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@brewmarkets

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New Brew on the block The only market newsletter you need to end your day

Joined April 2024
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@brewmarkets
Brew Markets
21 days
We have a new newsletter! It’s called Brew Markets and focuses on...the market Everything from the rise of the Magnificent 7 to the fall of NFTs, in your inbox, five days a week It's a bit different from our other newsletters so let's take a tour to get acquainted
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@brewmarkets
Brew Markets
18 days
Nvidia market cap: $2.34 trillion Value of entire German stock market: $2.38 trillion
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@brewmarkets
Brew Markets
12 days
Only one large cap US tech stock is outperforming Nvidia so far this year ...Dell
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@brewmarkets
Brew Markets
11 days
Shot: Chaser:
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@brewmarkets
Brew Markets
13 days
Nvidia is now bigger than IBM Uber AMD Meta Tesla and Coca-Cola ...combined
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@brewmarkets
Brew Markets
18 days
Daily or near daily use from 2008 to 2022 • Marijuana: +269% • Alcohol: -7% Weed has overtaken alcohol
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@brewmarkets
Brew Markets
10 days
It ain’t fun being a software company with no real AI bonafides right now
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@brewmarkets
Brew Markets
13 days
Nvidia will flip Apple by next week at this rate
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@brewmarkets
Brew Markets
11 days
Trump found guilty in New York hush money case and DJT is plunging after hours Currently down -11%
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@brewmarkets
Brew Markets
11 days
Haven’t seen a force this bad since the Rise of Skywalker
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@brewmarkets
Brew Markets
12 days
1-year performance Nvidia (+181%) is the green line What do you think the blue line is?
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@brewmarkets
Brew Markets
13 days
Pretty eye opening chart It's still Tesla...then everyone else in the EV market
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@brewmarkets
Brew Markets
12 days
Big Mac in 2019: $4.39 Big Mac in 2024: $5.29 That's a 21% price increase
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@brewmarkets
Brew Markets
18 days
Something to consider re: Nvidia ~45% of data center revenue came from essentially four companies
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@brewmarkets
Brew Markets
19 days
Rabbit you're next
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@brewmarkets
Brew Markets
12 days
Grayscale blew a 3-1 lead Blackrock is now home to the world's biggest bitcoin ETF
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@brewmarkets
Brew Markets
12 days
The Abercrombissance is upon us
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@brewmarkets
Brew Markets
18 days
It’s just silly at this point
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@brewmarkets
Brew Markets
13 days
1/ The amount of time it takes to settle a trade on Wall Street just got cut in half Here is what you need to know about the new T+1 system that goes live today
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@brewmarkets
Brew Markets
11 days
Orange juice futures are currently trading at about double the price from last year • Florida orange production is down 93% in last two decades Some manufactures have begun exploring making OJ with mandarins instead
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@brewmarkets
Brew Markets
27 days
New Brew loading Taking you deeper into the market than any Brew has gone before Coming soon
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@brewmarkets
Brew Markets
10 days
The not-so-magnificent 7
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@brewmarkets
Brew Markets
20 days
What is one investing book everyone should read before they die? (You're not allowed to say The Intelligent Investor)
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@brewmarkets
Brew Markets
19 days
Nvidia Q1 Earnings - EPS: $6.12 vs. $5.59 (exp) - Revenue: $26.04 billion vs. $24.65 billion (exp) - Announced a 10:1 stock split - Shares have risen 97% YTD Goated
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@brewmarkets
Brew Markets
11 days
Current state of the market Salesforce: plummeting FootLocker: flying Tesla: chuggin Cathie Wood: strugglin
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@brewmarkets
Brew Markets
11 days
Cathie Wood bought 400,000 shares of $PATH two days ago Giving Jim Cramer a run for his money
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@brewmarkets
Brew Markets
11 days
Big oil has been on a tear recently • Chevron acquired Hess for $53B • ExxonMobil bought Pioneer for $60B • Occidental acquired CrownRock for $12B • ConocoPhillips announced acquisition of Marathon for $17B All in the last 6 months. All under a merger-hostile FTC.
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@brewmarkets
Brew Markets
20 days
People who bought Nvidia last year looking at people pile in before earnings tomorrow
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@brewmarkets
Brew Markets
13 days
The yield curve has been inverted for about 400 straight trading sessions Is the usually accurate recession indicator broken or are we just long overdue for a correction?
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@brewmarkets
Brew Markets
13 days
How things stand at the close Hope you all made money today 🤝
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@brewmarkets
Brew Markets
13 days
Pour one out for the memes that could have been
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@brewmarkets
Brew Markets
20 days
Revenue for Airbnb hosts has declined 22 out of the past 24 months Market is absolutely flooded with hosts right now
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@brewmarkets
Brew Markets
18 days
BREAKING: The SEC just approved all spot Ethereum ETFs
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@brewmarkets
Brew Markets
19 days
Write an investing horror story in 4 words or less
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@brewmarkets
Brew Markets
19 days
Hope some of you made money today
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@brewmarkets
Brew Markets
18 days
Nvidia wasn't enough to save us
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@brewmarkets
Brew Markets
19 days
The worst performing stock of the year in the S&P 500? Not Intel Not Boeing Not Walgreens It's Lululemon (-41%)
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@brewmarkets
Brew Markets
19 days
what it will feel like if Nvidia misses on earnings today
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@brewmarkets
Brew Markets
20 days
@elonmusk @MorningBrew they weren't slick at all
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@brewmarkets
Brew Markets
20 days
Watching ETH right now
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@brewmarkets
Brew Markets
19 days
Buzzfeed is up 50% after Vivek Ramaswamy took a 7.7% stake because of course it is He’s the fourth largest shareholder now
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@brewmarkets
Brew Markets
19 days
Another interesting Guardian-Harris poll - 49% think stock market is down YTD (it's not) - 56% of people think we're in recession (we're not) - 49% think unemployment is at 50-year high (it's not) Big disconnect between data and how people feel
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@brewmarkets
Brew Markets
20 days
@MattPaulsonSD never forget your roots
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@brewmarkets
Brew Markets
20 days
@RampCapitalLLC 2 shots of liquid cane syrup???
