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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Looks like everything $PINS was trying to be.
Looks like everything $PINS was trying to be.
71% of U.S. mortgage borrowers still have an interest rate under 5%. That’s the story in this chart. A decade of refinancing and low-rate lock-ins created a housing market where most borrowers are insulated from today’s higher rates. • <3%: a huge share of outstanding loans,…
Big differences. Valuations across the market aren’t uniform they’re fragmented by sector and market cap. Current snapshot (NTM P/S and P/E vs. history): • Mega caps ($500B+): 9.5x sales, 30.5x earnings, both near the 93rd and 71st percentiles. • Large caps ($100B–$500B):…
This is historic. You’d think we are in a euphoric state, but in Russell 2000, asset managers and hedge funds are sitting on the largest net short position ever, nearly -$8B.
Government shutdown headlines always spark fear. But history tells a calmer story. Looking back at every shutdown since 1976: • The S&P 500 has been flat on average during shutdowns (0.0%) and actually up +0.6% the week after. • The 10-year Treasury barely moves, average…
Kind of big deal in AI this past week. Researchers found a way to run large language models by processing and storing data in the same place. That means no more GPUs wasting time and energy shuttling info back and forth. So efficiency. The result: models could run hundreds…
Really toning it down.
📹Decoding Market Dynamics with @SethCL • How many cuts do we get? • Pockets of opportunities... • Bubble????? Watch or Listen Here YouTube: youtu.be/_sq2kNmYNog Spotify: open.spotify.com/episode/070SBy… $TLT $SPY $VIX
Market Structure Stronger Than 2000. Read here: linkedin.com/pulse/market-s…
Let’s go $XYZ!
Bloom Energy trading at $16m/MW today Thoughts? $BE
Analysts follow price… not the other way around. When analyst targets get well ahead of actual price, that’s often an intermediate yellow flag.
If you’re still skeptical about autonomous vehicles, it’s probably because you’ve never been in one, or looked at the data. Waymo vs. human drivers across the same distance: • 91% fewer serious injury crashes • 80% fewer injury-causing crashes • 92% fewer pedestrian crashes…
We are approaching the blackout window for companies to buyback shares. Means some demand comes off.
Big news. Microsoft’s announces microfluidic, a breakthrough in cooling for AI chips Liquid cooling etched directly into the silicon of AI chips. Today’s standard for high-performance GPUs could soon look like legacy tech. Doesn’t mean Vertiv is out. Far from it. But does…

Chris Perruna @cperruna
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Leandro @Invesquotes
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TrumpGrift Capital�... @Crussian17
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つねボット♨1... @tjbot01
2K Followers 7K Following 家紋は「丸に並び鷹の羽」。元ボット垢。サッカー、ダイビング・与論、鳥見、今は釣りと株に夢中。サッカーは守備DMF/SB。ハゼ、アジ、キス小物釣り、勝てない株はグロース・仕手株。プリンと茶碗蒸し好き。夢は金沢八景でワンちゃんと暮らすこと。
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Jim Liu @jiahanjimliu
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خديجة الرحا... @khadijarahali
68K Followers 539 Following مذيعة أخبار @asharqnews في تلفزيون الشرق - و برنامج #الارتداد_شرقا من #المغرب 🇲🇦 #presenter #news #asharqnews
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etf.com @etfcom
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OpenBB @openbb_finance
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