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Back in Business...Class? | The Daily Peel | 11/9/21

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Silver Banana goes to...

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市场快照

就像Twitter上的Elon Memeing一样，股票市场无法停止。昨天继续稳定的收益继续Dow上升0.29%和S&P和Nasdaq挤出收益0.09%和0.07%, respectively.

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Macro Monkey Says

基础设施周永远- The need for improved American infrastructure has been discussed for decades, seemingly about as long as it took for the highly anticipated "bipartisan infrastructure bill" to pass through Congress. Officially titled the Infrastructure and Investment Jobs Act, colloquially referred to as "BIF", and sometimes called "stupid and irresponsible" - whatever you want to call it - the passage of this bill through Congress means it will soon become law.

提醒一句，BIF的总价格为$ 1.2TN，但是有人记得实际上有什么吗？我不，所以让我们回顾一下：

1500亿美元对于道路，桥梁，铁路，公共交通和其他类型的“传统”基础设施项目。根据白宫的说法，仅该法案的这一部分是自1950年代开始的州际公路系统中最大的投资。此外，该国的每个人都非常了解Sh*TTY Amtrak和其他铁路系统的状况，因此Biden正在抛弃他们的快速390亿美元，以便能够管理和满足车手的需求。或者，至少要减少完整的垃圾。

通过宽带扩展改善美国互联网连接的65亿美元.The bill requires internet service providers to offer low-cost options and will spur competition in underserved markets. Also notable, the White House included a permanent federal plan to ensure internet access for low-income households going forward.

65亿美元以重建，改建和扩大国家电力网格。

$55bn为了升级美国水基础设施，重点是替换当前现有的铅管水系统。想一想 - 这是2021年，世界上最富有的经济仍然太常见于饮酒。

$ 25亿美元为了改善机场，$21bnin environmental cleanup,$17bnfor other port upgrades, and$ 150亿美元为未来的EV时代准备国家。phe，那是一流的白菜。

A

视力受损- Masayoshi Son is no stranger to crazy ideas and radical decisions, like when he raised a $100bn venture fund to fire RPG-levels of cash at every single startup in the world. It may be time to rethink that strategy though. Softbank revealed in yesterday's earnings report that该公司遭受了有史以来最大的季度损失on declines in value of portfolio companies.

Meanwhile, the firm plans to conduct an $8.8bn share buyback, repurchasing 14.6% of the firm's outstanding float. This comes as shares have fallen 40%+ from a February peak, so Masa's bargain hunting is simultaneously a signal that he's still bullish on himself. Not surprising from the man who literally likened himself to Jesus Christ, but it speaks to the dichotomy Softbank faces as the global venture market continues to run hot while China cracks down on many of the firm's largest investments. I'd advise Masa to pray for a better tomorrow, but that would just be him talking to himself.

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What's Ripe

Advanced Micro Devices ($AMD)- Despite Meta ruining most things it touches, Zuck & Co actually helped someone. That lucky someone just happened to be AMD. Shares in the chip maker popped10.1%yesterday as Meta called upon them to provide the semiconductors that will power the metaverse. So when you buy jpeg Nike shoes on Meta Marketplace for your NFT avatar, you can thank AMD.

Coty Inc ($COTY)- 美容供应公司Coty昨天报道了收益，这对投资者的满意程度非常满意，将股份发送给了14.9%ride. The owner of brands like Kylie Jenner Cosmetics drove revenues to nearly $1.4bn for the quarter, exceeding expectations. The beauty firm may be able to beat on earnings, but I still highly doubt there's anything they can do for you, unless you're an investor, of course.

What's Rotten

Tesla ($TSLA)- After Tesla fell4.9%昨天，我不能停止担心埃隆可能需要一些经济援助。这个人字面意思让Twitter决定他应该在该公司中出售10％的所有权，部分原因是让仇恨者放松他的税费，并且（可能部分）是因为该股票的运转幅度如此之高。请记住，这个人在2020年5月发推文说：“特斯拉的股价太高了IMO”，但可以肯定的是，继续称他为人民。

Nike ($NKE)- 显然，昨天在耐克日刚刚被全国殴打。当天的新闻很少（如果有的话）分享的鞋子和服装制造商跌落了3.2％，给他们当天最糟糕的表演者的王冠。即使有几乎没有新闻，也发布了包括高盛在内的几份关于该公司的看涨报告，使我们相信这只是其中之一。

Thought Banana:

Reunited and It Feels...okay——当我们认为西方世界的,美洲和Western European nations are generally what comes to mind. For the past 19 months or so, little travel has been made between the two sides of the pond. Now, travel between the regions has largely opened up, sending many airline stocks on a mild ride yesterday. You would think reopening the most lucrative air travel market in the world would send Delta and British Airways on a tear, but the segment that really matters, business travel, is still very much in a gray area. No one can be sure exactly what businesses are planning as far as corporate travel goes, but if that segment is gone, expect to have to shell out more for your next trip to to Cabo.

明智的投资者说

"Investing in stocks is an art, not a science, and people who've been trained to rigidly quantify everything have a big disadvantage."-彼得·林奇

愉快的投资，

Patrick & The Daily Peel Team

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