Return of Tech Earnings? | The Daily Peel | 7/21/22

市场快照

Futures initially pointed towards green territory but eventually turned lower yesterday morning. WTI lost a couple of bucks, ETH remained elevated above $1500, and BTC has been moving higher, around the 24k mark. The 10-year remained above 3%, and the yield curve was inverted.

在钟声上,市场略有上涨,全面收入超过预期。这Dow起来了0.15%, 这标准普尔climbed0.59%,和纳斯达克was a big winner, finishing1.58%higher.

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Let's get into it.


Banana Bits


Banana Brain Teaser

昨天-You're in a 26.2-mile race, and you've just beaten the person in second place. Where are you?

第二个地方。

Today-It's 75 bananas off of ourExcel Master Bootcampfor the first 15 correct respondents. LFG:

两个人在同一时刻出生,但他们没有相同的生日。如何?

Shoot us your guesses at[电子邮件保护]with the subject lineBanana Brain Teaser或简单click here to reply!


Macro Monkey Says

Rising Rates Worldwide-All of you are familiar with Daddy JPow's smug face behind a podium or seated in front of a congressional committee. I feel like his eyes never stop staring at me, judging me tacitly for being poor.

通货膨胀是美国的一个巨大问题。对于消费者来说,这是一个问题,对于现任政客来说是一个问题,对于中央银行来说,这是一个问题。

这Eurozone has a slew of problems that we don't really think about here. Not only are they experiencing 9+% inflation, but the European Central Bank needs to protect less developed, more agrarian southern European economies from rising cost of capital as rates go to the moon.

欧洲央行需要游说几个主权国家的决策者和政府官员。尽管美联储是非政治性的,但欧洲央行必须在内部发挥政治作用来平衡这些目标。

这ECB's response is likely too little, too late, and a very gradual and reserved approach to rate raises might have a stagflationary effect on the continent's economies.

Rates are going up pretty much everywhere but in China. These rate hikes will have significant ripple effects that might find you out for a stroll on Main Street.

以我个人认为被淘汰的房屋公牛运行为例。从整个大陆到南美洲,住宅房地产从炎热的炎热变成了彻头彻尾的寒冷。

我不仅在谈论在德克萨斯州奥斯汀出现六个月的库存,因为在2022年的大回调中,Defi Millionaires和早期的NFT获胜者失去了衬衫。

Home prices in Canada and New Zealand have fallen 8% in seasonally adjusted terms from their 2021 highs. Sweden saw an almost 2% decline in a single month. That doesn't seem like a lot, but when it's aggregated across an entire country, that's a $hitload of equity lost in a single economy.

While the chances of a housing pullback on the scale of the Great Recession is slim to none, central bankers worldwide are gunning for home prices.

这re was a lot of froth in the housing market; many of you participated in it. Fueled by FOMO, some of us offered 50 to 100k over asking on shitty three bedrooms in less than desirable flyover states. What a f*cking time to be alive.

这US housing market is on the decline nationwide. Housing starts slipped 2% in June, and demand is softening given the kick in the wallet that is a higher 30-year fixed average APR.

At this point in the game, homebuyers are just as afraid of entering into a residential home purchase contract as they were at the beginning of the pandemic. To me, that's insane, because the uncertainty that's out there is way different now than then.

尽管我们中有些人不再觉得自己像Matt Damon在传染病中,但6月份,近15%的房屋导致买家离开了交易。

作为一名红血的美国消费者,这可能会给您一些谈判的空间。评估和检查意外事件已经返回了普通购房者的白话。

随着进一步的加息从Daddy Jpow and Co。


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What's Ripe

Amazon ($AMZN)-one of our favorite pandemic tech names has been mounting a bit of a comeback. After kind of a crappy quarter last go 'round, investors are expecting $AMZN to return to profitability.

在$ NFLX的四分之一要比预期的好四分之一之后,有些人希望$ AMZN在本月底的收益之后获得不错的流行。$ AMZN的股票已上涨3。90%昨天。

Nvidia ($NVDA)-Both $NVDA and the Pelosi family net worth are up big this week.

on optimism for the CHIPS Act, shares of Nvidia climbed4.85%昨天。对于芯片制造商来说,这是又一件积极的一天,连续几次赢得了一些不错的胜利。当然,Pelosi家族长期以来是NVDA,尤其是随着《筹码法》越来越接近立法部门的批准。


什么烂了

Baker Huges Co ($BKR)-I've been blabbering about guidance for the last two months. Guidance this, guidance that… Well, it turns out that if you don't make any money and miss on earnings and revenue estimates, you get schwacked by the Street.

