GE Aerospace

General Motors Company

3M Company

United Parcel Service, Inc. Class B

Walmart Inc.

Good morning contrarians! Markets are on edge a bit after $WMT’s surprise announcement after the close last night. The stock sold off, taking other retailers down with it.

_Full disclosure: am long WMT and added to my holdings as stocks dropped, buying at $120/share_

Today we get a mess of earnings: $GM just fell short of estimates. $MMM lowered their outlook. On the positive side $GE and $UPS beat estimates with the latter maintaining outlook and even increasing share buybacks.

More on what’s moving markets today here:
[https://contrarianpod.substack.com/p/crucial-earnings-pivotal-housing?r=ag2nj&s=w&utm_campaign=post&utm_medium=web](https://contrarianpod.substack.com/p/crucial-earnings-pivotal-housing?r=ag2nj&s=w&utm_campaign=post&utm_medium=web)

Modern Growth Investing

Markets are on edge after Walmart surprised investors with an unexpected ‘business update’…

https://contrarianpod.substack.com/p/crucial-earnings-pivotal-housing?r=ag2nj&s=w&utm_campaign=post&utm_medium=web

Crucial Earnings, Pivotal Housing Data

Markets on Edge After Walmart Shocker

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