What You Missed Yesterday

Thursday, February 8

With the S&P 500 knocking on the door of an unprecedented 5,000 level—it looks like earnings season is tilting more toward a bullish 2024.

We’re seeing massive moves from some of our economy’s biggest players—and strong businesses are managing to contain costs enough to keep earnings hope alive.

At the same time, fear about a wider conflict in the Middle East is pushing oil prices higher again while bond yields stay resolutely above 4%. This is the best of times. This also can feel like the worst of times. So, let’s unpack the duality of investing through 2024 and see how companies are thriving by standing tall against immense challenges—or how weaker teams can completely crumble in the face of all this pressure.


Disney Defies Activists With Complete Transformation

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