BJ Mac

Leader, coach & runner renewed, sharing my views on the world, sports and leadership. @ccraider_sports | @curearthritis | Alum @providencecol

[unusual_whales @unusual_whales]

Michael Burry has said that three customers account for more than 60% of Nvidia's, $NVDA, entire accounts receivable.

[BJ Mac @BMacRunning]

Latest from the Analysts

https://t.co/hnkLoCkwLt

#outlook $SPY $QQQ $TLT #markets

[BJ Mac @BMacRunning]

The Analysts latest report

The Reluctant Bulls

https://t.co/ziBd1kpEDp

#outlook #markets $SPY $QQQ

[BJ Mac @BMacRunning]

Latest From The Analysts

Extended and Unbroken

https://t.co/PSIsCObSLa

#spx #theanalysts #markets $SPY $QQQ

[BJ Mac @BMacRunning]

One way I try to determine when a #spx move will pause is through measuring the effectiveness of popular trading techniques.

I quantify this through a framework I call the CTI Index. It is now in the zone - tough sledding ahead?

#spx #markets $SPY $QQQ

[BJ Mac @BMacRunning]

The Analysts Week in Review

https://t.co/pLk8htOMtl

#markets #etf #spx

[Jim Bianco @biancoresearch]

4/5

On Nov 22, 2022, ChatGPT released a free research preview. This launched the "Generative AI era." That is, ask a question, get an answer.

Since this release, AI stocks (blue) have accounted for 70% of the gains in the S&P 500's market capitalization.

The "other 459" accounted for 30% of its gain.

[BJ Mac @BMacRunning]

Latest from the Analysts

https://t.co/v5hXVruaF6

#economy #stockmarkets $spy

[BJ Mac @BMacRunning]

Another crash in FL #realestate?

[Nightingale Associates @FCNightingale]

"Miami Multifamily Market Nose-Dives As Hopes For Supply Relief Fade"

The buildings that sold in the first quarter traded for an average of $268K per unit, a 14% decrease from the fourth quarter and the lowest average price in more than five years, according to Avison Young and CoStar data.

Rents in Miami have decreased between 4% and 5% year-over-year for one- and two-bedroom units, according to Zumper. The city has 14,300 units under construction, more than 6% of its existing inventory — the highest ratio of any major market, according to CoStar.

#commercialrealestate

https://t.co/cBMbehRxae

[BJ Mac @BMacRunning]

Latest from the Analysts

https://t.co/U54NMvnUSP

#markets #TheAnalysts #outlook

[BJ Mac @BMacRunning]

New Post from the Analysts

https://t.co/HPd06R9FCb

#markets #ai #financial

[BJ Mac @BMacRunning]

That's quite the haircut!

#realestate #cre

[Nightingale Associates @FCNightingale]

The Bank of America Plaza in St. Louis, Missouri is headed to auction June 22 with a $2.0M starting bid.

Purchased for $48 million in 2010.

$50 million loan originated in 2015.

After foreclosure last year, transferred to the lender through a $6.3 million credit bid.
GSMS 2015-GC30 Market Street LLC

High-profile company exits, public safety fears and remote work contributed to the central business district's highest office vacancy level in 26 years (31.7%).

This does not include the area's largest buildings, the Railway Exchange Building and former AT&T tower.

h/t @Dbell314

-stltoday . com
#commercialrealestate

[Hedgeye @Hedgeye]

ETFs now outnumber US-listed stocks.

[BJ Mac @BMacRunning]

the "squeeze" on consumer spending continues and inventory levels are low right now for #gasoline and #distillates (read #jetfuel)

#energy #economy #consumer

[BJ Mac @BMacRunning]

Latest from the Analysts

"Relief without Resolution

https://t.co/7FLZyw3eDG

$spy #financial #markets #economy #ai

[BJ Mac @BMacRunning]

Great video and send off for one of the greatest managers across sports. @ManCity

[BJ Mac @BMacRunning]

The latest from the Analysts

The Analyst Output for the Week

https://t.co/CHUz0s574y

#Investing
#Investment
#Finance
#StockMarket
#Stocks
#FinancialMarkets

[BJ Mac @BMacRunning]

New Post from the Analysts

Narrowing Ledge

https://t.co/9X2I5PhJuo

[BJ Mac @BMacRunning]

New Post from the Analysts

https://t.co/MGvjUwwB3b

#markets #economy #outlook #stockmarkets

[BJ Mac @BMacRunning]

New Post from the Analysts

https://t.co/1pEol2eW9h

"The panel converges on a structurally bearish 20-day outlook anchored by three independent lines of evidence that happen to say the same thing."

#macro #markets #investing #trading #finance