DonCorleone77
Posted - 04/30/24
$MCD $DIA $SPY $PBJ $YUMY Worth noting the consumer related comments and potential broader applications: McDonald's says FY24 won't be a 'typical year' for the broader industry Says U.S. comp sales "roughly flat" so far in Q2. Says macro headwinds larger than expected. Says industry traffic experiencing "flat to declining trends." Says consumer's affordability concerns "heightened." Says does not have a national value platform similar to competitors, only local. Sees a big opportunity to develop a national value message. Says consumers "very discriminating" with spending and "price weary." Says U.S. restaurant margins now back to 2019 levels. Says in "decent shape" with menu prices. Expects high single digit labor inflation in FY24 and "historic" food and paper inflation. Says franchisees in a "strong position."
Ro_Patel
Posted - 04/16/24
BoA: Total card spending per household rose +0.3% y/y in March, following the leap-year boosted +2.9% y/y increase in February While spending was soft on the month, the solid labor market continues to sustain consumer momentum. March saw strong jobs growth, and this appears to be reflected in strengthening after-tax wages and salaries growth in our data – with growth at the highest level since early 2023. Tax refunds may also provide additional support to households, with average refunds up by 5% this year through the end of March. While most consumers appear to be planning to save or pay down debt, there is a small rise in people saying they will go shopping. $XLY $XRT $XLP $PBJ - $SPY
Ro_Patel
Posted - 04/11/24
US initial jobless claims: 211K vs est of 215K & 221K previous
$XLY $XRT $PBJ $XLP $SPY
Ro_Patel
Posted - 03/22/24
Biden admin cancels another $6B in student loans for 78,000 borrowers, bringing his administration's total student debt cancellation to $144B for ~4M Americans The Supreme Court in June blocked Admin's broader plan to cancel $430B in student loan debt. The latest group includes public service workers, like teachers, nurses and firefighters, who qualify under the Public Service Loan Forgiveness Program created in 2007 to forgive student debt for Americans who go into public service. As of June 2023, $1.63T in outstanding loans held by ~43.4M Americans $XLF $XLY $XRT $PBJ - $SPY
wha1e
Posted - 03/11/24
Between 2017 and 2022, the number of farms in the U.S. declined by 141,733 or 7%. Acres operated by farm operations during the same timeframe declined by 20.1 million (2.2%), a loss equivalent to an area about the size of Maine.
Source: USDA
$KROP $YUMY $PBJ $EATV $SPY
Ro_Patel
Posted - 02/15/24
Retail sales declined -0.8% for January (down from a +0.4% gain in Dec) vs est for a -0.3% drop.
Retail Sales ex-autos dropped -0.6% vs est for a +0.2% gain.
Sales at building materials & garden stores were especially weak, sliding -4.1%. Miscellaneous store sales fell -3% and motor vehicle parts & retailers saw a -1.7% decrease.
The sales report is adj’d for seasonal factors but not for inflation, so the release showed spending lagged the pace of price increases - on a y/y basis, sales were up just +0.6% vs CPI up +3.1% and ex-food & energy +3.9%.
$XRT $XLY $HD $AMZN $PBJ
Ro_Patel
Posted - 02/13/24
Jan CPI - $PBJ $XRT $XLE $IAK $XLRE
aapl4kiksan
Posted - 02/13/24
$PBJ $SPY $XLF $XLY $XRT Is this a lot?
