Auto Loan Delinquency Rate is at its highest level in 14 years 🚨

BEWARE: Housing defaults have just hit the highest levels since 2011 This is not looking good.

Adobe is currently spending all of its free cash flow (and then some) on share buybacks. LTM Free Cash Flow: $9.4 billion LTM Repurchases: $12.3 billion $ADBE

ALERT: 🚨 Wage growth in the United States sees it's LARGEST INCREASE in 60 years.

$GOOGL IS NOW THE MOST PROFITABLE COMPANY IN THE WORLD WITH $111B IN ANNUAL NET INCOME

I believe $AMD will soon be my first 100X pick, but I also believe it won’t stop there. In 10 years time I think we’ll be talking about a 1000X return from my 2014 purchase.

Stocks Near 52 Week Lows: ASML $ASML - $755 LVMH $LVMH - $515 Lockheed Martin $LMT - $470 Thermo Fischer $TMO - $395 Adobe $ADBE - $375 Elevance Health $ELV - $370 Home Depot $HD - $350 UnitedHealth $UNH - $300 Accenture $ACN - $285 Lululemon $LULU - $228 FedEx $FDX -

UnitedHealth $UNH: Insider Purchases 2007 to 2025

$UNH is half the price it was only a few months ago, a price not seen since since 2020.

$UNH trades at a single digit EV/EBITDA, makes $27B post capex free cash flow, debt/EBITDA about 2x. Seems very risk adjusted on the cash monster

The warning from the „Economists“ has the potential to become a meme 😁 Comrades, free market works, and it works really fast.

🚨BREAKING: Argentina’s Poverty Rate Drops from 54.8% to 31.7% in 18 Months Under Javier Milei

Lululemon is buying back more stock than it ever has. They repurchased $1.8 billion worth of shares over the last 12 months. That's equal to 6.4% of their current market cap. Value play or value trap? $LULU

37.6x SPX CAPE Shiller P/E Ratio Can we retire this metric yet?

🚨Bloody hell: The delinquency rate on US commercial mortgage-backed securities (CMBS) for offices SURGED to 11.1%, a new ALL-TIME HIGH. Office CMBS delinquencies have now exceeded post-Great Financial Crisis levels. The commercial real estate crisis is STILL getting worse.

Now that the budget bill has passed Congress, we can see what the projections look like for deficits, government debt, and debt service expenses. In brief, the bill is expected to lead to spending of about $7 trillion a year with inflows of about $5 trillion a year, so the debt,

Money supply continues to grow and will accelerate in the coming years. Seems like congress can’t cut enough to slow this train. You need Earnings Power!! What are some cash flowing stocks people can’t live without.

🚨The Shiller P/E ratio on the S&P 500 is higher than it has been 96% of the time in history - EXTREMELY expensive. The price to the last 10 years of earnings average, adjusted for inflation, is 38x, the 2nd-highest since the Dot-Com Bubble. 👇 globalmarketsinvestor.beehiiv.com/p/the-us-stock…

$CRM valuation has halved. Might be time to look into this cash machine

$CRM Free Cash Flow Margin is approaching 35% with no debt and still growing.