Manus Cranny’s Post

Transcript

Happy Christmas to everybody. This is the final video of 2024. You'll be happy. And I am not the Grinch. I'm just the recalibration keeper. Down 1.3% on the NASDAQ over 4 sessions, down 6%. And for the amateurs out there, great line from Matt Peterson this morning. They're the buyers and sellers of Tesla and MicroStrategy. But Mary Daly talks about recalibration. That's the next phase for 2025. Probably a shallower grave for rate cuts. So she's happy with this recalibration phase. They're not happy at Novo Nordisk. They said if you take our new weight loss drug. And lose 25% of the weight over 68 weeks. The number comes in at 22.7%. That is not good enough, $120 billion of a wipeout, down 30% on the stock. And since it's the last video of 2024 I gave you more of me have a look at this. Carlos Gold, the man who ran Nissan Mitsubishi alliance with Renault says Nissan is in full panic mode. The synergies are simply not there. And this is politically driven by the Japanese.