$IR

BANCA GENERALI (BGN.MI) E' in trattative esclusive per acquisire una partecipazione del 30%, con l'opzione a salire, di Ir Top Consulting, società attiva nella consulenza e servizi per le quotazioni in Borsa delle Pmi, scrive Il Sole 24 Ore che cita fonti vicine al dossier.

https://blog.swedbank.lt/verslas-asmeniniai-finansai/ekonomikos-kraujas-ir-deguonis

https://www.knygos.lt/lt/knygos/mastymas-greitas-ir-letas/

Top Earnings Wed 5/3 Aft: $ACEL $ACLS $ACR $ACT $ADPT $AEIS $ALB $ALKT $ALL $ALLO $AMED $AMK $AMOT $AMPY $AMWL $ANSS $APA $ARC $ARDX $ASPN $ATO $ATUS $AUR $AVNW $AVT $BBSI $BCOV $BHE $BKH $BNL $CCRN $CDAY $CENT $CENTA $CFLT $CHRD $CIVI $CLMB $CMPO $CODI $COKE (1/6) Top Earnings Wed 5/3 Aft: $CORT $CPE $CPK $CPS $CRD/A $CSGS $CSTL $CSV $CTSH $CTVA $CW $CXW $DEN $DHT $DLHC $DRS $ECOR $ECPG $ELA $EQC $EQH $EQIX $ERII $ES $ESTE $ETSY $EVH $EZPW $FARO $FATE $FBRT $FG $FLT $FNF $FORM $FPI $FROG $FSLY $GHL $GIL $GKOS $GL $GMRE $GNK (2/6) Top Earnings Wed 5/3 Aft: $GNW $GOOD $GRBK $GTBIF $HBB $HCC $HDSN $HOUS $HST $HUBS $INFA $INFN $INMB $INN $INSG $IOSP $IPI $IR $IVAC $JOBY $KLIC $KNTK $KTOS $KW $LESL $LMND $LODE $LUMO $MELI $MET $METC $MG $MGY $MKSI $MLR $MMS $MOR $MOS $MRAM $MRO $MTG $MX $MYGN (3/6) Top Earnings Wed 5/3 Aft: $NARI $NC $NE $NFG $NGVT $NSTG $NUS $NVEC $NVST $NWPX $NYMT $O $OLED $OM $OPAD $OPK $OUT $PAHC $PARR $PCOR $PDCE $PGRE $PKOH $PLMR $PSA $PSNL $QCOM $QDEL $QGEN $QNST $QRVO $RDN $REI $RELY $REZI $RGLD $RGNX $RGR $RHP $RM $RMNI $RMR $ROOT (4/6) Top Earnings Wed 5/3 Aft: $RPT $RSI $RUN $RVLV $RYN $SBOW $SBRA $SEDG $SGU $SIGI $SITM $SNEX $SP $SPNT $SPOK $SRC $SRI $SRTS $STAA $STR $SUM $SYNA $TIPT $TNDM $TPIC $TPL $TPVG $TRIP $TSVT $TTEC $TTMI $TWI $TXG (5/6) Top Earnings Wed 5/3 Aft: $UDMY $UFI $UGI $ULCC $UPWK $USDP $USIO $USPH $VAC $VAPO $VET $VMEO $VNDA $VSTO $VTOL $WEAV $WERN $WES $WMB $WTS $YELL $Z $ZG $ZIMV (6/6)

And how does $FDX miss like that after that IR day not long ago plus still say they'll hit 2025 targets.

L'Iran ha iniziato ad arricchire l'uranio con l'installazione della seconda di tre cascate di potenti centrifughe ir-6 nel sito sotterraneo di Natanz - Rapporto AIEA.

La Presidente della Commissione europea von der Leyen: L'Unione Europea dovrebbe disaccoppiare i prezzi dell'elettricità da quelli del gas. All'inizio del prossimo anno, è necessaria una riforma completa e tecnicamente valida del mercato dell'elettricità. L'Iran ha iniziato ad arricchire l'uranio utilizzando una delle tre cascate di centrifughe avanzate IR-6 installate di recente nell'impianto sotterraneo di Natanz - Rapporto AIEA. Progressi nei pagamenti veloci per tutti: Aggiornamento su FedNow con Brainard della Fed https://www.federalreserve.gov/newsevents/speech/brainard20220829a.htm

Il ministro della Difesa del Regno Unito. Wallace: Non mi candiderò come primo ministro. **Il ministro degli Esteri cinese Wang Yi: Gli Stati Uniti dovrebbero revocare le tariffe aggiuntive imposte alla Cina il prima possibile e porre fine alle misure unilaterali contro le imprese cinesi.** Gli Stati Uniti non devono inviare segnali contrastanti ai gruppi indipendentisti pro-Taiwan. **La direzione di sviluppo delle relazioni tra Stati Uniti e Cina rischia di deragliare.** Segretario di Stato americano Blinken: Non vediamo alcuna indicazione che la Russia sia disposta a impegnarsi in una diplomazia significativa in questo momento. I colloqui con Wang Yi sono stati utili, franchi e costruttivi. **Dall'11 al 18 luglio, la maggior parte delle attività commerciali e dei casinò di Macao saranno chiusi - TDM.** Ministero dell'Energia azero: BP ha prodotto 10,4 milioni di tonnellate di petrolio tra gennaio e giugno. $BP L'Iran ha iniziato ad arricchire l'uranio a Fordow utilizzando una cascata di moderne centrifughe ir-6 con le cosiddette sottoteste modificate che possono passare più facilmente da uno stadio di arricchimento all'altro - Rapporto AIEA.

Il ministro dell'Economia brasiliano Guedes: Il Brasile fa parte della sicurezza energetica occidentale, in particolare per l'Europa. L'AIEA ha verificato sabato che l'Iran era pronto ad immettere uranio in una cascata di centrifughe ir-6 avanzate a Fordow, che non era mai stata utilizzata per l'arricchimento prima. - Rapporto dell'AIEA. La cascata di centrifughe è la seconda IR-6 installata a Fordow, la ha modificato i protocolli in modo tale da rendere più semplice modificare il livello di arricchimento. Il vice primo ministro canadese Freeland: La posizione canadese su Keystone XL è invariata, l'ha dimostrato oggi il segretario al Tesoro degli Stati Uniti, Yellen. Lane della BCE: un incremento maggiore per l'aumento dei tassi a settembre non rappresenta una valutazione di allerta rossa dell'inflazione. E' abbastanza chiaro che i tassi negativi non sono più appropriati. Non c'è alcuna anteprima oltre settembre di quale sarà il ritmo appropriato per l'inasprimento. Non vedo una situazione in cui avremmo bisogno di rivedere il piano per la decisione di luglio. Quando il tasso di base sale, tutte le tipologie di premio per il rischio si allargano. L'effetto indiretto degli aumenti dei prezzi dell'energia continuerà a esercitare pressioni al rialzo sull'inflazione core nel 2024.

AIEA: l'Iran ha informato che intende installare altre due cascate di centrifughe IR-6 avanzate nel suo impianto sotterraneo di arricchimento dell'uranio a Natanz oltre alla cascata di macchine IR-6 precedentemente installate lì.

pero el mercado estaba tan arinconado que solo tenia para ir para arriba

corner el mercado hasta un costado (puede ser long o short) y esta tan extendido antes de la noticia que solo tiene 1 dirección para ir

WTF $ROKU can't even maintain a working IR site.

