From storyflo. This is your daily audio brief. Mason, July 31st. Quick read on what moved overnight — five stories, no fluff. Let's get into it. First, from Bloomberg · Markets. Lopez Research's Maribel Lopez on US Tech Earnings. Maribel Lopez, Founder and Enterprise AI Lead at Lopez Research, says the strong earnings from Microsoft and Amazon indicate there is still significant runway for AI-driven growth. However, she notes that the biggest question mark remains Meta's ability to translate its AI investments into future revenue. Next. Second, from Morning Brew. Jersey Mike’s gets that bread from its IPO. Jersey Mike’s debuted on the New York Stock Exchange yesterday, the culmination of a relatively quick turnaround from its sale to private equity firm Blackstone last year. The purveyors of the Big Kahuna Cheese Steak priced its IPO at $23 per share to raise ~$1 billion, making it the largest IPO in the restaurant sector since Krispy Kreme raised $500 million with its 2021 IPO. The ne

From storyflo. This is your daily audio brief. It's Mason, July 30th. Here's what I'd flag before the open. Let's get into it. First, from Morning Brew. Fed keeps rates steady…and everyone in the dark. The Fed keeps acting like a teacher who refuses to answer any questions about what’s going to be on the test. While announcing yesterday that interest rates are staying unchanged, Fed Chair Kevin Warsh continued with his tight-lipped approach to communicating future rate expectations. But…if one were to guess from the few clues out there, it looks like rate hikes could be on the horizon: - Yesterday’s decision to keep rates stable wasn’t unanimous. Next. Second, from The Daily Upside. With Apple Back on Top, CEO Tim Cook Preps for Earnings Curtain Call. In his final earnings call as Apple CEO, Tim Cook is leaving the Mac-maker exactly as he found it: the biggest company in the world by market value. Shares of Apple have risen 26% this year, enough to help it retake the market cap throne

From storyflo. This is your daily audio brief. Hey, Mason here. July 29th. The opening read — five stories that explain today's tape. Let's get into it. First, from The Daily Upside. ETF Odyssey Continues as Issuers Sail Toward Another Record-Breaking Year. The ETF market is looking a lot like showings of Christopher Nolan’s The Odyssey: crowded and breaking records. There have been 868 ETF launches in the US through July 27, according to CFRA data, putting the market easily on track for yet another record-breaking year. Single-stock and artificial intelligence, or other tech-related funds, have been especially popular, said Deborah Fuhr, founder of the research firm ETFGI. Next. Second, from The Daily Upside. After Wild Ride, ETF Investors Pump the Brakes on Energy Funds. Who even has the energy anymore? Oil prices have risen and fallen at a dizzying pace this year amid uncertainty over the war with Iran, touching $90 a barrel last week, as US forces marked nearly two weeks of strikes

From storyflo. This is your daily audio brief. Hey, Mason here. July 28th. The opening read — five stories that explain today's tape. Let's get into it. First, from Bloomberg · Markets. Software Stocks in India Set to Beat Global Chipmakers by Record. India’s software stocks are set for their biggest monthly outperformance over global chipmakers, signaling investors are moving out of the artificial intelligence trade and into beaten-down information technology names. Next. Second, from pristinecapital. NVDA -4.99% into Elite 8 Earnings!. Hey Gang, I’m on day 2 of my cruise, but wanted to share quick updates as an outsider looking in to the market. As always, I really appreciate your support of my work ✊ I am on vacation with limited availability from July 26th to August 3rd Market Update The market mechanically bounced higher as POTUS TACO’ed on further Iran strikes. SOXX & DRAM underperformed on the bounce, which is a bad sign for the AI infrastructure trade. US bonds barely bounced a

From storyflo. This is your daily audio brief. Mason here, July 27th. The market read in five — let's start with the headline number. Let's get into it. First, from The Daily Upside. Why Defense Spending Plays Extend Beyond Defense ETFs. Oh, the spoils of war. The House of Representatives narrowly passed a record $1.15 trillion annual defense budget last week. It still needs Senate approval, but Washington’s appetite for military spending is clear, and the US isn’t alone. The EU, Japan and Middle Eastern nations have all been ramping up defense budgets, too, creating real sector opportunities for portfolios. On the markets — Kalshi traders have been actively repricing this story in the last day. Next. Second, from The Daily Upside. Mounting US Budget Deficit Complicates Fed’s Interest Rate Choices. There has long been an elephant in the Federal Open Market Committee’s room as it tries to accomplish its mission of promoting maximum employment and stable prices. It’s just much, much bigg

