Bullish Thesis for UNG

1. Seasonal Tailwinds – Winter Demand Spike

Natural gas is a seasonal commodity, with consumption historically surging in winter months as heating demand rises. With UNG trading near $12, the market is discounting relatively weak near-term demand, but as colder weather sets in across the U.S. and Europe, we can…

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ADBE earnings recap

Financial & Business Highlights

• Revenue came in at $5.99 billion, up about 11% year over year.
• Non-GAAP EPS was $5.31, a 14% increase. GAAP EPS came in at $4.18.
• Digital Media revenue reached $4.46B (+11%), while Digital Experience revenue was $1.48B (+9%).
• Remaining Performance Obligations (future contracted…

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Bullish Thesis for ADBE

1. Attractive Entry at 52-Week Low

Adobe has slid back toward its 52-week low, down more than a third from its highs. Much of the negative sentiment is already priced in, giving traders a favorable risk-reward setup. Buying near lows historically offers strong rebound potential if earnings or guidance surprise to…

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📊 CPI, Jobless Claims, and the Fed: A Balancing Act

The economic data released this morning sends a mixed but critical message to the Federal Reserve just days before its September meeting.

• CPI (Aug): +0.4% month-over-month, doubling July’s pace. Annual inflation now sits at 2.9%, the highest since January.
• Core CPI: +0.3% MoM, +3.1% YoY — right…

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