Overview

Monday Dayton

@mondaydayton

84 Followers

1 Following

Experienced investor focusing on value investing.

Joined Apr 2023

Posts

Monday Dayton

@mondaydayton

Banda, is there an economist or someone who understands government bonds better? 😊

I'm just browsing through the news from around the world and I came across a report on Bloomberg that the US Treasury is set to begin a ramp-up in issuing longer-term securities this week that will likely stretch into next year, forced by a rapidly deteriorating budget deficit and soaring interest...
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Clifford Barclay

@cliffordbarclay 1y

Theoretically it will increase the money supply, and boost economic growth, it's a counter to raising rates in my opinion, and the effect to the stock market could be a + to growth. I don't consider the drain of funds from stocks to bonds to be significant. There's a lot of truth to the fact that bonds today are basically only bought by those who have to. To lighten up, I quote from Kohout's Devil's Dictionary of Economics and Finance- Bond- Securities that usually provide such miserable returns that no normal investor would voluntarily invest his own money in them, usually purchased on behalf of unsuspecting clients. Governments usually pass laws mandating certain types of institutions (such as pension funds) to invest in bonds. This is actually an indirect form of taxation.

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Monday Dayton

@mondaydayton

JPMorgan is coming to the rescue again!

I've been getting some news from the banks popping up a lot lately. Although it's not quite my cup of tea, I've written quite a few posts on them over the past few weeks and today I'll continue again with the popular and familiar $JPM

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Daniela Duong

@danieladuong 1y

Either he must be doing very well or not at all :D but judging by the latest results, he's probably doing rather well :)

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Monday Dayton

@mondaydayton

So today we go to Meta Platforms $META with the results!

In an exciting week of events after yesterday's close, another big company gave us a glimpse into its performance and the results exceeded expectations. Congratulations to those who are holding or possibly put a call option yesterday. 😊

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Bill Combs

@billcombs 1y

Great, thanks for the recap. The results are really great. I would like to include $META stock in my portfolio, but the price is really high at the moment.

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Monday Dayton

@mondaydayton

Have a nice Wednesday, my friends.

I'm not going to write any direct news today, rather I just want to give space to discuss how you think this first busy week is going so far and JPMorgan's outlook for today's Fed meeting, which I'm sure we will all be watching closely. 😊

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Bill Combs

@billcombs 1y

Great, nicely written again. I'm also interested in the results of a few companies and the Fed didn't surprise in the end and raised interest rates by 25bps. I'm really enjoying this week😁.

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Monday Dayton

@mondaydayton

Johnson & Johnson is offering its shares in exchange for Kenvue shares.

Earlier this week, there was interesting news for investors focused on the healthcare sector. The company $JNJ is offering to exchange shares for Kenvue stock at a 7% discount.

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Alfred Gray

@alfredgray 1y

Interesting, first I've heard of such a thing.

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Monday Dayton

@mondaydayton

Elon Musk launches his next project, an AI startup

Elon, as of July he is about to become the richest man on the planet again, is launching his next startup xAI. Next, we'll do a recap of his ventures.

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Bill Combs

@billcombs 1y

It's interesting 😁

I'm not that interested in Tesla anymore, but I'll be following Spax X, Twitter and I find Neuralink very interesting. I'm also looking forward to and interested in AI.

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Monday Dayton

@mondaydayton

Have a nice weekend, investors. 😊

What about you and commodities, anyone interested in them? I know it's tricky for long term investments as the commodity itself can often only be bought from a broker as a CFD. So if you have an interest in a particular commodity, you need to look for a company that mines, grows or processes it in some way. In this post I will write about rice...
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Rickie Reeve

@rickiereeve 1y

The wheat in particular, I'm a little worried about... What it could do to inflation in this country. It's not exactly playing into our hands. However, I was thinking that just on commodities I might try some of my first trades if a nice RRR comes out there. Still in the planning stages though.

Have a nice weekend too, Lukas. 😉

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Monday Dayton

@mondaydayton

"Something strange is going on" ...An explanation of why the US recession keeps getting postponed.

Friends, today I want to add one of Societe Generale's perspectives on the much-discussed topic of the US recession. One of the oldest banking institutions in France.

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Bill Combs

@billcombs 1y

Great, thanks again for the new useful information. It's true that investors were expecting a recession, but it is getting further and further away and the market is in a positive mood. So it might not be as bad as expected after all.
Otherwise, as you write, I am being vigilant and releasing cash.

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Monday Dayton

@mondaydayton

Friends, investors, I'd like to break down Carvana $CVNA

The last post on it here was about a month ago and it has once again made some upward progress, although there was some correction on it today. Let's pour some clear wine though please and this really isn't just a strong fundamental eh? 😁

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Bill Combs

@billcombs 1y

Otherwise, thanks again for a nice and useful post. I like these posts, they are just short enough and there is useful information in it.

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Monday Dayton

@mondaydayton

Today's expected CPI data from the UK and Europe.

Let's take a quick look at Wednesday's CPI data from Europe. Let's have a little bit of a change, I know America leads in representation of our portfolios, but personally and in ETF form I invest in the UK.

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Bill Combs

@billcombs 1y

Thanks for the summary.
I don't invest in the UK, but I was thinking of buying at least an ETF targeting the UK market in June.

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Monday Dayton

@mondaydayton

Last week we started with the results of the big banks, today the continuation in the form of Bank of America. $BAC

Another one of the biggest US banks and Warren Buffett's favorite bank unveiled its results and they were above expectations. The bank jumped a percentage point higher in pre-trading hours.

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Bill Combs

@billcombs 1y

I recently bought shares of $BAC. I looked at the results and I have to say that I was pleasantly surprised by the results.
Have a nice day😁.

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Monday Dayton

@mondaydayton

Disney extends CEO Bob Iger's contract through 2026

This, dare I say, popular and well-known company that is still unhappy with its price tag and "transformation" is keeping its CEO, who has had a good track record in his position, for another few years.

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Yorick Ericson

@yorickericson 1y

I didn't expect anything else and that's why I was also increasing my position. Bob Iger has certainly earned and enjoyed a well-deserved retirement and yet he still has the motivation to take this company even further than he did in his previous tenure. While I am under no illusions and suspect that the money offered still plays a role for him, I suspect that it is more important for him in the current situation to show that he still has it and Disney will outlive us all.

But it's going to take a lot of work to do that, especially on content, because that's what matters in the first place and if you have mediocre service and product, even the best management has no chance of saving you from encroaching competition.

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Monday Dayton

@mondaydayton

Friends, I see there is still nothing about this event, what do you think about the Duolingo educational platform? $DUOL

I follow the action because I know this app and I like it every time I want to even somehow either brush up or learn, so I put it on and it has been performing nicely lately.

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Bill Combs

@billcombs 1y

Great, I didn't even know this company's stock was publicly traded.
I'm familiar with the app and the system is great and I like the focus, but I also like the direction. I mean, the potential is definitely there and I will take a closer look at this company.

Thanks for the tip.

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Monday Dayton

@mondaydayton

So folks, I'm looking from the roads now that we'll probably end Friday in the green after all. 🍀 Which is good after yesterday, but how do you feel about these two days of unemployment results in the US? 😊

The market is up, but I'd say the numbers weren't entirely satisfactory. The US economy created 209,000 new jobs in June, missing Wall Street's expectations for the first...
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