Newsletter Subject

Winning the War on Inflation

From

wallstreetoasis.com

Email Address

wallstreetoasis@wallstreetoasis.com

Sent On

Wed, Apr 5, 2023 11:37 AM

Email Preheader Text

Apr 05, 2023 | Peel #434 Silver banana goes to... Market Snapshot Happy Wednesday, apes. Well, marke

[The Daily Peel... ]( Apr 05, 2023 | Peel #434 Silver banana goes to... [Techvestor. ]() Market Snapshot Happy Wednesday, apes. Well, markets continued to do what they’ve done for almost a full year now during yesterday’s session – bore the sh*t out of u- I mean, move sideways but mostly down. Equities had a rocky day with a few of the enormous tech lifeboats like Amazon, Alphabet, and Google putting in all the work to make sure your portfolio didn’t suffer too much. Markets appear to be gearing up for the next major catalyst, set to print on Friday when we take a peak at the March jobs report. Stay tuned. Meanwhile, of course, treasuries continued to give us the ol’ razzle-dazzle while the U.S. Dollar sank below 101.5 in the DXY. 2-year treasuries finished the day staunchly below 3.9% as the notes continued to trade wildly amid a wild backdrop. Let’s get into it. Passively Invest in Short-Term Rentals (like AirBnbs) [image]() Techvestor makes passively investing in short-term rentals EASY. Invest in a diversified portfolio of short-term rentals across the U.S for as little as $25k. You invest, we do the rest. What you'll get: - 8%+ Annual Cashflow - 17%+ Annual Return (AAR) - All the tax advantages (hell yeah!) - You can stay in any of our 100+ properties as a perk! [Speak with our Investor Relations team]() *All numbers are projected and at the deal level. They are not an indicator of future performance. Banana Bits - Not to get political, but let’s get political as a certain former President was [engaged in a certain thing]() yesterday (was that unbiased enough??) - There was a big scare for depositors there for a while, but execs at Signature Bank [had the bag secured]() the whole time - In just about every currency not called the U.S. Dollar, gold has reached new all-time highs…this [same accolade in USD]() could be coming soon - Jamie Dimon continues his pursuit to literally be Warren Buffett in dropping his latest [annual letter to shareholders]() with a whole lot of opinions on a whole lot of stuff Macro Monkey Says Just Chill The absolute mayhem in financial conditions and markets experienced over a few weeks or even days last month certainly spooked investors. But, apparently, so did others, too. Yesterday, the Commerce Department reported the latest figures on factory orders and, all too similar to the data reported yesterday, did not make us feel good about the economy. To be clear, when considering factory orders as a reflection of the overall economy, it has more lag than trying to play Smash on a 3G network. In February (yes, February), new factory orders declined 0.7% after declining by a revised 2.1% in January. It’s less of a decline than we started with this year, but call us when this starts moving in the right direction. As the name implies, orders for new [insert anything that gets manufactured] have fallen off hard this year, showing clear signs of a weakening production backlog. Meanwhile, other data released yesterday joined hands with new factory orders and further suggested a present decline in activity. JOLTS reports from yesterday show that, for the first time in two years, there are less than 10mn open jobs in the United States right now. Clocking in at 9.93mn, available positions haven’t been this scarce since May 2021. Rumors say that JPow is currently snorting coke off a toilet seat in celebration. To sweeten the pot even more, the ratio of open positions to unemployed workers has been hovering right around 2.0 for much of the last few years. With these latest figures, that reading falls to around 1.68, forcing JPow to rip another line. Sure, both of these metrics would suggest slowing growth and usually imply no-good, very-bad news for an economy, but Powell and the FOMC’s goal has explicitly been exactly for this: to slow down demand, especially for goods and, most of all, labor. A decrease in labor demand typically precedes a decrease in labor cost (aka wage) growth as demand for that labor declines. In case you live under a thousand rocks, you know that wage-push inflation has been a, if not the primary driver of cost pressures over this past year, so to someone like JPow fighting the good fight against inflation, this is as good as it gets. And it’s clear the market sees this too. Rate hike expectations for the Fed’s May meeting flipped a switch, with odds of a no-hike outcome going from ~42% yesterday up to nearly 60% at the time of writing. To Mr. Market, rate hikes are kind of like homework; they make him have to work harder and honestly just overall kill the vibe. So, the fewer of those there are, the happier Mr. Market is. But hey, with a whole month before that next potential move in rates, literally anything from an earthquake to an alien invasion could occur, and we wouldn’t be even mildly surprised. Let’s see how this plays out. What's Ripe AMC Entertainment ($APE) ↑ 13.51% ↑ - You are currently looking at the only company in the world so fake and so f*cked that it’s probably the one single company that could have one tranche of shares gain 13.5% while another loses 23.5%. - But that’s what happened yesterday. Basically, the company was able to reach a settlement (somehow) to convert its preferred shares, traded under the ticker $APE, into common equity and dilute the sh*t out of themselves. - As a result, analysts now expect the prices of each share class to converge until $APE becomes normal $AMC. So, the only question is, you buying? Butterfly Network ($BFLY) ↑ 21.39% ↑ - The maker of high-tech ultrasound technology exploded on a big thumbs up from the Food and Drug Administration, the agency that just okayed the company’s AI-powered tool for assessing lung health. - I’m