• Interesting comp differential between $DG and $DLTR driven by mix of who has more consumables vs discretionary. $DG sss +18.8% in Q vs $DLTR sss +7.2%.
    Stephanie Link Thu 27 Aug 2020 13:47
  • Mortgage demand from homebuyers spikes 33% annually @CNBC Link
    Stephanie Link Wed 26 Aug 2020 11:30
    Mortgage applications to purchase a home rose just 0.4% last week from the previous week but were a remarkable 33% higher than a year ago, according to the Mortgage Bankers Association.Pent-up demand from the disastrous spring market and the new stay-at-home mindset combined to send more consumers rushing to either buy homes for the first time or upgrade what they already have.Low mortgage rates are only adding fuel to the fire.
  • RT @lisaabramowicz1: U.S. bond yields keep creeping higher as longer-term inflation expectations pick up. 10-year breakeven rates have rise…
    Stephanie Link Wed 26 Aug 2020 10:40
  • Another dept store with challenges: $JWN sales down -53%. #havesandhavenots
    Stephanie Link Wed 26 Aug 2020 10:25
  • Global rebound --where most remain skeptical Link
    Stephanie Link Wed 26 Aug 2020 00:45

    Global trade surged in June as governments started to reopen their economies from strict lockdowns earlier in the year. There was growth in almost all countries, according to CPB World Trade Monitor, after huge declines in the previous three months. Even after the 7.6% jump in June, trade was down 12.5% in the second quarter, with the headline index at the lowest since 2014.

  • Not sure I discount Jack Ma - Link
    Stephanie Link Wed 26 Aug 2020 00:35

    The Hangzhou-based company will issue no less than 10% in new shares of its total capital, according to its filing with the Shanghai exchange. Ant generated 72.5 billion yuan ($10.5 billion) in revenue in the first half, after full-year sales of 120.6 billion yuan in 2019, it said. The firm posted a profit of 21.2 billion yuan in the first half.

  • $CRM RPO (future booking indicator) is all you need to know: $15.2B vs $14.1B expected. This laggard will return to leadership. #nicejob
    Stephanie Link Tue 25 Aug 2020 21:05
  • Powell set to deliver 'profoundly consequential' speech, changing how the Fed views inflation Link
    Stephanie Link Tue 25 Aug 2020 13:34
  • On $BBY call: Domestic online sales +175% through first 3 weeks of August. Says 3 permanent changes as a result of pandemic: more digital, workforce needs to evolve, technology is playing more crucial role
    Stephanie Link Tue 25 Aug 2020 13:04
  • We don’t see this often in the golf world: Dustin Johnson became the first player since 2006 to win by 11 strokes or more. Tied Jordan Spieth for the second-best score-to-par number of 30 under since 1950.
    Stephanie Link Mon 24 Aug 2020 21:44
  • Software security has a $1T+ TAM in the next 8 years. No surprise here: $PANW 4Q billings accelerated to 32% y/y - driven by strong execution, next gen technology & work-from-home tailwinds. $FTNT
    Stephanie Link Mon 24 Aug 2020 21:04
  • A really feel good read: Lessons from 102-year-old who survived Covid, flu pandemic, cancer Link
    Stephanie Link Sun 23 Aug 2020 20:58

    "It wasn't bad."

    That's what 102-year-old Mildred Geraldine "Gerri" Schappals had to say about getting sick with Covid-19 at her assisted living facility in Nashua, New Hampshire, according to local news site WMUR.

  • Retail sales globally are recovering: UK +3.6% m/m (3rd consecutive mo), Canada +23.7% m/m (2nd consecutive record increase) and Mexico +7.8% m/m (2nd consecutive mo). #recovery
    Stephanie Link Sun 23 Aug 2020 14:43
  • Interesting read: Link
    Stephanie Link Sun 23 Aug 2020 14:33
    winner-take-all geography, with coastal superstar cities like New York, Los Angeles, Seattle, and Washington, D.C., garnering a disproportionate share of high-tech startups, corporate headquarters, and innovation and talent. But surging costs and inequality in these places—elements of what I call the
  • Encouraging: https://t.co/WxmUk704Md
    Stephanie Link Sun 23 Aug 2020 14:33
  • European banks have lost almost 90% of their value since their 2007 peak. Wow.
    Stephanie Link Sun 23 Aug 2020 14:28
  • I’ve been a big fan of $UPS for a while. Carol Tome is a re-rater. Period. #awesomejobsofar
    Stephanie Link Fri 07 Aug 2020 21:40
  • Back from my second run today. This is a good one to listen to: Alan Walker - Fade (NCS release - instrumental). Happy weekend all.
    Stephanie Link Fri 07 Aug 2020 21:00
  • Mike Darda from MKM: Inflation expectations at the 10-year horizon, which were on the front edge of both the collapse and recovery in risk assets this year, have recovered most of what was lost during the first three months of the year.
    Stephanie Link Fri 07 Aug 2020 16:20
  • We have a way to go but progress: within a three-month period, the U.S. has re-gained 42% of the jobs lost during the March-April plunge.
    Stephanie Link Fri 07 Aug 2020 16:15
  • $FB joins the group of "stay at home" until July 2021 Link
    Stephanie Link Fri 07 Aug 2020 13:00

    (Reuters) - Facebook Inc (FB.O) will allow employees to work from home until July 2021 due to the coronavirus outbreak and will give them $1,000 for home office needs, a spokeswoman for the social media giant said on Thursday.

    The company joins other big technology firms that have taken similar steps recently.

    Late in July, Alphabet Inc’s (GOOGL.O) Google said it would allow employees who do not need to be in the office to work from home until the end of June 2021, while Twitter Inc (TWTR.N) had proposed remote work indefinitely for some of its employees.

    “Based on guidance from health and government experts, as well as decisions drawn from our internal discussions about these matters, we are allowing employees to continue voluntarily working from home until July 2021”, a Facebook spokeswoman said in an emailed statement.

    “In addition, we are giving employees...

  • Great conversation once again with my friends - thanks. Don’t fight the “global” Fed. ?@CNBCClosingBell? ?@WilfredFrost? ?@SaraEisen? Link
    Stephanie Link Fri 07 Aug 2020 00:39
  • State Dept lifts international travel ban Link
    Stephanie Link Thu 06 Aug 2020 19:09

    The U.S. State Department has lifted its advisory on avoiding international travel. 

    The agency said Thursday in a press release that lifting the global health advisory, issued at the highest alert level – level 4 – March 19, was done in coordination with the Centers for Disease Control and Prevention. 

    "With health and safety conditions improving in some countries and potentially deteriorating in others, the Department is returning to our previous system of country-specific levels of travel advice ... in order to give travelers detailed and actionable information to make informed travel decisions," the release says, adding that the customary level 1 through 4 advisories for specific countries on Travel.State.gov provide more detailed information about specific conditions in individual countries.

    "This will also provide U.S. citizens more detailed information about the current status in each country," it continued. "We...

  • Factory orders in Germany jumped by 27.9% m/m in June vs above consensus for an up 10.1%. Solid increases in both domestic and export new orders, jumping by 35.3% and 22.0%, respectively.
    Stephanie Link Thu 06 Aug 2020 10:39
  • RT @HightowerAdvsor: Hightower’s Chief Investment Strategist & Portfolio Manager @Stephanie_Link joined #SALTTalks with SkyBridge’s Founder…
    Stephanie Link Wed 05 Aug 2020 21:28
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