Let It Grow Investing

Catching back up with the market after being on a family vacay! We look at earnings from Wal-Mart, Snowflake and Target. Shake up in leadership from Starbucks and Chipotle. Fed agreeing that September will be the month we get rate cuts. Jobs growth reports have been revised lower which is another reason the Fed is slowly cutting by the end of year. Week 34 PLTR win! Week 35 IBIT Week 36 poll time!...

We review the crazy sell-off on Monday and recovery by the end of the week. Looking at earnings from: Palantir, exceeded expectations, guided higher after partnership with Microsoft Eli Lilly, growth in Zepbound and Mounjaro, increased production capacity, increased gross margins to above 50% by 2026 Costco surprises to the upside on revenues with big increases to online sales Amazon and TikTok pa...

Market sell-off on Friday has investors in a tailspin trying to figure out which way is up! Unemployment numbers rise rapidly signaling a recession and the market has its worst day since 2020. Earnings have been fairly strong but cautious outlook has weighed heavily from some heavy hitters on the market. Tesla and Amazon were the only 2 of the mag 7 that have missed on earnings with only NVDA left...

Sell-off in tech on Wednesday! Time to go bargain shopping? TSLA misses and sells off 13% GOOGL beats on earnings and revs, youtube ad revenue comes in light amongst weakened consumer demand Gold hits all time high then cools, but drivers still in place to trend higher Purchasing Manager index points to signs of contraction in the economy Fed still looking to cut rates in back half of 2024 Lamb We...

President Biden drops out of the presidential race! Who will be the democratic nominee? Building a larger cash position Stock sectors to buy now Areas to avoid? Crowdstrike blunders and how I am playing it Week 31 stock of the week 1. MCD 2. CAT 3. XOM 4. MRVL 5. AVGO WEEK 1 SELL $PLUG, $HNST, $SHOP. BUY $DVN, $MPW, $NEE, WEEK 2 $NVDA, WEEK 3 $HASI, WEEK 4 $CRSP, WEEK 5 $TSM, WEEK 6 $MSFT, WEEK 7...

Looking at all the madness over the past week Trump assassination attempt CPI pushing lower the first time since covid Sell off in the NASDAQ as money rotates to the small caps Stocks continue higher reaching bubbly areas Warren Buffett indicator reaching a new high, as market pushes higher and GDP stays flat. Now at 195% Stocks for a Trump presidency and which sectors are safer to be buying now....

Tesla rallies higher on better than expected deliveries Unemployment rises to 4.1% Boeing faces criminal charges META rises to new highs CME fedwatch tool points to cuts of 50 to 75 bps by December meeting Nike could stay lower for longer Adobe rises 20% in the past month...what to do now?? SMCI and NVDA being used in Tesla Gigafactory for data center cooling WEEK 29 poll time 1. KO Coca Cola 2. P...

Looking at all the financial news from the week CCL Carnival outperforms WBA Walgreens gets destroyed on earnings and store closings NKE Nike trades down on guidance MU Micron sheds 8% from underperforming expectations in earnings Banks pass stress tests and raise dividends SMCI posts up largest gains for first half of 2024, WBA posts largest loss in the S&P WEEK 28 stock of the week? 1. JPM 2...

After NVDA's mind numbing run I have decided to take a bit more off the table and further cut my position down to size...but is my move enough? Writing covered calls on QCOM and selling off most of my position there. As rate cuts get nearer we look at stocks that should benefit from lower costs of borrowing, but we are also looking at the stocks that benefit when the consumer has a lower cost...

We look at a cooling CPI and PPI print, shedding light on rate cuts for the back half of the year. The Fed will take these cooler numbers and slowing job market into account as they discuss the possibility for one or two cuts for 2024. Oracle, Adobe and Broadcom have pushed higher after they beat expectations, guided higher for longer and even issued some stock splits. Apple pushes to record level...

Jobs report adds 272k new jobs vs. 180k expected! Rate cuts predictions drop from 70% probability down to 46% NVDA 10:1 stock split occurs Fisker FSR misses key $3.5M loan repayment on filing an 8-K with the SEC JUUL ban rescinded after 2 year investigation with the FDA. Week 25 1. KR Kroger 2. BLBD Blue Bird 3. MO Altria 4. CRWD Crowdstrike 5. TSLA Tesla WEEK 1 SELL $PLUG, $HNST, $SHOP. BUY $DVN,...

Costco earnings coming in better than expected! CRM Salesforce gets pummeled on weaker than expected software sales. Bringing down others in the industry! Ethereum ETPs approved in the UK Draftkings and Fanduel sink after Illinois announces plan to raise taxes on sports betting NVDA reaches new highs after earnings beat and guidance raise Week 24 1. CVX Chevron 2. RIO Rio Tinto 3. CRM Salesforce 4...

