Tracey Ryniec
@traceyryniec.bsky.social
Senior Stock Strategist at Zacks Investment Research. Hosts 2 podcasts. Writer. Loves housing. Chicago.
Pinned
Goldman has a ”list of 47 US stocks with exposure to broad tariffs”.
Good to keep as a watch list.
We actually studied this scene for its historical accuracy in a class I took on Rome at the University of Michigan 30+ years ago. Imagine Hollywood putting 15,000 extras on a set today? You can feel the vibe coming off the screen.
William Wyler’s epic “BEN HUR” starring Charlton Heston, premiered #OnThisDay in 1959. Here the iconic chariot race which was filmed over 5 weeks on an enormous 18-acre set at Cinecittà Studios in Rome, famous for its intense, practical stunts and large scale, involving 78 horses and 15,000 extras
November 20, 2025 at 12:43 AM
We actually studied this scene for its historical accuracy in a class I took on Rome at the University of Michigan 30+ years ago. Imagine Hollywood putting 15,000 extras on a set today? You can feel the vibe coming off the screen.
Paying money for more kids hasn't worked in any other country but I await the results of this attempt.
The city in the central province of Hubei offers a test case for the rest of the country, as the government searches for ways to reverse the tide of declining births
Tianmen is China’s test site for baby-boosting policies
A visit to the city offering more than $40,000 for second children
econ.st
November 20, 2025 at 12:11 AM
Paying money for more kids hasn't worked in any other country but I await the results of this attempt.
Williams-Sonoma: Delayed tariff dates means the new tariffs would not be applied until late Q3. They also front loaded. In Q4, the tariffs will impact more. Will feel the real impact. #WSM
November 19, 2025 at 3:37 PM
Williams-Sonoma: Delayed tariff dates means the new tariffs would not be applied until late Q3. They also front loaded. In Q4, the tariffs will impact more. Will feel the real impact. #WSM
Williams Sonoma said today it still couldn't estimate tariff impacts. Tariff rate rose to 29% from 14% earlier this year. Has been mitigating it by front loading inventory and raising prices. #WSM
November 19, 2025 at 3:34 PM
Williams Sonoma said today it still couldn't estimate tariff impacts. Tariff rate rose to 29% from 14% earlier this year. Has been mitigating it by front loading inventory and raising prices. #WSM
Who wants to come?
In the face of heavy travel restrictions imposed by the Trump administration, the United States announced that soccer fans going to the World Cup will enjoy a certain priority for processing tourist visa. www.wired.com/story/the-us...
The US Will Prioritize Visa Processing for Fans With World Cup Tickets
In the face of heavy travel restrictions imposed by the Trump administration, the United States announced that soccer fans going to the World Cup will enjoy a certain priority for processing tourist visa.
www.wired.com
November 19, 2025 at 2:58 PM
Who wants to come?
You don't say. What else are we "bringing back"? Haven't seen much of this either.
While tariffs were intended to incentivize self-sufficiency, the U.S. simply cannot produce enough of certain goods like coffee and bananas. As prices soar on those items, the Trump administration has reversed course.
Trump Reverses Tariffs On Coffee, Bananas And Other Foods In Response As Prices Soar
As prices soar on items like coffee and bananas, the Trump administration has reversed course, exempting food items that cannot be easily grown or produced in the U.S.
www.forbes.com
November 19, 2025 at 2:33 PM
You don't say. What else are we "bringing back"? Haven't seen much of this either.
I had no idea just one tree could do that much. Let's plant more.
November 19, 2025 at 2:22 AM
I had no idea just one tree could do that much. Let's plant more.
He's back.
Elon Musk returns to the White House at dinner for Saudi crown prince on.ft.com/4a6pYwi
Elon Musk returns to the White House at dinner for Saudi crown prince
Billionaire’s appearance at black-tie event for Mohammed bin Salman signals improving relations with Donald Trump
on.ft.com
November 19, 2025 at 2:13 AM
He's back.
👏
You might not have caught what just happened on the Senate floor, but the Senate just “deemed as passed” the Epstein resolution.
That means as soon as it arrives from the House, it automatically passes the Senate (with no amendments) and heads to the President’s desk.
Wow.