Para portafolio es distinto el enfoque, tenes que ir a revisar más los números, el guidance. Pero disney es de las que no falla @andres89

$CDW la ando observando para ir long

**FOMC Takeaway** The FOMC decision left IR UNC but they decided to start tapering. Here is some comments from the experts. IR increases by Sept 2022. https://www.cnbc.com/2021/11/03/fed-will-start-tapering-bond-purchases-four-experts-weigh-in.html

yo creo que amd le va ir bien en earnings

Interesante punto de inflexión para ir long en los mercados

**9.27.21 Sector Performance** Energy continues to lead while IR sensitive sectors like TECH and UTES were the biggest losers for the session.

al principio yo recomiendo identificar patrones, pero luego ya uno puede ir construyendo su posición como lo hizo @rodrigoaponcer

wish I held ir

all guys are track ir moving side ways

+Initiations 9/10: $ACHC $AGL $AKRO $ALHC $ARMK $ASPN $BHG $CANO $CLDX $CMAX $CSTM $FRPT $FUV $GENI $HCA $IR $ISEE $KNX $LAUR $LFST $LHCG $LICY $LVOX $MAPS $OSH $OTLY $SFT $STAR $STKL $VITL . -Initiations 9/10: $CLOV $KALU

esto es lo recomendable, que tengas 2 listados > @haleksander said: Gracias @hgonzalezm un par que no tenia en radar, pero mi opinión (muy personal) algunas que no tocaría como GME o AMC, algunas otras ya se fueron y otras que la tendencia general es bajista. Yo intento tener en mi WL de la semana las que más condiciones cumplen de nuestra estrategia y que estén por dar entrada. En otra WL general tengo todas así como estas y 1 vez por semana las repaso para ir seleccionando a las que dare seguimiento durante la semana

Gracias @hgonzalezm un par que no tenia en radar, pero mi opinión (muy personal) algunas que no tocaría como GME o AMC, algunas otras ya se fueron y otras que la tendencia general es bajista. Yo intento tener en mi WL de la semana las que más condiciones cumplen de nuestra estrategia y que estén por dar entrada. En otra WL general tengo todas así como estas y 1 vez por semana las repaso para ir seleccionando a las que dare seguimiento durante la semana

Si lo ideal seria esperar un rebote cercano a resistencia para ir en corto.

