American business-focused daily broadsheet newspaper based in New York City
Bakes' Takes Podcast Show Notes Saturday, October 16, 2021 :27 Why I do this—Bobby, Jack, please listen in. ‘87 crash, journey, technical analysis first, fundamentals second, not right or wrong, just works for me. read WSJ, Barron's Economist, listen to podcasts, devour relevant newsletters, monitor what Google alerts bring. Point you to them, but if you don't want to do that, please know that I'll do it for you and I eat home cooking, I have no conflicts. What are your pain points? Problems you'd like solved? Topics I should cover? Thank you. Thank you especially Charlie, Justin, Murph from this Luddite. 1:45 Supercast/Patreon levels. Weekly call with me on Discord, teach technical analysis, etc. You help me design the show. Guests I should reach out to. Text like I send to my sons. 610-331-4283. 1:58 Not investment advice. Please conduct, and share, your own due diligence. 2:05 Bakes' Take—Fan Mail! Calls! Questions! Mike! Jack—SOFI, FDX, UPS 3:02 Biden, trying to play Santa, Long Beach 24/7, etc. 4:11 $276, $266, average $271 vs. $228, -16%. The sell discipline works. 10x earnings? Don't care. Dead money. Why would you own this? $234 to $250 now resistance. 7:52 UPS Gap down on earnings, 7/27/21, never good, Dead cat bounce maybe to $200 or so, doubt it breaks above. Labor, goods, simply running out of time. 8:48 SOFI--Last week's chart… SOFI--$18.58, watch for big volume, plug into Google Alerts, $16.41 9:17 Agree with thesis—MS? student loans, restart in January, refi opportunity Higher rates good for them, NIM widen? Cross selling. Makes sense Noto—Chamath, high praise Compete with Robinhood, crypto? JPM, etc. sick of fintech eating lunch 10:54 Bakes' Take--$18.58 close! Big volume-yes! 11:03 $16.41 to $19.48, 11:12 33 mil shares short, 4%, not huge, but helpful 11:26 Bakes' Take—I encourage you to let markets point you to opportunity, rather than news, etc. 12:09 Square/SQ—close below 200 dma, big volume, great company, 144 P/E 12:48 SQ—low volume, stalling at resistance. Watch for 50 dma cutting down through 200 dma, then 200 dma turn down. 13:13 Bakes' Take—If you have a DDM you would bet your life on different story. Sell discipline kicked in works very well, if hit new highs so be it. 13:58 BUT…Good example for Bakes' Takes+--I will monitor your stocks/ETF's alert you of buy and sell points. What else would you like? 14:20 Coinbase/COIN--$280.61, watch for NH, volume picking up Charlie—Virgin Galactic/SPCE Last week's chart… 15:39 SPCE-space tourism? Not where want to be, Chamath has sold lot of stock 16:17 $23.23 down to $20.29. -14%+ Michael Sheetz, CNBC—Virgin Galactic stock plunges after company delays spaceflight tests to 2022 17:22 SPY—daily, gap down, close below 50, so far low volume rally to underside/resistance, just warning sign for now 18:15 AAPL—ok 18:41 MSFT—ok 19:08 AMZN—ok, Christmas logistics have to hurt 19:39 FB—not ok, but still respecting 200 dma 20:38 GOOGL--ok 20:42 Bakes' Take—20%+ of the SPX, ok, but just ok, again, seems tired, do companies get pass on earnings due to logistics, labor, energy, does not seem transitory 21:15 Bakes' Takes—My Themes/Groups 21:33 URNM--$71, $75, $80 now, likely consolidating base from here to $98, building next launch pad, volume increasing nicely, 96 RS, let THIS winner run! 22:13 Bakes' Take—Will alert you to the next URNM, searching hard 22:36 Bakes' Takes-Gray Swan 23:48 Bakes' Take-Lot of podcasts discussing now. Taiwan, Evergrande, HK, Tech, list keeps growing! Bakes' Take—Podcasts of the Week! 23:48 Bakes' Take— Will catch up on podcasts, reporters, charts, etc. wanted to address Jack first. Bakes' Take—Reporters of the Week! Bakes' Take— Bakes' Take—Charts/Tweets/Posts of the Week! Bakes' Takes- Bakes' Take— Newsletters of the Week Bakes' Take— Bakes' Ooh La La— Bakes' Take— 23:54 Please also subscribe to my Bakes' Takes YouTube Channel, the audio is the same but the charts that I reference are on the screen. Follow us on Twitter @BakesTakes_ and other social media. Please, please use your voice memo app, tape your question(s) and email to firstname.lastname@example.org or write if you prefer. I will also keep you anonymous is you'd like. Thank you for listening, Mike Wilson is my producer. Have a great week. Bakes 24:25 Bakes' Much-needed levity… https://www.youtube.com/watch?v=neUaSTSKFZc Official Ron White - I Got Thrown Out of a Bar
A.M. Edition for Oct. 19. Democrats are still trying to move two massive spending bills through Congress. But as WSJ's John McCormick explains, spending $3.5 trillion on soft infrastructure may not be the boon to economic growth that Democrats are hoping for. Former President Donald Trump is suing to block the release of White House records as part of the Jan. 6 Capitol riot investigation. And Texas passes a new congressional map bolstering the GOP and decreasing political representation for growing minorities. Peter Granitz hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
