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July 30, 2021
This week, CIO Tom Weary, CFA®️, shares earnings reports from all five mega-cap tech titans: Alphabet, Apple, Microsoft, Facebook, and Amazon. He also shares earnings from several other RFA holdings, including toy manufacturer Hasbro and several companies in the aerospace and defense (A&D) and industrials sectors.
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July 23, 2021
This week, CIO Tom Weary, CFA®️, kicks things off by taking a quick look at the economy before sharing the reasoning behind several recent Core Portfolio trades. He also shares earnings reports from several Defensive Portfolio holdings, including The Coca-Cola Company, Johnson & Johnson, and Verizon Communications.
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July 16, 2021
This week, CIO Tom Weary, CFA®️, shares earnings reports from several large banks as well as those from select RFA holdings across consumer staples, technology, and healthcare. He also gives a quick update on the economy and the four main trends underlying June’s inflation report.
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July 9, 2021
This week, CIO Tom Weary, CFA®️, takes a deeper look at the race to vaccinate against COVID-19 as highly infectious variants of the virus continue to spread. He also explains how this battle between vaccination and variants drives the narrative for the economy and financial markets.
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July 2, 2021
This week, CIO Tom Weary, CFA®️, reviews the S&P 500’s strong performance in the first half of the year and gives an update on the COVID-19 pandemic as the Delta variant continues to spread. He also goes over economic data in consumption, production, and the labor market and shares earnings from RFA Core Portfolio holding Constellation Brands.
