See Government Money Flow to Stocks in Real-Time| New Dashboard

Track $184B (2024) in Federal Payments to Public Companies + Fresh Congress trading data & Salesforce reports AI-powered holiday surge.

Author

David Love
January 07, 2025

QUIVER STRATEGIES
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In today’s edition:

DATA ROUNDUP
🚨New Government Payments Dashboard🚨

Quiver has developed a new dashboard using the usaspending.gov API to track government contracts to publicly traded companies.

This tool becomes even more powerful when combined with the rest of Quiver's government dataset ecosystem.

Example: On January 2nd, 2025 Microsoft (MSFT) received a payment of $942,000 from the Social Security Administration for Microsoft Consulting Services, for court recording and transcription using Microsoft Technologies.

Here are a few different ways to use this dataset:

Government Contracts + Congress Trading Data

  • Monitor which companies receiving government payments also see congressional trading activity.

  • Identify potential legislative tailwinds by connecting payment flows with congressional investment patterns.

  • Track representatives who trade companies before major contract announcements.

Government Contracts + Lobbying Data

  • Cross-reference government payments with corporate lobbying expenditures.

  • Evaluate the ROI of lobbying efforts by comparing spending to contract awards.

  • Identify companies effectively converting political capital into revenue.

Track Payment Flow Patterns in Real-Time

  • Track sudden changes in payment patterns.

  • Monitor seasonal payment trends.

  • Identify top recipients of government funds by industry

  • Compare payment volumes between competing companies.

This powerful combination of datasets provides retail investors with institutional-grade insights, previously available only to Wall Street firms, enabling more informed investment decisions through comprehensive alternative data analysis.

POLITICS
Last Week’s Congressional Trades

Insights from our Congress Trading Dashboard

Several members of Congress made millions of dollars in the stock market in 2024:

  • Senator Shelley Moore Capito (R) just disclosed a purchase of stock in (GE) Aerospace. On 12/27/24 she bought up to $15K in GE Stock. GE Aerospace makes jet engines for military aircraft. Capito sits on the Senate Appropriations Subcommittee on Defense, which oversees defense spending.

  • GE is a conglomerate, but most of their revenue comes from its aerospace segment. Defense tech appears to make up about 25% of that segment.

  • We caught a massive purchase of Broadcom call options by Nancy Pelosi (D) back in July 2024. She bought up to $5M in options. Here's how (AVGO) has done since then:

NEWS
Salesforce (CRM): How AI and Mobile Commerce Reshape Holiday Shopping

Artificial intelligence-powered chatbots significantly boosted online holiday sales in the United States during the 2024 season, according to a Salesforce (CRM) report. U.S. online sales rose by nearly 4% year-over-year to $282 billion between November 1 and December 31, surpassing Salesforce's forecast of 2% growth. Retailers utilized AI-driven tools, such as conversational chatbots, personalized product recommendations, and loyalty programs, to engage customers seeking deals and trending products, contributing to the increase in sales.

Global AI-influenced sales also climbed from $199 billion in 2023 to $229 billion in 2024, with chatbot usage rising by 42%. However, the high rate of product returns—28% in 2024 compared to 20% in 2023—emerged as a challenge, potentially affecting profit margins. Retailers increasingly relied on mobile commerce, with 79% of orders placed via smartphones during the holiday season, particularly peaking on Christmas Day.