Services PMIs, Factory Orders, More Earnings. What’s going on with mortgage data?
Good morning contrarians! Wanted to wait for mortgage data before publishing today’s briefing. Good thing I waited because there was a bit of a reversal there. It may make sense to have this later publication time be the regular policy for Wednesday’s briefing.

Anyway, mortgage applications gained 1.2% over last week, compared to a decline of 1.8% in the prior week. The 30-year mortgage rate is down to 5.4% from 5.74% last week. That’s quite a reversal. Not entirely sure what it’s about. May be a glitch. Markets don’t seem to be moving much on the news.

We’re looking at a shift to risk-on after Nancy Pelosi spooked markets a bit with her visit to Taiwan yesterday.

Positive earnings this morning from $CVS, $BWA, and $TUP. $UA mixed. $SMG lowered guidance.

More here:
Eric Pelnik's avatar
$286.4m follower assets
Earnings this week
📞 Which calls are you most excited about?

Monday, May 3rd
$APPF AppFolio
$CAR Avis Budget Group
$IRBT iRobot
$CHGG Chegg
$EL Estee Lauder
$ZI ZoomInfo Technologies
$MELI Mercadolibre

Tuesday, May 4th
$ATVI Activision Blizzard
$UAA Under Armour
$APO Apollo Global Management
$AKAM Akamai Technologies
$AYX Alteryx
$WMG Warner Music Group
$CVS CVS Health
$MPC Marathon Petroleum
$MCFE Mcafee Corp
$TRI Thomson Reuters
$D Dominion Energy
$ESPR Esperion Therapeutics
$ZG Zillow Group
$SPCE Virgin Galactic
$MTCH Match Group
$LYFT Lyft
$PFE Pfizer
$UPWK Upwork
$SPT Sprout Social
$WYNN Wynn Resorts

Wednesday, May 5th
$TUP Tupperware Brands
$BKNG Booking Holdings
$SMG Scotts Miracle-Gro
$RDFN Redfin
$GM General Motors
$ELY Callaway Golf
$ETSY Etsy
$FSLY Fastly
$GDDY GoDaddy
$HUBS HubSpot
$PYPL PayPal
$TWLO Twilio
$ZNGA Zynga

Thursday, May 6th
$APRN Blue Apron
$TWST Twist Bioscience
$BYND Beyond Meat
$BL BlackLine
$MNST Monster Beverage
$CVNA Carvana
$NET Cloudflare
$DDOG Datadog
$DBX Dropbox
$EXPE Expedia
$EB Eventbrite
$FVRR Fiverr
$FNF Fidelity
$FNKO Funko
$GRPN Groupon
$MHK Mohawk
$W Wayfair
$SHAK Shake Shack
$PZZA Papa John's
$YELP Yelp
$MRNA Moderna
$SQ Square
$PTON Peloton
$ROKU Roku

Friday, May 7th
$CNK Cinemark
$DKNG Draftkings

Sources: Business Insider, Google Finance, and Yahoo Finance
Very excited for Peloton. Especially to see if they announce any new products and how their guidance over the next year looks
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Eric Pelnik's avatar
$286.4m follower assets
Earnings this week
Which calls are you most interested in?

Monday, March 8th
$TACO Del Taco Restaurants
$SFIX Stitch Fix
$REV Revlon

Tuesday, March 9th
$HRB H&R Block
$MDB MongoDB
$DKS Dick's Sporting Goods

Wednesday, March 10th
$BBW Build-A-Bear Workshop
$ORCL Oracle
$AMC AMC Entertainment
$TUP Tupperware Brands
$VRA Vera Bradley
$CLDR Cloudera
$LC Lending Club
$SUMO Sumo Logic

Thursday, March 11th
$ULTA Ulta Beauty
$DOMO Domo
$DOCU DocuSign
$FNKO Funko
$ZUO Zuora
$MTN Vail Resorts

Friday, March 12th
None of interest

Sources: Business Insider, Google Finance, Yahoo Finance
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