The recent U.S. job report for August revealed a disappointing addition of just 22,000 nonfarm positions, far below the anticipated 75,000, causing the unemployment rate to climb to 4.3%. This marks the poorest August job growth since 2017, following a lackluster July report. With Fed Chair Jerome Powell indicating no desire for further labor market cooling, this data bolsters predictions of a U.S. Federal Reserve rate cut, with a 99% probability for a 25 basis points reduction in the upcoming meeting, and potential for larger cuts in future gatherings. Casual retail investors and traders may want to monitor these developments closely, as they could significantly impact market dynamics and investment strategies amidst President Trump’s second term (2025-2029).
Nestle has swiftly dismissed its CEO, Laurent Freixe, due to his failure to disclose a romantic relationship with a direct subordinate, breaching company policies and creating a conflict of interest. The decision followed an internal investigation, initiated by a whistleblower report, led by Nestle’s chair and independent director Pablo Isla, reinforcing the company’s commitment to strong governance. This incident underscores the importance of transparency and ethical conduct in corporate leadership, serving as a reminder for retail investors and traders about potential risks tied to executive misconduct in multinational corporations like Nestle.
The European Union has imposed a substantial fine, nearly β¬3 billion, on Alphabet Inc.’s Google for abusing its dominant position in ad technology, directing the company to cease favoring its own services over competitors. The decision, announced amidst strained EU-US trade relations, emphasizes maintaining a fair market where businesses compete equally. Despite Google’s intent to appeal, this move adds pressure as US regulators also scrutinize the company’s practices. This ruling follows previous EU fines and warnings to Google about its ad tech dominance, which could potentially lead to mandatory business divestment if not rectified.
A seasoned trader, having invested five years into refining day trading strategies, shares a disheartening experience of a significant loss due to poor market timing and unfavorable margin calls. Despite adhering to established principles like waiting for confirmation and utilizing key technical indicators, they were unable to successfully navigate the recent bearish trend. In light of this setback, the individual plans to shift focus from day trading to growing their business, acknowledging that passively attempting to make a living through stock market investments may not be sustainable for introverted individuals with interests like video games.
The original poster expresses concerns about the integrity of economic data in the US, particularly from the Bureau of Labor Statistics (BLS), under the current administration. They highlight potential manipulation of job reports and the appointment of a new BLS head who may prioritize presenting favorable data. Additionally, the post discusses the implications of tariffs causing inflation and the possible erosion of the Federal Reserve’s independence, potentially leading to interest rate decisions that exacerbate economic issues. The author questions the reliability of official statistics and suggests reliance on private earnings reports for a clearer picture of the economy. They also warn of potential stagflation due to these factors and geopolitical instability, cautioning that market prosperity may not align with economic reality indefinitely.
The original poster recommends UNH as a top value stock investment currently trading at a 50% discount from its peak. Highlighting solid revenue and earnings growth, UNH holds a significant 34% market share in an essential and inelastic demand industry with growth potential. The stock’s appeal is further bolstered by recent buy-ins from prominent investors like Berkshire, Michael Burry, and David Tepper, alongside offering a 2.79% dividend yield.
The original poster, a long-time advocate of dollar-cost averaging into broad-based index funds, questions why SeekingAlpha, a platform with millions of informed users, seems to contradict this principle. Despite the site’s focus on active stock picking, it continues to attract and retain users who aim for profit and wouldn’t persist with unsuccessful strategies. The poster suggests that these SeekingAlpha participants must find some method or loophole to outperform index funds over the long term.
The original poster is seeking investment opportunities that have outperformed the S&P index over extended periods, ideally spanning 20 to 50 years. They are interested in finding assets or stocks that have consistently delivered superior returns compared to the broader market index. This query is particularly relevant for long-term investors or traders looking for alternative investment strategies beyond the traditional S&P index.
Cognition Therapeutics (CGTX) recently held a productive Zoom discussion with Mike Moyer, Managing Director at LifeSci Advisors, focusing on their upcoming plans and Phase 3 preparations for Alzheimer’s disease treatment. LifeSci Advisors has a successful track record with other clinical-stage biotech companies, boosting confidence in CGTX’s potential. Key updates from the conversation include:
1. The company recently secured $30M through an RDO to support operations and Phase 3 readiness, though it doesn’t cover full costs for a Phase 3 trial.
2. Funding discussions with Tier 1 strategic partners are ongoing, but these may be non-dilutive or involve dilution if other options are pursued. Additional NIA/NIH funding is unlikely due to limitations on exploratory studies.
3. Two six-month Phase 3 trials will run in parallel, with potential collaboration with ACTC contingent upon securing a partner. The SHINE trial results have shown promising results from the 6-month study for CT1812 (zervimesine).
4. The NIA-funded START study is progressing, having reached 75% enrollment, with topline data expected post-trial completion rather than interim updates.
5. Breakthrough Therapy Designation application for DLB is anticipated in September; no confirmed date yet for the End-of-Phase 2 FDA meeting.
6. The Expanded Access Program (EAP) for DLB might expand to more sites, including possibly the University of Miami under Dr. Galvin’s supervision.
7. Clinical operations restructuring occurred due to Nasdaq delisting concerns but remains focused on preparing for Phase 3, with core team members available on consultancy basis.
While a Breakthrough Therapy Designation would be advantageous, investors emphasize that securing funding and successfully executing Phase 3 studies are crucial for CGTX’s long-term value. The engagement with LifeSci Advisors provides reassurance about the company’s professional management and prospects.
A casual investor initiated a short position on Opendoor (OPEN) near $4.70, anticipating a market correction. However, the stock surged past $6, leaving the investor uncertain about the next move. The investor questions whether the price surge is due to genuine buying pressure or momentum from trapped shorts, and seeks insights on potential catalysts and expected pullbacks in the near future.
The original poster emphasizes the importance of Order Flow (OF) in scalping or short-term day trading, suggesting that using tools like ATAS, SierraChart, or NinjaTrader can provide an edge over traditional indicators. OF data such as tick data, market depth, footprint, and delta charts enable traders to detect shifts in liquidity earlier, resulting in better trade executions. The poster inquires about the usage of OF among short-term traders, contrasting it with reliance on conventional indicators for trading decisions.
The original poster is seeking recommendations for non-tech stocks, particularly those that could be promising investments right now. They aim to diversify their predominantly tech-heavy portfolio and are interested in individual stocks rather than long-held ones. The poster invites responses focusing on current market potential rather than past performance.
The original poster expresses concern over an investment in $LULU, observing that its price-to-sales ratio at 2.35 isn’t significantly lower compared to competitors like VFC (0.63) and UA (0.44). Despite historical yield being attractive, they question the potential for future sales growth or earnings per share/free cash flow increase due to stagnating revenue and a significant sales decrease in their key North American market. They conclude that investing in $LULU currently seems risky given its not-so-cheap valuation and slow or lack of growth, inviting opinions from fellow investors.