Immediate Trade

Category: Uncategorized

  • Wallace Weitz had a good Q2!

    The Fund’s technology-related stocks were again among the largest quarterly contributors, with Meta Platforms, Inc. (META), CoStar Group, Inc. (CSGP), Alphabet, Inc. (GOOG), and Oracle Corp. (ORCL) leading the way. Back in the “old” economy, rocks-and-gravel producer Vulcan Materials Co. (VMC) saw its stock rise more than 30% during the quarter. The aggregates pricing power…

  • Getting High?

  • Earnings next week…TSLA, NFLX

  • 6/20/23

    https://media.licdn.com/dms/document/media/D4E10AQF0toTR_Tk9rA/ads-document-pdf-analyzed/0/1685027405027?e=1687798800&v=beta&t=xqj18k5NlsNOegEgJXFmm9uRJ1e1vac8jAPUp0YopdE Surprise Surprise…PIMCO likes bonds “moving away from a “TINA” world(where “there is no alternative” to equities) to one in whichbonds look cheap relative to equities. Now, bonds also appearattractive due to the current stage of the economic cycle… We maintain our underweight in equities and take a cautiousapproach, with a focus on low-leverage and…

  • 6/16/23

    Markets are quiet before the long weekend! Some highlights: MJ sold to the guy who got caught shorting gamestop!? LOL https://www.chicagobusiness.com/sports/michael-jordan-finalizing-sale-charlotte-hornets MJ selling majority interest in Charlotte Hornets to a group of investors led by Gabe Plotkin and Rick Schnall. Jordan is expected to keep a minority stake and a presence with the franchise even…

  • Jordan Sells Bobcats

    https://www.chicagobusiness.com/sports/michael-jordan-finalizing-sale-charlotte-hornets MJ sold to the guy who got caught shorting gamestop!? LOL https://www.chicagobusiness.com/sports/michael-jordan-finalizing-sale-charlotte-hornets MJ selling majority interest in Charlotte Hornets to a group of investors led by Gabe Plotkin and Rick Schnall. Jordan is expected to keep a minority stake and a presence with the franchise even after the sale is complete, ESPN said. Plotkin…

  • 6/15/23

    Ray Dalio and Thomas Friedman discuss China’s Confucianism way of thinking and how it affects China’s foreign policy. China views itself as a family and its country as an extended family. Confucianism is a top-down, hierarchical philosophy based on strict parenting. They focus on mutual respect between those who are more powerful and those who…

  • 6/13/23

    https://www.youtube.com/watch?v=zWqJSDBV1Yw Donald Trump is expected to plead not guilty to 37 felony counts linked to owning classified documents related to national security as well as charges of conspiracy to obstruct justice and lying about it ahead of his first appearance in a courtroom in Miami. Trump met his lawyers yesterday close to the court, supposedly…

  • 6/12/23

    Nassim Taleb, hedge fund manager and author of “The Black Swan” discusses the limitations of financial models. He argues that most of the world is driven by Fat-Tailed processes and that using normal distributions in risk analysis is not accurate. Taleb explains that Modern Portfolio Theory, which uses a mix of stocks and bonds, does…

  • 6/9/23

    Todays Videos Drought conditions throughout the Corn Belt in the USA continue to worsen due to above-normal temperatures paired with little moisture, with nearly 55% of the contiguous US in some level of drought this week compared to 50% last week and 58% last year. The rain is forecasted to fall over the next seven…