It could be the next generation of the internet. It could be bigger than the impact of the mobile revolution and many companies are gearing up to make it happen. I am talking about the ‘metaverse.' It is an immersive digital world where you can shop, gather with friends in the form of digital avatars, and experience a world that goes beyond the real one. The technology isn't completely there yet, but big tech companies like Microsoft and Facebook are working toward that goal. Sarah Needleman, tech reporter at the WSJ, joins us for what to expect from the metaverse and what it will take to get there. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
It could be the next generation of the internet. It could be bigger than the impact of the mobile revolution and many companies are gearing up to make it happen. I am talking about the ‘metaverse.' It is an immersive digital world where you can shop, gather with friends in the form of digital avatars, and experience a world that goes beyond the real one. The technology isn't completely there yet, but big tech companies like Microsoft and Facebook are working toward that goal. Sarah Needleman, tech reporter at the WSJ, joins us for what to expect from the metaverse and what it will take to get there. Next, interventions in diet, exercise and mental outlook are some of the best ways to add healthy years to your life. Experts who have studied longevity say that by the end of this century, it's possible that someone could live longer than the current record of 122 years old. There is a process in which certain stressors can activate genes that slow down cell growth and aging, and a lot of that can be triggered with diet and exercise. Matt Fuchs, contributor to The Washington Post, joins us for how to how to add healthy years. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Bitcoin ETFs: What to Know If You Plan to Invest After several months of review by government regulators, ProShares is expected to launch the first U.S.-listed bitcoin futures exchange-traded fund today. WSJ markets reporter Michael Wursthorn joins host J.R. Whalen to explain how the ETF works, and the potential risks investors would face. Learn more about your ad choices. Visit megaphone.fm/adchoices
Alphabet CEO Sundar Pichai discussed cybersecurity, tech innovation and government oversight with WSJ Editor in Chief Matt Murray at the WSJ's Tech Live conference. Register and tune in at techlive.wsj.com/tlpodcast. Learn more about your ad choices. Visit megaphone.fm/adchoices
Charlie kicks off the show with CNN's Brian Stelter's interview of former New York Times columnist, Bari Weiss, and gets absolutely humiliated on his own show. Charlie explains why moderates, liberals, and conservatives should use this exchange as a template for challenging leftists. Next, Charlie moves onto the supply chain crisis as the WSJ asks a provocative question: Where did all the workers go? Charlie breaks down the latest developments on Biden's latest domestic disaster, and plays the tape on paternity-leave- Sec. Pete's unbelievable take on the root causes of the crisis. Finally activist investor billionaire, Carl Icahn, warns the market over the long run will certainly ‘hit the wall' because of the Democrats unrelenting money printing and inflationary policies. Don't miss the Hillsdale Highlights at the end of this episode outlining How Identity Politics Destroys Equality taken from the Hillsdale course: Civil Rights in American History. Visit CharlieForHillsdale.com to take this class for free. Support the show: http://www.charliekirk.com/support See omnystudio.com/listener for privacy information.
As CEO of Alphabet, Google's parent company, Sundar Pichai is responsible for a massive, 144,000-person workforce. Right now, he's grappling with big issues, like how tech should be regulated, how to rein in cybercrime and how (or whether) workers return to the office. WSJ's Editor in Chief, Matt Murray, asks him about these issues and more. Learn more about your ad choices. Visit megaphone.fm/adchoices
Dennis returns to the radio. He was off three days last week because he tested positive for Covid. He's still recovering but doing well. He's looking forward to having natural immunity… Dennis talks to Erica Komisar, psychoanalyst and frequent contributor to the WSJ. Her new book is Chicken Little the Sky Isn't Falling: Raising Resilient Adolescents in the New Age of Anxiety. She also presented a recent PragerU video, Why Even Atheists Should Teach Their Children about God. See omnystudio.com/listener for privacy information.
