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The President of the United States is explicitly bound by insider trading restrictions. 15 USCS § 78u-1. Under Section 21A(h) of the Exchange Act (incorporating provisions of the STOCK Act), the President, as an executive branch employee, owes a legally recognized "duty arising from a relationship of trust and confidence to the United States Government and the citizens of the United States" with respect to material, nonpublic information derived from their position or gained from the performance of their official responsibilities. 15 USCS § 78u-1. Consequently, if an executive branch official or the President leaks presidential news to an investor in exchange for payment (or as a personal benefit) in breach of their official duties, the official would violate their duty under Section 21A(h). 15 USCS § 78u-1. The investor could subsequently face "tippee" liability under Section 10(b) and Rule 10b-5 for trading on that information. SEC v. Clark, 915 F.2d 439 (1990).
So you've got lots more thoughts and questions but no facts or data. This is kind of useless conversation but I'll finish it out for your benefit. Look, it's neat that you have opinions on things. I can't care about them if you don't make them matter. And please pick a lane - you can be condescending or you can be ignorant - you can't do both at the same time. It makes you look like a silly Billy. Like I said, I'm not just looking at two companies. That's your straw man argument. I'll repeat my earlier reply because your reading skills don't seem so hot: >**I'm not extrapolating based on 2 companies. That would be ridiculous.** >**I'm saying these 2 companies are symptomatic of a larger macroeconomic environment.** What I'm doing is daily analysis on companies, macroeconomics, yields, bonds, real estate, treasuries, technicals, commodities, foreign and domestic economies. You can check my post history if you'd like to learn more instead of making baseless assumptions about someone you have had no exposure to. One fun post lists 80 companies (there are more) that cited a decline in consumer demand as a problem for them in 2024. >A sector ETF is not a proxy for retail spending. Eesh. I suggest you go chart USCS vs XLY instead of giving your naked opinion on things. **Spoiler alert, XLY is a proxy for retail spending.** >It's a proxy for equity values of retailers. Not, it's the **actual** equity value of a group of retailer equities. There's no proxy about it. [You can look at the holdings here if you're curious.](https://www.sectorspdrs.com/mainfund/xly) Now, I don't want to fully blow your mind but equity values of retailers go up when they become more profitable (which they do by selling things to cusomer - that's called "retailing"). Despite me saying I'm not using the companies to define the macro environment, you want to ask me about their specifics? I guess your wall of Google'd or ChatGTP questions is supposed to be intimidating? >Did you consider that inflation itself is built into revenue growth? Not really clear what you mean with the terms of your question. My contention is that inflation causes revenue growth until prices become too high and consumers reject them. This is known as supply and demand. >Did you adjust for that? Did I adjust what for what? You wan't me to pull inflation adjusted revenues for DLTR and DG? Why? Goodness, you don't think revenues were the issue, do you? Uh-oh. Someone is bullshitting. You didn't even check their earnings reports did you? The projections were the real problem (again, which cited waning consumer demand) >Did you also unitize at the same store level? Did I unitize what? Revenues per store for both company? Why the hell would I do that? Again, I'm trying to talk about macroeconomics, not two companies and certainly not the individual stores of each of the companies. >Did you determine whether they gained or lost market share? Over what period? Versus which retailers? Here. Let me find that for you. Oh, look. [The market share for DG was stable.](https://csimarket.com/stocks/competitionSEG2.php?code=DG) Go find DLTR for yourself. I'll be here looking for your point. >Margin management? What specifically about margin management? You seem to just be throwing out some list of words ChatGPT gave you. "Chat GPT, make it sound like I know what I'm talking about when it comes to a company's fundamentals." >E-commerce vs brick and mortar? What do you mean? You want me to compare the market share of e-commerce retailers vs. brick and mortar retailers? Why? Obviously, it's growing. You think it suddenly e-commerce competition blasted off last quarter vs. every other quarter in the last few years and some e-commerce company scooped up all their revenue? >On the macro side, did you account for income growth when looking at levels of debt? Another muddy question. Did I compare income growth to personal savings rate? Income levels to debt levels? Debt to GDP? Here. [Income growth has been on a solid and steady downward trend since since Dec 2023](https://tradingeconomics.com/united-states/wage-growth) [You think people are making more money so they're keeping a credit card balance?](https://www.lendingtree.com/credit-cards/study/credit-card-debt-statistics/) Default rates compared to what period? Hopefully not 2019-2024. I can think of a worse sector to make macro assessments about, but general merchandise retail is up there as far as the futility of this exercise. Macro Retail spending data is readily available, you can just look at it. Keep doing the work, just don't ever assume you have the full picture. Keep learning. What is "inflation is built into revenue growth" supposed to mean?
Last time I'm doing YOUR homework.... 47 USCS @ 230 I went to college foe 9 long years..... undergrad, post undergrand, semester at sea program, grad....
47 USCS @ 230 Also Antitrust Force fairness on the *new* television