WSJ FINANCE | INVESTING

Muni Funds That Use Borrowed Money Take a Big Hit
Closed-end municipal-bond funds are suffering from rising interest rates

https://www.wsj.com/finance/investing/muni-...share_permalink

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WSJ FINANCE | STOCKS | HEARD ON THE STREET

Profits Are Making a Comeback
Despite challenges including rising labor costs and high interest rates, U.S. corporate earnings are on an upswing

https://www.wsj.com/finance/stocks/profits-...share_permalink

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WSJ BUSINESS | AIRLINES

The ‘Revenge Travel’ Boom Shows Signs of Slowing
Travel demand is getting back to normal and for some budget airlines that means an autumn slowdown

https://www.wsj.com/business/airlines/the-r...share_permalink

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WSJ FINANCE | CURRENCIES

What’s Changed for Crypto After FTX? Not Much.
Regulations aren’t happening as digital currencies have endangered individual investors—not the whole financial system

https://www.wsj.com/finance/currencies/what...share_permalink

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WSJ BUSINESS | RETAIL | HEARD ON THE STREET

A Gilded Age is Fading for Luxury Brands
The latest results from Louis Vuitton owner LVMH show that luxury shoppers are sobering up after years of heavy spending

https://www.wsj.com/business/retail/a-gilde...share_permalink

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WSJ ECONOMY | HOUSING

The Californization of the Texas Housing Market
Migration from more expensive states has pushed home prices out of reach for many locals; ‘a very hard market for first-time buyers’

https://www.wsj.com/economy/housing/texas-h...share_permalink

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WSJ BUSINESS | RETAIL | HEARD ON THE STREET

PepsiCo Serves Up Lukewarm Reassurance on Consumers
Snacks and soda giant sees a cautious but still healthy consumer as staples stocks get hit hard

https://www.wsj.com/business/retail/pepsico...share_permalink

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WSJ HEALTH | HEALTHCARE | HEARD ON THE STREET

Healthcare Strikes Threaten to Prolong Wage Pressure on Hospitals
Tenet could face labor action next, after Kaiser Permanente employees staged the largest U.S. healthcare walkout on record

https://www.wsj.com/health/healthcare/healt...share_permalink

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WSJ FINANCE | STOCKS | HEARD ON THE STREET

These Stocks Are Screaming Recession. It’s Almost Time to Buy Them.
Small-capitalization stocks can supercharge portfolios on the other side of economic downturn

https://www.wsj.com/finance/stocks/these-st...share_permalink

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WSJ TECHNOLOGY | HEARD ON THE STREET

Apple’s Easy Google Money May Get Harder to Keep
Government trial targets search deal just as worries grow about iPhone 15 cycle, future in China

https://www.wsj.com/tech/apples-easy-google...share_permalink

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WSJ FINANCE | BANKING | HEARD ON THE STREET

What Could Finally Turn Around Citigroup?
Trimming layers of managers will help, but global bank faces headwinds ranging from interest rates to new capital rules

https://www.wsj.com/finance/banking/what-co...share_permalink

WSJ ECONOMY

The Federal Deficit Is Even Bigger Than It Looks
Student-debt cancellation complicates the numbers as higher interest rates make borrowing costlier

https://www.wsj.com/economy/the-federal-def...share_permalink

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WSJ FINANCE | BANKING

Are High Rates Taking a Toll on Consumers? Bank Earnings Will Provide a Clue
JPMorgan, Wells Fargo and Citigroup are set to kick off third-quarter bank results Friday

https://www.wsj.com/finance/banking/are-hig...share_permalink

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WSJ FINANCE | BANKING | HEARD ON THE STREET

How Banks’ Deposit Pressures Could Get Worse, in Three Charts
If history is any guide, banks aren’t out of the woods yet

https://www.wsj.com/finance/banking/how-ban...share_permalink

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WSJ FINANCE | INVESTING

Super Investor Sam Altman’s Interests Collide in a Nuclear Merger
AltC-Oklo tie-up could value the combined group at up to $1.4 billion

https://www.wsj.com/finance/investing/super...share_permalink

WSJ FINANCE

Carl Icahn Bet on the ‘Big Short 2.0.’ Now He Says the Game Was Rigged.
A wager against U.S. shopping malls looked like a sure thing but hasn’t worked out that way

https://www.wsj.com/finance/investing/carl-...share_permalink

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WSJ PERSONAL FINANCE

Cash Is the New Coupon
Is a 3% cash discount enough to make people ditch credit cards and payment apps?

https://www.wsj.com/personal-finance/paying...share_permalink

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WSJ NEWS EXCLUSIVE | THE OUTLOOK

A Recession Is No Longer the Consensus
In WSJ survey, economists lower recession probability below 50% and say Fed is finished raising interest rates

https://www.wsj.com/economy/a-recession-is-...share_permalink

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WSJ FINANCE| BUSINESS | ENERGY & OIL

