valorem @valorem0
Joined April 2022-
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Following198
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🇩🇪 🇨🇳 Porsche’s First-Half Sales Slide to Weakest in Six Years - Bloomberg bloomberg.com/news/articles/…
Whoa. Of the 20 top performing stocks in the first half (nearly all tech), only two are up so far in Q3, and the average QTD decline is 17%.
"A generational transfer in free cash flow is taking place: BofA
🚢 Hormuz traffic is moving, but the rebound is rolling over. Latest 24h commercial crossings: 16 total — 4 E→W / 12 W→E. That is down from 25 yesterday, well below the 57 seen at the June 24 rebound high, and only ~14% of the Jan-Feb run-rate. Brent at $72.58 says the oil risk premium has faded. The AIS tape says shipowner confidence has not. Security risk remains elevated after a tanker near Oman was hit by a projectile, while Iran continues to press “approved route” warnings and Oman/U.S./GCC messaging remains focused on toll-free, free-flow transit. Flow is back. Confidence isn’t. 📷 Powered by our commercial crossing index — AIS refreshed every 30 mins. Major real-time chokepoint trackers available on @TheTerminal.
🚢Hormuz Vessel Crossing Update: Recovery Stalls at 19 — Tankers 10, Dry Cargo 9 Commercial vessel crossings through the Strait of Hormuz have slipped to 19 over the latest 24-hour rolling window — 10 tankers and 9 dry cargo ships — down from 24 yesterday and a full 67% below
"The UBS Momentum factor is now down c. 20% from its June peak, marking one of the largest and fastest drawdowns of the past decade, while Prime activity points to ongoing deleveraging of crowded high-momentum and memory exposures following Samsung's results and ahead of the SK Hynix supply event." - UBS
Goldman: "We Haven't Seen Panic On The Desk, Yet" zerohedge.com/markets/goldma…
🇰🇷 Korean Stocks Extend Drop From Peak to 20% as AI Jitters Spread - Bloomberg bloomberg.com/news/articles/… x.com/zerohedge/stat…
Asian (read Korea) CTAs are just getting started: huge sellers in any scenario
🇺🇸 Investors must be wary of the earnings bubble - FT ft.com/content/64aa80…
There’s not a single legacy auto maker on this list. It’s Tesla and the Chinese. That’s it.
$NKE Nike CEO: "After a stronger start in March, especially in North America, by mid-April, we began to see a deceleration in retail sales trends. Our consumer is under pressure around the world, and we can particularly see it having a larger impact on sportswear, which declined double digits in the quarter with a similar decline in retail sales.
$NKE Nike CEO: "It's been an incredible few weeks of the World Cup. What feels different this time around is we're not treating the tournament as a single moment...By the start of the tournament, we had already sold 2.5x the number of kits compared to the same period in World Cup '22"
CEO of Samsung, Kim: “This year’s profit alone will exceed the cumulative profit generated over the 40 years since Samsung entered the semiconductor business.”
Germany's Chancellor Merz: We can no longer accept the extraordinarily high levels of sick leave in our companies. We are abolishing sick leave by telephone and introducing the requirement to submit a medical certificate from the very first day of illness. We know this is a tough decision. But we can no longer afford this competitive disadvantage caused by prolonged absences from work.
Goldman's High Beta Momentum Index Down Most Since Covid (-18%) High Beta Momentum (GSPRHIMO) is having its worst two-day move since Covid, down 18%. The desk flagged earlier this week that momentum was at risk of a July correction. The spectacular 1H run, limited liquidity, extreme factor volatility, crowded exposure, and quarterly resets into a holiday weekend are exacerbating this move with High Beta Momo (GSPRHIMO) having its worst 2 day move in 5 years. So what’s next?
Reminder: Europe doesn't go to the office in August $VGK @a16z @SoberLook thedailyshot.com/subscribe/
The rotation in markets has been violent but encouraging for some equity investors. While traders sold tech stocks last week, they bought everything else, with the equal-weighted S&P outperforming the market-cap index by the most since 2020. h/t @DRBCurtis
Some divergence in performance inside the Mag 7 in 2025, but recently they have all been going down Torsten at Apollo
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