• $AAPL: 44% of US iPhone owners plan to purchase iPhone 13 Link via @benlovejoy
    Stephanie Link Tue 10 Aug 2021 12:57

    If you’re planning on an iPhone 13 purchase this year, you’re in good company, according to a new survey. It revealed that some 44% of current iPhone owners in the US plan to buy one of this year’s models.

    When it came to specific models, the standard iPhone 13 was the most popular choice, followed by the iPhone 13 Pro Max. The survey also identified which of the rumored new features was the greatest purchase motivator …

  • Gene Simmons is worth $400m. Not sure I agree with his thoughts to crypto/art/markets - but he has figured out how to make money. More than most.
    Stephanie Link Mon 09 Aug 2021 22:01
  • These are amazing numbers: JOLTS at a record high 10.073m job openings in June - up 64.8% y/y with the prior month revised higher. Quits up 443K - a sign of confidence on better job opps. #wages
    Stephanie Link Mon 09 Aug 2021 16:31
  • Wages increases are more sticky vs transitory: Wall Street’s Hottest Commodity - College Grads With Excel Skills Link
    Stephanie Link Sun 08 Aug 2021 14:25
    young talent.

    Big banks can’t hire junior staff fast enough -- not even at the new going rate of $100,000 a year. Chalk it up to the pandemic. Or the notoriously long hours. Or youthful realizations that maybe banking isn’t all it’s cracked up to be.

  • Unbelievable: Ledecky May Owe U.S. $44,000 in Taxes for Olympics Glory Link
    Stephanie Link Sun 08 Aug 2021 12:30
  • The reality: Return to the Office Five Days a Week? How About Never Again Link
    Stephanie Link Sun 08 Aug 2021 12:30
    Wall Street, in Silicon Valley and everywhere in between — are struggling to keep their grip on a previously sacrosanct part of working life: Where you need to be to do your job.

  • My amazing cousin gave this to me. https://t.co/XHgdoakJw0
    Stephanie Link Sat 07 Aug 2021 22:39
  • Have a lovely weekend all - thanks for the conversations and follows. Too many Kenny Chesney songs but perhaps this one a little less popular - Knowing You.
    Stephanie Link Fri 06 Aug 2021 21:43
  • $ZG: Sold 2086 homes generating record revenue in home segment. "Moving to the city is no longer a requirement; the "great reshuffling" the future of life and work".
    Stephanie Link Thu 05 Aug 2021 21:47
  • $CTVA activists at work: announces a new $1.5B buyback. Welcome Dave Anderson, CFO.
    Stephanie Link Thu 05 Aug 2021 21:42
  • $FAST - a good tell on the economy posted July daily sales growth of 9.7% with fastener sales growth of 22%, manufacturing growth of 22.5%, non resi construction of 9.5% and national accounts of 15%.
    Stephanie Link Thu 05 Aug 2021 11:41
  • Sticking with $WYNN - staying patient for the t/a in Macau - sort of new this would be disappointing for 2Q. Not sure who didn't know w stock down 41% from highs. Executing in the mean time what they can (LV) and Mass Premium Strategy still worth owning imo.
    Stephanie Link Thu 05 Aug 2021 02:06
  • Thank you @SquawkCNBC and @BeckyQuick for a fun chat this morning. Never a dull moment. Link
    Stephanie Link Thu 05 Aug 2021 01:51
  • Huge news in the gaming sector: VICI Properties to buy MGM Resort-controlled MGM Growth in $17.2 billion deal Link
    Stephanie Link Wed 04 Aug 2021 14:26

    (Reuters) -MGM Growth Properties, majority controlled by MGM Resorts , agreed on Wednesday to sell itself to VICI Properties Inc in a $17.2 billion deal that will see the casino operator cash in on its valuable real estate to fund growth.

    Shares of MGM Growth surged about 10% in premarket trading, MGM Resorts rose about 5%, while VICI dipped about 1%.

