Rising Rents Feed Inflation, While Lower Bond Yields Trip Up Cyclicals

Christopher Wood·August 16, 2021

Rising housing prices and rents are telling us inflation will not be cooling off anytime soon. Falling US...

FedEx Reports Q4 Financial Results, And Its A Beat!

Chris Fernando·June 30, 2020

Revenue beat by 5%, and Earnings Per share beat by 56%. EBITDA missed expectations however due to impairment...

Etsy (NASDAQ: ETSY) the online marketplace for creative goods delivered strong Q1 2020 results, the outlook is positive...

The monetary and fiscal policy response to the Coronavirus will usher a bear market for US government bonds,...

Andy Zhou·April 24, 2020

Trading for 84x earnings, is Amazon still the stock to own in a COVID-19 world or is Costco...

Thomas George·March 25, 2020

We examine the crosscurrents of unprecedented fiscal and monetary stimulus, higher global coronavirus infection rates and a rebounding...

Don Weaver·February 27, 2020

VMware (NYSE: VMW) released their fiscal Q4 2020 earnings, posting results that beat top-line expectations but missed on the bottom line.

Don Weaver·October 3, 2019

A weekly review of only the most important technology events to impact your tech stocks portfolio.

Don Weaver·September 26, 2019

A weekly review of only the most important technology events to impact your tech stocks portfolio.

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