Kroger Stock Rises On Q4 EPS Beat: Retail’s Cautiously Optimistic Q4 identical sales without fuel increased 2.4% year-over-year, the company said.
Walgreens Boots Alliance Confirms $10B Go-Private Deal: Retail’s Extremely Bullish The $11.45 offer represents an 8% premium to Walgreens stock’s closing price Thursday and 29% on Dec. 9, 2024, the day before the first media reports regarding a potential transaction emerged.
Walgreens Stock Jumps After-Hours On Report Of $10B Buyout By Sycamore, Retail Feverishly Weighs Fair Price The report follows recent speculation that the go-private deal was "likely dead," as analysts and media outlets have suggested.
Kroger Stock Dips After CEO Rodney McMullen Resigns: Retail Mood Takes A Hit The resignation followed a board investigation into McMullen’s ‘personal conduct’ unrelated to the business.
No Bidders, No Safety Net: Is Fed's Liquidity Lifeline Drying Up? Plus, ETFs To Watch If yields keep dropping, bond prices will rise. And if liquidity crunch fears escalate, defensive sectors could shine.
Consumer Spending Is Slowing—But These Stocks Will Still Thrive A clear rotation is happening in the market, with money coming out of the discretionary space and into the defensive space as a sign of fear.
Something Wicked Is Coming - Here’s How To Get Ready On February 18, 2025, I walked through a signal I got back on Valentine's Day. Now, it's just deciding whether to roll your put hedges down, close your VIX volatility spread, and begin to dip your toes in the water.
Warren Buffett Sold ULTA Stock—But Should You? Warren Buffett sold out of his Ulta Beauty holdings recently, sparking doubts in shareholders as to whether this company is still a hold.
How To Track A Capital Rotation Event In Three Charts Most investors just aren’t typically attuned to seismic shifts in sentiment, but maybe the retail investor community is finally catching on.
Making Bets On The Money The top-performing sector last week was financials, they closed up over 2.8% on the week at their highest weekly and monthly level in history.
This May Be Worse Than Inflation The Federal Reserve Bank of Atlanta’s latest GDPNow forecast plunged to a level that represents GDP declining to a -1.5% annualized rate.
Charts Rolling Over Or Holding In Logical Manner? The S&P 500 had a wild session on Friday based in part on some interesting video from The White House.
When Bad News Isn’t: 10 Great Stocks In Two Sectors There are signs of trouble ahead, like economic slowdown and resurgent inflation, but also signs of strength, like healthy demand - at least in some places.
Volatility Is The New Normal A discussion about market volatility, macroeconomic risks, and sector rotations.
