$Disney(DIS.US$ Disney paid subscribers.
Q4 FY23 (ending September 2023):
🔵 Disney+ *: 150M (+3% Q/Q).
🟢 Hulu: 48.5M (flat Q/Q).
🔴 ESPN+: 26M (+3% Q/Q).
*
• Disney+ Core: 113M (+7% Q/Q).
• Disney+ Hotstar: 38M (-7% Q/Q).
Q4 FY23 (ending September 2023):
🔵 Disney+ *: 150M (+3% Q/Q).
🟢 Hulu: 48.5M (flat Q/Q).
🔴 ESPN+: 26M (+3% Q/Q).
*
• Disney+ Core: 113M (+7% Q/Q).
• Disney+ Hotstar: 38M (-7% Q/Q).

Oil down to $75 and bond yields keep dropping.
If we were seeing strong economic growth we wouldn’t be seeing this type of price action.
Recession incoming.
$Invesco QQQ Trust(QQQ.US$$SPDR S&P 500 ETF(SPY.US$$Chevron(CVX.US$$Exxon Mobil(XOM.US$
If we were seeing strong economic growth we wouldn’t be seeing this type of price action.
Recession incoming.
$Invesco QQQ Trust(QQQ.US$$SPDR S&P 500 ETF(SPY.US$$Chevron(CVX.US$$Exxon Mobil(XOM.US$
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MHfin
liked and voted
Fed meeting preview
FOMC going to be extra spooky this week. 👻
Here's a chart showing market expectations about where interest rates will go at different points in time.
Currently, rate CUTS are expected to begin in June 2024 with a 36% chance of another HIKE ahead.
Next FOMC rate hike probabilities:
No hike → 99.9%
25 bps cut → 0.1%
Economists say the Fed will likely leave interest rates alone when its next rate-setting meeting concludes on Nov. 1, so Fed Chair Jerome Powell & Co. can keep asses...
Here's a chart showing market expectations about where interest rates will go at different points in time.
Currently, rate CUTS are expected to begin in June 2024 with a 36% chance of another HIKE ahead.
Next FOMC rate hike probabilities:
No hike → 99.9%
25 bps cut → 0.1%
Economists say the Fed will likely leave interest rates alone when its next rate-setting meeting concludes on Nov. 1, so Fed Chair Jerome Powell & Co. can keep asses...



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🛢️ $Chevron(CVX.US$ Chevron's Q3 2023 Earnings Report: $6.5B in earnings and $3.48 EPS, but a year-over-year dip. Major acquisitions and $20B returned to shareholders! 📈 $Exxon Mobil(XOM.US$ $ConocoPhillips(COP.US$$BP PLC(BP.US$$Equinor(EQNR.US$$Shell PLC(SHEL.US$$TotalEnergies(TTE.US$$Petroleo Brasileiro SA Petrobras(PBR.US$$Schlumberger(SLB.US$$EOG Resources(EOG.US$$Hess Corp(HES.US$
Financial Performance:
✅ Total Earnings: $6.526 billion, down from $11.231 billion YoY, a notable d...
Financial Performance:
✅ Total Earnings: $6.526 billion, down from $11.231 billion YoY, a notable d...

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$S&P 500 Index(.SPX.US$ It's been a great year for the 50 largest stocks in the S&P 500, which are still up 24% YTD even after the recent pullback. But the performance of the average stock paints a very different picture with the S&P 500 equal weight down 1% YTD and small caps down 3.5%.

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The S&P 500 won't hit new highs for years warns Billionaire investor Leon Cooperman
$Nasdaq Composite Index(.IXIC.US$$Dow Jones Industrial Average(.DJI.US$$S&P 500 Index(.SPX.US$
$Nasdaq Composite Index(.IXIC.US$$Dow Jones Industrial Average(.DJI.US$$S&P 500 Index(.SPX.US$

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Bull & Bear Indicator at “extreme bearish”
"Contrarian buy signal triggered"
Median 3-month returns post buy signal
US stocks +5.4%
global stocks +7.6%
stocks vs IG bonds +9.1%
HY bonds vs Treasuries +6.4%
Via - Hartnett, Bank of America today
$SPDR S&P 500 ETF(SPY.US$$Invesco QQQ Trust(QQQ.US$$S&P 500 Index(.SPX.US$$Nasdaq Composite Index(.IXIC.US$$Dow Jones Industrial Average(.DJI.US$
"Contrarian buy signal triggered"
Median 3-month returns post buy signal




Via - Hartnett, Bank of America today
$SPDR S&P 500 ETF(SPY.US$$Invesco QQQ Trust(QQQ.US$$S&P 500 Index(.SPX.US$$Nasdaq Composite Index(.IXIC.US$$Dow Jones Industrial Average(.DJI.US$

The Fed is losing money rapidly, on the verge of bankruptcy and more printing is the only way out.
For basically all of its history, the Fed is self-funded, turns a profit and sends it to the Treasury (the taxpayer). Now the Fed is rapidly losing money, underwater on its investments and its liabilities will soon exceed its assets:
Technically since the Fed can fabricate money infinitely, it can't actually go bankrupt. But it will signal to the world the extent to which Fed is losing control of th...
Technically since the Fed can fabricate money infinitely, it can't actually go bankrupt. But it will signal to the world the extent to which Fed is losing control of th...
3
MHfin
liked
Israel conflict could affect oil markets, Russian official says
The current war between Israel and Palestinian militant group Hamas could affect oil markets, according to Russian Deputy Prime Minister Alexander Novak.
Novak represents Moscow in discussions and policy-setting carried out by the Organization of the Petroleum Exporting Countries and its allies, collectively known as OPEC+.
On Wednesday, he will meet with Saudi Energy Minister and de facto OPEC leader Abdulaziz bin Salman to consult ...
Novak represents Moscow in discussions and policy-setting carried out by the Organization of the Petroleum Exporting Countries and its allies, collectively known as OPEC+.
On Wednesday, he will meet with Saudi Energy Minister and de facto OPEC leader Abdulaziz bin Salman to consult ...

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