Fri: Quarterly Expiries: EU (11,12UKT), US Eminis (930ET open), Options (16ET); & Quarterly Index Rebalancing (stock adds/deletes) on 16ET US close. UoMich Consumer Sentiment slight miss. Ratings: BoA cuts CRUS, CREE. BMO cuts TTWO. M&A: IVZ in talks to merge with STT. IPOs: KR: $8B Hundai Heavy #1 shipbuilder: relist/restruc of 50yo stock. World Stocks' Quarterly EARNINGS: Sep17Fri r0 $20B MktCap (value): toplGlov) peug. manu. juve. cty. Sept 16 Thursday - Summary: Stocks SPY-0.2%, Bond TLT-0.5%, EEM-1.2%, Small IWM=, SpecT ARKK+0.6%. Philly Fed, Retail Sales beat: M+4% GPS+2%. MAERSK ups guidance: #1 shipper. EU Electricity/NatGas/Coal/Uranium power-supply mega-squeeze, into winter. CN, FR denounce AUKUS AU UK US defense pact: $90B AU nuke subs &more. Ford+1%: 3rd carmaker to stop IN car production [logistics / corruption risks]. TKR-4% cuts guidance. DIS-1% Shang-Chi movie may be banned in China. BLI-12% bio: scathing short report from Scorpion Capital. PLTR+6%: memes. IPOs r6: FORG+46% ForgeRock 10% float of $3B MktCap, digital ID. ACT+8% Enact 9% of $3B mortgage insurance unit of insurer Genworth. SPAC Mergers: LFG+9% $1B Renewable NatGas, into RICE. SPACs: FLYA. Ratings: Ups: BoA> DASH+6% CAR+10%. JPM> CSCO=. PIPR> CMG+2%. WFC> SIG+4%. Cuts: PIPR> BYND-2%. JPM> WYNN-2%. BoA> FSR-5%. DB> EQNR-2%. Earnings Movers by sector/impact: [Growth<] Tech XLK=: From y'day: jks-4%. can-5%. Consumr Cyclical XLY+0.5%: From y'day: webr+4%. Comm'c'n Service XLC-0.1%: - Healthcare XLV-0.3%: - Consumer Staples XLP-0.3%: - Property VNQ+0.2%: - Utilities XLU-0.8%: - Industrials XLI-0.7%: - Materials XLB-1.1%: - Copper-3.5%. Alum-0.5%. Iron-6%. Lumber=. BDry+1.5%. Boat+0.3%. Gold-2.3%. Agri=. Energy XLE-1.1%: - Oil=. NatGas-3%. CE-0.3%. C-1.5%. U+2%. Li+2%. Financials XLF-0.3%: - [>Value, Rate Polarities]. BTC-2% ETH=. World Stocks' Quarterly EARNINGS: Sep16Thu r0 $90B MktCap (value): aht. fsr. thg. chemm. sol. -TIMING: )Asia .Eu ,UsAM 'UsPM -RANK: MktCap Thu turnover leaders: $250B~ value: TSLA Tesla Inc +0.15% AAPL Apple Inc -0.16% AMZN Amazon.com Inc +0.36% MSFT Microsoft Corp +0.13% MRNA Moderna Inc +1.42% FB Facebook Inc -0.23% AMD Adv Micro Devices +0.59% BABA Alibaba Group Holding ADR -1.01% GOOGL Alphabet Cl A -0.57% NVDA Nvidia Corp -0.44% PLTR Palantir Technologies Inc Cl A +5.72% GOOG Alphabet Cl C -0.57% AMC AMC Entertainment Holdings Inc -1.71% OPAD Offerpad Solutions Inc +58.74% AFRM Affirm Holdings Inc Cl A +7.13% BAC Bank of America Corp +0.77% BNTX Biontech Se ADR +4.90% SNOW Snowflake Inc Cl A -0.17% JPM JP Morgan Chase & Company -0.04% UPST Upstart Holdings Inc +5.08% SQ Square +2.53% CSCO Cisco Systems Inc -0.40% ADBE Adobe Systems Inc +0.61% C Citigroup Inc -0.64% V Visa Inc +0.23% BA Boeing Company -0.40% CRM Salesforce.com Inc +1.64% MA Mastercard Inc +0.45% ZM Zoom Video Communications Cl A -0.32% DASH Doordash Inc Cl A +5.55% SNAP Snap Inc -1.55% NIO Nio Inc ADR -2.47% FCX Freeport-Mcmoran Inc -6.64% AMAT Applied Materials +2.03% TMUS T-Mobile US +1.45% BRK.B Berkshire Hathaway Cl B -0.24% SHOP Shopify Inc +0.07% WYNN Wynn Resorts Ltd -2.39% WFC Wells Fargo & Company -0.77% GS Goldman Sachs Group -1.31% ORCL Oracle Corp -0.55% NFLX Netflix Inc +0.62% CMCSA Comcast Corp A +0.49% MRK Merck & Company -1.15% INTC Intel Corp -0.53% ABNB Airbnb Inc Cl A +1.07% CVX Chevron Corp -0.94% PYPL Paypal Holdings +0.19% F Ford Motor Company +1.36% DIS Walt Disney Company -0.58% PFE Pfizer Inc -0.67% XOM Exxon Mobil Corp -1.06% UBER Uber Technologies Inc +2.70% HD Home Depot +0.91% ROKU Roku Inc +1.37% MU Micron Technology +1.10% ASAN Asana Inc Cl A +7.81% QCOM Qualcomm Inc +0.12% JNJ Johnson & Johnson -0.12% KO Coca-Cola Company -0.95% LCID Lucid Group Inc +6.33% BBIG Vinco Ventures Inc +2.09% GOLD Barrick Gold Corp -4.39% VALE Vale S.A. ADR -5.11% CMG Chipotle Mexican Grill +2.01% BYND Beyond Meat Inc -2.31% AAL American Airlines Gp +2.63% INDP Indaptus Therapeutics Inc +7.72% COIN Coinbase Global Inc Cl A -1.56% ===== Sept 15 Wednesday - Summary: Stocks SPY+0.8%, Bond TLT-0.4%, EEM=, Small IWM+0.9%, SpecT ARKK+0.8% Industrial Produc'n +0.4% MoM (e+0.4%) from revised rp 0.8% (p0.9%): shortages. Empire State Manuf'g 34.3 in Sept, hugely beat expected 18.6, from 18.3 in Aug. Weak China retail sales further drag SBUX-4% JD-2% BABA-1%; & MLCO-14%. MSFT+2%: $60B buyback, div'd raise. NatGas stocks bounce on NatGas boom. STLD+5% strong guide> MT+6% X+5% CLF+4% NUE+3%. BNTX+6%: booster data. IPOs R15 $35B! TWKS+40% Thoughtworks 13% of $9B MktCap IT Consulting. ONON+46% On Holding AG 11% float of $9B SW Federer's sports brand. DH+60% Definitive Healthcare 10% of $6B new biz intel: products, marketing. BROS+60% Dutch Bros 13% float of $6B MktCap craft beer. PRCT+68% BioRobotics 15% of $2B prostate RPA. DICE+117% DICE Therapeutics 32% of $1.3B immunology pills. TYRA+63% Tyra Biosciences 26% of $1B oncology. EZFL+14% EzFill 25% of $0.1B mobile fuel. KTTA-29% 38% of $0.05B psyc. bio. SPAC M&A: GREE-22% Greenidge $1B merges into SPRT: BTC mining. LILM+3% Lilium $0.8B DE air taxis, merges into QELL. SPACs: SIER CIIG EDNC WINV AEHA FLAG. M&A r3: GS= buys GSKY+53% $2B consumer fin. KSU+1% accepts CP+1% bid. SPAC plans: EJFA to buy Pagaya $9B early 2022. Ratings: JPM cuts CVX+1.5% from OW to Neutral. LCID+5%: BoA new Buy. Earnings Movers by sector/impact: [Growth<] Tech XLK+0.9%: jks+7%. can-11%. Consumr Cyclical XLY+0.7%: webr+7%. From y'day: myte+3%. Comm'c'n Service XLC+0.5%: - Healthcare XLV+0.7%: Consumer Staples XLP+0.4%: From y'day: ewcz+5%. skil+4%. Property VNQ+0.4%: - Utilities XLU-0.1%: - Industrials XLI+1.1%: From y'day: fcel-5%. cnm+3%. Materials XLB+1.1%: - Copper+2%. Alum+2.3%. Iron-2%. Lumber+4%. Gold-0.6%. Agri+1%. Energy XLE+3.7%: Oil+2.8% NatGas+3%. C-1%. U+8%. Financials XLF+1%: [>Value, Rate Polarities] World Stocks' Quarterly EARNINGS: Sep15Wed r1 $150B MktCap (value): ITX. dark. webr, jks, can, rdw. fevr. tko. virp. kws. roth. rtn. 8t6. tpe. ams. tlw. -TIMING: )Asia .Eu ,UsAM 'UsPM -RANK: MktCap x %Adjustments Wed turnover leaders: $300B~ value: AAPL Apple Inc +0.61% TSLA Tesla Inc +1.52% AMZN Amazon.com Inc +0.75% MSFT Microsoft Corp +1.68% FB Facebook Inc -0.69% MRNA Moderna Inc +1.58% BABA Alibaba Group Holding ADR -1.43% AMD Adv Micro Devices -0.12% GOOGL Alphabet Cl A +1.32% NVDA Nvidia Corp +0.45% AMC AMC Entertainment Holdings Inc -0.97% GOOG Alphabet Cl C +1.26% WYNN Wynn Resorts Ltd -6.30% CSCO Cisco Systems Inc -0.54% BAC Bank of America Corp +0.75% CMCSA Comcast Corp A +2.54% JPM JP Morgan Chase & Company +0.69% INDP Indaptus Therapeutics Inc +52.05% BA Boeing Company +1.25% BNTX Biontech Se ADR +6.08% NFLX Netflix Inc +0.88% AFRM Affirm Holdings Inc Cl A +1.56% C Citigroup Inc +2.43% QCOM Qualcomm Inc -2.05% WFC Wells Fargo & Company +1.28% V Visa Inc +0.35% SNOW Snowflake Inc Cl A +1.51% PLTR Palantir Technologies Inc Cl A +3.12% UNH Unitedhealth Group Inc +1.21% MA Mastercard Inc -0.30% SBUX Starbucks Corp -3.55% ADBE Adobe Systems Inc +2.49% JNJ Johnson & Johnson +0.38% ORCL Oracle Corp +1.55% XOM Exxon Mobil Corp +3.37% UPST Upstart Holdings Inc +3.74% ZM Zoom Video Communications Cl A -0.82% GS Goldman Sachs Group -0.43% PFE Pfizer Inc +0.13% CRM Salesforce.com Inc +0.70% AVGO Broadcom Ltd +1.57% UBER Uber Technologies Inc -1.36% LVS Las Vegas Sands -1.70% CVX Chevron Corp +2.12% PYPL Paypal Holdings +0.07% MU Micron Technology +0.45% TMUS T-Mobile US -1.43% DIS Walt Disney Company +1.10% BRK.B Berkshire Hathaway Cl B +0.35% NKE Nike Inc -0.54% UNP Union Pacific Corp +0.41% INTC Intel Corp +1.10% NIO Nio Inc ADR +0.37% SQ Square +0.71% DOCU Docusign Inc +2.12% CP Canadian Pacific Railway +0.98% HD Home Depot +0.08% SHOP Shopify Inc +1.63% ABNB Airbnb Inc Cl A +1.88% T AT&T Inc +0.88% ROKU Roku Inc +0.62% MRK Merck +0.97% PDD Pinduoduo Inc ADR -2.44% EA Electronic Arts Inc -5.73% AMAT Applied Materials +0.78% JD Jd.com Inc ADR -1.63% GE General Electric Company +1.77% TWTR Twitter Inc +2.74% COST Costco Wholesale +0.51% ABB V Abbvie Inc +1.21% SNAP Snap Inc +3.24% F Ford Motor Company +2.80% EB AY Ebay Inc +3.64% P ATH Uipath Inc Cl A -4.17% TXN T exas Instruments +1.22% ADI Analog Devices +0.35% BIDU Baidu Inc ADR +0.75% DHR Danaher Corp +0.36% PTON Peloton Interactive Inc -2.71% ANY Sphere 3D Corp +26.07% WMT Wal-Mart Stores +0.17% ASML Asml Hld NY Reg ADR +0.14% GM General Motors Company +2.13% DASH Doordash Inc Cl A +3.21% OXY Occidental Petroleum Corp +6.09% TMO Thermo Fisher Scientific Inc +0.10% LRCX Lam Research Corp +1.33% FCX Freeport-Mcmoran Inc +5.61% MS Morgan Stanle y +1.11% CAT Caterpillar Inc +1.68% TSM Taiwan Semiconductor Manufacturing ADR -1.29% CNI Canadian National Railway +2.09% NVAX Novavax Inc -0.85% MTCH Match Group Inc +0.97% LCID Lucid +5.07% === Sept 14 Tuesday - Summary: Stocks SPY-0.5%, Bond TLT+1.2%, EEM-0.8%, Small IWM-1.3%, SpecT ARKK-1.1% CPI+0.3% (e+0.4%; +5.3% YoY), core (ex food,energy) +0.1% (e+0.3%): delays taper. NFIB Small Business Optimism 100.1 in Aug from 99.7 in July. ^Co Tax% likely. AAPL-1% $799 iPhone13 launch: 1T storage, 5G, metaverse, watch focus. LVS-10% WYNN-11% MGM-4%: Macau wants to up supervision, local ownership; & A CN province entered lockdown on Delta cases. CVAC-8%: vax deals pulled, CMCSA-7%: late August slowdown in net cable subs adds, drags media names. FB= own damning research: IG has harmful effects on teen girls' body images. Ratings: MS ups MSFT+1% price target from $331 from $305. EVR Evercore ISI raised its price target on AMZN= to $4700 from $420. ZBH+6% comments at today's Baird conference: confirms 2H guidance. WFC+2%: comments from CFO at BARC conference; Sen Warren wants split up. M&A R9: INTU= (TurboTax) confirms, to acquire Mailchimp $12B cash and stock; private, digital marketing. AU to buy KOR $0.6B cash, 26% premium. KAPE.L to buy ExpressVPN for $0.9B. IPOs r6: Sportradar 8% of $7B MktCap: SW sports-bet data. SPACs: PAFO. (HVBT changes NQ ticker to HIVE: $1B green crypto mining. BTCS $0.5B uplists to NQ from OTC.) Earnings Movers by sector/impact: [Growth<] Tech XLK-0.1%: From y'day: ORCL-3%. Consumr Cyclical XLY-0.3%: myte-14%. Comm'c'n Service XLC+0.2%: - Healthcare XLV=: Consumer Staples XLP-0.5%: ewcz+5%. skil-1%. From y'day: avo-10%. Property VNQ-0.3%: - Utilities XLU-0.3%: - Industrials XLI-1.2%: fcel+15%. cnm+1%. From y'day: nssc+2%. Materials XLB-1.1%: - Copper-1.2%. Alum-1.4%. Iron-3%. Lumber-6%. Gold+0.6%. Agr+0.2%. Energy XLE-1.4%: brog+2%. Oil-0.3% NatGas+2%. U+2%. Financials XLF-1.3%: [>Value, Rate Polarities] World Stocks' Quarterly EARNINGS: Sep14Tue r0 $50B MktCap (value): jd. fcel, cnm, ewcz' skil' myte, ses. alesk. sms. tm17. -TIMING: )Asia .Eu ,UsAM 'UsPM -RANK: MktCap x %Adjustments Tue turnover leaders: $250B~ value: AAPL Apple Inc -0.83% TSLA Tesla Inc +0.22% MRNA Moderna Inc +2.24% AMZN Amazon.com Inc -0.16% MSFT Microsoft Corp +1.05% AMD Adv Micro Devices +0.79% NVDA Nvidia Corp +0.45% AMC AMC Entertainment Holdings Inc -8.42% BABA Alibaba Group Holding ADR -3.20% FB Facebook Inc +0.03% CMCSA Comcast Corp A -8.25% AFRM Affirm Holdings Inc Cl A -1.12% WYNN Wynn Resorts Ltd -10.86% GOOG Alphabet Cl C +0.02% LVS Las Vegas Sands -10.12% GOOGL Alphabet Cl A +0.15% BA Boeing Company -1.39% BAC Bank of America Corp -2.64% ORCL Oracle Corp -2.81% NFLX Netflix Inc -2.00% GE General Electric Company -3.90% ZM Zoom Video Communications Cl A -2.71% FCEL Fuelcell Energy Inc +17.08% C Citigroup Inc -2.31% JPM JP Morgan Chase & Company -1.66% WFC Wells Fargo & Company +0.66% UBER Uber Technologies Inc -2.60% ATER Aterian Inc -38.60% NIO Nio Inc ADR -1.30% CVX Chevron Corp -1.77% PANW Palo Alto Networks Inc +1.83% GS Goldman Sachs Group -1.26% ADBE Adobe Systems Inc -0.02% CROX Crocs Inc +8.64% SQ Square +0.19% V Visa Inc -0.77% ROKU Roku Inc -1.83% LIFE Atyr Pharma Inc -1.53% CHTR Charter Communicatio -3.98% BRK.B Berkshire Hathaway Cl B -0.90% SNOW Snowflake Inc Cl A +0.30% AMAT Applied Materials +0.46% BNTX Biontech Se ADR +2.27% SHOP Shopify Inc -1.76% UPST Upstart Holdings Inc -3.37% PFE Pfizer Inc +0.31% MU Micron Technology -1.02% MA Mastercard Inc -0.57% PLTR Palantir Technologies Inc Cl A +1.51% PYPL Paypal Holdings +0.62% CPNG Coupang Inc Cl A -2.20% UNH Unitedhealth Group Inc -0.48% ASML Asml Hld NY Reg ADR +1.88% CRM Salesforce.com Inc +0.09% MRK Merck & Company -0.58% INTC Intel Corp -0.78% DIS Walt Disney Company -1.36% JD Jd.com Inc ADR -2.83% MS Morgan Stanley -2.40% XOM Exxon Mobil Corp -1.39% SNAP Snap Inc +0.11% UNP Union Pacific Corp -1.60% HD Home Depot -0.69% ABNB Airbnb Inc Cl A +1.67% DASH Doordash -2.60% COIN Coinbase -0.06% PTON Peloton -2.55% LLY Eli Lilly and Company -2.04% === Sept 13 Monday - Summary: Stocks SPY+0.3%, Bond TLT+0.6%, EEM+0.3%, Sm IWM+0.6%, SpecT ARKK-1.9% MRNA-7%: The Lancet publishes paper from an international group of scientists indicating that a booster shots aren't needed for the general population yet. Tues: US CPI, AAPL iPhone13 launch. M&A r4: TRU-2% consumer credit ratings to buy Nuestar $3B cash, private. Zoll Medical to buy ITMR+45% $0.5B cash, 49% premium. IPOs - none. UK private PE CVC $15B MCap, to buy Glendower Cr/PE <$1B. Ratings: BTIG cuts NKE-2.5% to Neutral from Buy: supply dynamics. GS starts GOOG+1% at Buy. Ditto AMZN= FB-1%. GS starts ABNB-3% TWTR-3% as sells. FVRR+5% on upbeat comments: Citigroup Global Tech conference. Capital: COIN-2% to raise $1.5B debt for M&A, product dev. Earnings Movers by sector/impact: [Growth<] Tech XLK=: ORCL-1%> -2%AH. Consumr Cyclical XLY+0.2%: - Comm'c'n Service XLC+0.2%: - Healthcare XLV-0.6%: From y'day: soph+2%. Consumer Staples XLP+0.2%: From y'day: Kr=. Property VNQ+0.4%: - Utilities XLU-0.2%: - Industrials XLI+0.3%: nssc+16%. Materials XLB=: - Copper-1.5%. Alum-1.4%. Iron-3%. Lumber=. Gold+0.3%. Agr-0.3%. Energy XLE+2.9%: - Oil+1.3% NatGas+4%. U+4%. Financials XLF+1.1%: From y'day: tigr-5%. [>Value, Rate Polarities] Value rose more than growth, despite bond rally. World Stocks' Quarterly EARNINGS: Sep13Mon r2 $300B MktCap (value): ORCL' avo' nssc, sfor. kobeB) heln. itm. abcm. mxct. brog. -TIMING: )Asia .Eu ,UsAM 'UsPM -RANK: MktCap x %Adjustments Mon turnover leaders: $300B~ value: TSLA Tesla Inc +0.91% AAPL Apple Inc +0.39% AMZN Amazon.com Inc -0.35% MSFT Microsoft Corp +0.43% MRNA Moderna Inc -6.60% NVDA Nvidia Corp -1.45% AFRM Affirm Holdings Inc Cl A -11.64% FB Facebook Inc -0.58% ATER Aterian Inc +52.37% AMD Adv Micro Devices -0.38% AMC AMC Entertainment Holdings Inc +3.05% ORCL-1%.GOOGL Alphabet Cl A +1.03% GOOG Alphabet Cl C +1.09% BABA Alibaba Group Holding ADR -1.60% BA Boeing Company +1.99% SQ Square -0.49% NFLX Netflix Inc -1.58% BAC Bank of America Corp +1.66% PFE Pfizer Inc -2.22% ORCL Oracle Corp -0.88% JPM JP Morgan Chase & Company +1.59% V Visa Inc -0.12% NIO Nio Inc ADR +1.08% ADBE Adobe Systems Inc -2.09% SHOP Shopify Inc -0.49% PG Procter & Gamble Company +1.08% ZM Zoom Video Communications Cl A -3.73% SNAP Snap Inc -4.35% NKE Nike Inc -2.49% PYPL Paypal Holdings -1.35% CRM Salesforce.com Inc -1.20% HD Home Depot +1.05% GE General Electric Company +2.41% BNTX Biontech Se ADR -6.31% BRK.B Berkshire Hathaway Cl B +0.84% ROKU Roku Inc -1.67% UNH Unitedhealth Group Inc +2.63% WFC Wells Fargo & Company +3.23% CRWD Crowdstrike Holdings Inc -3.04% DIS Walt Disney Company +0.47% UPST Upstart Holdings Inc +2.79% SNOW Snowflake Inc Cl A -0.03% INTC Intel Corp +2.14% ABNB Airbnb Inc Cl A -2.95% XOM Exxon Mobil Corp +2.58% PANW Palo Alto Networks Inc +1.32% AMAT Applied Materials +1.90% MU Micron Technology +1.16% C Citigroup Inc +1.37% KO Coca-Cola Company +0.83% VZ Verizon Communications Inc +0.72% MA Mastercard Inc +0.12% CVX Chevron Corp +1.98% ADI Analog Devices +1.69% UBER Uber Technologies Inc +0.45% PLTR Palantir Technologies Inc Cl A -1.71% T AT&T Inc +1.25% JNJ Johnson & Johnson -0.70% TWTR Twitter Inc -3.09% COIN Coinbase Global Inc Cl A -2.21% LIFE Atyr Pharma Inc +66.97% PTON Peloton Interactive Inc -2.52% WMT Wal-Mart Stores -0.57% NVAX Novavax Inc -3.45% GM General Motors Company +2.69% GME Gamestop Corp +6.82% CCL Carnival Corp +2.46% DOCU Docusign Inc -2.14% NO W Servicenow Inc -1.37% LRCX Lam Research Corp +1.78% COST Costco Wholesale -1.18% TMO Thermo Fisher Scientific Inc -2.24% F Ford Motor Company +2.44% GS Goldman Sachs Group +1.43% DKNG Draftkings Inc -3.20% % TXN T exas Instruments +1.75% INTU Intuit Inc -1.76% LOW Lowe's Companies +0.84% DHR Danaher Corp -2.59% ISRG Intuitive Surg Inc +0.43% OCGN Ocugen Inc +15.80% === Sept 10 Friday - Summary: Stocks SPY-0.8%, Bond TLT-0.9%, EEM-0.1%, SmallCp IWM-1%, SpecT ARKK-1% Producer Price Index PPI+0.7% MoM (e 0.6%) p1.0%; 8.3% YoY. Core+0.6% (e+0.6%). AAPL-3% hit by mixed judgement in case from Epic Games; GOOG-2% too; conversely, RBLX+2% benefits. ISRG-4% cuts guide. TSM= strong Aug chip sales. IPOs r5: SPAC M&A: TMC The Metals Co & DeepGreen: $3B merged into SOAC: deepsea Manganese Nodule metal mining. Once economic, this can flood EV-metal markets: 3/4 of ocean floor has MN's. BSKY BackSky 1.5B satellites, merged into SFTW. CRXT Clarus Therapeutics $0.4B androgen, merged into BLUW. SPACs: BNIX FHLT SLVR. M&A r1: The Jordan Co to buy ECHO truck freight, $1B cash, 54% premium. Earnings Movers by sector/impact: [Growth<] Tech XLK-1%: From y'day: ZS-3%. Afrm+34%! Affirm BNPL boom. pwsc+6%. cxm-5%. rskd-10%. sumo-10%. Consumr Cyclical XLY-0.6%: From y'day: aso+4%. cook-6%. love+7%. Comm'c'n Service XLC-0.6%: - Healthcare XLV-0.9%: soph-3%. Consumer Staples XLP-0.4%: Kr-7%: ^costs. Property VNQ-1.3%: - Utilities XLU-1.4%: - Industrials XLI-0.4%: Materials XLB=: - Copper+3%. Lumber+5%. Alum+3%. Iron=. Gold-0.5%. Agr-0.5%. Energy XLE=: - Oil+2.2% NatGas-0.9%. U+7%. Financials XLF-0.7%: tigr+9%. [>Value, Rate Polarities] World Stocks Quarterly EARNINGS: Sep10Fri r0 $50B MktCap: Kr tigr jdw. -TIMING: )Asia .Eu ,UsAM 'UsPM -RANK: MktCap x %Adjustments Fri turnover leaders: $250B~ value: AAPL Apple Inc -3.30% TSLA Tesla Inc -2.64% AFRM Affirm Holdings Inc Cl A +34.31% AMZN Amazon.com Inc -0.41% MRNA Moderna Inc -1.39% NVDA Nvidia Corp +1.28% AMC AMC Entertainment Holdings Inc +3.87% GOOGL Alphabet Cl A -1.82% MSFT Microsoft Corp -0.43% FB Facebook Inc +0.37% GOOG Alphabet Cl C -2.06% AMD Adv Micro Devices -0.95% PTON Peloton Interactive Inc +6.83% BABA Alibaba Group Holding ADR +0.43% ISEE Iveric Bio Inc +65.82% NFLX Netflix Inc +0.33% MTCH Match Group Inc +4.23% ZM Zoom Video Communications Cl A +1.76% UPST Upstart Holdings Inc -6.61% RBLX Roblox Corp Cl A +1.75% BAC Bank of America Corp -1.64% SQ Square -1.50% BA Boeing Company -1.61% VICI Vici Properties Inc -0.50% MU Micron Technology +0.88% ZS Zscaler Inc -3.33% NVAX Novavax Inc -6.38% APLS Apellis Pharmaceuticals Inc -37.10% AMAT Applied Materials +1.37% NIO Nio Inc ADR -1.22% BMBL Bumble Inc +4.24% CRM Salesforce.com Inc -1.49% ISRG Intuitive Surg Inc -4.21% V Visa Inc -1.13% KR Kroger Company -7.54% JPM JP Morgan Chase & Company -1.18% BNTX Biontech Se ADR -0.62% GM General Motors Company +2.21% ATER Aterian Inc +15.23% ASML Asml Hld NY Reg ADR +0.64% MA Mastercard Inc -1.12% WFC Wells Fargo & Company -0.16% C Citigroup Inc -1.28% AAL American Airlines Gp -6.14% PLTR Palantir Technologies Inc Cl A +0.61% SNOW Snowflake Inc Cl A -0.43% ATVI Activision Blizzard +1.99% BBIG Vinco Ventures Inc -2.96% UNH Unitedhealth Group Inc -2.25% ROKU Roku Inc -3.02% INTC Intel Corp +0.82% GE General Electric Company -1.25% BRK.B Berkshire Hathaway Cl B -0.33% LULU Lululemon Athletica +1.18% PYPL Paypal Holdings -0.89% DIS Walt Disney Company -0.90% LRCX Lam Research Corp +0.81% ORCL Oracle Corp +0.16% HD Home Depot +0.05% PFE Pfizer Inc -1.09% CVX Chevron Corp +0.09% FCX Freeport-Mcmoran +2.38% CI Cigna -4.37% === Sept 9 Thursday - Summary: Stocks SPY-0.4%, Bond TLT+1.2%, EEM-0.2%, SmallCp IWM=, SpecT ARKK+0.4% BoA, DB also downgrade US equities (after MS, GS): hurts US stocks. ECB stealth PEPP taper: soft for risk. Very strong $24B 30-year Treasury bond auction. Fed's Rosengen will liquidate all his stocks (for fairness): optics look bearish. Initial Weekly Jobless claims -35k WoW to 310k (e345k). Continuing claims -22k. MRNA+8%: single dose 2-in-1 CoV+flu booster development; UK OK's boosters. PTON+10%: apparel brand launch. BIIB-7% Alzheimer's launch looks slow. JETS+2% planes soar, despite LUV+2% AAL+6% DAL+4% UAL+2% JBLU+4% warn. FB= teams up with EssilorLuxottica for camera-enabled glasses. ATVI-3%: CN. Capital: DLR-5%: data centre REIT's $1B equity issue. IPO r0: Up: TNT $0.7B uplist to NDQ from OTC. M&A r3: Packable $2B will merge into SPAC HTPA+2%, becomes PKBL. Energy Vault $1B will merge into SPAC NXU+1%, becomes GWHR. MA= Mastercard buys CipherTrace <$0.5B crypto intel/ analytics, private. Earnings Movers by sector/impact: [Growth<] Tech XLK-0.4%: ZS=. Afrm+5%> +20%AH: Affirm BNPL boom. pwsc-7%. cxm+12%. rskd-11%. From y'day: S-3%. dsgx+2%. inta+3%. base-19%. Consumr Cyclical XLY-0.1%: aso+2%. From y'day: LULU+10%: Lululemon yogawear beat. GME= was-10%: Gamestop meme miss: bigger loss. Rh+8%. curv+32%: plus-size guide up. Comm'c'n Service XLC-0.5%: From y'day: geni-1%. Healthcare XLV-1.2%: From y'day: hqy+4%. Consumer Staples XLP-0.6%: - Property VNQ-1.9%: - Utilities XLU-0.5%: - Industrials XLI-0.5%: From y'day: Cprt-2%. rklb+37%. kfy+4%. abm-3%. avav-13%. revg+2%. Materials XLB=: - Copper+1%. Lumber+2%. Alum+1.4%. Iron+1%. Gold+0.4%. Agr-0.9%. Energy XLE+0.2%: - Oil+1.7% NatGas+1.8% Financials XLF-0.3%: From y'day: wdh-3%. [>Value, Rate Polarities] World Stocks' Quarterly EARNINGS: Sep9Thu r1 $250B MktCap (value): ZS' Afrm' Suhjy) skhsy) pwsc' rskd, dlmaf emlaf cxm' aso, vrnt' ccc. gns. rui. inpp. itp. eghsf mrw. slm. cook' sumo' play' soph, zumz' hov, -TIMING: )Asia .Eu ,UsAM 'UsPM -RANK: MktCap x %Adjustments Thurs turnover leaders: $250B~ value: TSLA Tesla Inc +0.13% MRNA Moderna Inc +7.81% AMZN Amazon.com Inc -1.17% AAPL Apple Inc -0.67% MSFT Microsoft Corp -0.99% NVDA Nvidia Corp -0.73% AMC AMC Entertainment Holdings Inc +2.36% FB Facebook Inc +0.11% AMD Adv Micro Devices -0.02% LULU Lululemon Athletica +10.47% BABA Alibaba Group Holding ADR -1.99% GOOGL Alphabet Cl A -0.10% GOOG Alphabet Cl C +0.02% UPST Upstart Holdings Inc +5.57% BA Boeing Company +1.21% PTON Peloton Interactive Inc +9.83% NFLX Netflix Inc -1.40% NVAX Novavax Inc -3.01% SPRT Support.com Inc +12.35% GME Gamestop Corp +0.19% BAC Bank of America Corp +0.37% RH Restoration Hardware Holdings +7.78% UNH Unitedhealth Group Inc -0.20% GEVO Gevo Inc +37.13% SQ Square -1.25% NKE Nike Inc +1.64% DIS Walt Disney Company +0.41% V Visa Inc -0.70% BBIG Vinco Ventures Inc +5.87% MA Mastercard Inc +0.11% NIO Nio Inc ADR +0.81% ADI Analog Devices +3.14% SNOW Snowflake Inc Cl A +0.59% JPM JP Morgan Chase & Company +0.44% AAL American Airlines Gp +5.59% PYPL Paypal Holdings +0.58% LLY Eli Lilly and Company -5.82% PATH