Monday Market Open

Good afternoon gents,

Sorry this is a tad late. I was just busy exploring some of options, both in the market and in bed. You’ll be pleased to know it’s all sorted now, but be ready for a short and sharp rundown of what’s to come this week.

Market Indices & Commodities

News
The Recap

A lotta shit happened over the weekend. Here’s what matters:

• US joins Russia, North Korea and Belarus in vote against UN resolution on Ukraine war 🇺🇳

• Merz wins the German election for the center-right CDU/CSU party 🗳️

• Just Eat agrees to €4.1 billion takeover 🍔

• Pope Francis is in critical condition in hospital 🏥

• Ex-Reform UK leader in court over alleged Russian bribes 💰

Graph of the Day
Streaming Market Share

News
This week

Some interesting earnings this week. Particularly with Nvidia and Geo Group (see below):

• Monday - Domino’s Pizza ($DPZ) earnings.

• Tuesday - Home Depot ($HD), Planet Fitness ($PLNT), Krispy Kreme ($KPY), Intuit ($INTU) and Cava ($CAVA) earnings. Consumer Confidence for February is also announced.

• Wednesday - Nvidia ($NVDA) earnings. Have their numbers been impacted by as much as DeepSeek says they will regarding AI tech? We’ll find out on Thursday (I reckon DeepSeek are just chatting shit). Salesforce ($CRM) earnings too. New Home Sales data for January also released.

• Thursday - The Geo Group ($GEO) announce their earnings. With Trump in favour of private prisons, and US government contracts accounting for 43% of Geo’s revenue, these earnings could be interesting. Dell ($DELL) and Duolingo ($DUOL) earnings also released.

• Friday - CPI for January made public.

Now You DON’T Know 
(NOTHING TO SEE HERE)

Sorry, but there’s no Now You Know this week.

I just wanted to get this fired off asap.

Thanks for making it down this far, please do fill in the survey below if you got a minute (it is there for a fucking reason 😉). Let us know your thoughts, anything different you wanna see etc. Or maybe you like this exact format? Let me know.

Have a good one.