The Quarterly Review with Fexingo: Earnings, Reporting, and Performance Analysis for Businesses

This episode of The Quarterly Review dives into Carvana's expansion into new vehicle sales and what it means for the auto retail industry. Lucas and Luna break down the implications: Carvana's shift could disrupt traditional dealership economics, compress margins, and force legacy players like AutoNation to adapt. We look at the numbers — Carvana's unit sales growth, used car pricing trends, and t...

Lucas and Luna explore the emerging market for AI computing power as a tradeable commodity, drawing parallels to oil and electricity. With the S&P 500 at 7538 and energy stocks sliding amid a rotation, they examine how a new class of compute futures could reshape corporate earnings and investment strategies. They break down the mechanics of compute derivatives, the players involved—from hyperscale...

The Bank of Japan just raised interest rates to 1% — the highest since 1995 — and US stock futures barely budged. But behind that calm surface, a massive carry trade is unwinding, with implications for everything from the Russell 2000 to Big Tech margins. Lucas and Luna break down why a Japanese rate hike matters for your US portfolio, who benefits, and who gets squeezed. They look at the real num...

Lucas and Luna unpack the surprising story beneath the surface of June 2026's market rally. While the S&P 500 hits 7569 and the Dow crosses 51,893, real GDP growth has quietly accelerated to 1.6 percent — up from just 0.5 percent at the start of the year. They explore what this shift means for earnings reports, sector rotation, and why banks like JPMorgan and Bank of America are benefiting while e...

On June 15, 2026, the U.S. and Iran reached a historic peace deal to end the Mideast war. While headlines focus on big tech and oil, the Russell 2000 has surged 3.1% in five days. Lucas and Luna dive into why small caps are leading the rally, how Bank of America and JPMorgan are benefiting from regional bank exposure, and what the rotation says about investor sentiment. They also explore the energ...

In this episode of The Quarterly Review, Lucas and Luna examine the dramatic rotation unfolding in June 2026 as financial stocks surge and tech falters. With the Dow hitting 51,202 and the Russell 2000 up 3.1% in the past week, the hosts drill into why Bank of America and JPMorgan are seeing double-digit gains while the Nasdaq remains flat. They discuss the macroeconomic backdrop—GDP growth tickin...

Episode 51 of The Quarterly Review digs into the small-cap rally that's leaving the S&P 500 and NASDAQ in the dust. Lucas and Luna examine the Russell 2000's 3.1% weekly gain versus the S&P's 0.3% and the NASDAQ's 0.2% decline. They explore the rotation out of mega-cap tech into smaller, more domestically focused companies, citing real economic indicators like the recent GDP acceleration to 1.6% a...

Lucas and Luna dig into the market impact of the SpaceX IPO, the biggest public listing in history. With a $2 trillion market cap, SpaceX has minted thousands of new millionaires and billionaires among its early investors and employees. But who profits from managing that sudden wealth? The hosts point to a little-known wealth advisor stock that Baird just upgraded, explaining how firms like this b...

The SpaceX IPO on June 12, 2026, closed at $161, surging 19% on debut. But beyond the record-breaking pop, the listing is reshaping how investors think about sector rotation, risk appetite, and the wall between public and private markets. Lucas and Luna unpack what the SPCX debut means for the broader market: why strong IPO demand signals a shift away from momentum tech into real-asset growth stor...

On June 12, 2026, SpaceX made its historic Nasdaq debut, surging 21% to a market cap above $2 trillion and making Elon Musk the world's first trillionaire. Lucas and Luna examine how this landmark IPO is not just a headline event but a signal that amplifies the ongoing rotation out of high-growth tech stocks. They discuss the plunge in SpaceX proxies like ARKQ and the Russell 2000's 3.5% weekly ga...

The Russell 2000 is up 3.1% in the past five days while the S&P 500 barely moved. Lucas and Luna unpack why small caps are suddenly outperforming value stocks like JPMorgan and Berkshire Hathaway. They dig into the data: the Russell's breakout, the lag in large-cap value ETFs, and what the proposed Iran deal means for energy stocks like Exxon that have been dragging on value indexes. Plus, they co...

While all eyes are on the Nasdaq's rotation, the Russell 2000 has quietly gained 3.1% in the past five days. Lucas and Luna dig into why small caps are outperforming—touching on domestic exposure, lower valuations, and the shift away from mega-cap tech. They reference the S&P 500 at 7,394, the Dow at 50,849, and the Russell 2000 at 2,921, and discuss how Bank of America and other regional lenders...

The S&P 500 and Nasdaq have dropped over the past five trading days, but the Russell 2000 is up 1.4%. Lucas and Luna dig into this small-cap resilience on June 11, 2026. They explore why Bank of America and Chevron are gaining while Berkshire and JPMorgan slip, and what gold's six-month low says about the rotation. The episode ties the data to a single question: is this a fleeting defensive move o...

