Linda
@lindalebrun.bsky.social
Partnerships for Business/Finance/Investing @ Bluesky
Pinned
Reposted by Linda
PepsiCo was the poster child during the pandemic-era inflation spike of "price over volume" or what many called "excuseflation," as the company cranked up prices on drinks and snacks. Now they appear to be going in reverse cause people won't pay (from @deeanndurbin_ap):
apnews.com/article/peps...
apnews.com/article/peps...
February 3, 2026 at 8:23 PM
PepsiCo was the poster child during the pandemic-era inflation spike of "price over volume" or what many called "excuseflation," as the company cranked up prices on drinks and snacks. Now they appear to be going in reverse cause people won't pay (from @deeanndurbin_ap):
apnews.com/article/peps...
apnews.com/article/peps...
Reposted by Linda
Conditions in the US job market remain 'recession-like'. The Unemployment Rate has risen by 1% and annual job growth is only 0.37%. However, when job conditions are this feeble, the stock market has typically done well. See the charts below and my latest report @ paulsenperspectives.substack.com
January 29, 2026 at 12:37 PM
Conditions in the US job market remain 'recession-like'. The Unemployment Rate has risen by 1% and annual job growth is only 0.37%. However, when job conditions are this feeble, the stock market has typically done well. See the charts below and my latest report @ paulsenperspectives.substack.com
Reposted by Linda
The stock market is more or less at all-time highs
Same with small caps & foreign stocks
Yet many name-brand companies are getting nuked right now
Concentrated positions are very fun on the upside
They can also wreck you on the downside
awealthofcommonsense.com/2026/02/iceb...
Same with small caps & foreign stocks
Yet many name-brand companies are getting nuked right now
Concentrated positions are very fun on the upside
They can also wreck you on the downside
awealthofcommonsense.com/2026/02/iceb...
February 9, 2026 at 1:46 PM
The stock market is more or less at all-time highs
Same with small caps & foreign stocks
Yet many name-brand companies are getting nuked right now
Concentrated positions are very fun on the upside
They can also wreck you on the downside
awealthofcommonsense.com/2026/02/iceb...
Same with small caps & foreign stocks
Yet many name-brand companies are getting nuked right now
Concentrated positions are very fun on the upside
They can also wreck you on the downside
awealthofcommonsense.com/2026/02/iceb...
Reposted by Linda
Translation: Expect a soft -- or very soft -- NFP number on Wednesday...
Hassett: "There's a pretty big decline in the labor force because of illegals leaving the country, so the break even job number is quite a bit lower than it was under Joe Biden. So you should expect slightly smaller job numbers."
February 9, 2026 at 1:29 PM
Translation: Expect a soft -- or very soft -- NFP number on Wednesday...
Cool to see our finance community as a dense cluster on this map of Bluesky users. Search your handle in & see who's in your neighborhood bsky.app/profile/theo...
February 9, 2026 at 4:48 PM
Cool to see our finance community as a dense cluster on this map of Bluesky users. Search your handle in & see who's in your neighborhood bsky.app/profile/theo...
Reposted by Linda
The biggest LOSERS in the S&P 500 so far in 2026.
A lot of software names.
A lot of software names.
February 9, 2026 at 3:47 PM
The biggest LOSERS in the S&P 500 so far in 2026.
A lot of software names.
A lot of software names.
Reposted by Linda
Today I reveal the top investing theme of 2026
Repeat after me: Heavy Assets, Low Obsolescence.
Why HALO stocks are the key to surviving AI disruption while we sort it all out. Happy Super Bowl Sunday, send this to all your friends, they will thank you.
www.downtownjoshbrown.com/p/the-most-i...
Repeat after me: Heavy Assets, Low Obsolescence.
Why HALO stocks are the key to surviving AI disruption while we sort it all out. Happy Super Bowl Sunday, send this to all your friends, they will thank you.
www.downtownjoshbrown.com/p/the-most-i...
February 8, 2026 at 5:13 PM
Today I reveal the top investing theme of 2026
Repeat after me: Heavy Assets, Low Obsolescence.
Why HALO stocks are the key to surviving AI disruption while we sort it all out. Happy Super Bowl Sunday, send this to all your friends, they will thank you.
www.downtownjoshbrown.com/p/the-most-i...
Repeat after me: Heavy Assets, Low Obsolescence.
Why HALO stocks are the key to surviving AI disruption while we sort it all out. Happy Super Bowl Sunday, send this to all your friends, they will thank you.
www.downtownjoshbrown.com/p/the-most-i...
Reposted by Linda
Super Bowl of sorts for USTs this coming week with NFP, CPI and brand new bigger size 10y and 30y auctions. Not Bad Bunny exciting but should be fun and messy all the same
February 8, 2026 at 9:20 PM
Super Bowl of sorts for USTs this coming week with NFP, CPI and brand new bigger size 10y and 30y auctions. Not Bad Bunny exciting but should be fun and messy all the same
💀💀💀💀
Only one who got the ball into the end zone was Bad Bunny
February 9, 2026 at 1:37 AM
💀💀💀💀
Reposted by Linda
Bad Bunny is an American citizen. Hope this helps.
February 8, 2026 at 12:02 AM
Bad Bunny is an American citizen. Hope this helps.
Reposted by Linda
Bad Bunny is KILLING THIS. So good!
February 9, 2026 at 1:28 AM
Bad Bunny is KILLING THIS. So good!
Reposted by Linda
bad bunny tore it UPPPP 🥳
February 9, 2026 at 1:34 AM
bad bunny tore it UPPPP 🥳
Reposted by Linda
That halftime show by Bad Bunny, Gaga and Ricky Martin was iconic!! Probably the best halftime show I’ve ever seen! Let’s gooooo!!
