The Woke Street Journal
Let’s Go…………….
ESG
DEI
Corporate America Braces for DEI’s Death If Trump Wins Election-Bloomberg Law
Three-and-a-half years later, with Trump neck-and-neck against presumed Democratic presidential candidate Kamala Harris in the polls, business leaders are shoring up their DEI programs to make them less vulnerable to criticism and legal challenges, say employment and legal experts.
Woke Companies
The media reason there will be a surge in ‘anti-woke’ brands-The Drum
Due to media pricing quirks in the US, it may be more cost-effective to create bespoke Conservative brands. You may not like it, but Mighty Joy’s Eric Dahan explains why we'll see more.
Market
The Watchlist will be live today at 11:30 am EST. Here is the link https://youtube.com/live/bpODVg5pO2g. We will be going over our favorite stocks and what markets are doing.
@GarciaCap
Anyone betting on a top in AI got their ass kicked yesterday. Maybe massive AI spending with an unknown future hurts companies like Microsoft, but it’s not a bad thing for the chip makers. The question now is whether yesterday was an oversold bounce, or whether the market made a durable low after hours on Tuesday.
META is up big on earnings from last night, tonight we have AAPL and AMZN. Jobs number on Friday. So still a lot of data to come. META also announced massive AI spending (good news for the chips) but avoided Microsoft’s fate. Meta’s Ad Strength Gives Its AI Spending Some Cover-WSJ
FOMC was supposed to be the main event yesterday, but Powell did the expected, no change this meeting and set the stage for a cut in September.
Who cares? We run two models that are essentially value strategies but AI and all the related areas are the play. Since 1995, value stocks have always outperformed when they’re this cheap — and by a big margin-MarketWatch
Things That Get Blamed For Climate Change
Whatever happened to polar bears? They used to be all climate campaigners could talk about, but now they’re essentially absent from headlines. Over the past 20 years, climate activists have elevated various stories of climate catastrophe, then quietly dropped them without apology when the opposing evidence becomes overwhelming. The only constant is the scare tactics.
Everything Else
Wow, new video clearly shows Crooks running across the roof in plain sight.
Trump calls for elimination of tax on Social Security. Long overdue IMHO
Good post about the Trump campaign’s main problem.
I think Vivek has it right.
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