Some trends emerging in retail to be watched. " No Buy July " " No Buy 2025 " // a bit worrying. Consumers only buying essentials.
Globally a case can be made here to short Global equities. The massive out performance over the US is about to stop. The only question is will the US stay rooted in place or also go down? Net revisions for global earnings have slid 14.3% on a one-month basis and 18.7% over three months. For now, the US shows fewer cuts, thanks to strength in sectors like technology, they said, while regions like Asia and Europe face accelerating earnings-per share downgrades.
Will Do! Everyone is talking about Meme stocks. And honestly I profiled AMC for the movie releases but now I'm want some of that damn meme love. why is AMC the only Meme stk not to meme... and WTF is meme anyway!!!! Lots of questions. Today will be a nothing day as everyone sits frozen for Google & TSLA. And with Google a lot of people seem to be searching with Chat GPT. Not me I still use ole' google... The recent surveys about Robo taxies are very negative. As I warned TSLA is going down the wrong road with driverless cars. Nobody wants them.
Fucking Scary! How the 'No Buy 2025' trend could help you get your budget on track this year Is this the year of cutting back?
What is No Buy 2025? No Buy 2025 is a personal finance trend in which individuals commit to avoiding non-essential (AKA discretionary) purchases for a set period this year, which could range from a few weeks to the full year. One example of this trend in practice is “No Buy July,” where participants challenge themselves to avoid spending money for the full month. “No Buy July is like a financial detox,” said Hanna Kaufman, CFP® at Betterment. “For one month, you hit pause on all non-essential spending — think: takeout, impulse Amazon buys, new clothes — and focus only on what you really need.” She explained that it’s a challenge that helps people reset their spending habits, get clarity on their financial priorities, and boost their savings without having to make huge sacrifices. But some people are taking it a step further and adopting the trend for the entirety of 2025. For example, a Reddit group dedicated to the no-buy challenge boasts more than 70,000 members who share their personal experiences and tips. Many of those who take on the challenge start by creating a list of rules for themselves that align with their lifestyles.... >>>>>>>> Well for me that is Gummies & Wine Only policy and I'm off to the gummy store today and just received a nice wine delivery.
JPMorgan: Stock complacency rises as earnings outlook di Bloomberg•1 hour ago//// I have not given any direct order to raise cash although i have been sifting some of my names out. But in general my managed accounts I am not raising cash yet. I almost did yesterday. 5% wouldn't hurt.... Thinking about it seriously.
Hilton lifts 2025 profit forecast on US demand recovery expectations We don't have Hilton-- we have Grand Vacations! HGV A Hilton spin off. Hopefully this is good news for them too-- This stk has been on my sell list idea for a while. it's done pretty well.