Spotify is down 8% pre-market on missing the EPS estimate for Q4. The subscription numbers were good with monthly usage and premium subscriber numbers coming in better than expected. The guidance for FY subs was light, which seems more on the side of...
A "tell" is an observable, consistent, unwitting behavior in reaction to a known stimulus. Which is a fancy way of stating something you already understand intuitively.
Examples: You try on a new, hot outfit to model for your partner. You...
Below is my weekly video for members of Macke's Retail Roundup.
My universe, the land of the consumer, has taken center stage. The eye of the storm, if you will. The center of the volcano. The hottest part of the mantle...
Stocks are getting hammered after President Trump's Reciprocal Tariffs were larger and broader than economists anticipated. Retailers and tech are leading the way lower early, which has been the...
I was busily preparing for the post-close rantings of a polarizing lunatic (by which I mean the RH earnings report and conference call) when it came across the wire that Amazon could be in the...
Lululemon is getting boot-stomped early Friday after the company.... wait for it... beat earnings estimates and guided lower than Wall Street's official estimate for the first quarter and all of 2025.
Ending a correction is a process. Hoping for a capitulation Crash is natural but a bit of a sucker's game and sort of misses the point. Getting into a crash is the same process only bigger. It's like ranking tornados; some are big, some less so but...
Busy morning of earnings with a little something for everyone as we try to figure out who, if anyone, is actually experiencing a recession as opposed to just talking about it all the time.
This morning saw a decent report from the dominant...
Retail sales came in soft for February, with some strength in staples. Discretionary was so/so which would have seemed bad two months ago but comes as a bit of a relief in light of the bloodletting we've...
The Animal Spirits have turned savage on Wall Street as stocks post their worst day in years. Time to take personal inventory and make a shopping list.
I started running money in 1997, straight out of graduate school. Underfunded and...
