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- Plenty of Clues 🕵️
Plenty of Clues 🕵️
Super Bowl, 13Fs, Car Prices.
🌞Good Morning🌞
Activist investors running wild, Wal-Mart and Amazon refocus on physical stores, and Super Bowl betting hits new records. Lot's of clues popping up from the Super Bowl. We also get US CPI (inflation report) this morning which will likely have some impact on market activity.
Trends 🕺🏻
2022 saw a record number of new activist investors (AX)
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🧿 Activist Investors take stakes in companies to impact management decisions or make significant changes. If markets and the economy remain choppy, we'll likely see even more activism.
Layoffs are hitting big law (WSJ)
🧿For paralegals and secretaries, not lawyers.
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Super Bowl betting set records for sportsbooks (CNBC)
🧿Tweeted about this last week. The economic after-action of the Super Bowl is like getting a free US Markets analysis from a research desk.
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Walmart is shutting down three of its US tech hubs. The move marks an abrupt u-turn from its expansion plans just a year ago. (QZ)
🧿Meanwhile, Amazon is also pushing forward (again) with physical stores.
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Macro 🌎
US Navy salvage operations recovered “significant debris” from the remains of what officials call a Chinese Spy Ballon. The debris will be examined by FBI technicians. (BBG)
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Markets 💹
13F filings are being submitted revealing where hedge funds and big family offices are putting their money. (BBG)
🧿 We shared a voice-note on Telegram about how you can look at ETF holdings by visiting their website (factsheet). You can do the same with Hedge-Funds by looking up their 13F filings.
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Palantir reported its first profitable quarter. The software company beat analysts’ expectations sending shares up 19%. (CNBC)
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Earnings 💵
Today: Coca-Cola, Airbnb, GoDaddy, Restaurant Brands International, Marriot
Wednesday: Cisco, Shopify, Zillow
Thursday: DraftKings, WeWork
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Chart Du Jour 📊
Meme Digestif ☕️
