BlueAris Financial Advisors

Apple earnings are out. Here are the numbers- December outlook is 7-10% revenue growth for products & 8-9% growth for services. GM outlook 45%-46%. Seening memory cost as unprecedented for December quarter.

Intel Q4 results beat earnings but the Q4 outlook was below guidance due to weak PC demand. Datacenter CPU for AI is still strong with Intel Foundry progress on track.

Microsoft beats earnings on both top and bottom line on AI growth. Projecting 50% growth to Azure in Q2

Interesting chart on the condition of the US infrastructure- Industrials, Materials & Energy sectors may play a key role in coming years.

For educational purposes only, not investment advice.

PPI has picked up significantly- the Fed may be in a bind to raise rates further.

Take a note. Adjustments for Social Security- benefits increase for 2027.

There have been several decades when bond returns outperformed stock returns-

if close to retiring- do your asset allocation prudently.

Chart Courtesy- Creative Planning

S&P 500 gradual earnings increment for last 10 years & future estimates. Incredible 4X rise for US big caps.

Chart Courtesy- Creative Planning

Diesel prices are up significantly this year- this inflationary impact may get passed on the consumer

Long term Bulls & Bear markets - something to keep in mind for asset allocation.

(Past performance is no guarantee for future returns- chart courtesy- Creative Planning)