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@DanGreenhaus "I constantly harp on the importance of conf. calls from $V $MA $COF etc. for gauging consumer strength. They have broad exposure + a bird's eye view into spending patterns across categories. So when a company like Visa sounds like this I take note. @steveliesman @FerroTV"
X Link @DanGreenhaus 2025-10-29T16:50Z 11.5K followers, 4199 engagements

"I think there are a few impt points to make/reiterate. The first is while the mega cap names are clearly dragging the overall market higher an easy way to account for this is to look at the equal weight index. The equal weight is up XXX% YTD. Not amazing but not terrible. (1/x)"
X Link @DanGreenhaus 2025-11-04T16:53Z 11.5K followers, 1237 engagements

"A lot of ink was spilled and TV time spent on the (speculative) idea that the $AMZN layoffs was a function of AI replacing humans. Andy Jassy got asked about the layoffs on the call and put this argument to bed. This might happen but it doesn't appear to be happening now"
X Link @DanGreenhaus 2025-10-31T13:57Z 11.6K followers, 1005 engagements

"As well this point has been made numerous times but when we look at the best performing names this year "Mag 7" names are not leading the list. Sure AI derivatives are on the list - $WDC & $STX $MU & $AMD $GEV & $CEG - but not $META $AMZN or $AAPL. (2/3)"
X Link @DanGreenhaus 2025-11-04T16:53Z 11.5K followers, XXX engagements