Linda
@lindalebrun.bsky.social
📤 1777
📥 571
📝 211
Partnerships for Business/Finance/Investing @ Bluesky
pinned post!
Finance is on Bluesky
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3 months ago
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Linda
Berkshire Haddaway
1 day ago
with this transaction from Tuesday, it is done. If LVMH cancels its treasury shares, the Arnault family group will own 50.01% of LVMH's issued shares. Félicitations.
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Gregory Daco
1 day ago
Four of the biggest US technology companies together have forecast capital expenditures that will reach about $650 billion in 2026 — a mind-boggling tide of cash earmarked for new data centers and all the gear housed within them.
www.bloomberg.com/news/article...
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Rahul Sharma
1 day ago
Jassy throws shade at
#$GOOGL
saying +24% on $142 billion base is special. True. But to spend capex at pace
#$AMZN
is, AWS needs to accelerate beyond +24%. Backlog +40% is a start. But Q1 sales guide (into accelerating capex) at +9-13% doesn't evidence planned acceleration.
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Urban Carmel
about 23 hours ago
Weekly low right on the 20-wma (arrows). We've been down there twice in recent weeks. Normally, that signals a weakening trend (as also shown by RSI and MACD). You don't want to go back down there anytime soon
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Luke Kawa
1 day ago
On the “huge vibe divergence” between tech and finance on AI: Enhanced AI tools are <offering> much more to the world, but AI is also <asking> much more of investors.
sherwood.news/markets/why-...
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Paul Cerro
1 day ago
On Wednesday, we released our new podcast episode with Dr. Ashwin to discuss telehealth and
#$HIMS
The timing couldn't have been more perfect. We talked ➡️ The issues with their GRAIL test ➡️ The dark side of lab tests and telehealth in general ➡️ The SNAC patent (perfectly timed) ➡️ And much more
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🎙️ IC #9: Talking Telehealth and HIMS w/ Ashwin Sharma
Our chat on all things telehealth and our views on HIMSwith our medical friend from across the pond
https://www.cedargroveresearch.com/p/ic-9-talking-telehealth-and-hims-w-ashwin-sharma
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My first mentor in the investment industry used to say “they don’t ring a bell at the top” but I’m starting to wonder
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1 day ago
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Linda
Mike Zaccardi, CFA, CMT
1 day ago
Pretty normal earnings reactions this season... beats rising 0.9%, misses punished by 2.3% @factset
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Valuations
1 day ago
Closed all my puts yesterday and covered most single name shorts. Hoping to see vol come down so I can put them back in place. 1H sees a big fiscal stimmy from OBBB taxes breaks, but going into 2H unhedged is crazy.
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Koyfin
3 days ago
Japan's 2-year bond yield has surpassed levels last seen during the 2007-08 crisis.
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Linda
Barchart
1 day ago
BREAKING 🚨: U.S. Housing Market Home Sellers now outnumber Buyers by 530,000, the largest gap ever recorded 🤯👀
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Jon Keegan
1 day ago
AI cloud computing demand is white-hot. Amazon, Google, and Microsoft each reported hundreds of billions in RPO (remaining performance obligations), that they can’t fulfill yet. Collectively, the big three cloud providers reported a $1.1 TRILLION backlog of revenue.
sherwood.news/tech/big-tec...
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Big Tech’s $1.1 trillion cloud computing backlog
White-hot demand for cloud computing has created a backlog of revenue that Big Cloud can’t fulfill due to infrastructure constraints....
https://sherwood.news/tech/big-techs-usd1-1-trillion-cloud-computing-backlog/
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Linda
David Wessel
1 day ago
I'll be talking with Fed Vice Chair Philip Jefferson at 12 noon ET at this
@brookings.edu
event today. Supply-side factors and inflation: What have we learned?
www.brookings.edu/events/suppl...
. In-person (registration required) & livestreamed.
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Supply-side factors and inflation: What have we learned? | Brookings
On February 6, Brookings will convene an event to examine the relationship between supply-side factors and inflation.
https://www.brookings.edu/events/supply-side-factors-and-inflation-what-have-we-learned/?b=1
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Douglas A. Boneparth
3 days ago
Marriage is the biggest financial decision you’ll ever make. In a brand new section of the newsletter, Heather sits down with a top matrimonial attorney to discuss prenups, leverage, and the conversations couples shouldn’t avoid. New on The Joint Account.
www.readthejointaccount.com/p/prenups-po...
