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07-09

Expecting banks to have a mixed season  due to the overall uncertainty. The confusion over the presidential candidates, and therefore the overall economic direction, is also likely to play into the game. So, sticking to blue-chip counters like JPM & GS could perhaps be one approach to take.

Q2 Earnings: What Opportunities to Focus Amid Pullback?
This week, the Q2 earnings season will see a very busy week. Tech giants including Microsoft, Meta, Apple and Amazon, semiconductor stocks like AMD, ARM and QCOM, and crypto stocks Coinbase, Microstrategy will release earnings. ------------------ Do you think this earnings season will repeat April's pattern or not? What other chances to focus as the tech stocks pullback?
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