not even gonna try to explain what an Auto B-Line Counter is (because I don’t get it), but apparently, it’s faster and more accurate at detecting lung conditions, according to recent studies. - Shares traded well over 3x their normal volume on the day, and I’m sure you can guess what direction that was heading in. What's Rotten C3.ai ($AI) ↓ 26.34% ↓ - It might’ve been as bad as the Hindenburg, but damn did C3.ai really come down in flames yesterday. - As the forerunner of the current AI hype cycle among publicly traded equities, shares have ripped well over 120% already just this year. But, according to short-selling firm Kerrisdale Capital, it’s all bullsh*t. - Shares absolutely tanked more than 1/4th of Monday’s closing value as Kerrisdale alleges drastic accounting flaws in the company’s financial statements, according to a letter sent from the Wall Street villains to C3.ai’s auditors (Deloitte). - This isn’t the start of the beef either. Back in March, the same short-sellers published an admonishing report of C3.ai’s fundamentals, claiming that “all signs point to further weakening….” But hey, with a stock ticker like $AI in 2023, the artificial intelligence provider ain’t losing out too much. Virgin Orbit ($VORB) ↓ 23.20% ↓ - Props to Virgin Orbit for literally going bankrupt and still performing better this week than C3.ai did yesterday alone. - But that’s about all the props the company can afford for now. Virgin Orbit, billionaire Richard Branson’s satellite launch company, filed for Chapter 11 bankruptcy yesterday. To be fair, that ain’t as bad a Chapter 7 bankruptcy, where a company officially pulls the trigger on itself, but it’s def not bullish. - Virgin Orbit is also just…weird. I mean, their satellite launch strategy is to strap that satellite to basically a Boeing 747 and launch them at high altitudes. I’m no scientist, in case that wasn’t obvious, but maybe being special and different like that isn’t as chill when rates are at 5%. Thought Banana Finland is In-Land 74 years ago yesterday, the North Atlantic Treaty Organization, aka NATO, was formed in the aftermath of WWII and preceding the Cold War. Then, there were 12 founding member nations. As of yesterday, there are now 31. That’s because yesterday, Finland officially joined the Western military alliance, adding roughly 832 miles to NATO’s combined border with Russia. Wait, speaking of Russia… On December 26, 1991, the Soviet Union officially collapsed as the “Supreme Soviet” of the country declared the nation dissolved. Since then, a whole lot has changed. Specifically, what has changed is that NATO and the newly re-formed Russia went from not trusting each other to wanting to see each other SHIFT+DLT’d from the map. Several treaties and other agreements were signed in the few decades since, with one of them being a commitment from NATO to Russia about expanding “not one inch eastward.” 33 years after that phrase was coined, it’s clear that was complete cap, and Finland’s recent addition to the militaristic group chat is the biggest move yet. Prior even to NATO’s formation, the cold yet apparently [very happy]() country was permitted to maintain strategic non-alignment with really anyone. In a major blow to Russia and its current aspirations, Finland forever severed that stance in yesterday’s historic addition to the military alliance. But of course, Russia isn’t gonna take a flex this fat lying down. So far, the world’s geographically largest nation has simply vowed “countermeasures,” but given how the country’s invasion of Ukraine has played out so far, that doesn’t exactly narrow it down too much. Regardless, the odds of any kind of lethal “countermeasures” on NATO soil, no matter how new the membership is, remains extremely low thanks to Article 5 of NATO’s defense clause, which states that an attack on one member is an attack on all and acts as a guarantee of alliance-wide (but mostly American) support in the conflict is certain. Allegedly, Sweden will officially be following its northern European neighbor into NATO soon, but as they’re separated from Russia by, well, Finland, it’s a far less urgent matter…given Russia’s recent behavior with neighboring countries… The big question: How will Finland’s addition to NATO shift the outcome of the war in Ukraine and impact geopolitics in the years to come? Will Finland’s giant love and commitment to its military (including mandatory conscription for men) make a significant impact on NATO’s collective strength? Banana Brain Teaser Yesterday — Looks like water, but it’s heat. Sits on sand, and lays on concrete. People have been known to follow it everywhere. But it gets them no place, and all they can do is stare. What is it? A mirage. Today — It’s 150 bananas off the [Private Equity Master Package]( for the first 3 correct respondents. LFG! I repeat only the last word you say. The more I repeat, the softer I get. I cannot be seen but can be heard. What am I? Shoot us your guesses at [vyomesh@wallstreetoasis.com](mailto:vyomesh@wallstreetoasis.com?subject=Banana%20Brain%20Teaser) with the subject line “Banana Brain Teaser” or simply [click here to reply!](mailto:vyomesh@wallstreetoasis.com?subject=Banana%20Brain%20Teaser) Wise Investor Says “Geopolitics is the study of how geography, politics, and economics interact to shape the fate of nations and peoples. As an investor, it’s essential to keep a keen eye on geopolitical developments, as they can have a profound impact on the markets and the global economy.” — Ian Bremmer How would you rate today’s Peel? [All the bananas]( [Decent]() [Rotten AF]() Happy Investing, Patrick & The Daily Peel Team Was this email forwarded to you? Sign up for the WSO Daily Peel [here](). [ADVERTISE]( // [WSO ALPHA]( // [COURSES](=) // [LEGAL](=) Don't want The Daily Peel? [Unsubscribe here](=). Click to [Unsubscribe]( from ALL WSO content IB Oasis Corp. (aka "Wall Street Oasis") 20705 Saint Charles St Saratoga, California 95070 United States

