Lotta green on the screen for a Nasdaq down 3% kind of day

Nice chart from @joshschafer.bsky.social in here. There’s the headline read that Mag7 earnings will converge with S&P 493 this year. Alternatively: Wall St still thinks Mag7 earnings growth will reaccelerate in the second half of the year. finance.yahoo.com/news/big-tec...

This is fun, from @ljkawa.bsky.social

There’s just not a lot about the Trump experience that makes me think he enjoys someone else telling their followers what he’s planning on doing.

On the one hand, sure, skills are good. Gotta have em.

On the other hand, the whole point of going to Harvard is that there's value in simply saying you went there! You cannot reverse this pitch after the fact! www.wsj.com/lifestyle/ca...

Great outline of today's mega-concentrated stock market from @robinwigglesworth.bsky.social, with some stats that look dicey and other arguments that make the situation seem more copacetic. on.ft.com/3W8PYzk

Comcast three weeks ago -- We are exploring spinning off our cable assets.

Comcast today -- Exploration done! www.cmcsa.com/news-release...

what AI play is this?

Black Friday as a physical event is anachronistic, but even as an online "event" this picture makes it seem directionless. Headphones? Pajamas? Cookware? This is just stuff that is 20% like four times a year, including now.

And now we know why Substack links are throttled on X! www.nytimes.com/2024/11/18/b...

S&P 500 companies growing revenue and earnings the fastest right now are those with greater international exposure, according to FactSet. Meta, Alphabet, Nvidia among the biggest contributors on both fronts.

Stocks exactly UNCH over the last month now