"Stranger Things" is stupid. I couldn't get thru season 2. Every time they go into that other world below.... i'd rather be sitting in a dentist chair getting a root canal. That show sucks.
Love Stranger Things. You should watch it just for the choice of music but also because every young person in the world is into it so it's way cultural and if you want to look like you fit in with the young you had better know about Stranger Things. The rumor is Eddie is not really dead that bats cannot kill you in that way because of a character in the old witch and warlock game...Eddie comes back as a bad guy but turns good that's the rumor! When said Eddie plays the Metallica song-- it was a momentous moment that song is now charting after 20 years!
I finally saw that movie. Everything Everywhere All At Once-- What a trip- fabulous movie -sort of a Malkovich combined with Tarantino DO NOT MISS THIS FILM-- the acting is off the hook.. This is a multiple universe film...
Sunrun Announces Date and Conference Call Details for Second Quarter 2022 Earnings Report female CEO + Doing good for the world + A good idea + . Earnings Release and Conference Call Scheduled for August 3, 2022 SAN FRANCISCO, July 06, 2022 (GLOBE NEWSWIRE) -- Sunrun (Nasdaq: RUN) today announced that it will issue its second quarter 2022 earnings report after the market closes on Wednesday, August 3, 2022.
Southeast Asia solar panels should keep flowing to U.S., says Morgan Stanley 08:13 RUN, AES, NEE, ARRY, SHLS Morgan Stanley analyst Stephen Byrd notes that investors have been concerned about U.S. solar trade restrictions, but he believes solar panels from Southeast Asia will continue to be shipped to the U.S. based on channel checks and industry expert discussions, though he also acknowledges some potential that a subset of panel shipments will face documentation issues relating to the Uyghur Forced Labor Prevention Act, or UFLPA. Based on his assessment of solar panel supply and demand, Byrd projects about 40% growth in large-scale U.S. solar deployments in 2022-24, while projecting that rooftop solar will continue its roughly 20% growth rate, primarily limited by labor availability rather than equipment availability. He remains Overweight AES Corp. (AES) and Sunrun (RUN), adding that his 2023-24 U.S. solar deployment projection that "could generate significant EBITDA growth for developers and suppliers" skews "especially bullish" for AES, NextEra Energy (NEE), Array Technologies (ARRY) and Shoals Technologies (SHLS).
The sound-track is great, but come on Stoney, the stupid monster thing. Stupid. Now... write this down because you will like it. HBO Max>>> "We Own This City". About the cops in Baltimore and the racism and corruption. Only 6 episodes. It's good.
Earnings estimates barely budge despite growing recession concerns: Morning Brief Wed, July 6, 2022, 6:00 AM After the Federal Reserve’s most aggressive rate hike since 1994, Wall Street was quick to pencil in increased risks of a recession — but analysts left corporate profit estimates largely intact. Once those estimates are revised downward,some markets observers argue, it could spark further volatility in the ongoing bear market. Consensus Wall Street analysts shaved down their second-quarter bottom-up earnings per share estimate for the S&P 500 by just 1.1% between March 31 and June 30, according to data from FactSet published Friday. The current estimated year-over-year earnings growth rate for the S&P 500 stands at 4.1% for the second quarter, which if realized, would be the slowest since the fourth quarter of 2020. The size of that downward revision is much smaller than the reductions seen during typical quarters in recent history: Over the past five years, earnings estimates have been brought down by 2.4%, on average, during a quarter. And over the past 10 and 15 years, these decreases have averaged 3.3% and 4.7%, respectively. Furthermore, analysts actually raised their earnings estimates for the second half of this year. FactSet noted that the bottom-up earnings per share estimate for the third quarter of 2022 rose by 0.4% between the ends of March and June and was left unchanged for the fourth quarter. “So far, the ongoing bear market is the first of the millennium to feature rising earnings estimates," Jason Pride, Glenmede’s chief investment officer for private wealth, wrote in a note Tuesday. "In each of the other three, the peak-to-trough decline