"there's no question that housing is huge" is a line I need to find uses for
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And here's his take on companies like OpenDoor and "Amazon Disease" in which everyone starts to judge everything by their potential TAM
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Myles Udland
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Many High-Profile Companies Have Announced Layoffs Over the Last Few Months
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$TSN CEO Donnie King to investors this morning — "We still like our chicken business, but there were a lot of moving parts in Q1."
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Great post on the biggest tech challenges facing tech companies. You can argue with what one of these points "really means," but this is a very clear outline of where things stand.
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Following up successes with sequels isn't new, but given these stats were readily shared w/ a national publication, it has some "media discovers ChartBeat" energy wsj.com/articles/param
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you don't say
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Dow green, Nasdaq (ARKK) down 0.4%
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this is good branding for the stock market
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Google invests $300M in AI startup that raised $500M from Alameda
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This year's 2023 forecasts, with the benefit of a touch of hindsight, sort of looking like summer '20 calls to retest the March lows
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A rebound in the housing market spurred by a drop in mortgage rates to 6% from 7% was probably a decent tell on the health of the labor market
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Revisions bump total number of employed higher by 813,000 at the end of 2022. Monthly job gains revised up by 311,000, bringing average monthly job gains for last year up to 401,000.
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. last night — "The potential for a surprise in either direction is large, thanks to the uncertainties generated by the enormous seasonal factor, the hit—or not—from the weather, and the mixed messages from indicators of hiring and firing."
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Carvana shares were the tell
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lmfaoooo
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Taylor Sheridan is wild for this one
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The high-altitude balloon was spotted over Billings, Montana, on Wednesday.
A senior defense official said the balloon is still over the U.S. but declined to say where it is now.
nbcnews.com/politics/natio
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doesn't feel like a Friday
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Google is going to start breaking out DeepMind segment results
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YouTube ad revenue falls YoY.
Google: "Our long-term investments in deep computer science make us extremely well-positioned as AI reaches an inflection point, and I’m excited by the AI-driven leaps we’re about to unveil in Search and beyond." abc.xyz/investor/stati
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we are back
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NASDAQ 100 GAINS 20% FROM DECEMBER LOW, HEADS FOR BULL MARKET
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never misses
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"Guy Carpenter’s U.S. Property Catastrophe Rate-On-Line Index, a broad measure of catastrophe reinsurance pricing in the key United States marketplace, rose 30.1% at the January 2023 renewals."
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US property cat rates hit record-high, ~97% up since 2017: Guy Carpenter artemis.bm/news/us-proper
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Zuckerberg — "Beyond this, our management theme for 2023 is the 'Year of Efficiency' and we're focused on becoming a stronger and more nimble organization."
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.'s list of the best performing Russell 1000 stocks in January is a "who's who of stocks that got crushed in 2022."
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Tom Brady announced his retirement Feb. 1, 2022.
Tom Brady announced his retirement Feb. 1, 2023.
As he said today, “for good.”
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in this economy?
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Swatch raises prices across a slew of its brands, increasing the cost of the flagship Omega Speedmaster by about 7% in the UK and Europe, according to analysts trib.al/Vc1OxUl
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$SNAP — "We believe that we have a clear path to generating meaningful adjusted EBITDA profitability and positive free cash flow even at low rates of revenue growth."
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Spotify CEO: This year I'm gonna chill with the spending via
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Tech layoffs. Luxury watch prices crashing and dealers consolidating. Chipotle hiring 15,000 workers. Interesting times.
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via 's Lori Calvasina — "[SPX] often does bottom well before layoffs in industries of excess are finished. In some instances (Tech in 2002, Financials in 2009, Energy in 2016), the stock market’s bottoms happened around big spikes in layoffs in the industries in question."
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This is a really good chart via @YahooFinance.
The recent tech layoffs in context:
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While the chief of staff changeover has made more headlines, the potential installment of Lael Brainard to run the National Economic Council could be just as important. It's confounding, , not just for the NEC but even more so for the Fed:
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this is why "blaming the shorts" is the weakest retort any company can ever make when their stock goes down
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The moral of the story: Short selling is not a good way to make money, but it does make for good documentaries (please watch @bettingonzero). We no longer short stocks, but we have a lot of respect for short sellers who do good research like @HindenburgRes.
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we're 3 weeks into the AI buzz cycle and already at the "it's an army of outsourced contractors doing data labeling" stage
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RIP "Learn to Code" semafor.com/article/01/27/
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According to the stock market, 2021 is so back.
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