Uipath Inc Cl A -3.63% JNJ Johnson & Johnson -2.23% BNTX Biontech Se ADR +4.50% ABBV Abbvie Inc -2.80% TMUS T-Mobile US -1.67% MRK Merck & Company -2.04% MU Micron Technology +0.83% BIIB Biogen Inc -6.66% WMT Wal-Mart Stores -0.71% XOM Exxon Mobil Corp +0.07% VZ Verizon Communications Inc -0.86% BRK.B Berkshire Hathaway Cl B -0.26% C Citigroup Inc +0.60% GPN Global Payments Inc +1.21% PFE Pfizer Inc -1.03% SHOP Shopify Inc +1.78% CRM Salesforce.com Inc -0.72% ZM Zoom Video +0.77% ABNB Airbnb +1.26% CVX Chevron Corp -0.40% HD Home Depot +0.06% GE General Electric Company +0.69% ROKU Roku Inc +1.14% RBLX Roblox Corp Cl A +3.40% WLTW Willis Towers WT +4.45% === Sept 8 Wednesday - Summary: Stocks SPY-0.1%, Bond TLT+0.7%, EEM-1.5%, SmC IWM-1.1%, SpecT ARKK-2.8% JOLTS Job Openings: record high of 10.934m; revised rp10.185m prior p0.073m. Consumer credit +$17B in July (e$28B) from revised huge rp$37.9B (p$37.6B). Strong $38B 10-yr note auction; main monthly 30yr auction on Thursday. COIN-3%: SEC to sue if program launches, paying interest on lending crypto. GIS+5% guides up; defensive staples K+2% KHC+4%, utilities NEE+2% D+2%. Builders soft: PHM-6% SHW-2% lowered guides. CTXS+3%: Elliot Mgt actions. M&A r5: PYPL-3% to buy JP's Paidy $2B private: BNPL. Helps GPN+7%. ICUI+26% intravenous, to buy Smiths Medical $2B cash+stock, vascular, private. SNY-3% Sanofi to buy KDMN+71% $2B, 79% premium. CFG-1% Citizens Financial to buy JMP Securities $0.2B cash, 3% premium. IPOs r0: SPACs: BNRR JATT. Up: DXLG apparel $0.4B uplist to NQ from OTC. Earnings Movers by sector/impact: [Growth<] Tech XLK-0.4%: S-4%. base+5%. From y'day: Path-10% UiPath RPA cut guide. Coup-4%. smar-14%. mlnk-4%. Consumr Cyclical XLY+0.1%: LULU-1%> +13%AH: Lululemon yogawear beat. GME=> -8%AH: Gamestop meme miss: bigger loss. Rh+1%. curv-9%. From y'day: dada-5%. Comm'c'n Service XLC-0.5%: geni+5%. Healthcare XLV=: hqy-3%. From y'day: absi-17%. Consumer Staples XLP+0.9%: From y'day: casy-5%. Property VNQ+0.6%: - Utilities XLU+1.8%: - Industrials XLI+0.1%: Cprt+1%. rklb+4%. kfy=. abm=. revg-12%. Materials XLB-1%: Copper-1%. Lumber-4%. Alum+1.3%. Iron-3%. Gold-0.2%. Agr-0.6%. Energy XLE-1.3%: - Oil+1.1% NatGas+8%! Coal, int'l NatGas boom> ^electricity, lithium. Financials XLF-0.2%: wdh-5%. [>Value, Rate Polarities] World Stocks' Quarterly EARNINGS: Sep8Wed r2 $200B MktCap (value): LULU' GME' Cprt' S' Rh' dsgx' rklb' kfy, hqy' geni, abm' avav' curv' inta' wdh, revg, cdmo' cvgw' so. bkw. dnlm. opap. tgym. -TIMING: )Asia .Eu ,UsAM 'UsPM -RANK: MktCap x %Adjustments Weds turnover leaders: $250B~ value: TSLA Tesla Inc +0.13% AAPL Apple Inc -1.01% AMZN Amazon.com Inc +0.46% NVDA Nvidia Corp -1.43% MRNA ModernDXa Inc -3.09% AMC -0.90% AMD Adv Micro Devices -2.73% FB Facebook Inc -1.21% MSFT Microsoft Corp +0.01% BBIG Vinco Ventures Inc +5.80% NFLX Netflix Inc -0.11% BABA Alibaba Group Holding ADR -2.54% PYPL Paypal Holdings -2.74% SQ Square -4.18% GOOGL Alphabet Cl A -0.41% NIO Nio Inc ADR -6.04% GOOG Alphabet Cl C -0.44% UPST Upstart Holdings Inc +4.43% BA Boeing Company -1.33% V Visa Inc +1.25% MA Mastercard Inc +1.84% DIS Walt Disney Company +0.44% SHOP Shopify Inc -3.83% PLTR Palantir Technologies Inc Cl A -4.19% KDMN Kadmon Holdings Llc +71.13% BAC Bank of America Corp -1.31% SNOW Snowflake Inc Cl A +1.80% GE General Electric Company -0.69% MU Micron Technology -1.86% COIN Coinbase Global Inc Cl A -3.23% BRK.B Berkshire Hathaway Cl B +0.16% ABBV Abbvie Inc +1.22% DOCU Docusign Inc -3.38% JPM JP Morgan Chase & Company -0.45% ZM Zoom Video Communications Cl A -2.12% PATH Uipath Inc Cl A -9.62% COUP Coupa Software Inc -4.22% ROKU Roku Inc -2.91% NVAX Novavax Inc -1.40% MDB Mongodb Inc Cl A -3.68% EFTR Effector Therapeutics Inc +111.77% CVX Chevron Corp -0.69% C Citigroup Inc -1.10% LRCX Lam Research Corp -1.63% ABNB Airbnb Inc Cl A -0.65% TSM Taiwan Semiconductor Manufacturing ADR -2.25% GME Gamestop Corp -0.10% GPN Global Payments Inc +7.19% ATER Aterian Inc +29.35% NKE Nike Inc -1.19% DKNG Draftkings Inc -0.30% SNAP Snap Inc -3.09% AMAT Applied Materials -2.15% BNTX Biontech Se ADR -2.99% ICUI I C U Medical Inc +26.23% CRWD Cr owdstrike Holdings Inc -1.65% GSAT Globalstar +29.95% CL O V Clover Health Investments Corp -12.50% PDD Pinduoduo Inc ADR -2.80% T AT&T Inc +0.66% ORCL Oracle Corp +0.85% BIDU Baidu Inc ADR -2.40% DASH Doordash Inc Cl A +1.93% HD Home Depot +0.80% DDOG Datadog Inc Cl A +1.61% ANY Sphere 3D Corp +17.02% MELI Mercadolibre Inc -2.44% NO W Servicenow Inc -1.10% VALE Vale S.A. ADR -3.90% TWTR Twitter Inc -4.17% SBUX Starbucks Corp +1.94% FIS Fidelity National Information Services +3.40% FCX Freeport-Mcmoran Inc -5.47% UBER Uber Technologies Inc -2.15% MMM 3M Company +1.24% COST Costco Wholesale +1.33% ASML Asml Hld NY Reg ADR -0.44% === Sept 7 Tuesday - Summary: Stocks SPY-0.4%, Bond TLT-0.8%, EEM+0.6%, SmC IWM-0.7%, SpecT ARKK+0.3% Labor Day Holiday Mon. marked end of summer; start of back-to-college/work (also extra Unemployment Insurance UI expired; but some CoV fears remain). MS US Equities sell downgrade on Delta resurgance, hits retail, industrials; similarly GS cut '21 US GDP to 5.7% from 6.2%. Flat $58B 3-yr bond auction. Crypto 10-20% downturn: due to •IMF & FCA warnings; •ElSalvador: 1st country to use BTC as FX, but people don't like it •COINbase-4% exchange went offline on sell rush; •52.8 high >44.5k low on stoplosses: •overextended trend followers & •late-bubble-ish contra-signs: pop endorsers Kardashian, Reece Witherspoon. MTCH+7%: SPY SP500 index add; TNDM+13%: MDY Midcap400 index add. PPG-3%: paint maker cuts sales guidance. NCAAF kickoff & NFL start soon, helps sports betting WYNN+6% CZR+3% DKNG+4% PENN+4% BALY+4%. MRNA+5% submits vax to EU's EMA. VFC-6%: VC V. Wu steps off board. Boeing BA-2%: IE's Ryanair nix's buy of 737 MAX 10 jets worth $20B+, over price. IPOs r1: SPAC M&A: ARQQ+22% $1B Arqit Quantum cryptog merger into CENH SPACs: ASPA BSAQ. •60% of the 700 US 2021 IPOs were SPAC reverse listings. M&A r3: Pimco (Allianz) to buy CXP+15% REIT $3B cash, 27% premium. DOCN $8B buys Nimbella serverless cloud ~<$0.5B, private. MA Mastercard to buy AIIA: DK open banking ~<$0.5B, private. Private Mars $100B~ choc, to buy rivate PrettyLitter cat litter <$1B. Ratings: MS cuts JNJ-1.5% MRK-1.5% AMGN-2% VRTX-3%. Earnings Movers by sector/impact: [Growth<] Tech XLK=: Path-1%> -7%AH. Coup=>+6%AH. smar-1%. mlnk+2%. Consumr Cyclical XLY+0.3%: dada+4%. Comm'c'n Service XLC+0.2%. Healthcare XLV-0.6%: absi-14%. Consumer Staples XLP-1.1%: casy-2%. Property VNQ-1.3%: - Utilities XLU-1.3%: - Industrials XLI-0.6%: Materials XLB-0.7%: Copper-1%. Lumber-4%. Alum-0.5%. Iron+3%. Gold-2%. Agr=. Energy XLE-0.6%: - Oil-1.3% NatG-2.7% Financials XLF-0.6%: [>Value, Rate Polarities] World Stocks' Quarterly EARNINGS: Sep7Tue r1 $250B MktCap (value): Path' Coup' Pghn. smar' casy' exo. dada' mlnk' absi' dmp. gama. mf. sfer. vty. shp. -TIMING: )Asia .Eu ,UsAM 'UsPM -RANK: MktCap x %Adjustments Tue turnover leaders: $250B~ value: TSLA Tesla Inc +2.64% AAPL Apple Inc +1.55% AMZN Amazon.com Inc +0.90% MRNA Moderna Inc +4.73% MSFT Microsoft Corp -0.32% AMC AMC Entertainment Holdings Inc +8.66% NVDA Nvidia Corp -0.79% BABA Alibaba Group Holding ADR +2.85% FB Facebook Inc +1.57% NFLX Netflix Inc +2.74% AMD Adv Micro Devices -0.70% MTCH Match Group Inc +7.54% GOOGL Alphabet Cl A +0.38% BA Boeing Company -1.80% V Visa Inc +0.52% GOOG Alphabet Cl C +0.51% PYPL Paypal Holdings +1.43% DIS Walt Disney Company +1.85% PDD Pinduoduo Inc ADR +5.39% CLOV Clover Health Investments Corp +22.17% ABNB Airbnb Inc Cl A +4.43% BAC Bank of America Corp +0.66% MA Mastercard Inc +1.32% NVAX Novavax Inc +7.59% JD Jd.com Inc ADR +4.24% SQ Square -1.45% DOCU Docusign Inc -5.98% JPM JP Morgan Chase & Company -0.18% COIN Coinbase Global Inc Cl A -4.18% BRK.B Berkshire Hathaway Cl B -1.06% DE Deere & Company -4.52% NIO Nio Inc ADR +0.54% SNOW Snowflake Inc Cl A +0.80% LRCX Lam Research Corp -2.87% UPST Upstart Holdings Inc +6.23% ZM Zoom Video Communications Cl A +0.56% ABBV Abbvie Inc -2.32% BBIG Vinco Ventures Inc +21.05% CRM Salesforce.com Inc -0.70% PFE Pfizer Inc -0.19% WMT Wal-Mart Stores -1.33% ATVI Activision Blizzard -3.34% CRWD Crowdstrike Holdings Inc -3.07% MSTR Microstrategy Cl A -9.02% JNJ Johnson & Johnson -1.55% BIDU Baidu Inc ADR +2.27% GE General Electric Company -1.39% MMM 3M Company -4.53% DKNG Draftkings Inc +4.20% MRK Merck & Company -1.66% C Citigroup Inc -0.49% TSM Taiwan Semiconductor Manufacturing ADR +0.59% ORCL Oracle Corp -1.42% ROKU Roku Inc +0.70% CMCSA Comcast Corp A -2.30% NOW Servicenow Inc -2.58% PLTR Palantir Technologies Inc Cl A +0.23% SHOP Shopify Inc -1.13% PG Procter & Gamble Company -0.37% ADBE Adobe Systems Inc -0.78% SNAP Snap Inc +1.88% CHTR Charter Communicatio -1.29% KO Coca-Cola Company -1.87% WFC Wells Fargo & Company +0.32% Symbol Name %Chg All US Exchanges PVolmSimplVw Showing 1-100 of 200 Symbol Name %Chg BNTX Biontech Se ADR +3.68% MU Micron Technology -0.23% CVX Chevron Corp -0.44% CSC O Cisco Systems Inc -0.91% VZ Verizon Communications Inc -1.10% HD Home Depot -0.42% CNI Canadian National Railway -3.45% UNP Union Pacific Corp -0.89% CPNG Coupang Inc Cl A +9.78% CCL Carnival Corp +2.61% QCOM Qualcomm Inc -0.61% MDB Mongodb Inc Cl A -3.48% AMAT Applied Materials +0.49% COUP Coupa Software Inc +0.54% AMGN Amgen Inc -2.22% T PEP Pepsico Inc -1.63% LMT Lockheed Martin Corp -1.91% HON Honeywell -2.38% 7% ASML Asml Hld NY Reg ADR +0.43% UBER Uber Technologies Inc +1.56% CP Canadian Pacific Railway -1.90% BILI Bilibili Inc ADR +6.04% DASH Doordash Inc Cl A +1.89% === Sept 3 Friday - Summary: Stocks SPY=, Bond TLT-0.9%, EEM+0.5%, Sm IWM-0.5%, SpecT ARKK+0.2% Calm before 3-day weekend (Mon: Labor Day Hol): US NFP Jobs 235k (e750k). Private sector payrolls +243k MoM (e650,000). UER jobless 5.2% (e5.2%), p5.4%. Wages +0.6% (e0.3%) p0.4%, hurt bonds, helped gold) YoY +4.3%, p4.1%. Workweek 34.7 hours (Briefing.com consensus 34.8). Labor Participation 61.7%, p61.7%. Taper delayed. ISM Non-Manuf'g Aug 61.7% (e62.0%) from record p64.1% in July. IPOs r1: SPAC M&A: RDW Redwire $0.6B space infra, merges into GNPK. RCOR Renovacor $0.3B cardio genes, merges into CHAQ. SPACs: OXUS DWAC JATT. (AU: mining spec nanocaps: BMR, SMS $0.05B). Forbes pursuing $0.6B SPAC deal; Buzzfeed too, $1.5B. SGpr halves their SPAC minimum size to $100m, to try to get CN/ASEAN deals. Earnings Movers by sector/impact: [Growth<] Tech XLK+0.4%: From y'day: AVGO+1%. DOC+5%. Mdb+26%. Hpe+1%. gwre+4%. cien-3%. saic+2%. pd=. mdla=. mei-3%. scwx-1%. Consumr Cyclical XLY=: From y'day: aeo=. sig-2%. dooo+7%. le-9%. Comm'c'n Service XLC=: From y'day: jw.a=. Healthcare XLV+0.1%: From y'day: Coo+1%. pdco-3%. Consumer Staples XLP-0.1%: From y'day: Hrl-2%. Property VNQ=: - Utilities XLU-0.8%: - Industrials XLI-0.6%: From y'day: ttc+1%. brc-1%. gms-2%. Materials XLB-0.7%: Copper+0.1%. Lumber+11!. Alum+1.3%. Iron=. Gold+1%. Agr=. Energy XLE-0.6%: - Oil-0.6% NatG+1.4% Financials XLF-0.6%: [>Value, Rate Polarities] World Quarterly EARNINGS: Sep3Fri r0 $20B MktCap (value): sect. ashm. -TIMING: )Asia .Eu ,UsAM 'UsPM -RANK: MktCap x %Adjust Fri turnover leaders: $200B~ value: TSLA Tesla Inc +0.14% AAPL Apple Inc +0.42% AMZN Amazon.com Inc +0.47% NVDA Nvidia Corp +1.97% MRNA Moderna Inc +4.20% AMD Adv Micro Devices +0.60% MSFT Microsoft Corp -0.03% MDB Mongodb Inc Cl A +26.48% DOCU Docusign Inc +5.37% BABA Alibaba Group Holding ADR -1.15% FB Facebook Inc +0.19% GOOGL Alphabet Cl A +0.31% ROKU Roku Inc -1.29% AMC AMC Entertainment Holdings Inc -0.97% GOOG Alphabet Cl C +0.44% V Visa Inc +0.45% ZM Zoom Video Communications Cl A +1.16% CRM Salesforce.com Inc +1.08% BAC Bank of America Corp +0.07% MA Mastercard Inc +0.24% SAVA Cassava Sciences Inc -8.13% NFLX Netflix Inc +0.41% BA Boeing Company -1.21% PYPL Paypal Holdings +1.26% SQ Square +1.47% TSM Taiwan Semiconductor Manufacturing ADR +2.16% NIO Nio Inc ADR +0.17% COIN Coinbase Global Inc Cl A +4.14% AVGO Broadcom Ltd +1.20% UPST Upstart Holdings Inc +3.02% SNOW Snowflake Inc Cl A +1.01% NVAX Novavax Inc -2.92% BBIG Vinco Ventures Inc -1.75% JPM JP Morgan -0.63% CCL Carnival Corp -4.54% DIS Walt Disney Company -0.43% BRK.B Berkshire Hathaway Cl B -1.11% KPLT Katapult Hldgs Inc +10.64% SHOP Shopify Inc +0.90% CRWD Crowdstrike Holdings Inc +2.04% HD Home Depot +0.79% SPCE Virgin Galactic Holdings Inc -6.39% PTON Peloton Interactive Inc -2.25% GE General Electric Company -1.39% UNP Union Pacific Corp -1.25% CNI Canadian National Railway +2.27% BNTX Biontech Se ADR +1.76% CP Canadian Pacific Railway -2.65% NOW Servicenow Inc +2.73% SNAP Snap Inc +1.57% UBER Uber Technologies Inc -2.61% AXP American Express Company -1.52% RIO T Riot Blockchain Inc -4.53% ANY Sphere 3D Corp -30.00% TGT Target Corp -0.63% PDD Pinduoduo Inc ADR -0.52% QCOM Qualcomm Inc -0.34% OKTA Okta Inc Cl A -0.51% MARA Marathon Digital Hldgs Inc +2.84% INT C Intel Corp -0.35% ASML Asml Hld NY Reg ADR -0.37% PG Procter & Gamble Company +0.10% AFRM Affirm Holdings Inc Cl A -5.80% GME Gamestop Corp -5.14% BIDU Baidu Inc ADR +0.23% LRCX Lam Research Corp +1.43% MSTR Microstrategy Cl A +2.42% CHWY Chewy Inc -3.28% MMAT Meta Materials Inc +0.74% AMAT Applied Materials +1.03% GS Goldman Sachs Group -0.78% SPRT Support.com Inc -0.73% BYND Beyond Meat Inc -4.03% BTCM Bit Mining Ltd -4.83% FUTU Futu Holdings Ltd ADR -0.71% BILL Bill.com Holdings Inc +4.19% COF Capital One Financial Corp -1.78% ==== Sept 2 Thursday - Summary: Stocks SPY+0.3%, Bond TLT+0.4%, EEM-0.5%, Sm IWM+0.7%, SpecT ARKK+0.9% NFP Jobs Fri: Consensus expects~+200k. Weekly jobless +14k to 340k (e348k), 1.5 year low. Q2 Productivity was revised to 2.1% (e2.5%) from advance estimate 2.3%; wages revised to +1.3% (e0.8%) from advance estimate of 1.0%. Lagging data. Factory orders +0.4%, p1.5%: Delta variant caused supply chain bottlenecks. SPCE-3%: FAA grounds July11 SpaceShip2. FSLY+3% may regain AMZN a/c. AMZN= will filter content on its AWS cloud hosting: censored Parler & jihadists. Hurricane Ida hits LA, Northeast: rebuild: PWR+12% MTZ+5% GNRC+3% AA+3%. M&A r6: PWR+12% plans to acquire $3B renewable energy infra firm Blattner. BAX+5% Baxter stents, agreed to buy HRC+5% Hillrom $12B cash, 26% premium. IPOs r5: SPAC M&A: OPAD Offerpad $3B home esales, merged into SPNV. SLGC SomaLogic $1.2B proteomics, merged into CMII. BZ: VITT3.SA Vittia Fertilizantes 10% float of $1.5B MktCap agribiz. $100B BZ FinTech Nubank IPO is expected by~Oct. SPACs: DTRT INAN. Ratings: MS cuts ADSK-5% & Autodesk lowered guidance: Tues was Analyst Day. Earnings Movers by sector/impact: [Growth<] Tech XLK-0.1%: AVGO=. DOCU-1%. Mdb+2%> +13%AH. Hpe=. gwre=. cien+3%. saic+2%. pd+1%. mdla=. mei-8%. scwx-15%. From y'day: Okta+3%. Asan+15%. ntnx+9%. ncno+15%. smtc+11%. ai-10%. Consumr Cyclical XLY=: aeo-10%. sig+6%. dooo+12%. le-9%. From y'day: Chwy-9%. five-13%. chpt+8%. gef+3%. conn-5%. Comm'c'n Service XLC-0.7%: jw.a-1%. Healthcare XLV+1%: Coo=. pdco+7%. From y'day: Veev+1%. phr-10%. Consumer Staples XLP+0.4%: Hrl-5%. From y'day: Bf.b-2%. Property VNQ+0.4: - Utilities XLU+0.9%: - Industrials XLI+1%: ttc=. brc-2%. gms+6%. From y'day: dy+1%. swbi-11%. Materials XLB+0.7%: Copper-2%. Lumber+8%. Alum-1%%. Iron-2%. Gold-0.3%. Agr+0.1%. Energy XLE+0.3%: - Oil+2.1% NatG+0.6% Financials XLF-0.5%: [>Value, Rate Polarities] World Stocks' Quarterly EARNINGS: Sep2Thu r3 $500B MktCap (value): AVGO' DOCU' Mdb' Hpe' Coo' Hrl, gwre' ttc, cien, saic' bdev. ccep. impuy. dci, aeo, sig, pd' dooo, pdco, jw-a, gms, brc, sof. mro. pgn. mdla mei yext scwx oxm giii le gco nx -TIMING: )Asia .Eu ,UsAM 'UsPM -RANK: MktCap x %Adjust Thur turnover leaders: $300B~ value: AAPL Apple Inc +0.73% AMZN Amazon.com Inc -0.63% TSLA Tesla Inc -0.31% FB Facebook Inc -1.76% BABA Alibaba Group Holding ADR -0.78% AMD Adv Micro Devices -0.75% GOOGL Alphabet Cl A -1.35% NVDA Nvidia Corp -0.20% V Visa Inc -2.59% MSFT Microsoft Corp -0.19% MRNA Moderna Inc +1.71% NFLX Netflix Inc +1.16% AMC AMC Entertainment Holdings Inc +1.28% GOOG Alphabet Cl C -1.15% ROKU Roku Inc -5.87% MA Mastercard Inc -2.39% ANY Sphere 3D Corp +39.37% BA Boeing Company +1.28% NIO Nio Inc ADR +3.38% ZM Zoom Video Communications Cl A +1.45% BAC Bank of America Corp +0.10% CHWY Chewy Inc -9.33% HRC Hill-Rom Holdings Inc +4.51% SNOW Snowflake Inc Cl A +1.89% SHOP Shopify Inc +0.19% ADSK Autodesk Inc -5.24% ABBV Abbvie Inc -0.20% OKTA Okta Inc Cl A +2.73% WFC Wells Fargo & Company +2.55% SQ Square -0.82% T AT&T Inc +1.84% JPM JP Morgan Chase & Company +0.46% PDD Pinduoduo Inc ADR -3.84% SPCE Virgin Galactic Holdings Inc -3.14% PYPL Paypal Holdings -0.43% CRWD Crowdstrike Holdings Inc +0.81% XOM Exxon Mobil Corp +2.38% CVX Chevron Corp +2.10% UNH Unitedhealth Group Inc +1.53% DIS Walt Disney Company -0.90% CHPT Chargepoint Hldgs Inc +8.38% MU Micron Technology +0.37% UPST Upstart Holdings Inc +5.67% COIN Coinbase Global Inc Cl A +0.79% PLTR Palantir Technologies Inc Cl A +1.07% VEEV Veeva Systems Inc -5.33% PFE Pfizer Inc +1.74% BIDU Baidu Inc ADR -1.65% SPOT Spotify Technology S.A. +6.54% BRK.B Berkshire Hathaway Cl B -0.06% CRM Salesforce.com Inc -1.56% FIVE Five Below Inc -13.17% BBIG Vinco Ventures Inc -14.12% CCL Carnival Corp +2.13% C Citigroup Inc +0.29% SNAP Snap Inc -0.34% HD Home Depot +1.25% PTON Peloton Interactive Inc +1.01% NVAX Novavax Inc +2.88% MELI Mercadolibre Inc +2.00% FUTU Futu Holdings Ltd ADR -2.16% MTCH Match Group Inc +6.14% GE General Electric Company +2.51% U Unity Software Inc +5.22% Symbol Name %Chg All US Exchanges PVolmSimplVw Showing 1-100 of 200 Symbol Name %Chg WMT Wal-Mart Stores +0.52% UBER Uber Technologies Inc +1.90% JD Jd.com Inc ADR -0.67% DOCU Docusign Inc -2.98% LCID Lucid Group Inc +5.12% ADBE Adobe Systems Inc -0.19% TSM Taiwan Semiconductor Manufacturing ADR +0.30% NO W Servicenow Inc +1.43% ASAN Asana Inc Cl A +15.53% FCUV Focus Universal Inc +1.30% CP Canadian Pacific Railway +2.76% QCOM Qualcomm Inc -0.91% BNTX Biontech Se ADR -1.12% SPRT Support.com Inc -6.89% DHR Danaher Corp +1.14% NKE Nike Inc -0.54% ATVI Activision Blizzard -1.18% F Ford Motor Company -0.76% PG Procter & Gamble Company +0.06% AFRM Affirm Holdings Inc Cl A +2.26% AVGO Broadcom Ltd +0.23% RIO T Riot Blockchain Inc -1.59% BAX Baxter International Inc +4.85% INT C Intel Corp +0.11% ORCL Oracle Corp -0.17% AMAT Applied Materials +0.72% CSC O Cisco Systems Inc +0.86% JNJ Johnson & Johnson +0.70% WLTW Willis T owers WT +2.93% AXP American Express Company -1.45% VZ Verizon Communications Inc +0.64% GS Goldman Sachs Group +0.19% AI C3.Ai Inc Cl A -10.28% CAT Caterpillar Inc +1.85% RH Restoration Hardware Holdings -4.62% AEO American Eagle Outfitters -10.12% Symbol Name %Chg === Sept 1 Wednesday - Summary: Stocks SPY=, Bond TLT+0.2%, EEM+1.3%, SmC IWM+0.7%, SpecTc ARKK+1.4% ISM Manuf'g PMI 59.9% (e58.5%), p59.5%: suppliers struggle to meet increasing demand levels due to record-long raw material lead times, shortages of basic materials, transportation difficulties, worker absenteeism, CoV-shy workforce. Construc'n spend +0.3% (e+0.2%) July, revised prior =; YoY +9.0%: scarce supply. ADP jobs 374k private payrolls in Aug (e660k) from revised prior 326k; p330k. CN Caixin Manuf'g PMI fell to 49.2 from 50.3 (e50.2). US Jobs Fri: exp ~700k. ABBV-7%: FDA requires added warning-label to arthritis treatment, Rinvoq. EVs: XPEV-4% deliveries fall; LCID-11% lockup expiry. WKHS-7% SEC probe. NFLX+2% hypes "hottest new show:" 9 seasons of Seinfeld comedy (ended 1998). WFC-5% again, on CFPB warning of more misselling fines likely (out Tues 1ET). IPO r0: (STAB $0.05B MCap renaming of CBLI.) JXN ~$10B demerger of PUK. Up: LWLG $1B uplisting from OTC. (INCR $0.3B ADR/uplist from IL.) Ratings: BoA Buy initiation of OGN+2% womens' pharma. Earnings Movers by sector/impact: [Growth<] Tech XLK=: Okta=. Asan+2%. ntnx=. ncno+1%. smtc+2%. ai+3%. From y'day: CRWD-4%. plan+10%. pycr-1%. amba+27% chips. Consumr Cyclical XLY=: Chwy-1%. five+2%. chpt=. gef+1%. conn+6%. From y'day: pvh+15%. amwd-12%. dbi-3%. Comm'c'n Service XLC+0.5%: From y'day: NTES-1%. dao=. Healthcare XLV=: Veev+1%. phr-3%. From y'day: bnr+3%. Consumer Staples XLP+0.5%: Bf.b+3%. Property VNQ+1.8%: - Utilities XLU+1.3%: - Industrials XLI-0.4%: dy-5%. swbi+3%. Materials XLB-0.3%: From y'day: hmy-2%. Copper-2%. Lumber=. Alum-1%. Iron=. Gold=. Agr-0.4%. Energy XLE-1.5%: - Oil-0.2% NatG+5%! Financials XLF-0.5%: From y'day: Futu+15%. [>Value, Rate Polarities] World Stocks' Quarterly EARNINGS: Sep1Wed r2 $300B MktCap (value): Okta' Veev' Chwy' Ri. Bf-b, Five' cpb, asan' ntnx' chpt' ncno' ai' smtc' phr' gef' swbi' bim. die. cnCmcCon) itoE) apnhy. doka. tatn. -TIMING: )Asia .Eu ,UsAM 'UsPM -RANK: MktCap x %Adjustments Wed turnover leaders: $300B~ value: AMZN Amazon.com Inc +0.24% AAPL Apple Inc +0.45% TSLA Tesla Inc -0.22% MSFT Microsoft Corp -0.02% ABBV Abbvie Inc -7.05% BABA Alibaba Group Holding ADR +3.77% MRNA Moderna Inc +3.52% NVDA Nvidia Corp +0.25% FB Facebook Inc +0.70% ZM Zoom Video Communications Cl A +0.47% AMD Adv Micro Devices -0.66% WFC Wells Fargo & Company -4.92% AMC AMC Entertainment Holdings Inc -7.30% NFLX Netflix Inc +2.26% GOOGL Alphabet Cl A +0.36% CRWD Crowdstrike Holdings Inc -3.93% BBIG Vinco Ventures Inc +15.58% LCID Lucid Group Inc -10.87% GOOG Alphabet Cl C +0.26% NIO Nio Inc ADR -0.59% ROKU Roku Inc +4.46% BAC Bank of America Corp -1.34% CRM Salesforce.com Inc +1.15% V Visa Inc +0.45% FUTU Futu Holdings Ltd ADR +14.92% PDD Pinduoduo Inc ADR +6.81% CP Canadian Pacific Railway +4.99% PYPL Paypal Holdings -0.66% MA Mastercard Inc +0.96% BA Boeing Company -0.63% NVAX Novavax Inc +5.67% BIDU Baidu Inc ADR +5.20% PFE Pfizer Inc -0.07% JPM JP Morgan Chase & Company -0.14% DIS Walt Disney Company +1.20% SKLZ Skillz Inc +3.74% COIN Coinbase Global Inc Cl A +2.66% XOM Exxon Mobil Corp -1.38% SNAP Snap Inc -2.55% UBER Uber Technologies Inc +3.78% CNI Canadian National Railway +3.65% HD Home Depot -0.78% C Citigroup Inc -0.83% SNOW Snowflake Inc Cl A -1.09% SQ Square +0.07% ADI Analog Devices -1.13% TSM Taiwan Semiconductor Manufacturing ADR +1.22% CVX Chevron Corp -1.10% TWTR Twitter Inc +1.63% INTC Intel Corp -0.72% JD Jd.com Inc ADR +2.83% GME Gamestop Corp -2.41% ADSK Autodesk Inc -2.21% === August 31 Tuesday - Summary: Stocks SPY-0.1%, Bond TLT-0.7%, EEM+1.4%, Sm IWM+0.2%, SpecT ARKK-0.6% ECB speakers' hints at an earlier taper: reversing BTP/ Bunds' Q2 big bounce. CB Consumer Confidence 113.8 in Aug (e 123.0) from revised prior 125.1 (p129.1): Delta, food/gas price worries. FHFA HPI +1.6% from revised prior rp+1.8% p1.7%. S&P Case-Shiller HPI +19.1% YoY (e 17.6%) from revised prior rp17.1% (p17.0%). Chips SMH-0.8%: NXPI-5%: CEO, CFO sales; TSM= wants '22 input prices -15%. Moderna MRNA+2% CoV vax, causes 2x as many antibodies as PFE/BNTX-5%. IPOs r3: DDI DoubleDown 