A Couple Cents

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Macro: [ECB RATE HIKES] European Central Bank Confirms July Rate Hike Plans, Raises Inflation Projections - CNBC [REDUCING CHINESE TARIFFS] U.S. Considering Reducing Tariffs on China to Ease Inflation, Yellen Says - WSJ Related: China's Exports Rebounded in May as Covid Restrictions Eased [GLOBAL OIL PRICES] U.S., European Allies Try to Restrain Global Oil Prices - WSJ Crypto: [TERRA FALLOUT] Tether Cedes Territory to Rival Stablecoins as Crypto Investors Diversify - WSJ South Korea Investigates Terra Labs for Alleged Bitcoin Embezzlement Following UST Collapse - CoinDesk Business: [TWITTER BOT DATA] Twitter Will Reportedly Hand Over Internal Data to Soothe Musk's Bot Fears - TechCrunch Yesterday, U.K.-based GlobalData published a study alleging that at least 10% of Twitter users could be bots. [ROBINHOOD VS. SEC] Robinhood Executive Attacks SEC's Plans to Shake Up Stock-Trading Rules - WSJ [EXXON RECORD HIGHS] Exxon's Stock Hits First Record High in Eight Years - YahooFinance Events: CPI at 8:30 tomorrow Earnings: Today PM: DocuSign, Vail Resorts, Stitch Fix --- Send in a voice message: https://anchor.fm/acouplecents/message

Walmart Heir Rob Walton Agrees to Buy Denver Broncos for $4.65 Billion - WSJ Most for an American sports franchise ever Macro: [INFLATION PERSISTING?] Janet Yellen and World Bank Expect Elevated Inflation to Persist - WSJ [AMERICAN TRAVEL] Americans Poised to Travel Overseas at Near Pre-Covid Levels This Summer - WSJ [MORTGAGE DEMAND FALLS] Mortgage Demand Falls to Lowest Level in 22 Years - CNBC Crypto: [PAYPAL CRYPTO TRANSFERS] PayPal Enables Crypto Transfers to External Wallets, Exchanges - Blockworks [SOLANA'S INVESTMENT] Solana Commits $100M to Support South Korean Crypto Projects - CoinDesk Business: [CREDIT SUISSE LOSS] Credit Suisse Warns of Another Loss as Capital Recedes - WSJ [SPIRIT DELAYS] Spirit Airlines Shareholder Meeting Postponed to Continue Deal Talks - CNBC Earnings: Today PM: Five Below, Skillsoft Tomorrow AM: Nio, Bilibili --- Send in a voice message: https://anchor.fm/acouplecents/message

Macro: [COMMERCIAL DECLINES] Commercial Property Sales Slow as Rising Interest Rates Sink Deals - WSJ [NEW SEC RULES?] SEC Closes In on Rules That Could Reshape How Stock Market Operates - WSJ Crypto: [CRYPTO BILL] Key US Senators Introduce Crypto Bill Outlining Sweeping Plan for Future Rules - CoinDesk [BINANCE INVESTIGATION] Binance Under SEC Investigation Over its 2017 ICO Listing - Blockworks Business: [APPLE WWDC 2022] Everything Apple Just Announced at the WWDC 2022 Keynote - TechCrunch [ELON VS. TWITTER] Elon Musk Threatens to End Twitter Deal Over Lack of Information on Spam Accounts - WSJ Related: Texas Attorney General Opens Investigation of Twitter Bots [TARGET'S WARNING] Target Warns Profit Will Drop Because It Has Too Much Inventory - WSJ Other Headlines: Peloton Hires AWS Exec As The New CFO - CNBC BuzzFeed Shares Drop 41% in Wake of Investor Lockup Expiration - WSJ Kohl's Enters Exclusive Sale Talks with Franchise Group - WSJ Earnings: Today PM: Dave and Busters, Smartsheet Tomorrow AM: Campbell Soup, Brown-Forman --- Send in a voice message: https://anchor.fm/acouplecents/message

Macro: [AMERICANS PESSIMISTIC] Inflation, Political Division Put U.S. in a Pessimistic Mood, Poll Finds - WSJ [SOLAR TARIFF PAUSE] White House Set to Pause New Tariffs on Solar Imports for Two Years - WSJ Crypto: [FRAUDS & SCAMS] Frauds and Scams Top $1B since 2021, FTC Says - Blockworks Related: BAYC Discord Compromised, NFTs Totaling 200 ETH Stolen [BINANCE + PANCAKESWAP] Binance Labs Invests in DEX PancakeSwap; CAKE Jumps Nearly 10% - CoinDesk Business: [RETAIL INVENTORIES] Macy's, Gap and Other Clothing Stores Are Stuck With the Wrong Items - WSJ [ICAHN DROPS GLOVES] Carl Icahn Dropping Proxy Fight Over Pig Treatment at Kroger - WSJ [JETBLUE BOOSTS SPIRIT DEAL] JetBlue Sweetens Offer for Spirit Airlines - Reuters Other stories: Amazon Split: 20-to-1 this morning Chinese Ride-Hailing Giant Didi Surges 50% After Reports That Regulators Are Ending Probes - CNBC Additions/Deletions from the S&P 500 - Newswire FYI****: CPI Data comes Friday Market Movers - CNBCEarnings: Today PM: NGL Energy, Coupa Software, GitLab Tomorrow AM: Academy Sports and Outdoors --- Send in a voice message: https://anchor.fm/acouplecents/message

