I was busily preparing for the post-close rantings of a polarizing lunatic (by which I mean the RH earnings report and conference call) when it came across the wire that Amazon could be in the...
Lululemon is getting boot-stomped early Friday after the company.... wait for it... beat earnings estimates and guided lower than Wall Street's official estimate for the first quarter and all of 2025.
Ending a correction is a process. Hoping for a capitulation Crash is natural but a bit of a sucker's game and sort of misses the point. Getting into a crash is the same process only bigger. It's like ranking tornados; some are big, some less so but...
Busy morning of earnings with a little something for everyone as we try to figure out who, if anyone, is actually experiencing a recession as opposed to just talking about it all the time.
This morning saw a decent report from the dominant...
Retail sales came in soft for February, with some strength in staples. Discretionary was so/so which would have seemed bad two months ago but comes as a bit of a relief in light of the bloodletting we've...
The Animal Spirits have turned savage on Wall Street as stocks post their worst day in years. Time to take personal inventory and make a shopping list.
I started running money in 1997, straight out of graduate school. Underfunded and...
