4 bagger from here.
Category Archives: Finance
Colin Powell, military leader and first Black US secretary of state, dies after complications from Covid-19 – CNNPolitics
Colin Powell, the first Black US secretary of state whose leadership in several Republican administrations helped shape American foreign policy in the last years of the 20th century and the early years of the 21st, has died from complications from Covid-19, his family said on Facebook. He was 84. — Read on http://www.cnn.com/2021/10/18/politics/colin-powell-dies/index.html
Interesting…
Wow. We can’t even do nice things anymore.
WTF? $AAPL took down a Quran app and a Bible app in China on the request of Chinese officials
Apple told the BBC that Chinese officials had complained that the Quran and Bible apps broke laws on hosting illegal religious texts. — Read on http://www.msn.com/en-us/money/other/apple-took-down-a-quran-app-and-a-bible-app-in-china-on-the-request-of-chinese-officials/ar-AAPyNqz PC Take: And people still think China doesn’t have Apple by the balls? Guess again.
Yes, AirPods coming 🐦
From PED, a note to clients by analyst Daniel Ives that landed on my desktop Friday. — Read on http://www.ped30.com/2021/10/16/apple-wedbush-ives-m1x/
Buy $GIG here.
Just because we’re gonna try and moon it. I don’t even know what they do. I just like the ticker.
From the Desk of Liberty Veritas…
Numbers and polls that should be a wake up call for everyone. On Wednesday the AP reported the following: “…The U.S government said Wednesday it expects households to see their heating bills jump as much as 54% compared to last winter” CNBC reported the following: “Oil prices are up more than 65% this year soContinue reading “From the Desk of Liberty Veritas…”
$JBHT going to $240…
#gitsum
Load $FUBO here…
Buy this now…
Apple Earnings Date
LA City Council Corrupt?
No. Can’t be… But wait. It’s gets better. Dean of USC School of Social Work? The hypocrisy is so thick, I can’t breathe. #GETFVCKED
WTF?
sports.yahoo.com/dodgers-opt-start-corey-knebel-182345194.html
Carr chimes in.
Laura Martin’s Apple investment thesis | Philip Elmer‑DeWitt
The best way to think about AAPL… is through the lens of 1B+ of the wealthiest consumers in the world using AAPL devices 3-5 hours per day. — Read on http://www.ped30.com/2021/10/14/laura-martin-apple-thesis/ Papi Chulo’s Take: Pretty spot on.
First They Drop the Stock with an Unsubstantiated Bullshit Rumor. Then Say, “Our Bad”
(Bloomberg Businessweek) — The havoc besetting global trade is lapping at the feet of Apple Inc. $AAPL The world’s most valuable company looks set to cut production targets for its new flagship smartphone, the iPhone 13, by 10 million units, Bloomberg News reported on Tuesday. — Read on http://www.bloombergquint.com/onweb/the-global-chip-crisis-is-a-blip-for-mighty-apple Papi Chulo’s Take: It’s time toContinue reading “First They Drop the Stock with an Unsubstantiated Bullshit Rumor. Then Say, “Our Bad””
Skilled Cat reiterates Jakks Pacific $JAKK on a Green Xmas…
– Company underlying business is undervalued. – Channel checks indicate Licensed and Organic brands are seeing strength. – At least two companies are circling the company with take-out talks in the high 20s. – Management won’t entertain an offer unless it’s significantly higher. – Supply chain intact. Management are grizzled operators and veterans of industryContinue reading “Skilled Cat reiterates Jakks Pacific $JAKK on a Green Xmas…”
“An Unidentified Source Told Bloomberg?”
I, Victor Castrol, an identified source, is telling you what Tim Cook will say on the earnings call, or sooner, at the keynote. “Like every iPhone before this, we have a supply/demand imbalance that we are working hard daily to correct. We attribute that to the fact that customer satisfaction for the entire line isContinue reading ““An Unidentified Source Told Bloomberg?””
One More Thing Coming…
From MacRumors’ “October 18 Apple Event Announced – Unleash the M1X MacBook Pros!” posted Tuesday. — Read on http://www.ped30.com/2021/10/12/apple-mac-invite-10-18-21/ Papi Chulo Take: There’s One More Thing coming…
Her Body is a Map of LA
youtube.com/watch I wanna drive…
Why not Gus Bradley?
sports.yahoo.com/who-is-rich-bisaccia-heres-what-we-know-about-raiders-interim-head-coach-replacing-jon-gruden-155007501.html
‘I have threesomes with God and I’m having the best sex of my life’ OnlyFans star Nita Marie tells This Morning
ONLYFANS star Nita Marie has told This Morning that she’s having “the best sex of her life” thanks to her “threesomes with God”.It comes after t — Read on http://www.the-sun.com/entertainment/tv/3833485/threesomes-god-sex-onlyfans-nita-marie-this-morning/ PC Take – Why stop at just God? Call Jesus, Moses and the Apostles.