Macro: [ECONOMIC HURRICANE] Jamie Dimon Says U.S. Consumers Still Have Six to Nine Months of Spending Power - WSJ [BIDEN: “NO QUICK FIX”] Biden Says No Short-Term Fix to High Energy, Grocery Prices - WSJ Related: Companies Struggle With Rising Prices, Fed's Beige Book Says Crypto: [SOLANA HALTED] Solana Halted by Bug Linked to Certain Cold Storage Transactions - CoinDesk [NFT INSIDER TRADING] Former OpenSea Exec Charged With NFT Insider Trading - Blockworks Business: [SANDBERG STEPS DOWN] Sheryl Sandberg Steps Down From Facebook's Parent Company, Meta - NYT [GAMESTOP EARNINGS] GameStop Reports $158 Million Loss and Decline in Hardware Sales - CNBC [SPAC DEALS FALL THROUGH] SeatGeek and Forbes Nix SPAC Deals During Market Pullback - WSJ Events: ADP Employment at 9:15 am OPEC+ Meeting Earnings: Today PM: Crowdstrike, Lululemon, RH, Okta, Asana, Samsara Tomorrow AM: BRP Inc. --- Send in a voice message: https://anchor.fm/acouplecents/message

Macro: The Fed will start shrinking its $8.9 trillion balance sheet this month. The first set of securities will run off on June 15th. [TRAVEL VS. GAS PRICES] Americans Start Summer Travel Season Beset by Record Gas Prices - WSJ The national average price for a gallon of regular unleaded gas hit $4.67 as of this morning, according to AAA. [SHANGHAI REOPENS] Shanghai Ready to Exit Lockdown as Covid Cases Drop - WSJ Crypto: [CRYTPO COUNTER LOBBY] Tech Experts 'Counter-Lobby' Washington Criticizing Crypto, Blockchain - CoinDesk [BINANCE FUND] Binance Launches $500M Fund to Drive Web3 Adoption - Blockworks Business: [SALESFORCE JUMPS] Salesforce Sales Jump 24%, Easing Concerns About Business Demand - WSJ [HP EARNINGS] HP Lifts Earnings Outlook Despite Supply-Chain Disruptions - WSJ [BNPL PAIN] Missed Payments, Rising Interest Rates Put ‘Buy Now, Pay Later' to the Test - WSJ Events: JOLTS Job Openings 10:00 am ISM Manufacturing – May 10:00 am Construction Spending – April 10:00 am Fed's Beige Book 2:00 pm Earnings: Today PM: GameStop, Chewy, HP Enterprise, C3.ai, MongoDB, UiPath, PureStorage, Elastic, Veeva Tomorrow AM: SpartanNash, Hormel Foods --- Send in a voice message: https://anchor.fm/acouplecents/message

Macro: [FOMC MINUTES] Fed Minutes Show Urgency for Raising Rates to Tame High Inflation - WSJ [INFLATION TOP?] CBO Boosts U.S. GDP Growth Estimates, Says Inflation Has Topped - CNBC First-quarter GDP declined 1.5%, worse than thought; jobless claims climb - CNBC Crypto: [CRYPTO DEBATE] The Crypto Security Debate Goes to Court - WSJ [SALVAGING TERRA?] Terra Averts Total Collapse With Plan to Split Blockchain - Bloomberg Business: [NVDA EARNINGS] Nvidia Stock Falls on Light Guidance, CFO Says Company Will Slow Hiring - CNBC Jake will go over some things during the ROIC stream [SNOW FALLS] Snowflake Falls After Saying Slower Sales Growth Ahead - Yahoo [BABA SURPRISE] Alibaba Beats Revenue Estimates On Demand For Niche China Shopping Services - Reuters Related: China Faces Growing Pressure to Iron Out Audit Deal With the U.S. Other Headlines: Aramco Approached Valvoline About Potential Takeover of One of Its Units Apple Boosting Pay Budget for Workers Amid Tight Labor Market Broadcom's $61 Billion VMware Buy Is a Bet on Unsexy Software Elon Musk Plans to Rely More Heavily on Equity for Twitter Deal Market Movers: https://www.cnbc.com/2022/05/26/stocks-making-the-biggest-moves-premarket-macys-twitter-medtronic-and-more.html Earnings: Today PM: Costco, Zscaler, AutoDesk, Ulta Beauty, Dell, Workday Tomorrow AM: Canopy Growth, Big Lots, Pinduoduo --- Send in a voice message: https://anchor.fm/acouplecents/message

Macro: [BIZ GROWTH SLOWING] Inflation, Rising Rates Curb Global Economic Growth - WSJ Durable goods came out at 8:30 0.4% growth YoY, 0.5% expected [NEW-HOME SALES] New-Home Sales in April See Biggest Monthly Drop Since 2013 - WSJAlso: FOMC meeting minutes come out at 2:00 p.m. Crypto: [A16Z CRYPTO FUND IV] a16z Announces $4.5 Billion Web3 Fund Amid Market Turmoil - TechCrunch [CRYPTO INSURANCE] Insurance Providers Rethink Their Approach to Crypto - WSJ Business: [TOLL BROTHERS EARNINGS] Toll Brothers Q2 Earnings and Revenues Surpass Estimates - Nasdaq [STRONG RETAIL BRAND?] Nordstrom Raises Full-Year Outlook - CNBC [MARKET MOVES] Stocks Making the Biggest Moves: Dick's, Express, Wendy's, and More - CNBC Earnings: Today PM: Nvidia, Snowflake, Splunk, Box, Williams-Sonoma Tomorrow AM: Alibaba, Macy's, Dollar Tree, Dollar General, Baidu, Medtronic, Burlington --- Send in a voice message: https://anchor.fm/acouplecents/message

Macro: [BIZ GROWTH SLOWING] Inflation, Rising Rates Curb Global Economic Growth - WSJ Durable goods came out at 8:30 0.4% growth YoY, 0.5% expected [NEW-HOME SALES] New-Home Sales in April See Biggest Monthly Drop Since 2013 - WSJAlso: FOMC meeting minutes come out at 2:00 p.m. Crypto: [A16Z CRYPTO FUND IV] a16z Announces $4.5 Billion Web3 Fund Amid Market Turmoil - TechCrunch [CRYPTO INSURANCE] Insurance Providers Rethink Their Approach to Crypto - WSJ Business: [TOLL BROTHERS EARNINGS] Toll Brothers Q2 Earnings and Revenues Surpass Estimates - Nasdaq [STRONG RETAIL BRAND?] Nordstrom Raises Full-Year Outlook - CNBC [MARKET MOVES] Stocks Making the Biggest Moves: Dick's, Express, Wendy's, and More - CNBC Earnings: Today PM: Nvidia, Snowflake, Splunk, Box, Williams-Sonoma Tomorrow AM: Alibaba, Macy's, Dollar Tree, Dollar General, Baidu, Medtronic, Burlington --- Send in a voice message: https://anchor.fm/acouplecents/message

