Opinion

No. 01

2026-09-29

Micron Sep 30: A Pre-Market Briefing Card

Plain-English card for MU’s Wed AMC print — June guide, street range, and the three lines that matter after 4:30pm ET.

No. 02

2026-09-29

Carnival & CarMax Tuesday: Consumer Brief in Three Paragraphs

A desk brief for CCL and KMX — what to read first, what to ignore, and how it frames the week.

No. 03

2026-09-28

Why Beats Get Sold: Surprise Size Beats the Badge

Nearly half of EPS beats still closed lower next session in a recent US sample — how to read surprise size, not the headline.

No. 04

2026-09-28

Nike Thursday: How We Mark the Session on the Report Desk

NKE shares Thursday with Accenture. Our session-label checklist before the briefing goes out.

No. 05

2026-09-28

Accenture Thursday: Services Season Opener Brief

ACN as a budgets-and-bookings brief — why services language matters even if you trade consumer names Thursday.

No. 06

2026-09-27

After Micron’s 4:30 Call: Follow-Through Brief Template

A template for the post-call note — guide quote, Q&A spike, and what we will not claim overnight.

No. 07

2026-09-27

FactSet & Jabil Wednesday: The Data + Electronics Sandwich

FDS and JBL sit under Micron’s headline Wednesday. How the desk briefs them without drowning in semis copy.

No. 08

2026-09-26

Putting MU’s Implied Move in the Morning Note

How the desk cites options-implied move next to June’s guide without turning the note into options advice.

No. 09

2026-09-26

Jobs Friday Desk Stack After Earnings Week

Oct 2 jobs vs leftover earnings notes — how the desk reorders the morning rundown.

No. 10

2026-09-26

How to Read an Earnings Report Without the Noise

A five-step order: revenue quality, EPS context, margins, cash flow, then guidance — before you glance at the tape.

No. 11

2026-09-25

Vail Monday: Leisure as a Weather-and-Travel Proxy

MTN’s Monday brief as context for the week’s consumer cluster — without over-claiming.

No. 12

2026-09-22

October Banks & Megacap: Preview Slate to Pencil

A placeholder slate for October bank and megacap reports — upgrade dates only when confirmed.

No. 13

2026-09-22

Earnings Season Preview: The Five Prints That Matter

Which reports set the tone for the whole quarter — and the setups to rehearse now.

No. 14

2026-09-15

Guidance Beats EPS: The Only Line That Matters

Stocks drop on beats and rip on misses — because the market trades the outlook, not the quarter.