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On immediately’s present, we talk about:
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Tweets:
New: Google confirms it’s “within the earliest phases” of offering AI-enabled instruments for journalists.https://t.co/j80XxbwugM https://t.co/0w6KEg0mwp pic.twitter.com/8psPi2TuHx
— Ben Mullin (@BenMullin) July 20, 2023
Valuations by market cap vary…
Fascinating chart through @ftportfolios pic.twitter.com/FAasd3F2vl
— Nate Geraci (@NateGeraci) July 19, 2023
Goldman Sachs chief economist Jan Hatzius:
“We’re reducing our likelihood {that a} US recession will begin within the subsequent 12 months” to twenty% from 25%.
“The latest information have bolstered our confidence that bringing inflation right down to an appropriate degree won’t require a recession.” pic.twitter.com/DYInbxCf1H
— Nick Timiraos (@NickTimiraos) July 17, 2023
CREDIT SUISSE: “.. We’re elevating our 2023 S&P 500 value goal to 4700, 3.9% above present ranges with modest upside from a number of growth. We’re additionally elevating our 2023-24 EPS estimates to $220 and $237 from $215 and $220.” [Golub] $SPX pic.twitter.com/UZvUiliWm8
— Carl Quintanilla (@carlquintanilla) July 18, 2023
Energetic managers proceed including fairness publicity.
NAAIM Publicity Index as much as 99 from 93 final week.
Highest since late 2021. pic.twitter.com/y2dEFv8W5Y
— Each day Chartbook (@dailychartbook) July 20, 2023
The irony that the man who wrote probably the most extremely really helpful private finance books *ever* is a doomer who routinely offers 20 IQ monetary recommendation is nearly too humorous to be actual life.
And but, right here we’re. https://t.co/UH7ISMx3wL
— Jack Raines (@Jack_Raines) July 17, 2023
We’re nonetheless unfavorable money circulation, on account of ~50% drop in promoting income plus heavy debt load. Want to achieve optimistic money circulation earlier than we’ve got the posh of the rest.
— Elon Musk (@elonmusk) July 15, 2023
I assume I don’t should do onlyfans in spite of everything pic.twitter.com/nE7zZ0e4Gx
— @jason (@Jason) July 14, 2023
Sam Ro:
Jack Raines
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