• Maybe people will actually go on a date in person? $MTCH up 3%. And perhaps, just maybe they go to Macau again? $LVS up 5.8%. Long way to go but pay attn.
    Stephanie Link Mon 23 Aug 2021 21:04
  • $PANW: This is operating leverage by definition: "We are pleased to deliver strength across all the key total shareholder return drivers - top line, operating margin & FCF conversion..." With a catalyst for analyst day 9/13. $FTNT $CSCO $PANW
    Stephanie Link Mon 23 Aug 2021 20:59
  • Florida, Arizona and Texas are the retirement trend. No surprise. Link
    Stephanie Link Sun 22 Aug 2021 02:12
    Allison Schrager is a Bloomberg Opinion columnist. She is a senior fellow at the Manhattan Institute and author of "An Economist Walks Into a Brothel: And Other Unexpected Places to Understand Risk."
  • There seems to be a lot of $WDAY commercials. Trying to figure out if that is good or bad.
    Stephanie Link Sat 21 Aug 2021 21:12
  • A great sportsman. And fun to watch. Will miss. Link
    Stephanie Link Sat 21 Aug 2021 20:07

    We and our partners use cookies to understand how you use our site, improve your experience and serve you personalized content and advertising. Read about how we use cookies in our cookie policy and how you can control them by clicking Manage Settings. By continuing to use this site, you accept these cookies.

  • Have a lovely weekend - all! Be well and stay safe. Fun number with this one: Maneskin Beggin’
    Stephanie Link Fri 20 Aug 2021 20:06
  • July Las Vegas McCarran Airport traffic +9% m/m and down 7.9% vs 2019. This compares to prior month of +8.3% m/m - down 14.3% from 2019 levels. This group is incredibly oversold. $MGM $LVS $WYNN.
    Stephanie Link Thu 19 Aug 2021 19:31
  • $EL - truly incredible growth: TR up 56%, skincare up 42%, makeup 70%, fragrance 100% and haricare up 52%. Americas up 86%, EMEA up 65% and Asia/Pac up 30%. GM/OM beat. #compounder
    Stephanie Link Thu 19 Aug 2021 14:51
  • RT @WhartonBizDaily: Very excited to have @LizAnnSonders of @CharlesSchwab guest hosting tomorrow's show! Guests include: @MalcolmNance, @…
    Stephanie Link Thu 19 Aug 2021 01:25
  • $CSCO: "The demand is strong with our Q4 performance marking the highest product order growth in over a decade...we now have built up over $30 billion in remaining performance obligations".
    Stephanie Link Wed 18 Aug 2021 21:00
  • RT @oros_bob: Great to see our Chief Investment Strategist and Portfolio Manager Stephanie Link guest host on CNBC’s Squawk Box yesterday!…
    Stephanie Link Tue 17 Aug 2021 23:09
  • What to Expect From $AAPL Next iPhones, AirPods, Macs Link
    Stephanie Link Mon 16 Aug 2021 07:37
    This is the free version of Power On. If you like it, consider subscribing to Bloomberg.com — you'll receive this newsletter several hours earlier and get exclusive access to a Q&A section with me.

    This week: The next slate of iPhones and other devices are near, Apple turns AppleCare+ for Mac into a subscription service, the company races to temper the outcry over its new iCloud Photos features, and key Apple teams lose engineers. 

  • India joins other countries with a $1.4T infrastructure plan to boost growth Link
    Stephanie Link Mon 16 Aug 2021 07:22

    India aims to invest 100 trillion rupees ($1.35 trillion) in infrastructure to boost economic growth and create jobs, Prime Minister Narendra Modi said Sunday, laying out national priorities on the country’s 75th Independence Day.

    The investments will be made in India’s logistics sector to help integrate the country’s varied modes of transport, Modi said in a national address from the historic Red Fort in capital New Delhi. “This will cut travel time and increase industry productivity. It will help make Indian industry globally competitive and develop future economic zones.”

  • Still a 90minute wait for $AXP travel folk on phone reservations. But no worries the doom/gloom say there is no demand. #takingtheotherside
    Stephanie Link Sun 15 Aug 2021 16:32
  • Pretty sure Larry Culp isn’t following him: Former $GE CEO Jeff Immelt Bought Up Shares of This Healthcare Firm Link
    Stephanie Link Sat 14 Aug 2021 18:46

    Immelt paid $1 million on Aug. 4, the day after the quarterly report, for 114,000 Bright Health shares, a per-share average price of $8.80. According to a form the former General Electric (GE) CEO filed with the Securities and Exchange Commission, Immelt now owns 198,012 Bright Health shares. This is his first open-market purchase of Bright Health stock. Immelt received his other Bright Health shares from the conversion of pre-IPO preferred stock.

    Immelt has been a Bright Health director since April 2020. He is also a venture partner of venture-capital firm New Enterprise Associates, which is the largest shareholder of Bright Health with a 34% stake.

    Bright Health didn’t make Immelt available for comment. NEA didn’t respond to a request to make Immelt available.

    RBC Capital Markets analyst Frank G. Morgan maintained an Outperform rating and a $22 price target on Bright Health after the company’s earnings report. “We believe weakness through Tuesday’s...

