Linda
@lindalebrun.bsky.social
Partnerships for News & Business/Finance @ Bluesky
Pinned
Reposted by Linda
Question of the Day:
How bearish do I want to be when $AAPL is making new all-time highs?
How bearish do I want to be when $AAPL is making new all-time highs?
November 25, 2025 at 8:04 PM
Question of the Day:
How bearish do I want to be when $AAPL is making new all-time highs?
How bearish do I want to be when $AAPL is making new all-time highs?
When I type "microcaps" into my email it autocorrects to "microchips" 💀 that says it all doesn't it...
November 25, 2025 at 6:45 PM
When I type "microcaps" into my email it autocorrects to "microchips" 💀 that says it all doesn't it...
Delighted to welcome The Science of Hitting to Bluesky! Alex writes one of the top publications providing deep-dive analysis on stocks like MSFT, NFLX and META. A must-read for fundamental analysts. Give him a follow ⬇️⬇️⬇️
Today's TSOH Investment Research
Disney: Rewiring The Earnings Engine
thescienceofhitting.com/p/disney-rew...
Disney: Rewiring The Earnings Engine
thescienceofhitting.com/p/disney-rew...
Disney: Rewiring The Earnings Engine
An update on The Walt Disney Company (DIS)
thescienceofhitting.com
November 25, 2025 at 4:27 PM
Delighted to welcome The Science of Hitting to Bluesky! Alex writes one of the top publications providing deep-dive analysis on stocks like MSFT, NFLX and META. A must-read for fundamental analysts. Give him a follow ⬇️⬇️⬇️
Reposted by Linda
Smucker 'pleased' with what most would call profitless prosperity. Double-digit coffee pricing (mostly tariffs) with profit -20% is what $SJM is praising. Each business bar coffee saw sales at least -5%. US foods sound more delusional by the day. $GIS $MDLZ $CPB $XLP
November 25, 2025 at 2:13 PM
Smucker 'pleased' with what most would call profitless prosperity. Double-digit coffee pricing (mostly tariffs) with profit -20% is what $SJM is praising. Each business bar coffee saw sales at least -5%. US foods sound more delusional by the day. $GIS $MDLZ $CPB $XLP
Reposted by Linda
BREAKING: Ukraine has agreed to the US peace deal, per ABC news.
November 25, 2025 at 2:10 PM
BREAKING: Ukraine has agreed to the US peace deal, per ABC news.
Reposted by Linda
New lows for the CoreWeave 5-year bonds, yield up to almost 12%:
November 25, 2025 at 2:11 PM
New lows for the CoreWeave 5-year bonds, yield up to almost 12%:
Reposted by Linda
US PPI #inflation steady (Sep) as higher gas & #tariffs pressure offset by margin squeeze
✅Headline #PPI +0.3%
📈Core +0.1%
🟠Gds +0.9%
🍳Food 1.1%
⛽️Energy 3.5%
📊Core 0.2%
✅Services +0%
🚚Transport 0.8%
⚖️Trade (margins) -0.2%
📈Inflation
🔶PPI: 2.7%
🔶Core: 2.9%
✅Headline #PPI +0.3%
📈Core +0.1%
🟠Gds +0.9%
🍳Food 1.1%
⛽️Energy 3.5%
📊Core 0.2%
✅Services +0%
🚚Transport 0.8%
⚖️Trade (margins) -0.2%
📈Inflation
🔶PPI: 2.7%
🔶Core: 2.9%
November 25, 2025 at 2:15 PM
US PPI #inflation steady (Sep) as higher gas & #tariffs pressure offset by margin squeeze
✅Headline #PPI +0.3%
📈Core +0.1%
🟠Gds +0.9%
🍳Food 1.1%
⛽️Energy 3.5%
📊Core 0.2%
✅Services +0%
🚚Transport 0.8%
⚖️Trade (margins) -0.2%
📈Inflation
🔶PPI: 2.7%
🔶Core: 2.9%
✅Headline #PPI +0.3%
📈Core +0.1%
🟠Gds +0.9%
🍳Food 1.1%
⛽️Energy 3.5%
📊Core 0.2%
✅Services +0%
🚚Transport 0.8%
⚖️Trade (margins) -0.2%
📈Inflation
🔶PPI: 2.7%
🔶Core: 2.9%
Reposted by Linda
Case-Shiller: National House Price Index Up 1.3% year-over-year in September
www.calculatedriskblog.com/2025/11/case...
www.calculatedriskblog.com/2025/11/case...