15% of $1B MCap casino games. SPACs: REVE. SPAC M&A: CLBT Cellebrite Digital Intel $2B MCap merged into TWTC. M&A: Bidder CNI+7%, KSU-4% as STB rejected CNI/KSU deal; alt-bidder CP-5%. Ratings: Canaccord ups APPS +14% (& MDY MidCap 400 inclusion). WFC ups Comm Svc sector: DISCA+4%, VIAC+3%. Earnings Movers by sector/impact: [Growth<] Tech XLK-0.5%: CRWD-2%> -5%AH. plan-2%. pycr-2%. amba-2%. From y'day: stne-6%. cldr=. Consumr Cyclical XLY+0.2%: pvh-2%. amwd-12%. dbi-8%. From y'day: Li+6%. Comm'c'n Service XLC+0.4%: NTES+9%. dao+21%. From y'day: ZM-17% warns for post-lockdown. veon-2%. Healthcare XLV-0.1%: bnr-7%. From y'day: ctlt=. Consumer Staples XLP+0.2%: From y'day: pkg=. Property VNQ+0.6%: - Utilities XLU-0.1%: - Industrials XLI-0.3%: From y'day: ndsn=. Materials XLB-0.3%: hmy=. Copper-1%. Lumber=. Alum+0.5%. Iron-8%. Gold+0.2%. Agr-1.3%. Energy XLE-0.7%: - Oil-0.7% NatG+1.5% Financials XLF-0.1%: Futu=. [>Value, Rate Polarities] World Stocks' Quarterly EARNINGS: Aug31Tue r5 $1,200B MktCap (value): CRWD' NTES, BACHY) GAZP. ACGBY) LongiG) Atd, Midea) Cypc) YiliI) Futu) weicy) sbhmy) egrny) cnPcIns) plan' pvh' pycr' bnzl. ackb. hualu) avary) hvn) hongf) imab hmy dao bnr amwd cntb dbi cal chs -TIMING: )Asia .Eu ,UsAM 'UsPM -RANK: MktCap x %Adjustments Tue turnover leaders: $350B~ value: TSLA Tesla Inc +0.66% AMZN Amazon.com Inc +1.44% AAPL Apple Inc -0.84% ZM Zoom Video Communications Cl A -16.69% MSFT Microsoft Corp -0.56% AMC AMC Entertainment Holdings Inc +8.77% NVDA Nvidia Corp -1.34% AMD Adv Micro Devices -0.54% FB Facebook Inc -0.34% SNOW Snowflake Inc Cl A +2.18% MRNA Moderna Inc +1.62% BABA Alibaba Group Holding ADR +2.90% GOOG Alphabet Cl C -0.01% WFC Wells Fargo & Company -5.60% GOOGL Alphabet Cl A +0.07% PYPL Paypal Holdings +0.07% PLTR Palantir Technologies Inc Cl A +2.25% CRWD Crowdstrike Holdings Inc -1.88% MA Mastercard Inc -1.93% BAC Bank of America Corp +0.22% V Visa Inc -0.92% JPM JP Morgan Chase & Company -0.31% BRK.B Berkshire Hathaway Cl B +0.04% CNI Canadian National Railway +7.25% UNH Unitedhealth Group Inc -0.49% NIO Nio Inc ADR +3.99% SQ Square -1.42% PFE Pfizer Inc -1.48% CRM Salesforce.com Inc +0.11% DIS Walt Disney Company +0.73% CP Canadian Pacific Railway -4.52% AFRM Affirm Holdings Inc Cl A -3.26% BBIG Vinco Ventures Inc +15.44% CVX Chevron Corp -1.65% PDD Pinduoduo Inc ADR +5.31% ADI Analog Devices -2.41% BA Boeing Company +0.85% XOM Exxon Mobil Corp -1.16% SNAP Snap Inc +2.15% NFLX Netflix Inc +0.53% PG Procter & Gamble Company -0.38% FIVN Five9 Inc -14.39% HD Home Depot -0.28% KSU Kansas City Southern -4.39% ADBE Adobe Systems Inc -0.34% NKE Nike Inc -1.96% UNP Union Pacific Corp -1.02% ABNB Airbnb Inc Cl A -0.66% NXPI Nxp Semiconductors -5.50% BNTX Biontech Se ADR -4.58% T AT&T Inc +0.70% MU Micron Technology +0.74% UBER Uber Technologies Inc -1.14% JD Jd.com Inc ADR +2.44% CMCSA Comcast Corp A +1.62% ROKU Roku Inc -0.98% L O W Lowe's Companies -0.54% APPS Digital Turbine +14.07% PTON Peloton Interactive Inc -1.27% TGT Target Corp -0.95% NVAX Novavax Inc +2.28% CHTR Charter Communicatio +0.30% BIDU Baidu Inc ADR +2.51% SPRT Support.com Inc -13.82% BKNG Booking Holdings Inc +0.96% DKNG Draftkings Inc +0.07% AVGO Broadcom Ltd -0.34% ACIU AC Immune S.A. +16.31% MRK Merck & Company -0.27% UPST Upstart +6.25% ==== (IN BRACKETS => under $1B MktCap co's = top 5k global listed stocks) Underlined = more notable moves. r0-R10 = relative busyness rating. CAPitals / ! = more important stocks AH = US After Hours earnings. Adjustments: %: Volatility x Liquidity x L/T Strategic/ Growth Moat x M&A Legal Governance Malfeasance Risks companiesmarketcap.com browse all top co's: 150 $100B+; 1k $20B+; 5k $1B+. twitter.com/CFAMBAiBk browse stocks' news (click on stock symbol)

Covid-19 has indeed caused numerous supply chaos in various sectors. Counting from global supply chain breakdowns, increased shipping costs, clogged ports, empty store shelves, to rising inflation, the pandemic has left many suppliers and consumers desperate not knowing what to expect next. This has been triggered, especially by the new delta variant. This, however, does not mean that all shipping suppliers are facing hard times. For instance, after the summer season, bulker owners, container lines, container-ship lessors, and liquefied natural gas (LNG) carriers’ shares are rising to hit new peaks. However, those heavily exposed to the new delta variant, including stocks of crude and product tanker owners, are yet to join the list. Big Week for Dry Bulk Shipping Stocks Three dry bulk shipping stocks- Safe Bulkers (NYSE: SB), Diana Shipping (NYSE: DSX), and Genco Shipping and Trading (NYSE: GNK)- have experienced enticing achievements in this week's statistics. Their shares have attained 52-week highs on Monday. Other dry bulk shipping stocks are also close to annual tops. For example, the Breakwave Dry Bulk Shipping ETF (NYSE: BDRY), which is an exchange-traded fund that purchases freight futures, traded at the highest level on Monday since the ETF's inception in March 2018. Capsizes' rates (bulkers with a capacity of around 180,000 deadweight tons or DWT) surged 15% on Monday to $52,900 per day. Those for Panamaxes (65,000 to 90,000 DWT) reached at around $34,4000 per day while rates for Supramaxes (45,000 to 60,000 DWT) flowed to around $34,900 per day. However, these rates are still not close to the pinnacles reached in 2007-2008 trading. With the shares of Safe Bulkers rising 17% in five times the average trading volume on Monday, the statistics show that shares of dry bulk stocks have risen by around 200-400% over the past year. This growth outpaces container stocks in several scenarios. Container Stocks Hit Highs in September Container-ship lessor Euroseas (NASDAQ: ESEA) reached its 52-week peak on Monday this week. This happens after most container stocks withdrew due to low single digits during the trading session. Other container stock entities that hit 52-week this month include Global Ship Lease (NYSE: GSL) and Costamare (NYSE: CMRE) on Friday, ZIM (NYSE: ZIM) and Matson (NYSE: MATX) on September 6, and Danaos (NYSE: DAC) the week before that. Most container liner and ship-lessor stocks rise by around 100-400% over the past year. Danaos (1,508%) and Euroseas (1,204%) were the leading during the trading period. Not the Same Case for Tankers Covid-19 has been a blessing for container stocks as most have been trading high amidst the pandemic. For instance, the increased US consumer demand and widespread port congestion have effectively reduced transport capacity. Freight and charter rates have also remained at record levels. However, this is not the same case for crude and product tanker stocks. The global oil demand has taken longer to recover than expected due to the raging delta variant. Most tanker stocks have been treading water over the past year. For example, Scorpio Tankers (NYSE: STNG), which is the best performer at 24% is underperforming at S&P 500. Nordic American Tankers (NYSE: NAT), which is the retail traders’ favourite recorded the worst performance with a decline of 40%. Liquefied Natural Gas stocks are, however, enjoying increased demand over the past year. The LNG shipping demand is also hiked by widespread incentives as both traders and energy companies profit from buying gas in the US and selling it overseas. For example, according to Cleaves Securities, the US and Japan spread hub price is almost $17 per million British thermal units while the US and UK spread is over $15. (Written and edited by The Decision Maker team)

Facebook, in partnership with EssilorLuxottica, Ray-Ban's parent company, is set to launch the first pair of smart sunglasses on Thursday this week. The Ray-Ban Stories, which will be going for $299, will be stocked in all stores selling Ray-Bans, including LensCrafters and Sunglasses Hut stores. These smart glasses feature two front-facing cameras that capture videos and photos. They also sync with Facebook View, a companion roll app where you can edit and share the capture clips to other apps on your phone. Besides, they also have a physical button for recording. Or, you can just say, “Hey Facebook, take a video” to control them hands-free. Ray-Ban Stories are also a sleeker version of Snapchat’s Spectacles due to their core ability to take photos and videos. Snapchat’s Spectacles were first launched in 2016 with a lot of hype that quickly fizzled. Also, though Ray-Bans do not have displays in the lens like the latest Spectacles that were unveiled earlier this year, they have speakers on both sides of the frame that can play sound from your phone via Bluetooth. These allow you to answer a call or listen to a podcast without taking out your phone. A touchpad built on the side of the frame also lets you adjust the volume or play and pause what you’re hearing. In what appears as the multiyear partnership between Facebook and Ray-Ban, Ray-Ban Stories are the most normal-looking smart glasses in the market with an advanced technology that overlays graphics onto the real world. They also have high-quality built-in features and functionality. For instance, they have an easy initial pairing and take a few seconds to sync footage from the glasses back to the View app through a Wi-Fi connection. The two 5-megapixel cameras can capture over three dozen, 30-second video clips or 500 photos before filing the on-device memory. A light on the inside of the glasses also gives you a range of information: green color indicates fully charged, orange shows battery low, blue shows pairing mode, red for dead battery or overheating, and white for a capture error. There is also a separate front-facing white light next to the right camera that illuminates whenever the glasses are recording. How the Partnership Was Formed Facebook and Ray-Ban’s partnership is one of the unique partnerships that Facebook has ever made. This happened over two years ago when Roco Basilico, Luxottica's chief wearable officer, emailed Mark Zuckerberg asking him to meet and discuss the smart glasses' collaboration. Of course, Mark had earlier publicly laid out Facebook’s aspiration to make AR glasses that could be widely adopted as mobile phones. In his 2017 speech at Facebook’s developer conference, Mark Zuckerberg showed the crowd a mockup of smart glasses that looked like Ray-Bans. At the same time, Roco Basilico was leading Luxottica’s smart glasses efforts and knew the company needed to partner with an equal giant tech company to make them. The two companies sealed the deal in earlier 2019 when Mark flew to Milan to meet Leonardo Del Vecchio, Luxottica's founder, and chairman. Facebook's hardware executives then toured Luxottica's sprawling research center in northern Italy. This is where most features of the smart glasses (codenamed “Stella”) were decided after a weeklong workshop with top executives from both companies. It is also vital to note that Ray-Ban Stories are not decidedly Facebook-branded products like the Oculus VR headset or Portal video-calling device. Facebook only supplies the tech and software that powers the glasses, while Ray-Ban oversees the designing process and sells them. And, though both companies have different ideas behind the creation of Ray-Ban Stories, what seems to be a common goal is to build a competitive ground with smart devices that will be the next big thing. (Written and edited by The Decision Maker team)

Health Secretary Sajid Javid has confirmed that the government has ditched the plans to introduce Covid-19 vaccine passports. While speaking to the BBC, Sajid said the government shouldn’t be doing things for the sake of it, and some plans would cripple certain industries, leading to slow economic recovery. The vaccine passports scheme, which was planned to be effective from the end of this month, would require all members of the public to show proof that they have taken the two doses of a Covid-19 vaccine for them to be allowed in clubs and other crowded places. However, the plan was criticized by some MPs and venues who were not pleased with the new regulations. Besides, the Night-Time Industries Association also said the plans could cripple the industry and see more nightclubs facing discrimination cases. Tory MPs, on the Covid Recovery Group and the Liberal Democrats, led by Ed Davey, also opposed the scheme saying it was divisive, unworkable, and expensive. As such, Health Secretary Sajid's statement comes as a moment of joy to the club owners and the general public. While speaking on The Andrew Marr Show, Mr. Javid said, "I have never liked the idea of saying to people you must show your papers or something to do what is just an everyday activity, but we were right to properly look at it…" The move, which appears like a sharp U-turn by the government, was well received by those who thought of it as a plan to limit nightclubs' operations. Mr. Javid, while giving his firm decision, said, "We've looked at it properly and, whilst we should keep it in a reverse as a potential option, I’m pleased to say that we will not be going ahead with plans for vaccine passports…” Vaccine Minister Nadhim Zahawi, also said on the same TV program last week that the end of September was the right time to introduce a vaccine passport scheme for sites with large crowds. This is because it was estimated all over-18s would have taken the two jabs by then and it was the best move to keep the night industry open. When asked if Labor would cheer on the government if they stop the vaccine passport scheme, Shadow Health Secretary Jon Ashworth said, “If the government is not going to bring the vaccine passports to Parliament, that is the end of it…” Similar Plans in Other Countries While the vaccine passport plans have faced harsh critics in England, other countries like Scotland are taking a different direction. For instance, Scotland is planning to introduce a vaccine passport for over-18s for entry to nightclubs and crowded events from October. Wales First Minister Mark Drakeford also said on Friday that ministers will decide next week whether vaccine passports should be used to gain entry to some crowded events. However, some states like Northern Ireland have no similar plans. (Written and edited by The Decision Maker team)

Today, the 9th of September marks exactly 20 years since terrorists attacked the World Trade Center, the Pentagon, and the Pennsylvania field. The attack took about 2, 977 lives, leaving almost 77 countries mourning the deaths of their citizens. For the past years following the attack, the world has seennumerous changes in the security sector. More technical measures have been tailored towards strengthening global borders, airports, and international office buildings. While there is a significant transformation experienced in New York City, the entire world has its story to tell when remembering this fateful day. The echoes of cries and sirens heard on this day 20 years ago can still be heard as the US president joins other government officials to remember what went down when the four passenger jets were hijacked and used as guided missiles. As such, like the rest of the most affected countries, America today held the remembrance ceremony at Ground Zero, and here are the main highlights. President Joe Biden’s Arrival at Ground Zero The US President Joe Biden arrived at Ground Zero at around 8.35 am. He joined other officials, including former President Bill Clinton, former Secretary Hillary Clinton, former President Barack Obama and the First Lady Michelle Obama, former Mayor Michael Bloomberg, New York Governor Kathy Hochul, and New York Mayor Bill de Blasio. New Jersey Governor Phil Murphy, Connecticut Governor Ned Lamont, and New York State General Letitia James were also among those attending the ceremony. No official was expected to speak at the ceremony. What could be heard was the rushing of water from the fountains, which marked the footprints of the Twin Towers. Six Moments of Silence Held When all the officials and victims' families were settled, there followed a moment of silence at around 8.46 am to commemorate the first attack when American Airlines Flight 11 hit the North Tower. The victims' family and friends then began reading the names of nearly 2,977 people who died in the terror attacks and those who died in the 1993 complex bombing. Mike Low, whose daughter, Sara Low, died in the attack is heard saying that history will not be remembered as numbers and dates, but as people. Sara was a flight attendant on American Airlines Flight 11. Other moments of silence held include; • 9.03 am to recall when the second plane, United Airlines Flight 175, hit the South Tower. • 9.37 am to recall when the American Airlines Flight 77 struck the Pentagon, destroying the military headquarters. • 9.59 am to mark when the South Tower of the World Trade Center fell. • 10.03 am to commemorate when the United Airlines Flight 93 crashed in a Pennsylvania field, Shanksville. • 10.28 am to remember when the North Tower fell. Journey to Ground Zero Many people attended the 9/11 anniversary at Ground Zero to remember what happened during the attack. For example, Therese Rockwell, 69, came from Dallas and is heard saying, “Life goes on purposely. It gives you hope, you walk around and see how everything has been washed new and made bigger and better, but you still want to keep the memory alive of this hollow ground.” On the other hand, Mike Sweet, 56, who traveled from Maryland said, "I will never forget the look on everyone's faces." Mike worked for FEMA during the attacks and remembers these incidents standing on Church Street reflecting what he saw 20 years ago. Joe Biden Leaves Ground Zero Ceremony President Joe Biden, together with Presidents Barack Obama, Bill Clinton, and First Ladies left the ceremony at Ground Zero at 9.44 am. Biden was scheduled to head to Shanksville, Pennsylvania to attend another ceremony held to remember those who died when the United Airlines Flight 93 crashed in the field. The plane which was heading to Washington crashed in a field near Shanksville when the passenger tried to fight the hijackers and regain it. President Bush’s Address In his speech at around 10.45 am, former President George W. Bush took his time to remember the 40 people who died when Flight 93 crashed in the field in Pennsylvania. He also hailed the crew who brought down the plane, not forgetting the challenges he faced as he led the country during the attack. In his address, he said, “Twenty years ago, we all found- in different ways, in different places, but all at the same moment- that our lives would be changed forever. The world was loud with carnage and sirens, and then quiet with missing voices that would never be heard again…” Vice President Kamala Harris’s Speech Vice President Kamala Harris also gave her remarks at the Shanksville ceremony at around 11.05 am. While remembering those who died on Flight 93, Harris praised the courage of passengers and the crew, while urging Americans to emulate the moments after the attack when the country was rebuilding. In her speech, the Vice President said, “On the days that followed September 11th, 2001, we were all reminded that unity is possible in America. We were reminded, too, that unity is imperative in America. It is essential to our shared prosperity, our national security, and to our standing in the world…” The Ending of Ceremony at Ground Zero The commemoration ceremony at Ground Zero ended with the reading of nearly 3,000 names of people who died during the attacks. Buglers also played Taps to signify the closing of the ceremony. Some of the notable remarks include those of Vaugh Coleman, whose father, Keith Coleman, worked at the Cantor Fitzgerald in Tower One of the World Trade Center. In his closing remarks, Coleman said, “Not a day goes by that I don’t think about my father and the horrible way he was taken from me. I can’t change that but I know that he’s here in spirit…” New York City Mayor Bill de Blasio also reflected on the ceremony saying it was incredibly moving. In an interview after the ceremony, Bill de Blasio said, “Every year we still feel it, but this year, on top of Covid, it’s taken on an added meaning, and what I am feeling is just the strength and perseverance of New Yorkers…”

Just a few hours after the launching of Bitcoin as a legal tender in El Salvador, digital currency adoption has faced crashes over tech problems. This is after the government had to temporarily take the storage app offline and slumping of global prices. As reported by President Nayib Bukele on his Twitter, the digital wallet app called Chivo, which is Salvadoran slang for cool, would crash when the server capacity was increased. However, Chivo, which offers its users an initial $30 of free bitcoin, went back online a few hours later and was supervised by Bukele himself via Twitter. It was available on Huawei and Apple phones by midday, while the government wants it to be also available via Google. Along with the system crash, the global price of Bitcoin also went down by almost 17% to $43, 119 before recovering to trade at 10% lower. The US crypto exchange, Coinbase, also experienced similar technical issues that delayed or cancelled some transactions. This crash comes a day after El Salvador became the first country to make Bitcoin legal tender after buying 400 bitcoins. On Tuesday, Bukele said the government had bought additional 150 bitcoins, totalling 550. The Country’s Bitcoin Adoption El Salvador, the small Central American nation, became the first country to adopt the use of Bitcoin as legal tender in its transactions. The plan was discussed in congress in hours and implemented just in 90 days. However, the majority of Salvadorans, economists, and the international financial community, including the IMF, were against the move. For instance, Moody's, rating agency, criticized the country’s debt rating in part because of the law, while IMF warned the country that the plan could further destabilize the $25 billion economy. Hundreds of Salvadorans matched on the streets of San Salvador on Tuesday carrying placards against bitcoin and a recent reform that requires all judges over 60 years to resign. According to a video posted on Twitter, a group of young protesters is seen outside one of the Chivo cash machines chanting against the bitcoin move. Several opposition lawmakers also turned up to the legislature wearing black anti-bitcoin T-shirts. In his defence, Bukele said accepting the move will help to improve investment and financial services access in the country. He also said on Tuesday morning that his team was working on increasing server capacity to scan images. While asking the public to be a little bit patient, he said on Twitter that the problem is relatively simple but cannot be fixed with the system connected. The Experts’ Advice According to Luis Membreno, an economic consultant who advises local and international companies in El Salvador, the problem with the Chivo was foreseeable. In his statement to Financial Times, he said that the current and future problems with the app could generate massive losses to people if they fail to convert bitcoins to dollars. This will result in a loss of confidence in the system. The government has, however, backed up the plan with $150 million, though many economists still believe this will not be enough to deal with risks by allowing tax payments in bitcoin while liabilities remain in dollars. (Written and edited by The Decision Maker Team)