Gas Prices Fueled Summer Inflation. That Is About to Change.
Prices at the pump are tumbling, even as war rages in the Middle East

https://www.wsj.com/business/energy-oil/gas...share_permalink

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WSJ BUSINESS | ENERGY & OIL

Exxon CEO’s $60 Billion Vindication
Darren Woods didn’t waver in his full-throated belief in oil. Now his one-time doubters back his $60 billion deal for shale giant Pioneer.

https://www.wsj.com/business/energy-oil/dar...share_permalink

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WSJ BUSINESS | TELECOM

America’s ‘Gold Standard’ GPS Risks Falling Behind Rival Systems
China, Russia and the European Union have developed satellite networks offering global-positioning services as the U.S. system ages

https://www.wsj.com/business/telecom/americ...share_permalink

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WSJ BUSINESS | RETAIL | HEARD ON THE STREET

Dollar General Might Get Shortchanged After CEO Encore
There is a long history of legendary CEO returns, but more companies have regretted them than rejoiced

https://www.wsj.com/business/retail/dollar-...share_permalink

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WSJ FINANCE | BANKING | HEARD ON THE STREET

Big-Bank Profits May Be Higher, but for How Much Longer?
Despite banks seeing benefits of high rates, worries about deposit costs and consumer credit still lurk

https://www.wsj.com/finance/banking/big-ban...share_permalink

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WSJ PRO | BANKRUPTCY

Bankruptcy Judge Jones to Stop Handling Major Cases After Relationship With Lawyer Revealed
Houston judge David R. Jones signed off on over $1 million of legal fees billed by lawyer Elizabeth Freeman on chapter 11 cases her former law firm filed in his court

https://www.wsj.com/articles/bankruptcy-jud...share_permalink

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WSJ TECHNOLOGY | ARTIFICIAL INTELLIGENCE | HEARD ON THE STREET

Adobe May Be Tech’s Biggest AI Bet Yet
Stock’s run has outpaced Microsoft, Google and other major software names as new AI tools have revived growth prospects

https://www.wsj.com/tech/ai/adobe-may-be-te...share_permalink

JNJ results: https://www.reuters.com/business/healthcare...and-2023-10-17/

https://www.investor.jnj.com/financials/qua...ts/default.aspx

Stelara accounts for one fifth of JNJ's 13.89 billion USD innovative medicine unit, and 13% of entire company's sales of 21.35 billion USD.

Stelara's US patent will expire in 2025 and its EU patent will expire middle of next year.

Beware of patent cliff...

WSJ HEALTH | PHARMA

Those New Pickleball Courts? Thank Ozempic.
Philanthropies with large stakes in weight-loss drugmakers Eli Lilly and Novo Nordisk have surged in value and are now among the biggest in the world

https://www.wsj.com/health/pharma/those-new...share_permalink

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WSJ ECONOMY | CONSUMERS

It’s Getting Too Expensive to Have Fun
Prices for concert tickets and amusement-park entries have ballooned

https://www.wsj.com/economy/consumers/its-g...share_permalink

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WSJ REAL ESTATE

Home Insurance Is So High in This Florida Town, Residents Are Leaving
In West Palm Beach’s Flamingo Park neighborhood, some homeowners are dropping insurance, and others who can’t are selling

https://www.wsj.com/real-estate/home-insura...share_permalink

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WSJ FINANCE | STOCKS

If the Economy Is So Strong, Why Are Consumer Stocks Tanking?
Over two dozen stocks in consumer sectors of S&P 500 set new 52-week lows in October

https://www.wsj.com/finance/stocks/if-the-e...share_permalink

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WSJ HEARD ON THE STREET

10-year US yield hit 4.9%... 5% incoming...

WSJ FINANCE | STOCKS

10-Year U.S. Treasury Yield Tops 4.9%
Stock indexes fall with Nasdaq losing 1.6%, Dow dropping more than 300 points

https://www.wsj.com/finance/stocks/global-s...share_permalink

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WSJ FINANCE

Wall Street’s Latest Obsession Is an Unknowable Number
Signs that ‘term premium’ is driving up Treasury yields stir worry and doubt

https://www.wsj.com/finance/investing/wall-...share_permalink

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WSJ ECONOMY | CONSUMERS

Household Net Worth Surged After the Pandemic Hit
Jump in wealth included rich and poor households and could help cushion economy from high interest rates

https://www.wsj.com/economy/consumers/house...share_permalink

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WSJ FINANCE | BANKING | HEARD ON THE STREET

Bondholdings Become Less of a Burden at Bank of America and Other Big Banks
Fixed-rate bonds that lost value as interest rates rose can even help out in some ways

https://www.wsj.com/finance/banking/bondhol...share_permalink

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WSJ BUSINESS | RETAIL | HEARD ON THE STREET

P&G Washes Away Consumer Blues Everywhere but China
Consumer giant’s sales volumes rising outside of one important market

https://www.wsj.com/business/retail/p-g-was...share_permalink

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WSJ FINANCE | STOCKS | HEARD ON THE STREET

Manchester United Shareholders May Have Scored After All
Investors are disappointed that a generous bid for the soccer club from Qatar is off the table, but a deal with Jim Ratcliffe promises gains too

https://www.wsj.com/finance/stocks/manchest...share_permalink

With the earnings miss yesterday, i see Tesla dropping to $200. Will be a good entry point to build up a position. Once interest rate cuts start in 2H 2024, i see Tesla shooting back up again.

