retailguru.bsky.social
Ex Global Consumer Fund Manager: 16 years at Citi, Alliance Capital in NYC, London, Singapore. Founder, Neev Capital. Strictly personal musings & not advice...
👤 Joined on 14 November 2024
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@retailguru.bsky.socialI hate to be THAT person but soaring profits at insurers who keep extracting ever higher premiums while denying care and medicine from Americans feels like Luigi didn’t go far enough 😡
Show PostJust a reminder that $9bn of notional in CDS is...paltry. Here are outstanding LT debt balances for those names ORCL $156.1bn SPCX $22bn GOOGL $59.3bn AMZN $153bn META $82.6bn AVGO $63.2bn NVDA $10bn Total $546.1bn So weekly notional is 1.7% of outstanding debt.
Show PostJust got to say, the economy would be ripping if we had a normal government.
Show Postomg she's already done, quick someone calc the Scaramuccis *ZACHARIA IS “TRANSITIONING OUT” OF POSITION: FOX NEWS
Show PostWATCH: Andy Harris has a crash out after his constituents laugh at him for trying to blame higher gas prices on... Democrats. "You are rude!" #MD01
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