Diversify had designed a quality investment platform with the personal touch and support of a true partnership. Disclosure: https://xitter.gq/t.co/qf97qP8x5O
Sandy, UT
Joined January 2023
- Tweets868
- Following79
- Followers47
- Likes174
Diversify retweeted
GS DESK:
“.. Continued semis pressure as a result of the view that by 2028 we won't have enough Data Center shells (land, power, shell)...and...therefore, we will likely have too many semiconductors and not enough 'datacenter shells' for them to go into.”
$NVDA
Diversify retweeted
3Q unit labor costs -0.7% vs. +1.9% prior (rev up from +1.2%); nonfarm productivity +3.6% vs. +2.1% prior (rev down from +1.4%)
Diversify retweeted
New York Stock Exchange opens after Democrats sweep midterms xitter.gq/i/broadcasts/2ybVPPopN…
Diversify retweeted
As investors get increasingly nervous about the total amount of AI capex, they're demanding a greater premium to own tech debt. Spreads on tech debt are now the highest relative to those on other investment-grade bonds going back to 2003. h/t @DRBCurtis
Diversify retweeted
TSMC’s $265 billion buildout in Arizona – the biggest foreign investment in US history – has sparked a real estate boom in the Phoenix suburbs bloomberg.com/news/features/…
Diversify retweeted
The forward 12-month P/E ratio for $SPX is 18.7, which is below the 5-year average (19.8) and below the 10-year average (19.1). #earnings, #earningsinsight, bit.ly/3U5E8bN
Diversify retweeted
Canada and the European Union on Friday set out an ambitious new partnership, forged in a matter of weeks out of their separate conflicts with President Trump. on.wsj.com/4zXhzVM
Diversify retweeted
Follow the free cash flow.....so far, tech companies that are maintaining positive free cash flow are being rewarded. Those that aren't are being punished. If today's premarket losses hold, Alphabet is poised to lose $397.6 billion of market valuation in one day.
Diversify retweeted
Amazon is going big on Alexa hardware in time for Apple's HomeView release. It plans a $500 Echo Show 16, a camera-equipped Echo Studio, a sleep-sensing bedside clock, a smart photo frame and a new Echo Dot. bloomberg.com/news/articles/…
Diversify retweeted
Latest 3Q2026 real GDP estimate from @AtlantaFed GDPNow model is +3.4%, down from October 20 prior read of +3.5%
Diversify retweeted
Thursday's 10-year Treasury yield decline of 0.193 percentage point (to 4.952%) is the largest single day yield decline since March 10, 2023, which is the day Silicon Valley Bank failed.
Diversify retweeted
Meta, which is the second largest stock in the S&P 500 Communication Services sector, has reported negative free cash flow for the third quarter
Diversify retweeted
Bloomberg:
Hedge funds' "absorption of US government debt has outpaced other US creditors, leaving the funds with roughly 8.5% — or about $2.7 trillion — of outstanding Treasuries as of late last year.
It’s a noteworthy sum given hedge funds’ ability to move rapidly, leverage their trades and their flexibility in selling a Treasury security."
#economy #markets #hedgefunds #bonds #yields
Diversify retweeted
3M topped Wall Street’s profit estimates and raised its full-year outlook for the second straight quarter bloomberg.com/news/articles/…
Diversify retweeted
France's 10-year bond yields are surging to new post-2012 highs relative to German 10-year yields.
Diversify retweeted
US stock traders are beating bond desks. What does this role reversal mean for Canadian banks? Read more in this week’s Bay Street Edition. bloomberg.com/news/newslette…
Diversify retweeted
With this morning's CPI report, we now know that inflation-adjusted average weekly earnings fell by 0.1% y/y in September.
It was worse for inflation-adjusted average hourly earnings, which fell by 0.7% y/y (the sixth consecutive decline).
Diversify retweeted
FT Exclusive: The US Treasury fined Bank of America more than $1bn for money laundering and sanctions violations, concluding it failed to properly report more than $5bn in suspicious transactions. ft.trib.al/w0MUnYf
Diversify retweeted
EU adopts nearly 1,600 new sanctions listings targeting Russia reut.rs/4B0JjKD reut.rs/4B0JjKD
Diversify retweeted
U.S. Stocks Rise as Iran Escalation Fears Subside on.wsj.com/3Ui5pHS