Case-Shiller: National House Price Index Up 1.3% year-over-year in September
S&P/Case-Shiller released the monthly Home Price Indices for September ("September" is a 3-month average of July, August and September clos...
www.calculatedriskblog.com
November 25, 2025 at 2:16 PM
Case-Shiller: National House Price Index Up 1.3% year-over-year in September
www.calculatedriskblog.com/2025/11/case...
www.calculatedriskblog.com/2025/11/case...
Reposted by Linda
Michael Burry's (@michaeljburry) Investment Strategy One-Pager
- Buy roadkill
- Sell when roadkill's been polished
- Care little about general market
- Focus on FCF & Enterprise Value
- Invest in Rare Birds
- Hold 12-18 Stocks
- Buy within 10-15% of 52-week low
Love it.
- Buy roadkill
- Sell when roadkill's been polished
- Care little about general market
- Focus on FCF & Enterprise Value
- Invest in Rare Birds
- Hold 12-18 Stocks
- Buy within 10-15% of 52-week low
Love it.
March 28, 2025 at 6:43 AM
Michael Burry's (@michaeljburry) Investment Strategy One-Pager
- Buy roadkill
- Sell when roadkill's been polished
- Care little about general market
- Focus on FCF & Enterprise Value
- Invest in Rare Birds
- Hold 12-18 Stocks
- Buy within 10-15% of 52-week low
Love it.
- Buy roadkill
- Sell when roadkill's been polished
- Care little about general market
- Focus on FCF & Enterprise Value
- Invest in Rare Birds
- Hold 12-18 Stocks
- Buy within 10-15% of 52-week low
Love it.
Nice to see @stockopine.bsky.social on here as part of our #FinSky community👋 Big fan of their numbers-driven deep dives on individual stocks, recommended follow
While SASE ARR growth slowed, $FTNT ‘s FortiSASE billings jumped 100%+, easing concerns.
Enterprise SASE adoption rose to 15% (from 13% last qtr) showing both strong execution and plenty of runway ahead.
Full earnings review 👇.
#FTNT #Earnings #Cybersecurity #SASE
Enterprise SASE adoption rose to 15% (from 13% last qtr) showing both strong execution and plenty of runway ahead.
Full earnings review 👇.
#FTNT #Earnings #Cybersecurity #SASE
November 24, 2025 at 9:40 PM
Nice to see @stockopine.bsky.social on here as part of our #FinSky community👋 Big fan of their numbers-driven deep dives on individual stocks, recommended follow
Happy Thanksgiving folks! Who else is looking forward to a couple of relaxing days off this Thursday & Friday ❤️
ⓘ This user lives in Canada
ⓘ This user lives in Canada
November 24, 2025 at 9:29 PM
Happy Thanksgiving folks! Who else is looking forward to a couple of relaxing days off this Thursday & Friday ❤️
ⓘ This user lives in Canada
ⓘ This user lives in Canada
My "not committing accounting fraud" t-shirt has people asking a lot of questions already answered by my shirt bsky.app/profile/carl...
In the memo, “Nvidia also responds to claims that the ‘current situation is analogous to historical accounting frauds (Enron, WorldCom, Lucent) that featured vendor financing and SPVs [special purpose vehicles.)’”
@barrons.com $NVDA
@firstadopter.bsky.social
www.barrons.com/articles/nvi...
@barrons.com $NVDA
@firstadopter.bsky.social
www.barrons.com/articles/nvi...
November 24, 2025 at 7:21 PM
My "not committing accounting fraud" t-shirt has people asking a lot of questions already answered by my shirt bsky.app/profile/carl...
Reposted by Linda
1/2 The 8 US Big Tech names (38% of the S&P 500) are largely valued on future earnings growth (70% of current market value, 66% ex-Tesla), where the valuation of the “S&P 492” is almost equally anchored (72%) by its current earnings power...
November 24, 2025 at 6:06 PM
1/2 The 8 US Big Tech names (38% of the S&P 500) are largely valued on future earnings growth (70% of current market value, 66% ex-Tesla), where the valuation of the “S&P 492” is almost equally anchored (72%) by its current earnings power...
Reposted by Linda
Yo... have you checked out Josh's @bsky.app Starter Pack?
bsky.app/starter-pack...
cc: @carlquintanilla.bsky.social @livesquawknews.bsky.social @ritholtz.bsky.social @conorsen.bsky.social @tker.co @ljkawa.bsky.social
bsky.app/starter-pack...
cc: @carlquintanilla.bsky.social @livesquawknews.bsky.social @ritholtz.bsky.social @conorsen.bsky.social @tker.co @ljkawa.bsky.social
bsky.app
November 24, 2025 at 2:31 PM
Yo... have you checked out Josh's @bsky.app Starter Pack?
bsky.app/starter-pack...
cc: @carlquintanilla.bsky.social @livesquawknews.bsky.social @ritholtz.bsky.social @conorsen.bsky.social @tker.co @ljkawa.bsky.social
bsky.app/starter-pack...
cc: @carlquintanilla.bsky.social @livesquawknews.bsky.social @ritholtz.bsky.social @conorsen.bsky.social @tker.co @ljkawa.bsky.social
Reposted by Linda
Testing Times for Bazball
www.blindsquirrelmacro.com/p/testing-ti...
www.blindsquirrelmacro.com/p/testing-ti...
