Category: Stocks
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What’s Going to Happen?
“Who knows what these polls even mean. No one even responds to them anymore.” Stanley Druckenmiller expresses his concerns about the Federal Reserve’s current monetary policy, drawing parallels to his 2021 opinion piece in The Wall Street Journal where he warned the Fed was “playing with fire” due to their commitment to forward guidance. Druckenmiller…
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Competition for Stocks
BlackRock and Citadel Securities, two financial heavyweights, have begun the process to create a new stock exchange in Texas. The Texas Stock Exchange directly challenges the dominance of the New York Stock Exchange (NYSE) and NASDAQ. The new exchange, located in Dallas, aims to have fewer restrictions on listed companies and offer a cheaper and easier…
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Best Performing Stocks of the past 5,10,15, & 20 yrs….
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Fireside Chat with Legends
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Earnings This Week
https://www.kiplinger.com/investing/stocks/17494/next-week-earnings-calendar-stocks *HD, TGT, WMT, WYNN, DE are some of the big ones*
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Leaders of Industry
Wall Street Journal summarizes key strategies of various successful companies, including Chick-fil-A’s focus on small menu items and strict franchise model, Costco’s commitment to low prices and limited product selection, and IKEA’s emphasis on flatpacking and democratic design. Starbucks’ early investment in espresso and mobile app have transformed the company into a global coffee giant,…
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Klarman’s Tabula Rasa
Klarman/Baupost Holdings https://whalewisdom.com/filer/baupost-group-llc-ma
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Amazon Spends
COLUMBUS, Ohio (AP) — Amazon’s profitable cloud business will invest roughly $7.8 billion by the end of 2029 to expand its data center operations in central Ohio cloud computing operations, further advancing the state’s efforts to establish itself as the Midwest’s technology hub. https://apnews.com/article/amazon-aws-ohio-data-center-investment-e35c8b726269b6b78ce05854f9f31d27
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Tom Lee on 2023
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MSFT ATVI Blocked
https://www.reuters.com/legal/us-judge-temporarily-blocks-microsoft-acquisition-activision-2023-06-14/