Macro: [CEOS ON RECESSION] CEOs Fret Over Economy at the World Economic Forum - WSJ [GOLDMAN'S TAKE] Stocks Will Bottom Once Fed Signals Shift, Goldman Says - Bloomberg There Is a Rush for Cash on Wall Street - WSJ Crypto: [CRYPTO STABILITY RISK] Crypto Shows All the Signs of Financial Stability Risk, ECB Says - Bloomberg [FED SURVEY] Fed Survey: 12% of U.S. Adults Held Crypto in 2021 - CoinDesk Business: [SNAP PLUNGES] Snap Shares Plunge 30% After CEO Warns Company Will Miss Earnings Estimates - CNBC [ZOOM EARNINGS] Zoom Pops on First Quarter Earnings Beat and Strong Guidance - CNBC [AMAZON SUBLETS] Amazon Plans to Sublet Warehouse Space to Reduce Excess Capacity - WSJ Additional Stories: Airbnb China Closes Domestic Unit to Cut Costs As It Bets on Border Reopening - TechCrunch Didi Says It Will Proceed With Delisting From NYSE - WSJ Follow-up: Broadcom in Talks to Pay About $60 Billion for VMware - WSJ Stocks Making Moves - CNBC Additional Stories: Today PM: Star Bulk, Nordstrom, Intuit, Toll Brothers Tomorrow AM: Dick's Sporting Goods, Express --- Send in a voice message: https://anchor.fm/acouplecents/message

Macro: [STAGFLATION?] High Inflation, Slowing Growth Raise Risk of Global Downturn - WSJ [LOAN DELINQUENCIES] More Subprime Borrowers Are Missing Loan Payments - WSJ Crypto: [CRYPTO TURMOIL?] More Crypto Market Turmoil Is Predicted by SEC Chairman Gary Gensler - WSJ [FTX STOCK TRADING] FTX US Debuts Stock Trading in Push for Bigger Slice of US Retail Pie - CoinDesk Business: [KOHL'S SLASHES OUTLOOK] Kohl's Slashes Full-Year Outlook, Says Final Sale Bids Expected in Coming Weeks - CNBC [TENCENT EARNINGS] Tencent Profits Plunge As It Grapples With Lockdowns, Regulation - CNBC [KLARNA VALUATION DROP] SoftBank-Backed Fintech Giant Klarna Looks for New Funds at Lower Valuation - WSJMelvin Capital to Close Funds, Return Cash to Investors - WSJ Tesla Loses Spot on S&P ESG Index Due to Concerns Over Crashes, Working Conditions - BloombergEarnings: Today PM: Applied Materials, Palo Alto Networks Tomorrow AM: John Deere, Foot Locker --- Send in a voice message: https://anchor.fm/acouplecents/message

Macro: [HOUSING STARTS] U.S. Single-Family Starts Tumble; Construction Backlog at Record High - Reuters The report from the Commerce Department shows a record backlog of homes approved for construction but have yet to be started. Homebuilder sentiment falls to 2-year low on declining demand and rising costs. [POWELL VS. INFLATION] Powell Says Fed Has Resolve to Bring U.S. Inflation Down - WSJ Speaking of Inflation… U.K. Inflation Hits 40-Year High - WSJ Crypto: [CHINA CRYPTO MINING] China Reemerges as Top Mining Hub a Year After Blanket Ban - Blockworks [ROBINHOOD WALLET] Robinhood Plans ‘Web 3' Crypto Wallet for DeFi Traders, NFT Buyers - CoinDesk Business: [TARGET TUMBLES] Target Earnings Squeezed by Inflation and Fuel Costs - CNBC [LOWE'S SALES DECLINE] Lowe's Sales Decline as Demand Cools - CNBC [NETFLIX STAFF CUTS] Netflix Cuts About 150 Staffers in Another Round of Layoffs - WSJ Earnings: Today PM: Cisco, Bath & Body Works, Copart Tomorrow AM: Lightspeed, Kohl's, BJ's, Eagle Materials --- Send in a voice message: https://anchor.fm/acouplecents/message

Macro: [RETAIL SALES GROW] Retail Sales Grew 0.9% in April - WSJ [SUPPLY SHORTAGES] U.S., EU Boost Trade Ties to Remedy Supply Shortages - WSJ Crypto: [STATE OF CRYPTO] a16z Addresses Downturn in Inaugural State of Crypto Report - CoinDesk The VC firm Andreessen Horowitz (a16z) released its inaugural State of Crypto report this morning. All of the State of Crypto report slides are here. [COIN HIRING HOLD] Coinbase Pares Back Hiring Plans Amid Weak Earnings, Poor Market Condition - CoinDesk Coinbase dropped the news in an open note to employees. Business: [ELON & TWITTER] Elon Musk Says Twitter Deal Can't Move Forward Without More Clarity on Fake Accounts - WSJ [MSFT PAY BOOST] Microsoft Boosts Pay in Fight for Talent - WSJ [EARNINGS ROUND-UP] This Morning's Earnings Round-Up Walmart Reports Big Earnings Miss as Higher Costs, Supply Chain Eat into Profits - CNBC Home Depot Raises Full-Year Outlook After Earnings Beat - CNBC Shopee-Owner Sea Tops Revenue Estimates on E-commerce Strength - Yahoo JD.com Revenue Jumps, Defying China Lockdown Hit to Spending - Bloomberg Events NAHB Housing Market Index at 10:00 am Jerome Powell speaks at the WSJ Future of Everything Festival at 2:00 pm Earnings Today PM: Doximity, dLocal, The Container Store Tomorrow AM: ZIM, Target, Lowe's, TJX, Dynatrace, Colgate-Palmolive --- Send in a voice message: https://anchor.fm/acouplecents/message

