EndGame Macro
RT @DiMartinoBooth: "Like all good economists in order to read through these minutes we need 3 hands…No Fed Chair in history has the network of CEOs that Powell has. He doesn't need an industrials report to know what is going on in this economy…"
#fbn #federalreserve #powell #dimartinobooth #economy

https://t.co/fp2PeNKdh3
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Quiver Quantitative
Two months ago, Eric Trump said that he thought Q4 would be unbelievable for crypto

$BTC has now fallen almost 25% since then. https://t.co/onndgZOxR2
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AkhenOsiris
$DDOG gap fill, nerves about $PANW deal for Chronosphere

DDOG CFO at RBC 2 days ago said quarter and momentum solid, was quite bullish in his comments (usually a bit reserved).

OAI exposure, but deal signed and risk put to bed.

Maybe an opp here
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AkhenOsiris
Two ecommerce darlings, $MELI and $SE brutal drawdowns from ATH earlier in the year.

SE punished due to investment, MELI dealing with that and politics.
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AkhenOsiris
$SPOT sub-$600, lowest since April
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AkhenOsiris
Holy shit, Nas is 200 pts away from a 1000 pt intraday drop 😱
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AkhenOsiris
$WMT unfazed, K-shaped upper slope all shopping there with the low end, what's not to like
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AkhenOsiris
Of the myriad data points we watch to gauge where things stand, here's a simple one: $NVDA $180
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AkhenOsiris
Sentiment check:

Heard on the street

"I don't care how good the reported quarter was, not going near it if it's within 10-15% of highs"
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Dimitry Nakhla | Babylon Capital®
Mastercard currently presents one of the more attractive risk/reward profiles among large-cap stocks, based on its combination of high-quality fundamentals, durable growth outlook, & a valuation that appears reasonable relative to historical norms & peers 💳

$MA

Mastercard is trading at its lowest valuation in the past year (P/E & FCF Yield) 💸

Here’s $MA projected CAGR through 2028 assuming consensus EPS hits $25.86:

32x P/E: $827💵 … ~16.1% CAGR

31x P/E: $801💵 … ~14.9% CAGR

30x P/E: $775💵 … ~13.7% CAGR

29x P/E: $749💵 … ~12.5% CAGR

28x P/E: $724💵 … ~11.3% CAGR

27x P/E: $698💵 … ~10.0% CAGR - Dimitry Nakhla | Babylon Capital®
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Wasteland Capital
Six Flags now down more than 50% since Travis Kelce announced his investment a month ago. Ouch. Not $FUN!

At least Taylor has money, right? https://t.co/YrCWQbCg1E
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Quiver Quantitative
Representative Nancy Pelosi has lost $4M in the stock market today, per our estimates.

She is now worth just $270M. https://t.co/KQgQNdKdcp
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