Unfortunate event today at the US Open. Will be discussed for time to come. #hopelinejudgeok. Link
Stephanie Link Sun 06 Sep 2020 20:32Top seed Novak Djokovic has been defaulted from his US Open fourth-round match after accidentally hitting a ball at a line judge in a fit of anger.
More to follow.
- Enjoy the long weekend - thanks for your ideas and kind words. Oldie but goodie -- Jay Z, Alisha Keys "Empire State of Mind". Stephanie Link Fri 04 Sep 2020 20:55
- Data continues to improve in the economy: NFP in Aug added 1.3m jobs in Aug, Household Survey addedd 3.7m m/m and Workforce participation rate improve to the best level since March at 61.7%. Stephanie Link Fri 04 Sep 2020 14:25
- RT @noneal510: Said goodbye today to the man that taught a little girl how to look up ticker symbols and stock prices in the newspaper when… Stephanie Link Fri 04 Sep 2020 00:44
- Reviewing Q conf call $EL: 50% organic growth in 4Q in China, every brand & channel +”strong +DD” & online remain robust. Invests in a high-touch online experience in China along w cost restructuring should lead to continued strong growth. This stock trades on China. Stephanie Link Fri 04 Sep 2020 00:34
- Let's put this into perspective: YTD $XLK up 30%, $RLG (Russell 1K growth) up 25%, and $RLV down (Russell 1K value) down 11%. Of the cyclical sectors only $XLY has kept up - sort of - at up 18%, thanks to $AMZN which is up 82%. Stephanie Link Thu 03 Sep 2020 21:24
- The news in the August ISM Services Index is that the Price Index increased 6.6 points to 64.2 - highest reading in 2 years. Stephanie Link Thu 03 Sep 2020 15:39
- Another impressive monthly sales report from $COST - August core comps +14.5% with US +14.3%. Ecommerce + 101.6% and accelerated m/m again. Stephanie Link Thu 03 Sep 2020 12:44
- RT @HightowerAdvsor: On the blog this week: Richard Saperstein of Hightower’s Treasury Partners discusses Hightower's strength, growth and… Stephanie Link Wed 02 Sep 2020 20:08
Wards estimated light vehicle sales of 15.19 million SAAR in August 2020 (Seasonally Adjusted Annual Rate), up 4.6% from the July sales rate, and down 11.0% from August 2019. Click on graph for larger image. This graph shows light vehicle sales since 2006 from the BEA (blue) and an estimate for August from Wards 2020 (red). The impact of COVID-19 was significant, and April was the worst month. Since April, sales have increased, but are still down 11.0% from last year. The second graph shows light vehicle sales since the BEA started keeping data in 1967. Note: dashed line is current estimated sales rate of 15.19 million SAAR. I'll have more when the BEA releases their August estimate tomorrow.
- My favorite ESPN sports host of all-time now focuses on tennis and gives great perspective on the US Open this week - Chris McKendry #idol #usopen Stephanie Link Tue 01 Sep 2020 23:27
- August Caixin China Manufacturing PMI rose to 53.1 - highest level since January 2011. Output increased for the sixth consecutive month, New Orders increased at the fastest pace since early 2011, and New Export Orders increased for the first time this year. Stephanie Link Tue 01 Sep 2020 18:42
- $AAPL & $TSLA both announced stock splits over the past month and since have collectively gained $770 billion in market cap. Stephanie Link Tue 01 Sep 2020 13:22
- Buffett shows confidence once again and buys a 5% stake in several Japanese trading cos. Could eventually be a 9.9% interest in each in total. Pretty sure this is a bet on the Japanese economy making some sort of a come back. I wouldn’t ignore. Stephanie Link Tue 01 Sep 2020 01:41
- Dallas Fed reported that the Current General Business Activity Index improved +11 points M/M to +8.0 in August - 4th month in a row and now indicates growth for the first time in 6 months. New orders, shipments and employment all showed solid gains. Stephanie Link Mon 31 Aug 2020 22:01
- $ZM up double digits AMH post better earnings, revs and guide. They have said their TAM in the next few yrs is $45 billion. This is the new life we are in... Stephanie Link Mon 31 Aug 2020 21:51
- Great quote that Bill Gates relays from Warren Buffett: “You will move in the direction of the people that you associate with...it’s important to associate with people that are better than yourself..They will form you as you go through life”. Link Stephanie Link Sun 30 Aug 2020 17:20Join the Gates Notes community to get regular updates from Bill on key topics like global health and climate change, to access exclusive content, comment on stories, participate in giveaways, and more.
- Ample 3Q data stronger than expected -- consumer spend, ISM new orders, housing and auto production points to 3Q GDP north of 25%. #snapback Stephanie Link Sun 30 Aug 2020 16:20
- Pardon the interruption on music. Just heard this great new drop from Chris Stapleton’s “Starting Over” that I thought worthy of a share. Enjoy. Link @tasteofcountry Stephanie Link Sat 29 Aug 2020 19:19
The first single from Starting Over, its title track, arrived on Thursday. It's one of the songs to feature Tench, and was co-written by Stapleton and original SteelDrivers member Mike Henderson, a frequent collaborator and former bandmate of Stapleton's. The teaser video that Stapleton posted on Monday (Aug. 24), features the song "Watch You Burn," which he co-wrote with Campbell and which features the All Voices Choir.
- This goes under the “know what you own” - $XLY top 5 holdings: $AMZN has a 25% weight, $HD @ 12.6%, $MCD @ 6.4%, $NKE@5.3%, $LOW @ 4.6%. Stephanie Link Sat 29 Aug 2020 18:34
- What a week! Have a lovely weekend. Music choice is a feel good tune: Luke Bryan - “Believe most people are good”. Stephanie Link Fri 28 Aug 2020 19:53
- Consumer spending posted another solid month in July +1.6% M/M against a newly revised higher 6.2% in June. Even if August/September are flat, consumer spending will have increased 37% Q/Q at an annualized rate. Pretty nice snap back. Stephanie Link Fri 28 Aug 2020 14:48
- SAAS Cloud with such momentum - $WDAY $CRM and they haven’t even hit their stride with $1T TAM ahead of them. Stephanie Link Fri 28 Aug 2020 07:03
- Another example of investing for change: $ULTA online sales increased more than 200% vs 100% q/q and now makes up 41% of TR. Gained share across all areas even prestige makeup. Stephanie Link Fri 28 Aug 2020 06:58
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