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Kedrosky Daily • 2022-11-26 •
Welcome to another edition. Here are today’s entries:
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Kedrosky Daily • 2022-11-25 •
Welcome to another edition. Here are today’s entries:
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Asides
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Twitter as the new Linkedin will never not be funny to me:
Sources: Elon Musk and his Twitter advisers discussed adding paid DMs, which would let users privately message “Very Important Tweeters”
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Seasonally strongest quarter of the year, and PTON guidance goes boom. Saw this in JPM today:
“Net Adds of ~27k, well below prior JPMe of ~90k CF Net Adds & broader investor expectations that we think were closer to ~60k”
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I get that doctors are busy, but firing patients who have nothing wrong and don’t come is just … stupid.