Brazil’s Bolsonaro says he is ‘bored’ by questions on COVID-…
BRAZIL-POLITICS/:Brazil’s Bolsonaro says he is ‘bored’ by questions on COVID-19 deaths — Read on news.trust.org/item/20211011202736-kdvw8 PC Take – So he’s bored to death?
Philly Fans Arrested for Having Sex at Eagles-Panthers Game
If you’re sick of watching people get arrested for fighting at sporting events, two Philadelphia Eagles fans were reprimanded for a more pleasurable act. — Read on http://www.mediaite.com/sports/watch-philly-fans-get-arrested-for-having-sex-in-bathroom-stall-during-eagles-panthers-game/ PC Take – The Eagles suck so bad, fans are fucking in the bathroom to entertain themselves.
In Other News, Dimon Wants $BTC.X…
Geomagnetic storm warning as solar flare expected to directly hit Earth today | Science & Tech News | Sky News
An alert was published by the US National Oceanic and Atmospheric Administration which warned the geomagnetic storm could cause power grid fluctuations with voltage alarms at higher latitudes, where the Earth is more exposed. — Read on news.sky.com/story/geomagnetic-storm-warning-as-solar-flare-expected-to-directly-hit-earth-today-12431243 PC – Um, did someone bury the lede?
Wow. And Bauer is still a Dodger.
sports.yahoo.com/sharks-leave-evander-kane-off-of-opening-day-roster-for-2021-22-nhl-season-000959149.html
Smart Kids…
56m Domestic Bond is a bust
Not sure what everyone is crowing about. PS – The silver lining is ticket seat revenue cap rates were perhaps highest ever.
Geniuses – 18 former NBA players charged in $4 million health care fraud scheme
Genius Glen “Big Baby” Davis, who won an NBA title with the Boston Celtics, and former high school sensation Sebastian Telfair are among the defendants. — Read on http://www.today.com/news/18-former-nba-players-charged-4-million-health-care-fraud-t233593
Apple’s new Hollywood digs | Philip Elmer‑DeWitt
From Kirsten Chuba’s “Apple Plans Major Culver City Office Expansion” posted Friday by the Hollywood Reporter. — Read on http://www.ped30.com/2021/10/10/apple-hollywood-culver-city/ PC Take: #dumb. Shoulda bought CBS Studio Center from $VIAC on #radford in #StudioCity
Papi Chulo Fight Predicts
Take Fury KO rounds 6 – 9 And Wilder Decisión.
Interesting How this Pops Up Right as Smith is on the Chopping Block. – WSJ
Jon Gruden Used Racial Trope to Describe NFLPA Chief DeMaurice Smith in 2011 Email – WSJ — Read on http://www.google.com/amp/s/www.wsj.com/amp/articles/jon-gruden-email-demaurice-smith-11633721045
🤣🤣🤣
I’ll Take Cancel Culture for $500 Mayim…
bleacherreport.com/articles/10014345-raiders-jon-gruden-used-racist-trope-to-describe-demaurice-smith-in-2011-email
You Don’t Say…
MICA of the Week…
From the Desk of LV:
And they call the GOP fascists. The democrats who control every branch of government are in favor of the following: Banks to inform the IRS of every transaction made by customers / citizens over $600.00. Parents who confront school board members and oppose the socialist, marxists, woke school curriculum to be investigated as “Domestic Terrorists”Continue reading “From the Desk of LV:”
Raiders’ Derek Carr Sends Message to Khalil Mack | Heavy.com
Derek Carr had some comments on his former Raiders teammate. — Read on heavy.com/sports/las-vegas-raiders/derek-carr-khalil-mack-message/ PC – ❤️❤️❤️
Boring Markets are Deadly Markets.
