Tracey Ryniec

Value Stock Strategist at Zacks. Manager of the Value Investor and Insider Trader portfolios. Podcast host. Writing about housing on Substack. Chicago.

[Tracey Ryniec @TraceyRyniec]

What if China goes into a recession and no one notices? What if China's impact on the global economy simply isn't as "big" as everyone assumes? What if the US, with its big infrastructure and AI stimulus, can carry the global economy on its shoulders over the next year?

[Tracey Ryniec @TraceyRyniec]

20%+ unemployment by college educated 20-somethings is never a good thing. Confidence will be shaken. It trickles down to the rest of the economy.

[Tracey Ryniec @TraceyRyniec]

This. It's in a homegrown recession for the first time in 25+ years. Leadership has no idea what to do. Infrastructure stimulus will be meaningless. This isn't 2008. And it intentionally destroyed its own tech sector over the last 3 years so tech can't save it either.

[Tracey Ryniec @TraceyRyniec]

"I felt this firsthand in a former job in 1999 and 2000, when I wrote column after column warning people not to fling money at technology stocks and, in return, got hundreds of hate emails a week (often hundreds per day). It was grim, contrarian work."
https://t.co/Dn6IU2hxs2

[Tracey Ryniec @TraceyRyniec]

Great article on investing from 2013. "Periods of above-average performance are inevitably followed by below-average returns, and bad times inevitably set the stage for surprisingly good performance." https://t.co/Dn6IU2hxs2

[Tracey Ryniec @TraceyRyniec]

When the data goes against the narrative, it's the fault of the "stupid" consumer. Lol.

[Tracey Ryniec @TraceyRyniec]

FYI.

[Tracey Ryniec @TraceyRyniec]

They resold it on eBay. "They believe that Robert was operating the scheme for over 10 years, bringing the total loss of merchandise to over $5 million."
https://t.co/mGWFc1MpE1

[Tracey Ryniec @TraceyRyniec]

How are consumers affording all those trips to Europe? They are done remodeling their kitchens and bathrooms. $HD $BKNG

[Tracey Ryniec @TraceyRyniec]

This is America. Why do we have to keep dreaming about this? Let's do it. Imagine the economic benefit to each of these cities?

[Tracey Ryniec @TraceyRyniec]

Great chart from the 1970s. Centex was one of the large publicly traded homebuilders at that time. Wall Street was still buying the stock even when mortgage rates were over 10%. Lol.

[Tracey Ryniec @TraceyRyniec]

AI is a game changer for NVIDIA. $NVDA

[Tracey Ryniec @TraceyRyniec]

There are always some caught up in the mania and speculation. Look at Uber Trucking. They hired hundreds in Chicago. But that business isn't working. Laid off a bunch. Don't even mention it on conference calls now.

[Tracey Ryniec @TraceyRyniec]

Target and 4 Other Key Retail Earnings Charts $TGT $HD $WMT $ROST $TJX https://t.co/ZRYaW0BpuP

[Tracey Ryniec @TraceyRyniec]

Good news. Rust belt rising.

[Tracey Ryniec @TraceyRyniec]

We can dream, right?

[Tracey Ryniec @TraceyRyniec]

🔥 Big Tech is back.

[Tracey Ryniec @TraceyRyniec]

The turret looks great. Good job.

[Tracey Ryniec @TraceyRyniec]

Great. Good news.

[Tracey Ryniec @TraceyRyniec]

Buffett is buying some homebuilders, huh? Wow. Haven't seen them get into these in a long time. According to the 13-F, bought positions in Lennar, NVR and DR Horton in the second quarter. $LEN $NVR $DHI