Lee3
@Lee_Lichterman
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Private investor that's been around the block a few times and seen many manias come and go. Retired Air Force and trade full time now.
Joined April 2020
Better than feared…
Apple has now had zero revenue growth in nearly six years. The stock is up 400% since then. You live in a ponzi scheme not a free market.
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Not a big deal since drawdowns are normal end of month but this week saw a larger than usual Bank deposit drawdown of 142 Billion. Normal runs around 80-100 end of month. This along with the TGA going over 1 Trillion, Bank Reserves below 3, Overnight REPO spiking to almost 30
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Speaker Johnson sounds off after Democrats SUED the Dept of Agriculture for trying to figure out how many illegal aliens receive welfare: “They SUED the USDA for asking how many illegal aliens are on the program in California, New York, and other states” “We are trying to get
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If you get bored this weekend, compare debt/equity for the MAG 7. AAPL up there all by itself in the stratosphere. 😂 When is this turkey going to get cooked?
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Stayed in because my channels were working perfectly. Had the setup at the day's low and ready to execute and had a trespasser turkey hunting. ARGHHH! Missed the trade. I should have just got out the backhoe and buried him.
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#2 is my personal favorite. I call it the guitar string analogy. The harder it is plucked one way, the further it snaps back the other way.
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Kind of strange the last few nights we haven't had any meaningful movement at 3 AM. We almost always had 3 AM ramps for a few hours and when we didn't, we had good declines. The last few days we've just been flat. Going to bed. 😴
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Remember when this mattered?
Japanese Yen hits weakest level against the U.S. Dollar in more than 8 months 🚨
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This has always scared the heck out of me. I discuss this all the time. In EVERY organization I have ever been in, out of an average 30-40 people, there's usually 2-3 people that are truly proficient and dedicated. The rest are varying degrees of competent & do enough to not get
Universities have marketed themselves less as academic institutions and more as lifestyle brands. They’ve de-emphasized rigor, standardized tests, and intellectual discomfort in favor of “community,” “fit,” & “experience” Students now expect constant validation, emotional
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Breadth readings like Highs vs Lows & EMAs getting into oversold areas despite the indexes barely pulling back. Also here is my AMZN trackers though I am not certain about the cash flow for this quarter...
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If we sell off 70 SPX points on high volume and recover 50 in overnight low volume, it's bullish right? Asking for a friend. 😉
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If you remove the Anthropic gain and add back the special charges — and $AMZN “core” net income is closer to $17.1 billion, implying EPS ≈ $1.55 not $1.95. The so-called “BEAT” would of been a MISS
Behind the Tech Earnings Curtain 🟢 • $AMZN FCF 📉 -69% despite record sales • $AAPL single digit growth 41× P/E • Fed Repo Ops hit $10.3B Discount window $8B liquidity stress 📈 📊 Full analysis & strategy in the link ↓ https://t.co/5YBJ7llpgw
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Just a heads up. All these numbers you are seeing about the great results from tonight's tech are using "Adjusted", "ProForma" make believe numbers. GAAP don't look as good at all. These companies keep making their statements harder and harder to decipher but the way I figure
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Interesting take on EOY fund bookings muting market response. Might make next week more interesting and something to keep in mind.
$SPY $QQQ $AAPL Tim Cook pumping. Sales were meh and supply constrained. So Tim is pumping next quarter. Mutual fund year end tomorrow. If there is a pullback, it won’t be a major drawdown imho.
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And their operating margin is like a consumer Staple.
Very strong quarter from Amazon, no doubt... but at the same time, $AMZN's free cash flow is collapsing AI CapEx is consuming so much capital...
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Very strong quarter from Amazon, no doubt... but at the same time, $AMZN's free cash flow is collapsing AI CapEx is consuming so much capital...
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It's amazing that every time the market goes red, Trump announced a deal. Meanwhile, J Powell did his part. To infinity and beyond!!!!
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Does anyone follow non tech? I'm curious why US operating margin for PPC is 14.2% but Mexican and European are around 5-6%. Quite the difference.
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You have to give it to the market manipulators. MSFT, META, CMG miss and tank but they goose GOOGL and bump up AAPL so QQQ is flat. 😂
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All money is chasing the AI trade. Breadth is horrendous yet I'm not seeing any signs of defense. XLP is sliding into the abyss and other defensive plays like trash companies like WM & RSG are at year lows. Even utilities are starting to ease. A lot of XLP staples still sport 20
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