Put or Press $SQQQ into the weekend. Jan 22 ATM 8 or 9…
🔥🔥🔥
@NFL #NFTs #dropping #here
https://swee.ps/SNMlR_FnwhpRx #GetFvkced
Toni Sacconaghi asks: What’s Apple’s bull case? | Philip Elmer‑DeWitt
From a note to Bernstein clients that landed on my desktop Thursday. — Read on http://www.ped30.com/2021/10/07/apple-bull-case-sacconaghi/ Papi Chulo Take: @ped30 take is classic. Nobody has been more wrong in $AAPL than this hippie. Dude coulda had a negative cost basis and he owns one share. Hey kettle, you’re black. 😂😂😂
Dogs are Barking in NFL..
bleacherreport.com/post/sports-odds/a5ce241b-b804-4ae9-9547-3aaa5887e9dc
Fury vs Wilder Predicts
bleacherreport.com/articles/2949124-tyson-fury-vs-deontay-wilder-3-br-staff-predictions
Nice PR Move to Hire a Woman by “Letting” the Public Decide
sports.yahoo.com/alex-rodriguez-needs-a-new-partner-on-esp-ns-sunday-night-baseball-after-matt-vasgersian-leaves-235057013.html
$EA
#WTF
Why wasn’t Russia involved in the Mossad Ron Arad operation? – analysis https://www.jpost.com/middle-east/why-wasnt-russia-involved-in-the-mossad-ron-arad-operation-analysis-681141?utm_source=jpost.app.apple&utm_medium=share PC Take –
Visa drafts plan to reduce some fees that banks pay to Apple – WSJ (NASDAQ:AAPL) | Seeking Alpha
Visa <<V>> is planning to change the way it processes some Apple <<AAPL>> Pay transactions, as banks rebel against the fees they pay to Apple, the Wall Street Journal reports, citing… — Read on seekingalpha.com/news/3749097-visa-drafts-plan-to-reduce-some-fees-that-banks-pay-to-apple-wsj PC Take – #rohroh
#shocker $AAPL #AppleTV+ #comes in #last | Philip Elmer‑DeWitt
From Brandon Katz’s “State of the Streamer: Apple TV+ is Charting a Unique Path Through the Streaming Wars” posted last week by The Observer. — Read on http://www.ped30.com/2021/10/03/apple-tv-observer/ PC Take: as $NFLX #CEO stated, it’s a #marketing #platform #aka #alsoran #moneypit #expensive #experiment #newton #newton20 #lightyourmoneyonfire
Democrats offer array of options for passing stalled infrastructure, reconciliation bills | TheHill
Democratic lawmakers on Sunday offered numerous options for pathways for the potential to pass the stalled infrastructure bill and reconciliation package after failing to bring either key measures of the Biden administration to a vote in the — Read on thehill.com/homenews/news/575078-democrats-offer-array-of-options-for-passing-stalled-infrastructure
China Still Loves Apple, Politics Aside – Bloomberg
A push to embrace domestic products, and shun foreign ones, so far hasn’t affected the iPhone. Why? — Read on http://www.bloomberg.com/opinion/articles/2021-09-30/china-still-loves-apple-politics-aside Not for long…
Yeah, I’m Sure This is Nothing…
apple.news/ArgP0IoDRR1CODSfmVTuUOw On second thought, nah. They’re going in. $TSM should ask the US Government for Iron Domes. Good luck
From the desk of #LibertyVeritas: ROBINETTE INADVERTENTLY MAKES THE CASE AGAINST GOVERNMENT RUN #HEALTHCARE
You knew it was bound to happen. #ROBINETTE and his administration have finally made the case against government run healthcare, albeit inadvertently.This corrupt and incompetent administration is limiting Florida’s use of “Monoclonal Antibodies” for purely political, petty and punitive reasons.This is what happens and will continue to happen if the government and in this caseContinue reading “From the desk of #LibertyVeritas: ROBINETTE INADVERTENTLY MAKES THE CASE AGAINST GOVERNMENT RUN #HEALTHCARE”
Loup shows he’s out of the LOOP
This isn’t about the debt ceiling. China is engaging in Trade War 2.0 or Cold War 2.0. $AAPL has 15% downside if ZJP farts towards Taiwan….
All the Little Ducks in a Row…
http://www.wsj.com/articles/google-is-scrapping-its-plan-to-offer-bank-accounts-to-users-11633104001 $GOOG doesn’t want anymore #bigtech scrutiny, especially from bank #PAC They double-tapped. Mercy…
Roh-Roh. Socialism continues.
Wow, that was window dressing?
Tomorrow and Monday gonna be ugly. Check that. #FUGLY
The Cookies Start to Crumble…
http://www.cnbc.com/2021/09/30/zoom-and-five9-agree-to-terminate-acquisition-plan.html Is this the closing of the re-opening trade? Or the opening of the re-closing trade?
My Only Question is…
Was it a rape van?
