Breakaway - Investing & Finance Sean Hathaway

https://www.youtube.com/watch?v=bl7IqyEyqhYApr 22. Wow. Been awhile. Volleyball. Mexico. Markets:If you lived thru 2021 you’re a rockstar and welcome to our first year down YTD US up 7% and Tech up 20%. Since Dec, 2021 US down 14% and Tech down 20%I know many and myself buying 6 month 5% bonds. But maybe I should pay down the mortgage?Recession looming. San Francisco vacancy at 33%. 15 sales force towers.??National Guard in SFNetflix:$690 - $166 - $328. 232m paid subs.&nbs...

Markets. S&P 500 -16%, Tech QQQ -30%, Utra tech! ARKK Tech -65%4.6% on 6 month treasury.Inflation. 7.1% YoY. Fed raised 0.5%. So now 4.25% - 4.5%. Probably going to 5.0 - 5.5%. Fastest in history. My Mortgage. 4.5% and adjusting again to 2.25% + LIBOR. Baby its cold outside! Crypto Arrests. SBF in US and out on bail! $250 million. Caroline and Wang charged. Caroline Ellison, the former chief executive of Alameda Research, a trading firm tied to ...

Markets. Down 17% was down 25%. Meta job cuts. 11000 13%. Brad Gerstner letter. A summary of some of the layoffs this year…Twitter: cutting 50% of its workforce (estimated 3,700 jobs).Facebook ($META): cutting 13% of its staff (11,000 jobs), its largest round of CryptoSBF is a FRAUD! Bernie Madoff style! FTX lends money to Alameda!! $10b loan on $16b in assets. FTX meltdown. FTX. Alameda. Binance. Coinbase. Nothing safe. FTX has a prominent list of backers such...

Markets. Down 20%. Was 25%, but rallied up 5% just this week. GDP growth 2.6% (-1.6 and -0.6 in Q1 and Q2). So no recession…currently. Apple. +7%Amazon. -14% Meta. -25%Amazon. AWS insanely profitable. All other biz combined is break-even. Sales of $127b and Operating Income of only $2.5b (2%).Story: AWS $5.4b. All Other: $-2.9b. Everything losing money!! Tesla: $5b on $21b. Meta: meltdown. "Meta's results last night was an absolute train wreck that speaks to per...

US Stock market is down 22% and the Nasdaq 100 (NDX or QQQ) is down 32% year-to-date. NetflixAfter 2 quarters of negative subscriber growth Netflix adds 2.4 million subscribers in Q3 and expects 4.5m in Q4. Here are some key takeaways. Revenue grew 6% YoY or 13% excluding FX. This is a big deal because it shows they continue to scale topline at double digit growth. Advertising tier launching in November ($6.99 in US). 5 minutes of advertising per hour. As linear TV continues to...

MarketsDown 24% YtD. Layoffs and Freezes and Downgrades and UpgradesLyft has frozen hiring. Meta froze hiring. Docusign cutting 9% of workforce. Apple downgrade: The iPhone maker dropped 4.9% after Bank of America cut its rating to neutral from buy, warning of weaker consumer demand for its popular devices. The selloff erased roughly $120 billion from Apple’s market capitalization.Nike down 10%. Inventory up 44% QoQ. NetflixNetflix upgrade:Last week. Two this we...