February 9, 2026 at 1:34 AM
That halftime show by Bad Bunny, Gaga and Ricky Martin was iconic!! Probably the best halftime show I’ve ever seen! Let’s gooooo!!
Benito you did that!!!
BAD BUNNY CRUSHED IT
🇵🇷🎺🪇🪘💃🏻
🇵🇷🎺🪇🪘💃🏻
February 9, 2026 at 1:35 AM
Benito you did that!!!
Happy Super Bowl Sunday y'all!!!
Haven't seen a sports-specific starter pack for Washington Post folks affected by recent layoffs so created one below - please show them your support and give a follow (let me know if I've missed anyone too!)
February 8, 2026 at 11:10 PM
Happy Super Bowl Sunday y'all!!!
Reposted by Linda
with this transaction from Tuesday, it is done. If LVMH cancels its treasury shares, the Arnault family group will own 50.01% of LVMH's issued shares. Félicitations.
February 6, 2026 at 8:34 PM
with this transaction from Tuesday, it is done. If LVMH cancels its treasury shares, the Arnault family group will own 50.01% of LVMH's issued shares. Félicitations.
Reposted by Linda
Four of the biggest US technology companies together have forecast capital expenditures that will reach about $650 billion in 2026 — a mind-boggling tide of cash earmarked for new data centers and all the gear housed within them.
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...
February 6, 2026 at 5:13 PM
Four of the biggest US technology companies together have forecast capital expenditures that will reach about $650 billion in 2026 — a mind-boggling tide of cash earmarked for new data centers and all the gear housed within them.
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...
Reposted by Linda
Jassy throws shade at #$GOOGL saying +24% on $142 billion base is special. True. But to spend capex at pace #$AMZN is, AWS needs to accelerate beyond +24%. Backlog +40% is a start. But Q1 sales guide (into accelerating capex) at +9-13% doesn't evidence planned acceleration.
February 6, 2026 at 1:28 PM
Reposted by Linda
Weekly low right on the 20-wma (arrows). We've been down there twice in recent weeks. Normally, that signals a weakening trend (as also shown by RSI and MACD). You don't want to go back down there anytime soon
February 6, 2026 at 10:26 PM
Weekly low right on the 20-wma (arrows). We've been down there twice in recent weeks. Normally, that signals a weakening trend (as also shown by RSI and MACD). You don't want to go back down there anytime soon
Reposted by Linda
On the “huge vibe divergence” between tech and finance on AI:
Enhanced AI tools are much more to the world, but AI is also much more of investors. sherwood.news/markets/why-...
Enhanced AI tools are
February 6, 2026 at 3:17 PM
On the “huge vibe divergence” between tech and finance on AI:
Enhanced AI tools are much more to the world, but AI is also much more of investors. sherwood.news/markets/why-...
Enhanced AI tools are
Reposted by Linda
On Wednesday, we released our new podcast episode with Dr. Ashwin to discuss telehealth and #$HIMS
The timing couldn't have been more perfect. We talked
➡️ The issues with their GRAIL test
➡️ The dark side of lab tests and telehealth in general
➡️ The SNAC patent (perfectly timed)
➡️ And much more
The timing couldn't have been more perfect. We talked
➡️ The issues with their GRAIL test
➡️ The dark side of lab tests and telehealth in general
➡️ The SNAC patent (perfectly timed)
➡️ And much more
🎙️ IC #9: Talking Telehealth and HIMS w/ Ashwin Sharma
Our chat on all things telehealth and our views on HIMSwith our medical friend from across the pond
www.cedargroveresearch.com
February 6, 2026 at 5:38 PM
On Wednesday, we released our new podcast episode with Dr. Ashwin to discuss telehealth and #$HIMS
The timing couldn't have been more perfect. We talked
➡️ The issues with their GRAIL test
➡️ The dark side of lab tests and telehealth in general
➡️ The SNAC patent (perfectly timed)
➡️ And much more
The timing couldn't have been more perfect. We talked
➡️ The issues with their GRAIL test
➡️ The dark side of lab tests and telehealth in general
➡️ The SNAC patent (perfectly timed)
➡️ And much more
My first mentor in the investment industry used to say “they don’t ring a bell at the top” but I’m starting to wonder
AI.com bought by Crypto.com founder for $70mn in biggest-ever website name deal ft.trib.al/9BfjZtA
AI.com bought by Crypto.com founder for $70mn in biggest-ever website name deal
Kris Marszalek plans to launch new site with a Super Bowl ad this weekend
ft.trib.al
February 6, 2026 at 6:50 PM
My first mentor in the investment industry used to say “they don’t ring a bell at the top” but I’m starting to wonder
Reposted by Linda
Pretty normal earnings reactions this season... beats rising 0.9%, misses punished by 2.3% @factset
February 6, 2026 at 6:47 PM
Pretty normal earnings reactions this season... beats rising 0.9%, misses punished by 2.3% @factset
Reposted by Linda
Closed all my puts yesterday and covered most single name shorts. Hoping to see vol come down so I can put them back in place.
1H sees a big fiscal stimmy from OBBB taxes breaks, but going into 2H unhedged is crazy.
1H sees a big fiscal stimmy from OBBB taxes breaks, but going into 2H unhedged is crazy.
February 6, 2026 at 10:28 AM
Closed all my puts yesterday and covered most single name shorts. Hoping to see vol come down so I can put them back in place.
1H sees a big fiscal stimmy from OBBB taxes breaks, but going into 2H unhedged is crazy.
1H sees a big fiscal stimmy from OBBB taxes breaks, but going into 2H unhedged is crazy.