Daily Stock Picks $GOOG earnings tonight - 10-24-23 Market Update
I think $GOOG is still a great buy. There's so much more upside to the stock.
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NOTES
Remind folks to rate on Spotify as it does help
I am going to do auto ads on the podcast as well. Don’t be angry - Daddy needs to monetize a little. I’ve been doing all of this at very little income levels so a 30 second ad should be okay. Just realize - auto ads seems to put one every 10 min or so. This way I can keep the podcast free and only really charge for the newsletter. Which has received positive reviews.
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Ackman covered the bond shorts - stocks moved up and yields moved down.
At 9:45 AM ET today, Bill Ackman posted that he covered his bond shorts.
4 hours later, the 10-year note yield is down 15 basis points, on track for its biggest daily drop in 2 weeks.
This comes nearly 2 months after he publicly took a large bond short position.
Ackman said there is too much risk in the world to continue shorting bonds.
He also said that the economy is slowing faster than recent data suggests.
Core portfolio update from seeking alpha
If you’re looking for a home - condolences
https://x.com/lastcallcnbc/status/1716604633466937691?s=46&t=7y4v-tHaIEzjLo4Lw72X7g
EARNINGS THIS WEEK
Remember ggLL and GGLS other levered etfs to trade around earnings
Tomorrow’s earnings
Thursday
$smci
Bitcoin
$aapl
https://x.com/munster_gene/status/1716556476767236300?s=46&t=7y4v-tHaIEzjLo4Lw72X7g
$DVN a buy? $49.55 above is the key in this article
Social requests
Highway on fb
G-man do you think Sofi is a buy ?
Look at stock nerds newsletter - https://www.stockmarketnerd.com/p/news-of-the-week-october-2-6
$hsy for Rony on fb
SCANS
$MRK - took this out of the core portfolio
$SGEN
$ISRG
Core Portfolio stocks that were a buy in the 65 min algo before the market open
$NVDA
$NFLX
$WMT
$SMCI