Post Rally Hangover - Nov 14, 2022
Stocks give back some of the big gains from last Friday; Retailer earnings and retail sales reports loom big this week
14 Nov 20224min
Stocks Continue The Post-CPI Bounce - Nov 11, 2022
Stocks end the week on a positive note; China relaxes some Covid restrictions
11 Nov 20224min
Stocks Rocket Higher on Cooler Inflation Data - Nov 10, 2022
A lower than expected reading on the Consumer Price Index for October sends stocks soaring and yields plummeting; midterm elections seem to have a neutral impact on markets for now; crypto is still de...
10 Nov 20229min
Software Stocks Feel The Pain - Nov 4, 2022
Software stocks are down big after some notable earnings reports from TWLO, TEAM, CVNA, BIGC, NET, DDOG, DKNG, OPEN, and others. Optimism and commodities rise on news that China could soon scale back ...
4 Nov 20229min
Post Fed Hangover for Stocks - Nov 3, 2022
Stocks remain weak after the Fed meeting yesterday; I cover lots of earnings movers today including VMEO, RUN, ETSY, HUBS, UA, HOOD, BKNG, ATUS, FIS, LUMN, FTNT, QCOM, ROKU, and PTON
3 Nov 202213min
The Fed Strikes Again - Nov 2, 2022
The Fed hiked 75 basis points as expected but stayed hawkish, especially at the press conference, sending stocks into a late day tailspin
2 Nov 20227min
UBER & SOFI Deliver Earnings Upside - Nov 1, 2022
Markets are slightly negative after some mixed macro data out this morning; UBER, SOFI, SONY, and SPG deliver good earnings reports
1 Nov 20225min
How I Analyze Earnings Reports - Oct 31 2022
It's a big week for earnings, macro data, and the Fed. I preview the week and also answer a listener's question about how I prep and analyze quarterly earnings reports
31 Okt 202211min