London has been the top European financial center for many years since Brexit. However, TheCityUK chief executive, Miles Celic, suggests that the government has a lot to do to remain at the top of other competitors. According to TheCityUK, one of the UK’s leading lobby groups, London's position as the top global financial centre is threatened by a lack of tax reforms and labour rules. Insufficient policies to strengthen international trade links and open new markets are also among the factors that may contribute to the fall of London's financial leadership. On Tuesday 6th, TheCityUK reported that the UK capital had declined over the decade due to the growing competition from New York and Hong Kong. This stiff competition is experienced in key areas like global market shares such as cross-border bank lending, insurance premium-writing, pension, and hedge fund assets. As stated by Miles Celic, Europe is filled with big cities that were once the leading international financial centres. However, though the industry has shown an improvement in the last decade, the competitors have also grown at the same rate. This poses a threat to London's position as it fears the rapidly growing cities like New York will soon surpass it. What Needs to Be Done? For the UK capital to retain its leadership, it must look beyond its borders and strategize its operations. Of course, the UK government has focused on adapting the EU’s vast financial services rule books for the city. It is also planning to make some changes on stock, bond, and commodity trading, insurance, and bank capital requirements. It also amended some standards over the summer to attract more blank-cheque companies to float on the London Stock Exchange. Ministers are, however, tasked to ensure these proposed changes are implemented. This includes allowing dual ownership share structures to draw more international initial public offerings and changing listing rules to encourage more alternative assets in UK markets. Besides, TheCityUK emphasized enacting changes on rules with a critical role in senior executive's decision-making. Such changes include reducing the high costs of sponsoring skilled worker visas and shortening processing times. As many city executives remain concerned about the lack of equivalent financial services deal with the EU, labour movement issues, and recognition of professional qualifications, TheCityUK wants all new trade agreements to cover financial and professional services to improve market access. The group also wants flexibility on work systems so that international staff can freely transfer for up to six months to their employer's home country without a visa. More Concerns In its statement, TheCityUK highlighted that the UK financial sector was taxed considerably more than its competitors in other centres like New York, Hong Kong, and Frankfurt. It also described the government's review of the bank surcharge as an encouragement. However, ministers still need to extend the VAT treatment on the management of offshore funds to the comparable UK vehicles management. The group also urged the government to partner with the financial sector and other countries to open new global markets in areas with future high demands. These include investment in the environment, social, and governance areas, and creating global ESG disclosure standards. Based on the concerns over the National Security and Investment Act, which is set to be effective from next year in giving the government powers to block deals, TheCityUK has called for clarity on its scope. This is after it pointed out that a vast number of transactions risk being submitted for review, which may add significant costs to investors and deter future investment. The government has, however, defended itself saying it had set a comprehensive plan for an open, greener, and technologically advanced financial services sector to ensure London remains as the top global financial centre. (Written and edited by The Decision Maker Team)

For the past few months, many British companies have been seen listing on London Stock Exchange. One of them is Wise, which went public through a direct listing in London on the 7th of July. The company was valued at nearly £9 billion, marking another record deal as the UK market competes with Wall Street to attract the ever-growing wave of high-tech companies. Unlike the traditional Initial Public Offering (IPO), Wise decided to go for a direct listing on which its share began trading without raising any coin. The company is listed with a dual-class structure which had previously raised concerns to many UK investors. However, the listing went on smoothly with its shares beginning to trade at 800p under the advisory of Morgan Stanley, Goldman, Barclays, and Citigroup. About 12 months ago, the company secured a secondary share sale with a valuation of more than double the £3.6 billion ($5 billion). By the close of trading, its share value had increased to 10 percent, raising its valuation to nearly £8.8 billion. The Company History Wise, formerly known as TransferWise, was founded in 2011 by Kristo Kaarmann and Taavet Hinrikus. The two Estonians were frustrated by the high costs of frequent money transfers and founded Wise to reduce transfer fees for those who need to send money internationally. The company also started with the idea of using a real exchange rate to send money globally, instead of applying a premium at a bank. Although Wise still charges a premium to transfer money, it claims to be 8 times cheaper than most banks and 3 times cheaper than PayPal. It has also partnered with several banks and payment services like Monzo and Google Pay to use the platform in their international transfers. As such, the company has drastically expanded since 2011 with over 2,400 employees, 10 million customers, $7 billion sent every month, and 14 offices globally. It has also recorded its third year of profit in 2021 with over £24.1 million, an increase of 14%, from the £16.6 million of 2020. What the Listing Means for Wise and UK Market The Wise valuation at around £9 billion means the UK government is ready to welcome more tech groups to London. Remember, these ambitions were once shuttered earlier this year when the IPO of food delivery app, Deliveroo, was poorly received by investors. Deliveroo is now valued at £5.5 billion. During the celebratory ceremony held at the group’s Estonian office, Kristo Kaarmann told his staff that, although the listing is amazing, it is crucial to remember that the journey has just started. The listing has also turned the founders into the Baltic country’s wealthiest men, according to local business newspaper Aripaev. For instance, Kaarmann became a paper billionaire with his 19% stake in the company now valued at nearly £1.7 billion. The Financial Conduct Authority also outlined a series of proposals to help London compete with rival financial centers such as New York and Hong Kong. These proposals include lowering the minimum free float percentage for new companies from 25% to 10%. According to experts, this move would make direct listings a feasible option for more companies. (Written and edited by The Decision Maker team)

Data provided by CoreLogic, the leading global property information, analytics, and data-enabled solutions provider, shows that the residential and commercial property damages caused by wind, storm surge, and inland flooding in Louisiana, Mississippi, and Alabama are estimated to hit $40 billion. The Key Takeaways The insured residential and commercial properties face an estimated loss of between $6 and $9 billion from inland flooding and storm surge. Uninsured flood losses in the same area (Louisiana, Mississippi, and Alabama) are estimated to be between $8 and $12 billion. Additional losses from insured wind damages are estimated to be between $8 and $12 billion. More than 90% of the losses are recorded in Louisiana, primarily in the nine parishes in the New Orleans-Metairie-Hammond metropolitan area. The losses further extend to the west in the Ascension, Lafourche, Livingston, and Terrebonne parishes. About Hurricane Ida Hurricane Ida is the fourth and major hurricane of 2021. It rapidly intensified into a Category 4 hurricane before making its landfall in Port Fourchon on Sunday, 29th August. It happens that this day was the 16th anniversary of Hurricane Katrina. The initial landfall did not affect much of Louisiana’s real estate stock since Port Fourchon is a remote area that is about 15 miles southeast of Grand Isle. The area is also known as a major conveyor of petroleum. However, the areas near Hurricane Ida’s landfall experienced destructive winds of over 145mph. Also, more property damages were caused by wind and flooding in the immediate days after the storm. Differences Between Hurricane Ida And Hurricane Katrina Hurricane Ida occurred less than 40 miles from where Hurricane Katrina made its landfall. However, the two landfalls had significant differences. For example, according to Tom Larsen, the insurance solutions principle at CoreLogic, Hurricane Ida had a higher wind-speed Category storm at landfall than Hurricane Katrina. Contrary, Hurricane Katrina had a larger wind field than Hurricane Ida, and spent more hours as a Category 5 storm but weakened when it approached landfall. Hurricane Katrina also brought a higher storm surge than Hurricane Ida and flooded almost 80% of New Orleans. More devastations were also faced on the Mississippi coast. And as more climate changes continue to affect the ocean temperatures, residents should expect more frequent and destructive tropical cyclone activities. As such, homeowners and regional public agency leaders are advised to stay awake for more city infrastructure and financial protection from the upheaval. The Analysis According to Larsen, only 40 to 50% of losses from Hurricane Ida are insured. This could be a great improvement considering there were more uninsured losses seen from Hurricane Harvey and Katrina. However, these estimates were only from the residential homes and commercial properties, including contents and business interruptions. They did not include broader economic losses caused by the storm. The inland flood analysis is also based on the rainfall that occurred 48 hours during the storm and ended at 6 am CDT on 31st August 2021. The survivors of Hurricane Ida sought refuge in the Tennessee Valley, although the area is still recovering from an unexpected flash flood that swept through Waverly on 21st August. The Tennessee Valley is also expecting more floods in the coming days. As such, residents in saturated grounds should be cautious as rains continue through the week due to possibilities of ground erosion like the highway collapse in Lucedale, Mississippi. (Written and edited by The Decision Maker Team)

Kabul residents said on Thursday (September 2) they were waiting for the new government to be formed after the Taliban took over and U.S. troops left earlier in the week, leaving much of the country in chaos. Afghanistan's Taliban rulers were preparing on Thursday to unveil their new government as the economy teetered on the edge of collapse more than two weeks after the Islamist militia captured Kabul. Residents in a Kabul market said they were happy because thefts and extortion had come to an almost total standstill out of fear of the Islamic Emirate, as the Taliban call themselves. But others said their jobs and businesses had suffered a great deal in the past two weeks, since the takeover, as many people have fled the country and economic activities, especially banking and public services have been thrown into chaos. The legitimacy of the new government in the eyes of international donors and investors will be crucial for the economy as the country battles drought and the ravages of a conflict that took the lives of an estimated 240,000 Afghans. The Taliban have tried to present a more moderate face to the world since they swept aside the U.S.-backed government and returned to power last month, promising to protect human rights and refrain from reprisals against old enemies. But the United States, the European Union and others have cast doubt on such assurances, saying formal recognition of the new government - and the economic aid that would flow from that - is contingent on action. (Source: Reuters)

World Stocks' Quarterly EARNINGS: Sep2Thu r3 $500B MktCap (value): AVGO' DOCU' Mdb' Hpe' Coo' Hrl, gwre' ttc, cien, saic' bdev. ccep. impuy. dci, aeo, sig, pd' dooo, pdco, jw-a, gms, brc, mdla mei yext scwx oxm giii le gco nx World Stocks' Quarterly EARNINGS: Sep1Wed r2 $300B MktCap (value): Okta' Veev' Chwy' Ri. Bf-b, Five' cpb, asan' ntnx' chpt' ncno' ai' smtc' phr' gef' swbi' bim. die. itoE) apnhy. doka. tatn. === August 31 Tuesday - Summary: Stocks SPY-0.1%, Bond TLT-0.7%, EEM+1.4%, Sm IWM+0.2%, SpecT ARKK-0.6% ECB speakers' hints at an earlier taper: reversing BTP/ Bunds' Q2 big bounce. CB Consumer Confidence 113.8 in Aug (e 123.0) from revised prior 125.1 (p129.1): Delta, food/gas price worries. FHFA HPI +1.6% from revised prior rp+1.8% (p1.7%). S&P Case-Shiller HPI +19.1% YoY (e 17.6%) from revised prior rp17.1% (p17.0%). Chips SMH-0.8%: NXPI-5%: CEO, CFO sales; TSM= wants '22 input prices -15%. Moderna MRNA+2% CoV vax, causes twice as many antibodies as PFE/BNTX-5%. IPOs r3: DDI DoubleDown 15% of $1B MCap casino games. SPACs: REVE. SPAC M&A: CLBT Cellebrite Digital Intel $2B MCap merged into TWTC. M&A: Bidder CNI+7%, KSU-4% as STB rejected CNI/KSU deal; alt-bidder CP-5%. Ratings: Canaccord ups APPS +14% (& MDY MidCap 400 inclusion). WFC ups Comm Svc sector: DISCA+4%, VIAC+3%. Earnings Movers by sector/impact: [Growth<] Tech XLK-0.5%: CRWD-2%> -5%AH. plan-2%. pycr-2%. amba-2%. From y'day: stne-6%. cldr=. Consumr Cyclical XLY+0.2%: pvh-2%. amwd-12%. dbi-8%. From y'day: Li+6%. Comm'c'n Service XLC+0.4%: NTES+9%. dao+21%. From y'day: ZM-17% warns for post-lockdown. veon-2%. Healthcare XLV-0.1%: bnr-7%. From y'day: ctlt=. Consumer Staples XLP+0.2%: From y'day: pkg=. Property VNQ+0.6%: - Utilities XLU-0.1%: - Industrials XLI-0.3%: From y'day: ndsn=. Materials XLB-0.3%: hmy=. Copper-1%. Lumber=. Alum+0.5%. Iron-8%. Gold+0.2%. Agr-1.3%. Energy XLE-0.7%: - Oil-0.7% NatG+1.5% Financials XLF-0.1%: Futu=. [>Value, Rate Polarities] World Stocks' Quarterly EARNINGS: Aug31Tue r5 $1,200B MktCap (value): CRWD' NTES, BACHY) GAZP. ACGBY) LongiG) Atd, Midea) Cypc) YiliI) Futu) weicy) sbhmy) egrny) cnPcIns) plan' pvh' pycr' bnzl. ackb. hualu) avary) hvn) hongf) imab hmy dao bnr amwd cntb dbi cal chs -TIMING: )Asia .Eu ,UsAM 'UsPM -RANK: MktCap x %Adjustments Mon turnover leaders: $350B~ value: TSLA Tesla Inc +0.66% AMZN Amazon.com Inc +1.44% AAPL Apple Inc -0.84% ZM Zoom Video Communications Cl A -16.69% MSFT Microsoft Corp -0.56% AMC AMC Entertainment Holdings Inc +8.77% NVDA Nvidia Corp -1.34% AMD Adv Micro Devices -0.54% FB Facebook Inc -0.34% SNOW Snowflake Inc Cl A +2.18% MRNA Moderna Inc +1.62% BABA Alibaba Group Holding ADR +2.90% GOOG Alphabet Cl C -0.01% WFC Wells Fargo & Company -5.60% GOOGL Alphabet Cl A +0.07% PYPL Paypal Holdings +0.07% PLTR Palantir Technologies Inc Cl A +2.25% CRWD Crowdstrike Holdings Inc -1.88% MA Mastercard Inc -1.93% BAC Bank of America Corp +0.22% V Visa Inc -0.92% JPM JP Morgan Chase & Company -0.31% BRK.B Berkshire Hathaway Cl B +0.04% CNI Canadian National Railway +7.25% UNH Unitedhealth Group Inc -0.49% NIO Nio Inc ADR +3.99% SQ Square -1.42% PFE Pfizer Inc -1.48% CRM Salesforce.com Inc +0.11% DIS Walt Disney Company +0.73% CP Canadian Pacific Railway -4.52% AFRM Affirm Holdings Inc Cl A -3.26% BBIG Vinco Ventures Inc +15.44% CVX Chevron Corp -1.65% PDD Pinduoduo Inc ADR +5.31% ADI Analog Devices -2.41% BA Boeing Company +0.85% XOM Exxon Mobil Corp -1.16% SNAP Snap Inc +2.15% NFLX Netflix Inc +0.53% PG Procter & Gamble Company -0.38% FIVN Five9 Inc -14.39% HD Home Depot -0.28% KSU Kansas City Southern -4.39% ADBE Adobe Systems Inc -0.34% NKE Nike Inc -1.96% UNP Union Pacific Corp -1.02% ABNB Airbnb Inc Cl A -0.66% NXPI Nxp Semiconductors -5.50% BNTX Biontech Se ADR -4.58% T AT&T Inc +0.70% MU Micron Technology +0.74% UBER Uber Technologies Inc -1.14% JD Jd.com Inc ADR +2.44% CMCSA Comcast Corp A +1.62% ROKU Roku Inc -0.98% L O W Lowe's Companies -0.54% APPS Digital Turbine +14.07% PTON Peloton Interactive Inc -1.27% TGT Target Corp -0.95% NVAX Novavax Inc +2.28% CHTR Charter Communicatio +0.30% BIDU Baidu Inc ADR +2.51% SPRT Support.com Inc -13.82% BKNG Booking Holdings Inc +0.96% DKNG Draftkings Inc +0.07% AVGO Broadcom Ltd -0.34% ACIU AC Immune S.A. +16.31% MRK Merck & Company -0.27% UPST Upstart +6.25% === August 30 Monday - Summary: Stocks SPY+0.4%, Bond TLT+0.2%, EEM+0.2%, Sm IWM+0.4%, SpecT ARKK+0.6% UK Bank Holiday: quiet FX/bonds, marks end of summer; Tuesday monthend. US fully withdrew from Afghanistan, 24hours early: cuts risks of more attacks. Longer term term risks: Terror training cells; possible GeoPol/ BRI instability. Pending Home Sales -1.8% in July (e +0.5%) from revised prior-2.0% (prior -1.9%). PYPL+4% to offer stock trading via Venmo; hurts Robinhood HOOD-7%: & SEC head Gensler looks at banning Payment For Order Flow: VIRT-4% SCHW-3%. Globalstar GSAT+64%: AAPL+3% wants LEO satellite comms for its next iPhone. NTES-3% BILI-2% weak on CN's children gaming limits (3hours per week). AFRM+47%: AMZN chooses for BNPL: hits COF-6% DFS-5% SYF-5%. Hurricane Ida caused $50B damage; Gasoline+1% was +4% on refinery outages. Meme mania: SPRT+38%: 60% Short Interest, BTC; BBIG+33%: 20% SI, NFTs. M&A r8: BAX+3% Baxter dialysis, talks to buy HRC+10% surgical $10B. SYNA Synaptics semicon to buy DSPG+18% semis, $0.4B cash, 18% premium. IPOs r0: SPACs: CHWA ACRO. Earnings Movers by sector/impact: [Growth<] Tech XLK+1.1%: stne-4%. cldr=. Consumr Cyclical XLY+0.8%: Li-1%. From y'day: hibb+3%. Comm'c'n Service XLC+0.7%: ZM+2%. veon+2%. From y'day: Ui+5%. Healthcare XLV+0.6%: ctlt=. Consumer Staples XLP+0.4%: pkg=. Property VNQ+1%: - Utilities XLU+0.2%: - Industrials XLI-0.1%: ndsn+2%. From y'day: bz+5%. Materials XLB-0.1%: Copper+1%. Lumber=. Alum+0.9%. Iron-2%. Gold-0.5%. Agr+0.4%. Energy XLE-1.2%: - Oil+0.5% NatG-1.6% Financials XLF-1.4%: [>Value, Rate Polarities] World Stocks' Quarterly EARNINGS: Aug30Mon r4 $900B MktCap (value): ZM' MPNGY) LI) FMG) SNP) YIBIN) Stne' Ndsn' Ctlt, GreeE) inMgS) zhif) qingh) sgMi) cimb) kangt) pkg, dada' ddl, cldr, can veon cea) azre co zy cnHuar) iia. afks. -TIMING: )Asia .Eu ,UsAM 'UsPM -RANK: MktCap x %Adjustments Mon turnover leaders: $250B~ value: AAPL Apple Inc +3.04% TSLA Tesla Inc +2.67% AMZN Amazon.com Inc +2.15% AMD Adv Micro Devices -0.07% NVDA Nvidia Corp +0.23% MRNA Moderna Inc -3.02% FB Facebook Inc +2.15% MSFT Microsoft Corp +1.29% AMC AMC Entertainment Holdings Inc +6.10% AFRM Affirm Holdings Inc Cl A +46.67% PYPL Paypal Holdings +3.64% BABA Alibaba Group Holding ADR +1.77% GOOGL Alphabet Cl A +0.41% ZM Zoom Video Communications Cl A +1.96% SPRT Support.com Inc +38.21% GOOG Alphabet Cl C +0.64% BBIG Vinco Ventures Inc +33.21% BAC Bank of America Corp -1.95% SQ Square +1.46% BA Boeing Company -1.84% CRM Salesforce.com Inc -0.59% V Visa Inc -0.63% SNOW Snowflake Inc Cl A +0.05% NIO Nio Inc ADR -0.66% MA Mastercard Inc -0.75% NFLX Netflix Inc +1.30% CRWD Crowdstrike Holdings Inc +1.44% GSAT Globalstar +64.34% JPM JP Morgan Chase & Company -1.60% PFE Pfizer Inc +0.34% PTON Peloton Interactive Inc -2.74% UBER Uber Technologies Inc -2.70% DIS Walt Disney Company -0.09% PLTR Palantir Technologies Inc Cl A +0.19% BNTX Biontech Se ADR -3.76% SHOP Shopify Inc +1.15% BRK.B Berkshire Hathaway Cl B -0.33% AVGO Broadcom Ltd +0.59% PFPT Proofpoint Inc -0.02% HD Home Depot +1.15% MU Micron Technology -1.14% C Citigroup Inc -1.81% ADBE Adobe Systems Inc +1.13% BIDU Baidu Inc ADR -0.05% T AT&T Inc +0.37% SAVA Cassava Sciences Inc -8.71% ADI Analog Devices +0.30% LOW Lowe's Companies -0.44% GS Goldman Sachs Group -1.45% WMT Wal-Mart Stores +0.81% CVX Chevron Corp -0.25% RBLX Roblox Corp Cl A -4.13% INTC Intel Corp +0.09% XOM Exxon Mobil Corp -1.09% WFC Wells Fargo & Company -2.81% QCOM Qualcomm Inc +0.75% TSM Taiwan Semiconductor Manufacturing ADR +0.42% UNP Union Pacific Corp -1.06% GE General Electric Company -0.85% UPST Upstart Holdings Inc -3.38% PDD Pinduoduo Inc ADR +0.37% CMCSA Comcast Corp A +0.52% SCHW The Charles Schwab Corp -3.16% COF Capital One Financial Corp -6.04% BAX Baxter International Inc +2.74% === August 27 Friday - Summary: Stocks SPY+0.9%, Bond TLT+0.7%, EEM+1.2%, Sm IWM+2.8%, SpecTc ARKK+2.4% Powell's dovish Jackson Hole virtual speech, lifts stocks: inflation targets met, not jobs, not yet. Taper Oct/Nov 2021; rate hike late 2022 (priced into rate curve). UMichigan Consumer Sentiment 70.3 (e70.7, midmonth was 70.2). July was 81.2. Largest~ loss since 1978. Higher inflation hurts personal financial prospects. Personal income +1.1% MoM (e+0.2%; +1.0% wages, +3% personal transfers: Child Tax Credits). Personal spending +0.3% (e+0.4%); real PCE -0.1%: PCE PI +0.4% (e +0.4%). Core PCE PI +0.3% (e+0.3%). Lasting inflation. PCEPI+4.2% YoY, core +3.6%. AFRM-3%> +40%AH: AMZN partners up, to enable Buy Now, Pay Later (BNPL). Hurricane Ida landfall due: GNRC pumps+2%; lifts oil, RBOB+1.6%, OXY+7%. IPOs r7: SQL SeqLL 30% float of $0.05B MktCap, preRevenue genomic tools. SPAC M&A: CZOO Cazoo 15% float of $7B UK used cars, merged into AJAX; GDEV Nexters 10% of $2B MktCap CY games dev, merged into RU's KSMT. Up: BRAG $0.3B gaming CA uplist/ADR (listed 2007). SOTK $0.05B OTC uplist. Earnings Movers by sector/impact: [Growth<] Tech XLK+1%: From y'day: DELL-5%. VMW-7% WDAY+9%. MRVL-3%. Hpq-1%. Bill+30%. domo-8%. cd-7%. Consumr Cyclical XLY+0.9%: hibb-9%. From y'day: Xpev-1%. Burl-3%. gps+1%. Pton-9%. anf+4%. flws-5%. ysg-2%. heps+3%. fxlv+14%. (gamb+67%.) Comm'c'n Service XLC+1.6%: Ui+7%. Healthcare XLV-0.1%: Consumer Staples XLP+0.3%: big-5%. From y'day: DG=. hain-1%. Property VNQ+0.8%: - Utilities