Daily Comment
Daily Comment (August 29, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! The market is closely analyzing Nvidia’s latest earnings report to assess its implications for the future. In sports news, the New York Giants honored rookie wide receiver Malik Nabers by unretiring the iconic No. 1 jersey. Today’s Comment will explore… Read More »
Daily Comment (August 28, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! Anticipation is high for Nvidia’s upcoming earnings report as markets hope for another strong performance. In sports news, NCAA football is considering eliminating the spring transfer window. Today’s Comment will explore the reasons behind rising confidence but declining job expectations.… Read More »
Daily Comment (August 27, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! The market is eagerly awaiting earnings reports from several chip companies. In sports news, Dallas Cowboys’ wide receiver CeeDee Lamb has signed a new multi-year contract. Today’s Comment analyzes the influence of the Fed on equities, the impact of China’s… Read More »
Daily Comment (August 26, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with some new research confirming our positive view on the global defense industry going forward. We next review several other international and US developments with the potential to affect the financial markets today, including some notes on the… Read More »
Daily Comment (August 23, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! The market is still anxiously awaiting clues on the Federal Reserve’s next move. In sports news, Hideki Matsuyama continued his impressive run at the BMW Championship with a remarkable 73-yard putt for his third consecutive birdie. Today’s Comment will discuss… Read More »
Daily Comment (August 22, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! The stock market is currently grappling with the potential for interest rate cuts, fueled by the recent downward revisions to BLS payroll data and dovish commentary from Federal Reserve officials. In sports news, Cincinnati Reds first baseman and 2010 NL… Read More »
Daily Comment (August 21, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! The market is awaiting more guidance from Fed officials as it looks for a better understanding of the path of policy rates. In sports news, Jets QB Aaron Rodgers is being pushed to his limits in training camp as he… Read More »
Daily Comment (August 20, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with a potentially groundbreaking deal in which a Canadian firm is seeking to buy the Japanese company that owns the 7-Eleven chain of convenience stores. If successful, the deal would be the biggest-ever foreign takeover of a Japanese… Read More »
Daily Comment (August 19, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with some notes on Vice President Harris’s big economic speech on Friday, which appears to have fallen rather flat. (We also note that the Democratic Party opens its national convention in Chicago today.) We next review several other… Read More »