eight years, towards the middle of the 2030s.”
www.blogto.com/travel/2025/...
300km/h train through Ontario will happen years earlier than expected
Construction on one of the most ambitious and expensive transportation infrastructure projects to ever be undertaken in Canadian history is now targe…
www.blogto.com
November 26, 2025 at 12:45 AM
Canada is getting HSR soon?
He doesn't work for the United States of America. Why isn't Marco Rubio going? Does Kushner even have security clearance? Absurd.
Trump says Jared Kushner might be going to the Kremlin to meet with Putin
November 26, 2025 at 12:39 AM
He doesn't work for the United States of America. Why isn't Marco Rubio going? Does Kushner even have security clearance? Absurd.
GOOGL vs. NVDA: Is There a New Leader in AI? www.zacks.com/commentary/2...
November 26, 2025 at 12:37 AM
GOOGL vs. NVDA: Is There a New Leader in AI? www.zacks.com/commentary/2...
You don't say. Imagine if we had Medicare for all.
The price cuts will save Medicare billions of dollars in prescription-drug spending. www.wsj.com/health/pharm...
U.S. Negotiates Lower Prices for Ozempic and 14 Other Drugs
www.wsj.com
November 25, 2025 at 11:35 PM
You don't say. Imagine if we had Medicare for all.
FYI. Nature heals.
November 25, 2025 at 11:33 PM
FYI. Nature heals.
The promotions are going to be intense this holiday.
Retailers Brace For An Uncertain Holiday Season As Consumers Pull Back
Retailers Brace For An Uncertain Holiday Season As Consumers Pull Back
Today’s Forbes Daily is all about the holiday shopping season: From tariffs to inflation to the K-shaped economy. Here’s a preview of retail’s biggest months of 2025.
www.forbes.com
November 25, 2025 at 7:30 PM
The promotions are going to be intense this holiday.
Yes, a developer bought this 100+ year old beauty with waterfall and gardens in the backyard that were featured on various garden walks over many years to tear it down. Demolition permit filed. They've already torn down the house next door (on the right). 🥹 From the other site:
November 25, 2025 at 7:27 PM
Yes, a developer bought this 100+ year old beauty with waterfall and gardens in the backyard that were featured on various garden walks over many years to tear it down. Demolition permit filed. They've already torn down the house next door (on the right). 🥹 From the other site:
Eli Lilly hitting another new all-time high today. Earnings expected to rise another 41% in 2026 after soaring this year. Forward P/E is stretched, however, at 44x. #LLY (I own it in Zacks Insider Trader portfolio.)
November 25, 2025 at 7:10 PM
Eli Lilly hitting another new all-time high today. Earnings expected to rise another 41% in 2026 after soaring this year. Forward P/E is stretched, however, at 44x. #LLY (I own it in Zacks Insider Trader portfolio.)
Burlington Stores is looking pretty good. Earnings in the morning. Analysts still expecting big earnings growth. But will the shoppers show up? #BURL
November 25, 2025 at 1:42 AM
Burlington Stores is looking pretty good. Earnings in the morning. Analysts still expecting big earnings growth. But will the shoppers show up? #BURL
Hooray.
NEW STORY // Amtrak Breaks Ridership Records Nationally and in Pacific Northwest
Story by Doug Trumm via @theurbanist.org //🔗 www.theurbanist.org/2025/11/24/a...
Story by Doug Trumm via @theurbanist.org //🔗 www.theurbanist.org/2025/11/24/a...
Amtrak Breaks Ridership Records Nationally and in Pacific Northwest » The Urbanist
# Amtrak's annual ridership was up 5%, hitting an all-time record high of 34.5 million rides nationwide over the last year. Amtrak Cascades also hit a record high, reporting 1.4% growth and coming in ...
www.theurbanist.org
November 25, 2025 at 1:37 AM
Hooray.
Abercrombie & Fitch reports in the morning. It has a good earnings surprise track record. BUT tariffs will impact (eventually) and its already doing 50% off Black Friday. I'm worried about this holiday season with apparel. #ANF
November 25, 2025 at 1:31 AM
Abercrombie & Fitch reports in the morning. It has a good earnings surprise track record. BUT tariffs will impact (eventually) and its already doing 50% off Black Friday. I'm worried about this holiday season with apparel. #ANF
👀
NEWS
The IRS is suing GOP Senator Jim Justice and his wife saying they owe more than $5 million in back taxes.
The IRS is suing GOP Senator Jim Justice and his wife saying they owe more than $5 million in back taxes.
November 25, 2025 at 1:07 AM
👀
Who voted for this?
November 25, 2025 at 1:03 AM
Who voted for this?
What a wonderful article. Many GenXers have had to deal with everything she describes with our Silent Generation parents. The Medicaid cuts will be devastating. And immigration restrictions equally so. Explore this gift article from The New York Times. www.nytimes.com/2025/11/24/o...
Opinion | The People Holding Everyone Together Are Coming Apart
www.nytimes.com
November 25, 2025 at 12:33 AM
What a wonderful article. Many GenXers have had to deal with everything she describes with our Silent Generation parents. The Medicaid cuts will be devastating. And immigration restrictions equally so. Explore this gift article from The New York Times. www.nytimes.com/2025/11/24/o...