Amazon Faces 1 Big Obstacle Before Becoming a Buy
Amazon sports three wide moat businesses and almost universally positive analyst coverage. So why isn’t it a buy?
Thinking of Buying Costco? Here’s Why I’d Keep It on a Short Leash
Let’s take a close look at this big-box retailer after it posted a solid earnings beat.
Trump’s U.N. Address Before Iran’s: 8 Key Items Shaping the Stock Market Tuesday
Meta’s Muse AI model, luxury goods expectations and other headlines moving the market this morning.
Costco’s August Sales Bring Many Reasons to Remain Bullish
Distinguishing between net sales and total sales points to August quarter upside.
Seasonality, Politics and the Death of the Momentum Trade
Conditions for a difficult September are in place, but it will also create new opportunities.
The Bulls Are Using Margin Again. Here’s How Well That Has Ended in the Past.
Let’s look at today’s indicators with an eye to the past to get a look at a possible future scenario.
Asia’s Response to ‘Nvidia Effect’ May Surprise You
It has been a scary summer of moves in either direction for Asia’s chip sector and the reaction to Nvidia’s guidance may come as a shock.
The Consumer Is Spent Up, Not Pent Up
* The cumulative or “stacked” inflation (since 2000) is weighing on the consumer sector
* This, coupled with the shrinking savings rate, is critical to the outlook for equities given the role of consumer spending and the large swath of stocks dependent on the consumer...
Combine the flatlining in real disposable income:
With the dwindling savings rate:
And the outlook for consumer spending over the next 12 months is poor. The shares of Costco ($COST), Walmart ($WMT), Dick’s Sporting Goods ($DKS) and other consumer-related equities already “know this.”
Position: None
The Nvidia Wait Is Over. The Real Test Starts Now.
The stock is trading lower after the bell but the big question is how it impacts the broader market.
Two Biotechs I’m Buying Amid an Overbought Market
As retailers get hit and AI-plays bubble over, I’ve got my sights on these two promising biopharma stocks.