Despite the bad news, the economy is improving. Really. I’m serious, says Tim Geithner.
Despite the bad news, the economy is improving. Really. I’m serious, says Tim Geithner.
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S&P 500 down 4% YTD after 18% gain in '25. Buy dips in VOO, GOOG, META.
CPI data looms, with 3.4% YoY inflation expected. S&P 500 earnings growth >13%. DAL & STZ report.
BAC trades at 12x earnings with 26% upside potential. It's a Buffett value play with improving credit.
Hon Hai's sales jump 29.7% on AI demand, but Middle East risks loom. Valuation metrics show strong growth potential.
NKE tanks 15% on weak sales, but wholesale growth & low P/E hint at turnaround. Dividend yield near 3.7%.
Indexes rally despite Iran fears; DAL, LEVI, STZ earnings eyed for consumer spending clues.
AMZN's 30 P/E vs. MELI's 44 P/E. AMZN's growth solid, MELI's margins squeezed.
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