William Gustafson

Portfolio Manager and equity research analyst since 2006 with a focus on real estate and US equities.

[William Gustafson @FindingEquity]

@Ameela_56 7

[William Gustafson @FindingEquity]

@rosie_88i 13

[William Gustafson @FindingEquity]

@BoucherNicolas YouTube

[William Gustafson @FindingEquity]

@Immy_220 10

[William Gustafson @FindingEquity]

@0DonaldTrumpJr1 3452839

[William Gustafson @FindingEquity]

@jessefelder Another thing is what are the near term signs of a slowdown that could happen vs the backlog in orders…. Is there a near term catalyst to slow speculation?

[William Gustafson @FindingEquity]

@jessefelder One thing that was not in the article was how long it will take for a competitor to design and manufacture an adequate substitute.

[Jesse Felder @jessefelder]

'To get to a $740 share price simply requires NVDA to maintain a monopolist-like operating profit margin of 55% for the next decade, while also growing sales 10x to more than $600bn. For context, the entire industry sold $527bn worth of chips last year.' https://t.co/VQK0kOkM8H

[William Gustafson @FindingEquity]

Marvel drops actor Jonathan Majors after assault conviction, source says @CNBC https://t.co/bAbPzeCNvv

[William Gustafson @FindingEquity]

Enphase Energy will lay off roughly 10% of workforce as part of restructuring plan @CNBC https://t.co/Y7KdUVCDIB

[William Gustafson @FindingEquity]

Also note recent announcements from Citi, Twilio, State Street, Hasbro, Spotify, Amazon and Chewy…

[William Gustafson @FindingEquity]

GM's Cruise laying off 900, or 24% of its workforce: Read the memo here @CNBC https://t.co/24cMCnXJ28

[John P. Hussman, Ph.D. @hussmanjp]

yes, even if we see a recession - bond yields typically don't retreat materially until you're over a year in

[Jeffrey Gundlach @TruthGundlach]

US budget deficit is near 9% of GDP in an economy not viewed as being in recession. That means if a year ago we actually (*shock*) balanced the budget, GDP would have been near -6% last 12 months. If rates stay at 5.5% long enough interest payments will go up another $1 TRILLION

[William Gustafson @FindingEquity]

We keep seeing more and more stories like this one…

[William Gustafson @FindingEquity]

Etsy stock falls after company lays off 11% of its staff @CNBC https://t.co/GAhi3xQZv4

[Kantro @MichaelKantro]

Will this bond-induced relief rally finally provide for sustainable breadth? Or should you not chase the recovery trade and stick with quality? The better risk-reward is the latter IMHO. Quality typically leads until earnings *broadly* improve. #macro #hoPe $RSP $IWM

[Kantro @MichaelKantro]

History is very consistent - bond yields will not go down and stay down until the Fed is at their last rate hike. Then bonds rally hard. We remain neutral on LT bonds here. Trying to be patient. #macro #Fed #pivot $TLT

[Kantro @MichaelKantro]

Market performance after the Fed is done hiking depends on 2 things: 1) are we heading towards a recession?; and 2) how far is that recession away? When recession followed, but recession was near, stocks saw a paltry pivot rally and then kept falling. #macro #fed #hope