Ro_Patel
Posted - 02/13/24
Goldman: US now has all-time high $17.5T household debt, all-time high $12.3T mortgage debt (double the 2006 peak), all-time high $1.6T auto loan debt all-time high $1.1T credit card debt (up 50% since 2020 $SPY $XLY $XLF $XRT $PBJ
Ro_Patel
Posted - 2 months ago
TransUnion: Avg credit card balance is now more than $6,360 [up +10% y/y - an all-time high]. “Serious delinquencies,” or those 90 days or more past due, reached the highest level since 2009. Federal Reserve: Total credit card debt also reached a record $1.13T. Credit card delinquencies surged more than +50% y/y in 2023 BankRate: Avg APR on credit cards: 20.74% [record high] Wise: 20.1M new credit accounts were opened in 4Q23, boosted in part by subprime borrowers (credit scores <600) looking for additional liquidity $XLF $KBE $PBJ $XLY $XRT
Ro_Patel
Posted - 01/31/24
US cattle herd shrank to the lowest level in more than 70 years as ranchers continue to send their cows to slaughter, threatening to keep beef prices at stubbornly high levels for consumers for at least another couple of years while eroding profits for meat processors. There were 87.2M cattle as of January 1, down about -2% y/y & less than anticipated by analysts. American ranchers have for the past four years been culling more cows than they were retaining for breeding because of persistent droughts, surging feed costs and elevated interest rates. $PBJ $TSN $HRL $BRFS $SYY
tickeron
Posted - 01/23/24
Wow this is a big change! $PBJ price may climb as it broke lower Bollinger Band. View odds of downtrend. https://srnk.us/go/4976666
jverv
Posted - 01/21/24
@jaxalchemist the drop from the $yolo fund was disappointing, but I think I understand why Dan did it.
He wants the fund to be a "pure" cannabis play.... Sndl is too diversified.
That being said, it made me realize how easily we could be picked up by TONS of other ETF's
So many doors are now opened to us!
$PBJ $BUD The list is long!
Ro_Patel
Posted - 01/18/24
Initial jobless claims at 187k vs. 205k est. & 203k in prior week; continuing claims at 1.806M vs. 1.843M est. & 1.832M prior
$XLY $PBJ $XLF $XRT $SPY
Ro_Patel
Posted - 01/17/24
Us Retail Sales rose +0.6% m/m in Dec vs est of +0.4% m/m & +5.6% y/y (or +2.2% y/y adj'd for CPI) - Sales ex-autos rose +0.4% vs est of +0.2% - The “control group” increased +0.8% (used when computing GDP) - Gasoline is down -22.9% over 3 months & -6.6% y/y $XLY $XRT $PBJ $XLF - $SPY
jverv
Posted - 01/11/24
$PBJ the fact y'all don't have $TLRY who owns 15 brands of beer is a disgrace.
The fact you don't have $SNDL who is the largest liquor distributor in Canada is a disgrace
Ro_Patel
Posted - 01/10/24
BoA: US Consumers are planning to pull back a bit this year, potentially trimming their spending on meals out & other experiences. The firm explained that consumer spending finished solidly in FY23, with total card spending per household increasing by +0.2% y/y, while on a s/adj'd basis, per household spending was positive for the 2nd month in a row, rising +0.1% m/m. Top two 2024 financial resolutions, according to its survey respondents, are increasing savings & paying off credit cards. $XRT $XLY $XLF $ARKF $PBJ
Ro_Patel
Posted - 3 months ago
US consumer credit use rose by +$23.7B in Nov vs est of +$9B increase following an upwardly revised +$5.8B increase in the previous month. Revolving credit use rose by +$19.1B in Nov after increasing by +$2.9B in Oct, while nonrevolving credit, which includes purchases of vehicles, rose by +$4.6B after a +$2.9B increase in the previous month. Separately, US consumers' projection of inflation over the short run fell to the lowest level in nearly 3 years in Dec. Inflation 1 year from now is expected to be at +3%, the lowest reading since Jan 2021, vs a projection of +3.4% in Nov - 3 years from now at +2.6%, vs +3% in Nov & 5 years ahead were at +2.5% vs +2.7% in Nov. On balance, more households were upbeat about their financial situation in Dec & were more optimistic about conditions in the job market $XLF $XRT $PBJ $XLY - $SPY
