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TMT Breakout
Nov 03, 2024
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Happy Sunday. 2 weeks of earnings down with the busiest one just behind us and one more to go, then we can all start focusing on NVDA which reports in a few weeks. Jam-packed macro week with election on Tuesday and FOMC Decision on Thursday. We’ll start there, move onto some takeaways after this week in earnings, then finish off with some previews. Let’s get to it…

Big Picture: Where do we stand?

Big event this week is clearly the election on Tuesday (the other event FOMC on Thursday where Fed likely to cut another 25bps). Nate Silver pretty much has it at 50/50 and betting markets have moved closer to that over the last several days. The big news over the weekend was the final Des Moines Register/Selzer poll of Iowa which showed Harris up 3 points when all other pollsters have Trump up significantly. This is important bc that pollster generally considered honest/independent and less likely to follow crowding of other pollsters and generally showed Trump strength in ‘16 and ‘20 when …

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