A.M. Edition for Oct. 18. As China's third-quarter growth numbers disappoint, WSJ's James Willhite tells us what drove the slowdown. Congressional lawmakers question whether Amazon executives misled Congress. Facebook is set to hire 10,000 workers in the EU for its metaverse. And WSJ's Nick Timiraos explains why progressive Democrats are opposing a second term for Fed Chairman Jerome Powell. Peter Granitz hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
For millions of Americans hit by weather-related disasters, insurance only covers so much of the expense. WSJ tax reporter Laura Saunders joins host J.R. Whalen to discuss a proposal in Congress that would boost the amount of disaster-related expenses that people can deduct from their taxes. Learn more about your ad choices. Visit megaphone.fm/adchoices
The Wall Street Journal's Tech Live conference, featuring some of the biggest names and most influential people in the tech world, starts Monday. The WSJ's live journalism editor Kim Last joins host Zoe Thomas to preview the big themes that will come up at this year's event. Register and tune in at techlive.wsj.com/tlpodcast. Learn more about your ad choices. Visit megaphone.fm/adchoices
Photo: Newspaper readers, 1840 4/12: #CrossfireHurricaneDiary: Within a week, 2/28/17-3/4/17, Svetlana Lokhova is contacted by WSJ, WAPO, and NYT, all of whom suspect her to be a Russian agent. Svetlana Lokhova @TheRealSLokhova.
[htot: The emperor's new clothes; illustration by Hans Tegner The Emperor's Clothes are an alternative reality. Dan Henninger, @DanHenninger, @WSJOpinion WSJ editorial board and Wonder Land columnist. https://www.wsj.com/articles/joe-biden-alternative-realities-reconciliation-spending-cost-nothing-border-closed-psaki-11634158213 Dan Henninger, @DanHenninger, @WSJOpinion, WSJ editorial board and Wonder Land columnist.
Facebook shares just clocked in their fifth straight week of losses, down 14% since that damning WSJ article on Instagram. So have we finally seen the straw that broke the company's back? Plus, bitcoin rising above $60K for the first time since April. The Chart Master lays out where the crypto is going from here.
The World Health Organization last week recommended the first-ever vaccine for wide use against malaria, one of the world's deadliest diseases. Paul Kofi Awuffor, a public health worker in Ghana, shares how the vaccine can change lives, and WSJ's Denise Roland explains this historic landmark in public health. Learn more about your ad choices. Visit megaphone.fm/adchoices
A.M. Edition for Oct. 15. The worker shortage that emerged from the pandemic could be permanent. WSJ's Lauren Weber tells us what is driving the exodus. A former Boeing pilot is indicted for allegedly lying about the automated system blamed for the 737 MAX crashes. A judge says the Texas abortion law can remain in effect. Plus, former President Bill Clinton is admitted to hospital. And WSJ's Rochelle Toplensky talks retail as Macy's is urged to spin off its profitable e-commerce unit. Peter Granitz hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
The White House has scrambled to help ease the situation at ports off the coast of California and avert a holiday shopping crisis. President Biden announced this week that the Port of Los Angeles will be open 24/7 and that major companies will also expand their working hours to help offload products. While this may help in the short term, supply chain issues are expected to last into next year. Steven Overly, global trade and economics reporter at Politico, joins us for more. Next, some good airline news for a change. For all those that love their carryon bags, overhead bin space is getting bigger and there are also more spots. The changes are rolling out on newer planes, but space is increasing by 50% and both passengers and the airlines are finding that it is reducing the friction of loading on the plane. Scott McCartney, Middle Seat columnist at the WSJ, joins us for more space in those overhead bins. Finally, we recently heard that the ivory-billed woodpecker was deemed extinct and now the American bumblebee could be at risk. Their population has decreased by 89% across the country and has already disappeared from 8 states. Climate change, pesticides, loss of habitat, and competition from honey bees are driving their numbers down. Asha Gilbert, trending reporter at USA Today, joins us for what to know. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Satellites are emerging as powerful tools for combating climate change. WSJ energy policy reporter Tim Puko joins host Zoe Thomas to discuss how governments, private companies and climate activists are using satellites to monitor greenhouse gas emissions, and why some people aren't thrilled about that kind of monitoring. Learn more about your ad choices. Visit megaphone.fm/adchoices
