Fincredible MacroTalk | Substack

Comments on cybersecurity from $CRWD $S $PANW $GOOG $ZS $ROK $FTNT $BAX

Comments on the impact of the Russia-Ukraine conflict from $CPB $OTLY $NVGS $HPQ $ORCL $VWAGY $ODC $ADSK $COO $DLO $HPE $KR $CRWD $S $CRM $ETSY

Mar 16

Comments on blockchain technology from $WMG $RDN $AXP $OSTK $GEVO $COIN $TASK $INTU $GOOG

Mar 9

Comments on remote work from $UPWK $IT $OTSK $FVRR $DBX $ZIP $UPST $PANW

Mar 2

Management commentary on travel demand trends from $TRIP $ABNB $HLT $MAR $HST $WYNN $EXPE $RCL $DIS $CCL $LUV $DAL $AAL

Feb 23

Insights on short-term advertising trends from company executives of $GOOG $GOOGL $FB $SNAP $PINS $YELP $TWTR $UBER $CL $CTHR $PAYC $PEP $MAT $NWS

Feb 16

Comments on inflation from $TSN $CLX $PG $CL $AMZN $SBUX $RL $LEVI $ENR $TDG $UPS $OMC $LOGI $ALL $L $TMO

Feb 9

Commentary on digital payments from $PYPL $GPN $V $BAC $AAPL $SQ $PAYO $PINC

Feb 2

Fincredible MacroTalk

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