Papa John’s CEO Rob Lynch told CNBC that the staffing situation among its delivery drives is starting to improve.
Pizza delivery recovery as a leading indicator? Have we hit the bottom? #pizzaindex
With the SEC taking a tougher stance on SPACs, Goldman Sachs has opted to pause the development of new deals using the structure. $GS #WallStreet#SPACs
To kill it in the stock market, you have to not get killed.
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Tiger Global has reportedly experienced $17 billion in losses during this year’s tech stock beatdown.
This would make the loss one of the biggest in hedge fund history, according to the Financial Times. #VC#WallStreet
Tyson Foods now expects fiscal 2022 sales to land between $52 billion to $54 billion, up from previous estimates of $49 billion to $51 billion.
Year-over-year, Tyson’s average beef prices have skyrocketed by nearly 24%. #inflation $TSN
Most people have no clue how treacherous the stock market has become.
But not him.
Check out my Lead-Lag Live discussion with @GarethSoloway now on YouTube.
Click: youtu.be/HemRyVPB738#stocks#bonds $SPX
Hyundai revealed plans to build a dedicated EV plant in the United States.
Along with its affiliate Kia, the company is targeting to launch no less than 40 EV models by the end of the decade. #EV#manufacturing
Thanks @TaviCosta for all your insights.
Remember that in kids game Paper > Rock, but in coming years Rock > Paper (assets that is…)
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Black Swans are everywhere.
And Oil may be next to surprise everyone.
Set your reminders and join me with special guest @chigrl live for a discussion on #stocks, #oil, #gold and more.
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The risk isn't that inflation is long lasting.
The risk is that it IS transitory.
Think about it.
Despite TRILLIONS of dollars of unprecedented stimulus, it's not enough to jam secular inflation into the system.
That alone suggests the Fed is powerless.
That's terrifying.
Apple’s Director of Machine Learning is not prepared to give up his pajamas.
The top artificial intelligence executive has decided to part ways with the company over their push to bring employees back into the office. $APPL #WFH
Despite the recent price appreciation, energy stocks remain insanely undervalued on a free-cash-flow yield basis.
Aside from 2020 and 2021, today’s yield of almost 9% is well above any other time in the last 30 years.
On @leadlagreport spaces discussion with @MacroAlf - a good question from @MichaelKantro "name a time markets bottomed without a bottom in economy or change in Fed policy"
Below are post WW2 10% drawdowns with no recession within 12 months - good list to check out.
What if I told you prices will stay elevated in everything except the commodities market?
See what I did there?
Set your reminders and join me with special guest @TaviCosta live for a discussion on #stocks, #bonds, #gold and more.
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The future of EV-maker Lordstown is in jeopardy, with its immediate cash requirements riding on a $250 million outstanding deal to sell its Ohio factory to Foxconn. #EV $RIDE
Fantastic chart picturing the exceptional ''pain everywhere trade'' unfolding under our eyes
The 6-month rolling Sharpe ratio (returns in excess of risk-free rate adjusted for volatility) for a basket of S&P500, Treasuries, corporate bonds and gold is at worst level in 30 years!
Plenty of people are pointing out the big repricing in valuations we've seen this year, which makes stocks look visually ''cheap'' on a multi-year basis.
But equity valuations should not be looked at in a silo.
A short thread on the valuations of the stock market.
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