But for Netflix i think its a good entry point tonite considering they added 8.8 mil new subscribers vs 5.9mil previous quarter. All time high was $700 in Nov 2021 while the high for 2023 was $485. Market should open at $400-410 tonite.

This post has been edited by cybermaster98: Oct 19 2023, 11:45 AM

Netflix is only temporary bump 🤦‍♀️ because of writers and actors strike and it will go down to mid 300 come year end

Hey guys,

I think opportunity coming again... looking at the 200ma for SP500.

Buy some yesterday.

Sorry but i think you are incorrect. The strike IMPACTED Netflix because they were unable to churn out as many shows as they normally would have. And the main reason why Netflix will continue to go up is because of the increasing revenue streams.

Also in terms of financials, Netflix is pretty strong vs the cash rich Big Tech giants. In terms of price/sales, price/cash and price/book value, Netflix is cheaper than all Big tech companies. It also has a net income thats on par with Nvidia. Forward PE ratio is lower than Microsoft, Apple and Nvidia and half that of Tesla. For Return on Equity (ROE), Netflix is on par with Meta but higher than Amazon.

Netflix is high volatility and $100 moves are to be expected. But i think long term, Netflix will remain strong unless there is a major impact on subscriber growth or revenue. I got into Netflix at around $70 back in 2018 and have been buying consistently every time i get a 15-20% price drop. Same with my other Big Tech positions.

Sorry you are wrong 🤦‍♀️ because Netflix has a huge library of international content, and because many of its shows and films are produced abroad in the 1st place 🤦‍♀️

Ye.

Bonus soon.

All in soon

👀🍷🍿🤤

With 10-year hitting 5% yesterday, almost the entire US yield curve is now above 5%. We are entering a new era...

The new discount rate, in USD, is now 5% across the board, from 1 month all the way to 30 years later.



WSJ NEWS EXCLUSIVE

The Next Hot Obesity Drug Won’t Be Approved for Years. Online Sellers Hawk It Anyway.
Eli Lilly’s retatrutide will be in clinical trials for the next three years, but knockoff versions already abound

https://www.wsj.com/health/pharma/the-next-...share_permalink

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WSJ FINANCE | STOCKS | STREETWISE

There’s a Reason This Bull Market Feels So Weird
The past year’s stock-market rally looks more like the tail end of a bull run, rather than the beginning

https://www.wsj.com/finance/stocks/theres-a...share_permalink

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WSJ FINANCE | INVESTING

Five Investors on Investing in the 5% World
The 10-year yield is close to hitting 5% for the first time since 2007. We asked some of Wall Street’s brightest how to play it.

https://www.wsj.com/finance/investing/five-...share_permalink

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*For US taxpayers only*

WSJ TAX REPORT

Inflation-Proof Your Retirement Savings Now
Many of Uncle Sam’s bonds linked to inflation, called TIPS, performed horribly last year. It’s time to give them another look.

https://www.wsj.com/personal-finance/tips-t...share_permalink

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*For US taxpayers only*

WSJ FINANCE | INVESTING

Earn 4.5% With No Taxes? How to Invest in Municipal Bonds
The tax advantages of buying bonds in your own backyard

https://www.wsj.com/finance/investing/inves...share_permalink

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WSJ Pro | WSJ NEWS EXCLUSIVE | FUND NEWS

Springcoast Gathers More Than $500 Million So Far for Small Technology Deals
The capital amassed brings the firm’s assets to around $700 million

https://www.wsj.com/articles/springcoast-ga...share_permalink

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WSJ HEARD ON THE STREET



This post has been edited by TOS: Oct 20 2023, 07:15 PM

Already breach..so u buy?

US mortgage rate now at 7.63%.



The reason why US housing market hasnt collpased is that most ppl have these 30 year fixed interest mortgages and have locked in at lower rates during the last 10+ years.

This post has been edited by Cubalagi: Oct 21 2023, 09:29 AM

4200 have a very strong support. We'll see if the bears can win or the bulls will defend it

Wait for 4000 for the real carnage. I think it can go down to that level.

I am looking 3930 for the real carnage which will happen once long term yields with 5 handle

Expect it to happen during Nov Fed meeting

The lower it goes the more I buy. Hahaha