jmesado

jmesado

Alphabet, Google's parent company, presented its results for the first quarter of the year this Thursday, in which it obtained a profit of $34.540 billion, representing a 46% increase compared to the $23.662 billion obtained in the same period of the previous year. The company also exceeded expectations with its revenue figure, which stood at $90.234 billion,...

jmesado

If there is any NASDAQ company that is weathering the strong downturn, one of them is NETFLIX. Last Thursday, it presented BETTER-THAN-EXPECTED results for both Q1 2025 and the guidance for the next quarter. As anticipated by the Company, this quarter is the first in which it does not publish subscriber data. It only states that growth has been "slightly" higher...

jmesado

Mr. Trump MANIPULATES THE WORLD as he pleases, and WE AS ANALYSTS have to BE COLD and be VERY ATTENTIVE to the news MORE THAN EVER!! And of course, NO FEAR. --> What does the SP500 and the rest of the indices and stocks look like? From my point of view, yesterday's news of granting a 90-DAY TRUCE on tariffs GIVES US THE POSSIBILITY OF UPSIDES for at least the...

jmesado

Who doesn't know VISA? Almost everyone has or has had a VISA card. VISA stock has an unbeatable bullish outlook, which, like all stocks on the stock market, has retraced its rise. ---> What is its current situation? If we look at the chart, its appearance is CLEARLY BULLISH (Bull), having gone through a retracement phase. The retracement it has made is EXACTLY...

jmesado

Everyone is thinking about today, about how difficult it is to know whether a stock will rise or fall since Trump came to power!!! :-). On April 2nd, many things will become clear after the official publication of the tariffs, but it's true that with a person like Trump in power, ANYTHING CAN HAPPEN in the future!! As with any investment, you have to analyze all...

jmesado

EURUSD pair!! What can we expect from its trend in the coming weeks? It's common knowledge that the euro has strengthened significantly since March 3rd, as the chart clearly shows. What has this been due to? Multiple factors (Trump, USD technical decline, tariffs, manipulation, etc.). But what's important for a trader? Knowing the direction in the coming weeks. If...

jmesado

ArcelorMittal, the world's leading steel and mining producer, present in 60 countries and with primary steel production facilities in 16 countries, presents a CLEARLY BULLISH technical outlook. If we look at the H1 chart above, the trend is clearly bullish, as are its upper timeframes, H4, Daily, and Weekly. (SEE SUMMARY TABLE). On March 6th, it reached a high...

jmesado

Stocks such as Rigetti Computing Inc., Quantum Computing Inc., D-Wave Quantum Inc., and IonQ Inc. have all seen triple-digit gains over the past six months and over the past year. The exchange-traded fund that tracks these stocks, the Defiance Quantum ETF, increased 26.29% over the past six months and 53.69% over the past year. Specifically, D-Wave Quantum Inc....

jmesado

As we've all seen in recent weeks, the markets have taken a huge hit due to Mr. Trump's tariff policy, but if we have to single out any company in particular, it's undoubtedly TESLA. TESLA has clearly suffered a BOYCOTT as punishment for the tariffs. The punishment is so severe that it has already come to light that ELON MUSK HAS PRESSURED TRUMP on the tariff...

jmesado

For a few weeks now we have been experiencing PANIC in the markets due to Trump's AGGRESSION with tariffs. The question we all have to ask ourselves is whether the USA will enter a RECESSION and ALL COMPANIES will continue to fall sharply, or on the contrary, if Trump will negotiate and therefore the markets will RECOVER. From my point of view, TRUMP has become...

jmesado

On January 30, the American payment services provider Mastercard presented results that far exceeded forecasts. It earned 12,874 million dollars (12,351 million euros) in 2024, 15% more than the previous year. Net income reached 28,167 million dollars (27,023 million euros), 12.2% more. Meanwhile, operating costs reached 12,585 million dollars (12,074 million...

jmesado

On January 22, Netflix presented results that widely beat market estimates: --> Sales 10,247 million dollars (+16% YoY) vs. 10,106 million dollars estimated by the consensus and 10,128 million dollars estimated by the company. --> EBIT 2,243 million dollars (+52%) vs. 2,200 million dollars consensus and 2,190 million dollars estimated by the company. --> BNA...

jmesado

Investors are unwinding their risk positions in the face of the imminent escalation of the global trade war and are seeking refuge in the safest assets. The entry into force of the new US tariffs on Canada and Mexico of 25%, in addition to a doubling of China's taxes to 20%, has triggered falls in the stock markets. The proposed tariffs represent the highest...

jmesado

On February 12, Mapfre presented its income statement, beating expectations!!. Premiums will grow solidly in 2024 (+6.6% at constant exchange rates) to €28,122M, beating expectations. The biggest surprise comes from the margins side. The Non-Life combined ratio stands at 94.4% (vs 97.2% in 2023), despite the fact that pressure on margins persists in the auto...

jmesado

Tesla vehicle sales in the European Union fell by 50.3% in January 2025, compared to the same month last year, according to figures published on Tuesday by the European Automobile Manufacturers Association (ACEA). Specifically, the company sold 7,517 units in the first month of this year, compared to 15,130 vehicles in January 2024, according to EFE. This drop...

jmesado

The Crypto Fear and Greed Index, which rates market sentiment on a 100-point overall scale, fell to a score of 25 on February 25, signaling “Extreme Fear” in the crypto market!!. The market drop comes as Trump stated at a February 24 press conference with French President Emmanuel Macron that his 25% tariffs on Canada and Mexico will go ahead in a timely...

jmesado

On January 15, JP Morgan presented its income statement, recording profits of $14 billion in the fourth quarter of 2024, which represents an increase of 50% compared to the same period of the previous year, and earnings per share were $4.81, compared to $9.3 billion, or $3.04 per share, a year earlier. Its shares had not stopped rising since then until last...

jmesado

On Wednesday, January 29, Microsoft presented its results. Its results were better than expected in Sales, EBIT and BNA, however, the growth of Azure (cloud) disappointed and the value began to fall towards the bottom of the LATERAL channel in which it has been moving for months. Main figures compared to the Bloomberg consensus: Sales: 69,632 million dollars...