Mike Hunes

Energy & climate analyst, with an interest in politics, economic & monetary policy. Fan of photography, art & history.

[Mike Zaccardi, CFA, CMT 🍖 @MikeZaccardi]

Mentions of “layoffs” in earnings transcript ticked up

[Visual Capitalist @VisualCap]

Ranked: Most Popular U.S. Undergraduate Degrees (2011–2021) 🎓️

This graphic by @Kashish__14 is part of Visual Capitalist’s Creator Program, featuring work from the world’s top data-driven talent ✅

https://t.co/rAyoMBINUY

[ISABELNET @ISABELNET_SA]

🇺🇸 Sentiment

The Market Greed/Fear Index stands at 82.53, indicating extreme greed in the market. History has shown that excessive greed often precedes a market correction
👉 https://t.co/jJ1iAXzd0Y

h/t @LanceRoberts #sentiment #sp500 #spx $spx #equities #stocks

[IMF @IMFNews]

Inflation is falling faster than expected, mostly due to lower energy prices and sectoral shocks fading, rather than weaker economic activity, our analysis shows. https://t.co/ckYPZ0sa13

[Holger Zschaepitz @Schuldensuehner]

Good Morning from #Germany, where the risk of #recession has increased significantly. Economists polled by BBG see the probability of a recession happening over the next 12 months at 75%.

[FactSet @FactSet]

The forward 12-month P/E ratio for $SPX of 20.3 is above the 5-year average (18.9) and above the 10-year average (17.7). #earnings, #earningsinsight, https://t.co/w5FuEMfeJX

[Mike Zaccardi, CFA, CMT 🍖 @MikeZaccardi]

Europe’s equity market is dominated by a small group of internationally exposed quality growth compounders: the GRANOLAS

(GSK, Roche, ASML, Nestle, Novartis, Novo Nordisk, L'Oreal, LVMH, Astrazeneca, SAP and Sanofi). -GS

[Octagon Intelligence @IntelOctagon]

#HomeDepot $HD | Cash & Equivalents
(Historical, LTM)

[2023.Q3] $2.1 bln
[2023.Q2] $2.8 bln
[2023.Q1] $1.3 bln
[2022.Q4] $2.8 bln
[2022.Q3] $2.5 bln

Source: @IntelOctagon
Visit https://t.co/O06pkzsARR for more info

#Earnings #Trading #Investing #Stocks $SPX

[Octagon Intelligence @IntelOctagon]

#EliLilly $LLY | Property, Plant & Equipment
(Historical, LTM)

[2023.Q3] $11.9 bln
[2023.Q2] $11.3 bln
[2023.Q1] $10.5 bln
[2022.Q4] $10.1 bln
[2022.Q3] $9.3 bln

Source: @IntelOctagon
Visit https://t.co/O06pkzs32j for more info

#Earnings #Trading #Investing #Stocks $SPX

[Octagon Intelligence @IntelOctagon]

#HomeDepot $HD | Property, Plant & Equipment
(Historical, LTM)

[2023.Q3] $32.8 bln
[2023.Q2] $33.0 bln
[2023.Q1] $32.6 bln
[2022.Q4] $32.6 bln
[2022.Q3] $31.8 bln

Source: @IntelOctagon
Visit https://t.co/O06pkzsARR for more info

#Earnings #Trading #Investing #Stocks $SPX

[Octagon Intelligence @IntelOctagon]

#EliLilly $LLY | Investments
(Historical, LTM)

[2023.Q3] $3.1 bln
[2023.Q2] $3.0 bln
[2023.Q1] $3.0 bln
[2022.Q4] $3.2 bln
[2022.Q3] $3.1 bln

Source: @IntelOctagon
Visit https://t.co/O06pkzs32j for more info

#Earnings #Trading #Investing #Stocks $SPX

[Octagon Intelligence @IntelOctagon]

#HomeDepot $HD | Investments
(Historical, LTM)