Macro: [RATE RISE IMPACTS] Borrowing Costs Ballooning for Homebuyers - WSJ [DOLLAR STRENGTH] The Dollar Flashes Strength - WSJ Breaking story: China's Economic Distress Deepens as Lockdowns Drag On Crypto: [BTC LOSSES] Bitcoin Sees Seven Straight Weeks of Losses For the First Time - CoinDesk [LUNA DRAINS RESERVES] Luna Foundation Guard Left With 313 Bitcoin After UST Crash - CoinDesk Business: [MCDONALD'S EXITS RUSSIA] McDonald's to Exit From Russia After Three Decades - NYT [JETBLUE HOSTILE TAKEOVER] JetBlue to Launch Tender Offer for Spirit - WSJ [TWITTER DEAL ‘ON HOLD'] Elon Musk Says His $44 Billion Twitter Deal Is 'On Hold' - WSJBiggest Movers - CNBC (Carvana, Warby Parker) Earnings Today PM: Take-Two, Sundial, Nubank, Global E Tomorrow AM: Walmart, HD, Sea, JD --- Send in a voice message: https://anchor.fm/acouplecents/message

Macro: [PPI HITS 0.5%] Producer Price Index for final demand increased 0.5 percent, in line with expectations - BLS · April Inflation Report Cinches Fed's Half-Point Rate Rise Path - WSJ [CASINOS ARE BACK] Casinos Just Had Their Best Month Ever - WSJ Crypto: [EU VS. STABLECOINS] EU Commission Favors Ban on Large-Scale Stablecoins, Document Shows - CoinDesk [TETHER LOSES PEG] Tether Loses $1 Peg, Bitcoin Briefly Drops Near $24K - CoinDesk Business: [DISNEY EARNINGS] Disney Reports Jump in Disney+ Subscribers in Latest Quarter - CNBC [RIVIAN PRODUCTION GOALS] Rivian CEO Says Its Chip-Shortage Problems Will Ease This Year - WSJ [SOFTBANK BIG LOSS] SoftBank Reports $13 Billion Annual Loss, Hit by Tech-Share Slump - WSJ Other Earnings/Biggest Movers - CNBC Instacart Files Confidentially for IPO - WSJ Today PM: Affirm, Aurora, Compass, Figs --- Send in a voice message: https://anchor.fm/acouplecents/message

Macro: [TRAVEL INFLATION] Americans Planning Summer Travel Face a New Hurdle: High Inflation - WSJ [FED STABILITY REPORT] Inflation, Sharp Rise in Interest Rates Pose Financial Risks, Fed Says - WSJ Crypto: [UST DEPEGGED] UST Stablecoin Loses Dollar Peg for Second Time in 48 Hours - CoinDesk [CRYPTO LIQUIDATIONS] Crypto Market Crash Leads to $1B in Liquidations - CoinDesk Business: [UPSTART DOWN BAD] Upstart Stock Cut In Half After Earnings as Company Cuts Outlook - MarketWatch [PELOTON CRASH] Peloton Posts Deeper Loss Than Estimated, Cuts Outlook - Bloomberg [BLDR STRONG] Builders FirstSource Reports Record First Quarter 2022 Results - Yahoo Earnings: Today PM: SoFi, Roblox, Occidental Petroleum, Trade Desk, Coinbase, Unity, Matterport, Rocket Companies Tomorrow AM: Yeti, Fiverr, EVgo, Paysafe, Mastercraft --- Send in a voice message: https://anchor.fm/acouplecents/message

Macro: [TRAVEL INFLATION] Americans Planning Summer Travel Face a New Hurdle: High Inflation - WSJ [FED STABILITY REPORT] Inflation, Sharp Rise in Interest Rates Pose Financial Risks, Fed Says - WSJ Crypto: [UST DEPEGGED] UST Stablecoin Loses Dollar Peg for Second Time in 48 Hours - CoinDesk [CRYPTO LIQUIDATIONS] Crypto Market Crash Leads to $1B in Liquidations - CoinDesk Business: [UPSTART DOWN BAD] Upstart Stock Cut In Half After Earnings as Company Cuts Outlook - MarketWatch [PELOTON CRASH] Peloton Posts Deeper Loss Than Estimated, Cuts Outlook - Bloomberg [BLDR STRONG] Builders FirstSource Reports Record First Quarter 2022 Results - Yahoo Earnings: Today PM: SoFi, Roblox, Occidental Petroleum, Trade Desk, Coinbase, Unity, Matterport, Rocket Companies Tomorrow AM: Yeti, Fiverr, EVgo, Paysafe, Mastercraft --- Send in a voice message: https://anchor.fm/acouplecents/message

Macro: [OIL PRODUCTION] Oil Prices Top $100, Yet Some Big U.S. Frackers Let Their Production Fall - WSJ [BIG PORTS PROBLEM?] Port Labor Talks Pose New Complication for Supply Chain - WSJ Crypto: [CRYPTO PRICES FALL] Crypto Prices Slump Over the Weekend - WSJ [TVL HITS LOWS] DeFi Locked Value Falls to Yearly Low, $27B Lost Over the Weekend - CoinDesk Business: [PALANTIR TUMBLES] Palantir Earnings, Revenue Guidance Miss as Stock Falls - Yahoo [LOW-INCOME BROADBAND] AT&T, Comcast, Verizon, Others Commit to Low-Income Broadband Program - WSJ [UBER COST CUTTING] Uber CEO Tells Staff Company Will Cut Down on Costs - CNBC Earnings Today AM: Palantir, BioNTech, Duke Energy Today PM: Upstart, AMC, Plug Power, Novavax, Tattooed Chef, Blink, Lemonade Tomorrow AM: Peloton, Sysco, Builders FirstSource --- Send in a voice message: https://anchor.fm/acouplecents/message

