Professional organizations (TV stations, streaming services) spend money on content acquisition and creation. YouTube, a video website that mainly focuses on long-tail creators’ UGC, will also “purchase” content through advertising monetization and other methods. So what is the size of these organizations’ content expenditures? This chart that compares the content spending of traditional media content giants (Disney, Wa...
Personally, i think the recent brutal sell off has been overdone. But I like overdone stuff (except for my steak haha), so that I can take the opposite direction, and be a contrarian. Interestingly, Fear and Greed index has reached extreme greed level 2 days ago - the first time in about 6 months. Be greedy when others are fearful? Sold a Put on the day when the index hit extreme fear, on Tesla. Not financial advice. And it’s a risky move. Not just that, I have also picked up a few sha...
razo2 :
hahaha... I like this thesis. my guess he will hike or put a higher dot plot for longer. JP needs to test oil strength today. JP pivot or pause oil will rally and JP will lose his job.
bullrider_21 :
The market is already expecting a rate cut. That's why it has been rallying for most of the year. No rate cut for 1 year? Maybe market will crash.
70729741 :
The market is manipulating the interest rate narrative. There is no rate cut in sight, yet they used that to artificially inflate the stock market. Now they will all take hefty returns while the retail investors get smoked.
The last time$奈飞(NFLX.US)$reported a quarterly report, I pointed out the strengths of$流媒体概念(LIST2432.US)$over$迪士尼(DIS.US)$, and this time$奈飞(NFLX.US)$Q2 performance is even better than the first quarter, and if there are no bright spots on the Disney front, the gap has widened even further. After all, Disney is suffering from severe churn and not much improvement in profitability, while$奈飞(NFLX.US)$paid subscriber base is still growing strongly and its net pro...
Expendabiggles :
Bad part, inflation has not come down. They keep reporting it lowering but those of us on the bottom going broke can see clearly that the FED is lying their asses off. Everything still sky high and absolutely unsustainable. Can’t afford to buy houses, cars, pay for rent, gas, food, or medical. Everything is FUBAR! They can cry soft landing all fuk’n day. That sh*t ain’t happen bruh in reality. Not unless their next rate hikes kills the market dead so prices ACTUALLY come down. The longer FED lies and pumps this bullshit market to make joe look like he’s not failing BIG TIME, the worse the fallout is gonna be when the nuke called our economy goes off. Lies only stay buried so long and the devil has come for his due.
razo2Expendabiggles:
actually he been lying since May 2022. the CPI calculation was changed to only calculate based on one year data, not 3 years based on Paul Volcker.
razo2 :
I be surprised people expect a pivot. looking at unchanged core inflation calculation, we are sitting at 6.1%. if JP pivot you will see inflation in double digits and oil will be 300 bucks unchanged. you all need to remember lag base effects. based on June 2023 pause rate, oil has gone up from 68 to 80. food prices has gone up 10% for meat and 20% for wheat. services inflation had gone up as well. JP have no choice but to keep increasing interest rates until the core inflation is below the rate hike. then he needs to keep it there for at least 6 months. so you are looking at middle of 2024 for this high interest rates.
So what is the size of these organizations’ content expenditures?
This chart that compares the content spending of traditional media content giants (Disney, Wa...
$苹果(AAPL.US)$ $特斯拉(TSLA.US)$ $流媒体概念(LIST2432.US)$ $Palantir(PLTR.US)$ $谷歌-A(GOOGL.US)$ $微软(MSFT.US)$ $谷歌-C(GOOG.US)$ $Meta Platforms(META.US)$ $美国超微公司(AMD.US)$ $台积电(TSM.US)$ $英伟达(NVDA.US)$ $迪士尼(DIS.US)$
Be greedy when others are fearful? Sold a Put on the day when the index hit extreme fear, on Tesla. Not financial advice. And it’s a risky move. Not just that, I have also picked up a few sha...