[2023.Q3] $0.0 bln
[2023.Q2] $0.0 bln
[2023.Q1] $0.0 bln
[2022.Q4] $0.0 bln
[2022.Q3] $0.0 bln

Source: @IntelOctagon
Visit https://t.co/O06pkzs32j for more info

#Earnings #Trading #Investing #Stocks $SPX

[Octagon Intelligence @IntelOctagon]

#EliLilly $LLY | Assets
(Historical, LTM)

[2023.Q3] $57.9 bln
[2023.Q2] $54.8 bln
[2023.Q1] $53.2 bln
[2022.Q4] $49.5 bln
[2022.Q3] $47.5 bln

Source: @IntelOctagon
Visit https://t.co/O06pkzs32j for more info

#Earnings #Trading #Investing #Stocks $SPX

[Octagon Intelligence @IntelOctagon]

#HomeDepot $HD | Assets
(Historical, LTM)

[2023.Q3] $75.6 bln
[2023.Q2] $76.4 bln
[2023.Q1] $76.4 bln
[2022.Q4] $76.4 bln
[2022.Q3] $76.9 bln

Source: @IntelOctagon
Visit https://t.co/O06pkzsARR for more info

#Earnings #Trading #Investing #Stocks $SPX

[Octagon Intelligence @IntelOctagon]

#EliLilly $LLY | Long-Term Debt
(Historical, LTM)

[2023.Q3] $18.1 bln
[2023.Q2] $18.3 bln
[2023.Q1] $19.0 bln
[2022.Q4] $15.5 bln
[2022.Q3] $14.3 bln

Source: @IntelOctagon
Visit https://t.co/O06pkzsARR for more info

#Earnings #Trading #Investing #Stocks $SPX

[Octagon Intelligence @IntelOctagon]

#HomeDepot $HD | Long-Term Debt
(Historical, LTM)

[2023.Q3] $46.9 bln
[2023.Q2] $47.1 bln
[2023.Q1] $47.1 bln
[2022.Q4] $48.2 bln
[2022.Q3] $47.6 bln

Source: @IntelOctagon
Visit https://t.co/O06pkzs32j for more info

#Earnings #Trading #Investing #Stocks $SPX

[Octagon Intelligence @IntelOctagon]

#EliLilly $LLY | Equity
(Historical, LTM)

[2023.Q3] $11.3 bln
[2023.Q2] $11.2 bln
[2023.Q1] $11.3 bln
[2022.Q4] $10.8 bln
[2022.Q3] $10.2 bln

Source: @IntelOctagon
Visit https://t.co/O06pkzsARR for more info

#Earnings #Trading #Investing #Stocks $SPX

[Octagon Intelligence @IntelOctagon]

#HomeDepot $HD | Equity
(Historical, LTM)

[2023.Q3] $1.4 bln
[2023.Q2] $1.3 bln
[2023.Q1] $0.4 bln
[2022.Q4] $1.6 bln
[2022.Q3] $1.3 bln

Source: @IntelOctagon
Visit https://t.co/O06pkzs32j for more info

#Earnings #Trading #Investing #Stocks $SPX

[Octagon Intelligence @IntelOctagon]

#EliLilly $LLY | Efficiency
(2023 Q3, LTM)

Revenue/Assets 55.4%
GP/Assets 43.6%
OPEX/Assets -26.6%
EBITDA/Assets 19.5%
EBIT/Assets 16.9%

Source: @IntelOctagon
Visit https://t.co/O06pkzsARR for more info

#Earnings #Trading #Investing #Stocks $SPX

[Octagon Intelligence @IntelOctagon]

#HomeDepot $HD | Efficiency
(2023 Q3, LTM)

Revenue/Assets 203.4%
GP/Assets 68.0%
OPEX/Assets -38.5%
EBITDA/Assets 33.7%
EBIT/Assets 29.5%

Source: @IntelOctagon
Visit https://t.co/O06pkzsARR for more info

#Earnings #Trading #Investing #Stocks $SPX