Stocks had their biggest one-day gain since 2020 yesterday [FED RAISES RATES] Fed Lifts Interest Rates by Half Point in Biggest Hike Since 2000 - WSJ [PARTY LIKE IT'S 2019] American Consumers Are Shopping, Traveling, and Working Out Like It's 2019 - WSJ [PRODUCTIVITY FALLS] Labor productivity fell 7.5% in the first quarter, the fastest rate since 1947 - CNBC Crypto: [COINBASE MARKETPLACE] Coinbase Opens NFT Marketplace to All - CoinDesk [WARREN VS. FIDELITY] Sen. Elizabeth Warren Questions Fidelity's Plan to Put Bitcoin in 401(k)s - WSJ Business: [SHOP + ECOMM RESET] Shopify Sinks After Earnings Miss and $2.1 Billion Deliverr Deal - Bloomberg EBay, Etsy Drop on Weak Guidance, Caught Up in an E-Commerce Reset - CNBC [ROBINHOOD LENDING] Robinhood Launches Stock-Lending Program - TechCrunch Other Earnings: Yesterday PM: Twilio Today AM: Crocs, Penn National, Sunrun, Wayfair, NikolaEarnings Today PM: Block, Fubo, Lucid, Cloudflare, Opendoor, Mercado Libre, Wish, Doordash --- Send in a voice message: https://anchor.fm/acouplecents/message

Macro: [JOB OPENING RISE] U.S. Job Openings, Quits Reach March Records in Tight Labor Market - WSJ [EU'S RUSSIAN GAS] Europe Scrambles for Energy Before Cutting Itself Off From Russia - WSJ Crypto: [NFT SALES DOWN] NFT Sales Are Flatlining - WSJ [CRYPTO LAUNDERING] Council of Europe Calls for Crypto Laundering Clampdown - CoinDesk Business: [AMD CRUSHES EARNINGS] AMD Sales Jump 71%, Shrugging Off Concerns About PC Slowdown - CNBC [UBER VS LYFT] Uber Pulls Forward Earnings Results After Lyft Shares Plunge on Light Guidance - CNBC [AIRBNB PROFIT?] Airbnb Revenue Climbs on Record Nightly Bookings and Higher Prices - WSJ Other Earnings this AM: Moderna, CVS, Generac, Marriott, Yum Brands Starbucks yesterdayFOMC Rate Decision at 2:00 Powell Presser at 2:30Earnings: Today (PM): Etsy, Twilio, Fortinet Tomorrow (AM): Shopify, Crocs, Penn National Gaming, Datadog, Royal Caribbean, Wayfair --- Send in a voice message: https://anchor.fm/acouplecents/message

[10-YEAR HITS 3%] 10-Year Treasury Yield Hits 3% for First Time Since 2018 - WSJ [MORTGAGE RATES] Home Buyers Are Finding Ways to Take the Sting Out of Rising Mortgage Rates - WSJ [CHINA OUTBREAK] Beijing, Shanghai Outbreaks Renew Debate Over China's Covid-19 Strategy - WSJ Crypto: [SEC CRYPTO COPS] SEC to Hire More Cryptocurrency Cops to Fight Digital Frauds - WSJ [FIFA + ALGORAND] Algorand Scores FIFA Partnership; ALGO Prices Surge - CoinDesk Business: [BP TAKES RUSSIA HIT] BP Takes $25.5 Billion Hit From Russia Exit - WSJ [TRAVEL STOCKS?] Expedia Revenue Jumps, Sees a 'Robust' Summer Recovery - Barron's MGM Resorts Offers $607 Million for Swedish Online Gambling Company - WSJ Earnings: This AM (Pfizer, BP, KKR, Hilton) This PM (AMD, Airbnb, Starbucks, Lyft, Match Group) Tomorrow AM: (Moderna, CVS, Generac, Marriott) --- Send in a voice message: https://anchor.fm/acouplecents/message

Macro: Americans Are Showing Inflation Fatigue, Some Companies See a Breaking Point - WSJ Fed Prepares Double-Barreled Tightening With Bond Runoff - WSJ Crypto: Solana Goes Dark for 7 Hours as Bots Swarm 'Candy Machine' NFT Minting Tool - CoinDesk After Eight Years, Wikipedia Stops Accepting Crypto Donations - Decrypt Telegram Adds Crypto to Messaging App, Opening Path to Payments - CoinDesk Business: Buffett Says Berkshire Owns 9.5% of Activision Blizzard Shares - CNBC Berkshire Earnings Decline on Slowing Economic Growth - CNBC Apple Abused Dominance in Mobile-Wallets Markets, According to Preliminary EU View - WSJOne recent headline: Spirit Rejects JetBlue Bid, Will Stick with Frontier Deal - WSJ Events: FOMC Meeting this week (Wed) Earnings: Today AH (Expedia, Diamondback Energy, MGM Resorts) --- Send in a voice message: https://anchor.fm/acouplecents/message

Macro: [GDP DOWN] U.S. Economy Shrank in First Quarter - WSJ [SUPPLY SHOCKS] Russian Gas Cutoff Symbolizes New Era of Supply Shocks and Inflation - WSJ Crypto: [SEC RULE PUSHBACK] Cryptocurrency Firms Push Back Against Proposal to Police Treasury Markets - WSJ [BTC LEGAL TENDER] Central African Republic Becomes Second Country to Adopt Bitcoin - Blockworks Business: [FB STOCK JUMPS] Facebook Revenue Slows, User Gains Fuel Stock - WSJ [TDOC PLUMMETS] Teladoc Stock Plunges After Earnings Outlook Slashed, Large Impairment Charge - MarketWatch [TWTR EARNINGS] Twitter Reports User Bump, Revenue Miss in Q1 - CNBC Other news: PayPal Shares Rise After Quarterly Results - Yahoo Ford Posts $3.1 Billion First-Quarter Loss, Maintains 2022 Outlook - WSJ McDonald's Revenue Tops Estimates - CNBC Carvana Turns to Apollo for Cash - WSJ --- Send in a voice message: https://anchor.fm/acouplecents/message