Thursday, September 2, 2021 Futures Up/Down % Last Dow 45.00 0.13% 35,335 S&P 500 6.25 0.14% 4,527 Nasdaq 29.50 0.19% 15,638 Stock index futures are indicating a higher open with rates edging down (10-year drops back below 1.3%) as investors await another set of numbers on the labor market in the form of weekly jobless claims, ahead of Friday’s payrolls report (which followed a weaker private payroll report from ADP yesterday). A brutal night across the Northeast saw tornado watches and flash flood warnings for parts of the Tri-State Area as remnants of Hurricane Ida brought in heavy winds and drenching rains that turned major highways into rivers and even showed water rushing through Newark Liberty International Airport, canceling all flights there. The tail-end of hurricane Ida dumped a “record breaking” amount of rain over New York and New Jersey putting both areas into states of emergency. Hurricane Ida, which devastated Louisiana this week, could mobilize lawmakers to pass the bipartisan $1T infrastructure bill, which is making its way through Congress. In Asian markets, The Nikkei Index rose 92 points to 28,543, he Shanghai Index climbed 29 points to 2,597, and the Hang Seng Index advanced 62 points to settle at 26,090. In Europe, markets are quiet as the German DAX is flat at 15,825, while the FTSE 100 is down a few points to 7,145. Bitcoin prices moved back above the $50K level overnight, last trading up 3.3% around $49,900 in a rebound for crypto; Ethereum prices up modestly after outperformance Wednesday, last around $3,750. Crude is rising after OPEC+ ministers’ unity reinforced market stability Events Calendar for Today 7:30 AM ET Challenger Layoffs for Aug 8:30 AM ET Weekly Jobless Claims…est. 345K 8:30 AM EST Continuing Claims…est. 2.775M 8:30 AM ET International Trade for July…est. (-$71.0B) 8:30 AM ET Nonfarm Productivity, Q2…est. 2.4% 8:30 AM ET Unit Labor Costs for Q2…est. 0.9% 10:00 AM ET Factory Orders MoM for July…est. 0.3% 10:00 AM ET Durable Goods Orders MoM for July 10:30 AM ET Weekly EIA Natural Gas Inventory Data Earnings Calendar: Earnings Before the Open: AEO, BNED, BRC, CIEN, DCI, DLTH, GCO, GIII, GMS, JRL, JW/A, KIRK, LE, MCFT, MEI, SCWX, SIG, TTC Earnings After the Close: AVGO, COO, CTHR, CTLP, DOCU, GWRE, HPE, JOAN, LAW, MDB, MDLA, MEIP, NX, OOMA, OXM, PD, SAIC, TLYS, YEXT Other Key Events: Barclay’s Media & Telecom Forum (virtual), 9/1-9/2 Stephens Auto investor Field Trip, 9/1-9/2 Caixin Services PMI for Aug Market Closing Prices Yesterday The S&P 500 Index gained 1.41 points, or 0.03%, to 4,524.09 The Dow Jones Industrial Average fell -48.20 points, or 0.14%, to 35,312.53 The Nasdaq Composite climbed 50.15 points, or 0.33%, to 15,309.38 The Russell 2000 Index advanced 13.28 points, or 0.58% to 2,287.06 Macro Up/Down Last Nymex 0.36 68.95 Brent 0.38 71.97 Gold 1.50 1,815.40 EUR/USD 0.0015 1.1854 JPY/USD 0.00 110.01 10-Year Note -0.013 1.289% Sector News Breakdown Consumer Chewy ($CHWY) shares fell -10%; 2Q adj EBITDA $23.3Mm vs est. 34.4Mm on sales $2.16B vs est. $2.2B; sees FY net sales $8.9B-$9.0B vs. est. $9.0B Costco ($COST) reported total comparable sales for Aug. that beat the average analyst estimate; Aug. total comparable sales +14.2%, estimate +12.5%; Aug. U.S. comparable sales excluding fuel, currencies +10.1%, estimate +7.10% Five Below ($FIVE) shares fell -9%; 2Q EPS $1.15 vs est. $1.11 on sales $646.6Mm vs est. $648.3Mm; guides 3Q net sales $550-565Mm on +MSD comps vs est. $551Mm, sees EPS $0.23-0.30 vs est. $0.27 Hormel Foods ($HRL) shares fall -4%; Q3 adj EPS $0.39, in-line with estimates; Q3 revs $2.86B vs. est. $2.73B; Q2 volume of 1.2B pounds, up 1%; organic volume down 2%; operating margin 7.2%; cuts FY21 EPS view to $1.65-$1.69 from $1.70-$1.82, while raises FY21 revenue view to $11B-$11.2B from $10.2B-$10.8B Chinese regulators summoned 11 ride-hailing firms including DIDI Global ($DIDI) to discuss concerns related to the sector; China’s transport ministry highlighted the hiring of unqualified drivers and use of promotions that disrupt fair market order during the meeting Sportsman’s Warehouse ($SPWH) Q2 adj EPS $0.44 vs. est. $0.48; Q2 sales $361.8M vs. est. $345.6M; said Q2 same store sales decreased 9.9% compared to the same period last year; For the first half of fiscal year 2021, same store sales increased 3.4% compared to the same period last year; Adjusted EBITDA was $35.2M compared to $53.6M in the comparable prior year period; not providing guidance Smith & Wesson Brands ($SWBI) Q1 adj EPS $1.57 vs. est. $1.29; Q1 revs $274.6M vs. est. $278.59M; record gross margin of 47.3% vs. 40.2% last year ChargePoint Holdings ($CHPT) rises 12%; 2Q EPS ($0.29) vs est. ($0.13) on revs $56.1Mm vs est. $49.1Mm, says activated ports exceed 118,000 with over 5,400 in Europe and over 3,700 DC fast charge ports; guides 3Q revs $60-65Mm vs est. $54.7Mm, sees FY revs $225-235Mm up from $195M-$205M vs est. $206.6Mm DraftKings ($DKNG) announced the launch of DraftKings Online Sportsbook in Wyoming, marking the thirteenth state in which its mobile sportsbook is available Tesla ($TSLA) now aims for Full Self-Driving Beta public release ~September 25th, Electrek reports https://electrek.co/2021/09/01/tesla-full-self-driving-beta-public-release-4-weeks/ Energy, Industrials and Materials Greif ($GEF) Q3 adj EPS $1.93 vs. est. $1.54; Q3 revs $1.49B vs. est. $1.39B; sees FY21 EPS $5.10-$5.30 vs. est. $4.63; sees FY21 adjusted free cash flow $335M-$365M Ingersoll Rand Inc. ($IR) authorized a new share repurchase program of $750 mln Exelon ($EXC) tells Illinois lawmakers and Gov. J.B. Pritzker to finalize an energy policy deal by September 13 or face the permanent closure of one of the state’s six nuclear power plants. Energy Transfer ($ET) signed a 15-year power purchase agreement to buy 120 MW of