Stock Market Analysis & Comment

It remains difficult to bet against J&J in the long term Near-term challenges around currency and inflation will linger into 2023 Investors probably shouldn’t rush to sell shares, but a...

Small caps enjoyed a strong 13% profit advance in Q2 But forecasts for Q3 bottom line have been slashed High inflation is a top concern, strong U.S. dollar could be a relative tailwind Relative...

Stocks finished the day higher yesterday , with the S&P 500 rising by around 1.2%. It was a curiously odd rally because the China markets were smashed earlier, with Hong Kong dropping more than 6%...

Alphabet stock has lost a third of its value since its November peak on growth concerns Alphabet is forecast to report single-digit sales growth when it reports its third-quarter earnings tomorrow...

For a decade, VZ outperformed its closest peer T But on an absolute basis, the stock disappointed; AT&T’s misadventures simply made Verizon look better in comparison With AT&T apparently...

Friday's 2.4% jump on the S&P 500 came on the back of 'dovish' remarks by San Francisco Fed President Mary Daly But, in reality, the market now expects the Fed to raise rates to 5% by May...

Major tech/media/telecom firms report Q3 results this week S&P 500’s earnings growth solid so far, but maybe not so much with a few tweaks With the VIX near 30, volatility is...

Mega-cap tech earnings, Q3 GDP data, PCE inflation in focus Exxon Mobil stock is a buy with strong earnings coming up Shopify is set to struggle amid slowing sales growth, weak outlook Stocks on Wall...

Is it a trend? A sign of the times? Or both?What I am referring to are share buybacks. Talk on Wall Street this week included a whole lot of conversations about share buybacks. They are a great way to...

Snap reported its slowest quarterly sales growth ever last night Shares have tumbled nearly 85% this year, wiping out $88 billion from its market cap The Snapchat app, however, is still very popular...

Rising yields continue to drive prices of risk assets lower Charts tell you everything you need to know: this is a bear market After a bright start to the week, the major US indices have started to...

Tesla’s latest earnings report has raised doubts that the EV maker is immune to macroeconomic headwinds Shares are down 30% this month on signs that the company is feeling pressure on its...

As a defensive stock, PG a stereotypical name to own during a recession But inflation and strong dollar creating significant risk to earnings At 22x this year’s earnings guidance, and 25x free...

The S&P 500 finished the day lower yesterday by around 70 bps, despite being up more than 1% in the overnight trading session. The gains evaporated as the dollar surged and rates rose sharply. The...