First to Market
As Amazon and Walmart Converge, Retailers Are Jostling for Elbow Room
CHART OF THE DAY GOOD MORNING! Amazon AMZN -2.67% is scheduled to deliver what will likely be one of the most-watched earnings reports tomorrow after close....
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First to Market
Tesla Leaves the Fast Lane, But the EV Highway Continues
CHART OF THE DAY GOOD MORNING! Those who read Tesla's TSLA -3.91% most recent earnings report (or listened in on its earnings call) might be forgiven...
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First to Market
Big Tech is Losing Its Breath Catching Up With Little Tech
CHART OF THE DAY GOOD MORNING! Earnings results from four of the Magnificent Seven last week showed that Big Tech stocks are trying their hardest...
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First to Market
Buybacks, Trump, and Jesse Jackson
CHART OF THE DAY GOOD MORNING! In the 1990s, the Rev. Jesse Jackson demanded that Nike NKE 5.42% include black representation on its board and partner...
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First to Market
Yen and the Art of Carry-Trade Maintenance
CHART OF THE DAY GOOD MORNING! We've noted recently that the so-called bond vigilantes who seemed to act as a check on the more extreme...
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First to Market
Bond Voyage – Corporate Debt Signals Two Possible Paths Ahead
CHART OF THE DAY GOOD MORNING! Last week, my colleague Hardika Singh wrote about the recent surge in investor demand for corporate bonds citing it...
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First to Market
Whatever Happened to the Lag Seven
CHART OF THE DAY GOOD MORNING! Believers in the Magnificent Seven have had their faith tested in recent months. With four of them reporting earnings...
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First to Market
Economic Spending Is Close to Running on Fumes
CHART OF THE DAY GOOD MORNING! The glue that has been the hallmark of the soaring post-pandemic economy is coming unstuck, raising concerns about how...
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First to Market
The Stock Market Was Right to Not Care About Lisa Cook
CHART OF THE DAY GOOD MORNING! While all of us were uber focused on Greenland this week, important news pertaining to Federal Reserve independence took...
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First to Market
Can Tacos Without The Meat And Toppings Be Called Tacos?
CHART OF THE DAY GOOD MORNING! It’s only been 22 days into the new year, yet the market events of this week make it feel...
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