WinCap Financial

Producer prices come Thursday. Headline PPI is expected to rise 0.4% for the month and 5.3% over the past year. Core PPI is expected to increase 0.3%.

Then comes the big one on Friday. CPI is expected to rise 0.4% for the month and remain at 3.4% annually.

After last week’s strong jobs report, inflation could decide the Fed’s next move. Hotter numbers strengthen the case for a September rate hike. Cooler numbers give the Fed more room to stay patient.

Earnings season is mostly over, but Oracle and Adobe report Thursday, options markets are pricing them to 10% and 8%. Chewy, GameStop, AeroVironment and Kroger also report this week.

Broadcom headlines the earnings calendar with fiscal third-quarter results, providing another important read on AI infrastructure spending. Dell reports Tuesday, followed by Hewlett Packard Enterprise Wednesday and Ciena Thursday. Together, these reports should help show whether Nvidia’s extraordinary demand is flowing through the broader AI ecosystem.

This winter, attention is the scarcest asset on the market, and GTA 6 just cornered supply. Expect hold times to stretch at every call center in America, and by January, expect a parade of executives blaming a video game for the earnings miss, the cost overrun, whatever needs a scapegoat that quarter.
My money on the biggest loser: Netflix.
Engagement is the whole business model, and there's no algorithm that competes with Los Santos.

The haters said it couldn't be done.
My investment firm (WinCap Financial) is about to hit our 5 year anniversary.
We have grown from $30mm to $300mm in this time.

Nvidia earnings and Federal Reserve Chair Kevin Warsh’s first Jackson Hole keynote will dominate the final week of August, putting both AI-driven profit growth and monetary policy in the spotlight.

Nvidia reports after Wednesday’s close. Analysts expect earnings of roughly $2.08 per share on $92.06 billion in revenue, nearly double last year’s results.

The headline numbers will matter, but guidance will matter more. Investors will focus on demand for Nvidia’s next generation of AI systems, gross margins, hyperscaler capital spending, and whether full-year revenue remains on track to approach $400 billion.

Several other major technology companies also report this week. Intuit announces results Tuesday, followed by Nvidia, Salesforce, and CrowdStrike on Wednesday. Marvell Technology reports Thursday, providing additional insight into AI infrastructure, cybersecurity, and corporate software spending.

What if you bought the first appearance of instead of

Collectibles, particularly high value assets, can have outstanding long term returns. With Marvel Entertainment's new Spider-Man movie closing in on a $2 billion global box office, I thought I would share the returns of the S&P 500 compared to buying the first appearance of Spider-Man (Amazing Fantasy #15) in 2002.

My hairline was crazy

Retailers dominate the earnings calendar. Home Depot reports Tuesday, followed by Lowe’s, Target, and TJX on Wednesday. Walmart and Deere announce results Thursday, with Ross Stores reporting after the close.

Comparable sales, customer traffic, inventories, margins, and forward guidance will matter more than headline earnings. Following July’s decline in retail sales, investors will be listening for evidence that consumers are simply becoming more selective or beginning to pull back more broadly.