$lvs
Weekly Points – February 16th, 2024 – 5 Things to Know in Investing This Week – The Opposite Day Issue
This week, economic data decided to pull a George Costanza and do the opposite of everything it has been doing. DKI has highlighted the trend of inconsistent data in recent months, and this week, many of those inconsistent trends reversed. Confusing? Don’t worry, we’ll explain. We also have some excellent fundamental news from Shockwave Medical … Read more
News on Las Vegas Sands ($LVS)
Recently, Fitch upgraded Las Vegas Sands’ ($LVS) debt from BB+ to BBB-. This is a response to rising cash flow and EBITDA from Macau. This recovery is something DKI has been writing on for more than a year. The Fitch upgrade assumes that Sands continues to pay the current dividend, continues to buy back hundreds … Read more
Weekly Points – January 26th, 2024 – 5 Things to Know in Investing This Week – The Super-Duper Inconsistent Data Issue
Every week in January, we’ve been pointing out the inconsistencies we see in macro-economic data. The trend becomes even more pronounced this week with contradictory insight on the economy being provided by the GDP report, the Fed’s preferred inflation metric, and the purchasing manager’s index. The results are so confusing that commentary by S&P Global … Read more