electricity from SoftBank’s ($SFTBY) Eiffel Solar project in northeast Texas; financial terms are not disclosed. General Electric ($GE) was awarded a not-to-exceed $1.65B firm-fixed-price, indefinite-delivery, performance-based logistics requirements contract for the repair, upgrade or replacement, inventory management, and required supply response times of 17 F414 engine components in support of the F/A-18 aircraft Virgin Galactic ($SPCE) slips after the U.S. Federal Aviation Administration (FAA) said on Wednesday it is investigating descent deviation of July 11 flight of SPCE rocket plane that carried British billionaire Richard Branson. FAA spokesman told Reuters vehicle “deviated from its Air Traffic Control clearance as it returned to Spaceport America. The FAA investigation is ongoing.” Donaldson ($DCI) Q4 EPS $0.66 in-line with estimates; Q4 revs $773.1M vs. est. $770.69M; sees FY22 EPS $2.50-$2.66 vs. est. $2.68; sees FY22 sales growth of 5%-10% (est. $3.12B) OPEC+ and its allies agreed yesterday to stick to their existing plan for gradual monthly oil-production increases after a video conference. Ministers ratified the 400,000 barrel-a-day supply hike scheduled for October after one of the quickest meetings in recent memory. Financials CIBC to become exclusive credit card issuer for Costco Mastercard’s in Canada and acquire existing Costco Canadian credit card portfolio Over the last six months SPACs have lost $75 billion. A group of 137 SPACs that closed mergers by mid-February have lost 25% of their combined value. At one point last month, the pullback topped $100 billion – WSJ Healthcare FDA AdComm to discuss Pfizer ($PFE) and BioNTech SE ($BNTX) application for COVID-19 Booster on September 17th Assembly Biosciences, Inc. ($ASMB) shares fall -20%, as the clinical-stage biotechnology company developing innovative therapeutics targeting hepatitis B virus ($HBV), today announced its decision to discontinue development of ABI-H2158 (2158) following the observation of elevated ALT levels consistent with drug-induced hepatotoxicity in an ongoing Phase 2 trial. Cannabis space: The newly inaugurated governor of New York says she wants to “jumpstart” the implementation of marijuana legalization—and she took a major step on Wednesday by making two key regulatory appointments for the state’s cannabis market that have now been confirmed in a Senate committee during a special session (watch shares of $TLRY, $CURLF, $GTBIF, $CRON) https://bit.ly/3jzhR0D Phreesia ($PHR) 2Q EPS ($0.48) vs est. ($0.10) on revs $51Mm vs est. $47.2Mm, says avg number of provider clients was 1,987 in qtr vs 1,668 prior year +19%; guides FY revs $195-198Mm vs est. $193.4Mm, continue to expect overall cash outflow to increase in FY22 vs FY21 NeoGenomics Inc ($NEO) files prospectus related to resale or other disposition of 4.4 mln shares by selling stockholders Ascendis Pharma ($ASND)5M share Secondary priced at $160.00 Technology, Media & Telecom Asana ($ASAN) Q2 adj EPS loss (-$0.23) vs. est. loss (-$0.26); Q2 revs $89.5M vs. est. $82.24M; sees Q3 adj EPS loss (27c)-(26c) vs. est. loss (-$0.28); sees Q3 revs $93M-$94M vs. est. $86.72M; raises FY22 revenue view to $357M-$359M from $336M-$340M (est. $338.81M); Revenues from customers spending $5,000 or more on an annualized basis grew 97% YoY; customers spending $50,000 or more on an annualized basis increased to 598, up 111% YoY ai ($AI) shares fell -10%; Q1 EPS loss (-$0.37) vs. est. loss (-$0.28); Q1 revs $52.4M vs. est. $51.16M; said Q1 included YoY increases of 29% in revenue and 31% in gross profit; sees Q2 revenue $56M-$58M vs. est. $56.12M; sees FY22 revenue $243M-$247M vs. est. $245.4M; Q1 Subscription revenue was $46.1M, up from $35.7M one year ago, an increase of 29% Yoy eGain ($EGAN) 4Q adj EPS $0.08 vs est. $0.03 on revs $20.2Mm vs est. $19.9Mm; guides 1Q adj EPS $0.02-0.05 vs est. $0.03, sees 1Q revs $20.9-21.3Mm vs est. $20.6Mm; guides FY revs $88.2-89.8Mm vs est. $87.1Mm; sees FY adj EPS ($0.03) to $0.00 vs est. $0.20 nCino ($NCNO) 2Q adj EPS ($0.02) vs est. ($0.06) on revs $66.5Mm vs est. $63.7Mm; guides 3Q adj net EPS loss $0.06-0.07 vs est. loss $0.06, sees 3Q revs $66-67Mm vs est. $65.1Mm; guides FY adj EPS net loss $0.22-0.23 vs est. loss $0.23, sees FY revs $263-264Mm vs est. $259.1Mm Nutanix ($NTNX) Q4 adj EPS loss (-$0.26) vs. est. loss (-$0.42); Q4 revs $390.7M vs. est. $362.88M; operating expenses topped revenue at $454.1M though rose from $432.3M a year ago; sees Q1 ACV Billings $172M-$177M Okta ($OKTA) Q2 adj EPS loss (-$0.11) vs. est. loss (-$0.35); Q2 revs $316M vs. est. $296.52M; sees Q3 adj EPS loss (25c)-(24c) vs. est. loss (-$0.34); sees Q3 revs $325M-$327M vs. est. $322.93M; raises FY22 adjusted EPS loss view (77c)-(74c) from ($1.16)-($1.13); Q2 revenue grew 57% year-over-year; subscription revenue grew 59% YoY; remaining performance obligations (RPO) grew 57% YoY to $2.24 billion Semtech ($SMTC) 2Q adj EPS $0.65 vs est. $0.62 on sales $185Mm vs est. $182.9Mm; guides 3Q adj EPS $0.68-0.76 vs est. $0.67 with adj gr margin 62.8-63.8%, adj SG&A $33.5-34.5Mm, adj R&D $32.5-33.5Mm Veev Systems ($VEEV) 2Q adj EPS $0.94 vs est. $0.87 on revs $455.6Mm vs est. $451.9Mm; guides 3Q adj EPS $0.87-0.88 vs est. $0.86, sees 3Q revs $464-466Mm vs est. $460Mm; guides FY revs $1.83-1.835B vs est. $1.823B, sees FY adj EPS about $3.57 vs est. $3.47 China’s Alibaba Group ($BABA) will invest 100 billion yuan ($15.5 billion) by 2025 in support of “common prosperity”, it said, becoming the latest corporate giant to pledge support for the initiative driven by President Xi Jinping Ireland hit Facebook’s ($FB) WhatsApp with a record 225 million euro ($266 million) fine on Thursday following an inquiry into the messaging app’s transparency around sharing personal data with other Facebook companies.

