Leon Neal Thesis Meta Platforms, Inc. (NASDAQ:META) CEO Mark Zuckerberg’s announcement to freeze hiring and downsize the company didn’t surprise us. We noted that Meta has continued to grow its full-time headcount aggressively, even though […]
© Reuters. ‘Big Low’ Won’t Be In Before Q1, No Huge Rally Until ‘Policy Panic’ Occurs – BofA’s Hartnett By Senad Karaahmetovic Michael Hartnett, Bank of America’s Chief Investment Strategist, remains a “tactical bear” as […]
I am Optimus Weekend Bite, a Seeking Alpha Original Series: This week we’re joined by Michael Kramer, founder of Mott Capital Management, to dive into sticky inflation, nominal GDP growth, and a bottom to watch […]
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