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"Lost Its Mojo": Wolfe Downgrades Netflix As Billions In Content Spending Fails To Deliver Hits
"Lost Its Mojo": Wolfe Downgrades Netflix As Billions In Content Spending Fails To Deliver Hits
Wolfe Research downgraded Netflix early Thursday, warning that "bears are winning the engagement debate" and that the subscription-based streaming service "has lost its mojo."
"Engagement failed to respond to rising investment, and last week's content leadership changes convince us that solutions require patience & lower incremental margins. Attention economy competition is rampant. Consensus estimates look fair," analyst Peter Supino wrote in a note on Thursday morning.
Supino estimates that engagement in the US and Canada was flat...
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Mar 14, 2026 / Tyler Durden
Oil Could Test $200; Martin Armstrong Warns Attacking Iranian Water Supplies Could Bring Out Nukes
Oil Could Test $200; Martin Armstrong Warns Attacking Iranian Water Supplies Could Bring Out Nukes
Via Greg Hunter’s USAWatchdog.com,
Legendary financial and geopolitical cycle analyst Martin Armstrong warned in February, “This is where the volatility starts kicking in.”
What do we have? Oil, gold and silver spiking in price, and violent exchanges between Iran, the United States and many other countries in the Middle East.
Now, water assets like desalination plants in Bahrain and Iran are being blown up. Add the worst water shortage in decades in Iran as a backdrop to constant bombing, and you have a situation that could...
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May 10, 2026 / Tyler Durden
Winning? Do We Need To Understand UBI
Winning? Do We Need To Understand UBI
Submitted by Peter Tchir of Academy Securities
Winning? Do We Need To Understand UBI
Iran (and the potential for a deal) has continued to move markets. As the 30-year bond rose above 5% earlier this week, we got news that we have a new approach to resolving the conflict – a one-page MOU. Markets (ex-oil) rallied around various “deal” headlines all week.
Spider, Bret, and I spent some time discussing this on Friday’s Podcast – The U.S. Proposal to End the War (also available on Spotify...
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Apr 8, 2026 / Kyle Anzalone
60% of Americans Have an Unfavorable View of Israel
A new poll found that six in ten Americans now have an unfavorable view of Israel. Young Americans have a negative view of Israel. The Pew survey released on Tuesday reported that overall, 60% said they have an unfavorable view of Israel. In 2022, only 42% of Americans held negative views of Israel. There was […]
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