Posted inResearch Reports

Equity Quickie: Snap Inc

Here’s a high-level summary of Snap Inc (NASDAQ:SNAP), 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

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: Adobe Inc

Here’s a high-level summary of Adobe Inc (NASDAQ:ADBE), a member of the Watchlist. This offers a glimpse into the investment thesis and ranking for Associate Level subscribers. Management Level subscribers…
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

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 inResearch Reports

Equity Quickie: Uber Technologies

Here’s a high-level summary of Uber Technologies (NYSE:UBER), 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

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

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

Retrospective: Week of 4/14-4/18

Macro Events & News The ongoing trade war and evolving tariff landscape remained the dominant force in U.S. markets, continuing to overshadow earnings season despite a full slate of high-profile…
Posted inMarket Commentary

Retrospective: Week of 4/7-4/11

Macro Events & News The Trump administration's tariff strategy is unraveling as China continues to prove it won’t be strong-armed. This past week ended with the U.S. imposing 145% tariffs…