P.M. Edition for Oct. 14. In the final days of the U.S. withdrawal from Afghanistan, images emerged of crowded and chaotic scenes at the Kabul airport, as thousands tried to flee the country. But a secret back door emerged, helping many evade the Taliban and escape. WSJ foreign-affairs reporter Jessica Donati joins host Annmarie Fertoli with the story of "Glory Gate." Learn more about your ad choices. Visit megaphone.fm/adchoices
Since the pandemic started last year, the disruptions to the global supply chain have only gotten worse. Delays at America's busiest commercial port, Los Angeles, are wreaking havoc on manufacturing and retail, leading the White House to get involved. WSJ's Sarah Nassauer and Costas Paris explain what the logjam means and how it can be fixed. Learn more about your ad choices. Visit megaphone.fm/adchoices
Main Topic: What are some of the differences between discipling someone short-term versus long-term? Andrew and Abigail share lessons learned and best practices from their own experience passing on the faith. [Timestamp 10:28] Listener Question: "What are your thoughts on celebrating Halloween with your kids and trick or treating? Is it an evil holiday?" [Timestamp 1:15] Faith & Culture: Andrew and Abigail discuss the Facebook Files exposé by the WSJ and how we should think about technology when it comes to living our faith. [Timestamp 34:25] ******************** Want to go deeper in your understanding of the topics discussed in this episode? Here are some resources we recommend: Being All in for Jesus in Your 30s – ITH podcast episode #34 Staying Focused on Jesus for a Lifetime with Cecil Bean – ITH podcast episode #43 The Facebook Files – WSJ article ******************** Help Us Multiply the Mission Subscribe and give us a 5-star review on Apple Podcasts Share this episode on Facebook If you believe in what we're doing and want to help us reach a wider audience, become a monthly supporter The post #113 – Best Practices for Short-Term and Long-Term Discipling appeared first on Into the Harvest
A.M. Edition for Oct. 14. Amid a reported attack on five American families connected to the U.S. Embassy in Colombia, WSJ's Vivian Salama tells us what we know about the mysterious neurological ailment known as Havana Syndrome. The WHO creates a new, bigger team to investigate the origins of Covid-19. Plus, Hollywood faces another strike that could put production at a near standstill. And WSJ's David Benoit explains why banks in this earnings season are positive about the future. Peter Granitz hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
Confusion in Texas over vaccine mandates. Gov. Greg Abbot just banned vaccine mandates for all entities in the state including private businesses. This could pose a problem for many companies that contract with the federal government since Biden has mandated that they do get vaccinated. Now, some companies are caught in the middle and could lose federal funding or run afoul of the state law. Mitchell Ferman, economy reporter at the Texas Tribune, joins us for more. Next, the employment recovery in the country is still a bumpy and uneven one. There are still more jobs than there are unemployed people and the pace of new hires was weak for last month. More women have dropped out of the labor force due to messy back to school rollouts and child care issues and lower-wage workers are waiting for new opportunities instead of going back to old jobs. Eli Rosenberg, labor reporter at the Washington Post, joins us for what we are seeing in unemployment numbers. Finally, while the majority of migrants coming to the border are very poor and take long perilous trips, some of the more affluent migrants and taking different routes. In some cases middle-class migrants from Brazil and Venezuela are taking flights to Mexico and then making the last leg of the trip by cab or bus. Alicia Caldwell, immigration reporter at the WSJ, joins us for some are flying to the border. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
From the WSJ Jobs Summit: Even as older Americans make up a larger percentage of the workforce, many find themselves facing age discrimination in their attempts to find a new job. The WSJ's Ray A. Smith and the Urban Institute's Richard Johnson discuss some of the challenges older workers face while job hunting, and ways to overcome them. Learn more about your ad choices. Visit megaphone.fm/adchoices
P.M. Edition for Oct. 13. Next year, seniors and other Social Security recipients will see their benefits go up by 5.9%, the largest increase in 40 years. But with inflation rising, will that cost-of-living boost be enough? WSJ labor economics and policy reporter Eric Morath joins host Annmarie Fertoli to discuss. Learn more about your ad choices. Visit megaphone.fm/adchoices
More than 100 countries agreed last week to a 15% global minimum corporate tax. WSJ's Richard Rubin details how the deal came together, and WSJ's Paul Hannon explains why Ireland - which has long had some of the lowest tax rates in Europe - finally got on board.
