What Walmart told us about Inflation and what it mean for Stocks
Walmart Sent a Chill Through Retail Yesterday
The world's biggest retailer cranked out a decent quarter yesterday morning and was met with Bronx tears by Wall Street and the rest of the investing world. WMT...
Looking for a way to profit of the Street's (and my own) disappointment
With shares down over 60% over the last 4 years, earnings declining and a CEO set to retire Target had a chance to make dramatic changes. Instead, the discount retailer made the most obvious, timid, decision possible, announcing 20-year company...
TKO Rakes in huge cash for UFC. What I'm doing now.
TKO Scores a Knock-Out!
TKO signed a $7.7 billion, 7 year deal with Paramount+ to air UFC content, including PPVs. TKO is getting a full price for the asset. Just on the surface, Paramount+ is paying a...
On Holdings, Cava and Birkenstocks are poised to move this week.
According to Deutsche over 60% of the consumer facing companies that have reported so Q2 so far are lower. What's striking / concerning / disturbing is the spread between winners and losers. The downside reactions (RIP $CROX) are brutal, the...
Expectations are high for Amazon tonight. Here's what to expect
Peloton reported a much better-than-expected quarter and guidance on (almost) every metric! CEO Peter Stern continues to find ways to rip out expenses without increasing churn.
Put more simply, 18 months ago the question was whether or not...
In Friday's video, recorded during the meat of a stock market battering, I announced that I'd be selling two of our portfolio holdings. I closed the positions at yesterday's close....
These 5 Stocks will set the tone for a critical week.
Buckle up for Earnings
Coming off a week marked by negative headlines (Tariff Madness, Lousy Jobs, and the biggest index declines since May), the stock market is heading straight into the heart of the real...
The long grind higher since the April 8th lows came to a thudding halt last week and, not surprisingly, it was the Consumer Discretionary names leading the way lower. By the time the...
The owner of Vans, Columbia and Timberland (among other things) came in better than expected despite yet another decline in the Vans division, which fell by 14%. There's a...
The company missed on EPS, posted a 6th straight quarter of negative comps and still has little to show for 12 months of work CEO Brian Niccol has put in since he was plucked away from Chipotle for a cool...
One campaign won't save AEO... but it can move the stock
I couldn't stop thinking about AEO's new campaign. Not because of the actress or the fake(?) controversy being kicked up online. My interests are artistic, historic and pecuniary.
