Do you want the keys to the Value Vault?Simply send an email to firstname.lastname@example.org
Tag CloudAAPL ABCT Ackman Austrian Economics bitcoin Blogs books Bubbles Buffett business Case Study Competition Demystified Contrarian Cuba Deep Value Economies of Scale economy Federal Reserve Franchises Gold Gold Stocks Graham Greenwald History inflation James Grant Klarman Learning Lectures miners Mises money Munger Politics Risk ROIC Rothbard Strategic Logic Strategy The Fed valuation Value Investing Resources Value Vault Videos WMT
PRESENTS BEHIND-THE-SCENES DOCUMENTARY OF A DAY ON WALL STREET FROM OPENING GONG TO CLOSING OF THE DAY’S TRADING IN THE STOCK MARKET. FURIOUS PACE OF NEW YORK & AMERICAN STOCK EXCHANGES AND COMMODITY TRADING MARKETS AS LEADING BROKERS AND TRADERS EXPLAIN THEIR BUYING AND SELLING PHILOSOPHIES WITHOUT INTERRUPTING THEIR ACTIVITIES ON THE FLOOR. This covers the history of the stock market mostly from 1920 to 1960. Fascinating.
It’s the short squeeze of a vegan’s paradise. Shares of Beyond Meat (NASDAQ:BYND) jumped another 21% yesterday on an earnings beat, or really a loss beat, the company losing only $6.6 million on total net revenues of just over $40 million. The company now has a market cap of over $9 billion, and short borrowing costs keep rising. 51% of the company’s float is still being held short, which means the short squeeze can continue if the positions can’t be maintained, which would be especially relevant if the broader market starts to fall while Beyond keeps rising. There is about $800 million left in short positions on the stock. The short side is down about $400 million since January, while the stock is up about 650% since its IPO at $25.
Daniel Lacalle@dlacalle_IAQE is disinflationary because it perpetuates overcapacity and unproductive debt, yet it is massively inflationary on risky assets because the objective is to make rising government spending cheap. Hypernflation created in financial assets as sovereign bonds artificially inflated