Sean D. Emory @_SeanDavid

Founding Partner & CIO of @AvoryCo | Investing Where the World is Headed | Public + Private Investing | Data tells our stories | Opinions are mine. linktr.ee/avoryco Miami Joined October 2008

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Sean D. Emory @_SeanDavid

14 hours ago

What This Week Taught Us About AI In Action. Read here: linkedin.com/pulse/what-wee…

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Sean D. Emory @_SeanDavid

14 hours ago

50 bps cut now 12% probability for 12 days from now.

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Sean D. Emory @_SeanDavid

14 hours ago

On Friday we host Avory Signal. Our internal and soon to be external conversations about what's happening in the world of investing. Who's in?

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Sean D. Emory @_SeanDavid

15 hours ago

Some August App data Monthly Active Users Growth • Total: +5% Y/Y • Cash App: +8% Y/Y $XYZ • Venmo: +6% Y/Y • PayPal: +6% Y/Y

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Sean D. Emory @_SeanDavid

17 hours ago

Just like that. Real time inflation back below 2%.

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Sean D. Emory @_SeanDavid

a day ago

Lululemon weakness continues. 18 months ago $LULU

Sean D. Emory @_SeanDavid

a year ago

Lululemon weakness continues. 18 months ago $LULU

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I’ve always liked the term AUGMENTED intelligence as AI more than just using artificial intelligence. At least today it’s still very clear that AI isn’t replacing the human element it’s amplifying it. It’s a layer that augments how we work, live, and move through the world.…

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Sean D. Emory @_SeanDavid

2 days ago

I see this at $IREN $XYZ Not at $OPEN yet.

Sean D. Emory @_SeanDavid

2 days ago

I see this at $IREN $XYZ Not at $OPEN yet.

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Sean D. Emory @_SeanDavid

2 days ago

Consumer continues to spend. US retail sales held steady in mid-August. Total sales +4.8% Y/Y (same as July) – Transactions +3.5% – Average ticket +1.2% • Apparel was the standout: +8% vs +6.2% in July – Transactions +6.5% – Average ticket +1.4% • Grocery moderated: +2.7%…

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Sean D. Emory @_SeanDavid

2 days ago

So listening to companies at the Citi and Goldman technology conferences this week, one thing stood out: CEOs sound recharged. My take is that many of them feel like they’re back in founder mode. Less focus on the mechanics of running the business and more focus on product. AI…

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Sean D. Emory @_SeanDavid

3 days ago

You got questions. I got answers.

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Sean D. Emory @_SeanDavid

3 days ago

TSMC 70% share now.

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Sean D. Emory @_SeanDavid

3 days ago

I just asked 5 people to see if they have even heard of MCP within the AI landscape. I got 1 of 5. Not great, but you definitely at least need to know the basics. Model Context Protocol (MCP) is quietly one of the most important pieces of plumbing in AI. I often talk about the…

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Avory & Co. @AvoryCo

3 days ago

📍 Consumer + Housing = Core of the Economy Most homeowners are locked into low rates, keeping monthly cash flow healthy. Net worth is supported by stable housing prices and rising stocks. $40T of equity sitting in homes: potential fuel for future spending and money supply.

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Sean D. Emory @_SeanDavid

3 days ago

Nvidia market cap per employee is crazy. $100m per employee. Meta at $18m Apple $18m Microsoft $14m Alphabet $12m ______ $NVDA $META $GOOGL

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Sean D. Emory @_SeanDavid

3 days ago

Back to a deeply short VIX positioning.

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Sean D. Emory @_SeanDavid

4 days ago

Paychex out with their jobs data. The national jobs index reported consecutive gains for the first time since June 2023.

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Sean D. Emory @_SeanDavid

4 days ago

While consumers keep spending, there’s still plenty of room for sentiment to improve. Expectations and present conditions are running 40–80% above pre-COVID stimulus levels. Potential catalysts: 1. Rate cuts easing pressure on rate-sensitive areas (autos, credit, etc) 2.…

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Sean D. Emory @_SeanDavid

4 days ago

Just had a great call with an investor. They mentioned risk of China being "largest owner of US treasury". I shared this data. China is now #3 on the list. A shock to the group. Look at UK though. Big buying.