A.M. Edition for Oct. 13. As big energy companies tout 'carbon-neutral' oil and gas, WSJ's Dieter Holger discusses what this means for efforts to burn less fossil fuel. The U.S. will open its land borders for nonessential travel by vaccinated people. Plus, Social Security is set to rise the most in 40 years in a bid to combat the impact of soaring inflation. And WSJ's Alex Frangos weighs in on the third-quarter earnings season. Peter Granitz hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
Manufacturing and supply chain issues continue to affect most industries and if you are remodeling your kitchen or buying new appliances you might want to prepare for some delays. Some people have had to wait months and in extreme cases a year to get the appliances they ordered. To get by, some are using loaners from appliance stores or even doing dishes in the bathtub. Austen Hufford, manufacturing reporter at the WSJ, joins us for all the appliance delays. Next, President Biden's numbers have not been improving much and it seems to be the very thing he promised to fix, the pandemic, that's dragging him down. While there have been some really bad headlines with Afghanistan and immigration, the pandemic looms large as people experience fatigue with continued regulations. Christopher Cadelago, White House reporter at Politico, joins us for why Democrats are worried that Biden can't shake the pandemic. Finally, Facebook and Instagram have been under a lot of scrutiny after a whistleblower leaked internal documents about what the social media giant knows about how toxic Instagram can be to teen girls. In response, Instagram is working on features to help them take a break and nudge them away from harmful content. Kim Lyons, deputy news editor at The Verge, joins us for more. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Show notes: https://www.leanblog.org/427 My guest for Episode #427 of the Lean Blog Interviews Podcast is a returning guest, Karyn Ross. She was previously a guest in Episodes 266 and 411. She was also my guest for Episode #3 of My Favorite Mistake. Karyn has a new book called The Kind Leader: A Practical Guide to Eliminating Fear, Creating Trust, and Leading with Kindness. Scroll down for a 20% coupon you can use if you buy through the publisher. You can also enter to win a copy. Today, we talk the book and more, with topics and questions including: How do you define kindness? NPR story on the kindest family How do we help people understand that kindness is not a sign of weakness? My Favorite Mistake (out Thursday) Moses Harris interview Episode #110 How much unkind behavior is driven by people being scared? "Vicious circle of fear" "Collaboration, cooperation and kindness" chapter heading -- reminds me of how Dr. Deming used to rail against competition -- and I think that's especially true when talking about internal competition Systemic root causes of fear and unkind behavior -- Kind leaders can affect the system... Kindness and respect? Connections to Lean in the book A time when someone was kind to you at work? Recent KaiNexus webinar on psychological safety... also proven to drive results Workshop with Jessica House on the topic Blaming instinct...What do you mean by "always assume positive intent"? - examples? Negativity bias "Prefectionism isn't Kind" online workshop with Amy Mervak Morning session Afternoon session Little Kind Words Talk Show -- lessons learned from that? Doing live streaming -- "practice accepting what is" We're always learning... what have you learned about kindness since the book was published? "Pop up kindness stand"? -- WSJ article The podcast is sponsored by Stiles Associates, now in their 30th year of business. They are the go-to Lean recruiting firm serving the manufacturing, private equity, and healthcare industries. Learn more. This podcast is part of the #LeanCommunicators network.
Bakes' Takes Podcast Show Notes Friday, October 8, 2021 :26 Why I do this—Bobby, Jack, please listen in. ‘87 crash, journey, technical analysis first, fundamentals second, not right or wrong, just works for me. read WSJ, Barron's Economist, listen to podcasts, devour relevant newsletters, monitor what Google alerts bring. Point you to them, but if you don't want to do that, please know that I'll do it for you and I eat home cooking, I have no conflicts. What are your pain points? Problems you'd like solved? Topics I should cover? Thank you. 1:42 Thank you especially Charlie, Justin, Murph from this Luddite. 1:49 Supercast/Patreon levels. Weekly call with me on Discord, teach technical analysis, etc. You help me design the show. Guests I should reach out to. Text like I send to my sons. 610-331-4283. 