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Nikki Dunn, CFP®'s avatar

Nikki Dunn, CFP®

$3.5M follower assets

Investor * Trader * Personal Finance * Behavioral Finance *

Co-host of http://wetalkmoney.com
@SheTalksFinance
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Nikki Dunn, CFP®'s avatar
$3.5m follower assets
I'm glad someone brought this up...
Post by Dollars and Sense | Commonstock | Some $WMT Optimism
Post by Dollars and Sense | Commonstock | Some $WMT Optimism
Despite the horrific earnings from everyone's favorite mega-everything store Walmart still reported some decent growth outside of the core business. Despite …
Commonstock
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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Nikki Dunn, CFP®'s avatar
$3.5m follower assets
Stocks Chicks Love (New YouTube Video)
New video on my YouTube outlining some of my favorite stocks in my portfolio and why!

https://youtu.be/ushCzHgGEAc
4 Stocks Chicks Love (Favorite Stocks In My Portfolio)
4 Stocks Chicks Love (Favorite Stocks In My Portfolio)
There are just some companies that are close to a woman's heart. Not only for shopping, but for INVESTING! Here are 4 stocks that chicks love to invest in (a...
YouTube
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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Nikki Dunn, CFP®'s avatar
$3.5m follower assets
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!

Would greatly appreciate you smashing the like button for me and subscribing if you're not subscribed.

https://youtu.be/j3ug9OQmpfM
Are We In A Stock Pickers Market? (And My Best Investing Strategy)
Are We In A Stock Pickers Market? (And My Best Investing Strategy)
What is stock picking and how do you know when the time is right to do it? I cover all of this and more! **** Go setup a Commonstock account and follow me f...
YouTube
Nikki Dunn, CFP®'s avatar
$3.5m follower assets
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.
post media
Nikki Dunn, CFP®'s avatar
$3.5m follower assets
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).
$ABNB $SBUX

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.
post media
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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Nikki Dunn, CFP®'s avatar
$3.5m follower assets
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.