• Consumer Confidence picking up around the world: EZ posted highest level since last March. US Consumer Confidence at the 4th highest monthly improvement on record.
    Stephanie Link Tue 29 Sep 2020 15:15
  • Fabulous stat from my friend, Michael Dick at Mizuho: "As of tonight's close the $SPX is up exactly 50% from the March closing lows. And exactly half of that has come from Monday performance alone".
    Stephanie Link Mon 28 Sep 2020 20:59
  • The 4th regional manufacturing index posted improvement as the Dallas Fed Reserve posted the highest general business activity in 2 years. Prices paid also increased - to the highest level since Dec 2018, similar to Empire, Philly and KC series.
    Stephanie Link Mon 28 Sep 2020 16:39
  • @SquawkCNBC Thank you for the invitation. Was fun! #themes #housing #auto #manufacturing $APTV $SWK $FIS.
    Stephanie Link Mon 28 Sep 2020 14:59
  • Curious: NYC football budget. #anyone?
    Stephanie Link Sun 27 Sep 2020 22:38
  • NYC Football - cannot comprehend. They join the Knicks. All of us that have played in competitive sports are beside ourselves.
    Stephanie Link Sun 27 Sep 2020 22:18
  • RT @think_katierass: By @Stephanie_Link
    Stephanie Link Sat 26 Sep 2020 15:47
  • Good to see $AVGO Chairman Henri Samueli buying stock. First stock buy in the open market since 2003.
    Stephanie Link Sat 26 Sep 2020 14:32
  • Not sure where the time went - remember the live version from 1981 by John Mellencamp - Ain't Even Done with the Night. Pretty cool tune for the weekend. Thanks for the week.
    Stephanie Link Fri 25 Sep 2020 19:01
  • $DRI Mgmt quote of the day and maybe of the season:   “No, we've seen no fall off with the stimulus … actually, we're seeing average weekly sales across the system improve every single week"
    Stephanie Link Thu 24 Sep 2020 22:05
  • $COST ecommerce comps at 91.3%. Follows $NKE digital at 82%. Some other consumer highlights as of late: $LEN $RH $AZO $AN $MLHR. #trendcontinues
    Stephanie Link Thu 24 Sep 2020 21:45
  • I will take that $MS upgrade of $FCX AMC. Copper has been resilient. #globalrecovery #housing
    Stephanie Link Wed 23 Sep 2020 23:04
  • RT @15MinuteFA: I had a ton of fun talking with @Stephanie_Link today. She even said I could record it and share it with you all on the pod…
    Stephanie Link Wed 23 Sep 2020 01:38
  • $NKE - greater China recovered with 6% rev growth. This is 19% of TR for the company, but more importantly, 54% of EBIT.
    Stephanie Link Tue 22 Sep 2020 20:33
  • Existing home sales jump to 14-year high, as prices set another record Link
    Stephanie Link Tue 22 Sep 2020 14:18
  • $AZO comp up 21.8% - throughout the Q sss increased 21-27% per week. During the last 4 weeks (w expiration of enhanced unemployment benefits) sss still rose 16.5%. #auto
    Stephanie Link Tue 22 Sep 2020 11:38
  • DVR’d KC/LAC. Can’t say I’ve been a big LAC fan but Herbert has a lot of promise.
    Stephanie Link Mon 21 Sep 2020 22:37
  • Incredible: CDC says it erroneously posted guidance that said coronavirus spreads through air and travels beyond 6 feet Link
    Stephanie Link Mon 21 Sep 2020 16:42

    Earlier in the day, the World Health Organization said it contacted the CDC about the guidance change. 

    The WHO had not seen any "new evidence" on airborne particles and was checking with the CDC to "better understand" the exact nature of the change, Dr. Mike Ryan, executive director of the WHO's health emergencies program, said during a news conference at the agency's Geneva headquarters.

    The WHO has said Covid-19 primarily spreads through respiratory droplets that pass when an infected person coughs, sneezes or breathes. Studies have shown that the new coronavirus could spread through aerosols in the air, and the WHO has said it is monitoring "emerging evidence" of possible airborne transmission.

    The international agency's position "on this remains the same," Ryan said, "and we've always said going back over months and months about the potential for different kinds of roots of transmission and particularly driven by the context, the...

  • NY football is almost unwatchable. Headed out for another 18.
    Stephanie Link Sun 20 Sep 2020 19:21
  • Have a great weekend, all. Thanks for the conversations. Cool tune of the week: Justin Timberlake ft. Chris Stapleton - Say Something.
    Stephanie Link Fri 18 Sep 2020 20:44
  • University of Michigan Consumer Survey posted another increase - the 4th in the last 5 months. Highest level since March.
    Stephanie Link Fri 18 Sep 2020 15:09
  • $DOW CEO interview worth listening to - various end markets are improving. ?@CNBCClosingBell? Link
    Stephanie Link Fri 18 Sep 2020 13:24
    Jim Fitterling, Dow CEO, joins 'Closing Bell' to discuss the recovery the company has seen in manufacturing and durable goods amid the coronavirus pandemic. Fitterling also discusses the sustainability efforts the company has taken and what it means for the rest of the world.
  • Most impressive: first man in 70 yrs to come back from 2 sets down to win. US Open. Link
    Stephanie Link Fri 18 Sep 2020 01:59
  • Dominic Thiem | US Open 2020 Winner's Speech Link via @YouTube
    Stephanie Link Fri 18 Sep 2020 01:39
  • New farm aid coming $DE $CAT $POT Link
    Stephanie Link Thu 17 Sep 2020 22:43

    WASHINGTON (Reuters) - U.S. President Donald Trump will announce a new round of aid to farmers of about $13 billion at a campaign rally in Wisconsin on Thursday night, a source familiar with the situation told Reuters.

    Trump in April announced a $19 billion relief program to help U.S. farmers cope with the impact of the coronavirus, including $16 billion in direct payments to producers and mass purchases of meat, dairy, vegetables and other products.

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