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Bespoke
18.05.2022
Popular
Newest
24
$TGT “saw much higher than expected freight and transportation costs and a more dramatic change in our sales mix th…
18h ago
Bespoke
24
30
Higher interest rates have caused a slowdown in housing at the margin, but longer-term trends have yet to show sign…
20h ago
Long
Bespoke
30
2
Discussing housing data for April!
21h ago
Bespoke
2
17.05.2022
Popular
Newest
20
At 1.04%, the yield on the 3-month T-Bill is on pace to close above 1% for the first time since March 2nd, 2020 tod…
2d ago
Bespoke
20
57
The drop in homebuilder sentiment was the fourth largest MoM decline on record behind October 2001, February 2014,…
2d ago
Bespoke
57
9
Inflation contributed to a rise in the average ticket price, but customers “continue to trade up for premium innova…
2d ago
Bespoke
9
54
Walmart $WMT is now down 9.7% on earnings. Its worst one-day drop on earnings (since 2001) was -10.18% back on 2/2…
2d ago
Bespoke
54
30
Notably, foreign investors sold $94 billion in US equities (net) in Q1, which is by far the largest outflow since a…
2d ago
Bespoke
30
25
One sign of easing supply chains came from yesterday's Empire Manufacturing report, where expectations for delivery…
2d ago
Bespoke
25
14
If this market has you down lately, you have a group of 24 stockbrokers from 230 years ago to thank for it. Happy…
2d ago
Bespoke
14
33
Walmart $WMT is set to open down ~6%, which would be its 2nd biggest gap down on earnings since at least November 2…
2d ago
Bespoke
33
32
Stocks are now up over the last week, but they're still oversold. The Nasdaq 100 $QQQ needs to rally ~11% just to…
2d ago
Stocks
Bespoke
32
3
Discussing retail sales here:
2d ago
Bespoke
3
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