Updated 14:01 GMT, 27 Oct 2026 SPX 7,682.09 +0.07% NDX 29,384.21 +0.38% VIX 17.78 -3.32% GOLD 4,038.30 0.00% CL 101.32 -0.43% BTC 79,792.98 -0.27%

Case Studies

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Bank of America: The Business We Rate, the Line We Won’t Cross
· Case Studies, Earnings Echo, Trader Mindset

Bank of America: The Business We Rate, the Line We Won’t Cross

Earnings Preview · 14 October 2026 Bank of America: The Business We Rate, the Line We Won’t Cross Where our screen stands going in Fails…

A Beat From UnitedHealth, a Clean Screen, and Room Left in the Price.
· Case Studies, Earnings Echo, Trader Mindset

A Beat From UnitedHealth, a Clean Screen, and Room Left in the Price.

Earnings Review · 13 October 2026 A Beat From UnitedHealth, a Clean Screen, and Room Left in the Price. The print Revenue $112.03B. EPS $4.69…

Wells Fargo Beat the Quarter, and Still Fails Our Ethical Screen. Here’s Why We Pass.
· Case Studies, Earnings Echo, Trader Mindset

Wells Fargo Beat the Quarter, and Still Fails Our Ethical Screen. Here’s Why We Pass.

Earnings Review · 13 October 2026 Wells Fargo Beat the Quarter, and Still Fails Our Ethical Screen. Here’s Why We Pass. The print Revenue $22.62B.…

Johnson Johnson Beat and Passes the Screen. Here’s What We’re Watching Next.
· Case Studies, Earnings Echo, Trader Mindset

Johnson Johnson Beat and Passes the Screen. Here’s What We’re Watching Next.

Earnings Review · 13 October 2026 Johnson Johnson Beat and Passes the Screen. Here’s What We’re Watching Next. The print Revenue $25.31B. EPS $2.59 vs…

Why We’re Passing on Citigroup Despite the Beat.
· Case Studies, Earnings Echo, Trader Mindset

Why We’re Passing on Citigroup Despite the Beat.

Earnings Review · 13 October 2026 Why We’re Passing on Citigroup Despite the Beat. The print Revenue $24.77B. EPS $2.83 vs $2.62 expected. What changed…

JPMorgan Chase Missed, and It Was Never Ours to Own. Protection Before Participation.
· Case Studies, Earnings Echo, Trader Mindset

JPMorgan Chase Missed, and It Was Never Ours to Own. Protection Before Participation.

Earnings Review · 13 October 2026 JPMorgan Chase Missed, and It Was Never Ours to Own. Protection Before Participation. The print Revenue $52.85B. EPS $5.75…

Aeon Looks the Part on Paper. Why We Still Don’t Own It.
· Case Studies, Earnings Echo, Trader Mindset

Aeon Looks the Part on Paper. Why We Still Don’t Own It.

Earnings Review · 13 October 2026 Aeon Looks the Part on Paper. Why We Still Don’t Own It. The print Results are in but not…

Publicis Groupe S.A. After the Print: How It Reads Through Our Screen.
· Case Studies, Earnings Echo, Trader Mindset

Publicis Groupe S.A. After the Print: How It Reads Through Our Screen.

Earnings Review · 13 October 2026 Publicis Groupe S.A. After the Print: How It Reads Through Our Screen. The print Results are in but not…

Rio Tinto Screens Clean After the Print, but the Price Has Caught Up.
· Case Studies, Earnings Echo, Trader Mindset

Rio Tinto Screens Clean After the Print, but the Price Has Caught Up.

Earnings Review · 13 October 2026 Rio Tinto Screens Clean After the Print, but the Price Has Caught Up. The print Results are in but…

We’ll Watch Goldman Sachs Today. We Won’t Own It.
· Case Studies, Earnings Echo, Trader Mindset

We’ll Watch Goldman Sachs Today. We Won’t Own It.

Earnings Preview · 13 October 2026 We’ll Watch Goldman Sachs Today. We Won’t Own It. Where our screen stands going in Fails the principled screen,…

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