Tracey Ryniec
@traceyryniec.bsky.social
Senior Stock Strategist at Zacks Investment Research. Hosts 2 podcasts. Writer. Loves housing. Chicago.
Christmas time in Naperville, IL. About 2 inches so far. Hooray.
November 29, 2025 at 4:24 PM
Christmas time in Naperville, IL. About 2 inches so far. Hooray.
Remember when Trump said he was getting rid of the Deep State? He never uses that term anymore.
November 26, 2025 at 7:41 PM
Remember when Trump said he was getting rid of the Deep State? He never uses that term anymore.
Gold ETF versus Bitcoin ETF over the last month. And yes, GLD is beating IBIT on the year-to-date chart too.
November 26, 2025 at 7:39 PM
Gold ETF versus Bitcoin ETF over the last month. And yes, GLD is beating IBIT on the year-to-date chart too.
Yes, a developer bought this 100+ year old beauty with waterfall and gardens in the backyard that were featured on various garden walks over many years to tear it down. Demolition permit filed. They've already torn down the house next door (on the right). 🥹 From the other site:
November 25, 2025 at 7:27 PM
Yes, a developer bought this 100+ year old beauty with waterfall and gardens in the backyard that were featured on various garden walks over many years to tear it down. Demolition permit filed. They've already torn down the house next door (on the right). 🥹 From the other site:
Eli Lilly hitting another new all-time high today. Earnings expected to rise another 41% in 2026 after soaring this year. Forward P/E is stretched, however, at 44x. #LLY (I own it in Zacks Insider Trader portfolio.)
November 25, 2025 at 7:10 PM
Eli Lilly hitting another new all-time high today. Earnings expected to rise another 41% in 2026 after soaring this year. Forward P/E is stretched, however, at 44x. #LLY (I own it in Zacks Insider Trader portfolio.)
Burlington Stores is looking pretty good. Earnings in the morning. Analysts still expecting big earnings growth. But will the shoppers show up? #BURL
November 25, 2025 at 1:42 AM
Burlington Stores is looking pretty good. Earnings in the morning. Analysts still expecting big earnings growth. But will the shoppers show up? #BURL
Abercrombie & Fitch reports in the morning. It has a good earnings surprise track record. BUT tariffs will impact (eventually) and its already doing 50% off Black Friday. I'm worried about this holiday season with apparel. #ANF
November 25, 2025 at 1:31 AM
Abercrombie & Fitch reports in the morning. It has a good earnings surprise track record. BUT tariffs will impact (eventually) and its already doing 50% off Black Friday. I'm worried about this holiday season with apparel. #ANF
North Dakota makes sense:
November 20, 2025 at 11:26 PM
North Dakota makes sense:
Alphabet's pretty price and consensus chart. However, analysts are cautious on 2026's earnings growth. Expecting just 4.4% for 2026. #GOOGL (I own it)
November 17, 2025 at 10:04 PM
Alphabet's pretty price and consensus chart. However, analysts are cautious on 2026's earnings growth. Expecting just 4.4% for 2026. #GOOGL (I own it)
Blackstone is unloading its senior living portfolio. Seems like they panicked in 2022. But also, it's not like other housing. It's like running a cruise ship with a big medical clinic. Gift article: www.wsj.com/real-estate/...
November 7, 2025 at 4:31 AM
Blackstone is unloading its senior living portfolio. Seems like they panicked in 2022. But also, it's not like other housing. It's like running a cruise ship with a big medical clinic. Gift article: www.wsj.com/real-estate/...
AppLovin tonight. 9 beats in a row.
November 5, 2025 at 8:53 PM
AppLovin tonight. 9 beats in a row.
McDonald's reports this morning. Has beat 4 quarters in a row. It's been rough in the restaurant group so far this earnings season. Will McDonald's value menu save it? #MCD
November 5, 2025 at 6:12 AM
McDonald's reports this morning. Has beat 4 quarters in a row. It's been rough in the restaurant group so far this earnings season. Will McDonald's value menu save it? #MCD
CAVA tonight. Most restaurants, except Chili's, are struggling right now. Consumer is cutting back. Costs are up. CAVA has only missed once since 2003.
November 4, 2025 at 8:50 PM
CAVA tonight. Most restaurants, except Chili's, are struggling right now. Consumer is cutting back. Costs are up. CAVA has only missed once since 2003.
Eastman Chemical with the reasons why tariffs haven't been priced in yet. Companies were pulling forward all of their product ahead of the tariffs but the impacts will be felt heading into 2026. No escaping it soon.
November 3, 2025 at 9:55 PM
Eastman Chemical with the reasons why tariffs haven't been priced in yet. Companies were pulling forward all of their product ahead of the tariffs but the impacts will be felt heading into 2026. No escaping it soon.
Primoris Services, another AI infrastructure company, will report earnings tonight. It's beat 12 quarters in a row. Impressive. Is trading with a forward P/E of 28. (I own it) #PRIM
November 3, 2025 at 8:05 PM
Primoris Services, another AI infrastructure company, will report earnings tonight. It's beat 12 quarters in a row. Impressive. Is trading with a forward P/E of 28. (I own it) #PRIM
Sterling tonight. It's an engineering firm building data centers and Amazon's next generation distribution centers, among other things. Has beat 10 quarters in a row. Shares up 133% year-to-date. (I own it) #STRL
November 3, 2025 at 7:59 PM
Sterling tonight. It's an engineering firm building data centers and Amazon's next generation distribution centers, among other things. Has beat 10 quarters in a row. Shares up 133% year-to-date. (I own it) #STRL
Palantir tonight. Up 173% year-to-date. 11 beats in a row. But now trading at 305x forward earnings. No one cares about valuation you say? Hitting new highs into tonight's report.
November 3, 2025 at 7:53 PM
Palantir tonight. Up 173% year-to-date. 11 beats in a row. But now trading at 305x forward earnings. No one cares about valuation you say? Hitting new highs into tonight's report.
Shoe companies can't escape the tariffs. Few shoes are made in America. Brooks Running, owned by Berkshire Hathaway, is passing it along next year. Prices have risen on running shoes, industrywide, by 40% over the last 5 years. Are you willing to pay up?
October 31, 2025 at 5:51 PM
Shoe companies can't escape the tariffs. Few shoes are made in America. Brooks Running, owned by Berkshire Hathaway, is passing it along next year. Prices have risen on running shoes, industrywide, by 40% over the last 5 years. Are you willing to pay up?
Amazon and Apple got all the glory after the bell today but you should really be watching infrastructure firm MasTec. It beat again and posted a record quarter. Revenue up 22%. Backlog up 21% to $16.8 billion. Guided higher than the Zacks Consensus for the full year. #MTZ
October 30, 2025 at 10:51 PM
Amazon and Apple got all the glory after the bell today but you should really be watching infrastructure firm MasTec. It beat again and posted a record quarter. Revenue up 22%. Backlog up 21% to $16.8 billion. Guided higher than the Zacks Consensus for the full year. #MTZ
Yep. Even has an Eiffel Tower. Lol.
October 29, 2025 at 4:27 AM
Yep. Even has an Eiffel Tower. Lol.