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Costco - $COST

General Mills has gained after earnings twice since 2024 — Stock Movers
4 calls: Why the last print still lifted the stock 8.5% in a day, what the sell side says about Olive Garden against Longhorn, and the apps now standing…
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"We're moving the 8,400 for the S&P 500": Yardeni Research on turning cautious
14 calls: Why he thinks the unwinding yen carry trade pushed global bond yields up, the $110T held by over-65 households, and the Treasury bazooka he…
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The next CPI print starts with a 4 and stays there to March, says DoubleLine's CEO
14 calls: The portfolio he has moved entirely out of AI, why he says 30-year TIPS never protected anyone from rising rates, and the sector he calls the…
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London Business School professor: the 100 Best Companies list still beats peers
13 insights: The 582% move from putting AI in a sneaker brand's name, why published strategies keep two-thirds of their alpha, and the three edges he…
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Acquired's hosts: $1,000 in Home Depot's 1981 IPO is worth $34M today
11 moments: the Ross Perot deal that died over a Cadillac, the decade and a half Home Depot stopped opening stores, and why half of its e-commerce never…
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Investment Committee: the risk reward has changed, so new money goes in very lightly
9 takeaways: Talkington says every midterm since 1962 brought a drawdown, why Terranova time-stopped out of Costco, and Apple options priced for a 3x…
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Jared Dillian: 4 AI magazine covers in 2 weeks mean the market is at the top
17 takeaways: why he is buying bonds at 5.3%, what a rollover in Costco stock would tell him, and the 5-sleeve portfolio he says falls 4–6% when stocks…
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David Nicoski: the 50% biotech-versus-semis divergence since mid-June, why gold is nowhere near a bubble, and the CoreWeave swaps at 764…
The technician on health care beating the semis over the next year or two, Walmart at a 45 P/E against Target at eight, and AI's own cost inflation…
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