🌟🌟🌟I will be watching $Wal-

9
1
Favorite

koolgal
08-18 14:58

🌟🌟🌟I will be watching $Wal-Mart(WMT)$ most closely this week as Walmart is the macro barometer. If they warn again about lower income stress, the retail sector will feel the strain most acutely as Walmart is the largest US retailer.

If Walmart surprises positively, it will stabilise the entire consumer defensive sector.

Higher fuel prices are pressuring margins & household budgets. Yet high income shoppers & Ecommerce is up and still driving growth.

I would also watch $Home Depot(HD)$ closely as the housing market is described as wobbly heading into earnings on August 18. Home Depot is the interest rate sensitivity stock. If housing demand continues to weaken, Home Depot's guidance could tighten.

All eyes will also be on Kevin Warsh, the new Fed Chair. If he sounds hawkish, yields will rise, housing weakens, discretionary cracks widen and defensive stocks like Walmart will strengthen.

It is an exciting week for the market.

@Tiger_comments @TigerStars @Tiger_SG

# Xiaohu Hotspot Radar

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment（1）

Top
Latest

keke006
·08-18 17:13
Walmart really is the read-through here. If low-income pressure shows up again, retail defensives probably hold up while the broader consumer tape gets shakier
Reply
Like
Report

Most Discussed

{"i18n":{"language":"en_US"},"data":{"magic":2,"id":598055084102072,"tweetId":"598055084102072","gmtCreate":1787036317695,"gmtModify":1787043009655,"author":{"id":3559581955535845,"idStr":"3559581955535845","authorId":3559581955535845,"authorIdStr":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","vip":2,"userType":2,"introduction":"Be Extraordinary Is My Motto In Life Because The Best Is Yet To Be!","boolIsFan":false,"boolIsHead":false,"hat":"https://static.tigerbbs.com/0a8758340a08196056f8bc1e54805193","crmLevel":12,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"c4ee29b388ff41cc8462b3b7ea00d1e2-1","templateUuid":"c4ee29b388ff41cc8462b3b7ea00d1e2","name":"Monthly Top Contributor","description":"Top 3 Contributors with the most and best Editor's Picks every month","bigImgUrl":"https://static.tigerbbs.com/b0cad6192443c33dca826a001250fbd4","smallImgUrl":"https://static.tigerbbs.com/5ccd98c646815ce7610b0df338e060cc","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.04.02","individualDisplayEnabled":0},"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.08.18","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"}}],"wearingBadges":[{"badgeId":"c4ee29b388ff41cc8462b3b7ea00d1e2-1","name":"Monthly Top Contributor","description":"Top 3 Contributors with the most and best Editor's Picks every month","smallImgUrl":"https://static.tigerbbs.com/5ccd98c646815ce7610b0df338e060cc","bigImgUrl":"https://static.tigerbbs.com/b0cad6192443c33dca826a001250fbd4","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":1645614000000,"redirectLinkValidityTo":1742295600000}],"fanSize":54134,"starInvestorFlag":true,"fullDisclosureFlag":true,"starInvestorFollowerNum":12331,"starInvestorOrderShareNum":192,"userFollowInvestorFlag":false,"orderNotificationFlag":false,"ror":114.84,"showRor":true,"investmentPhilosophy":"Buy Undervalued Quality Stocks and Hold Long Term. They can reap bountiful rewards, 🚀🚀🚀🌛🌛🌛","winRationPercentage":76.923077,"tradeVolumeEst":0},"themes":[{"themeId":"9b8195bb0aa9486f8c48e4b69896928b","categoryId":"ab3d937a5fd848c08008411a9be702b5","name":"Xiaohu Hotspot Radar","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":9b8195bb0aa9486f8c48e4b69896928b}&rnconfig={\"headerBarHidden\": true}","description":"Track new hot spots/new events/new main lines in global markets","image":"https://static.tigerbbs.com/8fb2e256b10870d22ed6546c177c9803"}],"images":[{"img":"https://community-static.tradeup.com/news/9182f37f56e17fca2df441b20e4bbd65"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/9182f37f56e17fca2df441b20e4bbd65"}],"title":"","html":"<html><head></head><body>🌟🌟🌟I will be watching <a href=\"https://ttm.financial/S/WMT\"> $Wal-Mart(WMT)$ </a>most closely this week as Walmart is the macro barometer.&nbsp; If they warn again about lower income stress, the retail sector will feel the strain most acutely as Walmart is the largest US retailer.\n\nIf Walmart surprises positively, it will stabilise the entire consumer defensive sector.\nHigher fuel prices are pressuring margins &amp; household budgets.&nbsp; Yet high income shoppers &amp; Ecommerce is up and still driving growth.