Bottom line: Netflix walked away from an expensive bidding war that wasn't prudent and in doing so, it conveniently leaves one competitor saddled with debt and two competitors burdened by a very long, distracting regulatory approval process — Investors agree. $NFLX shares are up 8% in after-hours trading
Consider the everyday person's knowledge of money: When I ask them about their investments, roughly 50% do not count their 401(k) as an investment. They think of it as something totally separate
The DOJ probe of the Federal Reserve is playing out behind closed doors The Fed, in sealed proceedings, is asking a judge to quash the subpoenas, which could reduce or eliminate its obligation to respond via @cryanbarber @sgurman https://t.co/HvnC5W8ImQ

The real opportunity right now? Understanding product-level demand. Not all industrial is equal in 2026. If you’re evaluating an industrial deal in California and want a disciplined underwriting perspective, DM me “INDUSTRIAL.” #CaliforniaCRE #IndustrialInvesting #WarehouseSpace #CREStrategy #CommercialInvestor
There Are Better Things To Trade Than Nvidia also my short price targets on $NVDA https://t.co/LGkqEyi3XF

Day 1 of running my automated futures trading strategy on MNQ. 3 contracts executed. 1 scalp taken. All trades followed predefined entry and risk management rules. Session result: $211. No hesitation. No moving stops. No discretionary overrides. This is the same futures trading strategy converted into a rule...
Big quarter for figure: - 50% marketplace → they've become a fintech platform, not a lender - 19% first lien → they've entered a market 32x larger than their original one (HELOCs are $400 billion Market. 1st lien mortgages are $13...
Kudos to management for being willing to walk away. There will be plenty of opportunities over time to keep improving the customer value proposition and the long-term value of the business. This was the right decision by Netflix.
Congratulations to the team at Netflix for coming in second. If the history of bidding wars holds, they will end up as the real winner.
I spoke at a property management event today, and the general consensus is the rental market is somewhat like the resale market. Slightly lower rents, it’s taking longer to market properties, the good stuff goes quickly, and overpriced listings sit.
Netflix’s stock is down ~30% since the WBD merger drama began. While losing WBD removes the last clear major growth lever, it likely reestablishes some investor confidence. Longer-term, we’ll see if they miss the lost IP. But recent major media...

When industrial companies were rewarded by the stock market for moving production to China, it was like a starting gun going off for jobs moving to China. Fade calls that AI will not be that disruptive to white collar jobs; the...

Permits and builders' confidence data would be more solid if that were the case. https://t.co/N1nLoES68j
Back to the numbers... Stock futures and $MSFT (good job @hedgeye for highlighting Mr. Softee's share price weakness over the last week while the shows were talking about its "value") move lower after the close after $XYZ job reduction...
The only empirical finding I've seen on the effect of institutional ownership of single-family homes is that it makes neighborhoods slightly more diverse, to the extent that rentals are more accessible to more households. The issue is an affordability red...

MARKET RECAP 📉 What a wild and crazy day, S&P 500 fell once again and is on pace for worst month since April 2025 😳 What the heck is going on?!? Let’s talk about it 🗣️

Check out the beauty of this $IWM chart ... 2026 targets: $290 to $300 https://t.co/pFti1OyqaH

Swiss Franc Forecast: USD/CHF Five-Week Standoff at 2011 Close Low- Breakout Risk Builds https://t.co/aQbUe8s8GA $USDCHF Weekly Chart https://t.co/IEGfXTQuEv

Rocket and Compass team up in challenge to Zillow’s grip on housing Rocket Companies—which now also owns Redfin + Mr. Cooper—announced today a new partnership w/ Compass "Compass International Holdings' 'Coming Soon' listings will appear immediately on Redfin, with 'Private Exclusive' properties...
MasTec beats by $0.12, beats on revs; guides Q1 EPS above consensus, revs above consensus; guides FY26 EPS above consensus, revs above consensus $MTZ

$SPX - Yesterday's gap was filled. Still trading above the 100 day MA. As long as it's above the 100 DMA there's no reason for the bulls to be worried. And even if it closes below the 100 DMA we...
Ending the month with a bang @jack Block Block is cutting 4,000 employees, reducing its workforce by nearly half as the financial technology firm places a bet on artificial intelligence changing the future of labor productivity. cc @dailyjobcuts @MacroEdgeRes
Dell sees Q1 EPS mid-point at $2.90 vs $2.34 FactSet Consensus; sees Q1 revs $34.70-35.70 bln vs $28.99 bln FactSet Consensus $DELL
Hate trading deal stocks, but we see clear levels to watch as this comes closer to a resolution. H/t @cgames2002
Last night's report discussed six reasons for why Software might finally start to gain traction, but this could also happen at the expense of Semis. The false breakout was very much apparent this morning & while broader mkt breadth...

trying the $SLV long here with trend and the $80 break. now at $80.47 still have 50% of the position @ttvresearch @traderTVLIVE #silver https://t.co/lKKmUNcnOx

Canada's January inflation (CPI) is ON TARGET at 2.29%/yr. Canada’s money supply (M3) is growing at 4.02%/yr. That’s a bit below Hanke's Golden Growth Rate of ~6-8%/yr, a rate consistent with Canada's 1-3%/yr inflation target. THE INFLATION STORY = A MONEY SUPPLY...

