What a week! Thanks for the great conversations and support. Pretty cool tune that's held up well- great guitar action: Molly Hatchet - Flirtin' with Disaster
Stephanie Link Fri 06 Nov 2020 22:06

Brazil tractors up 5% Oct, combines up 52%. $DE $AGCO
Stephanie Link Fri 06 Nov 2020 17:36

Job recovery in Oct explains why consumer spend keeps surprising to the upside. Encouraging: diffusion index at 68.6% shows job growth broad based. Personal income is now up 9.2% from its April low. Coincides with stronger than expected 3Q earnings.
Stephanie Link Fri 06 Nov 2020 15:56

$WYNN announced a reorg of its online sports betting, social and online gaming properties for the next leg of growth. US sports betting and online gambling had a $1.9B TAM in 2019 - going to $12B by 2025.
Stephanie Link Fri 06 Nov 2020 12:06

I think somewhat overlooked is: econ data continues to be strong with productivity up 4.1% y/y in 3Q vs 2.2% last Q. Implications are: higher capex, profits, job mkt. Have already seen higher PMIs, ISMs, New Orders. #Vshaperecovery #withmorestimuluscoming
Stephanie Link Fri 06 Nov 2020 01:45

The studio pregame NFL Network needs to revamp. There’s got to be a seasoned female that would be additive.
Stephanie Link Fri 06 Nov 2020 01:10

Pretty strong eps/guides in the past 24 hours. Stocks follow profits. $PH $QCOM $EXPE $ZTS $BMY $CI $CTVA $CAH
Stephanie Link Thu 05 Nov 2020 15:10

Animal health remains a strong theme: $ZTS - another beat and raise with an increase in operational growth targets. TR +15% led by USA TR +18% and a return to Intl growth of 11%. #loveourpets
Stephanie Link Thu 05 Nov 2020 15:00

Love to see the consistency at $COST - October US Comps +16.4%; eCommerce +91%. US Traffic (an important driver of membership renewals) increased at its fastest rate since the start of the pandemic up +6.2%. #compounder
Stephanie Link Wed 04 Nov 2020 23:39

Another great stat from my friend Michael Dick at Mizuho: Market breadth is pretty weak today. Looking back at prior up 2% or more $SPX sessions, it’s very rare to have an Advancers minus Decliners number this low … currently it’s only 165, last occurring 20 years ago.
Stephanie Link Wed 04 Nov 2020 17:24

Impressive Oct ISM Mfg index figures today - up 3.9 ppts to 59.3% - highest level in over 2 years. New orders up 7.7 ppts - highest since Jan 2004. Employment is back over 50 for the first time since July 2019.
Stephanie Link Mon 02 Nov 2020 15:57

First set of #s out this busy week: China manufacturing PMI for Oct at 51.4, expanding for the 8th straight month, vs expected 51 and previous 51.5 Non-manufacturing PMI comes in at 56.2, vs expected 56 and previous 55.9
Stephanie Link Mon 02 Nov 2020 06:22

Great teams adjust at halftime. Overall great teams adjust. #fact
Stephanie Link Sun 01 Nov 2020 23:56

I am still processing the show on $NFLX “Social Dilemma”. But interesting nonetheless.
Stephanie Link Sun 01 Nov 2020 22:46

Pretty cool: tonight is a "blue moon," as it's the second full moon in one calendar month. Beautiful - and only happens around every 2.7 years. Enjoy. #onceinabluemoon
Stephanie Link Sat 31 Oct 2020 23:35

Proud of BC this afternoon vs Clemson. Should have had a more consistent/aggressive 2nd half offensive plan but still making progress. We’ll get there. #GoEagles
Stephanie Link Sat 31 Oct 2020 22:40

Have a nice wknd - thanks for the follow and support. Enjoy this music choice: Trace Adkins - You’re Gonna Miss This.
Stephanie Link Fri 30 Oct 2020 20:24

CEOs more confident with M&A - $1.1T in 3Q. 36 deals over $5B in 3Q alone. Link
Stephanie Link Thu 29 Oct 2020 23:19

$UPS plans on hiring 100K people for peak season - peak has always been an issue so refreshing to hear from new CEO Tome. @jimcramer @MadMoneyOnCNBC #qualityonsale
Stephanie Link Wed 28 Oct 2020 22:38

$MA noted that ~60% of consumers plan to use less cash after pandemic with ~70% believing the shift to electronic payments will be permanent. #cashtoplastic
Stephanie Link Wed 28 Oct 2020 18:32

Antonio Brown to Bucs. Something to get my head around. Pretty sure Brady will knock some sense into him. #winning
Stephanie Link Wed 28 Oct 2020 00:02

$MSFT: Azure grew more than expected at 48% y/y vs 45% expectations and Commercial Cloud rose 31% y/y vs 22% consensus. Solid but high expectations.
Stephanie Link Tue 27 Oct 2020 23:02

In the world of cyclicals these are important considerations: . $CAT dealer inventory will be down $2.5B 2H2020. Usually a sign of better demand and destock end. Operating leverage potential 2021. #close.
Stephanie Link Tue 27 Oct 2020 22:42

Some of the best long term advice on elections from Capital Group: no matter who wins 18 of last 19 decades if you invested $10K day of election you’d have made $$ 10 years later and 15 of those yrs you’d have doubled your $$. Think long term please.
Stephanie Link Mon 26 Oct 2020 23:21

$AIG part 2: CEO made $20.9m in 2018 vs $43.1m y/y 2017. I don’t even know what to say when looking at the stock price.
Stephanie Link Mon 26 Oct 2020 22:56