Nicholas Brown
@nicholasabrown.bsky.social
Formerly Senior Correspondent at Punk Rock Traders. 19 y/o who posts news, political news, stock mkt news, etc. Seen on Benzinga, SquawkCNBC & YahooFinance.
APOLLO: “Equity returns over the past five years are all about the Magnificent Seven versus everyone else.”
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November 8, 2025 at 2:33 PM
APOLLO: “Equity returns over the past five years are all about the Magnificent Seven versus everyone else.”
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APOLLO: “Plotting the Warren Buffet indicator (US stock market cap to GDP) versus the Shiller cyclically adjusted P/E ratio shows that the S&P 500 today is at historically extreme valuations.”
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November 6, 2025 at 12:23 PM
APOLLO: “Plotting the Warren Buffet indicator (US stock market cap to GDP) versus the Shiller cyclically adjusted P/E ratio shows that the S&P 500 today is at historically extreme valuations.”
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APOLLO: “Since earlier this year, earnings expectations have increased for the Magnificent Seven and declined for the S&P 493.”
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November 5, 2025 at 12:15 PM
APOLLO: “Since earlier this year, earnings expectations have increased for the Magnificent Seven and declined for the S&P 493.”
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November 4, 2025 at 1:52 PM
APOLLO: “A smaller and smaller share of all tech jobs in the US are in California.”
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November 2, 2025 at 1:40 PM
APOLLO: “A smaller and smaller share of all tech jobs in the US are in California.”
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APOLLO: “.. over the past decade, electricity prices have increased exactly as fast as the overall price level in the economy, see chart below.”
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November 1, 2025 at 11:47 AM
APOLLO: “.. over the past decade, electricity prices have increased exactly as fast as the overall price level in the economy, see chart below.”
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Add American Airlines to the list.
$AAL
$AAL
October 30, 2025 at 8:07 PM
Add American Airlines to the list.
$AAL
$AAL
October 23, 2025 at 8:19 PM
Busy week of layoffs.
October 23, 2025 at 1:51 PM
Busy week of layoffs.
APOLLO: “In 2011, the US stock market made up 30% of the global stock market capitalization. Today, the US makes up almost 50%. The United States continues to offer exceptional opportunities for investors.”
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October 23, 2025 at 11:31 AM
APOLLO: “In 2011, the US stock market made up 30% of the global stock market capitalization. Today, the US makes up almost 50%. The United States continues to offer exceptional opportunities for investors.”
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(WSJ) - The cost of health insurance rose steeply for a third year in a row in 2025, reaching just under $27,000 for a family plan, according to an annual survey from the nonprofit KFF, which provides the broadest picture of U.S. employer health coverage.
www.wsj.com/health/healt...
www.wsj.com/health/healt...
October 22, 2025 at 6:06 PM
(WSJ) - The cost of health insurance rose steeply for a third year in a row in 2025, reaching just under $27,000 for a family plan, according to an annual survey from the nonprofit KFF, which provides the broadest picture of U.S. employer health coverage.
www.wsj.com/health/healt...
www.wsj.com/health/healt...
“.. working remotely for even a single day will now count for a full week.”
@cnbc.com $GOOGL
www.cnbc.com/2025/10/08/g...
@cnbc.com $GOOGL
www.cnbc.com/2025/10/08/g...
October 9, 2025 at 2:25 AM
“.. working remotely for even a single day will now count for a full week.”
@cnbc.com $GOOGL
www.cnbc.com/2025/10/08/g...
@cnbc.com $GOOGL
www.cnbc.com/2025/10/08/g...
* Amazon Prime
* Target’s Circle Week
* Walmart Deals
“With inflation, high interest rates, and economic uncertainty weighing heavy on Americans’ minds, sales events like Prime Deal Days have been resonating well.”
$AMZN $TGT $WMT
www.barrons.com/articles/ama...
* Target’s Circle Week
* Walmart Deals
“With inflation, high interest rates, and economic uncertainty weighing heavy on Americans’ minds, sales events like Prime Deal Days have been resonating well.”
$AMZN $TGT $WMT
www.barrons.com/articles/ama...
October 6, 2025 at 12:12 PM
* Amazon Prime
* Target’s Circle Week
* Walmart Deals
“With inflation, high interest rates, and economic uncertainty weighing heavy on Americans’ minds, sales events like Prime Deal Days have been resonating well.”
$AMZN $TGT $WMT
www.barrons.com/articles/ama...
* Target’s Circle Week
* Walmart Deals
“With inflation, high interest rates, and economic uncertainty weighing heavy on Americans’ minds, sales events like Prime Deal Days have been resonating well.”
$AMZN $TGT $WMT
www.barrons.com/articles/ama...
