MS
13 posts
MS أُعيد تغريده
Discussed w/ @CarlQuintanilla @SaraEisen R2K -2% YTD & near lows on 3/23/23 post SVB failure. Good risk/reward. ~20% of rev from outside US vs ~30% for S&P & 53% for Magnificent 7 w/ $USD +7% since mid-July. Tail risk is another financial disaster w/ 10yr +129 bps since 3/23.
Squawk on the Street@SquawkStreet
Satori Fund Founder @DanielTNiles is rounding up a posse to go after a key member of the Magnificent 7: $AAPL 🏜️ Given the company's major revenue drivers outside the U.S. and overheating issues affecting the iPhone 15, he says it's "one of the two names we love to short on."
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MS أُعيد تغريده
Interview from earlier today on my views on the market, upcoming earnings season & Top 5 Picks for 2023.
Liz Claman@LizClaman
[WATCH] @DanielTNiles tells me his top #2023investmentpicks, plus what his prediction is for the S&P 500 and the #USEconomy #sp=show-clips" target="_blank" rel="nofollow noopener">video.foxbusiness.com/v/631882084311…
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MS أُعيد تغريده
Rally very powerful..another one day wonder? They have been since the November top
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Check out my Speedtest result! How fast is your internet? speedtest.net/my-result/a/51…
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