The S&P 500 is now on pace for its WORST month since April 2025 😳 Volatility continues to be the main storyline of 2026 🎢
“Renters don’t invest.” What you really meant to say is, “I don’t know renters that invest, and my self-worth is tied up in owning a house.” The truth is, you have to have discipline as a renter to save up...
New podcast with @davidlin_TV... My thesis: #gold and gold stocks are undervalued when compared to other asset classes, I thus expect a major rotation into our tiny sector as geopolitical risks, debt, supply-demand imbalances, etc., build. Meaty podcast: https://t.co/aEmxBYkF6K
$CRM highs, call fly trade up big and similar to WDAY gets a positive reaction
Some YIMBYs were mad mad that California froze the building code through 2031, on the idea that it would block hypothetical good code updates like single stair. But the reality of annual code updates is actually just an ever-stricter code...
tslaq been saying the same stuff for a decade and then lighting tens of billions of dollars on fire shorting the stock... $TSLA

Still very easy to get chopped up out there. Speaking for a friend of course. No range breaks in sight so far $QQQ https://t.co/v29Vh7vQNg
$TTD I like the hollow on the daily from ER, it caught my eye. I am putting on homework list. Homework list doesn't mean a name makes it to watch or a trade.
A lot of people ask why I only trade from 9:30 to 11. But what most don't realize is that time doesn't equal money in trading. One A+ setup beats five B- setups every single time. Today, I traded my plan on $CURX,...

$NVDA - Selling off like every big tech stock in this earnings season so far. The immediate downside target is the 200 day MA around 175. https://t.co/TJUNKNN6qL

It took all day to set up a short I liked in $QBTS but eventually worked. Missed VWAP fail, but you can only take the next trade. #trading https://t.co/W5e0rdM8Ga

The #gold-#silver ratio table tells us the silver price is eventually headed to $250. Or more... https://t.co/nKwKjms6nr

$SPY has defended this uptrend line since the start of February. Seems to have worked like magic as support for the last few weeks, but hasn't been strong enough to push the index to retest all time high. Maybe in...
Funds defending that long position in #soybeans like crazy. 11.55 in May looks like the area it needs to keep closing above for now.
SEP IRAs are a dead giveaway that somebody has room to do great planning 1.) They block backdoor Roths 2.) They reduce QBI more than solo 401ks do since SEP IRAs only allow employer contributions 3.) They do not support the mega backdoor...
Too bad that $NVDA push above 203 last night in AH trading won't show up on the chart...
U.S. semiconductor manufacturers are feeling the pinch from Chinese restrictions on scandium exports, @Reuters reports, underscoring the importance of @SunriseMetals’ Syerston Scandium Project as an essential supplier to key U.S. industries. “U.S. chipmakers have experienced delays in receiving new scandium export licenses from...

Is America becoming a renter nation? The answer is an unequivocable "no" according to U.S. Census data. Today's homeownership rate of 65.7% is: +0.6 ppts since pre-COVID +1.9 ppts since 10 years ago +0.4 ppts above the long-term average +0.9 ppts above the long-term median +1.0 ppt...
One of the biggest money moves I made? I stopped letting my paycheck sit in a checking account that earns zero percent interest. If my money’s gonna chill, it might as well make a little coin while it waits. 💸

Quick proof of theory: MTD return as of y'days close has a -41% correlation with today's return. Statistically significant relationship at the 0.01% level. https://t.co/5nNOjJXagQ

The S&P 500 has gone nowhere since October 29. Four months of chop. Small rallies get sold. Small dips get bought. Net = zero. Meanwhile, underneath: → $QQQ peaked 4 months ago, resistance stacking up → NYSE FANG Index down 17% from...

Fed doves have happy tears, since over 40% of CPI inflation is due to shelter and wage growth is slowing down. Rising rental vacancies mean it's unlikely to see breakaway inflation again. @housingwire @sarahteresa6 #mortgagerates #inflation #economics #realestate #chartdaddy

The NYSE FANG Index peaked on October 31, 2025. It decisively broke its 21-day on December 12. That moving average has acted as resistance ever since. Down 16.9% from highs. Every bounce sold. Lower highs. Lower lows. The S&P 500 is down less...