This week’s ai stock spotlight is Lululemon Athletica ($LULU) Let’s get something straight right up front. Lululemon Athletica does not sell pants. It sells identity. Pants are just the delivery system. And those pants cost more than your first bicycle, which is why investors have always paid attention. When a company can charge $128 for leggings and…
by Calculated Risk on 12/31/2025 12:56:00 PM Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2026. Some of these questions concern real estate (inventory, house prices, housing starts, new home sales), and I posted thoughts on those in the newsletter (others like GDP and employment will be on…
Microsoft is trailing the market, but high switching costs and a dominant ecosystem make replacing MSFT more expensive than staying long Source link
U.S. stocks fall in year-end trade; Santa Claus rally hopes fade Source link
The Indian market ended higher on the final trading day of the year on Wednesday, with the Sensex and Nifty rebounding after five and four straight sessions of losses, respectively, as buying returned to metal stocks following the government’s decision to impose a three-year safeguard duty on select steel imports, among other factors supporting the…
It’s that time of year! A new year brings new resolutions and a fresh start. Let the mistakes of 2025 become the lessons of 2026, and make it a point to work on the unfinished things. Make it your resolution to start the first day of the year by investing in stocks that will make…
by Calculated Risk on 12/31/2025 09:39:00 AM Today, in the Calculated Risk Real Estate Newsletter: Freddie Mac House Price Index Up 1.0% Year-over-Year in November A brief excerpt: Freddie Mac reported that its “National” Home Price Index (FMHPI) increased 0.19% month-over-month (MoM) on a seasonally adjusted (SA) basis in November. On a year-over-year (YoY) basis,…
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by Calculated Risk on 12/31/2025 08:30:00 AM The DOL reported: In the week ending December 27, the advance figure for seasonally adjusted initial claims was 199,000, a decrease of 16,000 from the previous week’s revised level. The previous week’s level was revised up by 1,000 from 214,000 to 215,000. The 4-week moving average was 218,750,…