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...
The last time$奈飛(NFLX.US)$reported a quarterly report, I pointed out the strengths of$流媒體概念(LIST2432.US)$over$迪士尼(DIS.US)$, and this time$奈飛(NFLX.US)$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$奈飛(NFLX.US)$paid subscriber base is still growing strongly and its net pro...
So what is the size of these organizations’ content expenditures?
This chart that compares the content spending of traditional media content giants (Disney, Wa...
$蘋果(AAPL.US)$ $特斯拉(TSLA.US)$ $流媒體概念(LIST2432.US)$ $Palantir(PLTR.US)$ $谷歌-A(GOOGL.US)$ $微軟(MSFT.US)$ $谷歌-C(GOOG.US)$ $Meta Platforms(META.US)$ $美國超微公司(AMD.US)$ $台積電(TSM.US)$ $英偉達(NVDA.US)$ $迪士尼(DIS.US)$
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
$SPDR 標普500指數ETF(SPY.US)$ $標普500指數(.SPX.US)$ $納指100ETF-Invesco QQQ Trust(QQQ.US)$ $3倍做多納指ETF-ProShares(TQQQ.US)$ $Snap Inc(SNAP.US)$ $Spotify Technology(SPOT.US)$ $特斯拉(TSLA.US)$ $微軟(MSFT.US)$ $亞馬遜(AMZN.US)$ $流媒體概念(LIST2432.US)$ $美國超微公司(AMD.US)$ $英偉達(NVDA.US)$ $摩根士丹利(MS.US)$ $英特爾(INTC.US)$ $特斯拉(TSLA.US)$ $蘋果(AAPL.US)$ $Meta Platforms(META.US)$ $賽富時(CRM.US)$ $可口可樂(KO.US)$ $美元指數(USDindex.FX)$ $3倍做多標普500ETF-Direxion(SPXL.US)$ $WTI原油主連(2406)(CLmain.US)$ $標普500指數主連(2406)(ESmain.US)$ $標普500ETF-Vanguard(VOO.US)$ $iShares羅素2000指數ETF(IWM.US)$ $納斯達克100指數(.NDX.US)$
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?
$SPDR 標普500指數ETF(SPY.US)$ $Spenda Ltd(SPX.AU)$ $Activision Blizzard(ATVI.US)$ $Arm Holdings(ARM.US)$ $特斯拉(TSLA.US)$ $虛擬實境(LIST2139.US)$ $微軟(MSFT.US)$ $美國超微公司(AMD.US)$ $台積電(TSM.US)$ $谷歌-A(GOOGL.US)$ $亞馬遜(AMZN.US)$ $流媒體概念(LIST2432.US)$ $道瓊斯指數(.DJI.US)$ $納斯達克100指數主連(2406)(NQmain.US)$ $SPDR道瓊斯指數ETF(DIA.US)$ $Meta Platforms(META.US)$ $ARK Innovation ETF(ARKK.US)$ $銀行指數ETF-SPDR KBW(KBE.US)$ $WTI原油主連(2406)(CLmain.US)$ $道瓊斯指數主連(2406)(YMmain.US)$ $投資組合標普500指數ETF-SPDR(SPLG.US)$ $ARK生物基因科技革新主動型ETF(ARKG.US)$ $PayPal(PYPL.US)$ $星巴克(SBUX.US)$ $塔吉特(TGT.US)$ $Visa(V.US)$ $ProShares Ultra VIX短期期貨ETF(UVXY.US)$ $蔚來(NIO.US)$
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.
$SPDR 標普500指數ETF(SPY.US)$ $標普500指數(.SPX.US)$ $納指100ETF-Invesco QQQ Trust(QQQ.US)$ $納斯達克100指數(.NDX.US)$ $迪士尼(DIS.US)$ $流媒體概念(LIST2432.US)$ $Adobe(ADBE.US)$ $SPDR道瓊斯指數ETF(DIA.US)$ $亞馬遜(AMZN.US)$ $英偉達(NVDA.US)$ $特斯拉(TSLA.US)$ $蘋果(AAPL.US)$ $PayPal(PYPL.US)$ $Visa(V.US)$ $萬事達(MA.US)$ $Palantir(PLTR.US)$ $Sea(SE.US)$ $納斯達克100指數主連(2406)(NQmain.US)$ $標普500指數主連(2406)(ESmain.US)$ $WTI原油主連(2406)(CLmain.US)$ $銀行指數ETF-SPDR KBW(KBE.US)$ $SPDR金融行業ETF(XLF.US)$ $SPDR黄金ETF(GLD.US)$ $標普500波動率指數(.VIX.US)$ $Peloton Interactive(PTON.US)$ $賽富時(CRM.US)$ $摩根士丹利(MS.US)$ $ChargePoint(CHPT.US)$ $Rivian Automotive(RIVN.US)$ $阿里巴巴(BABA.US)$
The Liberty companies trade for pennies on the dollar and CNBC pundits are clueless on what Buffett is buying
Stay tuned
$巴菲特持倉(LIST2999.US)$ $伯克希爾-A(BRK.A.US)$ $伯克希爾-B(BRK.B.US)$ $流媒體概念(LIST2432.US)$ $蘋果(AAPL.US)$
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