Macro Themes: What Do Corporate Earnings Say About The Economy?
Added 2025-08-04 02:17:59 +0000 UTC0:00 Intro
2:10 Consumer Weakness (UPS)
3:00 Operating Cost (SBUX)
5:52 A.I. Spending (AMZN, META & MSFT)
6:40 Affluent Consumer Spending (MA)
8:00 Tariffs Impact (AAPL, PG, V & WHR)
13:45 Conclusion
Comments
So basically I'm fuck if I bought PG...
albert marian gamer
2025-08-05 01:14:41 +0000 UTCToday was a low volume suckers' rally. In August I'm betting on 5800ish on the S&P500 and then another climb to an ATH, maybe even 7000; but then what? That's when I hear Willie Nelson singing "The Party's Over"
AURUM
2025-08-04 21:18:46 +0000 UTC
