Mike Shorr’s Big 3: CRM, UNH and TSLA
October 22, 2026
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September 13, 2026
The Week Ahead: NEVER FORGET
Markets shifted decisively during the week from an AI capex earnings-driven backdrop to a more macro-driven and uneven tape. Rates, inflation, petroleum, and Federal Reserve expectations moved back to center stage, with all major equity indexes under pressure. The biggest market driver was the renewed surge in crude oil. Heading into what is likely to […]
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August 16, 2026
The Week Ahead: SLOWING DOWN
Earnings continued to move stocks this past week as the S&P 500 and Russell 2000 hit new highs. The S&P 500 index on Thursday crossed 7,800 for the first time after hitting an intraday all time high of 7,816.70. With the S&P 500 trading just below record highs, the index is valued at about 20 times expected […]
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