11/21/25 - BJ's Wholesale Club (NYSE: BJ) - Buy Recommendation









Comments

Post a Comment

Popular posts from this blog

11/18-11/22/24 Weekly Market Recap - Movers, Macro, Monetary, and Fiscal

Image
Weekly Market Summary by Aremorph Summary - Movers, Macro, Monetary, and Fiscal With another week full of market movements and surprises from earnings reports, the equities market saw a lot of movement! With big companies like Walmart, Target and Nvidia shocking investors, jobless claims reverberating a stronger-than-expected market, and heightening geopolitical tensions in Europe, there are so many things to cover! Take a look below for the movements of the week! Global Weekly Movements U.S. Equities S&P 500 Index: 5,969.34 (1.62%) Dow Jones Industrial Average: 44,296.51 (1.99%) NASDAQ Composite: 19,003.65 (1.53%) Big Movers of the Week Super Micro Computer Inc (SMCI): 33.15 (65.42%).  The troubled tech stock soared as the company announced new auditor contracts as part of its efforts to avoid delisting from NASDAQ. Netflix (NFLX): 897.79 (10.18%).  Thanks to the amount of increased subscribers, mostly from the Jake Paul vs. Mike Tyson match, stock of the streaming ...
Read more

11/4-11/8/24 Weekly Market Recap - Movers, Macro, Monetary, and Fiscal

Image
Summary - Movers, Macro, Monetary, and Fiscal We’re finished another action-packed week! Between Election Day, the Fed’s decision on interest rates, and a slew of earnings reports, market volatility was very high. It was one of those weeks where a lot of moving parts  shook up global markets. Take a look below at the index movements as well as some strong performers! Global Movements of the week U.S. Equities with (5 day % change) S&P 500 Index - SPX: 5,995 (+4.75%)  Dow Jones Industrial Average: DJIA: 43,998 (+.59) Big Movers of the Week:  Tesla: $321.22 (+32.28%) Nvidia (NVDA): $147.63 (+8.51%) Palantir (PLTR): $58.39 (+41%) Congratulations to the TMT Group’s Palantir pitch led by Astrid Qing! Costco (COST): $943.80 (+6.52%) Bitcoin (BTC): 76.287.24 (+10.37%) Citigroup (C): 68.63 (+10.07%) Chinese Equities: Shanghai Composite (SHCOMP): 3,452.3 (+5.39%) Support and stimulus form the Chinese central bank helped rally investor confidence these past months Hong Kong Equ...
Read more

Macro Movements: Why is Halloween candy so expensive, and why it will be cheaper next year.

Image
By: Aremorph 10/31/24      In 2020 and 2021, the world was shocked by a plethora of circumstances that sent the production of the commodity cocoa into decline. To begin, COVID 19 decimated most trade routes and economic expansion of many nations, especially those in the West African region where over 60% of supply originates from. (Bloomberg) Following, adverse weather conditions from global warming and increased climate change caused excessive rain, leading to root rot, as well as droughts which ravaged crops. (Confectionery news)      This combination of events caused the price of cocoa to spike up from around $2,500 to just shy of $10,000. With roughly a 400% growth, there was global consensus that this growth was unsustainable, and the recovery of the supply chain would lead to the decrease in cocoa prices. Observing the CC1 Comdty graph on Bloomberg Terminal, we can clearly see how the price expectations in the following year shows a significant negati...
Read more