Posted inMarket Commentary

Retrospective: Week of 6/30-7/3

Macro Events & News As expected, the holiday-shortened week was relatively quiet in terms of market activity. One of the more significant developments was the passage of the comprehensive legislative…
Posted inEarnings Update

Earnings: Accenture FY25 Q3

Accenture (NYSE:ACN) delivered a solid Q3, beating expectations on both revenue and earnings. Revenue reached $17.7 billion versus the $17.3 billion consensus, while EPS came in at $3.49, topping the…
Posted inMarket Commentary

Retrospective: Week of 1/27-1/31

Macro Events & News The markets saw a boost this week, driven by continued solid earnings & guidance by megacap names, commentary from the Federal Reserve Chair, and PCE data.…
Posted inMarket Commentary

The Week Ahead: Week of 1/27-1/31

This week is pivotal for the stock market, with the Federal Reserve’s interest rate decision and earnings reports from four of the Magnificent 7. These stocks have driven more than…
Posted inMarket Commentary

Retrospective: Week of 1/6-1/10

Macro Events & News Another shortened week, the markets closed on Thursday to honor former President Jimmy Carter. Rising bond yields continued to pressure equity markets, spiked after Friday's employment…
Posted inResearch Reports

Equity Quickie: Accenture

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

The Week Ahead: Week of 12/30-1/3

The upcoming week will be holiday-shortened, with markets closed on Wednesday for New Year’s Day. Trading volume is expected to remain light as year-end tax-loss harvesting and adjustments by fund…