Unusually heavy option volume on today's open include $JNPR, $IR, $LOW, $A, and $TGT.

eur/gbp hits 0.85 flat, as it settles and starts a down swing > @atlas01 said: eur/gbp should go near ir over 0.85 flat, before continuing down

buenísimo, es que esas así siempre me las espero al cierre y luego agarro el rebote para ir más tranquilo justamente 👌👌👌

eur/gbp should go near ir over 0.85 flat, before continuing down

so if it settled ir should be good

Tuesday, July 20, 2021 Futures Up/Down % Last Dow 178.00 0.53% 34,017 S&P 500 20.25 0.49% 4,272 Nasdaq 73.50 0.50% 14,614 U.S. stock futures are looking to rebound after major averages posted their worst single day returns in months with attention turning to earnings reports. Major U.S. stock benchmarks dropped sharply on Monday as the Dow Jones Industrial Average marked its worst drop since late October falling -725 points (off earlier lows down over 900 points), amid growing concerns about the global spread of the delta variant of the coronavirus that causes COVID-19. The benchmark S&P 500 index ended down 1.6% at 4,258, getting a boost late day to push back above its 50-day moving average of 4,240 (off lows below 4,235), while the Nasdaq Composite Index declined 1.1% at 14,275. The declines for stocks came as the 10-year Treasury note yield fell to a five-month low beneath 1.18%. The CBOE Volatility Index ($VIX), the SPX option derived measure of implied volatility, lifted $4.05 or 21.95% today to close at $22.50 (off earlier highs above 25). U.S. crude oil slides below $70 in biggest one-day drop since September as OPEC and its allies agreed to increase production at the same time the COVID-19 delta variant threatens global demand. All 30 of the components of the Dow Jones Industrial Average finished lower Monday. In Asian markets, The Nikkei Index declined -264 points to 27,338, the Shanghai Index slipped a few points to 3,536 and the Hang Seng Index dropped -230 points to 27,259. In Europe, the German DAX is higher by 50 points to 15,190, while the FTSE 100 rebounds 40 points to 6,885. Market Closing Prices Yesterday The S&P 500 Index dropped -68.67 points, or 1.59%, to 4,258.49 The Dow Jones Industrial Average fell -725.81 points, or 2.09%, to 33,962.04 The Nasdaq Composite sunk -152.25 1.42 points, or 1.06%, to 14,274.98 The Russell 2000 Index declined -32.56 points, or 1.51% to 2,130.68 Events Calendar for Today 7:45 AM ET ICSC Weekly Retail Sales 8:30 AM ET Housing Starts MoM for June…est. 1.59M 8:30 AM ET Building Permits MoM for June…est. 1.7M 8:55 AM ET Johnson/Redbook Weekly Sales 4:30 PM ET API Weekly Inventory Data Earnings Calendar: Earnings Before the Open: $ALLY, $BMI, $CATC, $CFG, $DOV, $FMBI, $GATX, $HAL, $HCA, $IRDM, $KEY, $MAN, $MBWM, $OMC, $ONB, $PEBO, $PM, $SBNY, $SI, $SNV, $SYF, $TRV Earnings After the Close: $AGR, $AIR, $CMG, $FOR, $FULT, $HOPE, $HWC, $IBKR, $ISRG, $NFLX, $PNFP, $PZN, $RUSHA, $RXN, $SMBL, $SNBR, $UAL, $UCBI, $XM Macro Up/Down Last Nymex 0.25 66.67 Brent 0.00 68.62 Gold 4.70 1,817.35 EUR/USD -0.001 1.179 JPY/USD -0.07 109.39 10-Year Note +0.02 1.6% Sector News Breakdown Consumer Inter Parfums ($IPAR) 2Q net sales $207.6Mm vs. est. $151.3Mm; guides FY net sales about $750Mm vs. est. $715.1Mm, sees FY EPS $1.95 vs est. $1.72 Tesla ($TSLA) Semi electric truck is finally about to go into production, Electrek reports. Sources familiar with the matter tell Electrek one of the last steps before starting production is happening as the general assembly line is debugged and the drive axle production line is ready. Energy, Industrials and Materials Halliburton ($HAL) Q2 EPS $0.26 vs. est. $0.23; Q2 revs $3.71B vs. est. $3.74B Crown Holdings ($CCK) Q2 adj EPS $2.14 vs. est. $1.78; Q2 sales $2.86B vs. est. $2.92B; sees Q3 EPS $1.90-$2.00 vs. est. $1.79 and raises year EPS to $7.30-$7.40 from prior $6.60-$6.80 (est. $6.89) B. Hunt ($JBHT) Q2 EPS $1.61 vs. est. $1.57’ Q2 revs $2.91B vs. est. $2.71B; Total freight transactions in the Marketplace for J.B. Hunt 360 increased to $500 million in the second quarter 2021 compared to $281 million in the prior year quarter. ICS revenue on the platform increased 73% to $396 million versus a year ago PPG Industries ($PPG) shares fell -7%; Q2 adj EPS $1.94 vs. est. $2.20; Q2 sales nearly $4.4B vs. est. $4.36B and up about 45% yoy; Q2 sales volumes grew about 24% year over year, supported by strong demand recovery across many end-use markets; sees 3q sales volume +21% to +23%; expect that aggregate input and logistics costs will be sequentially higher in q3, compared to q2 Steel Dynamics ($STLD) 2Q EPS $3.32 vs est. $3.42 on sales $4.5B vs est. $4.22B, qtrly steel and fabrication shipments of $2.9Mm tons and $189,000 tons, respectively; says continue to see strong steel demand coupled with extremely low customer steel inventories; auto sector remains strong despite chip shortages; believes 3Q earnings could represent another record performance SPX Flow ($FLOW) confirmed its Board of Directors previously received and rejected an unsolicited, conditional, non-binding proposal from Ingersoll Rand Inc. ($IR) to acquire all outstanding shares of SPX Flow common stock for $85.00 per share in cash Vale ($VALE) produced less iron ore than expected during Q2 saying Q2 iron ore output rose 11.3% Q/Q to 75.7M metric tons and climbed 12% Y/Y, but the analyst consensus estimate called for ~78M mt.; Q2 production of iron ore pellets jumped 27.4% Q/Q to 8M metric tons and 13.3% from the year-earlier quarter Financials ($KEY) 2Q EPS $0.72 vs est. $0.54, NII $1.0B vs est. $1.0B, qtrly return on avg tangible common equity 22.3%; says will evaluate an increase to common stock dividend in 4Q, announced new common share repurchase authorization of up to $1.5B Silvergate Capital ($SI) Q2 EPS 80c vs. est. 51c; Q2 deposits $11.4B, an increase of $4.4B, or 62.4%, from Q1, and an increase of $9.7B or 580.6%, from last year Signature Bank ($SBNY) Q2 EPS $3.57 vs. est. $3.14; Q2 CET1 capital ratio 10.03%, Q2 net charge-off .12% and Q2 book value per share $106.24; Q2 net interest income for 2021 q2 was $457.2 mln, an increase of $70.1 mln Synovus ($SNV) Q2 adj EPS $1.20 vs. est. $1.04; Q2 core transaction deposits increased $702.4M or 2% sequentially; Q2 provision for credit losses of $24.6M; qtrly net interest income of $381.9 mln increased $8.0 mln sequentially Synchrony ($SYF) Q2 EPS $2.12 vs. est. $1.39; Q2 book value per share $23.48, Q2 CET1 capital ratio 17.8% and Q2 net charge-offs 3.57%; qtrly net interest income decreased $84 million, or 2%, to $3.3 billion Cryptocurrency-exposed stocks fall in premarket trading after the selloff in Bitcoin accelerated and pushed the token below $30,000 for the first time in around a month, down over 3% at $29,600 while Ethereum prices fall over 4% to $1,750 (shares of $MARA, $RIOT, $MSTR lower) BCB Bancorp ($BCBC) 2Q EPS $0.45 vs. est. $0.40, NII $24.1Mm vs. est. $23.7Mm; increases qtrly dividend to $0.16/share Chubb Limited ($CB) announced its Board of Directors has authorized a new one-time incremental share repurchase program of up to $5 billion through June 30, 2022 Equity LifeStyle Properties ($ELS) 2Q adj FFO $0.61 vs est. $0.55; revs $156.2Mm vs est. $158.8Mm; sees Q3 FFO $0.59-$0.65 and year $2.42-$2.52 vs. est. $0.65 and $2.40 respectively FB Financial ($FBK) 2Q adj EPS $0.88 vs est. $0.75; NII on tax-equivalent basis $87.3Mm vs est. $83.8Mm FNB Corp. ($FNB) Q2 EPS $0.31 vs. est. $0.29; Q2 revs 4308M vs. est. $305.7M; Q2 net interest income ($NII) $227.9M; Total average deposits grew $3.2 billion, or 11.9%, led by increases in average non-interest-bearing deposits of $1.9 billion, or 23.5% PacWest Bancorp. ($PACW) Q2 EPS $1.52 vs. est. $0.97; Q2 net interest income $270.1M vs. $264.6M in Q1 ServisFirst Bancshares (SFBS) 2Q EPS $0.92 vs. est. $0.93, total loans grew $517.3 ex impact of PPP, deposits +17% yr/yr Wintrust Financial ($WTFC) Q2 EPS $1.70 vs. est. $1.59; Q2 net interest income $279.6M vs. $263.1MM last year; Q2 net interest margin 2.62% vs. 2.73% last year Zion Bancorp ($ZION) 2Q EPS $2.08 vs est. $1.29, CET1 ratio 11.3% vs 10.2% at beginning of pandemic; released more than $120Mm of allowance for credit losses Healthcare Ardelyx ($ARDX) shares tumble 75%; received a letter from the FDA on July 13 stating that, as part of its ongoing review of the co’s New Drug Application for the control of serum phosphorus in adult patients with chronic kidney disease on dialysis, the FDA has identified deficiencies that preclude discussion of labeling and post-marketing requirements/commitments at this time Cytokinetics ($CYTK) announces $200M common stock offering Thousands of opioid-crisis lawsuits filed against major drugmakers and distributors are nearing a conclusion, with the outlines of a $26 billion deal between states and four companies expected to be announced this week and a $1 billion settlement to resolve some of New York’s claims likely on Tuesday, Dow Jones reported. Drug distributors AmerisourceBergen Corp. ($ABC), Cardinal Health Inc. ($CAH) and McKesson Corp. ($MCK) and Johnson & Johnson ($JNJ) have been negotiating the $26 billion settlement for more than two years HCW Biologics ($HCWB) 7M share IPO priced at $8.00 PLx Pharma ($PLXLP) rises after saying Vazalore, a liquid-filled aspirin capsule, will be available in over 8,000 Walgreens (WBA) stores across U.S. in August Regeneron ($REGN) announced that Japan’s Ministry of Health, Labour and Welfare, or MHLW, has approved Regeneron’s casirivimab and imdevimab antibody cocktail to treat patients with mild to moderate COVID-19 Technology, Media & Telecom IBM Corp. ($IBM) Q2 operating $2.33 vs. est. $2.29; Q2 revs $18.75B vs. est. $18.29B; Q2 cloud & cognitive software revs up 6% to $6.1B, Q2 Global Business revenue $4.3B, up 11.6% and Q2 Global Technology Services revenue $6.3B, up 0.4%; GAAP gross profit margin of 48.0%, flat; said it sees FY revenue to grow based on mid-July 2021 foreign exchange rates and continues to expect adjusted free cash flow of $11 billion to $12 billion in 2021 Omnicom ($OMC) 2Q EPS $1.60 vs est. $1.38 on revs $3.57B vs est. $3.38B (organic +24.4%); says experienced improvement in biz in 2Q, op mgn 15.9% vs est. 14.3% Rapid7, Inc. ($RPD) acquired IntSights Cyber Intelligence Ltd., a leader in contextualized external threat intelligence and proactive threat remediation for approximately $335 million in cash and stock; RPD sees revs and adj EPS above high end of prior guidance

