Librarian Capital's Research Library

Librarian Capital's Research Library

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Librarian Capital's Research Library
Librarian Capital's Research Library
Librarian's Weekly Twitter Highlights

Librarian's Weekly Twitter Highlights

Reading Materials (U.S. consumer, using cash, DCF discount rate)

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Librarian Capital
May 29, 2022
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Librarian Capital's Research Library
Librarian Capital's Research Library
Librarian's Weekly Twitter Highlights
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This is a weekly selection of my top tweets during the week, which can include market commentary, company news or other developments relevant to investors.

The U.S. Consumer is In Good Health (Mostly)

Last week was a busy one in investor events, and many market participants searched for clues on the health of the U.S. consumer.

JPMorgan executives were broadly bullish at their investor day on Monday (23 May), highlighting a U.S. economy that “remains fundamentally strong”, with “strong consumer and wholesale balance sheets” and credit losses at historically low levels:

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