    The stock-for-stock deal, which includes $5.7 billion of debt, will get MGM Resorts $4.4 billion for its stake in MGM Growth and is a part of MGM’s ‘asset light’ strategy to invest in areas such as sports betting and casino development in Japan.

    Last month, MGM Resorts said it would buy the remaining 50% stake in its joint venture CityCenter complex, so that it could sell two properties within the complex to private equity firm Blackstone for $3.89 billion.

  • $ZTS continues to do its thing: The co has entered into an agreement to acquire Jurox - a private animal health company which develops, manufactures and markets a wide range of veterinary medicines for treating companion animals and livestock. Building out international ops.
    Stephanie Link Wed 04 Aug 2021 12:10
  • This is interesting and may explain a bit of the $GE action in coming days. $GE is now a 2.4% weight vs 1% before the reverse in $SPX. Wouldn't be surprised to see some right sizing. Not changes here. On the other hand $GXO is worth a big look. Full disclosure = involved both.
    Stephanie Link Tue 03 Aug 2021 23:45
  • Many parts of this economy frustrating: 34 minutes to make a doctor appt and 95 minutes at $AXP to cancel one. #transitory maybe and maybe not.
    Stephanie Link Mon 02 Aug 2021 21:34
  • $FANG - '22 maintenance capex much better than expected, raises base dividend, lowers '21 budget. This is exactly what we want to see disciplined energy companies doing regardless of the oil price.
    Stephanie Link Mon 02 Aug 2021 21:14
  • ISM new orders stays above 60 for 13th consecutive month - LEI for corporate capex and eps revisions.
    Stephanie Link Mon 02 Aug 2021 14:58
  • So incredible: Annika Sorenstam just showed us what happens to talent over time Link
    Stephanie Link Mon 02 Aug 2021 02:53

    FAIRFIELD, Conn. — How you like your time warps? Try out this one:

    No rope lines.

    Classic course with wild greens.

    Creaking-floor clubhouse, with snaps of local boys who made good — Gene Sarazen, Julius Boros — on the walls.

    Gold medal (and a theoretical check for $180,000) waiting on the porch for the winner.

    And the winner: Annika Sorenstam. She won by eight over her fellow Swede, Liselotte Neumann.

    Let’s Do the Time Warp Again.

    The theme song of this third U.S. Senior Women’s Open, held at the very excellent Brooklawn Country Club.

    If you like the Country Club in Brookline, Mass., and Rolling Green, near Philadelphia, and Interlachen near Minneapolis, you’ll like this Brooklawn. The course, designed by A.W. Tillinghast, is tucked in a neighborhood of tall trees and wide sidewalks. The American dream.

  • $SQ to buy Australia’s Afterpay in $29 billion deal Link
    Stephanie Link Sun 01 Aug 2021 22:48

    SYDNEY— Square Inc. has agreed to an all-stock deal worth around $29 billion to acquire Australia’s Afterpay Ltd. , an installment-payment company that positions its service as a cheaper and more responsible alternative to a credit card.

    Square SQ,

  • $BAC plans on increasing div by 17% on top of the $25B BB. Just beginning the s/h return story.
    Stephanie Link Mon 28 Jun 2021 21:04
  • The Middle East business hub leads to record real estate sales. Global recovery. Link via @wealth
    Stephanie Link Mon 28 Jun 2021 11:08

    A record burst of sales in the priciest corners of the global property market may be ushering in a post-pandemic era of exuberance in real estate -- with Dubai among the front-runners.

    The Middle East business hub is the latest city to light up with what

  • CCAR - bank news next 2 weeks will be fun for capital allocation and dividend news. What we’ve been waiting for @WilfredFrost - if I can take you away from the amazing soccer. #WFC #BAC #COF #MS
    Stephanie Link Sun 27 Jun 2021 21:48
  • Flash PMIs with Markit at record highs and oil up 3.8% for the week. Let’s say it could be peak but stronger for longer. No change in my portfolio allocation. @HightowerAdvsor
    Stephanie Link Sun 27 Jun 2021 21:43
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