⁠Brandon Beylo
Got Precious Metals?

#gold #silver

BREAKING: US economy adds 114,000 jobs in July, BELOW expectations of 176,000.

The unemployment rate rose to 4.3%, ABOVE expectations of 4.1%.

This marks the highest US unemployment rate since November 2021.

The labor market is beginning to crack. - The Kobeissi Letter
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⁠Librarian Capital
Sebastian Lyon (Troy) seems not a fan of Trump

"Factors to characterise a Trump presidency are a faster rush into a cold war with China & protectionist tariffs, likely to boost inflation & damage growth ... trade wars ... pressures on NATO" https://t.co/ZAjvQHTUN7
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⁠Librarian Capital
Zoetis $ZTS: New multi-year $6bn buyback program

"Over a period of up to four years"
Old $3.5bn program from 2021 to complete in 2024 https://t.co/nqzgs2iFgC
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⁠Brandon Beylo
https://t.co/Ufv3JG0xee

Nasdaq futures dropping as if it's the end of the world; memo to all: it isn't - Jim Cramer
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⁠Brandon Beylo
I'm starting to sharpen my pencil on some bombed-out video game developer stocks.

So I thought it timely to replay one of my favorite Value Hive Podcast episodes.

The Business of Video Game Development w/ @davidkaye

I think you'll love it.
https://t.co/ZuQ1alKUh9
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⁠Brandon Beylo
https://t.co/Ll1Er2BbD4

How it be today. https://t.co/wGX3ouFRdm - Brandon Beylo
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⁠App Economy Insights
$AMZN Amazon's quarter:

☁️ AWS is cooking
📉 Other segments miss
🤖 Update on the AI stack
🏀 The landmark NBA deal

Dive deeper! 👇
https://t.co/J0tP9kUJtP
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⁠Brandon Beylo
I was Today years old when I learned the Vatican runs a trading operation.

And it's profitable, no less. https://t.co/jJ8oCKaMFP
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⁠Finding Compounders
In the earliest available Berkshire Hathaway shareholder letter, Buffett states that he believes that return on equity capital is the best suited measure of managerial economic performance . https://t.co/AqM6DUGe34
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