Oliver Renick

@OJRenick

Utility over entertainment: . Lead anchor . From Bloomberg & Bond Buyer. engineer. Opinions my own. RT/Follow =\= endorsement.

NYC
Vrijeme pridruživanja: srpanj 2013.

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  1. Prikvačeni tweet
    4. velj

    Wuhan is the juiciest, most tempting bear-bait of a decade-long bull run whose greatest asset has been scary stories. Stakes are high, but the most compelling logic says not to bite:

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  2. prije 3 sata

    The stakes for are the highest they've been in a long time. Will it trade lower with havens as the Fed stands pat and lets a robust economy run its course? Or will it bubble with stocks in a risk-on meltup? Every coiner expects this chart to explode higher.

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  3. proslijedio/la je Tweet

    got slammed today 📉 But has the stock’s run over the last few quarters completely squashed the bear narrative? David Neuhauser () weighs in:

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  4. prije 10 sati

    guess the market is limited for ppl interested in discovering what-onethousandth subsaharan African they are

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  5. prije 11 sati

    up but hard to see what’s great about these numbers. No big upside surprises. Trailing rev beat, guidance nothing special. Existential risk remains.

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  6. prije 11 sati

    rev guidance ahead of expectations, earnings unclear, but fundamentals for frothy software stocks will likely take a back seat if just bottomed again.

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  7. prije 11 sati

    slams rev guidance range for next Q, $4.9-$5.7B vs $5B estimate.

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  8. prije 11 sati

    odd that people are puzzling over the elevation of stocks when the last time they melted up like this the exact same thing was happening. Pre-virus, we were in a silent synchronization of global data that is being ignored by a bond market obsessed with the Fed punch bowl.

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  9. proslijedio/la je Tweet

    Consumers/drivers/restaurants aren't happy with third-party delivery services & as a whole, is this industry on its way out or on its way to consolidation? earnings in 45 minutes.

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  10. proslijedio/la je Tweet
    prije 12 sati

    purchase intent growth YoY: Doordash +100% UberEats +36% Postmates +21% Grubhub +17% All 4 happiness is tanking, now below airlines! Grubhub 41% Postmates 41% Doordash 41% UberEats 36%

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  11. proslijedio/la je Tweet
    prije 12 sati

    Biogen with another characteristic display of volatility those following the stock through the years might be accustomed to seeing. Patent trial challenge ruling results for MS drug Tecfidera, their top product: = winner / = loser

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  12. proslijedio/la je Tweet

    Today's +291k ADP smashed +157k estimate, but on a deeper detail dive, annual growth in private small business employment (1-19 employees) is nonexistent. For 1-49 employees, it's the lowest since Mar'11. Labor market is still solid, supported by strong consumption and low rates.

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  13. prije 14 sati

    // it's one explanation for high-valuation stocks lagging today. Fed on hold is still a risk to recent run-ups in expensive consumer growth/software stocks, etc, but as a whole, likely presents a bigger threat to bond bulls than bulls

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  14. prije 14 sati

    Fed cut odds for June coming in quite sharply since Friday as data here crushes expectations, lifting EURO+US+CHINA citi surprise to new YTD high.

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  15. prije 15 sati

    Correlation between momentum and value spread remains highly correlated to Treasury yields. and leading tech value, and for banks, retail helping too

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  16. prije 17 sati

    20 new electric vehicles expected to debut this year, ‘s Nelson says.

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  17. prije 17 sati

    The idea that Libra, a digital asset which if successful effectively eliminates a huge potential use-case for bitcoin, is somehow positive for bitcoin, is hilarious

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  18. prije 18 sati

    looks poised for another big drop

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  19. proslijedio/la je Tweet

    The numbers are in and it’s an earnings beat for . for in-depth analysis from Equity Research Analyst , during an appearance on Morning Trade Live , with anchor at approx. 6:15am(PT)/9:15am(ET).

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  20. 5. velj

    who is the socialist selling spoos right now

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  21. 5. velj

    whoah did not see Wyatt Earp shout out comin

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