LongYield

07/26/2022

We have just posted our piece on $UBER. They Have shown a lot of promise on the Revenue side, but Cost/OpEx continue to drag their performance. Will they ever turn the corner? go to our substack to read it or also read past posts on $OPEN $PTON $ROKU

the question is, have they double their losses as well?

07/18/2022

has dropped by more than 80% in the past 12 months, yet it finds itself in a great position as the Switzerland of the streaming wars. Have a look at our newest article just posted on our substack $ROKU

https://longyield.substack.com/p/roku-the-switzerland-of-the-streaming?r=1kb42c&utm_medium=ios

07/15/2022

US Job Market:
- No new net jobs have been added since March 2020
- If previous trend had continued 5.2M should have been created
- If the trend would have been lower (100K new per month) we would be missing 3.1m jobs
We are missing at least between 3 to 5m jobs from trend

07/15/2022

Retail sales coming out at 8:30, current estimate 0.8% MoM

07/14/2022

From 2010 Italian leadership has been anything but stable 🇮🇹

07/14/2022

JP Morgan added $428 million to reserves for potential 'bad loans'. Also announced that they will stop stock buybacks.

07/14/2022

235.75k Jobless claims, trend not looking great... need to keep an eye on...

07/14/2022

Unemployment is above 4.5% in mostly in Illinois, New Jersey, Michigan, Washington and Puerto Rico
Some Noticeable high un employment cities are Yuma ,AZ 14.4%, El Centro CA 11.4% Rockford IL 8.3%

07/14/2022

Have to keep an eye on Italian banks for the next few months after ECB starts hiking. They still have considerable Italian government debt in their balance sheet

07/14/2022

Euro, Yen , Colombian Peso and many others are getting destroyed against the dollar. A mix of very low dollar liquidity ( which might get worse) and economic challenges of the regions are creating this dollar wrecking ball

07/14/2022

Unemployment Rate By Region
Part of the country that the Unemployment Rate is below 2.4%
Most of Florida, some sections of the center of the country and little pockets of California stand out on the map.

07/13/2022

Inflation By Selected Metro Areas - June YoY:
- 🏜️ Phoenix, AZ12.3%
- 🏨Atlanta, GA. 11.5%
- 🏖️Miami-Fort Lauderdale, FL. 10.6%
- 🛢️ Houston- TX 10.2%
- 🗼Seattle-Tacoma-Bellevue, WA. 10.1%
- 🌉San Francisco, CA 6.8%

Total Country 9.1%