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10YR Marches Higher
I’ve disagreed with everything the Fed has done since 2008, but especially since 2020. The massive covid QE stimulus program was a bad idea from the…
19 hrs ago
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Jonathan Maietta
1
What About The 10YR?
The $60K question about the Fed lowering rates is what will happen to the 10YR yield 6-12 months out?
Oct 29
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Jonathan Maietta
1
Do We Get Points for Mentioning AI On Our Earnings Call?
Even if we are cutting heads and sales are soft?
Oct 29
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Jonathan Maietta
1
Amazon's 14,000 RIF. Here's the Email that Circulated Today
For a company with 1.54 million employees as of June 2025, a 14,000 RIF is not a large number in percentage terms, but it’s a lot of people in absolute…
Oct 28
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Jonathan Maietta
1
CEORater Month-to-Date CEO Comparison
Month-to-Date CEORaterScore comparison for our universe of NASDAQ 100 CEOs.
Oct 28
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Jonathan Maietta
1
Software Earnings Expectations
Revenue: My sense is that revenue will come in at the low-end of the range or a bit light for most Software companies.
Oct 27
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Jonathan Maietta
1
T2D Dashboard: 2 Minute Demo
TradingView, T2D Pulse, CEORater and OpenAI - all in one place
Oct 25
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Jonathan Maietta
1
2:06
Open Source FinTech Dashboard
I built a personal fintech dashboard that consists of TradingView, T2D Pulse and CEORater.
Oct 24
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Jonathan Maietta
1
My AI ROI Calculation
I fight against the AI hype because I don’t like people being lied to by AI promotors such as the CEOs of OpenAI, Perplexity (the two biggest…
Oct 23
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Jonathan Maietta
1
Reddit Sues Perplexity Over Alleged Data Scraping
I was happy to read the news Wednesday that Reddit (RDDT) sued Perplexity (private) for Web scraping.
Oct 23
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Jonathan Maietta
1
Sam Altman Made the Long-Term Case for Google Gemini
Companies mentioned: Broadcom (AVGO); Google (GOOGL, GOOG)
Oct 22
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Jonathan Maietta
1
My Guess Is That IBM Will Acquire Groq within the Next 24 Months
If this IBM (IBM) / Groq (Private) go-to-market partnership gains any traction, IBM will move to acquire Groq within the next 24 months.
Oct 22
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Jonathan Maietta
2
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