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@brewmarkets
Brew Markets
11 days
Jensen the kingmaker Dell +51% since he said this
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@brewmarkets
Brew Markets
20 days
Bitcoin +21% in past month Ethereum +30% in the last week Bitcoin just ~5% from all time highs Ethereum ETF approval on the horizon Crypto lookin good rn
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@brewmarkets
Brew Markets
13 days
12/ But as a retail investor, you probably won't notice a change except cash arriving in your account faster after a sale Keep an eye peeled for tomorrow "double settlement" day But for now, it looks like the plumbing of the market just got an upgrade
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@brewmarkets
Brew Markets
20 days
S&P 500 companies are hardly discussing inflation on earnings calls anymore Only 219 mentioned “inflation” in Q1 earnings calls—the lowest number since Q2 quarter of 2021, per FactSet
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@brewmarkets
Brew Markets
21 days
And of course, no Brew would be complete without a referral section Share Markets Brew with your friend who loves losing, I mean, making money in the market...and get Brew swag in the process
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@brewmarkets
Brew Markets
20 days
Median CEO pay has increased once again this year as equities have gone on a run
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@brewmarkets
Brew Markets
20 days
@serenawilliams Scottie after he got out of jail
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@brewmarkets
Brew Markets
13 days
Golden Goose could go public as soon as this week, per Bloomberg • Expected to be valued at about 11 times this year’s estimated earnings ($3.3 billion) Currently owned by European PE firm Permira
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@brewmarkets
Brew Markets
13 days
What’s going on with Celsius today?
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@brewmarkets
Brew Markets
20 days
Biggest winner is definitely Nvidia CEO Jensen Huang His stock awards have quadrupled in value Huang could receive 50% to 100% more shares than originally targeted if the company meets performance criteria Nvidia’s share price tripled during the year
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@brewmarkets
Brew Markets
21 days
A good trader is always looking ahead What's Coming Tomorrow makes sure you're not chasing the market This will pop off during earnings szn
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@brewmarkets
Brew Markets
21 days
First, who is this newsletter for? Its intended to provide active traders (and those who want to be) with a brief summary of the day’s market moves Plus some expert takes, practical tips, and educational content—all in a five-minute read.
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@brewmarkets
Brew Markets
20 days
@WallStreetSilv props to the spicy potato soft taco tho
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@brewmarkets
Brew Markets
21 days
A lot happens in the market every day Movers & Groovers takes you behind the most important moves of the day Roaring Kitty could break this section if he started tweeting again
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@brewmarkets
Brew Markets
21 days
And that's the newsletter! Very excited to be going deeper into the stock market than any Brew has gone before Subscribe here:
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@brewmarkets
Brew Markets
20 days
@MattPaulsonSD Matt...there was only one rule!! We'll accept Automatic Income tho
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@brewmarkets
Brew Markets
20 days
More here
@Jamie_Lane
Jamie Lane
21 days
After an easter-induced increase in March, RevPAR for the U.S. declined by 6.1% YoY in April 2024. Other highlights from the April data: - Available listings up 8.7% YOY (Lowest growth rate since 2021). - Total demand (nights) rose 0.4% YOY - Occupancy was 8.4% lower YOY at
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@brewmarkets
Brew Markets
12 days
@YeagerQuinn Hint: Clothing
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@brewmarkets
Brew Markets
13 days
3/ Roughly a century ago, trades in New York were settled in one day But as volume grew the timeline to settle stretched longer reaching as high as T+5 But now we're on the road back to speed
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@brewmarkets
Brew Markets
20 days
@zhillrob @MorningBrew Die with Zero is great Love @bp22
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@brewmarkets
Brew Markets
21 days
Around the Markets is a section that gathers important headlines that have market moving potential...but not enough for a whole story to be written about them Think, "What else is brewing" from our flagship newsletter
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@brewmarkets
Brew Markets
13 days
4/ The shift to T+1 is a sweeping attempt to modernize trading for the 21st century It also offers a fix to the meme stock debacle of 2021
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@brewmarkets
Brew Markets
21 days
Then we have top story on the biggest story in the market for the day This could be a broader look at overall market sentiment or a deeper dive into a company's earnings It's the important thing thing you should care about after the bell
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@brewmarkets
Brew Markets
20 days
Demand from travelers is actually up But number of hosts are outpacing demand
@rohindhar
Rohin Dhar
21 days
I'm noticing a lot of people saying "Airbnb really is struggling, must be all the fees" According to this report, demand for Airbnb from travelers is *up* it turns out However, the supply of hosts is *up* much more So each host, on average, is doing worse. More competition
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@brewmarkets
Brew Markets
21 days
No markets newsletter is complete with a Chart of the day
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@brewmarkets
Brew Markets
21 days
What's under the hood? First thing you're greeted with is a beefed up markets section You can find this in our flagship newsletter, but this now you get more context behind the numbers you see
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@brewmarkets
Brew Markets
20 days
A look at how things ended today
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