Nikki Dunn, CFP®'s avatar

$3.5M follower assets

Investor * Trader * Personal Finance * Behavioral Finance *

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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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?

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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.