XLU=: - Industrials XLI+0.7%: bz+4%. From y'day: gogl+5%. Materials XLB+1.3%: Copper+2.1%. Lumber=. Alum+0.2%. Iron-1%. Gold+1.5%. Agr+0.8%. Energy XLE+2.7%: - Oil+1.4% NatG+4.3%! Financials XLF+1.3%: From y'day: TD=. Cm-1%. [>Value, Rate Polarities] World Stocks' Quarterly EARNINGS: Aug27Fri: r3 $900B MktCap (value): Ui Wes) IndlBkC) WillS) SaicM) Lkoh. AierE) Muyu) goer) bz) daqi) shaMeij) sipl) big hibb -TIMING: )Asia .Eu ,UsAM 'UsPM -RANK: MktCap x %Adjustments Fri turnover leaders: $250B~ value: TSLA Tesla Inc +1.53% AAPL Apple Inc +0.72% AMZN Amazon.com Inc +1.01% NVDA Nvidia Corp +2.57% AMD Adv Micro Devices +3.85% MSFT Microsoft Corp +0.21% BABA Alibaba Group Holding ADR -3.49% MRNA Moderna Inc -4.52% SPRT Support.com Inc +33.65% FB Facebook Inc +2.26% GOOGL Alphabet Cl A +1.81% TECH Bio-Techne Cp +0.37% GOOG Alphabet Cl C +1.71% PTON Peloton Interactive Inc -8.55% BILL Bill.com Holdings Inc +29.64% AMC AMC Entertainment Holdings Inc +1.31% SAVA Cassava Sciences Inc -17.66% CRM Salesforce.com Inc -0.47% WDAY Workday Inc +9.13% BAC Bank of America Corp +1.07% SNOW Snowflake Inc Cl A -2.47% NFLX Netflix Inc +1.60% BA Boeing Company +2.42% NURO Neurometrix Inc +65.60% DIS Walt Disney Company +2.03% PFE Pfizer Inc -1.65% ADI Analog Devices -0.53% SAIA Saia Inc +1.91% V Visa Inc +0.94% JPM JP Morgan Chase & Company +0.80% PLTR Palantir Technologies Inc Cl A +3.38% MA Mastercard Inc +0.81% SQ Square +2.24% JNJ Johnson & Johnson -0.21% AMAT Applied Materials +3.06% CRWD Crowdstrike Holdings Inc +1.27% WMT Wal-Mart Stores -0.56% BBIG Vinco Ventures Inc +80.89% MU Micron Technology +1.69% PYPL Paypal Holdings +1.72% ZM Zoom Video Communications Cl A +0.05% CVX Chevron Corp +1.46% BRK.B Berkshire Hathaway Cl B +0.47% C Citigroup Inc +0.76% JD Jd.com Inc ADR -0.79% HD Home Depot +0.59% MIME Mimecast Ltd Ord -1.24% GS Goldman Sachs Group +1.77% LRCX Lam Research Corp +4.14% QCOM Qualcomm Inc +1.73% MRVL Marvell Technology Inc -3.00% CCL Carnival Corp +3.75% NIO Nio Inc ADR -0.55% INTC Intel Corp +1.43% XOM Exxon Mobil Corp +1.94% T AT&T Inc +0.41% CSCO Cisco Systems Inc -0.30% WFC Wells Fargo & Company +1.55% BNTX Biontech Se ADR -3.11% COIN Coinbase Global Inc Cl A +4.26% GE General Electric Company +2.62% AVGO Broadcom Ltd +2.10% TSM Taiwan Semiconductor Manufacturing ADR +0.33% ROKU Roku Inc +1.43% VMW Vmware Inc -6.69% INTU Intuit Inc +2.41% SHOP Shopify Inc +1.05% DKNG Draftkings Inc +3.72% F Ford Motor Company +3.18% == August 26 Thursday - Summary: Stocks SPY-0.6%, Bond TLT+0.2%, EEM-0.9%, Small IWM-1%, SpecTc ARKK-1.6% Small bond bounce after belly auction week completed with $62B of 7-yr notes. Q2 GDP 2nd est. +6.6% (e6.6%) vs 1st 6.5%; GDP Deflator +6.1%, e6.0%, from 6.0%. Weekly Jobless +4k to 353k (e355k; continuing claims -3k to 2.862m). Afghan attack hit value stocks: 12 US troops killed by ISIS-K attack, flagged y'day. Fri/Sat virtual Jackson Hole Fed annual debate,may harden taper date~end 2021. Markets may quieten: Busy 1/2 of US Earnings Quarter, tails off after today. IPOs r1: RNXT RenovoRx 30% of $0.05B MktCap, cancer tumors. SPACs: CCAI SWSS MEOA. ICCM Icecure $0.3B womens cancer uplist (ADR~: IL listed 2011). M&A r0: Closed: ADI bot MXIM $28B; VMC bot USCR $1B. Earnings Movers by sector/impact: [Growth<] Tech XLK-0.6%: DELL=> +2%AH. VMW=> -6%AH. WDAY=> +5%AH. MRVL> -4%AH. Hpq-1%. Bill=> +13%AH. domo+1%. cd=. From y'day: CRM+3% Salesforce beat & raise. SNOW+8% Snowflake beat & raise. ADSK-9%. Splk-1%. Ntap-5%. estc-3%. pstg+14%. kc+14%. box-2%. Consumr Cyclical XLY-0.9%: Xpev-1%. Burl-9%. gps-4%> +7%AH. Pton-2%> -6%AH. anf-10%. flws+4%. ysg-18%. heps-25% TK eMkt miss. From y'day: Ulta=. dks+4%. wsm+9%. ges-1%. scvl-6%. Comm'c'n Service XLC-0.9%: From y'day: athm-1%. Healthcare XLV-0.4%: From y'day: asnd+21%. Consumer Staples XLP-0.5%: DG-4%. hain-9%. Property VNQ+0.1%: - Utilities XLU+0.2%: - Industrials XLI-0.4%: - Materials XLB-0.7%: Copper-0.5%. Lumber+1%. Alum+0.2%. Iron-1%. Gold+0.1%. Agr-0.4%. Energy XLE-1.5%: - Oil-0.7% NatG+7%! Weekly inventories. Financials XLF-0.5%: TD-3%. Cm-3%. From y'day: RY-1%. slqt-45% fraud class action lawsuit. lx-6%. [>Value, Rate Polarities] World Stocks' Quarterly EARNINGS: Aug26Thu: R9 $1,500B MktCap (value): DELL' VMW' WDAY' MRVL' AMPEREX) PTR) TD, DG, Pngay) Xpev) Hpq' Pton' Cm, Dltr, Burl, Bill' Gps' Crh. Wow) Dher. AdvMF) Shzhy) Apt) EveEne) Haity) Mbbm) sjm coty cd olli lanc safm hain domo anf flws poly. qan) svw) rhc) cscF) baoan) shzhy) minmR) fandaC) tongN) shanG) ciady) sbsw. en. hal. tcs. mbuu ysg afya gogl heps fro -TIMING: )Asia .Eu ,UsAM 'UsPM -RANK: MktCap x %Adju Thu turnover leaders: $200B~ value: TSLA Tesla Inc -1.41% AAPL Apple Inc -0.55% AMZN Amazon.com Inc +0.51% AMD Adv Micro Devices -0.95% MSFT Microsoft Corp -0.97% NVDA Nvidia Corp -0.65% CRM Salesforce.com Inc +2.66% AMC AMC Entertainment Holdings Inc -8.30% SNOW Snowflake Inc Cl A +7.58% MRNA Moderna Inc +0.61% BABA Alibaba Group Holding ADR -2.28% GOOGL Alphabet Cl A -0.45% FB Facebook Inc -1.09% GOOG Alphabet Cl C -0.58% SPRT Support.com Inc +41.12% CRWD Crowdstrike Holdings Inc +3.25% BA Boeing Company -2.05% JPM JP Morgan Chase & Company +0.52% SAVA Cassava Sciences Inc -12.38% DLTR Dollar Tree Inc -12.08% BAC Bank of America Corp -0.26% ADSK Autodesk Inc -9.37% ZM Zoom Video +0.86% PTON Peloton Interactive Inc -1.86% ROKU Roku Inc -0.42% MU Micron Technology -1.72% SNAP Snap Inc -4.12% DKS Dick's Sporting Goods Inc +4.15% MA Mastercard Inc -1.74% PFE Pfizer Inc -0.27% V Visa Inc -0.89% DG Dollar General Corp -3.77% NIO Nio Inc ADR -1.77% PANW Palo Alto Networks Inc +2.32% GME Gamestop Corp +2.79% ADI Analog Devices +2.05% TSM Taiwan Semi +0.91% WMT Wal-Mart Stores -1.08% PLTR Palantir Technologies Inc Cl A +2.14% ULTA Ulta Beauty Inc -0.31% SQ Square -2.03% ABNB Airbnb Inc Cl A -4.75% INTC Intel Corp -1.26% C Citigroup Inc -1.01% SPLK Splunk Inc -1.37% WSM Williams-Sonoma +9.34% T AT&T Inc -1.49% PYPL Paypal Holdings -1.47% SHOP Shopify Inc -2.36% DKNG Draftkings Inc -3.74% RIDE Lordstown Motors Corp +17.79% BURL Burlington Stores Inc -9.18% YY YY Inc ADR +6.04% GM General Motors Company -2.17% CVX Chevron Corp -1.31% COIN Coinbase Global Inc Cl A -3.21% F Ford Motor Company -2.05% WDAY Workday Inc +0.26% PDD Pinduoduo Inc ADR -2.02% ==== August 25 Wednesday - Summary: Stocks SPY+0.2%, Bond TLT-0.8%, EEM+0.1%, Small IWM+0.3%, SpecTec ARKK= Soft $61B 5-year T-note auction. Durable goods -0.1% e-0.3%, core +0.7% e+0.3%. Value rally: banks, on weak bonds; oil, on weekly inventory, CN reopen bounce. TSM+4% #1 global chipmaker soars on planned chip price rise. SAVA-31% on allegations of manipulated Alzheimers data. PFE Vax approval allows co mandates; DAL+2% adds $200 cost to unvaxxed. IPOs r2: KR: ViGenCell 15% of $0.5B MktCap, immune cell bio. SPAC M&A listings: RKLB-12% Rocket Lab $0.5B space, merged into VACQ. SMRT+5% SmartRent $0.5B discount apparel retailer, merged into FWAA. M&A r7: WDC+8%, was +15%, in talks to buy Kioxia: $20B JP flash memory. Ratings: JPM cuts JWN-18% to sell: "as good as it gets" for luxury. COWN cuts SAM-4%. Argus cuts BYND-2%. PIPR cuts CPB-2%. Earnings Movers by sector/impact: [Growth<] Tech XLK=: CRM=> +2%AH. SNOW+1%> +4%AH. ADSK=> -7%AH. Splk-1%. Ntap+2%> +4%AH. kc+6%. From y'day: INTU=. vnet)+12%. Consumr Cyclical XLY+0.2%: Ulta+4%> +5%AH. dks+13%. wsm=. ges-1%. scvl-6%. From y'day: PDD)-1%. Bby=. Tol+4%: lux home boom. aap+2%. jwn-18% nordstrom warns, rev down vs 2019. htht+1%. urbn-10%. Comm'c'n Service XLC+0.3%: athm-4%. Healthcare XLV-0.3%: asnd+2%. From y'day: MDT+1%. Consumer Staples XLP-0.1%: - Property VNQ-0.1%: - Utilities XLU+0.2%: - Industrials XLI+0.6%: - Materials XLB+0.4%: Copper+0.4%. Lumber+1%. Alum+0.3%. Iron+1%. Gold-0.7%. Agr+0.5%. Energy XLE+0.7%: - Oil+0.9% NatG+0.6%. Financials XLF+1.2%: lx-13%. From y'day: Bmo=. Bns+1%. bbar+5%. [>Value, Rate Polarities] World Stocks' Quarterly EARNINGS: Aug25Wed: R6 $1,100B MktCap (value): CRM' SNOW' ADSK' RY, LFC) Xiacy) LuxS), Mindr) Splk' Ulta' Ntap' Estc' Na, athm, dks, wsm' asnd' pstg' box' cfhs) kc) guotJS) transs) ach) zuo' ges' eh) pahc' plab, mowi. lx scvl fgr. at1. fosuy) ronbay) wtc) mel) spaceS) ekta. haierB) fujTo) bid. asrnl. pls) wor) -TIME: )Asia .Eu ,UsAM 'UsPM -RANK: MktCap x %Adjust - Busy 1/2 of US Earnings Quarter, tails off after Aug26Thu. Wed turnover leaders: $200B~ value: AMC AMC Entertainment Holdings Inc -0.84% TSLA Tesla Inc +0.38% AAPL Apple Inc -0.85% NVDA Nvidia Corp +1.71% MRNA Moderna Inc +0.55% AMD Adv Micro Devices +0.53% AMZN Amazon.com Inc -0.20% MSFT Microsoft Corp -0.20% BABA Alibaba Group Holding ADR -1.65% FB Facebook Inc +0.79% MU Micron Technology +2.88% GME Gamestop Corp -5.29% TSM Taiwan Semiconductor Manufacturing ADR +4.39% ADI Analog Devices +0.19% DKS Dick's Sporting Goods Inc +13.36% SAVA Cassava Sciences Inc -32.52% PFE Pfizer Inc -1.92% BAC Bank of America Corp +1.66% CRM Salesforce.com Inc +2.08% CRWD Crowdstrike Holdings Inc +1.67% GOOGL Alphabet Cl A +0.59% JPM JP Morgan Chase & Company +2.06% DKNG Draftkings Inc +6.38% PANW Palo Alto Networks Inc +1.17% MXIM Maxim Integrated -0.21% GOOG Alphabet Cl C +0.40% BA Boeing Company -0.23% PLTR Palantir Technologies Inc Cl A -3.23% C Citigroup Inc +1.58% INTU Intuit Inc +0.54% JWN Nordstrom -17.64% ABNB Airbnb Inc Cl A -0.60% WDC Western Digital Cp +8.62% BNTX Biontech Se ADR +1.71% RGC Regencell Bioscience Holdings Ltd +207.19% V Visa Inc -0.74% UBER Uber Technologies Inc +3.41% NIO Nio Inc ADR +0.01% SHOP Shopify Inc +0.71% WMT Wal-Mart Stores +0.02% PDD Pinduoduo Inc ADR -1.30% CSCO Cisco Systems Inc +0.03% NFLX Netflix Inc -1.11% NVAX Novavax Inc +2.22% TKAT Takung Art Ltd +48.58% SQ Square -0.96% UPST Upstart Holdings Inc -1.94% WFC Wells Fargo & Company +1.88% SNOW Snowflake Inc Cl A -0.34% PENN Penn Natl Gaming Inc +8.76% JD Jd.com Inc ADR +1.14% CVX Chevron Corp +0.64% MDT Medtronic Inc +1.53% AMAT Applied Materials +1.05% JNJ Johnson & Johnson -0.68% DIS Walt Disney Company -0.06% PYPL Paypal Holdings -0.65% SPRT Support.com Inc +17.31% GE General Electric Company +1.38% ATVI Activision Blizzard -1.20% CCL Carnival Corp +1.22% BKNG Booking Holdings Inc +1.44% SAM Boston Beer Company -3.52% VZ Verizon Communications Inc -0.11% Symbol Name %Chg All US Exchanges PVolmSimplVw Symbol Name %Chg ROKU Roku Inc -1.12% RBLX Roblox Corp Cl A +0.96% GS Goldman Sachs Group +1.08% BRK.B Berkshire Hathaway Cl B +0.87% COIN Coinbase Global Inc Cl A -1.09% FUTU Futu Holdings -3.13% === August 24 Tuesday - Summary: Stocks SPY+0.2%, Bond TLT-0.8%, EEM+2.3%, SmC IWM+1%, SpecTec ARKK+1.2% Strong $60B 2-year Treasury note auction. $1.13T RRP record liquidity mopup. New home sales +1%: 708k (e700k, revised prior rp701k, from p676k); +27.2% YoY. 50th record SPY US stockmarket high in 2021; $3.5T budget bill nears passing. No new CoV cases in CN, boosts most CN stocks FXI+4%, and oil stocks OXY+4%. Macau travel reopening, boosts casinos MLCO+11% LVS+8% WYNN+7% CZR+5%. Specs: GME+27% AMC+20% HOOD+9% BB+9% BBBY+4% CLNE+5% LCID+5%. IPOs r4: SPAC M&A: RNW 20% of $5B: #1 IN clean power, merges into RMGB. (IN valuations/deals boom; CN GeoPol risk discount rises.) SPAC: GWII, CNTQ. M&A r5: SAN= to buy it's US unit SC+1% $13B cash, 14% premium. Guidewell PE to buy GTS HMO $1B, 48% premium. Earnings Movers by sector/impact: [Growth<] Tech XLK-0.1%: INTU=. vnet)+11%. From y'day: Panw+19% cyberSec: says no more acquistions, lifts stock. Riot+5%. Consumr Cyclical XLY+0.7%: PDD)+22%. Bby+8%. Tol+3%. aap=. jwn+3%. htht+3%. urbn+5%. From y'day: JD)+14%. Comm'c'n Service XLC+0.3%: From y'day: msge+1%. Healthcare XLV-0.4%: MDT+3%. From y'day: Wxxwy)+5%. shl)+1%. Consumer Staples XLP-0.8%: - Property VNQ-0.7%: - Utilities XLU-0.6%: - Industrials XLI+0.5%: Materials XLB+0.6%: From y'day: gsm+3%. Copper+1.2%. Lumber-1%. Alum+0.5%. Iron+12%. Gold=. Agr+1%. Energy XLE+1.6%: - Oil+3.3%! No new CN CoV cases, likely reopens Asian travel. NatG-1%. Financials XLF+0.6%: Bns=. Bmo+2%. bbar+9%. From y'day: finv+4%. [>Value, Rate Polarities] World Stocks' Quarterly EARNINGS: Aug24Tue: R4 $900B MktCap (value): INTU' MDT, PDD) Bby, Bmo, Bns, Tol' jwn' hei' aap, urbn anpdy) htht) psec vnet sek) osh) bld) evd. awc) ann) fosuPh) tinci) wuxiLe) guose) changcT) avicX) sheko) -TIMING: )Asia .Eu ,UsAM 'UsPM -RANK: by MktCap x %Adjustmts - Busy 1/2 of US Earnings Quarter, tails off after Aug26Thu. Tue turnover leaders: $250B~ value: BABA Alibaba +6.79% AMC +21.51% TSLA Tesla Inc +0.31% AMZN Amazon.com Inc +1.20% AAPL Apple Inc -0.03% NVDA Nvidia Corp -0.81% MRNA Moderna Inc -4.34% AMD Adv Micro Devices -1.11% PANW Palo Alto Networks Inc +18.61% MSFT Microsoft Corp -0.64% PDD Pinduoduo Inc ADR +22.50% ABNB Airbnb Inc Cl A +9.77% FB Facebook Inc +0.51% GME Gamestop Corp +28.61% CRWD Crowdstrike Holdings Inc +8.04% JD Jd.com Inc ADR +14.45% GOOGL Alphabet Cl A +0.91% PFE Pfizer Inc -3.26% SHOP Shopify Inc +3.93% BA Boeing Company +0.86% BNTX Biontech Se ADR -3.67% GOOG Alphabet Cl C +0.94% UBER Uber Technologies Inc -2.17% BIDU Baidu Inc ADR +8.80% NIO Nio Inc ADR +1.99% CRM Salesforce.com Inc -0.39% NVAX Novavax Inc -7.37% BAC Bank of America Corp +1.39% BBY Best Buy Company +8.30% MU Micron Technology +0.38% FUTU Futu Holdings Ltd ADR +14.10% UPST Upstart Holdings Inc +8.12% ADI Analog Devices -2.07% RBLX Roblox Corp Cl A +4.94% MDT Medtronic Inc +3.18% V Visa Inc +0.07% SQ Square -0.10% COIN Coinbase Global Inc Cl A +0.96% ROKU Roku Inc -0.39% NFLX Netflix Inc +0.12% SPRT Support.com Inc -0.18% BKNG Booking Holdings Inc +4.53% SNOW Snowflake Inc Cl A +1.69% MXIM Maxim Integrated -1.57% INTC Intel Corp +1.09% JPM JP Morgan Chase & Company +0.59% DIS Walt Disney Company +0.39% GM General Motors Company +2.84% ATVI Activision Blizzard -0.52% PLTR Palantir Technologies Inc Cl A +1.13% LVS Las Vegas Sands +7.55% DKNG Draftkings Inc +5.95% MA Mastercard Inc +0.21% HOOD Robinhood Markets Inc Cl A +8.30% WMT Wal-Mart Stores -1.03% PYPL Paypal Holdings +0.92% JNJ Johnson & Johnson -1.25% C Citigroup Inc +1.61% CCL Carnival Corp +4.42% CVX Chevron Corp +1.18% BILI Bilibili Inc ADR +11.82% PTON Peloton Interactive Inc +6.39% VALE Vale S.A. ADR +5.64% === August 23 Monday - Summary: Stocks SPY+0.9%, Bond TLT=, EEM+1.5%, SmallC IWM+1.9%, SpecTec ARKK+3.2% Existing Home Sales +2.0% to 5.99m (e5.85, revised prior rp5.86m), +1.5% YoY: affordability/shortage: luxury HPI soared +26% YoY; affordable Home Prices +13% (source: Redfin). Drivers of this divergence, are QE & lockdown basic-job losses. Fed's Jackson Hole core policy event goes virtual due to Delta: taper delay likely. BNTX+10%/PFE+2.5% CoV vax FDA approved (after 5B jabs). MRNA due~Sept. UBER+3%, was -5%: judge rules CAL gig economy law is unconstitutional. BTC+1% reached $50k: PYPL+1% launched UK crypto service; ETH+3%. M&A r5: Pfizer to buy TRIL+189% $2B cash: cancer bio, 204% premium. Landmark Dividend (PE) to buy LMRK for $1B cash, 38% premium. SPAC NGCA to buy Virgin Orbit, $3B: VORB due to list late 2022. IPO r1: IN: Nuvoco Vistas 50% of $1B #5 IN cement co. (PayTM $10B due~Oct.) Ratings: HOOD+6% on GS JPM C BARC DB buy initiations, and $50k BTC. Earnings Movers by sector/impact: [Growth<] Tech XLK+1.3%: Panw+1%> +10%AH. Riot+4%. Consumr Cyclical XLY+1.3%: JD)+3%. From y'day: fl+1%. bke-2%. Comm'c'n Service XLC+1.2%: msge+16%. Healthcare XLV+0.1%: Wxxwy)+10%. shl)-3%. Consumer Staples XLP-0.3%: From y'day: rlx+1%. arce+1%. Property VNQ-0.3%: - Utilities XLU-1.3%: - Industrials XLI+0.8%: From y'day: DE+3%. Materials XLB+0.9%: gsm+6%. Copper+1.6%. Lumber+6%. Alum+1.6%. Iron-4%. Gold+1.2%. Agri+0.6%. Energy XLE+3.8%: - Oil+6%! No new CN CoV cases, likely reopens Asian travel. NatG+2.5%. Financials XLF+0.8%: finv+5%. [>Value, Rate Polarities] World Stocks' Quarterly EARNINGS: Aug23Mon: R2 $350B MktCap (value): JD) Panw' Wxxwy) Riot' Lato. shl) chc) ald) rbrew. msge finv gsm, rwc) hebeiYa) chsyf) nhf) ore) -TIMING: )Asia .Eu ,UsAM 'UsPM -RANK: by MktCap x %Adj - Busy 1/2 of US Earnings Quarter, tails off after Aug26Thu. Mon turnover leaders: $250B~ value: TSLA Tesla Inc +3.83% BABA Alibaba Group Holding ADR +1.96% NVDA Nvidia Corp +5.49% AMZN Amazon.com Inc +2.06% AAPL Apple Inc +1.03% AMD Adv Micro Devices +3.94% MRNA Moderna Inc +7.55% MSFT Microsoft Corp +0.10% PFE Pfizer Inc +2.48% FB Facebook Inc +1.11% GOOGL Alphabet Cl A +1.90% AMC AMC Entertainment Holdings Inc +6.89% BNTX Biontech Se ADR +9.58% GOOG Alphabet Cl C +1.92% BA Boeing Company +3.16% ADI Analog Devices +1.79% CRM Salesforce.com Inc +1.71% SQ Square +2.81% NIO Nio Inc ADR +3.39% MU Micron Technology +2.15% COIN Coinbase Global Inc Cl A -0.51% GM General Motors Company -1.27% MXIM Maxim Integrated +4.90% UBER Uber Technologies Inc +2.63% PYPL Paypal Holdings +1.47% JD Jd.com Inc ADR +3.32% BAC Bank of America Corp +1.34% SHOP Shopify Inc +2.12% TRIL Trillium Therapeutic +188.83% NFLX Netflix Inc +1.18% DIS Walt Disney Company +1.45% ROKU Roku Inc +1.94% MA Mastercard Inc +1.70% V Visa Inc +1.20% NVAX Novavax Inc +8.71% XOM Exxon Mobil Corp +4.11% VVOS Vivos Therapeutics Inc +53.65% INTC Intel Corp +2.35% JPM JP Morgan Chase & Company +1.28% SNOW Snowflake Inc Cl A +3.66% ADBE Adobe Systems Inc +1.47% BKNG Booking Holdings Inc +3.02% TSM Taiwan Semiconductor Manufacturing ADR +2.63% UPST Upstart Holdings Inc +3.74% AMAT Applied Materials +3.37% PLTR Palantir Technologies Inc Cl A +3.37% BIDU Baidu Inc ADR +3.71% CVX Chevron Corp +2.58% RBLX Roblox Corp Cl A +2.77% CSCO Cisco Systems Inc +0.55% QCOM Qualcomm Inc +1.44% C Citigroup Inc +0.91% SNAP Snap Inc +3.82% DHR Danaher Corp -0.91% NOW Servicenow Inc +3.15% JNJ Johnson & Johnson -1.02% MARA Marathon Digital Hldgs Inc +4.25% F Ford Motor Company +1.27% WMT Wal-Mart Stores -0.66% HD Home Depot -0.46% HOOD Robinhood Markets Inc Cl A +6.21% LRCX Lam Research Corp +3.24% UNH Unitedhealth Group Inc -1.01% COST Costco Wholesale -0.88% Symbol Name %Chg All US Exchanges PVolmSimplVw Symbol Name %Chg TJX TJX Companies +1.47% PDD Pinduoduo Inc ADR +4.90% T AT&T Inc -0.18% INTU Intuit Inc +1.32% PANW Palo Alto Networks Inc +1.39% CHTR Charter Communicatio +0.43% PTON Peloton Interactive Inc -1.37% ATVI Activision Blizzard -0.50% ABNB Airbnb Inc Cl A +2.15% LOW Lowe's Companies -1.03% MELI Mercadolibre Inc +1.31% DE Deere & Company +3.24% XLNX Xilinx Inc +6.41% TGT Target Corp -0.34% BRK.B Berkshire Hathaway Cl B +0.12% REGN Regeneron Pharmaceuticals +0.61% NEE Nextera Energy -2.18% ===== August 20 Friday - Summary: Stocks SPY+0.8%, Bond TLT=, EEM-0.1%, Small IWM+1.7%, SpecT ARKK+1.6% Next week: Home Sales, GDP, Michigan Consumer Sentiment. Reopen stocks gain: CZR+4% UA+3% PENN+3% LVS+2% JWN+3% CPRI+2%. IPOs r0: SPAC: WAVC Earnings Movers by sector/impact: [Growth<] Tech XLK+1.2%: From y'day: AMAT-2%. blnd-9%. Consumr Cyclical XLY+1.7%: fl+7%. bke-3%. From y'day: Rost-3%. Ftch+1%. Tpr+1%. kss+3%. m+4%. woof+8%. bzun-3%. Comm'c'n Service XLC+0.8%: From y'day: Bili+3%. trmr+3%. Healthcare XLV+0.6%: From y'day: stvn+8%. Consumer Staples XLP+0.2%: rlx-7%. From y'day: EL+1%. bj+5%. pfgc+1%. atge+4%. arce-9%. Property VNQ+0.6%: - Utilities XLU+1.3%: - Industrials XLI+0.3%: DE-2% Deere beat, but warned on supply chain costs. Materials XLB+0.6%: From y'day: gfi+1%. Copper+2.3%. Lumber+2%. Alum+0.4%. Iron+3%. Gold=. Agri-1%. Energy XLE+0.2%: - Oil-3%. NatG-0.4%. Financials XLF+0.6%: From y'day: qfin+14%. pax-3%. [>Value, Rate Polarities] World Stocks' Quarterly EARNINGS: Aug20Fri: R3 $500B MktCap (value): DE, PingAnBk) Hengr) Ppccy) Syd) coh) moex. kgspy. rlx, fl, bke, fubon) tpg) chc) cwy) -TIMING: )Asia .Eu :EuPM ,UsAM 'UsPM -RANK: by MktCap x %Adjust Fri turnover leaders: $250B~ value: NVDA Nvidia Corp +4.94% MSFT Microsoft Corp +2.72% BABA Alibaba Group Holding ADR -2.34% TSLA Tesla Inc +1.13% AMZN Amazon.com Inc -0.19% AAPL Apple Inc +0.85% AMD Adv Micro Devices +0.90% MRNA Moderna Inc +2.03% SNOW Snowflake Inc Cl A -5.21% GOOGL Alphabet Cl A +1.06% FB Facebook Inc +0.91% BA Boeing +0.22% AMC +0.89% NFLX Netflix Inc +0.89% NIO Nio Inc ADR +1.38% AMAT Applied Materials -2.12% BNTX Biontech Se ADR +5.76% BAC BoA +0.42% M Macy's Inc +3.01% PFE Pfizer Inc +0.29% UPST Upstart Holdings Inc +0.95% DE Deere & Company -2.12% PLTR Palantir Technologies Inc Cl A -1.32% INTC Intel Corp -1.27% SHOP Shopify Inc -1.04% TSM Taiwan Semi -2.39% CRM Salesforce.com Inc +1.26% COIN Coinbase Global Inc Cl A +3.31% SQ Square +2.16% FL Footlocker Inc +7.63% MA Mastercard Inc -0.97% V Visa Inc -0.04% FUTU Futu Holdings Ltd ADR +5.84% BIDU Baidu Inc ADR -0.46% CSCO Cisco Systems Inc +1.52% JPM JP Morgan Chase & Company +0.12% NVAX Novavax Inc +5.67% JD Jd.com Inc ADR +1.64% TGT Target Corp +3.22% C Citigroup Inc +0.40% PYPL Paypal Holdings +0.72% LOW Lowe's Companies +2.99% MU Micron Technology -0.34% REGN Regeneron Pharmaceuticals +1.94% LRCX Lam Research Corp -1.80% CVX Chevron Corp +0.02% XOM Exxon Mobil Corp -0.14% HD Home Depot +1.93% DIS Walt Disney Company +0.74% MSTR Microstrategy Cl A +6.17% PDD Pinduoduo Inc ADR +2.70% GM General Motors Company -0.81% WMT Wal-Mart Stores +0.76% UNH Unitedhealth Group Inc +0.49% GOVX Geovax Labs +28.14% ROKU Roku Inc +0.93% UBER Uber Technologies Inc +0.11% ADBE Adobe Systems Inc +1.67% JNJ Johnson & Johnson +0.55% ZM Zoom Video Communications Cl A +1.58% F Ford Motor Company -1.22% T AT&T Inc +0.24% QCOM Qualcomm Inc +0.84% Symbol Name %Chg All US Exchanges PVolmSimplVw Showing 1-100 of 200 Symbol Name %Chg GE General Electric Company +0.79% DHR Danaher Corp +0.46% COST Costco Wholesale +1.20% FCX Freeport-Mcmoran Inc +0.76% BRK.B Berkshire Hathaway Cl B +0.00% WFC Wells Fargo & Company -0.03% ROST Ross Stores Inc -3.19% GS Goldman Sachs Group +0.33% SNAP Snap Inc +2.52% MARA Marathon Digital Hldgs Inc +8.61% GPN Global Payments Inc +0.09% PG Procter & Gamble Company +0.16% FD X Fedex Corp -0.67% VALE Vale S.A. ADR +1.00% BILI Bilibili Inc ADR +2.77% HOOD Robinhood Markets Inc Cl A -4.45% ATVI Activision Blizzard -1.02% FISV Fiserv Inc +0.63% DASH Doordash Inc Cl A -1.03% AAL American Airlines Gp -1.76% CAT Caterpillar Inc +0.31% NKE Nike Inc +1.24% LYFT Lyft Inc Cl A -2.37% SPO T Spotify Technology S.A. +5.79% MS Morgan Stanle y +0.83% Z Zillow Group Cl C +4.58% BMY Bristol-Myers Squibb Company +1.15% VZ Verizon Communications Inc +0.27% FTCH Farfetch Ltd Cl A +1.83% ISRG Intuitive Surg Inc -0.55% CHTR Charter Communicatio +1.28% ILMN Illumina Inc +3.77% INTU Intuit Inc +0.54% RBLX Roblox Corp Cl A +2.53% X US Steel -1.43% === August 19 Thursday - Summary: Stocks SPY+0.1%, Bond TLT+0.7%, EEM-1.7%, Small IWM-1.2%, SpecT ARKK-1.7%. Initial Jobless claims beat: -29k to 348k WoW (e370k): lowest since March 2020. CB Leading Econ. Index (LEI) +0.9%, e0.8%; revised prior rp0.5%, prior p0.7%. Philly Fed Manuf'g 19.4, e23; p21.9. GS cut Q3 GDP to 5.5% from 9% on Delta. Fed Minutes showed