Monday, July 19, 2021 Futures Up/Down % Last Dow -358.00 1.04% 34,206 S&P 500 -32.25 0.74% 4,286 Nasdaq -55.50 0.38% 14,615 U.S. stock markets are looking lower as S&P futures fall -0.7% as rising Covid case rates and recent technology underperformance weigh on risk sentiment. In Asian markets, the Hang Seng falls as much as 2.2%, the Nikkei drops 1.4% and the Shanghai Composite slips -0.3%. In Europe, the rise of the rapidly-spreading Delta variant is threatening to derail many efforts towards a full economic reopening as worsening outbreaks continue to cloud the once-promising outlook. The German DAX is down 2% (over 300 points) to 15,225, while the FTSE 100 drops 2% to 6,870. The Dollar Index (DXY) rises for third day while yen strengthens below 110/USD amid risk aversion. The Aussie dollar falls to seven-month low and AUD 10-year yield drops after Victoria extends lockdown and Sydney again tightens restrictions amid worsening delta outbreak. Oil drops over -2.5% as WTI crude slips below the $70 per barrel level after OPEC and its allies struck a deal to inject more oil into the global economy. Treasury 10-year yield eases to 1.25% as relentless bond rally continues. Stocks finished lower Friday after surging inflation led to an unexpected decline in U.S. consumer sentiment in early July. For the week, the Dow fell 0.5%, the S&P 500 declined 1% and the Nasdaq dropped 1.9%. Stocks snapped their three-week losing streak with sharp declines on Friday, with defensive stocks leading the weekly gains with utilities, staples and REITs (reached a record high), while energy got slammed down over 7%, followed by a drop in discretionary and materials. In corporate news this weekend, Zoom Media ($ZM) announced a +$14B acquisition of Five9 Inc. ($FIVN) in the software space on Sunday ahead of a busy week of earnings. Market Closing Prices Yesterday The S&P 500 Index dropped -32.87 points, or 0.75%, to 4,327.16 The Dow Jones Industrial Average fell -299.15 points, or 0.86%, to 34,687.85 The Nasdaq Composite slumped-115.86 points, or 0.80%, to 14,427.24 The Russell 2000 Index declined -27.05 points, or 1.24% to 2,163.24 Events Calendar for Today 10:00 AM ET NAHB Housing Market Index for July Earnings Calendar: Earnings Before the Open: AN, BMRC, CALM, GNTY, PLD, TSCO Earnings After the Close: CCK, ELS, EQBK, FBK, FNB, IBM, JBHT, PACW, PPG, STLD, WTFC, ZION Macro Up/Down Last Nymex -2.04 69.77 Brent -1.99 71.60 Gold -9.00 1,803.05 EUR/USD -0.0032 1.1774 JPY/USD -0.30 109.77 10-Year Note -0.041 1.250% World News S. TIC report: foreigners bought a net total $105.3 B in assets in May, after purchases of $100.1 B (was $101.2 B) in April. But net long-term data showed sales of -$30.2 B in May after purchases of $100.7 B in April. Of those long-term flows, -$93.4 B in Treasury coupons were liquidated, while $37.8 B in agencies was purchased, along with $17.3 B in corporate bonds OPEC and its allies struck a deal that allows for monthly supply hikes of 400k b/d until the end of 2021, putting the group back in control of the crude market. Starting in August, they’ll pump out an extra 400K barrels a day through the end of 2022, restoring all the cuts they made at the start of the COVID-19 pandemic. UAE will have a new baseline of 3.5m bpd, Iraq/Kuwait baselines will increase by 150k bpd each, Saudi/Russian baselines will be adjusted to 11.5m bpd Sector News Breakdown Consumer Academy Sports and Outdoors ($ASO) is more than a pandemic play, according to Barron’s saying interest in health and wellness has been enduring, and the company’s manageable debt level will allow it to open more brick-and-mortar stores Cal-Maine Foods ($CALM) Q4 EPS loss (-$0.09) below the $0.18 estimate; reports Q4 revenue $349.8M vs. est. $404.67M; average sales price for shell eggs was $1.32 per dozen for q4 compared with $1.58 per dozen for same period last year; said expect to see further volatility in market prices for our primary feed ingredients Cruise operators Carnival Corp ($CCL), Royal Caribbean Group ($RCL) and Norwegian Cruise Line Holdings (NCLH) fall about 3% each premarket along with a decline in other European travel and leisure stocks on worries that the fast-spreading Delta variant could hamper travel demand and slow the ongoing global economic recovery Veoneer ($VNE) signed an agreement with LiDAR company Baraja to industrialize their Spectrum-Scan LiDAR technology for the next market wave of L2+ through L4 autonomous vehicle applications Energy, Industrials and Materials OPEC+ and its allies, including Russia, agree Sunday to further relax output curbs. Under the deal, announced following a virtual meeting of OPEC+ energy ministers, production will rise by 400,000 barrels a day each month beginning in August and would eventually undo all of the curbs put in place last year Ingersoll Rand Inc. ($IR) has made takeover bids for component maker SPX Flow Inc. ($FLOW) that have so far been rebuffed, according to people familiar with the matter, the WSJ reported on Sunday. IR’s most recent all-cash offer valued SPX Flow in the low-$80s a share, the people said, or around $3.5 billion https://on.wsj.com/3kB1qlt Proxy advisory firm Institutional Shareholder Services ($ISS) has favored Brookfield Infrastructure Partners’ ($BIP) offer for Inter Pipeline Ltd ($IPPLF) in a blow to a rival bid from Pembina Pipeline Corp ($PMB). During the past week, Brookfield raised its hostile offer for Inter Pipeline to about C$8.58 billion ($6.80 billion). Alcoa ($AA) upgraded to Conviction Buy from Buy at Goldman Sachs Financials Interactive Brokers Group ($IBKR) introduces a new simple flat fee structure of a flat 3 EUR or 3 GBP per trade (trades up to 6,000 EUR/GBP in value) for stock trading in Europe Healthcare Amyris ($AMRS), Zymergen ($ZY), Soaring Eagle Acquisition ($SRNG) are the three main stock plays on synthetic biology, which could become a huge market according to Barron’s this weekend Johnson & Johnson ($JNJ) is exploring a plan to offload liabilities from widespread Baby Powder litigation into a newly created business that would then seek bankruptcy protection – Reuters Tempest Therapeutics ($TPST) files $250M mixed securities shelf Technology, Media & Telecom Zoom Video Communications, Inc. ($ZM) to acquire Five9, Inc. ($FIVN) in an all-stock transaction valued at approximately $14.7 billion with FIVN holders to receive $200.28 per share; FIVN holders will receive 0.5533 shares of Class A common stock of Zoom Video Communications, Inc. for each share of Five9, Inc. https://on.mktw.net/3xRVVTf SAP AG ($SAP) is moving to cloud, and investors are yet to give company credit, according to Barron’s noting while the transformation will take time, the CEO expects to triple its revenue from the cloud by 2025, and 40% of cloud revenue has been coming from new clients Telefonica SA ($TEF) agreed to sell a stake in its Colombian fiber optic broadband network to KKR & Co. Telefonica will control 40% of the new venture, which will aim to bring high-speed internet access to about 90 cities in the next three years, and KKR the remaining 60%, the carrier said in a statement late Friday. The venture is valued at $500 million Bill Ackman’s blank-check company Pershing Square Tontine Holdings ($PSTH) had dropped a deal to buy 10% of Vivendi’s flagship Universal Music Group after U.S. regulators questioned its stake purchase of Universal Music. DISH ($DISH) signed a transformative, long-term strategic Network Services Agreement (NSA) with AT&T, making AT&T the primary network services partner for DISH MVNO customers

