Unchanged from the leaked draft version earlier today.
It’s probably a good 10 years since a G-anything communique impacted markets. They blessed a rise in EUR/JPY back then, if I remember correctly.
Unchanged from the leaked draft version earlier today.
It’s probably a good 10 years since a G-anything communique impacted markets. They blessed a rise in EUR/JPY back then, if I remember correctly.
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MCFT's revenue declines & shrinking cash flow signal risk at 13x P/E. BTSG & PTEN show growth.
GDX's 101% return vs SLV's 119.9%! GDX has higher risk (beta 0.66 vs 2.00) but mining stocks offer dividends.
KMPR's EPS drops 11.7% annually; FSUN's net margin declines. TEN trades at 5.1x P/E.
Inflation hits 85% of Americans; oil up 70%, gas over $4/gal. Consumer cuts may worsen.
AI capex boom: NVDA down 16% but reasonably valued (P/E 21). DLR yields 2.8%. CRDO revenue up 201.5%.
Oil producers need ~$70/bbl to drill, far below $110. Expect no quick output boost, fueling inflation fears.
Apple's iOS 17 to integrate rival AIs, potentially boosting iPhone sales & Apple's 30% app commission.
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