  • Inflation is already on the rise. The stickier parts are worth watching no matter the infrastructure bill - wages and shelter. Link
    Stephanie Link Sat 14 Aug 2021 18:31

    Just as the breakneck pace of inflation seemed to be slowing, U.S. lawmakers took steps that could ensure it’s the reprieve itself that is transitory.

    It was almost easy to miss the $3.5 trillion budget resolution passed by the Senate at around 4 a.m. Wednesday, sandwiched, as it was, between the Senate’s passage of a $1 trillion bipartisan infrastructure package a day earlier and July’s cooler consumer-price index, which was released hours later.

  • Investing is buying something before it’s obvious. Patience is key. $BA Link
    Stephanie Link Sat 14 Aug 2021 18:31

    If Boeing expected investors to celebrate the surprising news that it had turned a profit in this year’s second quarter, it had another thing coming. Yes, the stock bounced up a bit after the company said it earned 40 cents a share in the period, its first quarterly profit since 2019—before the impact of two 737 MAX crashes and Covid-19 decimated its business. And there was more good news: Boeing reported that 175 countries have approved the resumption of the MAX for commercial flight, and that it has shipped more than 130 MAX jets since November.


  • Enjoy the weekend all - back at it Monday w/retail earnings + $CSCO + $NVDA + $DE. Will get a good read on consumer, enterprise spend recovery & precision farming. This is a gem: Cannons "Fire for You". I haven't heard one song from them that I haven't truly enjoyed.
    Stephanie Link Fri 13 Aug 2021 20:10
  • Watching the latest China ports closures. Supply chains in this region remain a wild card. Link
    Stephanie Link Fri 13 Aug 2021 05:09
    heightening concerns that the rapid spread of the delta variant will lead to a repeat of last year’s shipping nightmares.

    The Port of Los Angeles, which saw its volumes dip because of a June Covid outbreak at the Yantian port in China, is bracing for another potential decline because of the latest shutdown at the Ningbo-Zhoushan port in China, a spokesman said. Anton Posner, chief executive officer of supply-chain management company Mercury Resources, said that many companies chartering ships are already adding Covid contract clauses as insurance so they won’t have to pay for stranded ships.

  • Really good article: Inflation Probably Cooled Off in July. It’s Still a Problem. Link via @BarronsOnline
    Stephanie Link Wed 11 Aug 2021 12:43

    Investors will get the latest read on inflation Wednesday morning, when the Labor Department releases its July Consumer Price Index.

    Economists across Wall Street expect prices to have risen at a slower pace than in June, when the CPI was much hotter than expected. Those polled by FactSet anticipate a 5.3% rate of increase versus a year earlier, down a tenth from the June gain. From a month earlier, economists see a 0.5% rise, down from June’s 0.9% pace. Excluding the impacts of food and energy, expectations are for increases of 4.3% and 0.4%, respectively.

  • Semi supply chain issues are now at 20 weeks. Link via @technology
    Stephanie Link Wed 11 Aug 2021 06:32

    The amount of time it’s taking for chip-starved companies to get orders filled has stretched to more than 20 weeks, indicating the shortages that have held back automakers and computer manufacturers are getting worse.Chip lead times, the gap between ordering a semiconductor and taking delivery, increased by more than eight days to 20.2 weeks in July from the previous month, according to research by

  • Progress: $BA 737 MAX test plane takes flight in China Link
    Stephanie Link Wed 11 Aug 2021 06:02
    Plane took off from Shanghai at 9:24 a.m.Landed at Zhoushan Putoushan Airport - Chinese aviation blogsBoeing trying to gain approval for 737 MAX return in ChinaHoping for Chinese regulatory nod by year-end - Boeing CEO
  • Happy to celebrate the $MTN CEO retirement but the new CEO news - Kirsten Lynch has played an incredibly important role in the evolution of Vail Resort, pass sales, marketing, and asset growth from 5 in 2006 to 37 today. My real estate play.
    Stephanie Link Tue 10 Aug 2021 22:57
  • 4 Feds want taper talk/taper and now Evans says more time to "see". Powell is really theonly one that matters. But the bigger picture is we can eventually get away from emergency Fed/policy. That is a good thing. Link
    Stephanie Link Tue 10 Aug 2021 22:12

    Aug 10 (Reuters) - The current inflation spike shouldn't push the Federal Reserve to tighten monetary policy prematurely, with more months of labor data needed before any changes as well as more certainty that the pace of price increases will remain above the Fed's 2% target, Chicago Fed president Charles Evans said on Tuesday.

    "We are making progress ... We are well on our way," to the point where it would be appropriate for the Fed to begin trimming its $120 billion in monthly bond purchases and eventually raising interest rates, Evans said in an online meeting with reporters.

    The benchmark for that bond "taper" is likely to be met "later this year" based on expected strong continued job growth, Evans said.

    But unlike some of his colleagues who argue the Fed should start slowing bond purchases soon, Evans remained among those who feel most strongly that the current surge in prices is temporary, and that the Fed should be aggressive in seeing through its...

  • RT @HalftimeReport: Missed the Show? Follow the Podcast! Today: Scott Wapner and the Investment Committee debate what’s in store for the ma…
    Stephanie Link Tue 10 Aug 2021 18:07
Nikkei 225
TNX (UST10y)
Gold spot
Last update . Delayed by 15 mins. Prices from Yahoo!

  • Top 50 publishers (last 24 hours)