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Reports Q4 2022 results on Tuesday, July 26, after the market close Revenue Expectation: $52.43 billion; EPS: $2.29 Growth in the cloud computing unit is key for stock performance When Microsoft...
There’s an argument that the post-earnings decline in AT&T stock is an overreaction Subscriber growth was solid, management remains optimistic But two long-running problems with the stock...
In less than six week, oil is down 29%. Since the June 14 peak, it has almost erased all the gains since Russia's invasion of Ukraine on February 24. If anyone continues to think we are not going into...
Micron offered bleak view of semiconductor industry in late June But two major global players provided upbeat results in early July More chipmakers report quarterly profit numbers this week Amid a...
Futures up despite economic concerns Fund managers are now holding the most cash in twenty years Demand worries fail to dent the oil price which moved up On Monday, futures on the Dow, S&P,...
ECB defies own guidance by raising policy rate 0.5% Government bond yields decline as investors' recession fears grow Fed rate hike of 0.75% expected this week The surprise last week came from the...
Higher mortgage rates historically associated with higher house price growth Buying a real asset with levered, tax-advantage loans is still a good idea This week we will see an acceleration in...
Since January, over 100 new actively managed funds have started trading As markets slide, actively managed funds become more appealing Note that actively managed funds tend to have higher...