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$Netflix(NFLX.US)$reported a quarterly report, I pointed out the strengths of$Streaming Service(LIST2432.US)$over$Disney(DIS.US)$, and this time$Netflix(NFLX.US)$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$Netflix(NFLX.US)$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...
$Apple(AAPL.US)$ $Tesla(TSLA.US)$ $Streaming Service(LIST2432.US)$ $Palantir(PLTR.US)$ $Alphabet-A(GOOGL.US)$ $Microsoft(MSFT.US)$ $Alphabet-C(GOOG.US)$ $Meta Platforms(META.US)$ $Advanced Micro Devices(AMD.US)$ $Taiwan Semiconductor(TSM.US)$ $NVIDIA(NVDA.US)$ $Disney(DIS.US)$
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
$SPDR S&P 500 ETF(SPY.US)$ $S&P 500 Index(.SPX.US)$ $Invesco QQQ Trust(QQQ.US)$ $ProShares UltraPro QQQ ETF(TQQQ.US)$ $Snap Inc(SNAP.US)$ $Spotify Technology(SPOT.US)$ $Tesla(TSLA.US)$ $Microsoft(MSFT.US)$ $Amazon(AMZN.US)$ $Streaming Service(LIST2432.US)$ $Advanced Micro Devices(AMD.US)$ $NVIDIA(NVDA.US)$ $Morgan Stanley(MS.US)$ $Intel(INTC.US)$ $Tesla(TSLA.US)$ $Apple(AAPL.US)$ $Meta Platforms(META.US)$ $Salesforce(CRM.US)$ $Coca-Cola(KO.US)$ $USD(USDindex.FX)$ $Direxion Daily S&P 500 Bull 3X Shares ETF(SPXL.US)$ $Crude Oil Futures(JUL4)(CLmain.US)$ $E-mini S&P 500 Futures(JUN4)(ESmain.US)$ $Vanguard S&P 500 ETF(VOO.US)$ $iShares Russell 2000 ETF(IWM.US)$ $NASDAQ 100 Index(.NDX.US)$
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?
$SPDR S&P 500 ETF(SPY.US)$ $Spenda Ltd(SPX.AU)$ $Activision Blizzard(ATVI.US)$ $Arm Holdings(ARM.US)$ $Tesla(TSLA.US)$ $Virtual Reality (VR)(LIST2139.US)$ $Microsoft(MSFT.US)$ $Advanced Micro Devices(AMD.US)$ $Taiwan Semiconductor(TSM.US)$ $Alphabet-A(GOOGL.US)$ $Amazon(AMZN.US)$ $Streaming Service(LIST2432.US)$ $Dow Jones Industrial Average(.DJI.US)$ $E-mini NASDAQ 100 Futures(JUN4)(NQmain.US)$ $SPDR Dow Jones Industrial Average Trust(DIA.US)$ $Meta Platforms(META.US)$ $ARK Innovation ETF(ARKK.US)$ $Spdr S&P Bank Etf(KBE.US)$ $Crude Oil Futures(JUL4)(CLmain.US)$ $E-mini Dow Futures(JUN4)(YMmain.US)$ $SPDR Portfolio S&P 500 ETF(SPLG.US)$ $ARK Genomic Revolution ETF(ARKG.US)$ $PayPal(PYPL.US)$ $Starbucks(SBUX.US)$ $Target(TGT.US)$ $Visa(V.US)$ $ProShares Ultra VIX Short-Term Futures ETF(UVXY.US)$ $NIO Inc(NIO.US)$
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.
$SPDR S&P 500 ETF(SPY.US)$ $S&P 500 Index(.SPX.US)$ $Invesco QQQ Trust(QQQ.US)$ $NASDAQ 100 Index(.NDX.US)$ $Disney(DIS.US)$ $Streaming Service(LIST2432.US)$ $Adobe(ADBE.US)$ $SPDR Dow Jones Industrial Average Trust(DIA.US)$ $Amazon(AMZN.US)$ $NVIDIA(NVDA.US)$ $Tesla(TSLA.US)$ $Apple(AAPL.US)$ $PayPal(PYPL.US)$ $Visa(V.US)$ $MasterCard(MA.US)$ $Palantir(PLTR.US)$ $Sea(SE.US)$ $E-mini NASDAQ 100 Futures(JUN4)(NQmain.US)$ $E-mini S&P 500 Futures(JUN4)(ESmain.US)$ $Crude Oil Futures(JUL4)(CLmain.US)$ $Spdr S&P Bank Etf(KBE.US)$ $Financial Select Sector SPDR Fund(XLF.US)$ $SPDR Gold ETF(GLD.US)$ $CBOE Volatility S&P 500 Index(.VIX.US)$ $Peloton Interactive(PTON.US)$ $Salesforce(CRM.US)$ $Morgan Stanley(MS.US)$ $ChargePoint(CHPT.US)$ $Rivian Automotive(RIVN.US)$ $Alibaba(BABA.US)$
The Liberty companies trade for pennies on the dollar and CNBC pundits are clueless on what Buffett is buying
Stay tuned
$Berkshire Hathaway 13F(LIST2999.US)$ $Berkshire Hathaway-A(BRK.A.US)$ $Berkshire Hathaway-B(BRK.B.US)$ $Streaming Service(LIST2432.US)$ $Apple(AAPL.US)$
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