$ bkr就是一个例子,只是不赚钱,尤其是因为他们的行业蓬勃发展。他们错过了本季度,他们的竞争对手粉碎了它。在新闻中,$ bkr丢失了8。61%昨天。

Biogen($ biib)- 昨天在四分之一之后的Biogen股票被描述为“中间三分之一的底部”。如果您仅通过收入来衡量成功,那么他们的四分之一是“良好的”,但是如果您之间的阅读之间的阅读,那么这里的情况并不好。

这company raised its revenue estimates, but unfortunately, it was minuscule compared to the Street's standing predictions. Additionally, their alleged blockbuster dementia drug is still not covered by publicly subsidized insurance programs, and a lot of froth surrounding their game-changer schizophrenia drug is going away since they are canceling that program.

昨天,$ biib的股票丢失了5。80%


Thought Banana

俄罗斯难题-It seems like everyone is talking about Russia today. For a declining regional power, they're on or near the front page of every major publication. As consumers of content, we can't get enough.

这War in Ukraine, Putin's Price Hike, the Nord Stream Pipeline, Backdoor Energy Deals with India and China. The news is all over the map.

one place where we haven't been giving the Ruskis credit is in their central bank's response to, well, everything.

早在三月份,美元俄罗斯卢布汇率为139美元。如今,汇率徘徊在55左右。这是卢布在十年的大部分时间里以美元计算的最强。

造成这种情况的原因之一可能是俄罗斯能源出口以外的货币以外的货币出口。制裁是该死的,俄罗斯仍在销售能源在地缘敏感的世界中,能源安全是国家安全。

最近的潜在潜力之一是土耳其。土耳其政府的能源官员正在考虑使用其心爱的,膨胀的里拉(Lira)购买俄罗斯的能源。他们的目标是:尽快将里拉(Lira)花在降低土耳其外国现金储备的下降。

Turkey and Russia have an interesting past. A first wave joining member of NATO during the Cold War in 1952, Turkey straddles many sensitive lines between East and West, often choosing whatever the hell side that benefits them the most in the short term.

你们中的大多数人都不记得这一点,但是土耳其实际上是几年前从F-35计划中踢出了S400 Triumph/SA-21 Growler Surface从俄罗斯发货到空中导弹系统的S400系统……请注意,我正在努力帮助俄罗斯部队在乌克兰获得任何形式的空气优势,请注意。

土耳其仍然拥有这些S400导弹系统,但直到上个月,乔伊·B(Joey B)支持土耳其竞标,以抢占价值几个F-16的几个中队。国会和现在的国防工业基地发生了一场政治壳游戏,但这次外国军事销售可能会越过终点线。

During his most recent visit to Tehran, Putin was overheard saying that he wants to cozy up to both Iran and Turkey.

但是事实证明,俄罗斯人民已经非常接近土耳其人,就像邻居一样。土耳其一直是俄罗斯度假者的花园景点,但俄罗斯人正在将其提升到一个全新的水平。

在过度通货膨胀的情况下,土耳其住房市场已经发疯了。随着里拉(Lira)的贬低,当水中有血液时,外国人已经滚动以抢购好交易。同比,外国人占土耳其总销售总额的5%以上。

您问,谁是最大的外籍社区进行所有购买?显然,由于这是关于俄罗斯,俄罗斯人的大声疾呼。

富裕的俄罗斯人占这些交易的21%以上。根据土耳其统计研究所的数据,俄罗斯人连续两个月列为外国买家名单。

But the Turks aren't dumb; they just passed a law moving the minimum purchase price for foreign sales from $250k to $400k. This drove a surge in homebuying, similar to some of the FOMO we saw domestically with sub-3% mortgage APRs.

现在,俄罗斯红色房屋浪潮将继续持续,几乎翻了一番,但这确实告诉我一些有关外交的东西:金钱谈话,这还有待观察。


Wise Investor Says

“恐惧比令人印象深刻的历史证据更加紧急地煽动人类的行动。”- 杰里米·西格尔(Jeremy Siegel)Stocks for the Long Run



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