The Dow-30 set a record high Tuesday as sinking oil prices boosted non-tech blue chips, but the S&P 500 and Nasdaq Composite fell as Micron, Marvel, AMD, Intel and other Big Techs consolidated following a three-session winning streak. The$Dow Jones Industrial Average (.DJI.US)$rose 328.64 points (0.6%) to a 51,999.67 best-ever closing high, topping a record finish set just one day earlier. The in...
Earnings week remains the arena where the market reveals its true character—where numbers meet narrative, conviction collides with reality, and post-earnings moves often hinge more on guidance, forward outlook, and sector ripples than the raw beat/miss itself. Instead of crystal-ball predictions, let’s walk this path together Socratically. The best trades often stem from insights you develop yourself. Key Questions to Consider fo...
HD delivered resilient Q1 results with positive comparable sales and reaffirmed full-year guidance, signaling stable consumer spending trends and continued confidence in housing-related demand despite broader economic uncertainty.
It started before anyone reported a single number. Tuesday morning. Bond market. 30-year Treasury yield touching 5.19% — a level not seen in nearly 19 years. No earnings. No surprise. Just the bond market doing what it does when it decides the future is worth less than yesterday. By Friday,$SPDR S&P 500 ETF (SPY.US)$closed at 7,473.47.$Invesco QQQ Trust (QQQ.US)$at 26,343.97. The$Dow Jones Industrial Average (.DJI.US)$at 50,579.70. Up less than one per...
Two friends graduated from the same university in 2019. Same degree. Same starting salary. They ended up in different cities and stayed in touch. This week they were texting about the Walmart$Walmart (WMT.US)$earnings. The one in Houston said things felt fine. His neighbourhood was growing. A new family had just moved in next door from California. The Walmart near his job was packed on weekend...
There is a moment this week that most investors missed because they were reading the wrong report. Home Depot$Home Depot (HD.US)$reported on Tuesday. A retired contractor named David walked into his local store that morning, the same store he had been visiting for thirty years. He loaded his cart with caulk, a replacement faucet handle, and a box of screws. The kitchen renovation he had been planning since 2022 stayed on the list. Not because he could not afford it. Because it never felt like t...
ProfitByFriday
OPJay77344
:
Solid business, no argument there. The one thing worth checking before buying is what unlocks the next leg. The housing market has been frozen for years and the stock knows it. When mortgage rates finally ease and people start moving homes again, HD tends to be one of the first to feel it. Just worth knowing what you are waiting for before you buy.
terribletrader
:
very insightful article and a good read. it raises the question: How long can these two economies continue diverging before one meaningfully influences or constrains the other? i think we got at least a few years before it comes to a head
ProfitByFriday
OPterribletrader
:
That question is the most important one coming out of this week and honestly nobody has a clean answer. The dot com era ran a similar divergence longer than most people expected before the capex cycle digested and both economies came down together. The difference this time is the committed capital is not speculative — $725 billion from four companies writing cheques against revenue models that are already working changes the duration meaningfully. A few years feels right. Maybe longer if agentic AI delivers what is being modelled. But frozen consumers and accelerating enterprise spending have never stayed in separate lanes forever.
Home Depot (HD) Stock Forum
The $Dow Jones Industrial Average (.DJI.US)$ rose 328.64 points (0.6%) to a 51,999.67 best-ever closing high, topping a record finish set just one day earlier. The in...
Beneath the surface, however, the tape was anything but quiet.
Small-cap $iShares Russell 2000 ETF (IWM.US)$ and $iShares Core S&P Small-Cap ETF (IJR.US)$ ...
Memory took the next headline. $Micron Technology (MU.US)$ breached ...
Instead of crystal-ball predictions, let’s walk this path together Socratically. The best trades often stem from insights you develop yourself.
Key Questions to Consider fo...
Tuesday morning. Bond market. 30-year Treasury yield touching 5.19% — a level not seen in nearly 19 years. No earnings. No surprise. Just the bond market doing what it does when it decides the future is worth less than yesterday.
By Friday, $SPDR S&P 500 ETF (SPY.US)$ closed at 7,473.47. $Invesco QQQ Trust (QQQ.US)$ at 26,343.97. The $Dow Jones Industrial Average (.DJI.US)$ at 50,579.70. Up less than one per...
This week they were texting about the Walmart $Walmart (WMT.US)$ earnings.
The one in Houston said things felt fine. His neighbourhood was growing. A new family had just moved in next door from California. The Walmart near his job was packed on weekend...
Home Depot $Home Depot (HD.US)$ reported on Tuesday. A retired contractor named David walked into his local store that morning, the same store he had been visiting for thirty years. He loaded his cart with caulk, a replacement faucet handle, and a box of screws. The kitchen renovation he had been planning since 2022 stayed on the list. Not because he could not afford it. Because it never felt like t...
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