Ro_Patel
Posted - 4 months ago
Labour markets still strong = continued retail spending?? Separately, Adobe Analytics: Consumers spent $222.1B online from Nov 1 to Dec 31, up +4.9% y/y & setting a new record for holiday e-commerce ($123.5B up +6% y/y). BNPL usage hit an all-time high, contributing $16.6B in online spend, up +14% y/y. Mobile hit a new milestone with 51.1% of online sales coming through smartphones (up from 47% in 2022). The Adobe Digital Price Index, which tracks online prices across 18 product categories shows that e-commerce prices have fallen for over a year now (down -5.3% y/y in Dec. 2023). Adobe’s numbers are not adjusted for inflation, but if online inflation were factored in, there would have been higher growth in topline consumer spend. $XLY $XRT $PBJ $USO $SPY
tickeron
Posted - 12/31/23
How does this affect your portfolio? $PBJ entered Uptrend as Momentum indicator ascends above 0 level. View odds of downtrend. https://srnk.us/go/4955926
tickeron
Posted - 12/27/23
A.I.dvisor made a bullish call on $PBJ, netting in a 5.35% gain over 2 weeks https://srnk.us/go/4952918
Ro_Patel
Posted - 12/26/23
Mastercard: US retail sales rose +3.1% b/n Nov. 1 & Dec. 24, as shoppers looked for last-minute Christmas deals amid big promotions. Ecommerce sales grew at the slower pace of +6.3% compared to last year's +10.6% as the popularity of online shopping came off pandemic highs, the report showed. Sales in the apparel & restaurant categories rose +2.4% & +7.8%, respectively, during the holiday shopping period, while sales of electronics fell -0.4%. CRFA Research: Many shoppers waited for Black Friday & Cyber Monday to make holiday purchases and finished the final sprint during Super Saturday. "Consumers are still spending, but they're still price conscious and want to stretch their budgets," Adding the weeks b/n Cyber Monday & Super Saturday were a "soft period" for spending, but shoppers used the final weekend before Christmas to look for "big deals." $AMZN $WMT $PBJ $XRT $BBY
Rocky369_Discord
Posted - 12/25/23
$PBJ.X $PBJ PEANUT BUTTER J... (TOTAL MKTCAP $815.28K) Target PTs .0014-ish --> .0004 --> .0024 --> .0005 --> .0019 --> .00046 https://www.dextools.io/app/en/solana/pair-explorer/AKKzpKuiqJVL9YMdZ8kTQAXkXhB7T2MVcUY7xpB5SKQx
spacebat
Posted - 5 months ago
$SPX $PBJ $SPY $XLF $XRT
Ro_Patel
Posted - 5 months ago
US Services PMI at 52.7% - The sector has grown in 41 of the last 42 months, with the lone contraction in December 2022. $PBJ $XLF $XRT - $SPY $SPX
Ro_Patel
Posted - 5 months ago
Consumer spending will continue to hold up until more are afraid of losing their jobs. $XRT $PBJ $JETS $XLY - $SPY
tickeron
Posted - 11/27/23
A.I.dvisor is predicting $PBJ is about to move higher. View odds of uptrend. https://srnk.us/go/4925829
Ro_Patel
Posted - 11/14/23
BLS: Over the last 12 months, the all items CPI increased +3.2% vs est of +3.3% The index for shelter continued to rise in Oct, offsetting a decline in the gasoline index & resulting in the s/ad'd index being unchanged over the month. The energy index fell -2.5% over the month as a -5.0% decline in the gasoline index more than offset increases in other energy component indexes. The food index increased 0.3% in Octr, after rising +0.2% in Sept. The index for food at home increased +0.3% over the month while the index for food away from home rose +0.4%. The index for all items less food and energy rose +0.2% in Oct, after rising +0.3% in Sept. Indexes which increased in Oct include rent, owners’ equivalent rent, motor vehicle insurance, medical care, recreation, & personal care. The indexes for lodging away from home, used cars & trucks, communication, and airline fares were among those that decreased over the month. $XLY $XLP $PBJ $XLE - $SPY
tickeron
Posted - 11/10/23
What do you think of this? $PBJ price moved above its 50-day Moving Average. View odds of downtrend. https://srnk.us/go/4911089
