Last Monday I suggested that McDonald’s (MCD) 2Q24 US Comps of -0.7% implied the economy was rolling over. However, one commenter on Stocktwits rightly pointed out that MCD is a barometer of the spending of the lower and lower-middle classes…
In March 2020 I made my deepest run yet in a high profile tournament finishing 36th at the $5200 Shooting Star at Bay 101 in San Jose, CA. On the second day I played with Chino Rheem and Darren Elias…
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.