• $BA delivers first 787 to $AAL after 14 month delay. Production will restart at a very low rate but eventually get to 5/month. Positive for FCF turn. Let the upgrades begin.
    Stephanie Link Thu 11 Aug 2022 13:54
  • BRK/B: the company currently has significant stakes in $AXP 20%, $DVA 37% and $LSXMK 20%. Now at 20.2% in $OXY. Even if he doesn’t buy them out they all are great LT fundamental cos that have long term upside. #followwinners
    Stephanie Link Wed 10 Aug 2022 23:15
  • Contrarian call: $BAC adds $META on US 1 List and removes $GOOGL.
    Stephanie Link Wed 10 Aug 2022 12:26
  • I’m focused today’s ULC 2Q that were higher and tmrw’s CPI. Meanwhile - my daughter just spent 6 years at camp and learned more about life than any of this.
    Stephanie Link Tue 09 Aug 2022 22:44
  • $BAC consumer checkpoint money flow survey shows median rent payments increased by 7.4% in July y/y. 34% of US households are currently renters.
    Stephanie Link Tue 09 Aug 2022 13:14
  • 2Q Unit Labor Costs higher than expected and productivity lower - not a good combination. Link
    Stephanie Link Tue 09 Aug 2022 13:09

    Aug 9 (Reuters) - U.S. worker productivity fell sharply in the second quarter and on an annual basis posted a record decline, the Labor Department said on Tuesday.

    Nonfarm productivity, which measures hourly output per worker, fell at 4.6% annualized rate last quarter, after having declined by 7.4% in the first three months of the year, the report showed.

    Economists polled by Reuters had expected productivity would decline at a 4.7% rate in the April-June period.

  • Double ordering in spades in the semi industry. Today is $MU negative pre announcement.
    Stephanie Link Tue 09 Aug 2022 11:14
  • For many and my generation: God Bless and thank you for so much happiness and joy. Link
    Stephanie Link Tue 09 Aug 2022 00:11

    Her rendition of Anyone Who Had a Heart won her the top prize in another talent show, which included a trip to the UK. She was initially reluctant to leave Australia, but her mother saw it as a chance to build her daughter's career and flew with her to London in 1966.

  • Additional add: $OXY Berkshire Hathaway discloses another purchase of 6.7M shares. Small absolute but in total meaningful. +20% holding.
    Stephanie Link Mon 08 Aug 2022 23:46
  • After $TTWO and $NVDA remind me why $MSFT is shelling out $68.7B for $ATVI. 400m MAUs but also heavy beneficiary of Stay at Home in a competitive space.
    Stephanie Link Mon 08 Aug 2022 21:10
  • $NVDA: neg preannouncement for 2Q revs now expects at $6.7B vs. $8.1B consensus. GMs now 46.1% vs 67.1% prior. Gaming revenue down 44% q/q & down 33% y/y. Data Center revenue was $3.81 billion, up 1% q/q and up 61% y/y - strong but supply chain impact.
    Stephanie Link Mon 08 Aug 2022 13:13
  • Great stat from @verrone_chris this am: last week’s +34 basis point surge in 2-year yields marks the 2nd largest w/w change of 2022 (only trailing the +41bps move following the early-June CPI print), and the 4th sharpest weekly change since the beginning of the “QE era” in 2008.
    Stephanie Link Mon 08 Aug 2022 12:02
  • Consumer remains strong: U.S. Retail Sales jump more than expected on higher demand. Link
    Stephanie Link Thu 16 Sep 2021 12:46
  • Interesting - and hoping this doesn't end badly. Afterpay did a study that found that 42% of Gen Z and 69% of millennial shoppers were more likely to buy if Buy Now, Pay Later was an option. Link
    Stephanie Link Wed 15 Sep 2021 20:40
  • NFIB Chief Economist “4Q SMB owners are losing confidence in strength of future business conditions. Biggest problems facing small employers right now is finding enough labor to meet their demand &...managing supply chain disruptions.” These are supply issues vs demand.
    Stephanie Link Wed 15 Sep 2021 20:35
  • $PRU continues its asset sale strategy in order to focus on its core and growth businesses - selling 17% of their VA block to Fortitude Re for $2.2B.
    Stephanie Link Wed 15 Sep 2021 13:00
  • Continue to like this “boring” story: $T CFO provides business update at $BAC Conference - continues to successfully execute in its core businesses of 5G, fiber and HBO Max. Even if/when the yield is half.
    Stephanie Link Wed 15 Sep 2021 02:19
  • $BA: projects a $9T market over the next decade for aerospace products and services that it addresses, which is up from $8.5T a year ago and $8.7T in the pre-pandemic 2019 forecast, reflecting the market's continued recovery progress.
    Stephanie Link Tue 14 Sep 2021 12:08
  • Enterprise IT spending theme recovering: $CSCO $NTAP $PSTG - all better than expected earnings and solid guides.
    Stephanie Link Thu 26 Aug 2021 13:27
  • 2Q GDP 2nd revision driven by 11.9% growth in personal consumption along with hotter inflation with Price Index 6.1% and Core PCE Index at 6.1%. #taper
    Stephanie Link Thu 26 Aug 2021 12:37
  • TSMC hikes chip prices up to 20% amid supply shortage Link
    Stephanie Link Thu 26 Aug 2021 11:31

    TAIPEI -- Contract chipmaking giant Taiwan Semiconductor Manufacturing Co. told clients Wednesday that it plans to raise prices on products by as much as 20%, in what would be the company's steepest single increase.

    The price increases and the time frames for the hikes differ depending on the client, according to reports by Taiwan's Liberty Times newspaper and other media outlets. For some companies that received TSMC's notice, the hikes took effect immediately.

    TSMC and other Taiwanese semiconductor companies raised chip prices by more than 10% between last fall and this spring. But with strong demand continuing to outstrip supply, TSMC decided to sharply increase prices again.

  • Great fun again with my friends at ?@SquawkCNBC? - thank you. Link
    Stephanie Link Thu 26 Aug 2021 00:46
  • Good read on Delta and interesting tidbit from Raymond James: "...the rate of increase for Delta cases has slowed to 11.7% while the level for hospitalizations is at 14.7%, well below their respective totals of 32% and 37% two weeks ago". Link
    Stephanie Link Wed 25 Aug 2021 10:30
  • RT @HalftimeReport: Missed the Show? Follow the Podcast! Today: Frank Holland and the Investment Committee discuss the NASDAQ hitting a n…
    Stephanie Link Tue 24 Aug 2021 19:05
  • Macau eases COVID test rules for travelers crossing Guangdong-Macau border.
    Stephanie Link Tue 24 Aug 2021 10:14
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