104065982
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Gapping up
$Uber Technologies(UBER.US$+2% (A Bloomberg report that Uber is considering spinning off its freight logistics division. The freight unit had $1.5 billion of revenue in the fourth quarter.)
$Hilton Worldwide(HLT.US$ +1.02% (Barclays upgraded the stock to overweight from equal weight, saying the company can weather macro challenges better than its peers. )
$Asana(ASAN.US$ +23% (Chairman and CEO Dustin Moskovitz, the company...
$Uber Technologies(UBER.US$+2% (A Bloomberg report that Uber is considering spinning off its freight logistics division. The freight unit had $1.5 billion of revenue in the fourth quarter.)
$Hilton Worldwide(HLT.US$ +1.02% (Barclays upgraded the stock to overweight from equal weight, saying the company can weather macro challenges better than its peers. )
$Asana(ASAN.US$ +23% (Chairman and CEO Dustin Moskovitz, the company...
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104065982
voted
In 2022: The market has sold off so much. 4 out of 5 analysts were calling for a recession in Europe and America. The Chinese economy was locked down due to virus restrictions causing supply chain issues. Russian war supply chain issues were apparent as well. Inflation was skyrocketing and there was no end in sight. This sent Treasury yields and the Dollar Index skyrocketing as the Fed was fighting inflation. Basically everything looked very bearish for equities last year. A lo...
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104065982
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MACRO
Morgan Stanley Says US Stocks Aren't Pricing Weak Data
Morgan Stanley strategist Michael Wilson expects a stock-market rally in 2024 following a challenging 2023 as the US economy suffers through an earnings recession.
His take elaborated on points he made in a note to clients on Monday: Namely, that investors are failing to price in a backdrop of weakening economic data and earnings for 2023. Recent optimism around ...
Morgan Stanley Says US Stocks Aren't Pricing Weak Data
Morgan Stanley strategist Michael Wilson expects a stock-market rally in 2024 following a challenging 2023 as the US economy suffers through an earnings recession.
His take elaborated on points he made in a note to clients on Monday: Namely, that investors are failing to price in a backdrop of weakening economic data and earnings for 2023. Recent optimism around ...
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104065982 : The only asset which goes long is GOLD