| | Good morning — here's what actually matters today. | The mainstream narrative just cracked. Bloomberg is officially calling Amazon's growth engine "Past Its Prime" after a disastrous sales event, while Morgan Stanley has downgraded Tesla. Simultaneously, the "Smart Money" exit is becoming a stampede: Tech CEOs dumped a record $36 billion in stock this quarter, just as Gold shattered $4,200. The message is loud: Sell the past, buy the hedge. |
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| π Prime Day Sales Plunge 41% as Bloomberg Flags "Past Prime" Era | | Bloomberg reports that Amazon's first day of Prime Day sales plummeted 41% year-over-year, forcing the company to extend the event in a desperate bid to clear inventory. The weakness isn't isolated. Morgan Stanley analyst Andrew Percoco just downgraded Tesla to "Equal-weight," warning its valuation is disconnected from reality. While the giants stumble, niche platforms are surging: Momentum Commerce data shows a 14% drop in Amazon spending as shoppers "treasure hunt" on Shopify-powered stores. The "Mag 7" appear to be transitioning from invincible growth machines to maturing utilities ripe for correction. |
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| | | | (Sponsored by InvestorPlace) | Are Bloomberg and the rest of mainstream financial media just now catching up with Eric Fry? | Eric released his controversial "Sell This, Buy That" broadcast just days ago. In it, he made some surprising calls. First, "Sell Amazon (AMZN)." | The morning after Eric went public with this recommendation, Bloomberg echoed Eric's doubts in an email saying money that would have normally been spent on Amazon.com is now going elsewhere. | But Eric took it even further by giving away an alternative "BUY" recommendation to all his viewers. Watch right here to get the name and ticker of that little-known ecommerce stock. | On the same day, Bloomberg printed a headline nearly identical to Eric's rationale for his "Sell Tesla" call. But Eric, once again, does better than the mainstream media - giving his viewers an exciting alternative to Tesla stock right here. | Use this opportunity to upgrade the stocks in your portfolio before it's too late. | Catch Eric Fry's "Sell This, Buy That" broadcast here. | |
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| | π₯ Gold Smashes $4,200 as Silver "Moonshots" Past $60 | | Gold futures tore through expectations to hit $4,280.08 per ounce on December 11, effectively doubling in value in under two years. The catalyst is a "1970s style" feedback loop: Silver has exploded 113% year-to-date to an all-time high of $64.31, creating a speculative mania that is dragging gold higher. But the real floor is being set by sovereigns—Central banks purchased a net 53 tonnes of gold in October alone (up 36% MoM), panic-bidding for physical metal to hedge against the looming US debt crisis. |
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| | | | (Sponsored by STANSBERRY RESEARCH) | Gold has hit all-time highs... | But history shows it could be on the verge of its biggest bull run in over half a century... triggered by a likely major event, eerily similar to what happened in the 1970s. (It's NOT inflation or anything you're likely expecting.) | And Stansberry Senior Partner Dr. David Eifrig believes you MUST own shares of his No.1 gold stock. He says it's likely better than any miner, explorer, or exchange-traded fund on Earth. It's the centerpiece of his full plan for this brutal market, with extraordinary upside potential. | Click here for full details on this developing gold story. | |
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| | πͺ Tech CEOs Dump Record $36 Billion in Stock in Q4 | | Insider selling in Q4 2025 has reached a staggering $36 billion across 6,000 filings, with billionaires liquidating shares at a near-record pace. Jeff Bezos has now sold a cumulative $18.2 billion in Amazon stock through 2025. Nvidia CEO Jensen Huang cashed out another $5.19 million in late October (totaling $713M this year), and Mark Zuckerberg has offloaded over $2.2 billion in Meta. When leadership sees better value in cash than their own equity, it is the ultimate "actions speak louder than words" warning. |
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| | | | (Sponsored by Porter & Co.) | If you own tech stocks, it's time to rethink your portfolio. | Because everyone who's anyone in the tech world is jumping ship. Bezos has sold nearly $17 billion... Nvidia's CEO sold $713 million... Buffett has sold 605 million shares of Apple... | Why is it — when everyone else is funneling all their money into companies like Nvidia and Apple – that these billionaires are dumping all their tech shares? | Well, the reason has just been exposed… It's called The Final Frontier. | And a lot of powerful investors would rather this exposΓ© never saw the light of day. That's because it tells the shocking truth about the current AI mania… and why investors in big tech companies like Nvidia, Meta, Alphabet, and Microsoft could be about to destroy investors. | >>> Click play to stream The Final Frontier at no cost <<< | |
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| | π§ What This Means | Investors: The "Insider Signal" is blinking red. When Bezos and Huang sell billions, they are creating a ceiling for the stock price. It is time to follow them out of Tech and into Hard Assets. The Economy: Amazon's 41% sales drop suggests the US consumer is finally tapping out. The "strong economy" narrative is colliding with the reality of empty wallets. The Opportunity: Gold at $4,280 is not a top; it is a repricing. The dollar is losing its ability to price assets efficiently.
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| | π Insight | We are witnessing a Wealth Transfer: Retail investors are buying the dip in Tech (Amazon/Tesla), while the Founders of those companies are selling the rip to buy real assets (Gold/Land). Historically, the Founders are rarely wrong. |
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| | POLL — Who do you trust more with your money right now? | |
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