Research Notes · Oct 2026
Today's Hot Topics
r/investing
8 posts
Daily General Discussion and Advice Thread - October 02, 2026
Have a general question? Want to offer some commentary on markets? Maybe you would just like to throw out a neat fact that doesn't warrant a self post? Feel fre...
The September jobs report quietly turned July negative
Everyone's looking at the 29K miss today, but the revisions are worse. July went from +21K to -10K. August lost another 29K. So the last three months average ab...
Holding SGOV for more than 3 months. I don’t understand a comment.
This has been bugging me every once in a while for a year or so. Some guy asked where he should park his cash for no risk for about 6 months. I replied BIL or S...
Is this start of stagflation?
Nonfarm Payroll miss? Data manipulation by administration to lower expectations of October rate hike? Or is the data real, which could be the start of stagflati...
Treasuries yields still rose after nonstellar NFP report.
Short end of curve 2-yield yield, the one most sensitive to Feds rate change policy, still rose even after odds of October rate hikes dropped, even after bad NF...
Nike - still won’t touch it
Nike has been the source of a lot of questions over the last several months. This is a classic case of not realizing the fundamental investment thesis has chang...
I can only invest in individual stocks (no ETFs or Mutual Funds) what to do?
I'm a US citizen and European tax resident. This particular combination makes it economically impractical to invest in any type of fund due to extremely adverse...
The secret to making money in the market.
The market is made up. The points don't matter. The market must go up. No matter what. If it goes down substantially, it must recover in a timely manner. If not...
r/stocks
8 posts
r/Stocks Daily Discussion & Fundamentals Friday Oct 02, 2026
This is the daily discussion, so anything stocks related is fine, but the theme for today is on fundamentals, but if fundamentals aren't your thing then just ig...
Labor market faltered in September as jobs increased by just 29,000, unemployment rate rose to 4.2%
The U.S. economy created far fewer jobs than expected in September, pointing to a surprising soft spot in the labor market and broader economy. Nonfarm payrolls...
Tesla reports 486,532 vehicle deliveries for third quarter, topping expectation
Tesla just reported vehicle deliveries and production for the third quarter. Here are the key numbers: Total Q3 vehicle deliveries: 486,532 Total Q3 vehicle pro...
SP500 and Dow futures jump as weak payrolls/ higher unemployment rate and Fed rate paused chance faded
Stock futures rose early Friday as traders assessed the release of September’s jobs report. S&P 500 futures were up 0.8%, while futures tied to Dow Jones Indust...
South Korea Announces $120 Billion Plan For Eight Large-Scale Nuclear Power Plants In US
https://asia.nikkei.com/economy/trade-war/trump-tariffs/south-korea-to-build-8-nuclear-power-plants-in-us-invest-120bn This is the first time SK is exporting th...
Have you ever liked a company so much that you bought its stock despite thinking it was overpriced?
I'm tempted to do this with ARM. I'm drawn to this company for several reasons, from its business and AI potential to what looks like a great culture judging by...
Weak Q3 2026 Dividends?
I’ve been investing for about a decade now and one of the things I like to do is look at my dividends and how they have grown over time. I have a pretty traditi...
Twilio $TWLO is set to join the S&P 500 on October 6. What an incredible journey for this company
https://finance.yahoo.com/markets/stocks/articles/twilio-join-p-500-p-222951025.html Twilio has had one of the most remarkable turnarounds and is now set to joi...