Sean D. Emory @_SeanDavid
Founding Partner & CIO of @AvoryCo | Investing Where the World is Headed | Public + Private Investing | Data tells our stories | Opinions are mine. linktr.ee/avoryco Miami Joined October 2008-
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Speaking with $IREN this coming week. Any questions you have?
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AI is now the most common phrase in corporate America. Shocker. This chart tracks the number of S&P 500 earnings calls citing “AI.” For years, mentions barely moved. Even through 2019–2021, the numbers were steady, incremental. Then 2023 hit. Mentions exploded higher. and in…
Inflation sensitivity stretched: Which can fuel next leg of Small/Mid Caps This chart tracks how SPY, QQQ, and IWM move for a 1 standard deviation increase in US inflation expectations. For over a decade, equity sensitivity to inflation was positive, higher inflation…
lol you can’t make this stuff up. Clearly the release of the files will be explosive.
lol you can’t make this stuff up. Clearly the release of the files will be explosive.
If real-time inflation is running at 1.9% as I posted yesterday, and wages are growing +3.7%, consumers are still in a pretty good spot.
The jobs market is hovering near neutral. Big categories like construction and data centers aren’t showing much lift, and NO AI isn’t yet automating areas like construction or manufacturing.
What This Week Taught Us About AI In Action. Read here: linkedin.com/pulse/what-wee…
50 bps cut now 12% probability for 12 days from now.
On Friday we host Avory Signal. Our internal and soon to be external conversations about what's happening in the world of investing. Who's in?
Some August App data Monthly Active Users Growth • Total: +5% Y/Y • Cash App: +8% Y/Y $XYZ • Venmo: +6% Y/Y • PayPal: +6% Y/Y
Just like that. Real time inflation back below 2%.
Lululemon weakness continues. 18 months ago $LULU
I’ve always liked the term AUGMENTED intelligence as AI more than just using artificial intelligence. At least today it’s still very clear that AI isn’t replacing the human element it’s amplifying it. It’s a layer that augments how we work, live, and move through the world.…
I see this at $IREN $XYZ Not at $OPEN yet.
Consumer continues to spend. US retail sales held steady in mid-August. Total sales +4.8% Y/Y (same as July) – Transactions +3.5% – Average ticket +1.2% • Apparel was the standout: +8% vs +6.2% in July – Transactions +6.5% – Average ticket +1.4% • Grocery moderated: +2.7%…
So listening to companies at the Citi and Goldman technology conferences this week, one thing stood out: CEOs sound recharged. My take is that many of them feel like they’re back in founder mode. Less focus on the mechanics of running the business and more focus on product. AI…
I just asked 5 people to see if they have even heard of MCP within the AI landscape. I got 1 of 5. Not great, but you definitely at least need to know the basics. Model Context Protocol (MCP) is quietly one of the most important pieces of plumbing in AI. I often talk about the…
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2K Followers 282 Following مذيع الشرق مع Bloomberg | محلل معتمد للأسواق المالية CFTe | ما أكتبه هنا هو رأي شخصي لأغراض التحليل والمناقشة فقط.
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