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@TraceyRyniec
"@tawillionaire Wow. Prices are falling that much in Scottsdale huh" @TraceyRyniec on X 2025-07-23 16:10:45 UTC 11.5K followers, XX engagements
"B2Gold at 52-week highs today. Canadian small cap miner. $BTG (I own it)" @TraceyRyniec on X 2025-06-02 20:55:18 UTC 11.5K followers, XXX engagements
"Today was a wild day on Wall Street. AI Revolution trade completely dead. Big cap tech dead. Homebuilders mortgage companies small banks () boring drug stocks small caps all rallied big. Builders FirstSource jumped XXX% today. $BLDR (I own it)" @TraceyRyniec on X 2025-07-01 22:14:39 UTC 11.5K followers, XXX engagements
"@nilwxreports Time to move to St Louis. Lol" @TraceyRyniec on X 2025-07-24 03:13:38 UTC 11.5K followers, XX engagements
"Good question. I would say "yes" because we still aren't seeing tariff implications yet. Many think the worst has passed but it hasn't even started" @TraceyRyniec on X 2025-07-24 22:17:11 UTC 11.5K followers, XXX engagements
"Are people buying cheap pizza Domino's reports in the morning. Earnings consensus looks solid (for now). $DPZ" @TraceyRyniec on X 2025-07-21 04:26:45 UTC 11.4K followers, XXX engagements
"When the XX% tariffs go on Brazil's chemical exports next week some US companies could get hit. Orders already being cancelled. $DOW $XOM" @TraceyRyniec on X 2025-07-26 02:09:39 UTC 11.4K followers, XXX engagements
"@Brism_4 I don't own the stock so it doesn't really concern me. I do follow their progress as they are a competitor to Waymo" @TraceyRyniec on X 2025-07-25 20:58:54 UTC 11.5K followers, XX engagements
"For those who are thinking the tariffs are having "no impact" check out Helen of Troy's FQ1 earnings from this morning. It owns HydroFlask DryBar OXO other brands. Complete disaster. Soft consumer demand and tariffs. Guided Q2 at $0.45-0.60 with consensus at $XXXX. $HELE" @TraceyRyniec on X 2025-07-10 17:09:04 UTC 11.5K followers, 1888 engagements
"Get ready. One of the hottest stocks is reporting Fiscal Q4 earnings tomorrow morning. Cintas has a perfect X year earnings surprise record. $CTAS" @TraceyRyniec on X 2025-07-16 15:32:32 UTC 11.5K followers, XXX engagements
"DR Horton has its inventory under control. It's not overbuilding. $DHI" @TraceyRyniec on X 2025-07-18 19:18:29 UTC 11.4K followers, XXX engagements
"@AndyFanter Not sure. I'm sure that's popular now. Some cheaper chains like Domino's are doing okay. I'll be interested in Wingstop this quarter. But it is really difficult to eat out right now. Could spend $XXX for a family of X to eat out at Cheesecake Factory" @TraceyRyniec on X 2025-07-25 19:18:27 UTC 11.5K followers, XX engagements
"Very interesting. Even Lulu is feeling the squeeze. $LULU" @TraceyRyniec on X 2025-07-23 23:37:41 UTC 11.5K followers, 1002 engagements
"Meanwhile Newmont was the first of the gold miners to report. Record free cash flow of $XXX billion up from $XXX million last year. Avg price per ounce of $3320 up from $2347 a year ago. Raised share buyback program to $X billion. $NEM" @TraceyRyniec on X 2025-07-24 22:34:53 UTC 11.4K followers, XXX engagements
"@AndyFanter Lots of earnings reports this week which should give us some clues in the metals. It's tough though. Alcoa took a hit over $XXX million" @TraceyRyniec on X 2025-07-21 13:28:54 UTC 11.4K followers, XX engagements
"Matador reporting tonight. The first of the independent E&Ps to report. Hasn't missed in X years. Impressive. But look at the earnings consensus for 2025 2026 and 2027. Ouch. Brutal. $MTDR" @TraceyRyniec on X 2025-07-22 17:10:47 UTC 11.5K followers, XXX engagements
"It's still not good at Robert Half. But it sounds like it has maybe stabilized $RHI" @TraceyRyniec on X 2025-07-23 22:18:24 UTC 11.4K followers, XXX engagements
"Earnings to watch this week is Helen of Troy on Thursday. Last quarter it said it was trying to move manufacturing out of China but also said it would raise prices. CEO quit a few days after earnings. Chart is still grim. Makes curling irons hair dryers etc. $HELE" @TraceyRyniec on X 2025-07-08 05:18:05 UTC 11.5K followers, XXX engagements
"@AJManaseer Chicagoland housing market has been terrible for XX years not even keeping up with inflation. National homebuilders mostly left years ago. Have been building rentals but need more of that too" @TraceyRyniec on X 2025-07-25 14:55:14 UTC 11.5K followers, XX engagements
"@TradeTuesday 40x earnings is on par with a tech company doing 20%+ earnings growth. But investors seem willing to buy at any price a sure sign speculation is building. Also see $CTAS $COST $BRKB" @TraceyRyniec on X 2025-07-19 14:21:53 UTC 11.5K followers, XXX engagements
"It was a bad quarter. But if Chipotle is no longer a fast food value no one is. Entire group is going to struggle" @TraceyRyniec on X 2025-07-25 14:46:34 UTC 11.4K followers, XXX engagements
"DR Horton and Pulte CC overlapped this morning but I caught what I could with both. Pulte mentioned Chicago and Cleveland as two of its favorable markets. I don't think a homebuilder has mentioned either of those cities as being in the top in XX years. Lol. $DHI $PHM" @TraceyRyniec on X 2025-07-22 13:56:39 UTC 11.5K followers, 11.6K engagements
"@2itshorizon @mail_american @JamesSurowiecki Tell that to someone who bought a pair of shoes for their child for $XX last year and will pay $XXX next year" @TraceyRyniec on X 2025-07-25 18:27:03 UTC 11.5K followers, XX engagements
"5 Must-See Earnings Charts This Week $CMG $NOW are going tonight" @TraceyRyniec on X 2025-07-23 19:30:29 UTC 11.5K followers, XXX engagements
"Who's buying Fastenal at 39x Yes another beat. But "market conditions remained sluggish providing minimal contribution." Non-fastener product lines are performing better as industrial production is still "sluggish." New all-time high today. $FAST" @TraceyRyniec on X 2025-07-14 18:14:13 UTC 11.5K followers, XXX engagements
"@tierrapartners @AJManaseer By the way Pulte did say that Chicago was one of its top markets right now. Along with Cleveland and Indy. The 55+ communities are popular and those buyers have cash" @TraceyRyniec on X 2025-07-25 19:20:37 UTC 11.5K followers, XX engagements
"@NewLowObserver @iancassel Insiders sell for a number of reasons: buying a vacation home to pay for kids college one even sold because of a divorce. But there's only one reason to buy with your own cash" @TraceyRyniec on X 2025-07-24 23:25:24 UTC 11.5K followers, XX engagements
"@therajmahal96 @aaron_renn Except two of the tallest commercial buildings in the last XX years were built in (near) the loop in the last X years: Salesforce Tower and Bank of America Tower" @TraceyRyniec on X 2025-07-24 15:57:45 UTC 11.5K followers, XXX engagements