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2 years ago

(Jul 25, 2022 09:48)

I am sick of the walmart execution.. really, they have lost their handle on their business.. furious

Retweet count

31

Like count

468

2 years ago

(Jul 25, 2022 08:29)

Walmart cut its profit outlook for Q2 and FY23. “The increasing levels of food and fuel inflation are affecting how customers spend, and while we’ve made good progress clearing hardline categories, apparel in Walmart U.S. is requiring more markdown dollars:” CEO Doug McMillon

Retweet count

57

Like count

263

2 years ago

(Jul 25, 2022 08:26)

From CNBC and consistent with other signs that, after undermining companies’ costs, inflation is now adversely impacting the revenue side via demand destruction. #economy #markets #inflation @Walmart @CNBC https://t.co/47i2R11ajI

Retweet count

35

Like count

198

2 years ago

(Jul 25, 2022 08:52)

Tomorrow will be the 11th time that Walmart has gapped down over 7% since 1985 and the second time this year. $WMT

Retweet count

8

Like count

98

2 years ago

(Jul 25, 2022 08:38)

$WMT: Negative pre - not a comp problem with 6% sss and reiteration for F/Y BUT a mix issue with higher sales of lower margin food/consumables. Not a surprise but they are not alone. Apparel is just 3% of CPI, BTW.

Retweet count

9

Like count

86

2 years ago

(Jul 25, 2022 07:32)

The US junk-bond market is poised for its biggest annual decline in net supply on record. https://t.co/MKEK6Jo6mr https://t.co/QYPt8ZJ3Tg

Retweet count

36

Like count

188

2 years ago

(Jul 25, 2022 10:03)

so much tonight.. throwing everything i have at it

Retweet count

11

Like count

180

2 years ago

(Jul 25, 2022 09:09)

At 9% or more, tomorrow's gap down in Walmart would be the steepest since Black Monday (10/19/87). $WMT

Retweet count

23

Like count

77

2 years ago

(Jul 25, 2022 06:02)

Posted earlier today: FYI, my thoughts on how to #invest today in #EmergingMarkets given the (understandable and warranted) sensitivity of the asset class to top-down themes that are yet to play out fully. https://t.co/LbDBqOt6uD @FT #economy #markets #investing #EM #EconTwitter https://t.co/cf4EuSRqtr

Retweet count

14

Like count

66

2 years ago

(Jul 25, 2022 08:01)

Be so good they can’t ignore you. 💯 https://t.co/XRv90lfRiy

Retweet count

11

Like count

44

2 years ago

(Jul 25, 2022 08:03)

Ed Yardeni believes the worst has passed for this bear market and that the S&P’s plunge last month to a 3,666.77 low likely marked the trough of the 2022 equity rout. https://t.co/nH2g8QKyRC

Retweet count

43

Like count

168

2 years ago

(Jul 25, 2022 06:44)

I am waiting for some of the despisers to actually put some of these hated commenters would do well to look at the context but that would require an open mind and most of these peoples' minds are so deranged the prospect of them opening is frightening in itself.

Retweet count

5

Like count

118

2 years ago

(Jul 25, 2022 06:08)

A semiconductor bill, which provides about $52 billion to subsidize domestic production of microchips, is being called the CHIPS-Plus Act. There's an 80% probability that the bill will be signed into law, one expert said. https://t.co/YrRqRzQOiy

Retweet count

17

Like count

32

2 years ago

(Jul 25, 2022 10:10)

Just a heads up... If you ever see a P/L from a "Guru" with their profits always ending in $.00 in the cents column, it is because it is a paper trading account. I see gurus post P/Ls with them claiming to make $30,000 a day and every trade ends with .00. Stop being mislead.

Retweet count

5

Like count

35

2 years ago

(Jul 25, 2022 08:08)

Right after him, @Nouriel joined @bsurveillance to say such sanguine predictions were “delusional,” saying, “There are many reasons why we are going to have a severe recession and a severe debt and financial crisis.” https://t.co/ZnCEpt2Jkq

Retweet count

12

Like count

113

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