Big week for Coney Island
The American Party – Musk taking a shot
Amazon Prime Day (Prime Week) happening
PLUS we are now on Spotify and Amazon Music/Podcasts!
Click HERE for Show Notes and Links
DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar.
Love the Show? Then how about a Donation?
Follow John C. Dvorak on Twitter
Follow Andrew Horowitz on Twitter
- OBBBA written into law!
- Big week for Coney Island
- The American Party - Musk taking a shot
- Amazon Prime Day (Prime Week) happening
- BIG WIN FOR US AT AIRPORTS!
- ATH before the July 4th break
- Jobs numbers - a bit surprising
- Tariff threats are back - full court press is on!
-- Letters are going out!
- NVDA - History in the making
THE WINNER OF THE CTP - Something that never happened before!
According to Factset:
- During the second quarter, analysts reduced earnings-per-share (EPS) estimates by a wider margin than usual.
- The bottom-up EPS estimate for Q2—which aggregates the median EPS forecasts for all companies in the index—fell by 4.2%, dropping from $65.55 on March 31 to $62.83 by June 30.
- While it’s common for analysts to lower EPS estimates during a quarter, the size of this quarter’s decline stands out. Over the past 5 years (20 quarters), the average quarterly decline in the bottom-up EPS estimate has been 3.0%.
- Over the past 10 years (40 quarters), the average drop was 3.1%, and over the past 15 years (60 quarters), it was 3.2%.
- Only when looking back 20 years (80 quarters) does the average match this quarter’s 4.2% decline.
--- What this means is that easier hurdles to get over for companies that have had their earnings estimates slashed.
- On July 5, Musk said he would found an "America Party" as an alternative to the Republican and Democratic parties. Musk says the party will focus on "just 2 or 3 Senate seats and 8 to 10 house districts."
- He can't be President, what are his aspirations here?
- Joey Chestnut on Friday regained his longtime title of champion in the Nathan's Famous Hot Dog Eating contest at New York City's Coney Island after he was ban
