Feb 27, 2026
We discuss Retail sector results and the impact of tariffs on earnings and margins.
Feb 12, 2026
We discuss to what extent the recent loss of momentum in Tech stocks is tied to their Q4 earnings results.
Jan 29, 2026
We discuss the ongoing Q4 earnings season, with a focus on what impact tariffs are having on the overall earnings picture
Jan 15, 2026
We discuss bank earnings, the credit card announcement and the outlook for the industry and bank stocks.
Jan 9, 2026
With the 2025 Q4 earnings season about to begin, we discuss how critical the overall earnings picture is to the stock market.