⁠Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Notable First Half 2024 Dividend Increases 💸

📀 $MPWR +25.0%
🎨 $SHW +18.2%
🏦 $AXP +16.7%
🛒 $COST +13.7%
🧬 $DHR +12.5%
🏥 $UNH +11.7%
🔬 $TMO +11.4%
📉 $MCO +10.4%
💨 $WSO +10.2%
🧾 $PAYX +10.1%
🩻 $ELV +10.1%
🏧 $JPM +8.7%
👜 $LVMH +8.3%
🔨 $HD +7.7%
📈 $ICE +7.1%
🥤 $PEP +7.1%
🚜 $TSCO +6.8%
📱 $AAPL +4.2%

#stocks #investing
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𝐃𝐈𝐒𝐂𝐋𝐎𝐒𝐔𝐑𝐄‼️: 𝐓𝐡𝐢𝐬 𝐢𝐬 𝐍𝐎𝐓 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐀𝐝𝐯𝐢𝐜𝐞. 𝐁𝐚𝐛𝐲𝐥𝐨𝐧 𝐂𝐚𝐩𝐢𝐭𝐚𝐥® 𝐚𝐧𝐝 𝐢𝐭𝐬 𝐫𝐞𝐩𝐫𝐞𝐬𝐞𝐧𝐭𝐚𝐭𝐢𝐯𝐞𝐬 𝐦𝐚𝐲 𝐡𝐚𝐯𝐞 𝐩𝐨𝐬𝐢𝐭𝐢𝐨𝐧𝐬 𝐢𝐧 𝐭𝐡𝐞 𝐬𝐞𝐜𝐮𝐫𝐢𝐭𝐢𝐞𝐬 𝐝𝐢𝐬𝐜𝐮𝐬𝐬𝐞𝐝 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐭𝐰𝐞𝐞𝐭.

𝐓𝐡𝐞 𝐢𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧 𝐜𝐨𝐧𝐭𝐚𝐢𝐧𝐞𝐝 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐭𝐰𝐞𝐞𝐭 𝐢𝐬 𝐢𝐧𝐭𝐞𝐧𝐝𝐞𝐝 𝐟𝐨𝐫 𝐢𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧𝐚𝐥 𝐩𝐮𝐫𝐩𝐨𝐬𝐞𝐬 𝐨𝐧𝐥𝐲 𝐚𝐧𝐝 𝐬𝐡𝐨𝐮𝐥𝐝 𝐧𝐨𝐭 𝐛𝐞 𝐜𝐨𝐧𝐬𝐭𝐫𝐮𝐞𝐝 𝐚𝐬 𝐢𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐚𝐝𝐯𝐢𝐜𝐞 𝐭𝐨 𝐦𝐞𝐞𝐭 𝐭𝐡𝐞 𝐬𝐩𝐞𝐜𝐢𝐟𝐢𝐜 𝐧𝐞𝐞𝐝𝐬 𝐨𝐟 𝐚𝐧𝐲 𝐢𝐧𝐝𝐢𝐯𝐢𝐝𝐮𝐚𝐥 𝐨𝐫 𝐬𝐢𝐭𝐮𝐚𝐭𝐢𝐨𝐧. 𝐏𝐚𝐬𝐭 𝐩𝐞𝐫𝐟𝐨𝐫𝐦𝐚𝐧𝐜𝐞 𝐢𝐬 𝐧𝐨 𝐠𝐮𝐚𝐫𝐚𝐧𝐭𝐞𝐞 𝐨𝐟 𝐟𝐮𝐭𝐮𝐫𝐞 𝐫𝐞𝐬𝐮𝐥𝐭𝐬.

𝐈𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧 𝐜𝐨𝐧𝐭𝐚𝐢𝐧𝐞𝐝 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐭𝐰𝐞𝐞𝐭 𝐡𝐚𝐬 𝐛𝐞𝐞𝐧 𝐨𝐛𝐭𝐚𝐢𝐧𝐞𝐝 𝐟𝐫𝐨𝐦 𝐬𝐨𝐮𝐫𝐜𝐞𝐬 𝐛𝐞𝐥𝐢𝐞𝐯𝐞𝐝 𝐭𝐨 𝐛𝐞 𝐫𝐞𝐥𝐢𝐚𝐛𝐥𝐞, 𝐛𝐮𝐭 𝐢𝐬 𝐧𝐨𝐭 𝐠𝐮𝐚𝐫𝐚𝐧𝐭𝐞𝐞𝐝 𝐚𝐬 𝐭𝐨 𝐜𝐨𝐦𝐩𝐥𝐞𝐭𝐞𝐧𝐞𝐬𝐬 𝐨𝐫 𝐚𝐜𝐜𝐮𝐫𝐚𝐜𝐲.
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⁠Quiver Quantitative
Senator Jon Ossoff on congressional stock trading:

"We have extraordinary access to privileged and confidential information" https://t.co/ncWT7NlIT7
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⁠App Economy Insights
$AMZN Amazon Web Services (AWS) visualized. https://t.co/N36UBXJWXO
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AkhenOsiris
RT @JerryCap: Semi's Top
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⁠Quiver Quantitative
Most of the stock market is getting crushed, but defense stocks are rising.

We have reported on several purchases of these stocks by politicians over the last year.

Some of them even sit on the committees that oversee defense spending.

Here’s a short thread: https://t.co/MSDSrXh70e
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⁠Finding Compounders
Li Lu on the traits that shaped Charlie Munger’s investment philosophy https://t.co/SXetRg87Rl
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⁠Hidden Value Gems
An interesting observation:

“Since 2023 (at least), speculators borrowed money in Japan at near-zero interest rates. They converted their borrowed yen into dollars, and bought the Nasdaq 100. That drove the yen further down and the Nasdaq 100 further up. This "carry trade" has been unraveling in recent weeks…as the yen continued to soar in response to the Bank of Japan's recent tightening moves.”

$QQQ #Yen
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⁠Hidden Value Gems
I haven’t heard about the SAHM rule until last week. Here is how it works and further thoughts on whether it is causing a market meltdown.

1️⃣ The SAHM rule calculates the difference between the current 3-month average unemployment rate and its lowest value over the previous 12 months.

2️⃣ If this difference exceeds 0.5 pp, the rule suggests that the economy is likely entering a recession.

3️⃣ The idea behind the SAHM rule is that a significant and sustained increase in the unemployment rate is a reliable early signal of economic downturns.

4️⃣ The rule might not work, according to the author, Claudia Sahm:

✅ “I am not concerned that, at this moment, we are in a recession,”

✅ “no one should be in panic mode today”

✅ There are key measures of the economy that “still look really good.”

✅ “[The Sahm Rule] may not tell us what it's told us in the past, because of these swings from labor shortages, with people dropping out of the labor force, to now having immigrants coming lately. That all can show up in changes in the unemployment rate, which is the core of the Sahm Rule.”

cc @Claudia_Sahm
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⁠Hidden Value Gems
Has Magnus been learning from AlphaZero? 😃

Round 1 of the FIDE World Blitz Team Championship has begun! 🔥

Magnus played 1...h5

Watch the live broadcast👇
🔗https://t.co/HPpeJJIrvr https://t.co/MqbhgVChMK - International Chess Federation
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⁠Librarian Capital
Japan Tobacco shares currently down ~17% as part of Tokyo market rout (Nikkei down ~12%) https://t.co/eGs3Sb2d78
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