PANW, DE & AZO Earnings

PANW, DE & AZO Earnings

As a generalist macro investor I focus on mega caps or stocks in the S&P 100. I look for high quality, reasonably valued stocks that express my macro views. This morning I feel like digging into a few stocks that recently reported earnings to see if any might be prospects for my portfolio as well as for the light they might shed on the market as a whole.

Is The Bubble Popping?

Is The Bubble Popping?

There is a debate among economists about whether we are on the verge of one of the greatest economic booms in history or whether the current market rally is the bubble of all bubbles. The consensus view reflected in market prices is the former. The latter is the correct one in my opinion…

A Divergence Between the QQQ and the NASDAQ, Bitcoin < $50k, T and SNAP Earnings: A Tale of Two Different Kinds of Stocks

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