Earnings report from NVDA. Outperform and guide higher with revenue coming in from Blackwell GPU segment. 10:1 Stock split Dividend raise HUGE revenue growth Low PEG ratio Tesla resumes hiring AI and autopilot positions. SEC approves Ethereum spot ETFs and ETH rallies 25% over the past week Biden administration reschedules marijuana as a class 3 drug from a class 1. Remains illegal at a federal le...

We recap earnings from Home Depot, John Deere, Wal Mart. Deals, mergers and acquisitions from Walgreen Boots, Novavax, Microsoft, AMD, HASI and more! NVDA earnings on deck Airlines upgraded Time to buy small cap?? Russell 2000 Microsoft "build conference" NFLX dives further into live TV Tesla issues special interest rates on Model Y Week 22 1. AMD Advanced Micro Devices 2. IWM iShares Ru...

We look at some investing mistakes and how we can change them. Building and designing a plan for our investments before we even enter them! Earnings from CVS, BRCC. Earnings on deck from DE, WMT. Utilities rally and leave my buy price range! We look forward to a back half rally in stocks as the Fed could potentially look at cuts as more inflation news comes in! Week 21 stock of the week 1. DE Deer...

The Fed and Powell decide to keep rates flat for now Unemployment rises to 3.9% less jobs added than expected Apple earnings outperform, dividend raised, largest buyback ever Berkshire sells off portion of apple stock, but remains bullish Brookfield rises on Microsoft agreement Week 20 stock of the week 1. CVX 2. PLD 3. DKNG 4. CIVI 5. GPN WEEK 1 SELL $PLUG, $HNST, $SHOP. BUY $DVN, $MPW, $NEE, WEE...

Covering all the stock market news you need to know! Meta earnings sell off, Increased cap ex and potential for lower revenue than expected Alphabet numbers coming in strong and growth resumes Microsoft Pushes higher after earnings SNAP pushes higher after earnings and potential for TikTok ban in the US Buying $O Realty Income for week 18. Week 19 stock of the week 1. AMD 2. PLUG 3. META 4. VZ 5....

What a wild week! We have heard the Fed talking about another interest rate hike, NFLX falls on earnings, United Health rallies, Bitcoin halving occurs, semi conductors fall flat after SMCI guides lower. Tesla faces problems with Cybertruck, lowers costs on Model Y, S, X. Cuts cost of Full self drive down to $8K 30 year mortgage rises above 7% National gas prices on the rise Stock sectors we are l...

The market was a roller coaster this week with tons of events and news. Dollar General closing hundreds of location Iran involved in conflict in Middle East Oil and gas prices surging Tesla issues with accelerator on cybertruck, missed deliveries JPMorgan guides lower shocking the stock price Fed points to possibly only 1 cut in 24 We look to make moves based on the new found information that we a...

Looking at commentary from the Minnesota Fed. Job growth rate at the latest report. Tensions rising in the middle east. Where to invest as the S&P 500 keeps finding new all time highs? Tesla deliveries miss big! Ulta points to decreasing consumer spending Job growth exceeds all guides Inflation numbers remain elevated

Closing out a solid Q1 with strong gains for the S&P 500! Not everyone is participating, but the market breadth is beginning to widen out. TSLA, AAPL and UNH saw declines in Q1. Could they see a turn around? We are focusing on stocks with strong growth, guidance, positive changes from management and issuing buybacks with their excess cash. My plan for the podcast and investing challenge has al...

We were waiting to hear from the Fed and Powell this week about the plans for the economy. While we expected 6 rate cuts this year, we are down to 3. Powell announced that rates are unchanged for now and the market rallied. The idea of "stronger for longer" was being thrown around which is a change from "higher for longer". The economy is showing stronger than anticipated; stocks, real estate, GDP...

All eyes on the Fed as we await the decision for rate cuts this Wednesday! Market has sold off since the PPI release showed inflation coming in higher than expected. My plans have changed a bit since the start of the year as we have changed from 6 rate cuts predicted down to only 3. Will we even see 3 this year? Will rates, lending, mortgages come down enough to see some relief or will we be payin...

We check back in on the market and all the madness that is Wall Street. NVDA sets a new all time high BTC sets a new all time high PLTR closes another U.S Army contract CRWD rockets higher on earnings and guidance TSLA sales drop in China 19%YoY TSLA Giga Berlin is attacked with an arson case that shut the factory down Jet Blue and Spirit merger falls apart Target $TGT finally gets their house bac...

NVDA moves to the #3 market cap company slot META moves above $500/ share NSDQ moves to its all time high Russell 2000 closed on Friday at highest level since March 2022 Apple car has officially been scrapped BTC pushes higher as we near the halving event Reddit prepares to go public as $RDDT with $6.5B valuation WEEK 1 SELL $PLUG, $HNST, $SHOP. BUY $DVN, $MPW, $NEE, WEEK 2 $NVDA, WEEK 3 $HASI, WE...