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What's behind this disastrous earnings season?

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Manage episode 415787867 series 130067
Content provided by Frank Curzio and Curzio Research. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Frank Curzio and Curzio Research or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Thank you to everyone who joined our live event last night—Crypto 2024: After the Halving—where I shared how to position yourself for outsized returns in crypto over the next 18 months. If you missed it, you can check out the replay here: https://secure.curzioresearch.com/crypto24-after-halving/event-live.php?utm_source=Libsyn&utm_medium=240501_cci_crypto24_gy_wsu_Libsyn&utm_campaign=2404-CCI-Crypto24-GY&utm_term=inline&utm_content=Libsyn We’re about halfway through earnings season… and so far, the results have been disastrous. I highlight some dismal numbers and dreary guidance from several companies, including Starbucks (SBUX)... Paramount (PARA)... McDonald’s (MCD)... Comcast (CMCSA)... CVS (CVS)... and more. But it’s not all bad news… I go through some incredible results from Big Tech… and why Amazon’s (AMZN) pullback is the best sign investors could ask for. As a final note, don’t miss tomorrow’s episode of WSU Premium, where I interview Andrew Horowitz, host of The Disciplined Investor, about the Fed's biggest mistake… where to be invested right now… how AI will impact the markets… and more. In this episode Check out the replay of Crypto 2024: After the Halving [0:52] Why earnings season is my favorite time of year [6:26] Breaking down SBUX’s horrible quarter [8:13] The PARA situation is a complete joke [13:24] MCD’s warning about consumers [16:32] AMZN’s pullback is a gift to investors [21:20] This stock is not an AI play [25:23] CVS’s dismal commentary [28:11] Don’t miss tomorrow’s interview with Andrew Horowitz [36:47] Catch the replay of Crypto 2024: After the Halving here: https://secure.curzioresearch.com/crypto24-after-halving/event-live.php?utm_source=Libsyn&utm_medium=240501_cci_crypto24_gy_wsu_Libsyn&utm_campaign=2404-CCI-Crypto24-GY&utm_term=inline&utm_content=Libsyn Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/ Twitter: twitter.com/frankcurzio Facebook: www.facebook.com/CurzioResearch/ Linkedin: www.linkedin.com/in/frank-curzio-690561a7/ Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/ Curzio Research App: https://apps.apple.com/us/app/curzio-research/id6466212450
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1095 episodes

Artwork
iconShare
 
Manage episode 415787867 series 130067
Content provided by Frank Curzio and Curzio Research. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Frank Curzio and Curzio Research or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Thank you to everyone who joined our live event last night—Crypto 2024: After the Halving—where I shared how to position yourself for outsized returns in crypto over the next 18 months. If you missed it, you can check out the replay here: https://secure.curzioresearch.com/crypto24-after-halving/event-live.php?utm_source=Libsyn&utm_medium=240501_cci_crypto24_gy_wsu_Libsyn&utm_campaign=2404-CCI-Crypto24-GY&utm_term=inline&utm_content=Libsyn We’re about halfway through earnings season… and so far, the results have been disastrous. I highlight some dismal numbers and dreary guidance from several companies, including Starbucks (SBUX)... Paramount (PARA)... McDonald’s (MCD)... Comcast (CMCSA)... CVS (CVS)... and more. But it’s not all bad news… I go through some incredible results from Big Tech… and why Amazon’s (AMZN) pullback is the best sign investors could ask for. As a final note, don’t miss tomorrow’s episode of WSU Premium, where I interview Andrew Horowitz, host of The Disciplined Investor, about the Fed's biggest mistake… where to be invested right now… how AI will impact the markets… and more. In this episode Check out the replay of Crypto 2024: After the Halving [0:52] Why earnings season is my favorite time of year [6:26] Breaking down SBUX’s horrible quarter [8:13] The PARA situation is a complete joke [13:24] MCD’s warning about consumers [16:32] AMZN’s pullback is a gift to investors [21:20] This stock is not an AI play [25:23] CVS’s dismal commentary [28:11] Don’t miss tomorrow’s interview with Andrew Horowitz [36:47] Catch the replay of Crypto 2024: After the Halving here: https://secure.curzioresearch.com/crypto24-after-halving/event-live.php?utm_source=Libsyn&utm_medium=240501_cci_crypto24_gy_wsu_Libsyn&utm_campaign=2404-CCI-Crypto24-GY&utm_term=inline&utm_content=Libsyn Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/ Twitter: twitter.com/frankcurzio Facebook: www.facebook.com/CurzioResearch/ Linkedin: www.linkedin.com/in/frank-curzio-690561a7/ Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/ Curzio Research App: https://apps.apple.com/us/app/curzio-research/id6466212450
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