The View from 5th Avenue

The View from 5th Avenue – 27 August 2024

For the past few weeks investors have channeled all their focus into economic data and policy catalysts. While all those tidbits are still important, the only thing that really matters this week is the one stock that can move the S&P +/- 1% in a week ---Nvidia (NVDA +1.5%), whose earnings are coming to a theatre near you tomorrow. But not just Nvidia. There are several other tech names reporting tomorrow and Thursday that will have clear and present impact on sentiment ---Salesforce, CrowdStrik…

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