Macro: [SPENDING SLOWDOWN?] Cracks In Consumer Spending? - WSJ Related: Bookings for durable goods increased 0.8% in March according to the Commerce Department coming in under economist estimates of 1.0%. [BOND YIELDS] Real Yields Wade Toward Positive Territory, Denting Stocks - WSJ Crypto: [BITCOIN 401(K)] Fidelity to Allow Retirement Savers to Put Bitcoin in 401(k) Accounts - WSJ [BAYC STOLEN] NFTs Stolen After Bored Ape Yacht Club Instagram, Discord Hacked - CoinDesk Business: [TWITTER DEAL REACHED] Twitter Accepts Elon Musk's Offer to Buy Company in $44 Billion Deal - WSJ Jack Dorsey tweeted "Elon is the singular solution I trust." [ELECTRIC CORVETTE] GM's Corvette Is Going Electric - Bloomberg In a LinkedIn post, General Motors President Mark Reuss said the automaker will offer a hybrid Corvette as soon as next year. Related: Ford's first all-electric F-150 pickup truck is rolling off the assembly line today. [PEPSI EARNINGS] PepsiCo Raises Revenue Outlook as Earnings Beat Estimates - CNBCEarnings: AH: Microsoft, Alphabet, Visa, GM, Enphase, Chipotle, Texas Instruments Tomorrow Before Open: Boeing, Spotify, T-Mobile --- Send in a voice message: https://anchor.fm/acouplecents/message

Macro: [JOB SWITCHING] Workers Are Changing Jobs, Raking In Big Raises [BEIJING LOCKDOWN?] Beijing Braces for Omicron Wave With Hoarding and Testing Crypto: [CRYPTO PAYOUTS] Payment Company Stripe Enables Crypto Payouts in USDC [GPU PRICES] GPUs Get Cheaper as Ethereum's Switch to PoS Gets Closer Business: [TWITTER/ELON] Twitter, Elon Musk Are in Talks to Strike a Deal [PE EYES TOSHIBA] CVC, KKR Mulling Toshiba Buyout Bids [ARKK FLOWS] Cathie Wood's Flagship Fund Is Down 45% YTD. Money Is Still Flowing In --- Send in a voice message: https://anchor.fm/acouplecents/message

Macro U.S. Home Prices Hit a Record in March - WSJ Powell Could Seal Expectations of Half-Point Rate Rise in May - WSJ Crypto Coinbase NFT Marketplace Goes Live - CoinDesk Goldman Says Apple, Meta Lead in Developing Metaverse Technology - CoinDesk Business Tesla Reports $18.76 Billion in Revenue and Record Margins in Q1 - CNBC Ackman's Hedge Fund Sheds Stake in Netflix - WSJ United Airlines Sees a Return to Profit on Surging Summer Travel - Bloomberg Earnings After Close: Snap, Intuitive Surgical Earnings Tomorrow: Verizon, American Express --- Send in a voice message: https://anchor.fm/acouplecents/message

Macro IMF Sees Global Economic Slowdown Amid Ukraine War - WSJ Biden Administration Restores Stricter Environmental Reviews - WSJ Existing Home Sales at 10am Fed's Beige Book at 2pm Crypto Crypto Exchange Uniswap Hit With Class Action Lawsuit - Blockworks Australia Set to Introduce New Spot ETFs for Bitcoin and Ether Next Week - CoinDesk Business Netflix Explores a Version With Ads as Subscriber Base Shrinks - WSJ ASML Sees Rising Demand After Earnings Hit by Supply Snags - Yahoo Finance P&G Tops Wall Street Estimates as Price Hikes Counteract Inflation - CNBC Earnings AH Tesla, United Airlines --- Send in a voice message: https://anchor.fm/acouplecents/message

Macro Housing Starts and Permits Exceed March Expectations Led by Multifamily - Census Related: Homebuilder sentiment fell (77 vs. 78 est.) in April for a fourth straight month as elevated mortgage rates are exacerbating high prices for new and existing homes. The Fed Seeks a Soft Landing - WSJ Crypto North Korean Hackers Responsible for Last Month's Ronin Theft, FBI Confirms - Blockworks Blockchain.com Could Look at an IPO as Early as This Year - Bloomberg Business Apollo Global Considers Participating in a Bid for Twitter - WSJ Spotify Rival Deezer Strikes SPAC Deal Valuing It at About $1.1 Billion - TechCrunch Blackstone Bets on Campus Housing With $13 Billion Acquisition - WSJ Other News Under New Guidance, Zero Countries Remain on CDC's ‘Do Not Travel' Covid-19 List - WSJ Judge Throws Out Federal Mask Mandate for Public Transportation - WSJ Earnings Johnson & Johnson reported this morning Netflix / IBM / Interactive Brokers report this afternoon --- Send in a voice message: https://anchor.fm/acouplecents/message

Macro Several Million U.S. Workers Seen Staying Out of Labor Force Indefinitely - WSJ [LABOR FORCE STAYS OUT] Credit-Card Spending Belies Consumers' Glum View of the Economy - WSJ China's First Quarter GDP Beats Expectations - CNBC [CHINA'S GDP] Crypto Russian Crypto Bill Amendment Targets Mining, Trading - Blockworks [RUSSIAN CRYPTO BILL] Grayscale CEO on Bitcoin Spot ETF: 'A Matter of When and Not If' - CNBC [GRAYSCALE BITCOIN ETF] Business Rivian CEO Warns of Looming Electric-Vehicle Battery Shortage - WSJ [RIVIAN CEO: SHORTAGE?] Twitter Adopts Poison Pill Plan to Block Elon From Increasing Stake - WSJ [TWITTER POISON PILL] Bank of America Profit Falls But Tops Estimates - CNBC [BofA EARNINGS] Events NAHB Housing Market Index at 10:00 Earnings This Week: Netflix (Tuesday), ASML (Wednesday), Tesla (Wednesday), Snap (Thursday) --- Send in a voice message: https://anchor.fm/acouplecents/message