most FOMC voters see strength allowing QE taper in 2021. Toyota (strong supply chain) is cutting Sept production 40% on chip shortages. Weak iron,CN hits CLF-7% X-7%, BABA-7% NIO-7% PDD-8% BIDU-4% FUTU-9%. M&A r4: P/E bids $7B cash for INOV+8%, 25% premium. IPOs: none. Earnings Movers by sector/impact: [Growth<] Tech XLK+1%: AMAT+1%. blnd+1%> -14%AH. From y'day: NVDA+4%. Nvidia data center, visualisation beat. CSCO+4% 5G, cloud beat. ADI+1%. SNPS+9%. HOOD-10%: Robinhood Crypto x45 to $0.2B: 41% of rev: notably bubbly DOGE. Keys+2%. Dlo+27% LatAm tech. tuya-14% CN tech. lite+4%. dq-4%. nndm-4%. Consumr Cyclical XLY-0.6%: Rost+2%> -4%AH. Ftch-8%. Tpr-3%. kss+7%. m+20%. Macy's best day since 2020: huge beat, reinstates div'd. woof+4%. bzun-9%. From y'day: LOW+1%. TJX+1%. Bbwi+10%. vsco-4%. vips-8%. plce+2%. Comm'c'n Service XLC=: Bili-6%. trmr+9%. From y'day: Wb-1%. Healthcare XLV+0.5%: stvn+14%. Consumer Staples XLP+0.9%: EL+3%. bj+4%. pfgc-4%. From y'day: TGT-1%. Property VNQ+0.6%: - Utilities XLU+0.4%: - Industrials XLI-0.7%: From y'day: zto-3%. Materials XLB-1%: gfi+2%. Copper-1.8%. Lumber-2%. Alum-0.8%. Iron-2.5%. Gold-0.3%. Agri-1.4%. Energy XLE-2.6%: - Oil-1.4%. NatG+1%. Financials XLF-0.7%: qfin-4%. pax+7%. [>Value, Rate Polarities] World Stocks' Quarterly EARNINGS: Aug19Thu: R7 $900B MktCap (value): AMAT' EL. ADYEY. Rost' Cnooc) Bili) Gebn. Anto. Nibe. Ftch' Tpr, sqm, kss, ncm) asx) s32) sbk. dpW. bj m woof stvn pfgc gfi. gn. hle. holm. cnRsMi) gzpfy. aukny) mbt. twe) org) evn) lsg. sfzn. bln mnso msgs qfin pax atge bzun arce trmr bure -TIMING: )Asia .Eu :EuPM ,UsAM 'UsPM -RANK: by MktCap x %Adjustments Thu turnover leaders: $250B~ value: NVDA Nvidia Corp +3.98% AAPL Apple Inc +0.23% AMZN Amazon.com Inc -0.42% BABA Alibaba Group Holding ADR -6.85% TSLA Tesla Inc -2.25% MSFT Microsoft Corp +2.08% AMD Adv Micro Devices +0.25% MRNA Moderna Inc -5.84% FB Facebook Inc -0.09% NFLX Netflix Inc +4.18% M Macy's Inc +19.59% GOOGL Alphabet Cl A +0.17% PFE Pfizer Inc -1.03% GOOG Alphabet Cl C +0.25% BA Boeing Company -3.12% CSCO Cisco Systems Inc +3.84% BAC Bank of America Corp -1.47% NIO Nio Inc ADR -6.61% CRM Salesforce.com Inc +0.74% CVX Chevron Corp -2.49% XOM Exxon Mobil Corp -3.05% PLTR Palantir Technologies Inc Cl A -4.43% AMC AMC Entertainment Holdings Inc -7.47% BNTX Biontech Se ADR -8.84% JPM JP Morgan Chase & Company -0.84% DIS Walt Disney Company -0.85% C Citigroup Inc -1.80% UPST Upstart Holdings Inc -8.67% PYPL Paypal Holdings +0.65% UNH Unitedhealth Group Inc +2.53% TSM Taiwan Semiconductor Manufacturing ADR +0.06% V Visa Inc -0.03% SQ Square -0.89% MU Micron Technology -0.48% TGT Target Corp -0.88% ROKU Roku Inc -0.40% QCOM Qualcomm Inc -1.10% NKE Nike Inc -1.91% INTC Intel Corp +0.48% FISV Fiserv Inc +1.74% DASH Doordash Inc Cl A -4.99% CLF Cleveland-Cliffs Inc -7.47% AMAT Applied Materials +1.44% GM General Motors Company -3.46% WMT Wal-Mart Stores +0.68% BIDU Baidu Inc ADR -3.94% LOW Lowe's Companies +1.43% ADBE Adobe Systems Inc +1.74% GE General Electric Company -1.96% MS Morgan Stanley -1.51% ILMN Illumina Inc -7.88% FCX Freeport-Mcmoran Inc -4.31% JD Jd.com Inc ADR -5.10% T AT&T Inc -1.08% DHR Danaher Corp +1.53% VALE Vale S.A. ADR -6.47% JNJ Johnson & Johnson +0.78% CAT Caterpillar Inc -2.55% MA Mastercard Inc -1.01% SNOA Sonoma Pharm +50.65% BRK.B Berkshire -0.43% HD Home Depot +0.42% WFC Wells Fargo & Company -1.50% SHOP Shopify Inc -1.55% UBER Uber Technologies Inc -2.50% COST Costco Wholesale +1.80% GS Goldman Sachs Group -1.31% F Ford Motor Company -2.54% TJX TJX Companies +0.81% REGN Regeneron +3.16% August 18 Wednesday - Summary: Stocks SPY-1.1%, Bond TLT+0.3%, EEM+0.1%, Small IWM-0.9%, SpecTec ARKK=. Housing Starts -7.0% 1.534m (e +12% 1.61m); Building Permits +2.6%, e +1% MoM. Strong $27B 20-yr UST auction, bounced bonds 0.7%. TIPs lagging recently. Taliban's 11-day Afghan takeover, reminds: EM corruption, governance risks. DIDI-6% on CN regulator's crackdown plans in WSJ. (Also wealth, income - Xi). Vax booster shots in Sept, helps CCL+2% RCL+2% cruise/air/reopen stocks. IPO r1: LIDR AEye 30% float of $1.5B MktCap merger into CFFA. No SPACs. New issuance drying up, as markets finally cool, on data, Fed speakers. M&A r3: CME-4% denies CBOE-1% $16B talk. TLRY+1% $0.2B MMNFF+20% bid. Ratings: WFC ups VIAC+4%. BTIG ups REE+4%. Earnings Movers by sector/impact: [Growth<] Tech XLK-1.4%: NVDA-2%> +2%AH. Nvidia beat on rev, guide. CSCO-2%> -2%AH. ADI=. SNPS=> +4%AH. HOOD+7%> -9%AH: Robinhood Crypto revenue x45 to $0.2B: 41% of rev. Keys=. Dlo+2%> +23%AH. tuya-19%. lite+2%. dq-2%. nndm+5%. From y'day: Mndy+17%. Cree-9%. Jkhy-3%. cdk-8%. gds-2%. vtex-6%. inst+4%. Consumr Cyclical XLY+0.3%: LOW+10% Lowe's big beat. TJX+6% beats. Bbwi=. vsco=. vips-3%. plce-7%. From y'day: HD=. Amcr=. ree+4%. rere-8%. crmt-19%. Comm'c'n Service XLC-0.8%: Wb+4%. From y'day: SE+3%. Grub+5%. ob-1%. Healthcare XLV-1.5%: From y'day: A+1%. Alc+12%. Consumer Staples XLP-1.2%: TGT-3% despite beat. From y'day: WMT-1%. dnut-7%. Property VNQ-1%: - Utilities XLU-0.5%: - Industrials XLI-1.1%: - Materials XLB-1.2%: - Copper-2.3%. Lumber+1%. Alum-0.8%. Iron-6%. Gold+0.1%. Agri=. Energy XLE-2%: - Oil-2.6%. NatG-0.3%. Financials XLF-1.2%: From y'day: noah-9%. [>Value, Rate Polarities] World Stocks' Quarterly EARNINGS: Aug18Wed: R11 $2,500B MktCap (value): TCEHY!) NVDA'! CSCO' LOW, TGT, TJX, ADI, SNPS' HOOD' CSLLY) Keys' Dlo' Gelyy) Zto) Bbwi' Wb) carl. colo. col) wpl) tongw) hangzF) crhky) wanta) xci) psn. vips tuya lite vsco zim dq yy eat osis plce azrg. ica. tah) dmp) ozl) nndm jbss sfl -TIMING: )Asia .Eu :EuPM ,UsAM 'UsPM -RANK: by MktCap x %Adjustments Wed turnover leaders: $200B~ value: TSLA Tesla Inc +3.05% AAPL Apple Inc -2.69% AMD Adv Micro Devices -4.20% MRNA Moderna Inc -0.76% AMZN Amazon.com Inc -1.14% BABA Alibaba Group Holding ADR -0.88% MSFT Microsoft Corp -0.90% NVDA Nvidia Corp -2.46% PFE Pfizer Inc -2.42% LOW Lowe's Companies +9.63% FB Facebook Inc -0.85% PLTR Palantir Technologies Inc Cl A +4.13% AMC AMC Entertainment Holdings Inc -1.75% TGT Target Corp -2.77% PMCB Pharmacyte Biotech Inc +188.89% NIO Nio Inc ADR +1.60% UPST Upstart Holdings Inc +5.90% CRM Salesforce.com Inc +1.72% BA Boeing Company -1.51% BNTX Biontech Se ADR -1.30% GOOGL Alphabet Cl A -0.96% BAC Bank of America Corp -0.73% GOOG Alphabet Cl C -0.50% HD Home Depot -0.01% WMT Wal-Mart Stores -1.19% VRPX Virpax Pharmaceuticals Inc +32.44% SHOP SEmshopify Inc +0.36% RBLX Roblox Corp Cl A +5.62% SQ Square -0.72% DIS Walt Disney Company -0.77% PYPL Paypal Holdings -0.98% CME CME Group Inc -3.65% NFLX Netflix Inc +0.55% HOOD Robinhood Markets Inc Cl A +2.85% X United States Steel Corp +4.25% CVX Chevron Corp -2.61% REGN Regeneron Pharmaceuticals -1.85% XOM Exxon Mobil Corp -1.84% DHR Danaher Corp -1.84% TJX TJX Companies +5.55% JPM JP Morgan Chase & Company -1.06% ROKU Roku Inc -3.32% TSM Taiwan Semiconductor Manufacturing ADR -0.66% UNH Unitedhealth Group Inc -0.98% MU Micron Technology -0.28% V Visa Inc -1.24% MA Mastercard Inc -0.61% VIAC Viacom CBS Cl B +3.61% C Citigroup Inc -0.66% CBOE CBOE Global Markets Inc -1.19% ADI Analog Devices -0.31% BRK.B Berkshire Hathaway Cl B -0.99% ABNB Airbnb Inc Cl A +1.64% JNJ Johnson & Johnson -1.22% VALE Vale S.A. ADR -5.16% GM General Motors Company +0.52% AMAT Applied Materials -1.22% COST Costco Wholesale -1.36% QCOM Qualcomm Inc -1.68% PG Procter & Gamble Company -1.08% CCL Carnival Corp +1.91% NKE Nike Inc -1.03% ZM Zoom Video Communications Cl A -1.27% CSCO Cisco Systems -2.71% == August 17 Tuesday - Summary: Stocks SPY-0.7%, Bond TLT=, EEM-1.8%, Small IWM-1.3%, SpecTec ARKK-0.9% Retail Sales -1.1% (e -0.2%, revised prior rp+0.7% (p0.6%). Ex Auto 0.4%, e+0.2%. Industrial production +0.9% (e0.5%; revP +0.2%, prior 0.4%). Housing 75 e80. BoA Fund Survey: peak growth, transitory inflation expectations; taper in 2021. IPOs: SPIR Spire 25% of $1B space data, merges into NSH. SPACs: IMAQ GGGV. M&A r2: BHP/Woodside to spinoff $50B~ oil assets. USCR ok's $1B VMC bid. Earnings Movers by sector/impact: [Growth<] Tech XLK-0.8%: Mndy+24%. Cree-1%. Jkhy=. gds-5%. From y'day: psfe-1%. fn+8%. tls+5%. prch-11%. Consumr Cyclical XLY-2.3%: HD-4% Home Depot supply chain woes. Amcr-1%. ree-3%. rere+5%. From y'day: glbe+1%. niu+9%. goev-3%. rmo-18%. gan-16%. fuv-21%. Comm'c'n Service XLC-0.8%: SE+6%. Grub+4%. ob-12%. From y'day: RBLX-1%. Tme-12%. edr+8%. zh-8%. asts-9%. doyu+11%. Healthcare XLV+1.1%: A-1%. Alc+1%. From y'day: smfr-17%. qsi=. Consumer Staples XLP+0.1%: WMT=. dnut-4%. From y'day: otly-3%. Property VNQ=: - Utilities XLU+0.1%: From y'day: cig+3%. mntk-9%. Industrials XLI-1.1%: From y'day: hhr+1%. evlv-7%. zev-17%. Materials XLB-1.2%: From y'day: dnmr+13%. Copper-2.4%. Lumber-3%. Alum-1%. Iron-1%. Gold-0.1%. Agri-0.7%. Energy XLE-1.1%: From y'day: ssl+1%. vet-6%. Oil-1%. NatG-3%. Financials XLF-0.7%: noah-1%. From y'day: umwc-2%. [>Value, Rate Polarities] World Stocks' Quarterly EARNINGS: Aug17Tue: R10 $2,000B MktCap (value): HD, WMT, SE) BHP) A' SunnyO) Aia) Mndy, Amcr) Alc' Grub. Cree' Jkhy' fortum. slhn. huayou) sto) citicPa) hengliP) silanM) dqjcy) dxs) mfg) emaar. yunti) kgh. mcy) gds cdk vtex pinc ait ree inst dfds. sson. sax. zo1. pndo. ambu. brg) arb) -TIMING: )Asia .Eu :EuPM ,UsAM 'UsPM -RANK: by MktCap x %Adjustments Tue turnover leaders: $250B~ value: TSLA Tesla Inc -2.97% AAPL Apple Inc -0.71% MRNA Moderna Inc +7.28% AMZN Amazon.com Inc -1.74% AMD Adv Micro Devices -0.16% BABA Alibaba Group Holding ADR -4.91% MSFT Microsoft Corp -0.55% FB Facebook Inc -2.21% NVDA Nvidia Corp -2.55% AMC AMC Entertainment Holdings Inc +3.84% PFE Pfizer Inc +2.94% BNTX Biontech Se ADR +6.44% BA Boeing Company -2.99% HD Home Depot -4.27% GOOG Alphabet Cl C -1.16% NIO Nio Inc ADR -1.35% GOOGL Alphabet Cl A -1.15% WMT Wal-Mart Stores +0.01% VRPX Virpax Pharmaceuticals Inc +247.86% PYPL Paypal Holdings -2.44% RBLX Roblox Corp Cl A -1.16% ROKU Roku Inc +0.13% SHOP Shopify Inc -0.48% BAC Bank of America Corp -0.41% UPST Upstart Holdings Inc -0.09% TGT Target Corp -2.88% DIS Walt Disney Company -1.82% SQ Square -0.96% TSM Taiwan Semiconductor Manufacturing ADR -3.12% LOW Lowe's Companies -5.89% GM General Motors Company -4.72% JPM JP Morgan Chase & Company -1.20% NVAX Novavax Inc +2.19% MU Micron Technology -0.30% BIDU Baidu Inc ADR -2.85% V Visa Inc -0.39% CVX Chevron Corp -0.16% AMAT Applied Materials -2.67% INTC Intel Corp -1.50% C Citigroup Inc -0.76% F Ford Motor Company -3.49% PG Procter & Gamble Company +0.19% ABNB Airbnb Inc Cl A -3.27% NFLX Netflix Inc +0.23% FUTU Futu Holdings Ltd ADR -0.66% PLTR Palantir Technologies Inc Cl A -2.24% QCOM Qualcomm Inc -2.46% BRK.B Berkshire Hathaway Cl B -0.09% JNJ Johnson & Johnson +0.94% SNAP Snap Inc -0.88% JD Jd.com Inc ADR -3.61% MA Mastercard Inc -0.06% GE General Electric Company -1.68% XOM Exxon Mobil Corp -0.66% BHP Bhp Billiton Ltd ADR -7.94% COIN Coinbase Global Inc Cl A -2.46% AXP American Express Company -0.66% FCX Freeport-Mcmoran Inc -5.75% CAT Caterpillar Inc -1.96% === August 16 Monday - Summary: Stocks SPY+0.2%, Bond TLT+0.4%, EEM-1%, Small IWM-1%, SpecTec ARKK-2.6% Taliban recaptured Afghanistan in a week instead of a year; yet markets barely blinked. Terror haven / drug source/ regional instability risks, will proliferate. EV Autopilot problems: TSLA-4%: NHTSA probe; NIO-6%: fatal crash. SONO+5% Sonos wins big US smart speaker patent case against GOOG=. IPOs r1: OTMO 25% of $1B fleet data, merges into SAII. SPACs: MIMO. [ETD Ethan Allen changes stock code from ETH] M&A r1: PSFE-15% Paysafe to buy SafetyPay $0.4B in cash. Brandt Tractor to buy CERV+23% $0.3B in cash, 24% premium. Earnings Movers by sector/impact: [Growth<] Tech XLK+0.4%: psfe-15%. fn-1%. tls-5%. Consumer Cyclical XLY-0.5%: glbe-3%. niu+5%. goev-6%. From y'day: dsey-7%. Comm'c'n Service XLC+0.2%: Roblox RBLX-5%> -5%AH big miss. Healthcare XLV+1.1%: smfr-1%. qsi+2%. From y'day: me-4%. Consumer Staples XLP+0.6%: otly-3%. Property VNQ=: - Utilities XLU+0.6%: - Industrials XLI+0.3%: hhr+4%. evlv-7%. Materials XLB-0.5%: dnmr-14%. Copper-1%. Lumber-5%. Alum=. Iron-1%. Gold+0.5%. Agri+0.4%. Energy XLE-1.8%: ssl-4%. vet-7%. Oil-0.8%. NatG+2.6%. Financials XLF-3%: umwc-5%. From y'day: mara=. [>Value, Rate Polarities] World Stocks' Quarterly EARNINGS: Aug16Mon: R2 $400B MktCap (value): TOELY) RBLX' Tme' Glbe' psfe, uwmc, edr' otly, ssl. glxy, zh, niu, goev' sulai. bsl) asymCh) sitiy) chllf) abg. llc) car) gpt) jbh) bee) cen) arg) lotb. bitf cig fn smfr hhr prch tls asts vet evlv mntx qsi dnmr idex doyu poww rmo zev gan vei sims) -TIMING: )Asia .Eu :EuPM ,UsAM 'UsPM -RANK: by MktCap x %Adjustments Mon turnover leaders: $250B~ value: TSLA Tesla Inc -4.32% AAPL Apple Inc +1.35% AMZN Amazon.com Inc +0.15% MRNA Moderna Inc -4.08% AMD Adv Micro Devices -2.78% MSFT Microsoft Corp +0.60% NVDA Nvidia Corp -1.18% FB Facebook Inc +0.93% BABA Alibaba Group Holding ADR -3.13% GOOGL Alphabet Cl A +0.42% AMC AMC Entertainment Holdings Inc +6.63% BNTX Biontech Se ADR -9.07% NIO Nio Inc ADR -5.87% GOOG Alphabet Cl C +0.37% WMT Wal-Mart Stores +0.82% UPST Upstart Holdings Inc -1.18% SHOP Shopify Inc -0.60% PFE Pfizer Inc +0.89% NVAX Novavax Inc -10.87% V Visa Inc +1.16% BA Boeing Company -2.30% SQ Square -1.67% BAC Bank of America Corp -0.82% DIS Walt Disney Company -1.10% ROKU Roku Inc -0.28% SONO Sonos Inc +4.69% PYPL Paypal Holdings +1.23% SNAP Snap Inc -2.92% JPM JP Morgan Chase & Company -0.66% AMAT Applied Materials +1.38% MU Micron Technology +0.01% HD Home Depot +1.13% ABNB Airbnb Inc Cl A -2.74% PLTR Palantir Technologies Inc Cl A -1.61% C Citigroup Inc -1.38% WFC Wells Fargo & Company -1.91% MA Mastercard Inc +0.22% NFLX Netflix Inc +0.39% RBLX Roblox Corp Cl A -5.23% BRK.B Berkshire Hathaway Cl B +0.54% CRM Salesforce.com Inc -0.94% TMUS T-Mobile US -2.90% UNH Unitedhealth Group Inc +1.84% BIDU Baidu Inc ADR -3.86% ABBV Abbvie Inc +1.66% CVX Chevron Corp -1.02% EBAY Ebay Inc +1.66% XOM Exxon Mobil Corp -1.46% INTC Intel Corp -0.04% GM General Motors Company -1.30% TGT Target Corp +0.62% BKNG Booking Holdings Inc -3.29% CRWD Crowdstrike Holdings Inc -3.74% SNOW Snowflake Inc Cl A -3.21% PG Procter & Gamble Company +0.70% JNJ Johnson & Johnson +0.90% ZM Zoom Video Communications Cl A -1.92% JD Jd.com Inc ADR -4.57% NAOV Nanovibronix Inc +33.73% COIN Coinbase Global Inc Cl A -1.69% MELI Mercadolibre Inc -3.06% CSCO Cisco Systems Inc -0.34% TWLO Twilio -5.02% UBER -1.71% === August 13 Friday - Summary: Stocks SPY+0.2%, Bond TLT+1.6%, EEM-0.3%, Sm IWM-0.9%, SpecT ARKK-1.5% UoMich Consumer Sentiment shocked: 70.2 (e 81.6) from 81.2 prior: below April 2020 low of 71.8; largest monthly decline over the past 50 years: beyond Delta variant worries; also inflation and unemployment. Expectations 65.2 from 79.0. Boosted bonds sharply; but stocks still complacent, on biggest stimulus ever. 13F Quarterly fund holdings filings are due Monday; some trickling in tonight. IPOs r2: DATS Datchat 20% float of $0.06B MktCap social app. DRMA Derma 40% of $0.04B acne. SPACs: APMI AACI CENQ CLAY. SPAC M&A: MNTS Momentus $2B space infra, merged into SRAC. Earnings Movers by sector/impact: [Growth<] Tech XLK+0.6%: From y'day: PLTR=. glob+4%. crct-17%. lazr-1%. cybr+7%. alit+1%. dcbo+4%. csiq-7%. ltch-17%. mgic+11%. dsp-13%. Consumer Cyclical XLY-0.3%: dsey+4%. From y'day: arvl-9%. figs+1%. wish-20%. dds+2%. rsi-2%. grwg-12%. aeva-6%. xl-14%. Comm'c'n Service XLC+0.1%: From y'day: Disney DIS+1%. AirBnb ABNB+1%. DASH+3%. BIDU-4%. iq=. lz=. tkc=. ias+12%. mdp+2%. max-1% Healthcare XLV+0.6%: me-4%. From y'day: gdrx+4%. ogn+2%. cano-9%. sdgr=. abcl+18%. agti-8%. avir-11%. zntl+5%. seer+9%. blfs-6%. avxl+1%. ear-24%. dtil+12%. Consumer Staples XLP=: From y'day: flo+6%. utz-3%. ttcf-16%. Property VNQ+0.3%: - Utilities XLU+1%: From y'day: aqn= Industrials XLI-0.3%: erj+7%. From y'day: xmtr-13%. ctos-10%. pct-10%. Materials XLB+0.1%: From y'day: wpm+3%. pvg+17%. gevo-8%. Copper+0.6%. Lumber-2%. Alum+1.2%. Iron+2%. Gold+1.4%. Agri+0.3%. Energy XLE-1.2%: csan-2%. From y'day: eurn-2%. Oil-1.4%. NatG-1.6%. Financials XLF-0.7%: mara-3%. From y'day: BAM=. Rkt+10%. Sofi-14%. hut=. [>Value, Rate Polarities] World Stocks' Quarterly EARNINGS: Aug13Fri: R2 $400B MktCap (value): Dwni. Rosn. Ongc) Alrs. kbx. fujiy) sandsC) grasim) csan ntco quantC) skBio) c31) g1a. var1. dsey. mara erj me apoHo) hnst lorl lev lgC) yongtai) wynmy) hal) cellt) -TIMING: )Asia .Eu :EuPM ,UsAM 'UsPM -RANK: by MktCap x %Adjustments Fri turnover leaders: $150B~ value: (quiet) TSLA Tesla Inc -0.83% AMD Adv Micro Devices +3.70% AAPL Apple Inc +0.07% MRNA Moderna Inc -0.55% AMZN Amazon.com Inc -0.38% DIS Walt Disney Company +0.73% MSFT Microsoft Corp +1.07% NVDA Nvidia Corp +1.31% UPST Upstart Holdings Inc +14.01% BABA Alibaba Group Holding ADR -2.06% ABNB Airbnb Inc Cl A +1.03% FB Facebook Inc +0.14% AMC AMC Entertainment Holdings Inc +0.97% NVAX Novavax Inc +4.04% WISH Contextlogic Inc Cl A -20.19% MU Micron Technology +0.95% GOOGL Alphabet Cl A +0.38% BAC Bank of America Corp -1.16% NIO Nio Inc ADR -3.48% PFE Pfizer Inc +2.71% BA Boeing Company -1.57% GOOG Alphabet Cl C +0.05% CRM Salesforce.com Inc +1.25% BNTX Biontech Se ADR +0.40% CPNG Coupang Inc Cl A -1.08% HOOD Robinhood Markets Inc Cl A +4.57% PLTR Palantir Technologies Inc Cl A -0.24% EBAY Ebay Inc +7.45% DASH Doordash Inc Cl A +3.58% COIN Coinbase Global Inc Cl A +2.34% V Visa Inc +0.35% BIDU Baidu Inc ADR -4.60% JPM JP Morgan Chase & Company -1.11% SQ Square -0.31% ROKU Roku Inc -3.38% XOM Exxon Mobil Corp -0.96% AMAT Applied Materials +0.51% PYPL Paypal Holdings +0.12% LRCX Lam Research Corp -0.71% NFLX Netflix Inc +1.02% SOFI Sofi Technologies Inc -14.26% JNJ Johnson & Johnson +0.59% C Citigroup Inc -1.38% SNOW Snowflake Inc Cl A +1.83% SHOP Shopify Inc -0.35% U Unity Software Inc +1.44% MS Morgan Stanley -0.73% BRK.B Berkshire Hathaway Cl B -0.84% TGT Target Corp -0.13% SPRT Support.com Inc +7.68% QCOM Qualcomm Inc +1.03% WFC Wells Fargo & Company -1.52% GS Goldman Sachs Group -1.16% INTC Intel Corp -0.09% WMT Wal-Mart Stores +0.34% MA Mastercard Inc +0.21% DDOG Datadog Inc Cl A +3.96% X United States Steel Corp +3.13% DKNG Draftkings Inc -2.03% AXP American Express Company -1.46% HD Home Depot -0.81% AAL American Airlines Gp -2.94% VRTX Vertex Pharmaceutic -0.23% NUE Nucor Corp +0.69% GM General Motors Company -1.89% CVX Chevron Corp -0.67% F Ford Motor Company -2.23% SPCE Virgin Galactic Holdings Inc -2.27% GE General Electric Company -1.50% ZM Zoom Video Cl A -2.42% == August 12 Thursday - Summary: Stocks SPY+0.3%, Bond TLT-0.2%, EEM-0.9%, Sm IWM-0.3%, SpecT ARKK+0.4% Weekly Jobless -12k 375k, e383k. Weak $27B 30-yr Treasury Bond auction. PPI+1% e0.5% p1%, same as core; +7.8% YoY, core 6.2%. MXN rates 4.50%+0.25%. $1.09T record uptake of Fed's RRP Reverse RePo bank liquidity mopup. IPOs r1: SSBK 9% float of $0.2B Southern States Banc. SPACs: PPHP OXAC FTVI Ratings: MS cuts MU-6%, drags AMAT-4% LRCX-4 WDC-7%. Daiwa cuts V-1% MA-1% AXP-1%. Earnings Movers by sector/impact: [Growth<] Tech XLK+0.6%: PLTR+11% Palantir. lazr-6%. cybr+8%. alit+6%. ltch-6%. mgic+16%. dsp+6%. From y'day: app-3%. mq-9%. wix-3%. is+9%. bmbl+7%. azpn-12%. sono+7%. msp+5%. acva-11%. stem-10%. rxt-14%. arry+13%. Consumer Cyclical XLY=: arvl-7%. figs+3%. wish-4%. dds+5%. rsi+5%. grwg-17%. elms-5%. From y'day: NIO-3%. CPNG-8%. EBAY+1%. wen+3%. goos-3%. vrm-20%. hyzn+7%. invz-8%. fosl+9%. Comm'c'n Service XLC+0.2%: Disney DIS+1%> +6%AH. AirBnb ABNB+2%> -5%AH. DASH-1%> -4%AH. BIDU-3%. iq-7%. lz-4%. tkc+4%. ias-7%. mdp+5%. max-5% Healthcare XLV+0.8%: gdrx+15%. ogn+12%. cano+11%. sdgr-6%. verv-11%. avir-6%. blfs+4%. avxl+7%. ear-6%. dtil+12%. From y'day: Rprx+2%. lfst-46%. clov+11. prgo-4%. olk-5%. hae+1%. bli+1%. avah+6%. rvmd-11%. pcvx+5%. gbio-8%. Consumer Staples XLP=: celh-6%. utz-7%. arko+5%. From y'day: hims+11%. Property VNQ+0.3%: From y'day: Beke-5%. Utilities XLU+1%: aqn-2%. Industrials XLI-0.5%: From y'day: cae-3%. apg-5%. Materials XLB-0.1%: wpm-1%. pvg-3%. From y'day: Fnv=. Copper-0.5%. Lumber=. Alum-0.5%. Iron-3%. Gold=. Agri+0.8% WASDE boost. Energy XLE-0.1%: eurn-4%. Oil-0.4%. NatG-3.6%. Financials XLF+1.2%: BAM-1%. Rkt-1%. Sofi+3%> -11%AH. hut-7%. From y'day: goco-43%. root-19%. [>Value, IR Polarities] World Stocks' Quarterly EARNINGS: Aug12Thu: R10 $2,000B MktCap (value): DIS' ABNB' BAM, DASH' BIDU, PLTR, ZURN. HLAG. Dte. Hnhpf) Wuxay) Ctm) Hen3. Rcruy) Orsted. YihaiK) Tls) Stmn. Mtr) SgTel) Rwe. TtSt) Nzym. Sofi' Rkt' Br, Wpm' Mglu3 Lnngy) Gxyyy) Tosyy) Av. Gvc. gdrx midd glob iq ivn bap aqn crct arvl ogn lz cybr lazr nn. swray) sumRe) cpAll) otp. pko. mtn. demant. bpcl) qbe) cch. lumi. sanhua) ctc whgly) yamatoH) eicher) amer3 five. bc8. aeg. mgr) 1hh) s63) jfe) wish alit shc figs azek eslt mcw celh cano flo sdgr eye abcl dds viav g24. six2. fixp. lren3 tmicy) g13) rail3 nmdc) jianSp) agl) ndx1. tkc. xmtr oscr rlay zip grwg verv rsi dcbo agti ias csiq avir maps hytm zntl up pvg til seer ctos ltch mkfg aeva utz blfs mdp prld max ttcf eurn pct sndl rdcm pgti ear avxl hut opra owlt gevo sxi elms arko mmat xl kelya mgic swir blbd dtil dco pavm krt agfy -TIMING: )Asia .Eu :EuPM ,UsAM 'UsPM -RANK: by MktCap x %Adjustments Thur turnover leaders: $200B~ value: MRNA Moderna Inc +1.58% TSLA Tesla Inc +2.04% AAPL Apple Inc +2.08% AMZN Amazon.com Inc +0.35% AMD Adv Micro Devices -1.10% MU Micron Technology -6.37% PLTR Palantir Technologies Inc Cl A +11.36% MSFT Microsoft Corp +1.00% NVDA Nvidia Corp +1.05% BNTX Biontech Se ADR +4.13% UPST Upstart Holdings Inc +4.04% BABA Alibaba Group Holding ADR -1.64% AMC AMC Entertainment Holdings Inc +4.82% FB Facebook Inc +0.75% COIN Coinbase Global Inc Cl A -7.87% V Visa Inc -1.39% NIO Nio Inc ADR -3.41% GOOGL Alphabet Cl A +0.67% NVAX Novavax Inc +5.52% SHOP Shopify Inc +1.21% BA Boeing Company -0.55% AMAT Applied Materials -4.15% BAC Bank of America Corp +0.48% GOOG Alphabet Cl C +0.51% LRCX Lam Research Corp -4.11% CLOV Clover Health Investments Corp +10.82% SQ Square -0.92% DIS Walt Disney Company +0.67% JPM JP Morgan Chase & Company +0.39% PFE Pfizer Inc +2.01% SNOW Snowflake Inc Cl A +3.77% U Unity Software Inc +4.40% ROKU Roku Inc +0.08% MA Mastercard Inc -0.62% PYPL Paypal Holdings -0.66% OPEN Opendoor Technologies Inc +24.00% BIDU Baidu Inc ADR -3.23% WFC Wells Fargo & Company +0.97% ABNB Airbnb Inc Cl A +2.02% XOM Exxon Mobil Corp -1.71% C Citigroup Inc -0.23% DKNG Draftkings Inc +4.66% GS Goldman Sachs Group +0.27% CRM Salesforce.com Inc +2.52% WMT Wal-Mart Stores -0.63% SAVA Cassava Sciences Inc +10.40% CAT Caterpillar Inc -0.64% BRK.B Berkshire Hathaway Cl B -0.36% QCOM Qualcomm Inc +0.32% BDX Becton Dickinson and Company +2.26% ZM Zoom Video Communications Cl A +1.20% WDC Western Digital Cp -6.50% INTC Intel Corp -1.11% NET Cloudflare Inc Cl A +2.71% EBAY Ebay Inc +1.28% CPNG Coupang Inc