2:39 Not investment advice. Please conduct, and share, your own due diligence. 2:50 Bakes' Take—Fan Mail! Calls! Questions! Mike! Jack—SOFI, 10-year yield 2:55 SOFI--$18.58, watch for big volume, plug into Google Alerts 4:20 Agree with thesis—student loans, restart in January, refi opportunity 4:59 Higher rates good for them, NIM widen? 5:30 Cross selling. Makes sense 5:34 Noto—Chamath, high praise 5:55 Compete with Robinhood, crypto? 6:09 JPM, etc. sick of fintech eating lunch 6:32 Bakes' Take--$18.58 close! Big volume? 7;26 10-year 1.57% CLOSE, 1.7%, 1.765%, wait for close but seems likely 8:12 Charlie, NYC, SPCE—Virgin, dead money, SpaceX private widely regarded as the best, all losing money, early imo, Momentus/MNTS, Maxar/MAXR, Rocket Lab/RKLB, Ark Space/ARKX 9:39 SPCE—space tourism? Not where want to be, Chamath has sold lot of stock 10:33 ARKX—Close below $19.12, very bad, Close above $21.19, very good 11:13 Rocket Lab/RKLB—best looking chart imo, do more work 12:03 LMT—old space, nothing going on 12:26 Bakes' Take—I encourage you to let markets point you to opportunity, rather than news, etc. RKLB possible, but rest of space is avoid. SPACEX goes public different story. 13:54 Square/SQ—close below 200 dma, big volume, great company, 144 P/E 15:18 Bakes' Take—If you have a DDM you would bet your life on different story. Sell discipline kicked in works very well, if hit new highs so be it. 16:00 BUT…Good example for Bakes' Takes+--I will monitor your stocks/ETF's alert you of buy and sell points. What else would you like? 16:20 Charlie again-- very long-term secular bull market as a result of the democratization of finance and the stock market? Seems like there has never been so much dry power and new entrants into the market…doesn't this mean (all things being equal) there are more people coming into the market which structurally over the long-term will lift asset levels? 16:32 “Increased retail activity could be contributing to record inflows into Equities this year so far—the annualized inflow of $1 trillion to global stocks in 2021 is greater than the cumulative inflow of the prior 20 years, according to BofA Global Research.” 16:56 Free trading, access over cell phones (which are now being put in the hands of billions of people world-wide) and a broader adoption/mass movement of financial education seems like the perfect cocktail of a worldwide buying spree…right? 17:28 These extrapolations, linear thinking, appear at the right arrow not the left, up 7x, you have only seen up, first time Fed can't prop up market, all the above reverses 19:01 SPY—daily, gap down, close below 50, so far low volume rally to underside/resistance, just warning sign for now 19:50 Bakes' Take—very long term, up and to the right, do that with 401(k) etc. But we are humans not robots, will panic at some point, I think I can help https://www.youtube.com/watch?v=PBFd0tZsQzs&t=1s 20:58 Generation Gamble, Melissa Lee, CNBC, docs will be different in bear market 21:31 GameStop/GME--$212 to $344 good call, now $173, $161.41 rising 200 dma, leaning to downside, what are future positive catalysts? 22:27 Won't Get Fooled Again/Weekend in Greenwich largely over, screens for high short interest exploited https://www.bloomberg.com/news/articles/2021-09-30/robinhood-s-popularity-is-fading-away-with-the-meme-stock-fad 25:13 High quality SPACs rare, SOFI perhaps, still prefer shorting de SPACs, EV's via SOGU 25:53 Bakes' Takes—My Themes/Groups 26:46 URNM--$71, $75, $80 now, likely consolidating base from here to $98, building next launch pad, volume increasing nicely, 96 RS, let THIS winner run! 27:54 Copper/Sell discipline—50 dma crossed below 200 dma, if 200 dma turns down, gone, up 14% ytd, +18% since inception URNM—Weekly chart. 50% retracement URNM—Daily Chart?+ YTD $42.90, $86.31 More than double, obviously. 28:45 EUM—Short MSCI Emerging Markets, Fact Sheet, short Communism, I mean China, Evergrande, etc. 30:18 Bakes' Take—Last week--Own some uranium here, I will alert you to dips. Dips in rest of market more likely, copper, short emerging markets, elsewhere. Getting tired, stay tuned. 30:45 Bakes' Takes-Gray Swan Now front page of WSJ! Liza Lin, James Areddy 32:55 Bakes' Take-Taiwan, Evergrande, HK, Tech, list keeps growing! Bakes' Take—Podcasts of the Week! https://podcasts.apple.com/us/podcast/understanding-evergrande-the-chinese-real-estate/id1056200096?i=1000535983185 33:34 Odd Lots—Evergrande best explained 34:06 Bakes' Take— I treat like COVID, don't panic, watch charts, but don't dismiss. https://podcasts.apple.com/us/podcast/bonus-episode-elon-musk-at-code-conference-2021/id1073226719?i=1000537717272 34:49 Elon Musk, Kara Swisher at Code, fascinating, more space than cars, quit as TSLA CEO, SPACEX $100B last capital raise, more Bakes' Take—Reporters of the Week! 36:14
