All Clear From CPI

TalkMarkets - Fri, 10/24/2025 - 15:39
Today’s reaction is more about stock traders using today’s good news on inflation as an excuse to continue the rally that was already in place than about the ratification of future rate cuts.

Earnings Beat Rate Hits A 4+ Year High

TalkMarkets - Fri, 10/24/2025 - 15:25
Q3 earnings are still looking very healthy now that 30% of the S&P 500 index has reported results.

S&P 500 Earnings Dashboard 25Q3 - Friday, Oct. 24

TalkMarkets - Fri, 10/24/2025 - 15:12
25Q3 Y/Y earnings are expected to be 10.4%. Excluding the energy sector, the Y/Y earnings estimate is 11.2%.

Netflix Produces Strong FCF Q3 Margins - NFLX Looks 23% Too Cheap

TalkMarkets - Fri, 10/24/2025 - 14:59
NFLX stock looks too cheap here, and shorting OTM puts is one way to play the stock.

Pages