Macro U.S. Retail Spending Advanced Modestly in March - WSJ Crypto Ethereum Merge No Longer Expected in June - CoinDesk NFT of Jack Dorsey's First Tweet Ends With a Top Bid of $280 - CoinDesk Business Elon Musk Offers to Buy Rest of Twitter in $43 Billion Deal - WSJ Big Banks Report Earnings - CNBC GS - WSJ MS - CNBC WFC - WSJ C - CNBC UNH and TSMC also reported TSMC - FT UNH - MarketWatch Starbucks Prepares to Expand Worker Benefits That Might Exclude Unionized Staff - WSJ Andy Jassy's First Annual Shareholder Letter - CNBC + MARKETS CLOSED TOMORROW --- Send in a voice message: https://anchor.fm/acouplecents/message

Macro U.S. Producer Price Index Rises 11.2% - Bureau of Labor Statistics Chaotic Trading in Energy, Metals and Food Spills into Real World - WSJ Crypto Meta Plans to Take a Nearly 50% Cut on NFT Sales In Its Metaverse - CNBC Bored Apes Go Hollywood With Coinbase-Produced Movie Trilogy - CoinDesk Business Peloton Activist Takes Aim at New CEO, Again Pushes For Sale - CNBC Delta Says Travel Rebound Is Keeping Pace With Surging Fuel Costs - WSJ JPMorgan Results Marred by $524 Million Loss Tied to Ukraine War - Bloomberg Other earnings: BlackRock Bed Bath and Beyond Tomorrow's Earnings: TSMC Wells Fargo Goldman Citi Morgan Stanley UnitedHealth Group Ally --- Send in a voice message: https://anchor.fm/acouplecents/message

Sign up for the full streams, community, and our favorite investments! https://www.acouplecents.com/ All content in this episode is my opinions and personal research for entertainment purposes only. It does not represent financial advice, nor should it be construed as such. Topics covered (in order): Intro / Market Overview // Omicron // Fed Announcement // Macro // $PLTR // Growth vs. Value Stocks ($SE, $SHOP, $DDOG, $SQ, $TSLA, $NVDA, $PTON, $AMZN) // VM: $TI // Liquidity // VM: Insider Trading ($FIGS) // $UPRO // $CRWD // $PLTR // ROIC Portfolios // Chinese Stocks ($BABA) --- Send in a voice message: https://anchor.fm/acouplecents/message

This episode has been published and can be heard everywhere your podcast is available. Sign up for the full streams, community, and our favorite investments! https://www.acouplecents.com/ All content in this episode is my opinions and personal research for entertainment purposes only. It does not represent financial advice, nor should it be construed as such. Topics covered (in order): Intro / Market Overview // Evergrande // Omicron // Inflation // Crypto // Billionaires Selling Stock // $NU (Quick ‘Billionaires…' interruption) // VM: $SYK & $ISRG // VM: $GEF // VM: $ET // Research Request: $OLPX and PE Sponsors // Commodity Stocks // $HOOD --- Send in a voice message: https://anchor.fm/acouplecents/message

Sign up for the full streams, community, and our favorite investments! https://www.acouplecents.com/ All content in this episode is my opinions and personal research for entertainment purposes only. It does not represent financial advice, nor should it be construed as such. --- Send in a voice message: https://anchor.fm/acouplecents/message

This episode has been published and can be heard everywhere your podcast is available. Sign up for the full streams, community, and our favorite investments! https://www.acouplecents.com/ All content in this episode is my opinions and personal research for entertainment purposes only. It does not represent financial advice, nor should it be construed as such. Topics covered (in order): Intro / Market Overview // Fundamental Intrinsic Valuation // BOO:LN // What's a DCF? // $RBLX // $PTON // $ROKU // VM: $SQ // VM: $PYPL // VM: $GPN --- Send in a voice message: https://anchor.fm/acouplecents/message

Sign up for the full streams, community, and our favorite investments! https://www.acouplecents.com/ All content in this episode is my opinions and personal research for entertainment purposes only. It does not represent financial advice, nor should it be construed as such. Topics covered (in order): Intro / Market Overview // Growth Stock Trends // Rerating Defined (OTC: TCNNF) // Crypto // $PSFE // $OPFI // Wall Street Talk // VM: $OLPX // $TLRY --- Send in a voice message: https://anchor.fm/acouplecents/message

Sign up for the full streams, community, and our favorite investments! https://www.acouplecents.com/ All content in this episode is my opinions and personal research for entertainment purposes only. It does not represent financial advice, nor should it be construed as such. --- Send in a voice message: https://anchor.fm/acouplecents/message

Sign up for the full streams, community, and our favorite investments! https://www.acouplecents.com/ All content in this episode is my opinions and personal research for entertainment purposes only. It does not represent financial advice, nor should it be construed as such. Topics Covered (in order): Intro / Market Overview // $FB > Meta // $AMZN // $AAPL // CHIPS Act // VM: Real Estate / Fundrise // VM: $BRK.A // VM: $PTON --- Send in a voice message: https://anchor.fm/acouplecents/message

Sign up for the full streams, community, and our favorite investments! https://www.acouplecents.com/ All content in this episode is my opinions and personal research for entertainment purposes only. It does not represent financial advice, nor should it be construed as such. Topics Covered (in order): Intro / Bitcoin & Crypto // Market Overview // $BOWXU & $SNAP // $DWAC // Big Board Overview // VM: Cybersecurity Supercycle? // Big Board Big Plan // VM: Portfolio Management // VM: Buying in Pairs --- Send in a voice message: https://anchor.fm/acouplecents/message

