Another Great Month in Macau
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$lvs
Macau GGR
Inside Asian Gaming is reporting that Macau GGR (Gross Gaming Revenue) was up 19% in July. $LVS reported a huge 2Q earnings beat crushing estimates. Results were spectacular and mixed/good in Macau. On the conference call, management said that July was going well in Macau. The 19% growth number covers the entire sector including the … Read more
Weekly Points – July 25th, 2025 – 5 Things to Know in Investing This Week – The $LVS Crushes Earnings Issue
Last week, we told you that President Trump was monetizing access to the US consumer market. He did that again by resetting the US trade relationship with Japan. Japan has had trade barriers up for US goods for a long time, and are now potentially contesting the terms of the announced agreement. The terms may … Read more
Las Vegas Sands ($LVS) 2Q ’25 Results
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Update on Multiple Stocks
Talen Energy ($TLN): Just a day ago, the White House announced plans to make Pittsburgh an AI hub with huge investments made in new datacenters. This morning, Talen Energy ($TLN) announced plans to purchase two gas plants for $3.5 billion. Not coincidentally, these plants are both located in the nearby Pennsylvania-New Jersey-Maryland interconnection market. As … Read more
Las Vegas Sands ($LVS) News That Does and Doesn’t Matter
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Macau GGR up 19%
Inside Asian Gaming is reporting that Macau gross gaming revenue was up 19% in June. Some think that much of the increase was due to performances by Jacky Cheung. If so, that’s great. The government specifically asked the integrated resort concessionaires to increase non-gambling revenue. Looks like that’s happening. Information contained in this report, … Read more
Macau GGR rising
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Weekly Points – May 16th, 2025 – 5 Things to Know in Investing This Week – The Temporary Tariff Truce Issue
The new CPI was a win for the disinflation crowd as the all-items inflation metric falls to 2.3%. On the other hand, we’ve been above the 2% target for 50 straight months, and I think the target is 2% too high. The market celebrated a temporary tariff truce with China as both sides agree to … Read more
Las Vegas Sands ($LVS) – A Meaningful Gesture
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