Sam Subramanian PhD, MBA

▪️ Editor, AlphaProfit Investment Newsletters 📈 ETFs, Fidelity & other funds, stocks ▪️ Investor ▪️ Founder ▪ Ex-McKinsey @MichiganRoss 🌎🏏

[Sam Subramanian PhD, MBA @SamSubramanian]

Focus on news and ignore the noise. If not, your financial well-being can be at risk.
#investing #investments

[Christophe Barraud🛢🐳 @C_Barraud]

🇺🇸 US Workforce Is Seen Expanding Just 0.4% a Year in Coming Decade - Bloomberg
https://t.co/azHlkHjRi1

[Sam Subramanian PhD, MBA @SamSubramanian]

Stagflation?

[Francois Trahan, M²SD @FrancoisTrahan]

There are some interesting dynamics at play within equity leadership ... never a great sign when trucking stocks are struggling ... meanwhile, the two biggest publicly traded pawn shops are near highs. Hmmm. Happy Sunday. FT

[Sam Subramanian PhD, MBA @SamSubramanian]

@C_Barraud Congratulations, well earned!

[Christophe Barraud🛢🐳 @C_Barraud]

At the end of 1Q24, Bloomberg ranked me as "Top Forecaster" for:

🥇 🇺🇸 Economy

*I got the 2nd place for 🥈 🇨🇳 Economy

[Sam Subramanian PhD, MBA @SamSubramanian]

@Finscreener_com When is https://t.co/6r9CDbqxlX expected to be back online? Getting "Host Error" message when accessing https://t.co/6r9CDbqxlX

[Sam Subramanian PhD, MBA @SamSubramanian]

Well deserved. Congratulations! @C_Barraud

[Christophe Barraud🛢🐳 @C_Barraud]

⚠ At the end of 2023, Bloomberg ranked me as "Top Forecaster" for:

🇺🇸 Economy 🥇 (I won this title 11 times over the last 12 years)

*I got the 2nd place for 🇪🇺 & 🇨🇳 Economies 🥈

[Sam Subramanian PhD, MBA @SamSubramanian]

Yet long-term #Treasuries are surging in yield. Is it the strong job market or lack of confidence in the Fed to tame inflation to 2% that is driving Treasuries?
#LEI #recession #bonds

[Christophe Barraud🛢🐳 @C_Barraud]

🇺🇸 *US AUG. LEADING INDICATOR FALLS 0.4% M/M; EST. -0.5% (17th straight drop) - BBG
*On a YoY basis, the index fell 7.6%.
*Usually, this level is associated with #recession.

[Sam Subramanian PhD, MBA @SamSubramanian]

Economy appears to be weaker than what Powell implied at Jackson Hole.

[Liz Ann Sonders @LizAnnSonders]

Over past 3 months, 2.55 million job openings have been shed, which is largest 3-month decline on record

[Sam Subramanian PhD, MBA @SamSubramanian]

Existing home inventory succumbs to higher mortgage rates as current homeowners to stay put. Will Home Depot and Lowe's benefit from higher spending on repairs & upgrades?

$HD #HD $LOW #LOW #housing

[Christophe Barraud🛢🐳 @C_Barraud]

🇺🇸 #Housing | Existing Home Sales on Track To Reach a 13-Year Low ⚠
*The correction is likely to continue in the coming months as existing home inventory remains depressed and demand is weakening amid high #mortgage rates and prices.
https://t.co/VnR7U7T4HP

[Sam Subramanian PhD, MBA @SamSubramanian]

Cure for unaffordable housing?

[Christophe Barraud🛢🐳 @C_Barraud]

🇺🇸 #Housing | 30-Year Fixed-Rate Mortgage Hit Highest Level Since 2000
*This situation is expected to have a significant effect on closed sales from August to October.
*This could potentially lead to existing home sales reaching a 13-year low ⚠
https://t.co/hR2QFDNCeA

[Christophe Barraud🛢🐳 @C_Barraud]

🇺🇸 #Housing | 30-Year Fixed-Rate Mortgage Hit Highest Level Since 2000
*This situation is expected to have a significant effect on closed sales from August to October.
*This could potentially lead to existing home sales reaching a 13-year low ⚠
https://t.co/hR2QFDNCeA

[Christophe Barraud🛢🐳 @C_Barraud]

🌎 Rice Soars to Highest Since 2008 on Rising Threats to Supply - Bloomberg
https://t.co/buzOI68GM4

[Sam Subramanian PhD, MBA @SamSubramanian]

Where or how can cricket lovers in the U.S. watch these matches?

#IrishCricket #BackingGreen #cricket #cricketfans #T20I #T20Cricket #ICC

[Cricket Ireland @cricketireland]

🎟️ TICKETS AND HOSPITALITY

Don't miss out:

➡️ General admission tickets on 20 and 23 August
➡️ Hospitality packages on 18, 20 and 23 August

Buy now: https://t.co/oNj2SNwpMA

#BackingGreen ☘️🏏

[Jurrien Timmer @TimmerFidelity]

Is it a bull? We now have 87% of the S&P 500 trading above their 50-day moving average.

[Christophe Barraud🛢🐳 @C_Barraud]

🇪🇺 Most Expensive #Euro on Record Has Traders Braced for Declines - Bloomberg
https://t.co/y5CLkRMOvK

[Christophe Barraud🛢🐳 @C_Barraud]

🇨🇳 #China Offers $445 Billion Worth of Projects to Lure Investment - Bloomberg
https://t.co/Ri4klYsHme

[Christophe Barraud🛢🐳 @C_Barraud]

🇺🇸 #Dollar Bearish Bets Climb to Record High Among Asset Managers - Bloomberg
*Institutional investors raised dollar shorts by 18% last week
https://t.co/pUC8bd6GkL

[Dan Niles @DanielTNiles]

$TSM, the world’s foundry, cut CY23 rev to -10% y/y & said, in the short term, when the CapEx of the CSP are fixed, the AI processor is cannibalizing the DC processor. China demand is also worse than expected. SOXX Index +45% YTD & demand weakening again. Selling most semi longs.

[Christophe Barraud🛢🐳 @C_Barraud]

🇺🇸 *US JUNE LEADING INDICATOR FALLS 0.7% M/M; EST. -0.6% (15th straight drop) - BBG
*On a YoY basis, the index fell 7.8%.
*Usually, this level is associated with #recession.

[Christophe Barraud🛢🐳 @C_Barraud]

🇺🇸 US bankruptcies in the first six months of 2023 were the highest since 2010 ⚠ among the companies covered by S&P Global Market Intelligence - Bloomberg
https://t.co/J1hra0R0la