The end of the year is a good time to talk about trends. -What Trends will extend into 24'? 1> To lose weight. Until everyone keels over with blood poisoning they are going to keep jabbing themselves with these weight-loss drugs. It's disgusting. Feakin' work out you lazy fucks. This thinning of America we have seen take down various sub sectors... whether true or not. That trend continues which is why we highlight the makeup stocks for 24' the "now that we are thin lets look pretty" stocks. You would think this would drive clothing sales.. so far it has not. There is this cost conscious aspect out there (not in my world) people looking for value. And the value may just be I look great naked. (with makeup) These ugly faces everyone needs makeup. It's universal. Stocks in booze and salty treats have been hit. Because you don't like booze on these drugs your pleasure impulses have been dulled.. you are a zombie. And it's not true!! actual beer sales are not off a cliff but perception is everything. I have alot of beer and beverage in my accts. But one aspect that spins off this is non-alcohol bev's<--- I love em'!!! Lemonade... hello.ice tea I drink so much... Mexican Coke.. YES!!! But really any fun mocktail made with care I am all over. As non-alcoholic beverages gain steam, Drizly's Head of Consumer Insights Liz Paquette says: non-alcohol purchases on the platform are up 62% in 2023, cementing "a trend that is here to stay" after rapid growth. Paquette believes ongoing post-pandemic socialization will continue driving demand. With drinking often tied to hosting and celebrations, consumers want options. She highlights non-alcoholic beer as the top performer in the broader non-alcohol category, while spirits alternatives are starting to find traction as well. So we should keep our eyes out for ideas that are non alcohol beverages.
2> Experiences. God is sounds so patronizing when they explain to you.. young folks these days like experiences- who doesn't!!! But these earnest bankers keep telling me " experiences " well when everyone experiences a big stock crash we can talk. Since nobody can afford rent or to buy a house these young folks just want to pretend they are rich and go some where the can " experience " a selfie to upload to their Insta. Cue the experience stocks of which they are a few... SPHERE anyone?
Van on AJG you have a bad chart and SMAR a good chart. There is a big difference. On COIN I told you not to buy before it dropped $14. No thank you then I gave you a bvuy at $72 $7 better than your entry Again no thank you and I taught you how to use VWAP. Am I a nice guy or what? BUY SMARTSHEET
OH NO THE FACE BREAKS TREND!!!!! ALERT*(******************* ALERT********* NOOOOOOOOOOOOO!!! Lee warned clients in a note on Friday that the stock market is due for a sell-off within the first few months of 2024.<---------- Expect a stock market pullback in early 2024 for these 4 reasons, Fundstrat says Expect a stock market pullback in early 2024 for these 4 reasons, Fundstrat says Fri, December 29, 2023, 6:21 PM EST SOMETIMES I JUST WANT TO GRAB STONEY BY THE THROAT Fundstrat's Tom Lee is bullish on the stock market in 2024, but he doesn't expect stocks to go up in a straight line. Lee warned that the stock market is due for a sell-off in the first quarter of 2024. These are the 4 reasons why Lee expects a stock market pullback to occur within the next few months. Fundstrat's Tom Lee is one of the most bullish strategists on Wall Street for 2024, but he doesn't expect the stock market to go up in a straight line. Lee warned clients in a note on Friday that the stock market is due for a sell-off within the first few months of 2024. To be clear, Lee does expect the S&P 500 to rise to an all-time high during the month of January, and he expects gains in the stock market to continue over the next year, with a 2024 year-end S&P 500 price target of 5,200. "Reaching an all-time high is a significant market milestone. And stocks do not suddenly reverse from there," Lee said.<-------- But the stock market hitting record highs in January will likely soon be followed by a pullback of about 5% sometime in February or March, representing a period of consolidation for the stock market after it staged a 16% rally since the end of October. "In the current context, we could see S&P 500 4,400 to 4,500 once we make all-time highs, or a modest pullback," Lee warned. "This is consistent with our 2024 Year Ahead Outlook, where our base case is the S&P 500 makes most of its gains in [the] second half of 2024." Lee offered the following four reasons why he expects stocks to stage a pullback after January. 1. The market could be getting ahead of the Federal Reserve in terms of interest rate cuts. While the Fed expects only three interest rate cuts in 2024, the market is currently pricing in six interest rate cuts next year. Any pullback in expectations of how many times the Fed cuts interest rates next year could lead to downside volatility in stocks. 2. "AI timeline could be pushed out due to a 'systematic hack' by malevolent AI," Lee said. 3. "Equity markets need to consolidate the parabolic gains from late 2023," Lee said. 4. "A drawdown in February/March timeframe is consistent with election year seasonal returns," Lee said. Fundstrat
I screwed up and long ago sold my Granite Construction shares. But I found out today my wife still has hers in her Wells IRA!! lol. This is a completely abused IRA with practically no funds in it.. but low and behold $50!! I have not noticed this move. But another one of my old names trucker Deseke just exploded the other day same way> I specialize in these type of if stocks.. You know they say it's going to be a stock pickers year... How lucky are you guys!
Ok so we have this rather narrow window of now to Feb.// SMAR hopefully runs. Flutter times out perfect with the US listing before the correction. ETSY? <------- What do you think.
I have a name I'm working on right now. Form Factor FORM. a downstream testing angle on AI chips... Stk has not done great. Some value here I think. Van take a look at FORM.