Mindblown: a blog about philosophy.
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Wall Street Bull Cuts S&P 500 Target as Market Risks Rise
Ed Yardeni, president of Yardeni Research, recently lowered his year-end target for the S&P 500 citing rising bond yields, oil prices and inflation.
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Crypto Stock Weakness Could Be a Buying Opportunity
The failed vote on the CLARITY Act creates uncertainty, but it doesn’t change how crypto companies) operate.
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The Great Divergence Inside Trip.com’s Q2 Earnings You Shouldn’t Miss
Trip.com is clearly more interesting than the 6% headline growth suggests, but TCOM stock suggests analysts aren’t true believers.
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Union Pacific Stock Gets a Powerful Boost From UBS
Union Pacific already owns an important transportation network. Now it may be entering a period of stronger demand and improving prices.
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CLARITY Act Fails: Why Coinbase, Robinhood Stocks Are Sinking
The failed vote on the CLARITY Act adds a real, near-term overhang to Coinbase and Robinhood, but it doesn’t break the crypto thesis.
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Wall Street Could Be Incorrectly Pricing TXN Stock Option Call Spreads
While TXN stock hasn’t performed well amid tech sector weakness, the market could be too pessimistic about Texas Instruments’ near-term prospects.
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$100 Oil Is Becoming A Corporate Margin Problem, Not Just An Energy Shock
Oil crossing $100 a barrel is easy to understand as an energy story, but the critical question is what it does to corporate margins?
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Dave & Buster’s (PLAY) Q2 Earnings Show a Turnaround I’m Still Not Buying
Dave & Buster’s finally gave investors some of the evidence they’ve been waiting for, but it may not be enough to make PLAY a Buy.
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Eli Lilly’s Weight-Loss Boom Could Have Powerful Growth Ahead
Eli Lilly’s weight-loss rally has already been extraordinary, but its next stage of growth may be just beginning.
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Etsy Gets a Powerful AI Boost as Oppenheimer Upgrades the Stock
Oppenheimer’s $90 price target suggests that Wall Street may see Etsy as an overlooked way to invest in the next phase of AI-powered commerce.
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