PeterBerezinBCA (@peterberezinbcb) 's Twitter Profile
PeterBerezinBCA

@peterberezinbcb

Chief Global Strategist and Director of Research Formerly with Goldman Sachs

ID: 1848294437627015168

calendar_today21-10-2024 09:25:33

444 Tweet

69 Takipçi

130 Takip Edilen

FinChat (@finchat_io) 's Twitter Profile Photo

Amazon is currently trading around its lowest multiple ever. Current EV/EBIT: 31x Why wouldn't Amazon beat the market over the next 10 years? $AMZN

Amazon is currently trading around its lowest multiple ever.

Current EV/EBIT: 31x

Why wouldn't Amazon beat the market over the next 10 years?

$AMZN
Robin Brooks (@robin_j_brooks) 's Twitter Profile Photo

The price to pay for being a weak hegemon: instead of standing up to the high-debt Euro zone, Germany allowed the ECB to become a quasi-fiscal entity that periodically caps these countries' yields. That erodes German safe haven status. Look at Germany (lhs) vs Switzerland (rhs).

The price to pay for being a weak hegemon: instead of standing up to the high-debt Euro zone, Germany allowed the ECB to become a quasi-fiscal entity that periodically caps these countries' yields. That erodes German safe haven status. Look at Germany (lhs) vs Switzerland (rhs).
Qualtrim (@qualtrim) 's Twitter Profile Photo

AWS’s backlog is almost 2x Google Cloud’s: - AWS → $195B - Google Cloud → $108B Has Amazon's scale become under-appreciated? $AMZN $GOOGL

AWS’s backlog is almost 2x Google Cloud’s:

- AWS → $195B
- Google Cloud → $108B

Has Amazon's scale become under-appreciated?

$AMZN $GOOGL
Jurrien Timmer (@timmerfidelity) 's Twitter Profile Photo

With the current Chair in his final months at the helm of the Fed, speculation continues to abound about whether the post-Powell Fed will engage in some form of financial repression in order to accommodate the ever-rising debt burden.  If so, it’s worth remembering what the Fed

With the current Chair in his final months at the helm of the Fed, speculation continues to abound about whether the post-Powell Fed will engage in some form of financial repression in order to accommodate the ever-rising debt burden.  If so, it’s worth remembering what the Fed
Gold Predictors (@goldpredictors) 's Twitter Profile Photo

#Gold breaks out of decades-long resistance! Symmetrical triangle resolved with a massive upside move, clearing both horizontal and trendline barriers. Price has blasted past $3,500, signalling a new phase in the long-term bull cycle.

#Gold breaks out of decades-long resistance!

Symmetrical triangle resolved with a massive upside move, clearing both horizontal and trendline barriers.

Price has blasted past $3,500, signalling a new phase in the long-term bull cycle.
Qualtrim (@qualtrim) 's Twitter Profile Photo

The hyperscaler race is accelerating. - Oracle → $452B RPO - Microsoft → $297B RPO - Amazon → $196B RPO - Google → $108B RPO Is this demand a bubble, or the real deal? $ORCL $MSFT $AMZN $GOOGL

The hyperscaler race is accelerating.

- Oracle → $452B RPO
- Microsoft → $297B RPO
- Amazon → $196B RPO
- Google → $108B RPO

Is this demand a bubble, or the real deal?

$ORCL $MSFT $AMZN $GOOGL
Kathy Jones (@kathyjones) 's Twitter Profile Photo

Real personal spending rose by 0.4% in August. After yesterday’s upward revision to 2Q GDP personal consumption, it looks like the consumer remains resilient.

Real personal spending rose by 0.4% in August. After yesterday’s upward revision to 2Q GDP personal consumption, it looks like the consumer remains resilient.
Bourbon Capital (@bourboncap) 's Twitter Profile Photo

11 Stocks to Buy and Hold for the Next Decade 1. Amazon $AMZN Amazon remains a global powerhouse across cloud, logistics, and retail, and is expected to maintain this leadership into the next decade through aggressive expansion in India, Latin America, and the Middle East. AWS

11 Stocks to Buy and Hold for the Next Decade

1. Amazon $AMZN

Amazon remains a global powerhouse across cloud, logistics, and retail, and is expected to maintain this leadership into the next decade through aggressive expansion in India, Latin America, and the Middle East.

AWS