A.M. Edition for Oct. 12. WSJ's Caitlin Ostroff discusses the value of cryptocurrencies as JP Morgan CEO Jamie Dimon calls bitcoin worthless. Texas Gov. Greg Abbott bans Covid-19 vaccine mandates for people working in the state. Plus, California begins an investigation into the causes of the oil spill. And WSJ's Brent Kendall on the big businesses the Justice Department is taking aim at. Peter Granitz hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
The news to know for Tuesday, October 12th, 2021! What to know about new talks between the U.S. and other nations: from an in-person meeting with Taliban leaders to a possible global deal impacting the tax rate. Also, remember the college admissions bribery scandal? We'll tell you what the jury decided for the first two people to stand trial. Plus, what happened with Southwest Airlines and the thousands of flights canceled over the weekend, how the next Superman will make history, and which iconic women will be featured on the U.S. quarter. Those stories and more in around 10 minutes! Head to www.theNewsWorthy.com/shownotes for sources and to read more about any of the stories mentioned today. This episode is brought to you by BetterHelp.com/newsworthy and Rothys.com/newsworthy Thanks to The NewsWorthy INSIDERS for your support! Become one here: www.theNewsWorthy.com/insider Sources: U.S.-Taliban Talks: Reuters, CBS News, BBC, CNN, State Dept. Global Minimum Tax Agreement: WSJ, Fox Business, Al Jazeera, Reuters, White House Pledge to Reduce Methane: Reuters, NY Times, Axios, WaPo, State Dept. Navy Engineer Charged with Espionage: WaPo, NY Times, NPR, ABC News, DOJ Parents Convicted in College Admissions Scandal: WSJ, Reuters, CNN, NY Times More Boosters than Initial Doses: NY Times, NBC News, CNN, Becker's Hospital Review, CDC TX Bans Vaccine Mandates: Texas Tribune, NBC News, WSJ, Axios, Texas Gov. Southwest Cancellations: CNN, Fox Business, NY Times, SWAPA Raiders Coach Resigns Amid Controversy: Las Vegas Sun, ESPN, NY Times, NFL, Raiders New Superman is Bisexual: NBC News, Deadline, Vulture, DC Comics, Tom Taylor Women on U.S. Quarters: The Verge, USA Today, NPR, U.S. Mint
From the WSJ Jobs Summit: While some job-seekers hear back from companies after sending in a resume, many never get a response. WSJ's Kathryn Dill joins host J.R. Whalen to discuss career experts' recommendations for getting a reply without being a pest. Learn more about your ad choices. Visit megaphone.fm/adchoices
The rollout out of superfast 5G networks were supposed to create the Internet of Things. But not much has been 5G enabled apart from cellphones, and many networks are still being built. WSJ tech reporter Meghan Bobrowsky joins host Zoe Thomas to discuss where progress on 5G stands and the promises it could hold when it takes off. Learn more about your ad choices. Visit megaphone.fm/adchoices
A.M. Edition for Oct. 11. WSJ's Alex Janin explains why first-time home buyers are increasingly relying on their friends to get on the housing ladder. Major U.S. retailers turn to private cargo ships as the supply chain crisis worsens. Plus, the Navy engineer and his wife charged with trying to share military secrets. And WSJ's Anna Hirtenstein tells us what to expect from this earnings season. Peter Granitz hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
Photo: Newsboy in tattered clothing selling newspapers as two men fight in front of The Herald building. 4/12: #CrossfireHurricaneDiary: Over three days, 2/28/17-3/4/17, Svetlana Lokhova is contacted by WSJ, WAPO, NYT, all of whom suspect her as a Russian agent. Svetlana Lokhova @TheRealSLokhova. #FriendsofHistoryDebatingSociety https://www.wsj.com/articles/mike-flynn-didnt-report-2014-interaction-with-russian-british-national-1489809842
Photo: Satiric depiction of late 19th-century political tensions in Argentina Federalism works hard for West Virginia and Arizona. Dan Henninger, WSJ editorial board and Wonder Land columnist. @DanHenninger, @WSJOpinion https://www.wsj.com/articles/joe-manchin-kyrsten-sinema-reconciliation-build-back-better-mob-federalism-states-rights-11633549661 .. "Federalism is a mixed or compound mode of government that combines a general government with regional governments in a single political system, dividing the powers between the two. It has its roots in ancient Europe."
