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Nikki Dunn, CFP®'s avatar

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Investor * Trader * Personal Finance * Behavioral Finance *

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i think its very important especially during what are seemingly bad earnings calls to be able to look at the data as a whole instead of freaking out over an earnings miss. I appreciate the repost!
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Absolutely loved this video, Nikki! Some great companies mentioned. Really enjoy the way you curate your content.

My partner holds a small position in $LULU. Never underestimate the spending power of customers loyal to a brand. My mum and friends absolutely pay for its quality yoga wear. I find their pricing power to be really strong.

Do you think Lulu's margins may face a bit of pressure (outside of transitory supply chain inflation/disruption) as the shoe range has launched (generally a lower margin product offering)?

Also, this is the first that I am being introduced to $ULTA :)
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Are We In A Stock Pickers Market?
Hey all! I released a new video on my YouTube channel diving into what a stock pickers market is, how to spot a stock pickers market, and my favorite investing strategy!

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Technical retest levels in S&P
Levels I am watching for the S&P 500 to retest on this bounce...

That doesn't mean we will actually get to either of these, but, this is where I see larger market reactions coming from.

I think it's important to remember that nobody knows what is going to actually happen... invest accordingly and scaling in is your friend.
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Random thoughts on where we go from here...
Well... it appears people are still purchasing over-priced Airbnb's and lattes at Starbucks (ABNB expressed strong demand for travel).

Earnings have been better than I thought. Job openings are still elevated and unemployment is still low. If the market is thinking the Fed could get less aggressive here, I think if anything, this gives them the green light to keep staying hawkish.

The S&P 500 (ES) has been pretty choppy at a major support level. Feels like it is just waiting to hear from the Fed for now.
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What is your take on how high the Fed can raise interest rates over the next couple of years?

Personally I find it hard to believe they could raise rates above 3%, because the federal governments debt service would become unmanageable.

3% is much, much lower than the all time high in 1981 of (a dizzying) 16%.

While it might be healthy to get interest rates up above 5%, what do you see as realistic as far as where the Fed CAN put interest rates?

Thanks!
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Relief
It has been good to see names like FB, PYPL, PINS, UPWK holding up after earnings... market is finally checking itself on being too overly pessimistic in some areas.

Still have a lot to go here with earnings season. Growth is slowing overall, but, businesses are still out there making money and growing revenues. It's not all complete doom and gloom.