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Logica Capital commentary for the month ended July 31, 2022.

Summary

Market indices charged upward with vigor while VIX/Implied Volatility were decimated in July. We have seen much of the same

Home Depot’s (NYSE:HD) Q2 results and outlook echoed Walmart’s (NYSE:WMT) and in a much clearer fashion that suggests not only a peak in consumer spending but the possibility of underperformance in

Walmart (NYSE:WMT) issued a far-better-than-expected Q2 earnings report and shares are moving higher in the wake of it. The move has the stock up nearly 5% in premarket trading and above a previous

It wasn’t that bad after all. 

With the second quarter earnings season almost in the books, worries about a rash of negative earnings surprises have proven to be unfounded. According to the latest

In his podcast addressing the markets today, Louis Navellier offered the following commentary.

China surprised the world this week with another key interest rate cut in response to weak retail

On Monday post market, bioprocessing reagent provider Alpha Teknova (NASDAQ:TKNO) filed a form 4 with the SEC regarding the purchase of shares by CEO and President, Stephen Gunstream. The purchase

As you approach retirement, it’s normal to start thinking about all the places you’ve always wanted to visit but never had the time or money for. After years of working hard and saving for the

Dear fellow investors, 

To be, or not to be: that is the question

Whether ’tis nobler in the mind to suffer

The slings and arrows of outrageous fortune,

Or to take arms against a sea of

Hearing on Mar-a-Lago Affidavit Set – But So What? Release Would Not Answer Key Questions About Political Interference

Hearing On Mar-A-Lago Affidavit Set

WASHINGTON, D.C. (August 16, 2022) –

WASHINGTON — As the Securities and Exchange Commission (SEC) closes a comment period on two proposed rules that would create a standard framework for funds classified as environmental, social, and

Following are excerpts from the unofficial transcript of a CNBC exclusive interview with Walmart Inc (NYSE:WMT) President & CEO Doug McMillon on CNBC’s “Squawk on the Street” (M-F, 9AM-11AM ET)

Richard S. Meisenberg is the manager and co-founder of ACK Asset Management, a hedge fund firm with a focus on small cap and mid-cap equities. ACK Asset Management is currently among the top

Last week, the FBI executed a search warrant at Donald Trump’s home at Mar-a-Lago in Florida. So far, the fallout from that event foremost shows me just how deeply polarized the U.S. are. It feels

Consumer price inflation in the US slowed to 8.7% in July 2022 from a 41-year high in June 2022 when the inflation rate accelerated to 9.1%, the highest rate since November 1981.

According to The

While 2022 was extremely challenging for the majority of financial markets and assets, the same could not be said for the U.S. dollar, which has been steadily strengthening over recent months

Wework Inc (NYSE:WE) founder and ousted CEO Adam Neumann is onto his next venture as he seeks to disrupt the residential market this time around with Flow — just as he disrupted the office market

Shares of the Chinese food delivery company Meituan (HKG:3690) (OTCMKTS:MPNGY) plummeted in Hong Kong on Tuesday after a report that Tencent Holdings Ltd (HKG:0700) (OTCMKTS:TCEHY) was planning to

Millions of Indiana taxpayers are set to get stimulus money this week. These Indiana stimulus checks are actually tax rebates, and eligible households could get as much as $650. The shortage of

Irrational exuberance is off the charts today. The CAPE value on the day I write these words is “30.” Since the fair-value CAPE value is 17, that means that nearly half of the value of the stock

61 initial institutional investors representing $8.9 trillion in assets under management commit to engaging with companies to drive sustainable water leadership

August 16, 2022 – Institutional

Diversification is the edge for any portfolio. Rising inflation is impacting discretionary consumer spending. These stocks tend to be good recession hedges by either thriving in a recessionary

Hot analyst’s calls can be sure-fire catalysts for higher stock prices and those catalysts gain strength when more than one analyst makes the call. The Q2 earnings reporting season was lackluster

Digital advertising technology (AdTech) company The Trade Desk (NASDAQ:TTD) stock took a nosedive when digital advertising networks signaled the slowdown in digital advertising. It’s been a rough

Third Point’s Daniel Loeb sent a letter to Disney (NYSE:DIS) CEO Bob Chapek.

Third Point’s Letter To Disney CEO

Dear Bob:

Congratulations on a terrific quarter and positive momentum in Parks, ESPN

As Mustang Mach E enjoys growing sales, Ford raises dividend and outlines battery strategy

Ford’s (NYSE:F) growing new electric vehicle focus attracted car buyers and stock traders in recent months