That means as soon as it arrives from the House, it automatically passes the Senate (with no amendments) and heads to the President’s desk.
Wow.
November 19, 2025 at 2:01 AM
👏
Who likes turkey this much to spend that amount of money?
Paul Kelly's family farm in England has been selling $500 heirloom turkeys for two generations. Now, after a decade breeding them in Virginia, KellyBronze birds are looking to gobble up America's Thanksgiving market.
KellyBronze, The ‘Rolls-Royce Of Turkey’ Is Coming To America
Paul Kelly's family farm in England has been selling $500 heirloom turkeys for two generations. Now, after a decade breeding them in Virginia, KellyBronze birds are looking to gobble up America's Than...
www.forbes.com
November 17, 2025 at 11:35 PM
Who likes turkey this much to spend that amount of money?
This is where we stand.
NEW: An analysis finds that NIH funding cuts have disrupted at least 383 clinical trials, affecting over 74,000 participants that were enrolled in studies that were testing treatments for conditions including cancer, heart disease and brain disease.
November 17, 2025 at 11:34 PM
This is where we stand.
It's stories like this which will be the breaking point for most Americans.
79-year-old Paul Bojerski was born to Polish parents in a WWII German refugee camp. His family legally emigrated to the U.S. when he was 5.
He’s been taken by ICE in Florida.
www.orlandosentinel.com/2025/11/16/s...
He’s been taken by ICE in Florida.
www.orlandosentinel.com/2025/11/16/s...
Sanford grandfather, born in refugee camp, nabbed by ICE after 70 years in U.S.
Paul Bojerski never gained official residency, but he checked in regularly with ICE for years. Then in July, at age 79, he was detained and sent to Alligator Alcatraz.
www.orlandosentinel.com
November 17, 2025 at 11:34 PM
It's stories like this which will be the breaking point for most Americans.
Just ban it already. Sorry TikTok'ers.
A promised TikTok acquisition by US investors, brokered through Trump, has been stalled for months. And the lawmakers who passed the ban are largely staying quiet.
Read more from @laurenfeiner.bsky.social:
Read more from @laurenfeiner.bsky.social:
Even the lawmakers behind the TikTok ban have no idea what’s going on
TikTok was supposed to be banned from the US 10 months ago.
www.theverge.com
November 17, 2025 at 11:08 PM
Just ban it already. Sorry TikTok'ers.
Aren't all these examples in this NYT article (free gift article) just about affordability? It was only the low mortgage rates that allowed these people to buy in the first place. And now they can't. Because $2300 a month mortgage is unaffordable to most. www.nytimes.com/2025/11/16/b...
They Rushed to Buy Homes During the Pandemic. Now, Some Feel Trapped.
www.nytimes.com
November 17, 2025 at 11:01 PM
Aren't all these examples in this NYT article (free gift article) just about affordability? It was only the low mortgage rates that allowed these people to buy in the first place. And now they can't. Because $2300 a month mortgage is unaffordable to most. www.nytimes.com/2025/11/16/b...
Alphabet's pretty price and consensus chart. However, analysts are cautious on 2026's earnings growth. Expecting just 4.4% for 2026. #GOOGL (I own it)
November 17, 2025 at 10:04 PM
Alphabet's pretty price and consensus chart. However, analysts are cautious on 2026's earnings growth. Expecting just 4.4% for 2026. #GOOGL (I own it)
Hard to do this as teams got to keep 3 legacy rivalries like Michigan v Michigan State. If both teams stink, then it is what it is. Also, this is what the Big Ten championship is for. Indiana v OSU (presumably) even though they didn't play each other in the regular season.
Not sure how but the Big Ten needs to figure out a way to make the scheduling more interesting. Ohio State's best win is overhyped Texas. Michigan is 8-2 and their best win is what, Nebraska? Indiana's last 6 B1G opponents have a combined 6 conference wins. 18 teams in a conference was stupid.
November 17, 2025 at 9:48 PM
Hard to do this as teams got to keep 3 legacy rivalries like Michigan v Michigan State. If both teams stink, then it is what it is. Also, this is what the Big Ten championship is for. Indiana v OSU (presumably) even though they didn't play each other in the regular season.
Must be that great new Republican healthcare plan that's going to replace the ACA. Just waiting to unveil it now.
