Posted inMarket Commentary

Retrospective: Week of 2/17-2/21

Macro Events & News The markets showed early strength after the Presidents Day closure on Monday, with the S&P 500 hitting all-time highs Wednesday before sharply reversing, dropping 1.7% on…
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…