MS retweeted
Discussed w/ @CarlQuintanilla @SaraEisen R2K -2% YTD & near lows on 3/23/23 post SVB failure. Good risk/reward. ~20% of rev from outside US vs ~30% for S&P & 53% for Magnificent 7 w/ $USD +7% since mid-July. Tail risk is another financial disaster w/ 10yr +129 bps since 3/23.
Satori Fund Founder @DanielTNiles is rounding up a posse to go after a key member of the Magnificent 7: $AAPL 🏜️ Given the company's major revenue drivers outside the U.S. and overheating issues affecting the iPhone 15, he says it's "one of the two names we love to short on."
MS retweeted
Interview from earlier today on my views on the market, upcoming earnings season & Top 5 Picks for 2023.
[WATCH] @DanielTNiles tells me his top #2023investmentpicks, plus what his prediction is for the S&P 500 and the #USEconomy
video.foxbusiness.com/v/6318…
Check out my Speedtest result! How fast is your internet? speedtest.net/my-result/a/51…
