The Weekender – August 30th
Trump's Future Depends on the Path of COVID-19 Grizzle's All-star strategist lays out why this election is looking like a…
Trump’s Future Depends on the Path of COVID-19
European Fiscal Union & US Dollar Weakness There have been several reasons why the US dollar has weakened in recent…
Cresco Labs Crushes Q2 Estimates, but will Debt Derail the Stock?
Cresco Labs (CNSX: CL), released second-quarter fiscal 2020 earnings today that exceeded street estimates. The company’s revenue came in at…
Fed Yield Curve Control will Drive the US Dollar Lower and Valuations of Growth Stocks Higher
Barbell Strategy of Cyclical & Growth Stocks The base case remains that cyclical stocks will enjoy renewed outperformance, as they…
COVID-19 Data Fades While US-China Tensions Flare Up
US COVID-19 Data Improving Attention remains front and center on the data for cases and deaths in America. In the…
The Weekender – August 9th
THE CHINA MONEY PRINTER IS IDLE, OVERWEIGHT CHINA Grizzle strategist Chris Wood lays out all the reasons why China's equity…
Alteryx Q2 results beat top and bottom line, but Weak Guidance Sends Stock into Freefall
Alteryx, Inc. (NYSE: AYX), a leading provider of end-to-end analytics platform released their second quarter fiscal 2020 earnings that beat…
Roku’s Q2 earnings Beat top and bottom line but Guidance on Ad Revenue Dissapoints
Roku, Inc. (NASDAQ: ROKU) the video streaming platform report their second quarter fiscal 2020 earnings that beat analyst expectations, yet…
Twilio’s Q2 Earnings reported EBITDA falling short of expectations in the midst of growing market share
Twilio Inc. (NYSE: TWLO) , one of the leading providers of cloud communications platforms reported their second quarter fiscal 2020…
The China Money Printer is Idle, Overweight China
China's Policy Driven Bull Market The Chinese stock market has resumed rallying since the start of the current quarter helped…