Julie Hyman
@juleshyman
Anchor Morning Brief 9-9:30am and Market Catalysts 10am-11am ET @YahooFinance.
1.8K Following 22.1K Followers
“I guess my point here is that Jensen Huang’s affair with an alleged Chinese spy is plausibly the most expensive extramarital affair in human history? And it kind of should be?”
While I can’t guarantee what your financial return from this newsletter will be, I’m confident you’ll have a fun and entertainingly documented ride.
RT @byjakeconley: "Chip War" author Chris Miller on the Nvidia/Jensen Huang revelations:
"This is certainly going to raise a new level of…
The key man problem for Nvidia, via @Srasgon (who calls the current situation at best "a heavy distraction"):
If only Anthropic had led with this all along.
@edzitron has argued OpenAI and Anthropic shouldn’t be allowed to go public. This morning on The 8:30, we asked Ed, what’s the alternative?
He says, “Let them die.” You can find this clip and more of our conversation with Ed @YahooFinance.
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Elon Musk is "is the most powerful civilian, non-governmental actor in history" -- @gmukunda to my colleague @byjakeconley, who examines Musk's ballooning influence for @YahooFinance:
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Good point from Evercore ISI's Krishna Guha (emphasis mine):
Treasury yields rose in early Fall as oil moved up, reflecting the idea that Treasuries are a poor hedge against adverse supply shocks. That is true. But we are relearning that Treasuries are a good hedge for the risk of a deflationary AI bust.
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Tesla inspiring analyst poetic flights of fancy this morning from George Gianarikas of Canaccord Genuity, in a note entitled "The Berkshire Hathaway of Tomorrowland":
Apropos of our conversations last week @dandefrancesco @GerberKawasaki
"Speculative data center debt is being repackaged and sold to pension and retirement funds, university endowments, and other institutional investors in a manner eerily reminiscent of the subprime bubble."
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My god just drop the whole S-1 already
Just listened to the Odd Lots with David Byrne, and his discussion with @tracyalloway & @TheStalwart about the value of cross-disciplinary study made me think of the Great Books program at St. John's College and how a very small part of me wanted to go there.
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Will this be the highest grossing documentary of all time?
Watched You Can See Everything yesterday with some of my team.
Can confirm it is as bonkers and wonderful as the reviews say.
And that you should indeed go in without knowing anything.
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We found the dip-buyer, and he'll be on @YahooFinance with @byjakeconley & me tomorrow morning!
JPMorgan EPS haven't missed estimates since Q2 2022. That's the first miss in 17 quarters. $JPM
Wild stat shared by @michaelbatnick:
In mid-2018, the market cap of the top five stocks was equal to the market cap of the bottom 282 combined.
Today, the market cap of the top five stocks is equal to the market cap of the bottom 434.
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Monday morning quiz:
Today is the 4th anniversary of the bull market in US stocks. What has been the best-performing stock in the S&P 500 since Oct. 12, 2022?
Very confused by what Delta CEO Ed Bastian told Bloomberg:
“Air travel, even with a higher price point, is still a relative bargain in the consumer economy,” he said. “Airfares are still 10 points lower than inflation.”
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Auto-enrolling kids into Trump accounts is fine. But the administration quietly introduced some not-fine changes:
-- Charities controlled by wealthy people can donate stock in individual companies;
-- The stock can't be sold for five years;
-- Donations can't be refused.
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This turns a good idea into a terrible one.
