The US housing market is shifting in buyers' favor:
46% of sellers offered concessions in May—the highest ever for that month.
That's DOUBLE what it was in 2022, and up for the 2nd year in a row.
Why? There are now about 47% more sellers than buyers, near record highs. H
US tech funds are all over the place right now 😳 This week, they saw -$15 billion in outflows – the biggest pullback in over 2.5 years, and double the previous record. Wild part? Just the week before, they had +$19 billion in inflows, also a 2.5-year high. Meanwhile, US equity
Big news: Iran's state media says the IRGC just hit multiple US Army positions in the Middle East in retaliation for US strikes. They're warning that more US attacks will get an even bigger response.
NASDAQ just had its 5th losing session in a row as chip stocks fell worldwide.
The trigger? A report that OpenAI might push its IPO to next year.
That news sent jitters all the way to Asia. Traders worry it could slow AI spending, and JPMorgan flagged funding concerns.
Contribution Margin vs Gross Margin — two key metrics that tell different stories. One looks at profit after variable costs, the other after all production costs. Know the difference to make smarter business decisions 💡
@CernunnosCap@AST_SpaceMobile Smart play honestly. Trying to bulldoze into a market like India was always gonna backfire on Elon. Telcos have way more leverage than people think.
Breaking: S&P 500 swaps 2 stocks before markets open June 22nd
Joining: Marvell Technology ($MRVL) and Flex ($FLEX)
Leaving: Pool Corp ($POOL) and Campbell's ($CPB)
Two tech names in, two consumer names out.
Jensen Huang just called $MRVL the next trillion-dollar com
The US gov is leaning harder on private investors to cover its growing debt. Short-term Treasury debt held by private hands just hit a record $8.3 trillion—double what it was 5 years ago. As more debt piles into T-bills, refinancing needs keep growing, making costs more sensiti
The deficit
The Fed
The Economy
Geopolitics
Inflation
War
Volatility
Wanna know the real biggest investing risk?
Not getting in the game 💸
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