“The softening of data should make the year-on-year number trend in the right direction”

by Marketing | Jan 16, 2025 | Market Notes, Media Notes

TREASURIES-US yields decline after Fed’s Waller’s remarks, soft data

“When it comes to Walgreens, it is just not time yet”

by Marketing | Jan 11, 2025 | Market Notes, Media Notes

Three-Stock Lunch: Constellation Brands, Walgreens, and United Airlines

“The path of least resistance is going to continue to be higher for the market”

by Marketing | Nov 25, 2024 | Market Notes, Media Notes

Market’s ‘path of least resistance’ is higher: Portfolio manager

“I think the market will focus on the supply constraint to manufacture Hooper and Blackwell”

by Marketing | Nov 22, 2024 | Market Notes, Media Notes

How to Think About Nvidia’s Supply Constraints

“Getting sales growth back on track would help increase leverage”

by Marketing | Nov 22, 2024 | Market Notes, Media Notes

Target’s in Trouble. How it Could Turn Business Around

“Many folks assumed Lowe’s sales would be higher this quarter and that wasn’t the case”

by Marketing | Nov 20, 2024 | Market Notes, Media Notes

Lowe’s Stock Is Falling After Earnings. Here’s Why