Starting tomorrow, you’ll get more of what you love and less of what you hate.

What this means for you:

• It’ll be called Stocks and Income because that’s what we’re all about.

• Stocks and Income will be daily. You can opt out of that if it’s too much.

• More info and more analysis. Whatever market daily you read now, this will be better.

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TL;DR

• The early 2024 stock market saw a downturn, ending the late 2023 rally. Major U.S. indexes, including the NASDAQ, S&P 500, and Dow, experienced their first weekly declines since October.

• The US job market showed resilience, adding 216,000 jobs in the last month, surpassing expectations. The unemployment rate remained at 3.7%, maintaining a steady labor market.

• The 10-year U.S. Treasury bond yield rose above 4.00%, influenced by positive economic data and speculation about the Federal Reserve's interest rate policies.

• Earnings expectations for S&P 500 companies have been reduced by analysts, indicating a cautious outlook for the upcoming earnings season.

• The S&P 500's dividend payouts hit a record $588 billion in 2023, showcasing strong corporate profitability.

• January's stock market performance is often seen as an indicator of the year's trend, with historical data showing a strong correlation.

• Wage growth is expected to moderate in 2024, which could balance inflationary pressures and support consumer spending, crucial for economic stability.

🧠 Stock ideas

Here are my three favourites from this past week from ​Yellowbrick Road​.

Analysis provided by ​public.com​.

Remember to always DYOR.

Huya (​$HUYA​)

Bull Case:

• Exclusive Content: Huya leads in China's game livestreaming with 80 million monthly users due to exclusive esports content.

• Cash Reserves: Huya reserves cash for shareholders via a $100 million share repurchase program.

• Non-Esports Growth: Huya could diversify into non-esports content, unlocking additional revenue streams.

Bear Case:

• Fierce Competition: Intense competition from Kuaishou and Bilibili limits Huya's expansion into leisure games and entertainment, challenging market share.

• High Fixed Costs: Profitability is pressured by high content costs and revenue-sharing deals with streamers.

• Regulatory and Tencent Risks: Regulatory scrutiny and Tencent buyout risks introduce uncertainty and volatility.

​Full analysis​

AI learns from human behavior example 2,390,845,098

📈 Trends you need to know

Brought to you by our friends at Glimpse, my favorite way to spot trends.

There’s a reckoning coming.

Notes

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