Posts
Wall Street think U.S. jobs number is implausible
[https://fortune.com/2026/02/12/stocks-wall-street-us-jobs-number-fed-rate-cuts/](https://fortune.com/2026/02/12/stocks-wall-street-us-jobs-number-fed-rate-cuts/) No paywall: [https://archive.is/20260212210956/https://fortune.com/2026/02/12/stocks-wall-street-us-jobs-number-fed-rate-cuts/](https://archive.is/20260212210956/https://fortune.com/2026/02/12/stocks-wall-street-us-jobs-number-fed-rate-cuts/) From the article: *"A couple of analysts are worried that the latest number might be wrong, and that the level of job creation in the U.S. is lower than the stats suggest. First, the number of jobs added in January was roughly double analysts’ expectations. Analysts …
USD Weakness: Liquidity Strain March Q1, Treasuries, Quantitative Easing, Market Plumbing
The March strain. Spoke to a learned friend who gave me an interesting tip, and suggested I do a deeper look into the mechanics unfolding end of Q1. Here is the break down, some of which was part of our chat. **T-Bill auctions + S & C Corp tax deadlines …
Carvana $CVNA Fraud Comes To Light
Credentials: 14 year automotive veteran. 15 year retail stock and options trader. Not a financial professional or other advisor. Bullet Points: 1- Carvana is an online automotive retailer. Over the last 3 yrs CVNA has artificially inflated earnings by funneling bad loans onto affiliate businesses Bridgecrest and Drivetime 2- Bridgecrest …
Pinterest down 20% after earnings
"Pinterest shares plummeted over 20% in premarket trading on Friday after the image-sharing platform said its quarterly revenue forecast was hit by large U.S. retailers scaling back ad spending due to tariff-induced uncertainty. The company last month cut under 15% of its workforce, a restructuring that CFO Julia Donnelly said …
What is going on with CRSR being up 63%?
It had great results....but up 63%? That is quite insane. Is this a big institutional bet in favour of the AI bubble? As long as silicon based chips (including memory) are absolutely through the roof, Corsairs business will be supressed. If AI build out plummets and those prices drop, people …
CPI misinformation for rate cuts
For the millionth time, your bullish case for rate cuts due to a 2.4% CPI vs a 2.5% estimate is invalid. Fed doesn’t use CPI, they use PCE, which has been trending in the bearish direction as far as rate cuts go.
SP500...real bear starting or just another shakeout?
Trying to look at this from a yield perspective rather than just price action. SPX is pulling back, but so far it’s mostly a test of the 50-DMA. We’re not near the 200-DMA yet, and real yields haven’t exploded higher. That’s important. If we start breaking the 50 cleanly, breadth …
Consumer prices rose 2.4% annually in January, less than expected
[https://www.cnbc.com/2026/02/13/cpi-inflation-report-january-2026.html](https://www.cnbc.com/2026/02/13/cpi-inflation-report-january-2026.html) The cost of goods and services rose at a slower annual rate than expected in January, providing hope that the nagging U.S. inflation problem could be starting to ease. The consumer price index for January accelerated 2.4% from the same time a year ago, down 0.3 percentage point from …
Reddit’s top 30 stock. What do you think of it after 1+ month?
For context, Reddit voted these 30 stocks for 2026 • 1 RKLB • 2 ASTS • 3 AMZN • 4 NBIS • 5 GOOGL • 6 RDDT • 7 MU • 8 SOFI • 9 POET • 10 AMD • 11 IREN • 12 HOOD • 13 RIVN • 14 …
JD.com building an LLM?
I'm not gonna pretend I know this is going to move the stock. I know very little about JD frankly. I just saw a tweet with pretty low engagement stating: "With revenues more than US158.8 billion in 2024, JDcom is China’s largest retailer by revenue JD enters the LLM scene. …