Market Outlook
Daily/Weekly/Monthly macro analysis and sentiment.
SAP: What the Print Has to Prove Today
Earnings Preview · 21 October 2026 SAP: What the Print Has to Prove Today Where our screen stands going in Clears the faith-based (AAOIFI) screen…
We’ll Watch Philip Morris International Today. We Won’t Own It.
Earnings Preview · 21 October 2026 We’ll Watch Philip Morris International Today. We Won’t Own It. Where our screen stands going in Fails the principled…
No Room to Miss: Lam Research at 50x Earnings
Earnings Preview · 21 October 2026 No Room to Miss: Lam Research at 50x Earnings Where our screen stands going in Screens compliant (both standards…
Perfection Is Priced Into Tesla
Earnings Preview · 21 October 2026 Perfection Is Priced Into Tesla Where our screen stands going in Screens compliant (both standards agree). A name values-conscious…
A 30% Return-on-Equity Machine: Meta Platforms Reports Today
Earnings Preview · 21 October 2026 A 30% Return-on-Equity Machine: Meta Platforms Reports Today Where our screen stands going in Screens compliant (both standards agree).…
Why We’re Passing on 3M Despite the Beat.
Earnings Review · 20 October 2026 Why We’re Passing on 3M Despite the Beat. The print Revenue $6.50B. EPS $2.46 vs $2.38 expected. What changed…
Strong Print From Capital One, and Still Not Ours to Own. Here’s the Line.
Earnings Review · 20 October 2026 Strong Print From Capital One, and Still Not Ours to Own. Here’s the Line. The print Revenue $15.85B. EPS…
Chubb Limited Looks the Part on Paper. Why We Still Don’t Own It.
Earnings Review · 20 October 2026 Chubb Limited Looks the Part on Paper. Why We Still Don’t Own It. The print Results are in but…
Intuitive Surgical Beat and Clears Our Screen, but the Valuation Leaves No Room for Error.
Earnings Review · 20 October 2026 Intuitive Surgical Beat and Clears Our Screen, but the Valuation Leaves No Room for Error. The print Revenue $2.89B.…
Netflix After the Print: How It Reads Through Our Screen.
Earnings Review · 20 October 2026 Netflix After the Print: How It Reads Through Our Screen. The print Results are in but not yet verified…