Sign up for the full streams, community, and our favorite investments! https://www.acouplecents.com/ All content in this episode is my opinions and personal research for entertainment purposes only. It does not represent financial advice, nor should it be construed as such. Topics Covered (in order): Intro / Market Overview // Cents Investing Philosophy // VM: Long-Short Funds // VM: $YETI // VM: Finance Careers // $GRWG // Justin's ROIC Journey // $TDOC // $FORG // $RVIN vs $LCID --- Send in a voice message: https://anchor.fm/acouplecents/message

Sign up for the full streams, community, and our favorite investments! https://www.acouplecents.com/ All content in this episode is my opinions and personal research for entertainment purposes only. It does not represent financial advice, nor should it be construed as such. Topics Covered (in order): Intro / Market Overview // ROIC Big Board // What Does the Community Want? // Chinese Stocks // Long-Term Investing and Big Board Management // $BBBY // VM: $MTCB // VM: $SPOT // VM: Gold --- Send in a voice message: https://anchor.fm/acouplecents/message

**Cents Featured Podcast** Join Justin Oh and co-host Tom Nash in this week's Unpopular Opinions episode. This episode brings you an exclusive interview Winston Sterzel (aka SerpentZa), the original China YouTuber with deep expertise and personal experience in the country. Check out SerpentZa's YouTube channel here! https://www.youtube.com/serpentza Check out Unpopular Opinions YouTube channel here! https://www.youtube.com/c/UnpopularOpinions Sign up for Cents' full streams, community, and our favorite investments! https://www.acouplecents.com/ All content in this episode is my opinions and personal research for entertainment purposes only. It does not represent financial advice, nor should it be construed as such. --- Send in a voice message: https://anchor.fm/acouplecents/message

Sign up for the full streams, community, and our favorite investments! https://www.acouplecents.com/ All content in this episode is my opinions and personal research for entertainment purposes only. It does not represent financial advice, nor should it be construed as such. Topics Covered (in order): Market Overview / Cents Update // $WRBY // $OLPX // $PLTR // VM: $HBI // VM: House Renovations Funds // VM: $LSPD // $FB // $PSFE // $BROS // $RIVN --- Send in a voice message: https://anchor.fm/acouplecents/message

Sign up for the full streams, community, and our favorite investments! https://www.acouplecents.com/ All content in this episode is my opinions and personal research for entertainment purposes only. It does not represent financial advice, nor should it be construed as such. Topics Covered (in order): Intro/Market Overview // Evergrande // Fundrise // 1st Raffle Giveaway! // $PLTR DCF // $COOK DCF // 2nd Raffle Giveaway! // VM: $VRT // VM: $PGR --- Send in a voice message: https://anchor.fm/acouplecents/message

Sign up for the full streams, community, and our favorite investments! https://www.acouplecents.com/ All content in this episode is my opinions and personal research for entertainment purposes only. It does not represent financial advice, nor should it be construed as such. Topics Covered (in order): Intro/Market Overview // $PTON // $LULU // Cents Philosophy // $COOK // Crypto --- Send in a voice message: https://anchor.fm/acouplecents/message

Sign up for the full streams, community, and our favorite investments! https://www.acouplecents.com/ All content in this episode is my opinions and personal research for entertainment purposes only. It does not represent financial advice, nor should it be construed as such. Topics Covered (in order): Intro / Market Update // Hedge Fund vs. Private Equity // Solana // Cents Video Content Update // Raffle Giveaway! // Growth Stock Market // Hedge Funds - Delta Neutral // VM: TSE: LSPD // VM: $PD // VM: $COIN // Decentralized Exchanges // $LCID // VM: $QDEL // Dogecoin / Crypto // Raffle Giveaway! // $RKLB --- Send in a voice message: https://anchor.fm/acouplecents/message

Sign up for the full streams, community, and our favorite investments! https://www.acouplecents.com/ All content in this episode is my opinions and personal research for entertainment purposes only. It does not represent financial advice, nor should it be construed as such. Topics Covered (in order): Intro / Market Update // NFTs // Raffle Giveaway! // Justin's Favorite Cryptocurrencies // $PTON --- Send in a voice message: https://anchor.fm/acouplecents/message

Sign up for the full streams, community, and our favorite investments! https://www.acouplecents.com/ All content in this episode is my opinions and personal research for entertainment purposes only. It does not represent financial advice, nor should it be construed as such. Topics Covered (in order): Intro / Market Overview // What Mega Caps is Hiding // Growth-Oriented Investing // Thinking Like an Investor // Gold // $CRSR & $HIMS // OnlyFans IPO // $BABA Compared to Other Chinese Stocks // Yahoo Finance / Seeking Alpha // VM: $GAN // VM: At the Money Call Options // Raffle Giveaway! (+ Closing Thoughts) --- Send in a voice message: https://anchor.fm/acouplecents/message

Sign up for the full streams, community, and our favorite investments! https://www.acouplecents.com/ All content in this episode is my opinions and personal research for entertainment purposes only. It does not represent financial advice, nor should it be construed as such. Topics Covered (in order): Intro / Market Overview // First Giveaway $$ // Earnings // $PLTR // Second Giveaway $$ // IPO Fails // $ABNB // $BMBL // Third Giveaway $$ // $DIS (with $SPOT & other streaming platforms sprinkled in) --- Send in a voice message: https://anchor.fm/acouplecents/message

Sign up for the full streams, community, and our favorite investments! https://www.acouplecents.com/ All content in this episode is my opinions and personal research for entertainment purposes only. It does not represent financial advice, nor should it be construed as such. Topics Covered (in order): Intro / Earnings Week // Plans/Strategy for Cents // BlockFi Sponsorship // College // Fundrise Sponsorship // $HOOD // $LIT // $PGNY // VM: $GENI / Short Reports // VM: Long Call Options / Options profit calculator // VM: CSIQ // $PINS & $ETSY --- Send in a voice message: https://anchor.fm/acouplecents/message