A tricky earnings season has required two hands on the wheel, and it's not slowing down yet

Every day during the week, Jim Crammer and CNBC Investment Club released Homestretch, a processable afternoon update at the last hour of trade at Wall Street. Markets: Thanks to five flat positive sessions for S&P 500, stocks close the week in the record zone. President Donald Trump does not have an important title on the market. Before August 1, more trading agreements for higher tariffs and perhaps on Thursday, Jerome Powell and the Federal Reserve Construction Project "more sincere than expected" around a little relaxation around the tour. Earning Return: This will be a difficult earning season. It all started with the finance we saw at least 5% withdrawal in stocks such as Wells Fargo and Blackrock, despite optimistic results and advanced interpretations. These sellers must have regret because both of them have completely healed on Friday and reached the highest level. Package Service: The reaction of the first day was wrong. He didn't go smoothly this week. Of course, there was a big hit to Ge Vernova, but Honeywell and Dover sold them aggressively despite tattooing and raising. In addition, Capital One Financial withdrew about 10% of his master's degree with a high record after the earnings on Wednesday. We think that there are more examples of good earnings reports that are misunderstood by the market. Even Danaher was traded in the 170s per share immediately after the results were revealed and now increased above $ 200. But when it comes to portfolio, we often say, "He defends anything that defends everything." This means that every immersion and retreat does not reflect a purchase opportunity. We must apply and analyze each share and earning report according to the situation. For example, at the beginning of this week, we reduced our position in Abbott Laboratoies because the company has reduced the growth appearance for the year. During these intense earnings weeks, it is difficult for the market to have a large number of headlines flying around and many reports to be digested and the market will continue. However, if we do the job and listen to the calls for earnings, we should be able to understand where opportunities are. Next week: a big week and test for markets. Approximately 150 companies in the S&P 500 are planned to report earnings, including the largest four in the world. Club Names Meta Platforms, Microsoft and Amazon's Google Parental Alphabet will continue to round the ball this week, and whether to report better results than expected, and to increase the capital expenditures to add support to AI infrastructure trade. Starbucks, Bristol-Myers Squibb, Apple and Linde will also report in the portfolio. On the data side, it means that we will see the work week, ie July Farm payroll report on Friday. Before that, there is a FED meeting on Wednesday and the rates are expected to remain unchanged. But can BED President Jerome Powell indicate the possibility of ratio interruptions later on this year? This is the big question. And during the week, we will closely watch the titles of all trade agreements before the last date of the August 1 Tariff. (See here for the full list of Jim Cramer's philanthropist's confidence in the charitable trust. Jim is waiting for 45 minutes after sending a trade warning before buying or selling a share in the portfolio of charitable confidence. If Jim talked about a stock on CNBC TV, he's waiting for 72 hours after trading warning before trading. The above investment club information is subject to our conditions and conditions and our Privacy Policy with the waiver. There is no confidence or duty or not, as you receive any information provided in connection with the Investment Club. A specific result or profit is not guaranteed.