Prebell Pregame
A streamlined weekly schedule laying out exactly what is in store from Monday to Friday. Don cuts through the noise to provide the week’s key catalysts, including the expectations and priors for each. It’s the perfect digest for investors looking for a high-value, low-friction reminder of what to watch week-to-week with the occasional thought or idea as well.
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📰 Headlines hold the power in this market. 📈 No economic or corporate report can resist the power of a single headline out of the Middle East. As such, this week’s commentary focuses on matters that will survive the conflict, what to watch as it continues to unfold, and poses the question all investors should…
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The market threw in the towel last week as fears surrounding Iran🛢️ and inflation 📈 have brought ⛰️ rate hikes ⛰️ back into the markets. I couldn’t DISAGREE more. For the counterpunch 👊, two integral stocks you need to watch 👀, and a new tactical position I put on into Friday’s close 💵… you know…
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Although this week features a handful of important macro and micro reports, the price of oil is everything until further notice.
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Nvidia delivered a 3-star Michelin quarter 👨🍳💋 … but investors sent it back 🤮. 🌡️ PPI was scorching, yet yields kept their cool with the US10Y falling below 4% 🧊 We have plenty to recap as we get you ready for this jobs week, headlined by the February Payrolls report. I’ll also be sharing my…
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It certainly sounds like a huge week for markets: Nvidia, PCE, The Demise of Software, Private Credit Blow Ups, a New Tariff Plan Post SCOTUS… but, I am not expecting much. In this edition of the pregame, I’ll explain why I’m ignoring the Nvidia noise, point you toward a sector positioned for a breakout, and…
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Although a number of well-known stocks report this week, between Friday’s PCE and GDP release… this week belongs to the macro. But, that won’t stop me from talking about those well-known names that are worth a look for your portfolio. Click for everything you need for the week ahead.
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💭 Did the USD just bottom? It is on the board 💭 More on that and all the money moving events on the docket this week: Mag 7 Earnings, Palantir, Reddit, Uber, and everything you need to know for jobs data.
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📢Huge week to wrap up the first month of 2026📢 📊 In addition to the typical PreBell Pregame, I share my thoughts on the Mag 7 companies (and many more) reporting and a little on geopolitics🌐
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Hope You’re Enjoying MLK Weekend! Welcome in the brand-new, shortened trading week with your day-to-day schedule, my thoughts on two stocks – moving in different directions – reporting, and the January 20th Deadline 10% Cap on Credit Cards.
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📢 It’s here: the first earnings season of 2026 🚨 🧾Plenty on the docket to move prices 💸 For what to lookout for and my input on the character of the S&P 500, you know where to go.
Gorilla With Glasses 