July 10 – 16, 2022 FEAR NOT Brave Investors Where have we been and where are we going? Join our weekly market thread on Traders Community… The Week That Was – What Lies Ahead? Contents Click on the links below to navigate to the relevant section. Part A: Stock markets Part B: Bonds Fed and Banks Part C: Commodities Energy – Oil and Gas Gold and Silver Part D: Foreign Exchange Geopolitics and Economics Economy Week ahead Editorial In a shortened … Continue reading “Traders Market Weekly: Valuation Matters in Earnings Season”
The stock market rally came unraveled after Federal Reserve Governor Lael Brainard said The Fed is prepared to take stronger action if inflation and inflation expectations suggest the need. Yields across the curve went to highs for the day and sitting at multi-year highs. Brainard implied a more rapid pace of balance sheet reduction which got the taper tantrum in play and the U.S. Dollar higher. Elon Musk joined the board at Twitter which kept that play out front. We look at the … Continue reading “Market Wrap – Bonds Mini Taper Tantrum Wrecks Stocks Rally April 5”
Markets continued to lift, driven higher by the mega-caps/growth stocks and Elon Musk as he disclosed a 9.2% passive stake in Twitter (TWTR). The broader market had lackluster day but many of the punter favorites and some of the dribbler stocks continued to show life as averagers continued. Oil popped back over $100, to $103.34, +3.80, +3.8%. Coal prices hit a 13-year high, exacerbating the inflation narrative that helped drive selling interest in the longer-dated part of the Treasury market. We look at … Continue reading “Market Wrap – Big Day for Punters and Dribblers as Elon Musk Trolls Twitter April 4”
Social media company Twitter reported worse than expected third quarter earnings Tuesday with a net $537 million loss. However $TWTR revenue growth outpaced the increase in users. Apple’s iOS 14.5 privacy change impact on Q3 revenue compared with Q2 “remained modest.”
Social media company Twitter reported better than expected third quarter earnings Wednesday beating on revenue and earnings BUT missed on key user metrics sending the stock down 17%. Investors are concerned for advertising revenue growth with $TWTR blatant political meddling.
Social media company Snap, owner of Snapchat reported better than expected third quarter earnings expectations with revenues up 52% year-over-year and a adjusted EPS of $0.01 versus a loss of $0.04 last year. Daily active users rose by 18% year-over-year to 249 million.
Social media company Snap, owner of Snapchat plunged 13% Tuesday after missing second quarter earnings expectations with another large net loss. $SNAP has been a great reminder of risk, herd mentality and like MySpace the perils of betting on social media longevity.
China based mobile based social media company Momo Inc. reported better than expected third quarter earnings before the open Tuesday. Total paying users of its live video service and value-added service grew 7% year-over-year.
President Trump is a proficient tweeter, but is he an efficent tweeter. If you trade you are well aware of the affect and volatile reaction. However do the tweets move the markets as much as you think? Goldman did a study and shared the results. What moves the markets?
Social media company Twitter reported better than expected second quarter earnings Friday beating on revenue and earnings sending the stock up 5%. $TWTR reported strong user and advertising revenue growth for the quarter.