The market got knocked on its heels this week. The suits in Washington and the bosses at the Fed threw a one-two punch of tariffs and high interest rates that sent stocks tumbling. It’s a messy picture out there, and the market is clearly split between the AI powerhouses and everyone else getting left behind.
In this issue, I’ve gone through dozens of earnings reports to show you who’s actually making money and who’s just selling you a story.
Here’s what’s inside:
The Market Wrap: A no-nonsense breakdown of why the market dropped and which sectors got hit the hardest.
Key Insights Dashboard: The entire issue, boiled down to a one-page dashboard for those of you with no time to waste.
Earnings vs. Reality: I’ve analyzed over 30 company reports—from giants like Apple and Microsoft to turnaround plays like Starbucks and PayPal. We’ll cover the winners, the losers, and the hidden traps.
This Week's Duel: A head-to-head battle between the two companies selling the shovels in the AI gold rush: Cadence (CDNS) vs. Synopsys (SNPS).
The Big Question: What is the Fed really going to do about interest rates? I’ll show you the signals they can’t ignore.
Rick's Podcast Transcript: A deep dive into the brokerage platforms you use. I name names and tell you who to trust with your money and who’s just a digital pickpocket.
Two Deep-Dive Buys: I’m giving you my full analysis and trading plan for Palo Alto Networks (PANW) and Cadence (CDNS)—two companies the market is looking at all wrong.
The game is rigged, but they have to show their cards during earnings season. This is our chance to see their hand and make our moves. Let’s get to work.