@dividendology The old tech-led playbook is cracking, and I’m watching whether this breadth holds into Q3.
My angle on the market open before the bell → https://t.co/289KRCHfeC
@dividendology And yet they just announced another $10B buyback—some lessons never get learned.
My current sense of the index leaders currently → https://t.co/NNgOtHbQ6B
@dividendology Honestly, I think the bigger story isn't the sneakers—it's that they lost the cultural plot while DTC margins ate their own lunch.
My high-level read on market conditions going into the week → https://t.co/5AQIqOk5iv
@QCompounding Short answer: about $48k last year, but the real number depends on what you count.
My first read on the rotation picture into today's open → https://t.co/mQBX6EVDZ4
@Gubloinvestor The Fed’s rate chatter is doing the heavy lifting, but the real drag is oil ticking up again.
My running read on the sector rotation these days → https://t.co/moLrP3hkQs
O sábio não se exibe, por isso brilha.
Ele não se faz notar,e por isso é notado.
Ele não se elogia, e por isso tem méritos.
E porque não está competindo, ninguém no mundo por competir com ele.