I know I disappeared from CS for one week, but unfortunately, I am not in great health condition 🤷‍♂️ Anyway, I can't forget to congrats with $KO Management on the amazing quarterly result.

Good job 🤩

Yield 2.67% - the stock is quite expensive right now...

Here are some notable earnings coming out this week that I am focusing on:

Monday - $KO

Tuesday - $MSFT, $GOOGL

Wednesday - $FB, $BA, $PINS

Thursday - $AAPL, $AMZN, $TWTR, $CAT

Friday - $XOM, $ABBV

I own most of these tickers and would love to add if the opportunity presents itself after this week's earnings. Unfortunately, last week, my scanner did not pop up anything, as you can tell, due to the volatility, so it has been pretty quiet on my side.

Good morning contrarians! Stock futures are dropping anew apparently over concerns of China’s Covid restrictions…

It’s a massive week for earnings. Most of that tomorrow and Wednesday. For today we’re waiting on $KO and $ATVI.

Commodities are a sea of red, with WTI crude oil down 4% to $98/barrel. Industrial metals zinc, palladium, nickel, and aluminium are all off multiple percent. It looks like concerns about China’s Covid lockdowns are finally coming home to roost. Cryptos are going along for the ride down, with bitcoin off 3% to trade around $38,500.

Bonds are seeing some bids amid this risk-off, with the yield on the 2–year down about 10 basis points to 2.62% whilst the 10-year yield is down 7bps to 2.84% (yields move inversely to prices). This moves bond yields further off of their highs seen earlier this month.

More in today’s briefing and podcast, now live here:

Buckle up everyone, this will be a crazy week! There are so many earnings coming up and this list isn't even complete!

Having said that, what's your favorite company reporting their earnings this week?

$AAPL $MSFT $GOOG $AMZN $FB $CB $BAS $NOVN $KO $ROG $PHIA $CAST $V $MMM $TXN $UPS $RTX $ADM $ASSA $SE $AMGN $QCOM $AFL $UL $TTE $INTC $HSY $MRK $MCD $DLR $XOM $CVX $ABBV $DGEO $CL $HON $WPC

#Earnings #stockmarket

Portfolio Bracketology has concluded and you have chosen $AAPL as your champ! $AAPL beat $VTI 21 - 16 in the final poll results (combined between Twitter and Commonstock poll).

The bracket was made up of all 55 of my active holdings - as verified here on @commonstock. Seeding was based on total return since initial acquisition date through 2/28/22. Final rankings are based on poll results - ranked in each round by initial seeding.

Dividend reinvestment