Testing Times for Bazball
Review of the 🐿️'s BUSHY™ Multi Asset ETF Portfolio and live Acorn trade ideas. 2025, Week 47.
www.blindsquirrelmacro.com
November 24, 2025 at 8:15 AM
Testing Times for Bazball
www.blindsquirrelmacro.com/p/testing-ti...
www.blindsquirrelmacro.com/p/testing-ti...
Reposted by Linda
I’m sure helping finance WBD will do very well for them…
Wonder what Saudi would look like during a prolonged period of $40 oil prices
November 24, 2025 at 1:33 PM
I’m sure helping finance WBD will do very well for them…
The buzz is building about Finance Bluesky! Thank you @downtownjoshbrown.bsky.social for supporting the community! #FinSky
November 22, 2025 at 6:33 PM
The buzz is building about Finance Bluesky! Thank you @downtownjoshbrown.bsky.social for supporting the community! #FinSky
Reposted by Linda
No one is completely immune to the Fear Of Missing Out. Today's lesson is that there is a cure for FOMO and that cure is available to everyone, free of charge. All you have to do is stick around for awhile and watch.
Brand new:
www.downtownjoshbrown.com/p/the-cure-f...
Brand new:
www.downtownjoshbrown.com/p/the-cure-f...
The cure for FOMO is...time.
"Stick around and watch" is almost always good advice.
www.downtownjoshbrown.com
November 21, 2025 at 4:00 PM
No one is completely immune to the Fear Of Missing Out. Today's lesson is that there is a cure for FOMO and that cure is available to everyone, free of charge. All you have to do is stick around for awhile and watch.
Brand new:
www.downtownjoshbrown.com/p/the-cure-f...
Brand new:
www.downtownjoshbrown.com/p/the-cure-f...
Reposted by Linda
Public Storage: Economic indicator? Seasonal weakness? I don't know but the "Baby, come back" email was interesting. I terminated my first-ever storage contract with them in Feb b/c they raised the price significantly every four months and now they're offering a $20 lock and a 1-yr fixed price.
November 21, 2025 at 4:50 PM
Public Storage: Economic indicator? Seasonal weakness? I don't know but the "Baby, come back" email was interesting. I terminated my first-ever storage contract with them in Feb b/c they raised the price significantly every four months and now they're offering a $20 lock and a 1-yr fixed price.
Reposted by Linda
Hey, #EconSky!
The U.S. Bureau of Labor Statistics is here @usbls.bsky.social!
bsky.app/profile/usbl...
The U.S. Bureau of Labor Statistics is here @usbls.bsky.social!
bsky.app/profile/usbl...
November 21, 2025 at 2:51 PM
Hey, #EconSky!
The U.S. Bureau of Labor Statistics is here @usbls.bsky.social!
bsky.app/profile/usbl...
The U.S. Bureau of Labor Statistics is here @usbls.bsky.social!
bsky.app/profile/usbl...
Reply of the day 💀
Finally, the #astrology feed but socially acceptable for men
November 21, 2025 at 12:34 AM
Reply of the day 💀
Reposted by Linda
Reposted by Linda
Appreciate George Steer from @financialtimes.com mentioning us in the recent $GLOO IPO today
Hopes are too high for this company and we're not sure if they have enough runway to figure it out
Will reiterate that this company has a going concern of being a company in 12 months
Hopes are too high for this company and we're not sure if they have enough runway to figure it out
Will reiterate that this company has a going concern of being a company in 12 months
November 20, 2025 at 3:22 PM
Appreciate George Steer from @financialtimes.com mentioning us in the recent $GLOO IPO today
Hopes are too high for this company and we're not sure if they have enough runway to figure it out
Will reiterate that this company has a going concern of being a company in 12 months
Hopes are too high for this company and we're not sure if they have enough runway to figure it out
Will reiterate that this company has a going concern of being a company in 12 months
Finance is on Bluesky
November 20, 2025 at 3:53 PM
Finance is on Bluesky
Reposted by Linda
Bad breadth often occurs after a nice $NVDA earnings reaction.
Not this time.
Not this time.
November 20, 2025 at 2:34 PM
Bad breadth often occurs after a nice $NVDA earnings reaction.
Not this time.
Not this time.