Mike Johnson claims House Republicans did "some of the best work of their careers" during the govt shutdown
November 17, 2025 at 9:42 PM
Must be that great new Republican healthcare plan that's going to replace the ACA. Just waiting to unveil it now.
In March 2024, I did a Value Investor Podcast with this title: Alphabet is on Sale: Will Buffett Buy Shares? Lol. Better late than never. #GOOGL #BRKB www.zacks.com/stock/news/2...
Alphabet is on Sale: Will Buffett Buy Shares?
Berkshire Hathaway already owns two of the Magnificent 7 stocks in its stock portfolio. Will it buy a third?
www.zacks.com
November 17, 2025 at 9:11 PM
In March 2024, I did a Value Investor Podcast with this title: Alphabet is on Sale: Will Buffett Buy Shares? Lol. Better late than never. #GOOGL #BRKB www.zacks.com/stock/news/2...
Just because he's retiring, doesn't mean his investing style has to. He looks for cheap stocks which are still growing and which have moats. 3 Buffett-Like Stocks for Your Short List www.zacks.com/stock/news/2...
3 Buffett-Like Stocks for Your Short List
Warren Buffett likes cheap companies with growth and moats. Here are three.
www.zacks.com
November 17, 2025 at 4:35 AM
Just because he's retiring, doesn't mean his investing style has to. He looks for cheap stocks which are still growing and which have moats. 3 Buffett-Like Stocks for Your Short List www.zacks.com/stock/news/2...
This will be an election issue in 2026 and 2028. There's going to be a big backlash against tech and AI. With that will be the backlash against data centers. They don't need many employees to operate but are sucking up all the power.
November 17, 2025 at 4:03 AM
This will be an election issue in 2026 and 2028. There's going to be a big backlash against tech and AI. With that will be the backlash against data centers. They don't need many employees to operate but are sucking up all the power.
How dare he judge Tesla on auto sales. It's a robotaxi and robot company. (Sarcasm)
Wells Fargo Reaffirms Underweight on Tesla (TSLA) Amid Sharp Delivery Declines
Among the analysts who foresee a sharp downside in Tesla shares is Wells Fargo’s Colin Langan, who reaffirmed his Underweight rating and $120 price target on November 10.
#Tesla
/1
Among the analysts who foresee a sharp downside in Tesla shares is Wells Fargo’s Colin Langan, who reaffirmed his Underweight rating and $120 price target on November 10.
#Tesla
/1
Wells Fargo Reaffirms Underweight on Tesla (TSLA) Amid Sharp Delivery Declines
Tesla Inc. (NASDAQ:TSLA) is among the most fantastic stocks every investor should pay attention to. With its innovations in electric vehicles and autonomous driving technology, the company remains a l...
finance.yahoo.com
November 16, 2025 at 6:27 PM
How dare he judge Tesla on auto sales. It's a robotaxi and robot company. (Sarcasm)
Is anyone surprised? Shameful.
November 16, 2025 at 6:26 PM
Is anyone surprised? Shameful.
I don't know how we have a bubble if everyone has exited the trade.
‘Billionaire Peter Thiel’s latest 13F didn’t show off a mere trim, but a full-blown exit from AI bellwether Nvidia (NVDA). Thiel had previously warned about AI’s hype cycle running far ahead of its real economics, and his Q3 portfolio shakeup aligns with that view.‘ www.thestreet.com/investing/pe...
November 16, 2025 at 4:50 PM
I don't know how we have a bubble if everyone has exited the trade.
Of course there is no plan. MTG has confirmed that Republicans in the House haven't been shown any plan.
Welker to Sen. John Barrasso on healthcare: "What I hear you saying is there's no plan, there's no bill." (Note that he doesn't try to refute her claim!)
November 16, 2025 at 4:48 PM
Of course there is no plan. MTG has confirmed that Republicans in the House haven't been shown any plan.
What trade deals? He hasn't made any with Brazil.
Bessent: "Not only will the tariffs come off some of the things you just listed -- coffee, cocoa, bananas -- that's a result of the trade deals going through, and then we will see this go down."
November 16, 2025 at 3:19 PM
What trade deals? He hasn't made any with Brazil.