Shares of Constellation Brands (STZ) are getting hit hard today (-17%) after reporting 3QFY25 earnings. The stock has been dealing with concerns about Trump placing 25% tariffs on imports of Mexican goods since Mexican beers like Modelo, Corona and Pacifico…
It’s been a great time in the market with the S&P +31.46% over the last year. But – for a number of reasons – I suspect 2025 will surprise many in being a bad year with the S&P dropping 25%….
Market Commentary: JP Morgan (JPM) is down 7% today after President and COO Daniel Pinto said “Net interest income (NII) expectations are a bit too high. Next year is going to a bit more challenging” at an industry conference. Ally…
Kamala Harris’s plan to tax unrealized capital gains for individuals worth more than $100 million is supposed to be a tax on the ultra-rich but in fact it would crash the entire stock market, hurting everybody who owns stocks. Why?…
Perhaps the most important data point this week came from Dollar General (DG) when it reported its second straight disastrous quarter Thursday morning. For the second quarter in a row, DG lowered its full year guidance. DG is now expecting…
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Note: A few months ago I started writing a daily morning market email for clients, friends and family. I recently decided to start making this email more broadly available. Email me at gfeirman@topgunfp.com if you’d like to be added to…
George Floyd died at a moment of extreme dysfunction in American political life. Relations are so poisonous and so polarized between the parties that we are not seeing the kind of bipartisan meetings on Capitol Hill that typically occur at…