\nI would also watch <a href=\"https://ttm.financial/S/HD\"> $Home Depot(HD)$ </a>closely as the housing market is described as wobbly heading into earnings on August 18.&nbsp; Home Depot is the interest rate sensitivity stock.&nbsp; If housing demand continues to weaken, Home Depot's guidance could tighten.\nAll eyes will also be on Kevin Warsh, the new Fed Chair.&nbsp; If he sounds hawkish, yields will rise, housing weakens, discretionary cracks widen and defensive stocks like Walmart will strengthen.\nIt is an exciting week for the market.\n<a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><a href=\"https://ttm.financial/U/4106547232749330\"> @Tiger_SG </a> <t-t type=\"img\" src=\"https://community-static.tradeup.com/news/9182f37f56e17fca2df441b20e4bbd65\"></t-t></body></html>","htmlText":"<html><head></head><body>🌟🌟🌟I will be watching <a href=\"https://ttm.financial/S/WMT\"> $Wal-Mart(WMT)$ </a>most closely this week as Walmart is the macro barometer.&nbsp; If they warn again about lower income stress, the retail sector will feel the strain most acutely as Walmart is the largest US retailer.\n\nIf Walmart surprises positively, it will stabilise the entire consumer defensive sector.\nHigher fuel prices are pressuring margins &amp; household budgets.&nbsp; Yet high income shoppers &amp; Ecommerce is up and still driving growth.\nI would also watch <a href=\"https://ttm.financial/S/HD\"> $Home Depot(HD)$ </a>closely as the housing market is described as wobbly heading into earnings on August 18.&nbsp; Home Depot is the interest rate sensitivity stock.&nbsp; If housing demand continues to weaken, Home Depot's guidance could tighten.\nAll eyes will also be on Kevin Warsh, the new Fed Chair.&nbsp; If he sounds hawkish, yields will rise, housing weakens, discretionary cracks widen and defensive stocks like Walmart will strengthen.\nIt is an exciting week for the market.\n<a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><a href=\"https://ttm.financial/U/4106547232749330\"> @Tiger_SG </a> <t-t type=\"img\" src=\"https://community-static.tradeup.com/news/9182f37f56e17fca2df441b20e4bbd65\"></t-t></body></html>","text":"🌟🌟🌟I will be watching $Wal-Mart(WMT)$ most closely this week as Walmart is the macro barometer. If they warn again about lower income stress, the retail sector will feel the strain most acutely as Walmart is the largest US retailer. If Walmart surprises positively, it will stabilise the entire consumer defensive sector. Higher fuel prices are pressuring margins & household budgets. Yet high income shoppers & Ecommerce is up and still driving growth. I would also watch $Home Depot(HD)$ closely as the housing market is described as wobbly heading into earnings on August 18. Home Depot is the interest rate sensitivity stock. If housing demand continues to weaken, Home Depot's guidance could tighten. All eyes will also be on Kevin Warsh, the new Fed Chair. If he sounds hawkish, yields will rise, housing weakens, discretionary cracks widen and defensive stocks like Walmart will strengthen. It is an exciting week for the market. @Tiger_comments @TigerStars @Tiger_SG","highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":10,"favoriteSize":0,"link":"https://ttm.financial/post/598055084102072","repostId":0,"isVote":1,"tweetType":1,"viewCount":149,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["WMT","HD"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":824,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":598088116380304,"commentId":"598088116380304","gmtCreate":1787044381716,"gmtModify":1787053479502,"authorId":3479274814931736,"author":{"id":3479274814931736,"idStr":"3479274814931736","authorId":3479274814931736,"name":"keke006","avatar":"https://static.tigerbbs.com/07c96db55686042cdad8d7a5bde041d7","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":598055084102072,"objectIdStr":"598055084102072","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Walmart really is the read-through here. If low-income pressure shows up again, retail defensives probably hold up while the broader consumer tape gets shakier","text":"Walmart really is the read-through here. If low-income pressure shows up again, retail defensives probably hold up while the broader consumer tape gets shakier","html":"Walmart really is the read-through here. If low-income pressure shows up again, retail defensives probably hold up while the broader consumer tape gets shakier","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"hasMoreComment":true,"orderType":2}