Bill @wabuffo
1) If you have no edge, correct position size is 'don't buy”. 2) Position sizing is determined by downside. 3) All great investing records employed leverage. Bikini Bottom Joined May 2010-
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Atlanta Fed GDPNow comes chargin' out of the gate for Q2 with a 3.9% estimate!
Maybe try zooming out for more perspective....
Maybe try zooming out for more perspective.... https://t.co/U3sU5Y5EUu
BTW - this March personal consumption expenditures will probably reflect itself in the Q1 GDP revisions going a bit higher... Also - it will be interesting to see what these numbers do to the Atlanta Fed's first forecast of Q2 GDP which comes out later today.
BTW - this March personal consumption expenditures will probably reflect itself in the Q1 GDP revisions going a bit higher... Also - it will be interesting to see what these numbers do to the Atlanta Fed's first forecast of Q2 GDP which comes out later today.
I know the focus today was on the PCE inflation nums. But how about some applause for the US consumer - who is absolutely crushing the estimates. 😎
Let's check in on another generally sub-prime credit card issuer... This time, Capital One ($COF). DQ's down here too in March (4.48% in March - vs 4.72% in Feb and 4.78% in Jan). Another macrobear narrative starts to go down in flames....
Let's check in on another generally sub-prime credit card issuer... This time, Capital One ($COF). DQ's down here too in March (4.48% in March - vs 4.72% in Feb and 4.78% in Jan). Another macrobear narrative starts to go down in flames.... https://t.co/VoWlEm6arf
Worried about credit card DQ's? As expected, starting to head lower in March. This from $SYF (Synchrony Financial).
labor market showing no sign of slowdown.... not a surprise if one has been following federal employment tax receipts.
everyone relax. consumption & fixed investment components of GDP were very strong.
everyone relax. consumption & fixed investment components of GDP were very strong.
Gotta love the military pace at which $GTX is reducing its share count. The company hoovered up over 5% of its shares outstanding between Feb 9th - April 19th this year. That brings the share count reduction to 27% in a little over 9 months (since early June 2023). The…
$CASH 👍
Perhaps US consumer spending is strong because employment income growth is also strong. +6% so far 3 weeks into April per US Federal employment taxes & FICA withholdings.
US consumers still doing what they do best.... consuming!
Jeremy Raper @puppyeh1
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Aurelius is good on banks 💯
If you’re looking for a bank follow. Follow me. Hard hitting and unbelievably obvious math. In honor of $FRBK from 10/23/23. Also around the day I first bought $C too.
@jdo05176116 @Ibeherenow2 @RichAStern This guy got it right. It’s just a shoddy post
Maybe try zooming out for more perspective....
@ragnarisapirate Grew up near a base where they flew nearly every day. Beautiful sight and always reassuring.
@wabuffo Interesting their guide for industry production is flat to down, much more conservative than what $F was saying yesterday
Outside of shelter, healthcare, and auto insurance, inflation is running well under 2%, OK, before you say, “gee, that’s great, as long as you’re happy to be homeless, don’t drive, and don’t need any healthcare”. But that’s not the reason to exclude those three categories. The…
@wabuffo Amazing to see its rebirth - from fraud transfer Bk to ICE pack leader - headlines for the ICE space are looking better and better - any thoughts on a rerate in the valuation?
@wabuffo @ThomasBraziel I’ll have to dig in. I can see the small turbo market being eaten by hybrids and EVs…but I don’t see that in the heavy equipment and truck transport side ANYTIME soon.
$CASH A favorite financial of mine reported another solid quarter tonight. CASH bought back 765k shares at $51.20. That represents 3% of the outstanding shares. Lending results were excellent and earnings were $2.56 per share. CASH confirmed 2024 earnings of $6.45 at midpoint.
@BillBrewsterTBB @gatorcapital @wabuffo Please refer to it as meta. Times have changed, but it will forever be meta in our hearts
@no__bs__ @BillBrewsterTBB @gatorcapital @wabuffo This is not a comparison one should make.
@wabuffo @blondesnmoney “Regulatory Jihad” for the win 🥇
@wabuffo @blondesnmoney I keep reading that over and over and still laughing.
This is the best Pathward call I can remember. Lots of talk about collateral quality and why opportunities exist. cc @gatorcapital @wabuffo
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