Cl A -8.25% CCL Carnival Corp -2.63% UNH Unitedhealth Group Inc -0.44% GE General Electric Company +0.45% VRTX Vertex Pharmaceutic -0.23% NFLX Netflix Inc -0.33% HOOD Robinhood Markets Inc -6.04% UBER Uber Technologies Inc -0.81% ADBE Adobe Systems Inc +1.33% Symbol Name %Chg All US Exchanges PVolmSimplVw Symbol Name %Chg HD Home Depot -0.88% NUE Nucor Corp +2.05% W Wayfair Inc +2.09% AAL American Airlines Gp -3.77% BEKE Ke Holdings Inc ADR -1.11% SPCE Virgin Galactic Holdings Inc -5.19% === August 11 Wednesday - Summary: Stocks SPY+0.2%, Bond TLT-0.1%, EEM+0.2%, SmC IWM+0.5%, SpecT ARKK-0.2% CPI +0.5% in line (rises in shelter, food, energy, vehicles); core CPI, ex food and energy +0.3%, e 0.4%. YoY 5.4% flat; core CPI 4.3% from 4.5% prior: "peak inflation". $41 bln 10-yr note auction was strong; ahead of Thur main 30-yr bond auction. LUV+1% rebounded despite Q3 revenue warning, on Delta variant caution. Earnings Movers by sector/impact: [Growth<] Tech XLK=: app+2%. mq=> -9%AH. wix-17%. From y'day: COIN-3%. U+13%. bsy-3%. ymm+11%. iivi-1%. olo-4%. shls-2%. flyw=. task+22%. Consumer Cyclical XLY+0.3%: NIO-1%. CPNG+1%> -12%AH. EBAY+1%. goos-13%. hyzn-18%. invz+12%. From y'day: armk+2%. posh-17%. ww-25% miss, cut. plby-14%. Comm'c'n Service XLC+0.1%: From y'day: fubo+12%. tbla+3%. Healthcare XLV-1%: Rprx+1%. lfst-6%. prgo-13%. olk-6%. hae+7%. bli-9%. From y'day: Docs+33%. mrvi=. nari-15%. sgfy-4%. hrmy+1%. nnox=. fulc+8%. Consumer Staples XLP+0.3%: From y'day: Syy=. dar+2%. skin+9%. go-11%. lrn+8%. Property VNQ+0.5%: Beke-5%> -7%AH. Utilities XLU+1%: Industrials XLI+1%: cae-3%. apg-5%. From y'day: Tdg=. Materials XLB+1.4%: Fnv+1%. From y'day: paas+5%. Copper+0.7%. Lumber-2%. Alum+0.2%. Iron-2%. Gold+1.4%. Agri+0.4%. Energy XLE+0.8%: From y'day: chk+3%. Oil+1.3%. NatG-1.2%. Financials XLF+1.2%: goco-5%. From y'day: upst+26%. lpro+7%. step-66%. [>Value, Rate Polarities] World Stocks' Quarterly EARNINGS: Aug11Wed: R5 $900B MktCap (value): NIO) CPNG) EBAY HKXCY) CBAUY) BEKE) FoxconIn) Puk. Vws. Fnv App Wix Azpn Mq Is Bmbl Rprx Ad. Gmab. B3sa3' Jbss3' eoan. gmg) ttndy) spxsy. ptt) f34) ncsoft) rkuny) wanHai) lnvgy) abn. adm. tlx. bidi4 mru cae opn lfst rgld caci cohr prgo goos vrm wen atc apg sono msp ens avt acva olk payo rxt stem clov phnx. avst. evt. roo. ags. tka. ned. cib cere hae bli verx goco amwl dm ifs wkme rvmd arry loma btrs avah root duol hyln blnk hyzn ngms hims invz gbio pcvx radi arco thry atex stkl mnkd ride rapt ghld apph ftci raas adsl sttk dibs evgo mcf fsm -TIMING: )Asia .Eu :EuPM ,UsAM 'UsPM -RANK: by MktCap x %Adjustments Wed turnover leaders: $250B~ value: MRNA Moderna Inc -15.64% AMD Adv Micro Devices +1.13% AMZN Amazon.com Inc -0.86% AAPL Apple Inc +0.18% TSLA Tesla Inc -0.31% BNTX Biontech Se ADR -13.76% MSFT Microsoft Corp +0.18% COIN Coinbase Global Inc Cl A +3.24% NVDA Nvidia Corp -1.19% UPST Upstart Holdings Inc +26.18% FB Facebook Inc -0.32% NVAX Novavax Inc +1.78% BAC Bank of America Corp +1.26% MU Micron Technology -1.16% PFE Pfizer Inc -3.90% BA Boeing Company +1.57% SQ Square -0.73% AMC AMC Entertainment Holdings Inc -0.63% GOOG Alphabet Cl C -0.29% GOOGL Alphabet Cl A -0.39% WMT Wal-Mart Stores +0.89% BABA Alibaba Group Holding ADR -0.44% V Visa Inc -1.26% CAT Caterpillar Inc +3.55% PYPL Paypal Holdings +0.74% ROKU Roku Inc -2.65% WFC Wells Fargo & Company +2.08% JPM JP Morgan Chase & Company +1.19% NIO Nio Inc ADR -0.57% WIX Wix.com Ltd -16.96% C Citigroup Inc +1.81% SHOP Shopify Inc -2.67% U Unity Software Inc +13.25% CRWD Crowdstrike Holdings Inc -5.06% AMAT Applied Materials -2.35% ZM Zoom Video Communications Cl A -3.76% GS Goldman Sachs Group +1.45% MA Mastercard Inc -0.98% NUE Nucor Corp +3.91% ATVI Activision Blizzard +2.42% FUBO Fubotv Inc +11.10% HD Home Depot +1.67% LRCX Lam Research Corp -1.40% XOM Exxon Mobil Corp +0.29% SPCE Virgin Galactic Holdings Inc -12.67% INTC Intel Corp +0.37% BRK.B Berkshire Hathaway Cl B +0.81% ABNB Airbnb Inc Cl A +0.14% FULC Fulcrum Therapeutics Inc +7.62% COST Costco Wholesale +0.29% CRM Salesforce.com Inc -0.46% W Wayfair Inc +8.72% DIS Walt Disney Company +0.58% UBER Uber Technologies Inc -0.97% NET Cloudflare Inc Cl A -5.15% MELI Mercadolibre Inc +0.48% QCOM Qualcomm Inc +0.56% MS Morgan Stanley +1.80% GE General Electric Company -0.04% GM General Motors Company +0.02% NFLX Netflix Inc -0.67% AAL American Airlines Gp +1.38% ADBE Adobe Systems Inc +0.69% VRTX Vertex Pharmaceutic -0.62% HOOD Robinhood Markets Inc -5.10% NEE Nextera Energy +2.28% ABBV Abbvie Inc -0.96% SNAP Snap Inc +0.96% PLTR Palantir Technologies Inc Cl A -2.49% === August 10 Tuesday - Summary: Stocks SPY+0.1%, Bond TLT-0.5%, EEM+0.1%, SmC IWM+0.2%, SpecT ARKK-2.6% NFIB Small Business Optimism fell to 99.7 in July from 102.5. Productivity 2.3% in Q2 (e 3.4%, priorRev 4.3, prior 5.4); wages +1.0% (e 1.1% priorRev -2.8 prior 1.7%). Senate passes $1T infra bill, next to House: needs $3.5T budget passed as well. IPOs r3: ELYM Eliem 20% float of $0.4B pain neuro. SPACs: ASPA CPAA AHPA. Nasdaq uplist: PMCB $7B bio; BCTY $0.1B. CRDL $0.1B bio crosslist from TSX. BZ: ONCO3 30% of $3B MktCap cancer clinics. M&A r1: CP rail raises bid for KSU by 12%. Earnings Movers by sector/impact: [Growth<] Tech XLK-0.8%: COIN-4%. U-3%. bsy-1%. ymm+6%. iivi-4%. olo-4%> -5%AH. shls=> +5%AH. flyw+4%. task+4%. From y'day: TTD+8%. sqsp-9%. apps-7%. comp+4%. evbg-4%. appf-7%. sail-9%. crnc+4%. qlys+5%. evcm-5%. ddd+22%. api-1%. semr-6%. syke=. yala-19%. moon+10%. ceva-2%. Consumer Cyclical XLY-0.4%: armk-2%. posh-6%. ww+4%> -23%AH miss, cut. plby+6%. From y'day: sgms-4%. plnt+1%. ely-6%. prpl+7%. bark+1%. jout=. real-17%. Comm'c'n Service XLC-0.2%: fubo+3%> +12%AH. tbla+3%. From y'day: AMC-6%. Dish+2%. cabo+1%. adv-6%. sohu+7%. Healthcare XLV-0.2%: mrvi-6%> +10%AH. docs-1%. nari-7%. sgfy-10%. hrmy+13%. nnox-12%. fulc+125%. From y'day: BNTX-7%. Ste+1%. Vtrs=. elan=. osh-13%. bhvn-7%. swav-9%. reta-18%. crtx+22%! Alzheimer's progress. alhc-8%. drna-7%. bfly-2%. sdc-24%. Ino-11%. cstl-5%. arct+5%. blue+10%. pgen+7%. Consumer Staples XLP+0.7%: From y'day: Tsn+9% beat. chgg-5%. Property VNQ-0.3%: Utilities XLU+1%: Industrials XLI+1%: Tdg-1%. Materials XLB+1.5%: paas-1%. From y'day: Apd+1%. ntr+6%. Gold-4%. Copper+1.3%. Lumber-3%. Alum+1.2%. Iron+5%. Gold=. Agri+1.5%. Energy XLE+1.8%: chk+3%. Oil+2.3%. NatG+1.7%. Financials XLF+1%: upst-1%> +18%AH. lpro-5%. From y'day: BRK.B+1%. lu+6%. [>Value, Rate Polarities] World Stocks' Quarterly EARNINGS: Aug10Tue: R6 $1,000B MktCap (value): COIN' SFTBY) U' Syy, Tdg, Bsy, Ymm, Mcfe' Wsp Pah3. Muv2. Bpac11 Fltr. Bnr. Ihg. Hfg. Brdcy) Mrvi' Jhx. Zomato) nvei abrdn. lg. mng. dln. bwy. iwg. dwahy) iivi beam docs armk krnt olo shls fubo cpu) paas dar novt chk step nari sgfy lpro -TIMING: )Asia .Eu :EuPM ,UsAM 'UsPM -RANK: by MktCap x %Adjustments Tue turnover leaders: $250B~ value: MRNA Moderna -5.72% AMD Adv Micro Devices -1.02% AAPL Apple Inc -0.34% TSLA Tesla Inc -0.53% AMZN Amazon.com Inc -0.63% MSFT Microsoft Corp -0.66% PFE Pfizer Inc +4.81% AMC AMC Entertainment Holdings Inc -6.07% NVDA Nvidia Corp -1.77% BNTX Biontech Se ADR -6.87% MU Micron Technology -5.36% NVAX Novavax Inc +8.01% FB Facebook Inc -0.13% GOOGL Alphabet Cl A -0.08% BA Boeing Company +1.51% GOOG Alphabet Cl C +0.07% COIN Coinbase Global Inc Cl A -3.85% FULC Fulcrum Therapeutics Inc +125.33% BABA Alibaba Group Holding ADR +0.25% WMT Wal-Mart Stores +2.13% BAC Bank of America Corp +1.87% SHOP Shopify Inc -1.55% SQ Square -2.38% ZEV Lightning Emotors Inc +80.97% PYPL Paypal Holdings -1.36% V Visa Inc -0.80% MELI Mercadolibre Inc +6.99% ROKU Roku Inc -4.64% DDD 3D Systems Corp +21.48% SNAP Snap Inc -3.01% WFC Wells Fargo & Company +2.01% JPM JP Morgan Chase & Company +1.23% C Citigroup Inc +2.04% NIO Nio Inc ADR -2.19% GS Goldman Sachs Group +2.02% MA Mastercard Inc -0.77% SIVB Svb Financial Group -1.07% UBER Uber Technologies Inc +0.58% SBUX Starbucks Corp -1.31% TTD Trade Desk Inc +7.64% EOG Eog Resources -0.94% CRM Salesforce.com Inc -2.38% ZM Zoom Video Communications Cl A -2.81% NET Cloudflare Inc Cl A +1.65% NFLX Netflix Inc -0.79% DKNG Draftkings Inc -0.73% LRCX Lam Research Corp -3.64% CVX Chevron Corp +1.83% NUE Nucor Corp +9.58% ADBE Adobe Systems Inc -1.19% XOM Exxon Mobil Corp +1.71% CLF Cleveland-Cliffs Inc +5.05% PLUG Plug Power Inc +3.26% FSR Fisker Inc +21.56% HOOD Robinhood Markets Inc -5.09% DIS Walt Disney Company +0.20% X United States Steel Corp +4.74% BRK.B Berkshire Hathaway Cl B +0.60% CAT Caterpillar Inc +2.48% TGT Target Corp +0.63% AMAT Applied Materials -2.77% KSU Kansas City Southern +7.47% MS Morgan Stanley +1.29% GE General Electric Company +2.29% SPCE Virgin Galactic Holdings Inc -11.02% === August 9 Monday - Summary: Stocks SPY-0.3%, Bond TLT-0.4%, EEM+0.3%, SmC IWM-0.5%, SpecT ARKK+1.4% JOLTs Job Openings +10.073m fr om revised 9.483 mln (was 9.209m) last month. $1T infra bill nears passing, after tax compromise on crypto (BTC+7%) reporting exemptions for non-exchanges. MRNA+17% likely leads yearly CoV variant jabs. IPOs r1: US: 0; No SPACs. BZ: VVEO3+9% Viveo $1B hospital supplier. IN: Rolex Rings $0.4B.) M&A R7: DKNG+1% to buy GNOG+51%, for $1.5B shares, 53% premium. Cargill & Continental Grain (unlisted) to buy SAFM+7% Sanderson Farms $4B cash, 30% premium. BX Blackstone's REIT to buy WIR+17% $3B cash, 17% premium. Ratings: JEF ups TSLA+2% to Buy. EVR cuts DRI-4%. BoA cuts WYNN-3%. Capital: ZI-5% sold $0.6B equity. World Stocks' Quarterly EARNINGS: Aug9Mon: R8 $4,500B MktCap (value): BNTX, BRK.B (Sat), TTD, GOLD, AMC' ARAMCO. Dish, Apd, Ntr' Tsn, Ste' Vtrs, lu osh elan zlab chgg cura cabo cf pen sgms acm synh bhvn usfd sqsp swav plnt apps ely fsk comp halo evbg gtes apls he appf sail crnc reta kod allk qlys alhc tgna evcm api crtx hl. itsa4 sun) zshgy) chwrf) azj) hyq. eregl. ihc. gpsc) mrf) mpi. tifs. trkny. prva ddd sogo atco adv tptx nmi cbt enr door semr igms gbdc sdc itci hlio drnia ipar vrrm ese xl cmp baly bfly rckt rpay scpl hbm syke ruby ino yala orgo avya cstl rdnt prpl oust amrx var real bark rgnx arct brp wkhs snex fgen blue hrtx jout agen gol modn pgen vrtv bcei cmbm ceva atra hpk ccxi axsm vff iiiv ebix omer talk dht dsgn vuzi pntg kos stro ocul sohu plrx cyt vapo rna -TIMING: )Asia .Eu :EuPM ,UsAM 'UsPM -RANK: by MktCap x %Adjustments Earnings Movers by sector/impact: [Growth<] Tech XLK-0.3%: TTD-3%. sqsp+2%. apps-2%. comp+5%. evbg+1%. appf-1%. sail=. crnc+9%. qlys+3%. evcm-1%. ddd+2%. api+3%. semr+3%. syke+7%. ceva-4%. From y'day: nuan=. vnt+1%. Consumer Cyclical XLY-0.2%: sgms+9%. plnt-2%. ely+2%. prpl-3%. bark+4%. jout+3%. From y'day: Dkng+1%. Mga=. Nclh-1%. lea-3%. gt+1%. Comm'c'n Service XLC-0.2%: AMC+3%> +5%AH. Dish+1%. cabo=. sohu+4%. From y'day: Lbrda-1%. Lxsma-1%. amcx=. cnk-4%. gci-3%. Healthcare XLV+0.4%: BNTX+15% beats: 2nd best vax (also RNA) for Delta, after MRNA. Ste-1%. Vtrs+6%. elan-16%. bhvn-5%. crtx+47%! Alzheimer's progress. drna-13%. bfly+12%. blue-27% miss, FDA hold. From y'day: Cgc=. twst+2%. md-1%. repl-1%. xent+2%. Consumer Staples XLP+0.4%: Tsn+9% beat. chgg-5%. From y'day: spb+2%. Property VNQ-0.3%: From y'day: Vtr-2%. Utilities XLU+1%: From y'day: D=. aee+1%. Industrials XLI-0.4%: From y'day: Iep=. srcl-5%. bbu-2%. eaf-2%. tcgls+13%. Materials XLB=: Copper-1.5%. Lumber=. Alum-1.1%. Iron-4%. Gold-1.7%, Agri-0.6%. Energy XLE-1.2%: From y'day: cqp-2%. lng=. tpl+1%. den+2%. mur+2%. crc+10%. Oil-2%. NatG-2%. Financials XLF+0.3%: From y'day: esnt+4%. [>Value, Rates Polarities] Mon turnover leaders: $200B~ value: MRNA Moderna +17.10% AMD Adv Micro -2.30% TSLA Tesla +2.10% AMZN Amazon -0.09% AAPL Apple -0.03% BNTX Biontech +14.97% MSFT Microsoft -0.39% NVDA Nvidia -0.35% SQ Square +1.68% BABA Alibaba -0.58% FB Facebook -0.52% AMC +3.36% COIN Coinbase +8.60% GOOGL Alphabet +0.87% BAC BoA +1.30% NVAX Novavax +12.24% SHOP Shopify +1.63% ROKU Roku +1.60% HOOD Robinhood +3.31% PFE Pfizer +2.02% DKNG Draftkings +1.49% NIO +3.12% RBLX Roblox +9.74% ZI Zoominfo -4.96% MSTR Microstrat +2.54% PLUG Plug Power +8.80% MU Micron -2.18% XOM Exxon -1.14% BTBT Bit Digital -7.12% SNAP +2.86% RIOT Riot Blockchain +8.18% CVX Chevron -1.67% GM -2.00% LLY Eli Lilly +1.41% MS +1.01% UBER Uber -2.33% ELAN Elanco -16.09% PLTR Palantir +5.09% SAFM Sanderson Farms +7.41% TTD Trade Desk -3.24% IBM -1.97% MARA Marathon Digital +5.05% GNOG Golden Nugget Online Gaming +50.77% AAL American Air -2.19% SPCE Virgin Galactic +5.51% APD Air Products -5.18% UAL United Air-2.46% CVNA Carvana +3.09% ETSY Etsy +2.66% FUTU +7.89% PTON Peloton +3.45% WORX Scworx +18.63% ANY Sphere 3D +11.11% W Wayfair +5.69% BEKE Ke +15.48% NET Cloudflare +3.88% CLF Cleveland-Cliffs +3.12% UPST Upstart +3.83% NUE Nucor +3.33% VIAC Viacom -2.92% DRI Darden -4.47% WYNN -2.79% PDD Pinduoduo +6.00% JD Jd.com +3.08% X US Steel +4.32% DAL Delta Air -2.55% MTCH Match -3.20% MAR Marriot -3.16% SAVA Cassava +8.90% BYND Beyond Meat +5.20% TSN Tyson Foods +8.69% RNG Ringcentral +6.43% FSLY Fastly +6.79% NTLA Intellia Thera -4.20% LSPD Lightspeed -4.63% BILI Bilibili +4.22% FVRR Fiverr +5.89% ==== August 6 Friday - Summary: Stocks SPY+0.2%, Bond TLT-1.7%, EEM-0.9%, SmC IWM+0.6%, SpecTc ARKK-2% US Jobs 943k est 860k; prevR 938k; prev 850k) US Unemployment Rate Jul: 5.4% est 5.7%; prev 5.9% US wages 0.4% est 0.3%; prevR 0.4%; prev 0.3% US wages YoY: 4.0% est 3.9%; prevR 3.7%; prev 3.6% Labour slack: 75% of preCoV jobs recovered Participation Rate: 61.7% (prev. 61.6%; pre-CoV 63.2%) Employment-population ratio: 58.4% (prev. 58.0%; pre-CoV 61.1%) U6 Underemployment rate: 9.2% (prev. 9.8%; pre-CoV 7.0%) & CAD Net Change In Employment Jul: 94k (est 150k; prev 231k) Gold-2.2% Bond-1.2% NQ-0.3% €-0.5%. IPOs R11! ADIO Adagio 5% of $2B vax bio. SPACs: RVAC ROCG NOVV. KR: Kakao[e-]Bank $30B (1,000x oversubscribed). IN: Glenmark Life Sci $1.2B. M&A r5: Clearlake Capital PE to buy CSOD $5B cash, 15% premium. MDT to buy XENT $1B cash, 15% premium. SPACs: EQRX 50% of $4B, will merge with CMLT. Earnings Movers by sector/impact: [Growth polarity <] Tech XLK-0.1%: nuan=. vnt+3%. From y'day: Ddog=. Net-2%. Mst+3%. Epam+1%. Nice-3%. Cgnx-5%. Avlr=. Dbx+2%. Lspd+1%. otex+1%. run-9%. pcty+10%. oled-10%. cflt+10%. appn-7%. vmeo-17%. brks-6%. altr+1%. stmp-5%. bigc-11%. swch+20%. feye-17%. frog-13%. vsat-1%. onto+9%. comm+11%. itri+7%. ramp+22%. ssys-3%. cndt+9% lasr-6%. Consumer Cyclical XLY-0.7%: Dkng+2%. Mga-1%. Nclh+3%. lea=. gt+6%. From y'day: CVNA+3%. Aptv+2%. W-4%. Expe-8%. Bll+5%. Penn-1%. Fvrr-4%. seas+2%. yeti-3%. hbi+2%. tmx-2%. trip-2%. fsr-7%. adnt+4%. bwmx-11% cars+1%. prts+17%. Comm'c'n Service XLC-0.2%: Lbrda-1%. Lxsma+1%. amcx+6%. cnk+2%. gci+14%. From y'day: ZG-6%. BCE=. Viac=. Nwsa-1%. Znga-18%. vg-1%. ihrt-17%. mgni+10%. gast+1%. wow+5%. gogo+3%. grpn-25%. Healthcare XLV=: Cgc=. twst-11%. md+9%. repl-10%. xent+12%. From y'day: MRNA-1%. NVO-4%. ZTS-1%. ILMN-4%. REGN+1%. Bdx-1%. Ci+1%. Nvax-20%. Bgne-4%. Abmd-1%. cah+1%. xray+1%. ntla+1%. ntra-2%. mrtx-8%. qdel-13%. ameh-14%. amn=. pgny-13%. mpln=. iova-2%. arna-2%. cvet-11%. bcrx=. ahco+1%. axnx+10%. pbh+4%. rcus-11%. cldx=. amrn+1%. om+2%. ymab-22%. auph+23%. cdxs+12%. Consumer Staples XLP=: spb-4%. From y'day: Mnst+5%. K+1%. Bynd+2%. nomd=. vgr=. hmhc-3%. brbr-8%. imkta+9%. Property VNQ+1.2%: Vtr-3%. From y'day: amh-1%. irm+2%. reg+2%. cold-4%. rdfn-8%. pk+1%. Utilities XLU+1%: D=. aee+1%. From y'day: Duk+%. sre+2%. ed+1%. aes+5%. Industrials XLI+0.5%: Iep=. srcl-5%. bbu-2%. eaf-2%. tcgls+13%. From y'day: TRI=. Ph-1%. Plug=. pwr=. tsp-10%. wms=. Spce+6%. mtz-6%. roll-6%. wcc+3%. aaon+6%. swim-5%. Materials XLB+1.4%: Apd-5%. Ntr+1%. Gold-1%. cf+2%. From y'day: Ctva+1%. Iff+2%. bak+1%. Mp+5%. lthm+2%. tmst+6%. Copper+0.2%. Lumber+5%. Alum-0.3%. Iron-3%. Gold-2.5%, Agri+0.6%. Energy XLE+1%: From y'day: Eog-2%. Cnq-2%. cqp+2%. lng+1%. tpl=. den-3%. mur-1%. crc-1%. Oil-1.2%. NatG-0.7%. Financials XLF+2%: esnt+4%. BRK.B+0.5%. lu-5%. From y'day: Aig+2%. y=. pri+1%. trup+3%. bhf-1%. [> Value, Rates Polarities] World Stocks' Quarterly EARNINGS: Aug6Fri: R7 $1,500B MktCap (value): ALV. LSE. MAERSK. VNA. ING. NTT) Tkomy) Dkng Cgc D Lbrda Lxsma Nclh Vtr Mga Iep Nuan Afx. Lsrcy) Putailai) Rea) HindAl) somly) msady) otp. ssmxy) nilsy. otsky) asusT) mitey) ahksy) smmyy) bpcl) pow 4fg) 1cov. ag1. hik. sail) cron lea aee mgp neo twst vnt gt flr amcx cnk spb qrtea accto) kajmy) esnt road nmrk srcl dtm md eaf bbu eaf md modv repl ssp paya alvr tgls vivo tile xent amr ocgn -TIMING: )Asia .Eu :EuPM ,UsAM 'UsPM -RANK: by MktCap x %Adjustments Fri turnover leaders: $250B~ value: AMD Adv Micro Devices -1.99% TSLA Tesla Inc -2.17% AMZN Amazon.com Inc -0.92% MRNA Moderna Inc -0.61% AAPL Apple Inc -0.63% MSFT Microsoft Corp -0.02% NVDA Nvidia Corp -1.31% FB Facebook Inc +0.15% NVAX Novavax Inc -19.61% ROKU Roku Inc -2.98% SQ Square -2.38% GOOGL Alphabet Cl A -0.38% BABA Alibaba Group Holding ADR -1.45% BAC Bank of America Corp +2.90% BNTX Biontech Se ADR -3.93% JPM JP Morgan Chase & Company +2.84% GOOG Alphabet Cl C +0.07% EXPE Expedia Group Inc -7.92% AMC Amc Entertainment Holdings Inc -2.42% PYPL Paypal Holdings -0.40% C Citigroup Inc +1.98% DKNG Draftkings Inc +2.20% NIO Nio Inc ADR -3.86% WFC Wells Fargo & Company +3.79% GS Goldman Sachs Group +3.54% COIN Coinbase Global Inc Cl A +1.08% BA Boeing Company +0.60% BRK.B Berkshire Hathaway Cl B +1.93% BTBT Bit Digital Inc +10.94% SPCE Virgin Galactic Holdings Inc +5.84% MU Micron Technology +0.63% CVNA Carvana Co. Cl A +2.57% ZM Zoom Video Communications Cl A -3.82% GE General Electric Company +1.46% UBER Uber Technologies Inc +2.81% BYSI Beyondspring Inc +23.82% V Visa Inc +0.50% SHOP Shopify Inc -1.33% INTC Intel Corp +0.06% CSCO Cisco Systems Inc -0.30% BKNG Booking Holdings Inc -1.12% NFLX Netflix Inc -0.83% CRM Salesforce.com Inc +0.01% MSTR Microstrategy Cl A +4.63% DIS Walt Disney Company +0.24% WMT Wal-Mart Stores -0.18% MS Morgan Stanley +1.94% PFE Pfizer Inc +0.02% HD Home Depot -0.98% PLUG Plug Power Inc -0.38% XOM Exxon Mobil Corp +1.15% PG Procter & Gamble Company -0.76% QCOM Qualcomm Inc -0.37% KXIN Kaixin Auto Holdings +89.22% CI Cigna Corp +1.50% SNOW Snowflake Inc Cl A +0.18% SNAP Snap Inc -1.73% GM General Motors Company +1.12% ZNGA Zynga Inc Cl A -18.22% UNH Unitedhealth Group Inc +0.96% SBUX Starbucks Corp +0.02% ATVI Activision Blizzard +2.63% === August 5 Thursday - Summary: Stocks SPY+0.6%, Bond TLT-0.5%, EEM-0.2%, SmC IWM+1.8%, SpecTc ARKK+2% Weekly Inital Jobless -14k to 385k (e 375k). Continuing claims -366k to 2.93m, lowest since March 14, 2020. UK BoE rate steady, but taper once rate hits 0.5%. Vax stocks boom, as booster shot rollout is likely to begin from September. BZ raised Selic S/T rate 1% to 4.25% (17ET: BRL bounced +2% AH; fell -5% on Fri. IPOs R6: WEBR+18% 3% (tiny) float of $7B MktCap BBQs. EWCZ+26% Eur Wax Ctr 10% of $1B. (Uplist: OBT Orange County Bancorp 20% of $0.15B. No SPACs) Postponed: CDRE Cadre 25% of $6B PPE. WCGC 12% of $6B clinical trials. M&A: QCOM $5B bid for VNE, tops MGA's. PENN+6% buys SCR+80% $2B, 80% premium. MCO to buy RMS $2B climate risk. NYCB/FBC $2B approved for Q4 Capital: HOOD-27% files stock offer of backers' equity: $3B CB debt. Ratings: TCEHY new GS Conviction Buy. WFC ups WMT+2%. Twitter, Reddit: DDOG ENSC SCR FVRR ASTR SQ FSLY COIN PENN DDOG MRNA AMD BTBT TSLA DOCN CMRX FB NVDA EBON ROKU UPST CRM SNAP SOS TLRY MELI MSTR Spec: BTC+2% ETH+6% COIN+5% GLXY+4% TSLA= NIO+1% SPCE+2% SQ+6%; AMC+12% GME+4% SOFI-2% BYND-1% CIBR-1% LIT= TAN-1.5% MJ+3.5%. Earnings Movers by sector/impact: Tech XLK+0.6%: Ddog+15%. Net+1%> -5%AH. Mst=. Epam+4%. Nice+2%. Cgnx+1%. Avlr+1%> +9%AH. Dbx=. Lspd+7%. otex+1%. run+1%. cflt-3%. altr+3%. bigc+3%. frog+6%. vsat+8%. comm-21%. itri-26%. ssys+11%. From y'day: UBER+3%. Anss=. Hubs+12%. Cdw+1%. Qqrvo=. Wdc+3%. Trmb+3%. Flt+5%. Cday-1%. dxc-8%. gddy-12%. fsly-10%. vzio+3%. qtwo-6%. klic+14%. ccmp-14%. sitm+31%. alkt+2%. eght-4%. sitm+2%. maxr-14%. ping-8%. plus+8%. camt+4%. acls+13%. spns+4%. ospn-24%. Consumer Cyclical XLY+0.9%: CVNA+2%> +9%AH. Aptv-4%. W+10%. Expe+5%> -5%AH. Bll+2%. Penn+9%. Fvrr-24%. seas+17%. yeti+5%. hbi+6%. tmx-9%. trip+5%. fsr+5%. adnt-7%. cars+10%. From y'day: BKNG+6%. MELI+14%. GM+1%. Etsy-10%. Rcl+8%. Mgm+6%. Hmc=. wynn+8%. bwa-1%. rvlv-15%. ftdr-12%. med-9%. lesl-7%. ptve+3%. boot+6%. fun+6%.evri+1%. plya+9%. tup+9%. acel+6%. mod-15%. Commc'n Service XLC+0.9%: ZG=. BCE+2%. Viac+7%. Nwsa+2%> +4%AH. Znga-1%> -15%AH. vg+4%. mgni+4%. gast+6%. gogo+12%. From y'day: ROKU-4%. EA-2%. Foxa+6%. Iac=. nyt+1%. pltk+9%. angi+5. lilak+11%. tigt+13%. sbgi+3%. Industrials XLI+0.5%: TRI+6%. Ph-1%. Plug=> +8%AH. pwr+4%. wms-5%. wcc+5%. swim-18%. From y'day: Emr+1%. Tt-3%. Hwm+3%. wcn-1%. site+2%. adt-12%. clh=. rcii=. Be+4%. aeis+2%. cpa+11%. psn+4%. bdc-4%. tgi+6%. rgr+5%. ccrn+25%. Healthcare XLV-0.4%: MRNA-1%. NVO+5%. ZTS=. ILMN-2%. REGN+4%. Bdx-5%. Ci-11%. Nvax+5%> -10%AH. Abmd+5%. cah-14%. xray-7%. ntla+12%. ntra+4%. mrtx+4%. amn+5%. mpln-6%. iova+5%. arna+5%. bcrx+9%. ahco+16%. axnx-5%. pbh+6%. cldx+6%. amrn+9%. om-5%. From y'day: CVS-2%. Mck-3%. Abc-3%. Crl-2%. hznp-1%. ttxg-5%. agl-6%. uthr=. fate+11%. staa+20%. amed-22%. lhcg-12%. srpt+16%. chng+1%. adpt+1%. edit+18%. nvro-22%. allo+7%. acad-9%. bngo+6%. zyme+8%. sgry+2%. ingn-27%. Financials XLF+1.3%: Aig+3%. y+2%. pri+2%. bhf+6%. From y'day: Met+3%. All-1%. mfc+2%. slf=. eqh+4%. wu+1%. lnc+7%. lmnd-11%. Virt+6%. mtg+4%. bgcp+10%. bcor=. Materials XLB-0.1%: Ctva=. Iff=. bak-5%. lthm+6%. From y'day: Alb+6%. Vmc-1%. Smg-1%. btg-4%. ssrm-1%. eqx-5%. tse-4%. iag-4%.cenx-19%. hcc-5%. Copper+0.2%, Lumber-7% limit again, Alum+1%, Iron-5%, Gold-0.4%, Agri+0.5%. Energy XLE+1.1%: Eog=. Cnq+1%. cqp-1%. lng=. tpl+2%. den+7%. mur+6%. From y'day: Mpc+4%. Mplx-2%. Mro+7%. apa+2%. vvv+1%. hfc+3%. Regi+7%. pdce-2%. gel-1%. dnow-2%. Oil+1.9%. NatG=%. Consumer Staples XLP+0.5%: Mnst=. K+1%. Bynd-1%> 4%AH. nomd+5%. vgr+9%. hmhc+17%. imkta+9%. From y'day: COST+2%. Khc=. nus+5%. cent+3%. twnk+5%. elf+6%. mgpi+3%. Property VNQ+1.2%: amh+1%. irm+2%. reg+4%. pk+7%. From y'day: JLL+3%. expi+5%. Iipr+1%. Cigi-1%. expi+5%. ryn+4%. hhc+7%. mac+7%. Utilities XLU+1%: Duk+%. sre+2%. ed+1%. aes+5%. From y'day: exc+2%. etr+3%. wtrg+3%. World Stocks' Quarterly EARNINGS: Aug5Thu: R11 $4,500 MktCap (value): MRNA, NVO. SIE. MKKGY. ZTS, ILMN' REGN, TRI, GLEN. DPW. CVNA' Bayn. Ntdoy) Dbs) Crary. Aig' Ci, Bdx, Rmd' Net' Msi' Zg Epam, Eog, Duk, Mnst' Expe' Aptv, Ph, Cnq, Ddog, Iac, Ctva' Nvax' Plug' Dbx' Znga' Bynd' Spce' Fvrr, Addyy. Bce, Sre, Tech, W, Iff' K, Nwsa' Otex' Cgnx' Fnd' Avlr' Csu' Zal. Scmn. Kbc. Ckhuy) Mkn2) Bei. Con. Erf. Sy1. Wpp. Evk. Nice. Raa. Mp Bldp run cah bll podd abmd xray pcor bki lspd cflt penn pwr pcty oled axon g arw yeti bery tsp itts hii voya ed mtz cqp lng bip pba wrk aes evrg cnp lnt amh ath gh ntra ntla trgp tpl bldr appn four brks jcom frog vmeo xlrn bl arwr foxf xec hbi