News of the Week (March 18 - 22, 2025) In case you missed it – my review of the Fed statement and Powell presser can be found here. Table of Contents * 1. Alphabet (GOOGL) – M&A Déjà Vu * 2. Nvidia (NVDA) – CEO
Fed Statement & Macro Updates Catch up on more than 40 detailed earnings reviews from this season here. Table of Contents * Fed Policy: * Economic & Fed Policy Projections: * Economic Commentary: * Quick Thoughts: Fed Policy: The Fed Funds rate
News of the Week (March 10 - 14, 2025) In case you missed it: 1. SentinelOne, Oracle & Block Earnings Reviews from Wednesday. 2. Latest Portfolio & Performance Update from Thursday 3. 30+ earnings reviews on the Mag 7, Uber, Snowflake, Mercado
SentinelOne, Oracle & Block (Part 2) Earnings Reviews Table of Contents * 1. Oracle (ORCL) – Earnings Review * a. Oracle 101 * b. Key Points * c. Demand * d. Profits & Margins * e. Balance Sheet * f. Guidance & Valuation * g. Call & Release * h. Take
