GBA Presents: House of Gummy-!

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I want to roll this watch stk into ths week-
Zeta Global Holdings Corp. (ZETA)
NYSE - NYSE Delayed Price.
8.35+0.31(+3.86%)
At close: September 29 04:00PM EDT
 
Goldman’s analysis shows that the largest seven tech stocks have a PEG ratio of 1.3, compared with 1.9 for the median S&P 500 stock. That’s the largest discount since January 2017 and a level that has been reached only five times in the last decade, they said.

“The divergence between falling valuations and improving fundamentals represents an opportunity for investors,” strategists including Cormac Conners and David Kostin wrote in a note dated Oct. 1.

While tech stocks started the year with a blistering rally driven by hype over artificial intelligence, the optimism has faded in recent months and there’s growing concern that the Federal Reserve will keep interest rates higher for longer. The tech-heavy Nasdaq 100 finished September with its biggest monthly decline since December 2022.
 
More generally, Kostin at Goldman has been turning more bullish on US stocks. The strategist expects the S&P 500 to end 2023 at 4,500 points — about 5% above current levels — and sees further upside over 12 months if the US avoids a deep recession.

His stance mimics stonedinvestor's at Elite Trader who predicted 4,550 months ago but is at odds with RBC Capital Markets LLC strategist Lori Calvasina, who expects the weakness in US stocks to continue. She says there’s still room for investors to be more pessimisitic, citing readings from the AAII Investor Sentiment Survey.

Net bullishness from the sentiment index has dropped sharply since mid-August, but it’s not yet back down to levels that would indicate capitulation, Calvasina wrote in a note.
 
"I think we've been seeing the trade down from ultra premium to premium and the premium to standard [in the US]. I think consumer confidence has been declining," Tak Niinami, CEO of Japanese whiskey company Suntory, the third-largest liquor maker in the world.
 
As it stands, 116 S&P 500 companies have issued EPS guidance for the third quarter. Of these companies, 74 have issued negative EPS guidance and 42 have issued positive EPS guidance, according to data from FactSet.

The percentage of companies issuing negative EPS is 64%. This percentage is above the five-year average of 59%.
 
With the prospect for another debt showdown in Nov we have to watch the McCarthy drama if Goetz can get him removed then we will spiral into a long bear market and the rating on our Countries debt will be downgraded all over and we will be in a long slog. Republicans will crash the market.

The stakes are very high. I am talking with my wife about having a HF meeting and perhaps liberating a large amount of cash and putting it somewhere ultra safe. Where I don't know-- I might buy a house in Nevis.
 
If I was Governor or President I would take over control of this store force major and operate it with the National Guard. I would make the store federal or State property and I would be very tough on shoplifting; I would have two armed guards outside.

This is tragic-
 
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