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Prenups, power, and the convos couples avoid
Welcome to Above Our Pay Grade, feat. matrimonial attorney Jackie Combs
https://www.readthejointaccount.com/p/prenups-power
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Linda
Silvia Killingsworth
3 days ago
For those looking for freelance work in the wake of WaPo layoffs: I'm an editor at large overseeing Ideas & Culture at Bloomberg, including our Books coverage. Find me at
[email protected]
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Sam Ro
3 days ago
🚨The new
@ckaiwu.bsky.social
note on AI adopters is a banger. Great nuance, not just sweeping generalizations.
etfarchitect.com/wp-content/u...
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Nicholas Brown
3 days ago
* BLS RESCHEDULES US JAN. CPI REPORT TO FEB. 13
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Linda
4 days ago
Main Street Deals: SMB Law Group’s new podcast about lower-middle-market M&A is now live 🔥 Watch Episode One here:
youtu.be/EdbV3qJEiM0?...
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What Buyers Get Wrong in Acquisitions - Welcome to Main Street Deals #1
In the inaugural episode of Main Street Deals, co-hosts Sam Rosati, Eric Pacifici, and Kevin Henderson lay out why small and medium-sized business acquisitions deserve a more honest,…
http://youtu.be/EdbV3qJEiM0?si=G-qFBAWjAfttFNVp
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Linda
Xavier MacDuff
4 days ago
Pouring one out tonight for Nick Train and Terry Smith, who rode consumer staples all the way down, before rotating into data services stocks, which are now getting smashed on the assumed threat from AI.
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Elliot Turner
4 days ago
I'll kick if off with
#$CELH
that I recently presented at Manual of Ideas Best Ideas 2026 conference
www.latticework.com/p/celsius-ca...
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Celsius: Capitalizing on the “Better-For-You” Shift in Energy Drinks
Presentation at Best Ideas 2026
https://www.latticework.com/p/celsius-capitalizing-on-the-better
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herbgreenberg
7 days ago
But aren't stocks supposed to go straight up? Plus, Corning as a canary? And just when nobody wants to hear about short-selling, along comes a book on how to WIN doing it... something the author knows a thing or two about.
www.herbgreenberg.com/p/the-wrap-b...
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The Wrap – But Aren't Stocks Supposed To Go Straight Up?
Plus, Corning as a canary? And just when nobody wants to hear about short-selling, along comes a book on how to WIN doing it... something the author knows a thing or two about.
https://www.herbgreenberg.com/p/the-wrap-but-arent-stocks-supposed
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Linda
Robert Smith
7 days ago
Amazingly, seems that Epstein traded sovereign CDS from his gmail account.
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8 days ago
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Linda
8 days ago
People don’t want you to know that in order to outperform, you need to be doing something that the market doesn’t understand or hates for some period of time before it starts working.
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Rahul Sharma
9 days ago
Here's Visa reiterating consumer strength. Visa already accelerated 300bp in Q3 & over Holiday quarter
#$V
kept that pace of 8% & overseas accelerated from 10% to 13%. January more of the same. Like Mastercard, cross-border strong, particularly online. 🔥.
#$MA
#$AXP
#$XLY
#$XLF
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When you’re in Eastern Time grinding & your Pacific Time colleagues wake up and log onto Slack
9 days ago
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Linda
Bird FKA "Birb"
9 days ago
this is rly embarrassing but i hate when it snows in nyc. how do u guys not spill everywhere???
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Did you know cashtags were invented by Howard Lindzon? Originally made up for the platform he founded, StockTwits
@stocktwits.bsky.social
, the format of indicating a ticker via a dollar-sign prefix was so useful, it eventually spread all over social media - now it's here too
bsky.app/profile/bsky...
