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3Q Earnings: Financials, Homebuilders Expected Weak; Tech, Industrials Expected Strong
Reading Time: 1 minute3rd quarter earnings “officially” kick off today with Alcoa announcing earnings after the close. Analysts are expecting just 1% profit growth for the S&P 500, down from about 4% a week ago, according to this Investor’s Business Daily article. Financials…
Top Gun FP Client Note: Blowout Earnings Overshadowed by SEC Suit Against Goldman
Reading Time: 11 minutesNOTE: Every week I write a Client Note for my clients. For a limited time, I am allowing non-clients to sign up and receive the Client Note. You can sign up at the top right hand corner of the website. …
Mish: Mutual Funds – And Buy And Hold – Don’t Work In Secular Bear Markets
Reading Time: 4 minutesI used a fee-only financial planner to evaluate our portfolio of mutual funds using a Monte Carlo analysis tool to estimate how much we needed to save annually to hit our retirement “number.” I’ve been a premium Morningstar member for…
NVDA: Technicals Vs Fundamentals: Another Test Of The Competing Narratives
Reading Time: 3 minutesWhile not quite as well known as The Big 5, semiconductor manufacturer Nvidia (NVDA) – with a $500 billion market cap – is one of the most popular and important stocks in the market – and it reports 4Q22 earnings…
Market Commentary, Pricing In Normalization in 2021, The Point of Maximum Optimism, ZM Earnings
Reading Time: 9 minutesNote: To sign up to be alerted when the morning email is posted to my website, enter your name and email in the box in the right hand corner titled “New Post Announcements”. That will add you to my AWeber…
Top Gun FP Client Note: Commodity Crack-Up May Signal Start Of Larger Correction
Reading Time: 6 minutesNOTE: Every week or two I write a Client Note for my clients. For a limited time, I am allowing non-clients to sign up and receive it at the same time as my clients. You can sign up at the top…
