Winter Is Coming...For These Stocks! (And Netflix's Crazy Plan!)

Elliott Management's Dragon Hoard: HP Enterprise Soars!

My loyal subjects! News reaches me from across the Narrow Sea that HP Enterprise has seen its shares leap like Drogon into the sky! Apparently some entity called Elliott Management has decided to hoard a treasure of $1.5 billion in the company. They hope to… *engage in discussions*? Hmph. When *I* want discussions I simply unleash my dragons. Perhaps Elliott Management should consider a similar approach. Fire and blood indeed! But I digress this investment has made the stock jump 5% perhaps they will see the value of a strong Khaleesi (perhaps me) leading the charge into a new era!

Boeing Grounded! The Iron Throne and Trade Wars

Word has reached my ears that Beijing has forbidden its airlines from accepting further deliveries of Boeing aircraft. This is a blow truly. It seems even in this realm the game of thrones extends beyond Westeros. One wonders if Cersei is involved whispering poison into the ears of emperors. Nevertheless Boeing's stock has faltered a reminder that even the mightiest dragons can be brought down by a well aimed arrow… or in this case tariffs and trade disputes.

Bank of America's Gold: More Than Expected

Ah the Iron Bank of Braavos… I mean Bank of America! It seems they have managed to line their coffers quite nicely surpassing expectations with their earnings. A 4% jump in shares is nothing to scoff at! Net interest income and trading revenue outperformed it seems they have a good hand when it comes to coin. Perhaps I should hire them to manage the treasury of Westeros… provided they don't lend money to my enemies. It's important to have allies who can hold the line like the Unsullied when it comes to protecting your treasure.

Albertsons's Warning: A Taste of Winter?

Even the grocery stores are not immune to the coming winter. Albertsons's full year earnings guidance has fallen below expectations causing their stock to plummet like a Dothraki warrior from his horse. Analysts are predicting darker days. It seems even the realm of food is subject to the fickle nature of the market. The earnings were still positive but perhaps the people are cutting back wary of what may come. A reminder that even in times of plenty one must always prepare for scarcity.

Netflix's Dream: A Kingdom of Streaming!

Now THIS is a declaration worthy of a Targaryen! Netflix aims to achieve a $1 trillion market capitalization and double its revenue by 2030! They believe they can build a kingdom of streaming. It seems even in this world people desire to rule! I must say this ambition amuses me. I wonder if they realize that true power comes not just from wealth but from dragons. Perhaps they should acquire a few. Perhaps they should buy Drogon Rhaegal and Viserion from me oh wait…

The Rest of the Realm: Rocketing Up and Crashing Down

The rest of the realm offers a mixed bag of fortunes. Rocket Lab soars like a flaming arrow fueled by deals with the U.S. Air Force and U.K. Ministry of Defense. Coty alas falls deemed 'underperform' due to waning consumer spending. Mobileye stumbles weighed down by tariffs. Howmet Aerospace and Dow both face downgrades signs that the economic winds are shifting. These are turbulent times my friends. A time for caution and perhaps… a little fire and blood to shake things up! And if you wish to see the markets with your own eyes and perhaps speak to men who know them well then you may check out this exclusive event in the New York Stock Exchange.