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9 days ago
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Recommended follow here for
#BlueFin
folks - Sadanand is WSJ's South Asia columnist, providing essential analysis on the region's economics, foreign policy, and what's actually happening on the ground
add a skeleton here at some point
9 days ago
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Linda
Steve Rattner
9 days ago
Interestingly, while economic indicators are relatively stable, consumer confidence has been steadily dropping. My
@morningjoe-msnow.bsky.social
Chart
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Yardeni Research
10 days ago
Powell dodged questions seven times saying he has nothing for you. With the economy strong and no forward guidance, expect no rate changes at his final meetings. 🟢 Open
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Powell Says: ‘I Have Nothing On That For You’
Fed Chair Jerome Powell didn't have much to say at his press conference today. He deflected several questions about the transition as his term as Fed chair ends on May 15. He refused to comment on President Donald Trump's potential pick to replace him or the President's public criticisms of
https://quicktak.es/a1rl
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Linda
it’s me, aubrey plaza accord
10 days ago
new boring ATHs. FOMC over (nonevent). megas reactions aren't causing any damage. and yet Feb VX is still .75 higher than Jan 9th level
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Federal Reserve
10 days ago
Chair Powell reads opening statement at the
#FOMC
press conference on January 28, 2026:
youtu.be/Q3Z4egDQlk0
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FOMC Press Conference January 28, 2026: Chair Powell quote #shorts
YouTube video by Federal Reserve
https://youtu.be/Q3Z4egDQlk0
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Linda
Dave Waters
11 days ago
What a time to own non-US Dollar assets. (Please don't ask me about all those years I spent owning European equities and earning nothing.)
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Linda
George Pearkes
10 days ago
<5 mins to Fed
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Ed Bradford
10 days ago
Don't see how today's FOMC statement/presser can be market moving. Near term it's all about Trump's chair choice and the confirmation hearings. Thoughts?
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Linda
Bank of Canada
10 days ago
⏰ Happening soon. Our next interest rate decision is happening today at 9:45 AM (ET). https://bit.ly/4bq0meQ
#economy
#cdnecon
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Bank of Canada interest rate announcement and release of the Monetary Policy Report
On Wednesday, January 28, 2026, the Bank of Canada will announce its decision on the target for the overnight rate. A press release will provide a brief explanation of the decision. The Bank will also...
https://bit.ly/4bq0meQ
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Linda
Mill Street Research
10 days ago
A very strong report from ASML (big Dutch semi equipment maker) is joining news from Seagate and Texas Instruments to boost Tech this morning. So some AI "picks and shovel makers" are doing well, will see when Microsoft and Meta report after the close how the "gold miners" are doing.
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Beth Stanton
10 days ago
#TreasuriesToday
: Yields little changed, off session highs. Contracts for FOMC decisions are priced for no rate change at 2pm, 25bp cut by July & probably another by year-end. Ahead: $44b 7Y auction Thurs, month-end index rebalancing Fri (0.05yr duration increase estimated).
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Our Fed Meeting Day feed is live. Follow for real-time reaction & analysis as Jerome Powell's Federal Reserve makes a pivotal rate announcement under the most intense scrutiny ever. Please repost for reach 👍
bsky.app/profile/did:...
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10 days ago
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"baseball hats"
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11 days ago
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Linda
Blind Squirrel Macro
11 days ago
I know that most of you were not watching CNBC at 8pm EST on Xmas Day, but EU/India trade deal before US/India trade deal was a 🐿️ call. See below for the receipts.
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Everybody got their S&P 7000 and Dow 50,000 baseball hats ready for tomorrow?
11 days ago
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Linda
Bird FKA "Birb"
11 days ago
It seems that the vibe is finally shifting over here. Are things... getting better? Is it true that Good Work is done slowly over time, often in increments that the Human Brain cannot comprehend until it's happened?
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Linda
Mike Zaccardi, CFA, CMT
11 days ago
One of my fav charts..
#$FCNTX
vs
#$IWF
Steady/slightly negative alpha since 2008. Just coasting and hugging the index... the ultimate victory lap!
add a skeleton here at some point
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Linda
Mr Market Miscalculates 🇪🇺🇺🇦🏴☠️
11 days ago
Definetely one of my next books, only because it's not out until next autumn
@robinwigglesworth.ft.com
All info here:
btfd.substack.com/p/im-back-ish
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Longtime bulled-up PMs peacing out is a bearish signal
add a skeleton here at some point
11 days ago
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Linda
Librarian Capital
11 days ago
Third Point sends letter to CoStar
#$CSGP
Board "Our standstill period expired at midnight" Third Point will propose own slate of directors "The reconstituted board should immediately consider strategic alternatives for Homes dot com and related RRE businesses" Our view: Lower threat to
#$RMV
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Barchart
11 days ago
UnitedHealth
#$UNH
Obliterated 📉📉
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A+ follow here for market strategy and macro insights - Mill Street is an independent research firm aimed at institutional investors
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11 days ago
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