Hey Kids. We’re going to War…
If you can’t read the tea leaves, I can. Buy puts. Your welcome
WTF is a double-downgrade?
http://www.cnbc.com/2021/09/30/bank-of-america-double-downgrades-kohls-stock-citing-supply-issues.html I’ve heard of a double double. But a double downgrade. You mean SELL rating or is there a new one now. Let’s call it GTFO… PS – in that case, I’m placing a GTFO rating on $
The Game has Passed this Guy Bye…
Market is definitely overvalued given macro headwinds. $AAPL shouldn’t be trading anywhere near a PE of 30 given the shit that’s about to hit the fan. 25 PE = $125 See you there. Soon…
Load $SQQQ heavy into the Close…
1/22 9c – 10 – 100u…
Giants HC is “Just a Tool”
bleacherreport.com/articles/10013605-giants-joe-judge-rips-analytics-if-excel-won-games-bill-gates-would-be-killing-it …a tool that’s gonna be fired soon if he doesn’t buy a toolbox of Quants…
Notre Dame has an Under Armour problem – One Foot Down
Notre Dame has an Under Armour problem – One Foot Down — Read on http://www.google.com/amp/s/www.onefootdown.com/platform/amp/2021/7/28/22589866/notre-dame-has-an-under-armour-problem-football-apparel-deal-nike-jumpman-adidas-news-irish-nd-ua
Notre Dame, Under Armour Ink Unprecedented $90M Deal – Athletic Business
Notre Dame, Under Armour Ink Unprecedented $90M Deal – Athletic Business — Read on http://www.athleticbusiness.com/more-news/notre-dame-under-armour-deal-richest-in-college-history.html
Notre Dame Signed with Under Armour & Adidas Became Cool Again
In 2014, the University of Notre Dame walked away from its relationship with Adidas. Since then, the 3 Stripes have launched a revolution in the US sports apparel business. — Read on http://www.18stripes.com/adidas-became-cool-again-sports-apparel-notre-dame-under-armour-2018/
Source PED: Apple Investors: Mark Your Calendars |
I’ll be monitoring the quarterly call with analysts, and you can too. — Read on http://www.ped30.com/2021/09/29/apple-q4-2021-call/ Headline should read: $AAPL Investors: Check Your Wallets. (and buy #puts, Putz) I’m glad @ped30 is invested in the company. He’ll probably lose lunch money with his one share of ownership. PS – PED. Get an editor. After 30Continue reading “Source PED: Apple Investors: Mark Your Calendars |”
Endeavor Expands Sports Betting Footprint With Purchase Of OpenBet
Endeavor expects to create a unique value proposition by combining OpenBet’s betting technology with IMG ARENA’s data and video feeds. — Read on sportshandle.com/ari-emanuel-endeavor-scigames-openbet-acquistion/amp/
Good Luck and Good Fortune…
$AAPL Services. And $AAPL… The #virtual #assault #begins. $SQ PS – wait till the #irl #warfare starts and #china sends 10 #million #troops into #taiwan for $TSM… See you in the 120s…
73% chance $DOW.X touches -1000 today.
EOM
Benedict Evans: Apple is the $2T elephant in the room | Philip Elmer‑DeWitt
From Evans’ “A decade of the Tim Cook machine” posted Tuesday to subscribers of Benedict’s Newsletter. — Read on http://www.ped30.com/2021/09/28/apple-elephant-benedict-evans/ PC Take: The only question is have is, what room? Right now it’s looking like the Bath Room, aka #shitter. 🚽 Buy puts, #PUTZ
$ILS.X is the new #FTQ
Run to #Israel and the #shekel. Quick…
I See Some Genius Finally Realised…
$GENI is overvalued. WAY OVERVALUED…
This Fed News Can…
CRASH THE MARKET……….
Corruption at the Fed?
No. Can’t be… 🤣🤣🤣
We said Never Again…
http://www.cnbc.com/2021/09/26/german-election-results-spd-tied-with-conservative-alliance.html And it’s happening again…
This is only half the story. Mark Gurman: Apple’s iPhone engineers are working on a ‘complete redesign’ | Philip Elmer‑DeWitt
From Gurman’s “It’s time to talk about the iPhone 14” mailed Sunday to his Bloomberg ($) Power On subscribers. — Read on http://www.ped30.com/2021/09/26/apple-gurman-iphone-14/ I’ll announce the real meat tomorrow. Or maybe tonight.
Why Exactly Did We Send Cash to Iran?
$1.7-billion payment to Iran was all in cash due to effectiveness of sanctions, White House says – Los Angeles Times — Read on http://www.google.com/amp/s/www.latimes.com/nation/nationnow/la-na-iran-payment-cash-20160907-snap-story.html?_amp=true Or BHO 401k…
The funny this is, the @Saints are homeless on @twitch in @maddennfl22
https://www.tucsonweekly.com/tucson/fit-for-an-emperor-jb-smoove-welcomes-sports-betting-caesars-sportsbook-to-arizona/ The Saints can’t come marching home.