docn stmp tdc gil tmx ameh chh rba qdel cwk rdfn roll altr bigc syna feye trip trup swch itri fls fls exel irm bep y wms fsr lamr nrg ver stor cold vst pnw bak sem vir pgny amn mdu wsc pri mpln nfe nfg post wcc al nomd pk amrs cert alrm lope env mgni seas pzza shak vsat glpg golf aciw becn diod arna vg ihrt iova ibp focs nsit ccoi carg adnt hl cvet den onto comm mur csod aaon ktb bcrx lthm itri ahco flgt band lgf laur cyrx cnne spxc sfm yelp axnx insm pbh nvmi prmw usm swim vldr fold ramp azul hcat cytk gsat frta mdrx epc himx crc gkos rcus cvco cldx vgr ths gtn rvnc irwd prta idcc pqg qtrx aaww sblk gsbd amrn wow atsg core bgs ngm om bwmx dlx gcp hmhc eb acmr ymab tgh bv gpro usph auph erf cdxs mdgl sgmo tpic tmci ssys irtc shyf ten bkd gpor cdnt gden din lasr kids jynt brbr gogo kura imkta cnxn kamn vxrt gdyn vray nog arqt endp oesc agm apr grpn -TIMING: )Asia .Eu :EuPM ,UsAM 'UsPM -RANK: by MktCap x %Adjustments Thu turnover leaders: $250B~ value: AMD Adv Micro -5.41% MRNA Moderna -0.67% TSLA Tesla +0.52% AMZN Amazon +0.63% AAPL Apple +0.07% SQ Square +5.78% NVDA Nvidia +1.79% HOOD Roobinhood -28% ROKU Roku -4.01% MSFT Microsoft +1.05% FB Facebook +1.13% AMC Amc Entertnmt +12.30% BNTX Biontech Se ADR -2.30% UBER Uber +3.01% NVAX Novavax +5.54% GOOGL Alphabet +0.83% MELI Mercadolibre +13.76% PYPL Paypal +1.88% FSLY Fastly -10.35% ETSY Etsy -9.74% BABA Alibaba -0.71% BA Boeing +1.46% CI Cigna -10.92% DIS Disney +2.39% GM +3.26% DDOG Datadog +15.26% COIN Coinbase +4.56% NIO +1.13% UNH Unitedhealth 2.46% PENN Penn Natl +9.09% ZY Zymergen +75.15% JPM +1.26% ZM Zoom Video -0.47% BAC BoA +1.96% NFLX Netflix +1.46% SNAP Snap+0.55% WFC Wells F +1.82% CRM Salesforce +2.62% WMT Wal-Mart +1.86% V Visa Inc +1.50% SHOP Shopify -0.64% W Wayfair +10.00% MU Micron -0.60% PFE Pfizer -0.29% QCOM Qualcomm -0.94% ZI Zoominfo +9.87% FVRR Fiverr -24.08% BRK.B Berkshire +0.51% C Citigroup +1.71% REGN Regeneron +3.70% BKNG Booking +5.85% MA Mastercard +1.07% SCR Score Media &Gaming +79.93% CVS CVS 1.84% BTBT Bit Digital +21.04% AAL American Air +7.51% XLNX Xilinx +4.39% XOM Exxon +0.63% PBR Petrobras +9.21% GE +0.11% MSTR Microstrat +6.66% F Ford +2.93% INTC Intel -0.02% CVX Chevron +0.93% VIAC Viacom +7.12% HUBS Hubspot +11.86% CCL Carnival +7.18% VALE -3.27% EXPE Expedia +5.51% UPST Upstart +4.06% WYNN Wynn +8.33% MTCH Match -2.76% ANTM Anthem -4.78% DAL Delta Air +4.28% NVRO Nevro -22.19% BDX Becton Dickinson -4.58% NTLA Intellia Thera +12.40% UAL United Air +4.33% SAVA Cassava +15.10% ALB Albemarle +5.70% LYFT Lyft +5.83% RCL Royal Caribbean +7.50% CAH Cardinal Health -14.26% LVS Las Vegas Sands +4.92% SPG Simon Property Group +4.14% RNG Ringcentral -3.77% GDDY Godaddy -12.43% MGM +6.44% NCLH Norwegian +6.99% NTES Netease -5.71% ENPH Enphase -5.40% AMED Amedisys -21.91% WIX -6.92% CZR Caesars +6.48% === August 4 Wednesday - Summary: Stocks SPY-0.4%, Bond TLT+0.2%, EEM+0.5%, SmC IWM+1.3%, SpecTc ARKK+2% ISM Non-Manuf'g 64.1%, e 60.5%, prior 60.1%: pent-up demand vs labor and product bottlenecks. Weekly crude oil inventories +3.63m bbl; -4.09m prior. ADP jobs +330k private payrolls in July, e 650k; June revised to 680k from 692k. ADP miss (=> Fri Jobs data now e850k) and EIA miss, hurt Oil and Cyclicals. BNTX+18% BioNTech highs: FDA to approve vax. NVAX+19% on EU contract. New-variant vax-boosters will come fastest from RNA leaders: BNTX MRNA+8%. F-5% Ford July sales -32%. GM-9% LYFT-11% slump on weak guides. HOOD+50%! hit $85 (3 halts) from $38 IPO Thur: Reddit memes buzz, options began trading. IPOs r0: SPACs: BWCA AMCI. Recent supply flood & Robinhood indigestion. M&A r8: VICI REIT to buy MGP $17B in shares, 11% premium. Unicorn II Holdings PE to buy NFH CN hospitals $2B cash, 28% premium KIM REIT closes $4B shares buy of WRI. Spec: BTC-3% ETH-1% COIN+6% GLXY+8% TSLA= NIO+1% SPCE-2% SQ-3%; AMC-11% GME-4% SOFI+8% BYND= CIBR+0.2% LIT+4% TAN-0.1% MJ-2.6%. Earnings Movers by sector/impact: Tech XLK+0.2%: UBER-2%> -5%AH. Anss=. Hubs+1%> +3%AH. Cdw+2%. Qqrvo-1%. Wdc-2%. Trmb-1%. Cday+2%. dxc-3%. gddy-1%. fsly-4%. vzio-3%. alkt+2%. eght-4%. sitm+2%. maxr-4%. camt+6%. spns+8%. From y'day: FIS-1%. MCHP=. Zbra+2%. Rng-4%. It-1%. Lyft-11%. Payc+11%. Akam-6%. Fico-2%. Ldos-1%. Ipgp+1%. lscc=. swi-9%. dnb=. wk+8%. ncr-9%. newr+15%. ayx-13%. spwr-9%. evtc+6%. ocft-27%. skyt+20%. Consumer Cyclical XLY-1%: BKNG-3%> +3%AH. GM+1%. MELI=> +6%AH. Etsy+6%> -14%AH. Rcl-2%. Mgm+1%. wynn-4%. bwa-5%. rvlv-3%. ftdr-3%. ptve-3%. boot-3%. evri-8%. tup+4%. From y'day: BABA+2%. MAR-3%. Czr-2%. ua+5%. rl-2%. nkla+4%. see-1%. h-4%. lgih-2%. igt-5%. cwh+7%. sky-4%. oi-4%. kar+8%. denn+6%. Commc'n Service XLC+0.3%: ROKU+1%> -9%AH. EA=. Fox-1%. Iac=. nyt+8%. pltk+4%. sbgi+4%. From y'day: ATVI+2%. Mtch-5%. Wmg-3%. lyv+1%. disca+2%. lumn-9%. sklz-11%. cdlx-28%. avid-24%. Industrials XLI-1.3%: Emr-1%. Tt-3%. Hwm-7%. wcn=. site+8%. adt-1%. clh+3%. rcii-4%. Be-4%. aeis-12%. psn-15%. bdc+9%. tgi-13%. From y'day: LHX-1%. Etn-1%. Cmi-1%. Vrsk-1%. ame-1%. xyl-1%. j-1%. expd-1%. iaa-5%. bld-1%. car-17%. nvt-1%. aqua+2%. mrcy-12%. Healthcare XLV-0.4%: CVS-3%. Mck+1%. Abc+1%. Crl+1%. hznp+8%. ttxg+4%. agl+2%. uthr+14%. fate+3%. chng-5%. adpt+4%. edit+9%. sgry-15%. ingn+5%. From y'day: LLY+3%. AMGN-6%. Zbh-4%. Wat+1%. Alny+3%. incy-1%. jazz-10%. hsic-4%. dva+9%. bhc-5%. nvta+8%. nvst+6%. bhg+11%. insp+13%. Sava+4%. omi-9%. mygn+14%. gbt+20%. dcph+10%. cers+21%. Financials XLF-0.8%: Met-2%. All-1%. mfc=. slf=. eqh-3%. wu-3%. lnc-3%. lmnd+3%. Virt-5%. mtg-2%. bgcp-5%. bcor-7%. From y'day: KKR+2%. Pru-2%. Wltw-1%. Ben=. Xp+8%. hli+2%. rga+5%. unm-9%. ldi-3%. Materials XLB-1%: Alb=. Vmc-1%. Smg-7%. btg-2%. ssrm+4%. cenx-9%. hcc-5%. From y'day: Dd=. fmc-8%. wlk-4%. tx+3%. krw-4%. bcc+1%. mtrn+2%. Copper-1%, Lumber-7% limit, Alum-1%, Iron-2%, Gold=, Agri-0.5%. Energy XLE-2.7%: Mpc-3%. Mplx-1%. Mro-4%. apa-5%. vvv-2%. hfc-3%. pdce-4%. gel-12%. dnow-16%. From y'day: BP-2%. COP-3%. Psx-6%. Oxy-3%. dvn-4%. et-5%. oke=+1%. mgy-5%. dkl-7%. cpe-17%. tell-18%. Oil-3.3%. NatG+2.2%. Consumer Staples XLP-1.3%: COST=. Khc-5%. nus-4%. cent-6%. mgpi+11%. From y'day: Clx+1%. Property VNQ-0.3%: JLL+9%. expi+35%. Iipr=> +2%AH. Cigi+2%. ryn-5%. mac-5%. From y'day: Psa-1%. peak+1%. hst-4%. lsi=. Utilities XLU-0.2%: exc-1%. etr=. wtrg=. From y'day: peg=. wec=. World Stocks' Quarterly EARNINGS: Aug4Wed: R11 $4,000 MktCap (value): TM) SONY) SFTBY) BKNG' GM, UBER' MELI' ROKU' CVS, EA' ISP. PBR' Hmc) Sbin) Ocbc) Uob) Itocy) Emr, Mpc, Met' Tt, Anss' Khc, Mck' Hubs' Apo, Etsy' Cdw, Alb' Qrvo' Wdc' Crl, Rcl, Vmc, Enr. Wkl. Lgen. Sampo. Unicy) Trumf) Abc Trmb All Mfc Flt Fxa Txg Mgm Cday Hwm Iac JLL Smg Dxc Bdory' Tw. adaniG) gddy dx wynn wcn slf mplx hznp etr bwa mro uhal agl mkl wu bfam pltk rpd angi nyt apa Iipr Cigi Virt Fsly Be emtk) qtwo gmed tndm amed nxst staa vvv srpt rvlv stn adpt eqh ions wts ato wtrg hfc ccmp lesl mtg spr sum vzio ftdr swtx icui rcii klic onem lnc ni ugi adt frt dcp orcc ocdx clh nvro ryn hhc hr btg ora doc sbra pdce atrc acad med flow mntv hi psn aeis ulcc ghc allo edit ssrm mac sgry nstg alkt regi eght nus odp sitm ptve aca crto bdc boot fun maxr mwa jack vcel cmp sbgi ptgx evop eqx ttgt tse morf twnk two bgcp evrii evh ping cswi xmcr ingn centa mtdr foe camt Bngo alg csii zyme supn mgpi spns fdp elf rgr aste iag plus cenx -TIMING: )Asia .Eu :EuPM ,UsAM 'UsPM -RANK: by MktCap x %Adjustments Wed turnover leaders: $300B~ value: AMD Adv Micro +5.52% MRNA Moderna +8.42% HOOD Robinhood +50%! TSLA Tesla +0.17% AAPL Apple -0.28% AMZN Amazon -0.34% BNTX Biontech +17.80% BABA Alibaba +1.69% FB Facebook +2.19% NVDA Nvidia +2.32% MSFT Microsoft -0.21% GM -8.91% NVAX Novavax +18.69% SQ Square -1.14% AMC -11.16% MU Micron +1.39% BYSI Beyondspring +176.01% GOOGL Alphabet -0.37% ZM Zoom Video +6.86% BA Boeing -1.07% PFE Pfizer -1.07% ADI Analog Devices +2.31% PYPL Paypal +0.73% NIO +1.17% XLNX Xilinx -1.25% BAC BoA -0.73% AMGN Amgen -6.46% SNAP Snap +4.80% ATVI Activision +2.12% V Visa -0.18% UBER Uber -2.29% GE -0.15% JPM -1.08% SNOW Snowflake -3.94% ROKU Roku +0.60% ZI Zoominfo +7.26% CVS -2.92% LYFT -10.56% XOM Exxon -2.34% F Ford -4.99% MA Mastercard +0.11% SHOP Shopify +2.16% MTCH Match -4.99% LLY Eli Lilly +2.53% ETSY Etsy +6.11% CVX Chevron -2.24% CRM Salesforce +1.26% C Citigroup -0.52% SPGI S&P Global +0.79% BTBT Bit Digital +30.70% WFC Wells Fargo -1.45% NFLX Netflix +1.28% DAL Delta Air -3.57% COIN Coinbase +6.16% MXIM Maxim +2.33% CCL Carnival -1.82% BKNG Booking -2.51% GPN Global Pay -2.44% WYNN -4.20% MSTR Microstrat +7.34% RBLX Roblox +5.37% AAL American Air -2.51% RNG Ringcentral -3.79% UAL United Air -2.71% CAT Caterpillar -1.91% RCL Royal Carib 2.47% LUV Southwest Air -3.46% CRWD Crowdstrike +3.88% SKLZ Skillz -10.80% FIVN Five9 +5.17% LVS Las Vegas Sands -3.16% CAR Avis -16.56% SOFI Sofi Tc +8.47% HZNP Horizon Ther +7.77% MDLZ Mondelez -2.62% MAR Marriot -3.27% TEAM Atlassian +3.35% AKAM Akamai -6.18% LUMN Centurylink -8.86% MGP MGM Growth Prop +6.79% AYX Alteryx -13.05% SAVA Cassava +4.01% JAZZ Jazz Ph -10.47% KHC Kraft Heinz -5.14% COP Conocophillips -3.02% UAA Under Armour +4.89% SLB Schlumberger -4.39% EXPI Exp Realty +35.95% GME Gamestop -3.90% PAYC Paycom +10.70% == August 3 Tuesday - Summary: Stocks SPY+0.8%, Bond TLT=, EEM+0.4%, SmC IWM+0.8%, SpecTec ARKK-0.7% Factory orders +1.5% MoM, expected 1.0%, prior revised +2.3% from 1.7%. CN's CCP targets kids' gaming, as 'spiritual opium': crackdowns likely, TCEHY-6%. Robinhood HOOD+24% rocketed after ARKK heavily bought IPO dip to $33. Casinos weak reopening on some vax's Delta ineffectiveness LVS-3% WYNN-3%. MRNA+11%: vax deals/ price hikes, due to efficacy results; AZN popularity wanes. IPOs r5: SPAC M&A: HIPO Hippo 10% of $6B home insur, merged into RTPZ. STGW+2% Stagwell 20% float of $3B MktCap adTech, merged with MDCA. LB $20B split into VSCO+25% Victoria's Secret + BBWI+2% Bath & Body Works. ECVT Ecovyst $2B name change from PQG chem. SPACs: HWEL Ratings: Citi ups SEDG+16%. GS ups XPO+2%. YMM=. JEF ups EPAM+2% GLOB+1% HCM=. BoA cuts ATHM-10%. SF ups PLNT-1%. HSBC ups DNUT=. Benchmark ups TSCO+3%. BTIG ups FREY+3%. Guggenheim ups FSLR+5%. Loop ups AIT+2% WCC+3%. Callum ups GXO+5%. M&A: SNY Sanofi to buy TBIO mRNA $3B, 37% premium. Capital: LI-3% sold $3B stock. MAA-2% sold $0.2B. (RNA-8% files $0.1B.) LIVN-5% files $0.3B. TWLO-3% to resell $0.4B equity. TKR+2% mixed filing. Events: CS Disruptors. JEF Industrials. PIPR Wealth Mgmt. KBW regnl banks. Earnings Movers by sector/impact: Tech XLK+0.6%: FIS-6% cuts guidance. MCHP+1%. Zbra-1%. Rng=. It+16% beat & raise. Lyft-1%. Payc=. Akam-1%. Fico-2%. Ldos-18%. Ipgp-8%. lscc+2%. swi+3%. dnb-8%. wk=. ncr=. From y'day: SQ-1%. NXPI+1%. On+4%. Anet+1%. Zi+3%. Sedg+16% big beat & raise. tsem+1%. knbe-1%. vrns-3%. rmbs-1%. uctt-14%. hlit+23%. Commc'n Service XLC-0.4%: ATVI-3%> +4%AH. Mtch-2%> -4%AH. Wmg+1%. lyv-1%. disca-4%. lumn+2%. sklz-4%. cdlx-5%. avid-5%. From y'day: Ttwo-4%. Consumer Cyclical XLY+0.7%: BABA-1%. MAR-2%. Czr=> +4%AH. ua+8%. rl+6%. nkla-9%. see+4%. h-2%. lgih-6%. igt+1%. cwh=. sky=. From y'day: Race-1%. colm+1%. reyn-1%. leg+1%. ta+20%. Industrials XLI+1.3%: LHX+2%. Etn+4%. Cmi+2%. Vrsk-1%. ame=. xyl+2%. j-3%. expd=. iaa=. bld+7%. car+5%. nvt+7%. aqua+6%. mrcy-3%. From y'day: GPN-1%. trex+1%. wwd-7%. tkr+2%. hayw+6%. Healthcare XLV+1.4%: LLY+4% rev beat. AMGN+2%. Zbh-6%. Wat+1%. Alny=. incy+1%. jazz=. hsic=. dva=. bhc-11%. bhg-22%. mygn+14%. From y'day: brkr-2%. achc+3%. rare+4%. tgtx-7%. adus+12%. Financials XLF+1.1%: KKR+2%. Pru+2%. Wltw+4%. Ben+3%. xp+1%. hli-7%. ldi-9%. From y'day: HSBC+2%. Itub=. Materials XLB+1%: Dd=. fmc=. wlk+2%. tx+2%. kwr+3%. bcc+6%. mtrn+5%. From y'day: emn=. mos+5%. Copper-1.2%, Lumber-4%, Alum-1%, Iron-1%, Gold-0.1%, Agri+0.2%. Energy XLE+1.7%: BP+7%. COP+2%. Psx+4%. Oxy+2%. dvn+3%. et=. oke=. From y'day: PXD+8% on capital return. wmb+1%. fang+5%. clr+3%. Oil-0.7%. NatG+2.8%. Consumer Staples XLP+0.4%: Clx-9%. From y'day: frpt-2%. Property VNQ+0.2%: Psa=. peak=. hst=. lsi+1%. From y'day: SPG+3%. Sbac+1%. o+1%. ohi-4%. Utilities XLU+0.6%: peg+1%. wec+1%. bkh+3%. From y'day: Awk+2%. World Stocks' Quarterly EARNINGS: Aug3Tue: R10 $3,500 MktCap (value): BABA! LLY, AMGN' BP. COP, ATVI' FIS, KKR, BMW. IFX. STLA. SCGLY. STAN. LHX MCHP' MAR, Etn, Mtch' Cmi, Pru' Bbd' Ec' Dd, Psx, Zbh, Psa, Oxy, Ame, Vrsk' Zbra, Rng' Payc' Wltw, It, Akam' Lyft' Ben, Ldos, Ipgp, Czr' Airtel) AdaniE) Npscy) gwo dsm. arzgy. kn. pst. msbhf) mitsy) dkily) yahof) kubty) kaooy) ssumy) maruuy) ix) fujhy) avify) japsy) wmg xyl wat alny expd fico lyv dvn j incy disca xp et oke peg wec peak jazz ua lscc swi hsic bhc wlk fmc fnf dva hst afg dnb nbix rl see iaa h tx. fres. tmv. tpk. birg. fpruy. dlg. ald. tyres. vanSem) ittoy) smtoy) nkla bld hli rcm sklz ayx wk cour sava ttec newr lgih cdlx spwr nvst aiz lsi psxp rga paa bhg fcnca nvt car ncr pacb nvta hlf nta qts dei src unm lpx ard ins hlne spt cw nsa kwr lpsn bkh aqua arnc sabr rdn mime mant cwh blkb evtc ktos apam lcii jbgs rhp psb hpp igt bnl opch mrcy etrn omi mic atkr mcy mgy ldi wbt sky ofct sun enlc hska crsr rpai pcrx vvnt ati sage crvl gdot sho oi rock cwen mygn hep xper iosp kar cnr sats kai infn val star pro bcc mgrc nmih avns skt usac pbi crk ichr avid icfi prim hsc tnc cdev mtrn gic adct kfrc gbrk hees veco -TIMING: )Asia .Eu :EuPM ,UsAM 'UsPM -RANK: by MktCap x %Adjustments Tue turnover leaders: $250B~ value: AMD Adv Micro Devices +3.62% TSLA Tesla +0.01% AMZN Amazon +1.04% AAPL Apple Inc +1.26% MRNA Moderna +11.51% NVDA Nvidia +0.33% SQ Square -1.06% MSFT Microsoft +0.81% FB Facebook -0.20% BABA Alibaba -1.35% GOOGL Alphabet +0.58% SHOP Shopify -1.05% V Visa-1.12% MA Mastercard -2.04% PYPL Paypal +0.93% GME Gamestop -3.11% SNOW Snowflake +6.07% MU Micron +4.15% PFE Pfizer +3.91% AMC -4.57% NIO -2.79% TBIO Translate Bio +29.23% FIS Fidelity National Info Svc -6.27% DIS Disney -1.46% BA Boeing +1.66% CLX Clorox -9.46% UBER Uber -1.61% JPM +1.14% BAC BoA +1.55% PINS Pinterest +5.06% GE +2.45% BNTX Biontech +3.41% C Citigroup +1.70% LLY Eli Lilly +3.81% ATVI Activision -3.54% VIAC Viacom -5.80% ZI Zoominfo +3.14% PG Procter & G +1.46% GPN Global Payments -1.29% WFC Wells Fargo +2.27% SEDG Solaredge +16.33% XOM Exxon +1.08% UNH Unitedhealth +1.52% JNJ Johnson & J +1.23% BRK.B Berkshire Hathaway +1.32% NKE Nike +1.47% CSCO Cisco +1.44% TTWO Take-Two -7.71% FISV Fiserv -1.41% QCOM Qualcomm -0.61% WMT Wal-Mart +1.13% ORCL Oracle +2.44% INTC Intel +0.71% SAVA Cassava +6.10% ENPH Enphase +5.19% XLNX Xilinx -1.69% WRI Weingarten -2.06% AON AON +1.58% ZM Zoom Video -1.08% CHTR Charter Comm +2.69% HD Home Depot +1.44% VALE +2.50% SPOT Spotify . -4.58% CAT Caterpillar +1.63% WHLM Wilhelmina +39.82% GM General Motors +1.49% AFRM Affirm +3.03% ZBH Zimmer Biomet -5.71% TGT Target +1.93% COIN Coinbase -2.22% LVS Las Vegas Sands -3.32% PXD Pioneer +7.84% NTES Netease -11.41% COST Costco +1.43% EA Electronic Arts -2.99% BILI Bilibili -7.06% ON On Semi +3.99% TWLO Twilio -2.45% JD Jd.com -1.75% BP BP +6.69% DHR Danaher +1.78% IBM +1.87% ARCT Arcturus Thera +68.06% BKNG Booking -1.46% AMGN Amgen Inc +1.79% COP Conocophillips +2.28% WLTW Willis Towers +4.40% MSTR Microstrategy -2.00% BIDU Baidu -1.51% CLF Cleveland-Cliffs +1.88% W Wayfair +2.94% UPST Upstart -3.55% PDD Pinduoduo -2.81% XPO Xpo Logistics +2.20% XPEV Xpeng -1.45% WYNN Wynn Resorts Ltd -3.34% UAA Under Armour +7.53% EXPE Expedia -2.77% FTNT Fortinet +4.62% BIIB Biogen +1.90% X US Steel +3.19% FUTU -3.39% NVAX Novavax +3.20% IT Gartner +10.83% KR Kroger +3.93% SPG Simon Prop +2.55% FLGC Flora +62.53% OXY +2.48% ETN Eaton +4.04% NUE Nucor +4.50% MTCH Match -1.78% DISCA Discovery -4.19% DE Deere +2.78% ==== August 2 Monday - Summary: Stocks SPY-0.2%, Bond TLT+0.9%, EEM+0.7%, SmC IWM-0.5%, SpecTc ARKK+1% $1T infra bill nears passing. CSRC (CN SEC) in talks with US, to not block CN US IPOs / listings. US eviction halt ended. XPEV+7% NIO+3% LI+1% on July EV sales. GE 1:8 reverse split (regulators should require 10:1, to preserve prior price levels). Fed's Waller late day scare: wants taper to start by Oct (outlier hawk). IPOs R9: GXO 100% float of $7B MktCap logistics spinofff from XPO-40%. SPAC M&A: CCCS 15% of $7B insurTech merger into DGNR. ROVR+6% Rover $1.3B dog walk app, merger into NEBC. No SPACs. M&A R10: SQ Square buys $29B Afterpay (AU) high growth Buy-Now-Pay-Later. =>AFRM+15%. Klarna(SE) is #1 BNPL. PH Parker-Hannifin buys MGGT.L+56% $9B aero defense. CNP may buy KSU rail: CNI bid rejected by STB regulator. Ratings: UA+3% Fresh Pick at Baird ahead of earnings. LEVI+4% new Buy at SF. DB us BLMN+1%. Citi ups AB+2%. Barron’s likes (ATCX+26%) ASML= FSR-1% PFE+3%. Riley ups EHC+1%. JPM cuts TDS-10%. Earnings Movers by sector/impact: Tech XLK-0.4%: SQ+10%. NXPI+1%. On+12%. Anet-1%. Zi+2%> +10%AH. Sedg-1%> +11%AH. tsem+5%. knbe+5%. vrns=. rmbs-1%. Commc'n Service XLC-0.3%: Ttwo=> -4%AH. From y'day: CHTR+4%. uxin-2%. Consumer Cyclical XLY+0.5%: Race-3%. colm+2%. reyn-2%. leg=. From y'day: Vfc+2%. Qsr2%. cpri+2%. blmn+1%. Industrials XLI-0.6%: GPN-11%. trex=> -3%AH. wwd=. tkr-6%. hayw-6%. From y'day: CAT-1%. ITW-1%. Cnhi-1%. gww-1%. mog-2%. b-1%. Healthcare XLV+0.2%: brkr=. From y'day: ABBV-1%. IDXX=. cern=. hrc=. Financials XLF=: HSBC=. Itub+2%. From y'day: BBVA+1%. AON=. SMFG=. MFG=. Cboe+2%. Laz+3%. jhg-1%. pipr+4%. Materials XLB-1.2%: emn-1%. mos-4%. From y'day: LIN-2%. Lyb=. hun-2%. avnt-2%. Copper-1.2%, Lumber+2%, Alum+0.7%, Iron+1%, Gold-0.1%, Agri=. Energy XLE-0.7%: Pxd-2%. wmb=. fang=. From y'day: XOM=. CVX=. ENB-1%. Imo=. Cog+1%. Oil-2.9%. NatG+0.8%. Consumer Staples XLP-0.3%: frpt-2%. From y'day: PG=. CL=. nwl=. Property VNQ-0.2%: SPG=> +3%AH. Sbac=. o=. From y'day: Wy+1%. Utilities XLU+0.7%: Awk+1%. World Stocks' Quarterly EARNINGS: Aug2Mon: R8 $1,800 MktCap (value): SQ, HSBC. NXPI' GPN, SPG' ITUB' Pxd' Race. On, Anet' Ttwo' Zi' Sedg' Sbac' Vcisy. Heia. Axa. Awk' SaudTel. Hdb) Hsngy) clphy) sgioy) fang' clr' wmb' o emn l trex mos brkr cna ohi vno vrns wwd colm leg frpt reyn tkr hayw bwxt rare tgtx brx rmbs sanm uctt rig unvr nsp knbe amrc awr kmt tsem jeld bsm bvn argo hmn gpre ogs ottr krg arcb uis cvi dac adus viom alx csr sibn tcmd clar hlit mhvvf) bbse3 jscpy) g07) inrn. prio3 plow vbiv uan rada strl pne tcpc dzsi cswc -TIMING: )Asia .Eu :EuPM ,UsAM 'UsPM -RANK: by MktCap x %Adjustments Mon turnover leaders: $250B~ value TSLA Tesla +3.27% AMD Adv Micro +2.30% SQ Square +10.16% AMZN Amazon +0.12% AAPL Apple -0.23% MRNA Moderna -1.98% FB Facebook -1.22% MSFT Microsoft -0.03% NVDA Nvidia +1.29% BABA Alibaba +2.51% NIO Nio +2.62% GOOGL Alphabet Cl A +0.10% PYPL Paypal -1.65% GE -2.90% V Visa 2.68% SHOP Shopify +2.58% AMC Inc -4.92% ROKU -1.62% BA Boeing -0.50% BAC BoA -1.04% PFE Pfizer +2.69% BNTX Biontech +3.61% QCOM Qualcomm -0.63% JPM -0.40% GPN Global Payments -11.18% AMAT Applied Materials +1.49% PINS Pinterest -3.02% MA Mastercard -2.77% FIS Fidelity Natnl Info -6.66% XOM Exxon +0.02% ZM Zoom Video +0.23% MU Micron +0.08% UBER Uber +0.07% C Citigroup +0.16% WFC Wells Fargo -0.33% NFLX Netflix -0.47% SAVA Cassava +15.03% ABBV Abbvie -0.73% DIS Disney -0.27% PG Procter & G -0.25% INTC Intel Corp -0.07% WMT Wal-Mart -0.23% NKE Nike +0.74% T AT&T +0.21% ADBE Adobe -0.46% CVX Chevron Corp -0.18% MS Morgan Stanley +0.26% XPEV Xpeng +7.06% GS Goldman Sachs +0.88% LRCX Lam Rsch +0.69% SPGI S&P Global +1.29% EVK Ever Glory +124.78% CRM Salesforce -0.44% TWTR Twitter -0.89% TGT Target -1.46% CAT Caterpillar -0.77% FISV Fiserv -4.66% XLNX Xilinx -0.57% FCX Freeport-Mc -3.88% MSTR Microstrategy +1.88% ON On Semi +11.73% NXPI Nxp Semiconductors +1.25% DLPN Dolphin Entertainment+55.87% CLF Cleveland-Cliffs Inc -4.24% BTBT Bit Digital +15.56% UPST Upstart Holdings Inc +10.48% TWLO Twilio +1.60% AFRM Affirm +14.90% FTNT Fortinet +4.55% LIN Linde Plc -2.33% X United States Steel Corp -5.32% PTON Peloton Interactive Inc +2.24% VRTX Vertex Pharmaceutic -1.62% AAL American Airlines Gp -1.57% GNRC Generac -4.62% XPO Xpo Logistics -39.47% ETSY Etsy Inc +2.93% NVAX Novavax Inc +1.89% SPCE Virgin Galactic +6.27% ENPH Enphase -3.42% DOCN Digitalocean +10.00% WISH Contextlogic Inc +4.73% ==== (IN BRACKETS => under $1B MktCap co's = top 5k global listed stocks) Underlined = more notable moves. r0-R10 = relative busyness rating. CAPitals / ! = more important stocks AH = After Hours earnings. Adjustments: % Volatility x Liquidity x L/T Strat Growth Moat x M&A Legal Governance Risks companiesmarketcap.com browse all top co's: 150 $100B+; 1k $20B+; 5k $1B+. twitter.com/CFAMBAiBk browse stocks' news (click on symbol)

Greece said on Friday (August 20) it had completed a 40-kilometre fence on its natural border with Turkey, and a new surveillance system was in place, amid concerns that the Taliban's take-over of Afghanistan could lead to increased migration flows to Europe. The conflict in Afghanistan has fuelled fears in Europe of a repeat of the 2015 refugee crisis, when nearly a million people fleeing conflicts in the Middle East and beyond crossed to Greece from Turkey before continuing to other EU states. Greece, on the front line of that crisis, has said its border forces are on alert to make sure it does not become Europe's gateway again. "We examined ways to enhance surveillance and protection systems," said Defence Minister Nikos Panagiotopoulos during a tour of the border with Greece's citizens protection minister and military officials, adding, "This plan is being implemented and being carried out at a fast and intensified pace in view of the developments outside the borders of the country." The two ministers inspected the completion of an extension of the existing fence along the river border with Turkey, which began last year, and the implementation of a hi-tech, automated electronic monitoring system. EU border agency Frontex is assisting Greece along its land and sea borders, currently testing an aerostat surveillance aircraft balloon in Evros along with other new technology to detect migrants. "The Afghan crisis is creating possibilities for migrant flows. We cannot wait, passively, for the possible impact," Citizens' Protection Minister Michalis Chrisochoidis said. Prime Minister Kyriakos Mitsotakis was expected to discuss the situation in Afghanistan with Turkey's president, Tayyip Erdogan, on Friday. Erdogan said on Thursday Turkey had also taken measures along its border with Iran and his country would not become "Europe's migrant storage unit". Greece, where some 60,000 migrants remain since 2015, has hardened its migration policy in recent months by fencing off its migrant camps and intensifying border patrols by land and sea. Migrant arrivals to Greece have overall slowed to a trickle since 2016, when the EU agreed a deal with Turkey to stem the flows in exchange for financial support. (Production: Vassilis Triandafyllou, Deborah Kyvrikosaios)