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Tuesday, July 6, 2021 Futures Up/Down % Last Dow -9.00 0.03% 34,668 S&P 500 -2.00 0.05% 4,340 Nasdaq 1.50 0.01% 14,715 U.S. stocks are pulling back off record highs last week, trading flattish after major U.S. averages were closed for the July 4 holiday weekend, following record highs in the wake of the U.S. jobs report. Nonfarm-payrolls for June showed a strong gain of 850K on Friday, but there appeared to be enough concerns to keep the Fed from tapering its bond purchases for the time being. Oil prices hitting fresh multi-year highs after the OPEC+ meeting being postponed means no oil production increase agreement as the UAE position is unchanged and the OPEC+ JMMC co-chairs need more time discuss the UAE’s position. WTI crude futures surge above $76.50 to highest since October 2018. Stocks posted strong gains again last week as the Nasdaq led, posting a weekly gain of 1.9%, followed by the S&P up 1.6% and the Dow trailing, but still up 1%. Rates fell following payrolls, with the 10-year Treasury yield off 5 basis points to 1.43%. In Asian markets, The Nikkei Index rose 45 points to 28,643, the Shanghai Index slipped -4 points to 3,530, and the Hang Seng Index dipped -70 points to 28,072. In Europe, the German DAX is down around 50 points to 15,610, while the FTSE 100 dips a few points to 7,160. Market Closing Prices Yesterday The S&P 500 Index gained 32.40 points, or 0.75%, to 4,352.34 The Dow Jones Industrial Average rose 152.85 points, or 0.44%, to 34,786.35 The Nasdaq Composite climbed 116.93 points, or 0.81%, to 14,639.30 The Russell 2000 Index declined -23.60 points, or 1.01% to 2,305.76 Events Calendar for Today 7:45 AM ET ICSC Weekly Retail Sales 8:55 AM ET Johnson/Redbook Weekly Sales 9:45 AM ET Markit Composite Final June-F… 9:45 AM ET Markit Services PMI June-F… 10:00 AM ET ISM Non-Manufacturing Index for June…est. 63.5 Macro Up/Down Last Nymex 1.27 76.43 Brent 0.22 77.38 Gold 15.65 1,807.45 EUR/USD -0.0022 1.1842 JPY/USD -0.21 110.76 10-Year Note -0.01 1.422% World News A measure of euro zone inflation expectations — the five-year, five-year inflation forward rose to 1.606%, its highest since May 19. A survey on Monday showed business activity in the euro zone expanding at the fastest rate in 15 years in June, as the easing of more coronavirus restrictions helped the bloc’s dominant service industry. Eurozone July Investor Index missed:8 vs 30.0 consensus; June Services PMI beat (final) 58.3 vs 58.0 consensus; German June Services PMI beat: 58.1 vs 57.5 consensus Eurozone May Retail Sales: 4.6% m/m vs 4.4% consensus; 9.0% y/y vs 8.2% consensus German July ZEW Economic Sentiment miss: 63.3 vs 75.2 consensus; German July ZEW Current Conditions beat: 21.9 vs 5.0 consensus; German May Industrial Orders missed: -3.7% m/m vs 1.0% consensus 54.3% y/y vs 59.4% consensus Germany eased restrictions on travelers from Britain, Portugal, Russia, India, and Nepal placing them in “high-incidence areas” category. They can avoid quarantine if they can prove that they are fully vaccinated or have recovered from COVID-19 Sector News Breakdown Consumer Didi ($DIDI) shares plunge over 20%; just days after Didi ($DIDI) raised nearly $5B from investors in its U.S. IPO, China’s Cyberspace Administration has ordered the company’s app removed from app stores, noting serious issues with Didi’s usage of customers’ personal information. Those who already have the app will be able to continue to use the service, but new downloads on phones from the likes of Apple, Huawei, and Xiaomi are nixed from Sunday on. Porsche ($POAHY) is a holding company that consists mainly of its controlling interest in Volkswagen ($VWAGY) and, in turn, is one of the latter’s many divisions, along with VW and Audi and owns superluxury names including Bentley, Lamborghini and Bugatti, Barron’s said. Ferrari ($RACE) has surged ahead of Porsche in the stock market, according to Barron’s but says that could soon change Tyson Foods ($TSN) is recalling ~8.5M lbs. of frozen, fully cooked chicken products as a precaution due to potential listeria contamination, the U.S. Department of Agriculture’s Food Safety and Inspection Service says. PlayAGS ($AGS) files to sell 8.21M shares of common stock for holders Energy, Industrials and Materials Crude oil prices advanced a sixth straight week on Friday while the dispute among OPEC+ ministers over plans to further ease production curbs dragged on at the alliance’s full meeting today. Negotiations resumed on Monday after last week ended without a deal, with the United Arab Emirates still blocking a proposal to increase supply. Energy edged lower last week, -0.8%, after leading the S&P sector standings with a 6.6% jump last week. Brent crude oil rises above $77/bbl for the first time since 2018 after OPEC+ fails to reach a production deal, further squeezing an already tight oil market and raising concerns over inflation. With the United Arab Emirates continuing to block an agreement, today’s planned OPEC+ meeting has been called off with no new suggested date for the next gathering, which in effect leaves the group’s current production limits in place Patterson-UTI Energy ($PTEN) agrees to acquire Pioneer Energy Services for ~$295M in cash and stock, which includes the retirement of all of Pioneer’s debt; says it will issue as many as 26.3M common shares and pay $30M of cash. Seaspan Corporation, a wholly owned subsidiary of Atlas ($ATCO) has received delivery of two high-quality 15,000 TEU scrubber-fitted containerships Ingersoll-Rand ($IR) upgraded to Buy from Neutral at Goldman Sachs Virgin Galactic ($SPCE) downgraded to Neutral from Buy at UBS General Dynamics ($GD) mentioned positively in Barron’s saying the stock looks set to rise, noting commercial air travel gets all the attention-but investors should start paying attention to private jets. While commercial air travel is slowly returning to life, May business-jet departures, at 275,000, were just 1% below their October 2019 high of 278,000 Financials NCR ($NCR), which produces cash registers and ATMs, may be one of the best ways to play a post-Covid rebound in the consumer economy, according to Barron’s. Revenue fell in 2020 as customers halted upgrades, but a recovery is already here. CEO Michael Hayford said investors are missing the company’s potential as its stock trades at a discount to peers. American Express ($AXP) upgraded to Buy from Neutral at Goldman Sachs and raise tgt to $225 from $185 Principal Financial ($PFG) upgraded to Outperform from Neutral at Credit Suisse Santander Consumer ($SC) downgraded to Market Perform from Outperform at BMO Capital Healthcare The CDC is investigating the death of a 13-year-old boy who died just three days after receiving the second dose of Pfizer’s ($PFE) COVID-19 vaccine, The Detroit News reported over the weekend. His death was reported to the CDC’s Vaccine Adverse Event Reporting System ($VAERS) Puma Biotechnology ($PBYI) files $50M mixed securities shelf Zosano Pharma ($ZSAN) files $150M mixed securities shelf Technology, Media & Telecom Facebook ($FB), Google ($GOOGL) and Twitter ($TWTR) have privately warned the Hong Kong government that they could stop offering their services in the city if authorities proceed with planned changes to data-protection laws, the WSJ reported this weekend. New amendments from Hong Kong’s Constitutional and Mainland Affairs Bureau would make the co’s liable for doxing, or the malicious sharing of individuals’ information online so that they can be harassed RADA Electronic Industries ($RADA) said it has received $32M worth of new orders in Q2 2021, an increase of 33.3% Q/Q from $24M in Q1 2021, with majority of deliveries expected in H2 2021.

