Posted inMarket Commentary

The Week Ahead: Week of 2/17-2/21

Markets will be closed on Monday in observance of President's Day, setting the stage for a shortened trading week. The calendar is relatively quiet, with no major economic reports expected…
Posted inMarket Commentary

Retrospective: Week of 2/10-2/14

Macro Events & News Earnings season continued, with notable volatility—AppLovin (NASDAQ:APP) surged 35% after delivering strong results and guidance. In contrast with The Trade Desk (NASDAQ:TTD), who saw a sharp…
Posted inMarket Commentary

The Week Ahead: Week of 2/10-2/14

Friday volatility should be expected under the new administration, which has now rolled out major trade-related policies two weeks in a row. This is likely a negotiation tactic—having it dominate…
Posted inMarket Commentary

Retrospective: Week of 2/3-2/7

Macro Events & News The week started strong as trade war concerns eased, with most impacted parties walking back tariff-related tensions. Strong earnings, including solid reports from the remaining Mag…
Posted inEducation & Tools

Exchange Traded Funds (ETFs)

Exchange-traded funds (ETFs) provide investors with a cost-effective and efficient way to gain diversified exposure across various markets. Introduced in the early 1990s, ETFs are primarily designed to track specific…
Posted inMarket Commentary

The Week Ahead: Week of 2/3-2/7

The trade war is now in full swing, with all sides imposing heavy tariffs, setting the stage for heightened market volatility. Expect fear-driven swings as speculation over the short- and…
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 inResearch Reports

Equity Profile: Apple

IntroductionCore BusinessCompetitive PositioningManagementFinancialsRisksTLDRAll Your Base Are Belong To Us Introduction Apple Inc. (NASDAQ:AAPL) is a multinational technology company that designs, manufactures, and markets consumer electronics, software, and services. Apple’s flagship…
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 1/20-1/24

Macro Events & News The markets were closed Monday in observance of Martin Luther King Jr. Day. The week also marked the inauguration of Donald Trump, with policy details beginning…