P.M. Edition for Oct. 8. The U.S. jobs report for September is leaving economists with more questions than answers, after employers added just 194,000 jobs to the economy, far fewer than expected. That's the smallest gain since the end of last year. So what does the latest report mean for the nation's economic recovery? WSJ economics reporter Josh Mitchell joins host Annmarie Fertoli to discuss. Learn more about your ad choices. Visit megaphone.fm/adchoices
Over Labor Day weekend, an attempted murder was reported to police in Hampton County, S.C. involving the scion of a powerful local family. The victim, Alex Murdaugh, later said he attempted to stage his own murder to try to collect insurance money. WSJ's Valerie Bauerlein looks at this case and other events that threaten to undermine the Murdaugh dynasty.
A.M. Edition for Oct. 8. WSJ's Paul Hannon explains why the last major holdout has agreed to raise its corporate tax rate and what that means for a global deal. Tesla moves its headquarters from California to Texas. Plus, journalists Maria Ressa and Dmitry Muratov win this year's Nobel Peace Prize for their efforts to safeguard freedom of expression. And agricultural economist Andrew Novakovic explains why retail cheese prices are on the rise. Peter Granitz hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
Stirewalt sounds off on Jon Stewart's new show, the problems with the media coverage of the Facebook whistleblower, and Katie Couric is eviscerated Times 2:35 - Segment: Front Page 2:50 - Ozy Media 7:50 - OANN cut funding deal with AT&T 14:00 - People paying for news 17:53 - AP fact checker 20:13 - Segment: Obsessions 20:19 - John Stewart: the problem 25:35 - Facebook whistleblower 34:00- Segment: Favorite Item(s) of the Week 34:17 - WSJ piece on management of the Mafia 35:10 - NY Post review of Katie Couric Links Ozy Media shutting down, oh wait AT&T bankrolling OANN AP tries its had at “factchecking” WSJ on mob management NY Post Katie Couric review
The news to know for Friday, October 8th, 2021! What to know about the next step in allowing younger children, ages 5 to 11, to get a COVID-19 vaccine, the latest action to avoid a debt disaster in the U.S., and deadly flooding in Alabama. Plus: why more than a dozen former NBA players are now facing federal charges, why Tesla is moving its headquarters, and what you may get to see if you look up at the sky tonight… Those stories and more in around 10 minutes! Head to www.theNewsWorthy.com/shownotes for sources and to read more about any of the stories mentioned today. This episode is brought to you by Ritual.com/newsworthy and JoinCrowdHealth.com/99 (Listen for the discount code) Become a NewsWorthy INSIDER! Learn more at www.TheNewsWorthy.com/insider Sources: Pfizer Seeks OK for Kids 5-11: NPR, LA Times, AP U.S. Debt Disaster Avoided, For Now: WSJ, Politico, AP, WaPo Biden to Restore Monuments' Protection: WaPo, NYT, NBC News Deadly Alabama Flooding: USA Today, Accuweather Ex-NBA Players Charged: AP, CNN, WSJ, NY Post Nobel Prize in Literature: BBC, Reuters, NobelPrize.org Nobel Peace Prize (Watch Live): PBS News CDC Urges Flu Shot: USA Today, AP, NY Times, NFID United Ramps Up Schedule: CNBC, NY Times, Fox Business, United Airlines Tesla HQ Moves to TX: The Verge, TechCrunch YouTube Won't Pay for Climate Denial Videos: Axios, The Verge, Engadget Draconid Meteor Shower: USA Today, People, Earth Sky, American Meteor Society Indigenous People's Day or Columbus Day: History, Smithsonian Magazine, Reuters, NPR, National Geographic Feel Good Friday: Children Discovered Ancient Giant Penguin: Guardian, Live Science, Smithsonian Magazine, EurekAlert
On Monday, Facebook, Instagram and WhatsApp went offline for billions of people around the world. To fix it, Facebook's employees had to physically drive to data centers to address the problem. WSJ's Robert McMillan explains the cascade of failures that caused it to happen.
Photo: Breaking off with China. (screen grab) Decoupling from the PRC real or hoped? Simon Constable Edinburgh @TheRealConstable WSJ.com https://www.wsj.com/articles/what-does-decoupling-mean-to-investors-11633112138?mod=searchresults_pos2&page=1
In 2018, Canadian authorities arrested Huawei finance chief Meng Wanzhou on behalf of the United States. Days later, the Chinese government arrested two Canadians in retaliation. WSJ's Jacquie McNish has been covering the ordeal and the high stakes detainee exchange that took place in September.
College counselor Rick Singer pleaded guilty to helping wealthy parents like Lori Loughlin and Felicity Huffman cheat the college admissions system. In 2018, the federal government began wiretapping his cellphone. WSJ's Melissa Korn and Jennifer Levitz dissect the tapes.