Posted inEarnings Update

Earnings: SoFi Technologies FY24 Q4

SoFi Technologies (NASDAQ:SOFI) delivered another strong quarter this week, exceeding both revenue and EPS estimates, and capped off a record fiscal year. Notably, this marked its first full year of…
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…
Posted inResearch Reports

Equity Quickie: Apple

Here’s a high-level summary of Apple Inc (NASDAQ:AAPL), 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 1/20-1/24

This week brings another holiday-shortened trading schedule, with markets closed on Monday in observance of Dr. Martin Luther King, Jr.'s birthday. Monday also marks the inauguration of President Donald Trump,…
Posted inMarket Commentary

Retrospective: Week of 1/13-1/17

Macro Events & News The softer PPI at 0.2% and in-line CPI at 2.9% helped ease fears of a renewed inflation surge, raising hopes for earlier-than-expected rate cuts. This relief…
Posted inResearch Reports

Equity Quickie: Dell

Here’s a high-level summary of Dell Technologies (NYSE:DELL), a member of the Watchlist. This offers a glimpse into the investment thesis and ranking for Associate Level subscribers. Management Level subscribers…
Posted inEducation & Tools

Online Brokerages & Trading Platforms

The online brokerage landscape has expanded rapidly, offering investors a wide array of platforms to choose from. Each brokerage brings its own set of advantages — whether it’s responsive customer…
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…