MimiVsJames

By James Mimi

Welcome to MimiVsJames, where we dive deep into the world of finance, investment strategies, and personal insights to help you navigate the complexities of the modern market. Join us as we explore the... more

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FAQs about MimiVsJames:

How many episodes does MimiVsJames have?

The podcast currently has 36 episodes available.

MimiVsJames episodes:

November 08, 2024 Overview of ARM's Quarterly Financial Report and Investment Recommendations
This analysis reviews ARM’s quarterly financial report and provides investment recommendations. The article examines ARM’s revenue growth, key drivers, and future projections, considering factors like licensing revenue, royalty income, and market competition.
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24min
November 07, 2024 The Prisoner's Dilemma in Federal Reserve Monetary Policy
Key Observations and Interest Rate Forecasts from the Latest Fed Meeting
Tomorrow, on November 7th (Eastern Time), the Federal Reserve will announce its November interest rate decision...
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18min
November 05, 2024Are the leading US indicators showing signs of a future economic slowdown?
The Conference Board Leading Economic Index (LEI) for the US fell in September.

The LEI for the U.S. once again signaled a recession in September, but according to our model, the next U.S. economic adjustment is likely to occur in the first half of 2025. However, given the resilient of the U.S. employment market, this economic adjustment is expected to slow down rather than result in a recession (defined as two consecutive quarters of negative growth)
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10min
November 04, 2024 Tesla Earnings Preview and Key Stock Price Focus After the Report
The earnings report will focus on Tesla’s gross and profit margins. Investors are watching for news on a lower-priced EV, which could lift Tesla’s stock. With a fair value of $200, declining short interest, and positive gamma, Tesla’s volatility may remain low. A break above $235 could target $271

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16min
November 03, 2024 How should we think about the impact of the SMCI incident and its implications for the future?
Explore the impact of the SMCI incident on the AI industry, including potential delisting risks, financial implications, and shifts in AI semiconductor stocks. This analysis offers insights for SMCI shareholders on navigating possible volatility.

https://open.substack.com/pub/mimivsjames/p/how-should-we-think-about-the-impact?r=4my5va&utm_campaign=post&utm_medium=web

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13min
November 02, 2024Alphabet's long-term valuation is still relatively low compared to other large tech companies
Growth in subscriptions, platforms, devices, and Google Cloud exceeded expectations.

Core search and advertising revenue also outperformed projections, indicating stability in the search business. However, competition with MSFT and META is expected to intensify.
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13min

FAQs about MimiVsJames:

How many episodes does MimiVsJames have?

The podcast currently has 36 episodes available.