Economic Data Review
The coming week will feature several key U.S. economic data releases that could significantly influence market sentiment and introduce volatility to the market, which is currently trading near record highs.
Cisco Systems: CSCO
Bull and Bear Case for Cisco Systems (CSCO) Ahead of Q4 FY2025 Earnings This article is for paid members - please login or subscribe for access.
Global Foundries Inc: GFS
The President is moving forward on his initiative to reshore production to the US. There will be lots of winners in this move, particularly the blue-collar labor sectors that inhabit…
American Eagle Outfitters: AEO
American Eagle Outfitters is in the news these days... because of their advertising. We like the line of reasoning that suggests that there is no such thing as bad publicity.…
Air BNB Thoughts on Upcoming Earnings: ABNB
The bear case for Airbnb (ABNB) stock ahead of its Q2 2025 earnings report on August 6, 2025, highlights several interconnected challenges that could impact performance and valuation. This article…
PayPal: PYPL
Technology stocks have led the way. It starts with the Mag 7 and continues with software and hardware companies. But there is one area of tech that has been left…
Novo Nordisk: NVO
Novo Nordisk is a company that started out making the best diabetes treatments out there and then found out they have the best weight loss drug out there as well.…
ASML Holding NV: ASML
The tech sector, in general, benefits greatly from the advancements in semiconductor technology. SMH, the ETF that traces the semiconductor stocks, is up 19% so far this year and 215%…
Office Hours
In this episode of Office Hours, we discuss the recently passed crypto legislation and why it will be good for business and parts of the crypto community, particularly in the…
Economic Briefing
Investors and traders will likely closely monitor these economic events scheduled for the week of July 29–August 1, 2025, as they provide critical insights into consumer confidence, housing demand, labor…
Rio Tinto: RIO
Today, we would like to revisit our trade suggestion on Rio Tinto. This article is for paid members - please login or subscribe for access.