Financial Gurkha

/financialgurkha20

Explore the world of investing - onchain and offchain- with the best insights from Financial Gurkha. financialgurkha.com

For the first time in 8 months, CPI has not risen up Month over Month. And summer is only beginning.
Soon as shelter and Transportation inflation comes back, Boom Boom Market is up!!!

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The last time I went to a Starbucks they were out of cold brew. Can you imagine ? And the stock is down 40%.
Whew!!! What an opportunity right in front of our eyes.
And just how many words can you type here ?
An excerpt from Scott , a very early employee at Uber on how Uber managed to get both rides and customers satisfied in their early days.
I got it from X.
The Lummis-Gillibrand Payment Stablecoin Act, landmark bipartisan legislation that creates a clear regulatory framework for payment stablecoins that will protect consumers, enable innovation and promote U.S. dollar dominance while preserving the dual banking system
Got questions? Need advice? Need research/analytic help? Join my Alfafrens and text me directly there
https://www.alfafrens.com/channel/0x1AcD39B41003D91233B2b443eFaE13F9110D5233
Starbucks declined 17% today. The company's revenue had barely bulged.
A common-size Income Statement shows new earnings decline by more than 140 basis points while at the same time showing a 120 basis point favorable impact in production and distribution.
SBUX is going through major regulatory and union issues.
To the companies the prioritized foreign over domestic, you better look back for all the opportunities and love you have here. I am looking at you, Starbucks!!!!
Would love to have one around where I live but I gotta go on a 10-minute drive.
So many artisan coffee shops and a few opened last year, and the impact on SBUX has been so minimal.
BECKY power, 24 hour!!!
FOMC is out. Federal Reserve under Chair Jerome Powell kept interest rates steady at 5.25%-5.5% range. The FED has signaled a reduction in their Quantitative Tightening activity by reducing the pace of asset reduction from $60bn to $25bn.
During COVID, the FED flipped QE to QT in 3 months. See the timeline below.
In the first quarter of 2024, MicroStrategy purchased 25,128 BTC @ 65,238/coin bringing their total BTC holdings to 214,278 BTC.
Microstrategy effectively holds >1% of all BTC available.
Michael Saylor is a legend.
GM fam.
Today, we bring statistics on Japan's purchase of US T-bills.
Japan purchased more than $150bn in US-Tbills in the first quarter of 2024.
American debt has not been this attractive for a very long time and the spread is closing down with even developing economies.
#financesunday
Meta anticipates almost $100bn in expenses for 2024 , $40bn will go for CAPEX., $16bn for repurchase and dividends.
Not every company gets to innovate on multiple fronts: META has AR and AI.
Will META reduce repurchase activity or look towards capital market for LT debt?
Is this a discount @brokecollegeguy.eth ?
I don’t feel so good, Mr. Stark.
Why are GOLD prices rising?
-> Chinese speculators are super bullish and are betting heavy. LONG Gold positions in the Shanghai Futures Exchanges have reached >290K contracts.
-> Emerging markets have increased GOLD holdings as reserve assets
https://www.ft.com/content/caefcd1a-3223-4cf4-bc80-349c5745b7ea
How did TESLA stock rise aftermarket despite performing worse than expected ?
Read the highlights: waves of growth, a strong balance sheet , strong product roadmap.
Was Tesla stock way oversold prior to earnings? What do you think ? Comment below !
Tesla stock is up 10% after missing the earnings. What actually happened?
💲 Spent >1bn for AI infra. in Q1 2024,
🆙 Record production of 1000 CYBERTRUCKS per week,
⬇️ -13% revenue decrease
Operating expenses ⬆️ 37%,
EBITDA ⬇️ 21%
TSLA is sitting at Cash and Equivalents of $26.9bn.
The April Financial Stability Report is OUT.
While there's a lot of worry about the size of the US debt market, take a closer look at the entire American asset market.
The equity market is twice the size of the treasury market. And it's grown 22% just last year.
@giu
March 2024 inflation report is up. What's cheaper compared to last year?
1. Used Cars
2. Fuel Oil (Petrol, diesel, and sutff)
3. Piped Gas (your home heating heating gas)
What's Expensive?
1. Shelter (Rent, Houses)
2. Transportation Services
3. Food
Here's the full list.
Welcome onboard, Gurkhas! I'm glad you made it here!
The channel the current on-chain home of financialgurkha.com
We plan on being Onchain top to bottom very soon.
We're all here for the Alpha.
Join us, stay tuned.