Dispelling narratives: An unpopular post for sure!!!! Bitcoin isn't a store of value. A store of value is fiat currency. It might not have the same purchasing power but when you ask for what you deposited, you get back the same value UNLESS you reside in a country with negative IR. BTC price moves like any other risk asset.

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**FOMC: Policy Projections** Earlier the FED left IR UNCH. BTC saw a violent swing on the 1-minute chart i.e. 38400-39737. I've attached the FED's current projections for your review. https://www.federalreserve.gov/monetarypolicy/fomcprojtabl20210616.htm

learning ir is so much more helpful then signals

yup, I registered for ir

Thursday, May 20, 2021 Futures Up/Down % Last Dow -151.00 0.45% 33,680 S&P 500 -16.00 0.41% 4,094 Nasdaq -49.00 0.37% 13,184 Stock futures are looking lower to start, on track for a 4th straight day of losses (S&P hasn’t fell 4-straight days since 2/16-2/22) as markets were surprised in the Fed’s discussion on easing back bond purchases if the economy improves quickly, in its minutes from their April FOMC meeting released yesterday. Energy and Materials were the biggest drags on the market, along with a plunge across the crypto currency space, led by Bitcoin, Ethereum, and the like. Today however, the crypto space is rebounding from overnight weakness with Bitcoin back above the $40K level (after dropping to $30K on Wednesday). The Nasdaq Composite Index is on pace for its worst monthly performance since September 2020, off by more than 5%, as rising inflation fears dent high growth stocks. Treasury yields are down slightly after topping 1.68% on Wednesday. In Asian markets, The Nikkei Index rose 53 points to 28,098, the Shanghai Index slipped -4 points to 3,506, and the Hang Seng Index dropped -143 points to 28,450. In Europe, the German DAX is up about 65 points to 15,180, while the FTSE 100 is little changed at 6,950. Dow component Cisco Systems (CSCO) slips after issuing a lower Q4 outlook. Market Closing Prices Yesterday The S&P 500 Index slipped -12.15 points, or 0.29%, to 4,115.638 The Dow Jones Industrial Average fell -164.62 points, or 0.48%, to 33,896.04 The Nasdaq Composite dipped -3.90 points, or 0.03%, to 13,299.74 The Russell 2000 Index declined -17.24 points, or 0.78% to 2,193.64 Events Calendar for Today 8:30 AM ET Weekly Jobless Claims…est. 450K 8:30 AM EST Continuing Claims…est. 3.64M 8:30 AM EST Philly Fed Business Survey for May…est. 43.0 10:00 AM EST Leading Index MoM for April…est. 1.4% 10:30 AM ET Weekly EIA Natural Gas Inventory Data Earnings Calendar: Earnings Before the Open: BJ, BRC, HRL, KSS, MNRO, PLCE, RL, WMS, WOOF Earnings After the Close: AINV, AMAT, DECK, PANW, ROST Other Key Events: S. Commerce Secretary Gina Raimondo plans to hold a May 20 meeting with senior U.S. auto industry leaders and other industry officials on a semiconductor shortage that has cut production JPMorgan Homebuilding & Building Products Conference (virtual), 5/19-5/20 UBS Financial Institutions Conference (virtual), 5/19-5/21 American gas Association Financial Forum (virtual), 5/19-5/20 Virtual Display Week 2021, 5/17-5/21 Macro Up/Down Last Nymex -0.92 62.44 Brent -1.41 65.25 Gold -2.95 1,866.65 EUR/USD 0.0012 1.2187 JPY/USD -0.26 108.96 10-Year Note -0.02 1.661% Sector News Breakdown Consumer Lithia Motors (LAD)11M share Secondary priced at $322.00 Oatly Group (OTLY)376M share IPO priced at $17.00 per ADS Chipotle Mexican Grill (CMG) upgraded to Buy from Neutral with a price target of $1,700, up from $1,575 at UBS Copart Inc. (CPRT) Q3 EPS $1.09 vs. est. $0.80; Q3 revs $733.9M vs. est. $629.6M; Q3 revenue, gross profit, and net income were $733.9 million, $381.3 million, and $286.8 million, respectively L Brands (LB) Q1 adj EPS $1.25 vs. est. $1.21; q1 revs $3.02B vs. est. $3.01B; guides Q2 EPS $0.80-$1.00 vs. est. $0.76; nit providing yearly guidance; appoints CFO’s for Bath & Body Works and Victoria Secret standalone businesses; Victoria’s Secret total comparable sales for q1 ended May 1, 2021 increased 9% YoY; Q1 L Brands Stores & direct comp +21% vs. +4% Yoy Hormel Foods (HRL) Q1 EPS 42c vs. est. 41c; Q1 sales $2.61B vs. erst. $2.41B Shoe Carnival (SCVL) 1Q EPS $3.02 vs. est. $1.40 on sales $328.5Mm vs. est. $274.4Mm; guides 2Q sales $268-278Mm vs. est. $281.9Mm, sees 2Q EPS $1.00-1.20 vs. est. $0.94; says plans to modernize about 100 stores by May 2022 with goal of modernizing 2/3 of store fleet in next 3-5 years; will continue to evaluate repurchase of shares during remainder of 2021; not providing 2H21 guide at this time Energy, Industrials and Materials Ingersoll-Rand (IR) upgraded to Buy from Hold at Deutsche Bank and raise tgt to $54 from $50 noting it is the third worst performer in the MI/EE group year-to-date, and sees the current level as an optimal entry point into a very high quality Canadian Solar (CSIQ) Q1 EPS 36c vs. est. 41c; Q1 revs $1.09B vs. est. $1.05B; Q1 total module shipments 3,139 MW, up 42% YoY and 5% quarter-over-quarter increase; of the total, 267 MW was shipped to the company’s own utility-scale solar power projects; sees Q2 revs $1.4B-$1.5B vs. est. $1.37B HollyFrontier (HFC) downgraded to Sell from Neutral with a price target of $34, down from $36 at Goldman Sachs SolarEdge (SEDG) upgraded to Buy from Neutral but cut target to $290 from $312 Sun Country Airlines (SNCY)25M share Secondary priced at $34.50 Triumph Group (TGI) Q4 adj EPS 10c vs. est. 8c; Q4 revs $466.83M vs. est. $436.26M; is not providing guidance for the year Valaris ltd (VAL) has been awarded a contract of about 45 days with W&T offshore in U.S. Gulf of Mexico for Valaris ju-117 ZTO Express (ZTO) Q1 adj EPS 14c vs est. 15c; Q1 revs $987.9M vs. est. $950.86M Healthcare Incyte (INCY) announced that data from the primary analysis of the Phase 2 OPTIC trial will be presented during an oral session at the 2021 American Society of Clinical Oncology (ASCO) Meeting June 4-8 Pfizer Inc. (PFE) and partner BioNTech SE (BNTX) said they have reached a new agreement with the European Commission to supply up to 1.8 billion additional doses of their COVID-19 vaccine; the agreement is to provide 900 million doses initially with an option for the EC to request up an additional 900 million doses Voyager Therapeutics (VYGR) announces strategic shift and leadership transitions Y-Mabs (YMAB) enters into exclusive distribution agreement with Adium Pharma S.A. for Danyelza® (naxitamab-GQGK) and omburtamab in Latin America Technology, Media & Telecom Cisco Systems (CSCO) Q3 EPS $0.83 vs. est. $0.82; Q3 revs $12.8B vs. est. $12.56B; sees Q4 rev growth 6%-8% YoY (est. $12.82B); sees Q4 EPS $0.81-$0.83 vs. est. $0.85; Continued momentum in transforming business to software and subscriptions: 81% of software revenue sold as a subscription, up from 76% last quarter Waymo is talking to outside investors about raising as much as $4 billion in additional capital to fuel its self-driving efforts. And the company has discussed plans to eventually list publicly, spinning out from its parent Alphabet Inc. (GOOGL), according to people familiar with the plans, Bloomberg reported https://bloom.bg/2Sas0Wk Keysight Technologies (KEYS) 2Q adj EPS $1.44 vs. est. $1.34 on revs $1.22B vs. est. $1.21B; guides 3Q revs $1.205-1.225B vs. est. $1.2B, guides 3Q adj EPS $1.39-1.45 vs. est. $1.38 Synopsys (SNPS) Q2 adj EPS $1.70 vs. est. $1.52; q2 revs $1.024B vs. est. $988.7M; said market demand is strong, and we see a new wave of growth on the horizon, driven by an increasing need for highly complex, connected, specialized, and secure chips and systems; raises FY21 non-GAAP EPS view to $6.38-$6.45 from $6.23-$6.30 and boosts FY21 revenue view to $4.04B-$4.09B from $4.0B-$4.05B, consensus $4.03B Silicon Labs (SLAB) to buy back up to $150M shares ViacomCBS (VIAC) upgraded to Buy from Neutral with a price target of $53, up from $38 at Bank America Procore (PCOR)47M share IPO priced at $67.00

las buenas noticias es que la acumulacion ya esta pasando en NQ y tiene que ir rotando assets

me interesa 🥺 quiero ir!!

im using a british brokerage im changing ir tho