Posted inMarket Commentary

Retrospective: Week of 5/12-5/16

Macro Events & News The markets extended their rally this week as tariff concerns eased following a temporary de-escalation in U.S.-China trade tensions, with both sides agreeing to reduce the…
Posted inResearch Reports

Equity Quickie: Costco Wholesale

Here’s a high-level summary of Costco Wholesale (NASDAQ:COST), a member of the Watchlist. This offers a glimpse into the investment thesis and ranking for Associate Level subscribers. Management Level subscribers…
Posted inMarket Commentary

The Week Ahead: Week of 5/12-5/16

Earnings season is winding down, with nearly 90% of the S&P 500 having reported. Results have generally exceeded expectations, with limited changes to forward guidance, as customer and client behavior…
Posted inMarket Commentary

Retrospective: Week of 5/5-5/9

Macro Events & News The positive momentum from the prior week faded quickly on Monday, as traders likely took profits after the strong rally fueled by robust earnings and encouraging…
Posted inMarket Commentary

Retrospective: Week of 4/28-5/2

Macro Events & News Markets surged last week, with the S&P 500 extending its winning streak to nine consecutive sessions as trade tensions remained subdued. No new tariff escalations were…
Posted inMarket Commentary

The Week Ahead: Week of 4/28-5/2

The upcoming week will be pivotal, with a packed schedule of economic data releases and earnings reports from major tech giants Meta Platforms (NASDAQ:META), Microsoft (NASDAQ:MSFT), Amazon (NASDAQ:AMZN), and Apple…
Posted inMarket Commentary

Retrospective: Week of 4/21-4/25

Macro Events & News The week began on a negative note as uncertainty around the trade war continued to weigh on the markets. Incendiary comments from President Trump, particularly regarding…
Posted inMarket Commentary

The Week Ahead: Week of 4/21-4/25

The upcoming trading week begins under an unusual calm, with little noise from the Trump administration over the weekend—a notable shift from the barrage of trade-related developments in recent weeks.…
Posted inMarket Commentary

The Week Ahead: Week of 4/7-4/11

The past few weeks have been brutal for markets, driven largely by the escalating trade war initiated by President Trump. Reciprocal tariffs have now been announced against nearly every major…