Short $NKE here.
Not due to revenue forecast miss. Due to The Trade War… Coming soon to a stock owned by you. $AAPL $TSM $NKE and any other country manufacturering in #China is gonna get #fvcked #somethingfierce
Philip Elmer‑DeWitt | Apple 3.0
Apple 3.0 — Read on http://www.ped30.com/ Roh-roh #batterygate is going to be more expensive than we expected.
Valley National Acquiring Bank Leumi USA for $1.1B
Valley National Acquiring Bank Leumi USA for $1.1B — Read on http://www.google.com/amp/s/therealdeal.com/2021/09/23/valley-national-acquiring-bank-leumi-usa-for-1-1b/amp/ Hmm
Tough smartphone love from a small Baltic country | Philip Elmer‑DeWitt
Consumers should throw away their Chinese phones and avoid buying new ones, Lithuania’s Defense Ministry has warned. — Read on http://www.ped30.com/2021/09/24/apple-lithuania-chinese-smartphones/ PC Take: Lithuania? Small Baltic country? @ped30. Pass the doobie on the left hand side. Lithuania is neither small. Or Baltic frankly. As a “journalist,” one would assume you’d fact check. Lithuania is aContinue reading “Tough smartphone love from a small Baltic country | Philip Elmer‑DeWitt”
Money Talks. Bullshit Walks…
sports.yahoo.com/report-nfl-adjusting-wild-card-playoff-schedule-to-add-monday-game-postseason-015208040.html
$GME Retail Strategy Leaked…
They’re going after $FNKO and other retailers. Buy long dated atm $FNKO TODAY!!! Your welcome
Heard on the Beat: $BIIB in Advanced Talks with $SAVA
This story is developing….
The ‘Squad’ Forces Pelosi to Remove Funds for Israel’s Iron Dome Defense System From Must-Pass Continuing Resolution and Debt Ceiling Bill – RedState
Nothing unites progressives like the thought of dead Jews. — Read on redstate.com/streiff/2021/09/21/the-squad-forces-pelosi-to-remove-funds-for-israels-iron-dome-defense-system-from-must-pass-continuing-resolution-and-debt-ceiling-bill-n446239 PC Take: The “Squad” will help bring about the End of World. Their Green Initiative actually wants zero humans left on Earth which will finally lead to their goal of Zero Carbon Footprint. Bravo.
The 14 Moon Shots…
Representing an estimated 6 trillion of future market cap
From the Desk of Liberty Veritas…
Over the next 7-10 days the liars in the DNC, MSM, BIG TECH, HOLLYWOOD & ACADEMIA will work overtime to blame the GOP regarding the debt ceiling being raised in order to deflect blame & responsibility. So let’s set the record straight here. Democrats have complete control over the Senate, the House & the WhiteContinue reading “From the Desk of Liberty Veritas…”
Apple TV+: The Problem with Jon Stewart (video) | Philip Elmer‑DeWitt
Premieres September 30 on Apple TV+. Cue the trailer. — Read on http://www.ped30.com/2021/09/22/apple-tv-jon-stewart-problem/ PC Take: there’s no problem with The Problem
Evercore: Pre-launch iPhone slowdown in China | Philip Elmer‑DeWitt
From a note to clients by analyst Amit Daryanani that landed on my desktop Wednesday. — Read on http://www.ped30.com/2021/09/22/apple-prelaunch-slowdown/ Papi Chulo Take: how slow does iPhone production get when China invades Taiwan? Asking for my puts, Putz…
Leaked memo from Tim Cook targeting Apple leakers (full text) | Philip Elmer‑DeWitt
From “Tim Cook says employees who leak memos do not belong at Apple, according to leaked memo” posted Wednesday by The Verge. — Read on http://www.ped30.com/2021/09/22/apple-tim-cook-leakers/ Papi Chulo take: @ped30 has been in the game 30+ years and he still doesn’t understand what a controlled leak is?
NFL: “Let’s Just Say”
Let’s just say what?
Next year? More like next month.
What can a #LAPD #SWAT #tactical @511 #Bearcat do to a hotel?
Papi Chulo told you to buy puts last Friday.
Said low $300s coming. Here goes…
You’d think he’d go into Beef given all the fake BS with @yeezy
About Time…
sports.yahoo.com/jessica-mendoza-melanie-newman-to-reportedly-call-esp-ns-first-all-women-mlb-broadcast-193801441.html
