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Tren Griffin
“We believe a more pronounced shift to a subscription-like model could add roughly $1 trillion to Apple’s current market capitalization." https://t.co/V070z6jr7N
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“We believe a more pronounced shift to a subscription-like model could add roughly $1 trillion to Apple’s current market capitalization." https://t.co/V070z6jr7N
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Special Situations 🌐 Research Newsletter (Jay)
When the market realized why $T was cautious on its forecast, consumers not paying bills, it fell the most in 20 years...
"$T fell most in 20 years after saying customers are starting to put off paying phone bills, which contributed to the wireless carrier cutting its forecast" https://t.co/oQ1vg4oIYS
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When the market realized why $T was cautious on its forecast, consumers not paying bills, it fell the most in 20 years...
"$T fell most in 20 years after saying customers are starting to put off paying phone bills, which contributed to the wireless carrier cutting its forecast" https://t.co/oQ1vg4oIYS
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Special Situations 🌐 Research Newsletter (Jay)
Even Japanese investors are running from U.S. treasuries...
“Wariness over further drop in Treasury prices remains deep-rooted amid concern over US inflation, and that is deterring appetite to buy overseas bonds,” said Tsuyoshi Ueno, a senior economist at NLI. Cutting losses." https://t.co/DsTf1AWq2l
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Even Japanese investors are running from U.S. treasuries...
“Wariness over further drop in Treasury prices remains deep-rooted amid concern over US inflation, and that is deterring appetite to buy overseas bonds,” said Tsuyoshi Ueno, a senior economist at NLI. Cutting losses." https://t.co/DsTf1AWq2l
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Oddball Stocks Newsletter
RT @JeffWeniger: "Growth stocks are higher quality companies."
Not inside the Russell 2000 they aren't.
This is essentially the first time in the history of WisdomTree's database where the Russell 2000 Value is screening higher on Return on Equity (ROE) than the Russell 1000 Growth. https://t.co/jvGKKFX7zm
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RT @JeffWeniger: "Growth stocks are higher quality companies."
Not inside the Russell 2000 they aren't.
This is essentially the first time in the history of WisdomTree's database where the Russell 2000 Value is screening higher on Return on Equity (ROE) than the Russell 1000 Growth. https://t.co/jvGKKFX7zm
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Twitter
"Growth stocks are higher quality companies."
Not inside the Russell 2000 they aren't.
This is essentially the first time in the history of WisdomTree's database where the Russell 2000 Value is screening higher on Return on Equity (ROE) than the Russell…
Not inside the Russell 2000 they aren't.
This is essentially the first time in the history of WisdomTree's database where the Russell 2000 Value is screening higher on Return on Equity (ROE) than the Russell…
Ethan Mollick
After thalidomide was found to cause birth defects, the FDA made it hard to run clinical drug trials on pre-menopause women.
But this well-meaning policy (which lasted from 1977 to 1993) backfired as drug companies focused on men, costing the world about 700 female-focused drugs https://t.co/rD9mJ6ho2T
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After thalidomide was found to cause birth defects, the FDA made it hard to run clinical drug trials on pre-menopause women.
But this well-meaning policy (which lasted from 1977 to 1993) backfired as drug companies focused on men, costing the world about 700 female-focused drugs https://t.co/rD9mJ6ho2T
Man, I may've tweeted about this before, but this is a really interesting + important paper (with the best title ever) and deserves a *bump*
https://t.co/XTz14emzqa https://t.co/blLmOE5mTM - Science of Sciencetweet
Twitter
Man, I may've tweeted about this before, but this is a really interesting + important paper (with the best title ever) and deserves a *bump*
https://t.co/XTz14emzqa
https://t.co/XTz14emzqa
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Special Situations 🌐 Research Newsletter (Jay)
Heat warnings across the country this week. A/Cs on full blast and summer natural gas consumption very high. Stay hydrated! $UNG $BOIL
https://t.co/tAVsqjcIeh
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Heat warnings across the country this week. A/Cs on full blast and summer natural gas consumption very high. Stay hydrated! $UNG $BOIL
https://t.co/tAVsqjcIeh
More than 100 million people are under heat warnings and advisories as a sprawling heat dome is bringing temperatures of up to 110°F, or possibly higher, to a broad swath of the U.S. today.
https://t.co/d4UKlc8sYW - Axiostweet
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Tren Griffin
Yamaha also makes outboard motors and helms. I own two that are electronically steered. Lots of software is involved.
TOKYO -- The global semiconductor shortage is weighing on an unlikely giant in the music industry: piano and audio-gear maker Yamaha.https://t.co/adDjMv1wsO
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Yamaha also makes outboard motors and helms. I own two that are electronically steered. Lots of software is involved.
TOKYO -- The global semiconductor shortage is weighing on an unlikely giant in the music industry: piano and audio-gear maker Yamaha.https://t.co/adDjMv1wsO
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Compounding Capital
In Sept. '99 speech, Buffett observed returns are
driven by profit growth and interest rates
Equity returns over 17yrs '64-81 were 0: GDP grew by 5x, but 10Y yield rose from 4% to 15%, crushing valuations
Equity IRR over next 17yrs '81-98 was 19%: GDP up <3x but 10y fell to 5% https://t.co/0gsqtzujzx
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In Sept. '99 speech, Buffett observed returns are
driven by profit growth and interest rates
Equity returns over 17yrs '64-81 were 0: GDP grew by 5x, but 10Y yield rose from 4% to 15%, crushing valuations
Equity IRR over next 17yrs '81-98 was 19%: GDP up <3x but 10y fell to 5% https://t.co/0gsqtzujzx
tweet
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Tren Griffin
For those of you keeping score at home:
"The ECB's deposit rate is now 0%, the main refinancing operations rate is 0.5% and the marginal lending facility is at 0.75%." https://t.co/bizEusX3PP
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For those of you keeping score at home:
"The ECB's deposit rate is now 0%, the main refinancing operations rate is 0.5% and the marginal lending facility is at 0.75%." https://t.co/bizEusX3PP
tweet