I kind of miss the bear market’s IV, where Tesla was on average at 80%+, and I recalled on some rare occasions, it surged to 100% IV
Some other stocks like Microsoft, Google and Apple have seen their IV increased recently too
$SPDR 标普500指数ETF(SPY.US)$ $标普500指数(.SPX.US)$ $纳指100ETF-Invesco QQQ Trust(QQQ.US)$ $3倍做多纳指ETF-ProShares(TQQQ.US)$ $Snap Inc(SNAP.US)$ $Spotify Technology(SPOT.US)$ $特斯拉(TSLA.US)$ $微软(MSFT.US)$ $亚马逊(AMZN.US)$ $流媒体概念(LIST2432.US)$ $美国超微公司(AMD.US)$ $英伟达(NVDA.US)$ $摩根士丹利(MS.US)$ $英特尔(INTC.US)$ $特斯拉(TSLA.US)$ $苹果(AAPL.US)$ $Meta Platforms(META.US)$ $赛富时(CRM.US)$ $可口可乐(KO.US)$ $美元指数(USDindex.FX)$ $3倍做多标普500ETF-Direxion(SPXL.US)$ $WTI原油主连(2406)(CLmain.US)$ $标普500指数主连(2406)(ESmain.US)$ $标普500ETF-Vanguard(VOO.US)$ $iShares罗素2000指数ETF(IWM.US)$ $纳斯达克100指数(.NDX.US)$
CPI and PPI are still a little hot and sticky. Retail sales and spending still strong.
What if rate cut doesn’t come in till a year later?
$SPDR 标普500指数ETF(SPY.US)$ $Spenda Ltd(SPX.AU)$ $Activision Blizzard(ATVI.US)$ $Arm Holdings(ARM.US)$ $特斯拉(TSLA.US)$ $虚拟现实(LIST2139.US)$ $微软(MSFT.US)$ $美国超微公司(AMD.US)$ $台积电(TSM.US)$ $谷歌-A(GOOGL.US)$ $亚马逊(AMZN.US)$ $流媒体概念(LIST2432.US)$ $道琼斯指数(.DJI.US)$ $纳斯达克100指数主连(2406)(NQmain.US)$ $SPDR道琼斯指数ETF(DIA.US)$ $Meta Platforms(META.US)$ $ARK Innovation ETF(ARKK.US)$ $银行指数ETF-SPDR KBW(KBE.US)$ $WTI原油主连(2406)(CLmain.US)$ $道琼斯指数主连(2406)(YMmain.US)$ $投资组合标普500指数ETF-SPDR(SPLG.US)$ $ARK生物基因科技革新主动型ETF(ARKG.US)$ $PayPal(PYPL.US)$ $星巴克(SBUX.US)$ $塔吉特(TGT.US)$ $Visa(V.US)$ $ProShares Ultra VIX短期期货ETF(UVXY.US)$ $蔚来(NIO.US)$
This is not quite in line with market expectations as the market sees the probability as 10% or less.
This is probably why major indices and stocks accelerated their decline towards to end of the closing bell.
$SPDR 标普500指数ETF(SPY.US)$ $标普500指数(.SPX.US)$ $纳指100ETF-Invesco QQQ Trust(QQQ.US)$ $纳斯达克100指数(.NDX.US)$ $迪士尼(DIS.US)$ $流媒体概念(LIST2432.US)$ $Adobe(ADBE.US)$ $SPDR道琼斯指数ETF(DIA.US)$ $亚马逊(AMZN.US)$ $英伟达(NVDA.US)$ $特斯拉(TSLA.US)$ $苹果(AAPL.US)$ $PayPal(PYPL.US)$ $Visa(V.US)$ $万事达(MA.US)$ $Palantir(PLTR.US)$ $Sea(SE.US)$ $纳斯达克100指数主连(2406)(NQmain.US)$ $标普500指数主连(2406)(ESmain.US)$ $WTI原油主连(2406)(CLmain.US)$ $银行指数ETF-SPDR KBW(KBE.US)$ $SPDR金融行业ETF(XLF.US)$ $SPDR黄金ETF(GLD.US)$ $标普500波动率指数(.VIX.US)$ $Peloton Interactive(PTON.US)$ $赛富时(CRM.US)$ $摩根士丹利(MS.US)$ $ChargePoint(CHPT.US)$ $Rivian Automotive(RIVN.US)$ $阿里巴巴(BABA.US)$
The Liberty companies trade for pennies on the dollar and CNBC pundits are clueless on what Buffett is buying
Stay tuned
$巴菲特持仓(LIST2999.US)$ $伯克希尔-A(BRK.A.US)$ $伯克希尔-B(BRK.B.US)$ $流媒体概念(LIST2432.US)$ $苹果(AAPL.US)$
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