Good MorningEquities started the weak falling nearly 3.0% to the lowest levels in over two weeks as fighting in Ukraine intensifies. While Ukrainian forces are putting up a solid fight, the Russian advance is largely unchecked and moving forward step by step. With fighting expected to enter population centers at any time, the odds of a Ukrainian collapse grow daily. The economic fallout from Russia's offensive also grows on a daily basis with the price of gold and oil rising in the face of a strengthening dollar. The price of WTI rose more than 6% intraday on Monday to hit the $130 level and we think it will move even higher.
The biggest risk this week, however, is on Thursday with the CPI data. The CPI is expected to accelerate to 0.7% month-over-month and to 7.8% YOY and there is a risk both figures could be hotter than expected. Regardless, with oil prices near record highs, there is no reason to think inflation will slow, and every reason to believe an economic slowdown is at hand. Featured: Elon’s big $266,000 per second purchase (Ad) 
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Consumer Discretionary | |
Inflation has gone from an annoying “i-word” to a full-blown curse word since the Russian invasion of Ukraine. Prices of everything from oil and gasoline to wheat and corn have skyrocketed with sanctions and boycotts escalating an already volatile pricing environment.
This in turn has... Read the Full Story |
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Markets | |
It’s clear that Russia’s attack against Ukraine continues to cause turbulence in the markets. But it’s also presented opportunities.
In today’s episode, podcast host Kate Stalter sits down with Randy Farina and Pete Trontis, portfolio managers at Excencial Wealth. Randy an... Read the Full Story |
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Transportation | |
These 3 Railroad Stocks Are Heating Up
Ever since the conflict between Russia and Ukraine began, certain areas of the market have been moving fast. A lot of this has to do with the widespread economic changes that could come out of this geopolitical issue. Look no further than the move in the ene... Read the Full Story |
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From Our Partners | | Trump is launching a new $250 bill - but that may be a distraction. Behind the scenes, Executive Order 14241 is orchestrating what analyst Porter Stansberry calls a total U.S. money reset, bypassing conventional legal channels under the guise of national security.
The last time America reset its currency - under Nixon in the 1970s - it created an average of 1,300 new millionaires a day for over 50 years. Stansberry has identified three asset categories connected to Trump's initiative that could surge, plus his single top investment move. | | Watch the documentary briefing and find out which side you land on |
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Retail/Wholesale | |
According to Factset, approximately one-fourth of S&P 500 companies fell short of fourth quarter earnings expectations. Bottom line estimates for the current quarter are heading lower with the Russia-Ukraine war wreaking havoc on already elevated commodity prices and supply chain constraints.
... Read the Full Story |
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Finance | |
So far, the stock market hasn't had much spunk or pizzazz in 2022, and many industries have borne the brunt of these issues. Markets have remained volatile and the war in Ukraine has affected commodity prices, inflation and interest rates. Changes in the monetary policy could also mean more stormi... Read the Full Story |
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From Our Partners | | Bank of America just revealed your expiration date. In their Bloomberg interview, they didn't just predict the digital dollar. They gave us the timeline… 2025 to 2030. We're in that window right now.
Once the digital dollar launches, every transaction you make will be tracked. Your spending could be controlled. Your accounts could be frozen.
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Retail/Wholesale | |
Omnichannel Petco Health+Wellness Is Ready To Reverse
Competition or not, Petco Health+Wellness (NASDAQ: WOOF) is well-positioned within the growing pet care industry and shares of its stock are ready to move higher. The stock has been in a downtrend driven by the combination of waning analysts ... Read the Full Story |
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Utilities | |
IDT Corporation Is Poised For Growth And Capital Returns
IDT Corporation (NYSE: IDT) is emerging as a hot microcap fintech play and it’s one we want to put on our watchlist. The company engages in a variety of communications markets including traditional phone/mobile, payments, and money ... Read the Full Story |
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Retail/Wholesale | | Restaurant operator Cheesecake Factory (NASDAQ: CAKE) stock spiked on its Q4 2021 earnings only to plunge with the benchmark indexes sell-off. The operator of restaurants Cheesecake Factory, North Italia, Flower Child, and Fox Restaurant Concepts (FRC) including Grand Lux Café and Rock Sugar ... Read the Full Story |
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Consumer Staples | |
The Market For BJ’s Wholesale Club Has Peaked
BJ’s Wholesale Club (NYSE: BJ) had a record-setting year in 2021 and the good times are not over. The bad news is that growth is underpinned by rising gas prices, margins are tightening, and COVID-19 tailwinds are no longer blowing. What ... Read the Full Story |
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Finance | |
Equity Markets Reverse On Spiking Volatility
Russian aggression in Ukraine remains unchecked and is driving volatility in global markets. The latest news has Putin manipulating ceasefire agreements in his efforts to push deeper into the embattled territory. The latest targets include population c... Read the Full Story |
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Tuesday's Early Bird Stock Of The Day Arista Networks, Inc. engages in the development, marketing, and sale of data-driven, client to cloud networking solutions for data center, campus, and routing environments in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific. Its cloud networking solutions consist of Extensible Operating System (EOS), a publish-subscribe state-sharing networking operating system offered in combination with a set of network applications. The company offers data center and cloud networking systems, including newer artificial intelligence (AI) ethernet switching platforms; campus wired and wireless products, and routing systems addressing Core Routing, Edge Routing, Data Center Interconnect (DCI), Multi-cloud and Wide Area Networking (WAN) use cases; and a suite of value-add software solutions that leverage EOS to provide end-to-end orchestration, automation, analytics, network monitoring, and security. It also provides post contract customer support services, such as technical support, hardware repair and replacement parts beyond standard warranty, bug fixes, patches, and upgrade services. The company serves a range of industries comprising internet companies, service providers, financial services organizations, government agencies, media and entertainment companies, telecommunication service providers, and others. It markets and sells its products through distributors, system integrators, value-added resellers, and original equipment manufacturer partners, as well as through its direct sales force. The company was formerly known as Arastra, Inc. and changed its name to Arista Networks, Inc. in October 2008. Arista Networks, Inc. was incorporated in 2004 and is headquartered in Santa Clara, California. | | View Today's Stock Pick |
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