Episode 44 of The Quarterly Review examines the growing appeal of defensive dividend stocks as the S&P 500 sits at 7,267 and the Nasdaq lingers around 25,170 after a sharp rotation out of tech. Lucas and Luna break down why Pfizer (PFE) and ExxonMobil (XOM) are being called 'turmoil insurance' this June 2026 — Pfizer yielding over 4.5 percent with a drug pipeline that includes a blockbuster RSV va...

Lucas and Luna unpack the brutal rotation battering tech stocks in June 2026. The Nasdaq has shed 5.6 percent in five days while Berkshire Hathaway and JPMorgan are up. With the S&P 500 down 3.5 percent and the Dow off 'only' 2.5 percent, money is clearly flowing from growth into value. They examine the numbers behind the move — including the CPI print that hit a three-year high and the Iran headl...

In this episode of The Quarterly Review, Lucas and Luna examine how surging input costs from the Iran conflict and China's near-four-year high wholesale inflation are flowing through to corporate earnings. They break down the impact on margins for industrial and consumer goods companies, using real data from the latest GDP report and recent earnings calls. The hosts discuss which sectors are best...

The Nasdaq just dropped 6.7% in five days, but Berkshire Hathaway and JPMorgan are up over 3%. Lucas and Luna dig into the sector rotation driving this divergence in June 2026. They discuss the defensive shift from tech to value, the role of the Iran-Hormuz tensions, and why bank stocks are suddenly the safe haven. Specific numbers: S&P 500 at 7257, Dow at 50329, and Berkshire at $489.87. Plus a l...

Episode 40 of The Quarterly Review dives into a fresh data point: China's May shipments to the US surged 35% year-over-year, hitting a five-year high. Lucas and Luna explore what this means for trade tensions, supply chain stocks, and the broader market rotation away from tech. With the S&P 500 at 7406 and the Nasdaq down 4.3% in five days, the hosts connect the export boom to defensive sectors li...

The S&P 500 just hit 7,435, but beneath that number, a massive rotation is underway. While the Nasdaq dropped nearly 4 percent in five days, JPMorgan and Bank of America surged over 3 percent. Hosts Lucas and Luna unpack the forces driving this shift: rising real GDP growth to 1.6 percent, a Fed that's paused rate cuts, and a market that's repricing risk from growth stocks to value. They examine B...

Lucas and Luna break down the S&P 500's slide to 7,384 and the dramatic rotation out of tech and into banks and value stocks. They examine why the Nasdaq has fallen 5.1% in five days while JPMorgan and Berkshire Hathaway have surged, and what this says about investor sentiment heading into mid-2026. With the Fed on hold and GDP growth picking up, they discuss whether this is a healthy correction o...

Episode 37 of The Quarterly Review digs into the earnings season for major banks. Lucas and Luna examine why JPMorgan and Bank of America surged while the Nasdaq cratered, using specific data from the latest quarterly reports. They discuss net interest income trends, loan growth, and the impact of the Iran conflict on energy bank exposures. The hosts also analyze the surprising 3.8% weekly gain in...

The Nasdaq just had its worst week in months, down 5.1 percent in five days. Meanwhile, JPMorgan and Bank of America are up over 5 percent. Lucas and Luna dig into the rotation: why money is flooding into big banks, what the S&P 500's 2.8 percent weekly drop really says about the market, and whether this shift has legs. They look at Berkshire Hathaway's 3.8 percent gain, the Fed's rate outlook, an...

This week the Nasdaq dropped 5.1 percent in five days while the Dow barely budged. Lucas and Luna look at what's rotating out of tech and into financials and energy — JPMorgan up 5.3 percent, Berkshire Hathaway up 3.8 percent, and value ETFs like VTV actually gaining 0.3 percent. They unpack whether this is a genuine rotation or just a defensive repositioning ahead of summer, and what the VIX spik...

The Nasdaq just suffered its worst single-day drop since April 2025, falling more than 4 percent on Friday June 5. Lucas and Luna dig into what drove the selloff—and why it hit semiconductor stocks harder than the rest of tech. They trace the trigger to Meta's surprise disclosure that it may raise tens of billions in debt for AI capex, and examine how Alphabet's $920 million monthly compute deal w...

The Nasdaq just dropped 3% in a single day, extending a 4-week losing streak that has wiped out months of gains for the tech-heavy index. On this episode of The Quarterly Review, Lucas and Luna examine what's driving the rotation out of growth stocks and into value — and why this selloff feels different from previous tech routs. Lucas breaks down the S&P 500's 2.1% weekly drop alongside the Dow's...