- Stocks & Income
- Posts
- 🥐 France's govt falls
It’s another holiday in Spain. Wish me luck.
Outsmart the market with Alpha Picks
Save 20% for Black Friday 🎉
Seeking Alpha is built for investors who demand more from their investment analysis. Alpha Picks is a powerful, data-driven stock recommendation tool designed to help buy-and-hold investors build market-beating portfolios.
It delivers Strong Buy recommendations based on the same criteria used by hedge funds and professional investors.
Why Alpha Picks?
Proven outperformance: Since its launch in July 2022, Alpha Picks has beaten the S&P 500 by over 70 percentage points.
No Guesswork: Stock recommendations are backed by quantitative algorithms and rigorous analysis — no subjectivity, no emotion.
Who's it right for?
Diversified investors: The portfolio spans multiple sectors, capturing the best opportunities as they rotate across industries.
Buy-and-hold Investors: Alpha Picks is perfect for long-term investors seeking capital appreciation without the need for frequent trading.
What do you get?
Two Strong Buy stock alerts each month.
Sell alerts when ratings shift or fundamentals change.
A supportive Alpha Picks community for discussion and strategy.
Join the ranks of investors leveraging quantitative insights to stay ahead of the market. With Alpha Picks, you’ll save hours of research and gain access to a portfolio built for success.
Disclaimer
📰 Market Headlines
Markets retreated across the board as investors braced for today's jobs report.
The Dow dropped 0.55%, S&P 500 fell 0.19%, and Nasdaq slipped 0.18%.
Weekly jobless claims rose to 224,000, higher than the expected 215,000, while the trade deficit narrowed 11.9%.
A federal judge rejected Boeing's plea deal tied to the 737 Max crashes.
A 7.0-magnitude earthquake off California's coast triggered and lifted tsunami warnings for parts of the West Coast. There was no tsunami.
The French government was toppled in a no-confidence vote brought by opposition parties.
🧠 Make yourself heard
DJT's tough talk on tariffs is |
🧠 What’s next: Prediction markets
DJT loves tariffs, and prediction markets think he will use them — a lot.
What are the odds he will impose tariffs on foreign trade from both friends and foes?
🇨🇳 China - 83%
🇪🇺 EU - 65%
🇲🇽 Mexico - 78%
🇨🇦 Canada - 70%
The odds of him placing “large tariffs” are lower, at only 60%, so maybe it’s only a symbolic trade war.
📊 Ideas, trends, and analysis
Remember the Hawk Tuah girl? She (allegedly) scammed a bunch of idiots out of their money
🕵️ Notable
Buy-now-pay-later usage hit a record high on Cyber Monday, accounting for nearly $1 billion in sales.
The US reported a record number of whooping cough cases over Thanksgiving week, with 364 infections.
😱 Fear and Greed Index
📊 Winners and losers
Get $20 free shares at public.com using code ALTSCO.
Earnings, upgrades, and acquisitions
BMO posted Q4 net income of $2.3 billion despite a $1.5 billion provision for credit losses; shares fell 6.7%.
Ulta Beauty raised its annual profit forecast after strong holiday demand, sending shares up 11.5%.
Dollar General missed Q3 earnings estimates; shares retreated 0.1%.
TD Bank reported Q4 EPS of $1.97 but warned of challenging 2025 earnings growth as shares tumbled 6.7%.
Lululemon beat Q3 estimates as revenue jumped 9%, and shares surged 8%.
Market movers
Citi's Cary Kochman retired after nearly 14 years leading the bank's M&A group.
VW workers in Germany planned to strike for four hours on Monday, protesting plant closures.
Smith+Nephew cut 150 jobs in Tennessee as part of a business efficiency drive.
FedEx axed 341 employees in North Carolina, closing a Durham ship center and reducing Raleigh staff.
🌍 Global Perspectives
🇷🇺 Russian Foreign Minister Sergei Lavrov made his first EU visit since the Ukraine invasion to Malta.
🇸🇾 Syrian opposition forces captured Hama, the regime's second major city to fall in a week after Aleppo.
🇮🇱 🇵🇸 Amnesty International accused Israel of genocide in Gaza after the forced displacement of Gaza's residents.
🇵🇾 🇨🇳 Paraguay expelled a Chinese envoy for urging lawmakers to cut ties with Taiwan.
📊 Crypto
Plena super app launched on Solana blockchain, bringing gasless transactions and account abstraction to 1.3 million users.
Dubai's alleged crypto scams have raked in billions as the city becomes a global hub for fraud.
This Smart Home Company is Growing 200% Month-Over-Month
Ever thought the smartest part of your home could be your window shades?
Meet RYSE, the company transforming ordinary blinds into cutting-edge smart home devices. With 10 granted patents, a major win against copycat sellers on Amazon, and products already featured in 127 Best Buy locations, RYSE is scaling rapidly in a market growing 23% annually.
And they’re just getting started. With 200% month-over-month revenue growth, international expansion on the horizon, and partnerships with retail giants like Home Depot and Lowe’s, RYSE is poised to redefine home automation.
Now, for just $1.75 per share, you can invest in this fast-growing company and be part of the smart home revolution.
🎤 What you said last time
LFG
What you had to say:
“Too much greed in the market! When everyone predicts something, the opposite happens. Everyone was expecting a recession, and we had a meltup! Now everyone is so greedy at some point soon, we’re going to see a recession.”
🧠 Errata
A Canadian man who leaped on a polar bear attacking his wife is recovering in the hospital from severe injuries.
Murder hornets have buzzed their way to Europe for the first time, spotted in Spain.
A Chinese man was trapped in a well in Thailand for three days as villagers mistook his cries for ghostly sounds.
📺 What to Watch Today
That’s all for today. Did I miss anything? Smash the reply button to let me know.
Cheers,
Wyatt
Reply