EDM Keywords (221)

yesterday years year wwii writing would world work winning weird weeks week weakening war wanting want vibe unsubscribe ukraine trying trusting trigger time take switch sweeten sure suggested suffer study strap stay states started start stare stance special softer slow similar signed sign shareholders shape sh separated seen see scientist say satellite sand russia rest repeat reflection reach ratio rates question pursuit props projected probably print prices preceding powell portfolio plays played place phrase permitted peoples peel peak outcome others opinions one okayed officially odds obvious numbers newly new nato nations much mostly monday might membership mean maybe matter markets march maker make losing live little literally let less lays launch last lag labor known know kind keep jpow january investor invest invasion inflation indicator honestly hindenburg hey heard heading hard guesses guess guarantee goods good goal given gets get gearing friday formed formation forerunner food fomc following follow flex finland fewer fed fate faster far fallen fake fair explicitly explain expect expanding execs exactly everywhere essential equities engaged economy earthquake dropping done direction dilute depositors demand def decrease declining decline day damn country could convert converge conflict company commitment come coined clocking click clear chill changed celebration case cannot called bullsh basically bad attack apparently also almost agreements agency aftermath afford addition acts accurate according accolade able 3x 31 25k 2023

Marketing emails from wallstreetoasis.com

View More
Sent On

03/12/2024

Sent On

02/12/2024

Sent On

12/08/2024

Sent On

17/07/2024

Sent On

16/07/2024

Sent On

15/07/2024

Email Content Statistics

Subscribe Now

Subject Line Length

Data shows that subject lines with 6 to 10 words generated 21 percent higher open rate.

Subscribe Now

Average in this category

Subscribe Now

Number of Words

The more words in the content, the more time the user will need to spend reading. Get straight to the point with catchy short phrases and interesting photos and graphics.

Subscribe Now

Average in this category

Subscribe Now

Number of Images

More images or large images might cause the email to load slower. Aim for a balance of words and images.

Subscribe Now

Average in this category

Subscribe Now

Time to Read

Longer reading time requires more attention and patience from users. Aim for short phrases and catchy keywords.

Subscribe Now

Average in this category

Subscribe Now

Predicted open rate

Subscribe Now

Spam Score

Spam score is determined by a large number of checks performed on the content of the email. For the best delivery results, it is advised to lower your spam score as much as possible.

Subscribe Now

Flesch reading score

Flesch reading score measures how complex a text is. The lower the score, the more difficult the text is to read. The Flesch readability score uses the average length of your sentences (measured by the number of words) and the average number of syllables per word in an equation to calculate the reading ease. Text with a very high Flesch reading ease score (about 100) is straightforward and easy to read, with short sentences and no words of more than two syllables. Usually, a reading ease score of 60-70 is considered acceptable/normal for web copy.

Subscribe Now

Technologies

What powers this email? Every email we receive is parsed to determine the sending ESP and any additional email technologies used.

Subscribe Now

Email Size (not include images)

Font Used

No. Font Name
Subscribe Now

Copyright © 2019–2025 SimilarMail.