in the S&P 500 could be attributed to a mix of falling earnings estimates and falling valuation multiples (e.g. price-to-earnings ratios) that are applied to those estimates." The stock selloff of 2022 so far has been driven primarily by valuation pressure as the Federal Reserve has hiked rates and inflation has remained elevated, rather than by a weakening in estimated or actual earnings. What hasn’t yet changed has been the consensus outlook on how S&P 500 companies profits will in aggregate be affected by a souring backdrop. And once these estimates begin to reflect those economic concerns, that could make the case for stocks to take another leg lower, Pride argued. “As the macroeconomic environment becomes more challenging, earnings estimates may face negative revisions,” Pride said. “As a result, the ongoing bear market may have further room to fall as cheapening valuations begin to share the reins with earnings in pushing risk assets lower, justifying an underweight risk posture.” Pride isn’t the only one to suggest as much. BlackRock strategists in June held calls to buy the dip as the S&P 500 tumbled into a bear market, asserting, in part, that there could be more downside for stocks since investors hadn’t fully appreciated the negative impact inflation would have on corporate profit margins and earnings. Goldman Sachs strategist David Kostin recently argued similarly. “Consensus profit margin forecasts have further to fall which will likely lead to downward EPS revisions whether or not the economy falls into recession,” Kostin said in a note published Friday. “Assuming no change in expected revenues, the margin compression we model would reduce the median stock’s expected 2023 EPS growth from +10% to 0%.” Chris Wolfe, chief investment officer at First Republic Private Wealth Management, also sees the case for earnings estimates to be brought in. However, he suggested such a move was perhaps “not overly bearish” for stocks that are already off to their worst start in 52 years. “I think we need some meaningful downward adjustments in analysts' earnings estimates," Wolfe told Yahoo Finance Live on Friday. “They're just sky high, and it does not comport well with the economic data that seems to be coming out, because we're slowing down. Now, that's not overly bearish, because, remember, prices have already done a lot of the adjusting. We just need some capitulation in analyst and corporate expectations. They're just way too high.”
HBO Max>>> "We Own This City". About the cops in Baltimore and the racism and corruption. Only 6 episodes. It's good. I'll check it out. HBO Max has done a very good job. Except their ap froze in my NYC apt. I'm guessing I dump to garbage somehow? And download a new one?
The war in the Ukraine is gonna drag on. There'll be rallies, but I have a feeling the markets will be spooked by the fear of an October surprise, courtesy of Putin. Will it happen? No idea. But will there be some market angst? Absolutely. Time flies right? Tempus fugit? Winter may appear to be a long ways off, but the markets look forward. Putin can't attack NATO, but he can sure pour fire on a deep recession in Europe. Don't underestimate the cunning of this man. That's exactly why I threw out the new VZ stock pick, HP, today. It's a solid, off the radar energy stock. But with that said, there's probably at least a half dozen that will work. Energy is Putin's trump card, especially when it comes to Europe. Don't listen to this (all of the sudden out of the blue) cadre of experts that are pontificating oil going below $65. No way. Throw a dart at any high beta energy stock Stoney (without some kind of negative underlying story, and a lot of short term debt), and buy it. Forget these stupid stocks like friggin Flywire. They'll rise and fall lockstep with the tech sector... but going into Q3-Q4 2022.... energy is the place to be. If you want outsized gains that is. ~vz
Tempus fugit?- A band from Ct! Tempus Fugit(Christian Heavy Metal from Enfield, Connecticut) General Dynamics secures ~$145M Defense Logistic contract Jul. 06, 2022 5:26 PM ETGeneral Dynamics Corporation (GD) General Dynamics Land Systems (NYSE:GD)has been awardeda maximum $145.47M firm-fixed-price, ID/IQ contract for multiple spare parts in the Abrams Main Battle Tank, Stryker Family of Vehicles, Light Armored Vehicle Family of Vehicles, Cougar, Buffalo and RG-31. This is a five-year contract with no option periods.