Friday, January 13, 2023

Investors -- January 13, 2023

I'm in such a great mood, I woke up early just to watch CNBC, the first time in maybe a year that I've tuned into "Squawk Box." I've watched occasional snippets of CNBC over the past year when there was breaking news, but for the most part, I quit watching CNBC. I plan to watch forty-five minutes of it today, with the volume muted, just watching the crawler.

The big story: the US economy hitting on all cylinders. 

The banks are beginning to report this morning and things look great.

Warren Buffett should be smiling. Bank of America blew through EPS estimates. Wells Fargo missed. 

Whether the market surges, collapses, or remains flat today, it's gonna be a great day to buy ... something.

Delta Airlines: blew through EPS estimates. Recession? What recession? And the flying season is yet to begin. More and more companies requiring workers to now report back to "the office." Business traffic is about to soar.

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Genmab

Themes.

Themes: 2023.

  • Global energy: the 21st century is America's century.
  • Medicine: it's all about CRISPR, mRNA
  • Information: it's all about semi-conductors, automation, robotics. 

One word: Genmab. 

There you have it; your list for 2023.

Wiki.


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Pinduoduo

If this site is "for real" -- this is quite incredible. 

Fastest growing e-tail site?

Egg frying pan:

  • Amazon: $28
  • Temu: $14

And that's just the start. 

5-piece Morandi color series gel pens:

  • Amazon: impossible to find, but 5-piece Fiover -- $8.99
  • Temu: $1.99

The problem: "free shipping on first order."

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