Runnymede Capital Management (Owner) | @Investopedia Top 100 Financial Advisor 2023 | Host of @inspiredmoneyfm Top 10 @Forbes Personal Finance Podcast | Speaker
.@RunnymedeCap and Burt Flickinger break down $TGT earnings, highlighting strong digital growth and improving traffic.
They say the turnaround is gaining traction despite initial market skepticism.
The pair point to long-term upside as TGT invests in distribution and competes with $WMT.
For more market news, tune into: SchwabNetwork.com/?CID=SM:Tw…
.@KungFuInvestor breaks down what the Street expects from Palantir (PLTR) earnings.
Wang sees future guidance as key – and breaks down the “risk” surrounding the name.
@G_Tsilis walks through an example options trade for $PLTR.
For more: schwabnetwork.com/?CID=SM:Tw…
.@RunnymedeCap and @cfraresearch's Arun Sundaram discuss what stands out to them in $AMZN's quarterly earnings and how elevated expectations for the company are weighing on the stock, with @DianeKingHall.
AWS reported Q1 2026 revenue of $37.6 billion, a 28% year-over-year increase, marking its fastest growth in 15 quarters.
For more market news, tune in at: SchwabNetwork.com/?CID=SM:Tw…
If oil stays elevated another month, @Davidwoounbound expects:
→ Meta (and others) freeze CapEx
→ Economy slows
→ Rates drop fast
But the real risk? 3 things colliding:
• Private credit issues
• AI CapEx bubble bursting
• War dragging on
That's when the Fed turns dovish.
"The Fed is trapped and largely irrelevant."
Lower rates → inflation
Raise rates with $38T debt → inflation
They only control the overnight rate. Mortgages & corporate debt are priced off long-term Treasuries they don't control.
@Gary_Brode's advice: Prep for more inflation
Inspired Money 100th Episode Celebration: A Global Thank You! We are embarking on a 4-hour marathon of gratitude to the 40 visionaries who built our savant-level library of knowledge. We are honoring the legends who define "Evolved Resilience Media" x.com/i/broadcasts/1aJbdbMAE…