APOLLO: “Beginning to Look Like 2021?
Looking at annualized month-over-month growth rates shows that 60% of items in the CPI basket are growing faster than 3%. Is a second inflation mountain emerging?”
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Looking at annualized month-over-month growth rates shows that 60% of items in the CPI basket are growing faster than 3%. Is a second inflation mountain emerging?”
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October 6, 2025 at 11:17 AM
APOLLO: “Beginning to Look Like 2021?
Looking at annualized month-over-month growth rates shows that 60% of items in the CPI basket are growing faster than 3%. Is a second inflation mountain emerging?”
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Looking at annualized month-over-month growth rates shows that 60% of items in the CPI basket are growing faster than 3%. Is a second inflation mountain emerging?”
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Grateful for the opportunity to tour F.N.B. Corporation in Pittsburgh this morning and check out the trading floor!
Big thanks to Dean Stephen Tanzilli of Point Park University and Brent Semachko of F.N.B. for making it happen.
Big thanks to Dean Stephen Tanzilli of Point Park University and Brent Semachko of F.N.B. for making it happen.
September 25, 2025 at 4:47 PM
Grateful for the opportunity to tour F.N.B. Corporation in Pittsburgh this morning and check out the trading floor!
Big thanks to Dean Stephen Tanzilli of Point Park University and Brent Semachko of F.N.B. for making it happen.
Big thanks to Dean Stephen Tanzilli of Point Park University and Brent Semachko of F.N.B. for making it happen.
APOLLO: “The consensus probability of a recession over the next 12 months continues to decline and currently stands at 30%.”
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September 23, 2025 at 11:22 AM
APOLLO: “The consensus probability of a recession over the next 12 months continues to decline and currently stands at 30%.”
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Microsoft
Paramount
NBCUniversal
The New York Times
Amazon
Dell
JPMorgan
Axon
AT&T
Goldman Sachs
@wsj.com #RTO #WFH
www.wsj.com/lifestyle/wo...
Paramount
NBCUniversal
The New York Times
Amazon
Dell
JPMorgan
Axon
AT&T
Goldman Sachs
@wsj.com #RTO #WFH
www.wsj.com/lifestyle/wo...
September 22, 2025 at 12:22 PM
Microsoft
Paramount
NBCUniversal
The New York Times
Amazon
Dell
JPMorgan
Axon
AT&T
Goldman Sachs
@wsj.com #RTO #WFH
www.wsj.com/lifestyle/wo...
Paramount
NBCUniversal
The New York Times
Amazon
Dell
JPMorgan
Axon
AT&T
Goldman Sachs
@wsj.com #RTO #WFH
www.wsj.com/lifestyle/wo...
APOLLO: “The US government currently collects about $350 billion in tariffs at an annualized rate, which corresponds to 18% of annual household income tax payments.
The bottom line is that the amount of money collected in tariff revenue is very significant.”
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The bottom line is that the amount of money collected in tariff revenue is very significant.”
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September 21, 2025 at 3:55 PM
APOLLO: “The US government currently collects about $350 billion in tariffs at an annualized rate, which corresponds to 18% of annual household income tax payments.
The bottom line is that the amount of money collected in tariff revenue is very significant.”
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The bottom line is that the amount of money collected in tariff revenue is very significant.”
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APOLLO: “Consumers are more sensitive than companies to price changes of imported goods. As a result, the composition of US imports has changed dramatically since Liberation Day, with a sharp decline in imports of consumer goods.”
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September 19, 2025 at 11:40 AM
APOLLO: “Consumers are more sensitive than companies to price changes of imported goods. As a result, the composition of US imports has changed dramatically since Liberation Day, with a sharp decline in imports of consumer goods.”
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APOLLO: “A rising share of VC activity globally is AI deals, and 63% of all VC deals in North America are now AI or machine learning.”
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September 18, 2025 at 11:09 AM
APOLLO: “A rising share of VC activity globally is AI deals, and 63% of all VC deals in North America are now AI or machine learning.”
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* MICROSOFT TO INVEST $30B IN U.K.
* CEO SATYA NADELLA TO JOIN TRUMP TOMORROW
@cnbc.com @stevekovach.bsky.social $MSFT
* CEO SATYA NADELLA TO JOIN TRUMP TOMORROW
@cnbc.com @stevekovach.bsky.social $MSFT
September 16, 2025 at 7:32 PM
* MICROSOFT TO INVEST $30B IN U.K.
* CEO SATYA NADELLA TO JOIN TRUMP TOMORROW
@cnbc.com @stevekovach.bsky.social $MSFT
* CEO SATYA NADELLA TO JOIN TRUMP TOMORROW
@cnbc.com @stevekovach.bsky.social $MSFT