From storyflo. This is your daily audio brief. Mason here, July 26th. The market read in five — let's start with the headline number. Let's get into it. First, from ZeroHedge. India's Education Minister Resigns, Delhi Protests End As Modi Caves To 'Cockroach' Youth Movement's Demands. India's education minister, Dharmendra Pradhan, resigned on Saturday and the government agreed to every demand raised by youth demonstrators, bringing weeks of protests - the gravest political crisis of Prime Minister Narendra Modi's third term - to a jubilant close. Pradhan's exit was the core demand of the self-styled Cockroach Janta Party (CJP), the youth movement that has camped at Delhi's Jantar Mantar since late June over the leak of medical school entrance exam papers. Next. Second, from Morning Brew. Everyone is tacking fun onto their business trips. $685 billion—that’s the size of the bleisure market in 2024, and analysts see it climbing toward $1.7 trillion by 2032. The trend’s simple: workers a

From storyflo. This is your daily audio brief. Mason. July 25th. Markets desk — five stories, watch the tape, ignore the noise. Let's get into it. First, from Morning Brew. What to know about Trump’s latest tariffs. Hey, I wanted to fill you in on the latest with Trump's tariffs. So, the US just slapped new tariffs on 60 trade partners, including China, Canada, and the EU, which account for 99.4% of US imports. These tariffs range from 10% to 12.5% and replace a temporary 10% tariff that was set to expire. The new tariffs have some exceptions, like oil, natural gas, and goods not produced in the US, which are exempt. And items like aluminum and steel that already face import taxes won't get hit again. The Trump administration says these countries have failed to curb forced labor, which is the reason for the tariffs. The EU and other countries are not happy about this, with Australia calling the tariffs "completely unjustified" and the EU saying they're "not really grounded." Brazil's a

From storyflo. This is your daily audio brief. Mason, July 24th. Quick read on what moved overnight — five stories, no fluff. Let's get into it. First, from The Lead-Lag Report. The Fed Isn't Data-Dependent. The Fed Is Treasury-Dependent.. Next. Second, from The Lead-Lag Report. The 6.4% Question: What You Give Up for a Preferred Yield. Up next. Third, from ZeroHedge. Mapping Americans' Per Capita Health Care Spending By State. Health care represents a major share of consumer spending in America, but the amount spent per resident varies considerably by location. New data from the U.S. Bureau of Economic Analysis highlights the differences in per-capita health care spending across the country in 2024. The map below, via Visual Capitalist's Srijaa Chatterjee, ranks every state using the latest Personal Consumption Expenditures by State data from the BEA. And then. Fourth, from pristinecapital. 📈 Bond Yields Are Breaking Out!. Hey, I wanted to touch base with you about the bond market. Th

From storyflo. This is your daily audio brief. Mason, July 24th. Quick read on what moved overnight — five stories, no fluff. Let's get into it. First, from Bitcoinist. TRON Gasless USDT Volume Hits $3B As Stablecoin Payments Get Smoother. TRON’s gasless USDT transfer volume has reached roughly $3 billion over a weekly period, showing how much demand there is for stablecoin payments that do not force users to think about native gas tokens. The figure relates to active settlement volume, not total value locked. That distinction matters. This is about how much value is moving through gasless USDT transfers, not how much capital is sitting inside DeFi protocols. TRON’s gasless transfer model lets users send USDT without separately holding TRX to pay network fees. Next. Second, from BeInCrypto. 3 Altcoins Decline as Binance Flags Delisting Risk. Binance added Across Protocol (ACX), Lisk (LSK), and Stacks (STX) to its Monitoring Tag on July 24, signaling all three now carry delisting risk o

From storyflo. This is your daily audio brief. Mason. July 23rd. Markets desk — five stories, watch the tape, ignore the noise. Let's get into it. First, from Cryptobriefing. Memecoins paired with tokenized stocks are now moving actual stock prices. Memecoins paired with tokenized stocks on Robinhood Chain are generating millions in volume and creating feedback loops that affect actual equity The post Memecoins paired with tokenized stocks are now moving actual stock prices appeared first on Crypto Briefing. Next. Second, from Bitcoinmagazine. Bitcoin Slumps But These Mining Stocks Are Up Thanks to AI Deals. Hey, so you know how Bitcoin's been slumping lately, right? It's down about 2% to $64,760. But some mining stocks are actually doing pretty well. Hut 8, CleanSpark, and MARA are all up between 3-7% despite the sell-off. It's not just them, either - Hut 8 just signed a 15-year lease for 352 megawatts of IT capacity in Texas, and IREN Limited signed $2.8 billion in new AI cloud contr