Oso Fregoso

University of Hawaiʻi at Mānoa 🤙🏽

[Mohamed A. El-Erian @elerianm]

From the Bloomberg article on how “Oracle Corp., the once stodgy database giant that’s borrowed tens of billions and tethered its fortunes to the artificial intelligence boom, is quickly emerging as the credit market’s barometer for AI risk” and how it’s CDS (chart below) has become “the market’s preferred way to hedge — and bet against — the AI boom.”
#economy #ai #markets @Oracle

[Oso Fregoso @OsoFregoso]

RT @FinFluentialx: BREAKING ⚠️

$NVDA & $AMD AGREE TO PAY 15% OF REVENUES TO US GOVT TO SECURE CHINA CHIP EXPORT LICENCES https://t.co/kht…

[The Kobeissi Letter @KobeissiLetter]

What is happening here?

The number of year-over-year private job gains in 2024 was likely overstated by a MASSIVE 907,000 jobs, according to BLS data released Wednesday.

This comes as the Quarterly Census of Employment and Wages (QCEW) data covering 97% of employers showed a private payroll growth rate of 0.6% for December 2024.

This is 50% lower than the 1.2% growth rate initially reported in the monthly non-farm payroll (NFP) reports.

To put this differently, there was a 907,000 gap between NFP data and QCEW data in 2024.

This means jobs were likely overstated by an average of 75,583 PER MONTH in 2024.

[Simplifying Stocks, CPA @FinFluentialx]

MORNINGSTAR TOP 12 VALUE STOCKS:

12. LVMH $MC
11. AstraZeneca $AZN
10. Caterpillar $CAT
9. Target $TGT
8. NextEra Energy $NEE
7. Johnson & Johnson $JNJ
6. Taiwan Semiconductors $TSM
5. Oracle $ORCL
4. Applied Materials $AMAT
3. Google $GOOGL
2. Meta $META
1. Microsoft $MSFT

[MrBeast @MrBeast]

I’m gonna give 10 random people that repost this and follow me $25,000 for fun (the $250,000 my X video made)

I’ll pick the winners in 72 hours

[Vegas Golden Knights @GoldenKnights]

HOME MEANS NEVADA FOR LORD STANLEY’S CUP!!!! #UKnightTheRealm

[NFL @NFL]

Jet Sweep. ✈️🧹

For only the third time in NFL history, two players from the same team win OROY and DROY.

@nyjets | @GarrettWilson_V | @iamSauceGardner

[ESPN FC @ESPNFC]

LIONEL MESSI FINALLY GETS HIS WORLD CUP! 🐐🏆

[ESPN @espn]

HISTORY MADE!

Morocco becomes the first African team to reach the World Cup semifinals 🇲🇦

[U.S. Soccer Men's National Team @USMNT]

WAKE UP, AMERICAAAA!!!

IT’S MATCHDAYYYYY!!!!

🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸

[SAUCE GARDNER @iamSauceGardner]

“Do nothing out of selfish ambition or conceit, but in humility consider others as more important than yourselves.”

Philippians 2:3

Life of an Empath🧎🏾

[Blaine Grisak @BGMediaOnSI]

Justin Herbert has thrown a TD in 26 straight regular season games. Tonight, Draft Kings boosted Herbert one passing touchdown from -800 to +100...he has yet to throw a TD.

Sports leagues and sports books are in cahoots with each other. Change my mind.

[ESPN @espn]

HAWAI'I HAS DONE IT 🏆

They outscored opponents 60-5 during this year's #LLWS 😳

[PFF @PFF]

Vita Vea shotgunning a Gatorade is the official sign that football is back

[Ari Meirov @MySportsUpdate]

Starting tonight, there will be an NFL or college football game on every week until after the Super Bowl.

Officially football season. 🔥🏈

[Netflix @netflix]

Currently losing my mind over @Metallica duetting with Eddie Munson on Master of Puppets!

[NFL Draft @NFLDraft]

It’s Draft Day!!!! 🏈 🎉

[USMNT Only @usmntonly]

🏆 THE FIFA WORLD CUP GROUP STAGE 🏆

The final team in USMNT's Group B is the winner of Wales vs. Scotland/Ukraine.

[ESPN @espn]

Breaking: Tom Brady announced he is coming back for his 23rd season and will play for the Tampa Bay Buccaneers.

[SportsCenter @SportsCenter]

𝐅𝐢𝐧𝐚𝐥𝐥𝐲.

In his 13th season, Matthew Stafford is going to play in his first Super Bowl 👏

@RamsNFL | @espn