Index
Read / research / learn
Articles and trading guides.
Find a lesson, revisit a market review or follow the evidence in a company breakdown. Every article links to its original HPT publication.
513 available articles · Page 3 of 13. Market reviews retain their original historical context; they are not current quotes.
A. O. Smith: Better Cash Flow Has Not Repaired the Earnings Trend — October 8, 2026
Read on Substack →Church & Dwight: Volume Growth and the Portfolio Gap | October 8, 2026
Read on Substack →Costco: Better Cost Efficiency Is Not Wider Merchandise Margin | October 8, 2026
Read on Substack →Pentair: A New Water Platform Meets an Unfinished Price Recovery | October 8, 2026
Review Pentair’s water-platform expansion, pool-channel inventory and the separate evidence required for an operating recovery and a chart recovery.
Read on Substack →Daily Point Blank News | The Fuel Cushion Is Thin as Equities Retreat | October 8, 2026
Read on Substack →Constellation: shipments grew, but demand moved differently | October 8, 2026
Compare Constellation’s beer shipments and depletions, inventory timing and reporting periods in this dated earnings and technical-analysis review.
Read on Substack →WD-40: The Currency Tailwind Is Not the Entire Demand Story | October 8, 2026
Read on Substack →Fastenal: Higher Prices Did Not Remove the Margin Squeeze | October 8, 2026
Read on Substack →AZZ: Two Sales Records, Two Different Demand Signals | October 7, 2026
AZZ’s two coating businesses both reported record quarterly sales, but their demand explanations diverged.
Read on Substack →CTAS: Organic Growth Improved, but the Deal Is Still a Separate Test | October 7, 2026
Read on Substack →MSA Safety: The Acquisition Changes Both Sides of the Comparison | October 7, 2026
Read on Substack →AAON: The Sales Upgrade Came With a Margin Downgrade | October 7, 2026
Read on Substack →Micron Ripped. The Market Didn’t. Here’s the Rotation Test.
Read on Substack →EXPO: 21% Revenue Growth Is Not 21% More Consulting Work | October 7, 2026
Read on Substack →DRI: LongHorn Gains Guests While Olive Garden Relies on Check Growth | October 7, 2026
Read on Substack →ORCL: Customer Prepayments Help Fund a Bigger Cloud Build | October 7, 2026
Read on Substack →Daily Point Blank News | The Rebound Left Small Caps Behind | October 7, 2026
Read on Substack →KR: Lower Sales Guidance, Unchanged Profit Targets | October 7, 2026
Read on Substack →MKC: Consumer Volume Slips While Flavor Solutions Grows | October 7, 2026
Compare McCormick’s Consumer and Flavor Solutions volume/mix and pricing contributions, keeping company reporting measures distinct from unit sales.
Read on Substack →PAYX: Two Growth Engines, One Unchanged Sales Outlook | October 7, 2026
Read on Substack →Daily Point Blank News | More Output Can Still Mean Less Utilization | October 7, 2026
Understand why industrial output can rise while capacity utilization falls, and read the October 7 briefing without confusing a ratio with activity.
Read on Substack →Daily Point Blank News | Equal Weight Has a Clock | October 7, 2026
Learn why equal-weight comparisons need matching periods and rebalance context, using the October 7 market briefing and its dated participation evidence.
Read on Substack →Daily Point Blank News | A Discussion Is Not a Vote | October 7, 2026
Distinguish FOMC meeting participants from voting members, and understand why the language of a policy discussion does not establish a voting majority.
Read on Substack →Daily Point Blank News | Crude Stocks Need a Second Page | October 7, 2026
Study the October 7 briefing’s framework for reading crude-oil inventory data, with the timing of the release kept separate from existing market evidence.
Read on Substack →Daily Point Blank News | Profit Growth Has Its Own Clock | October 7, 2026
Read the October 7 briefing on profit-growth comparisons: identify the reporting period and time convention before interpreting a headline percentage.
Read on Substack →Daily Point Blank News | The Biggest Move May Not Drive the Basket | October 7, 2026
Explore why an individual stock’s percentage move is not its contribution to an index, using the October 7 briefing’s weighted-basket framework.
Read on Substack →Daily Point Blank News | Jobs Are Not People | October 7, 2026
Understand why jobs and employed people are different measurements, and read the October 7 labor-market briefing with the correct statistical scope.
Read on Substack →WMT: Follow the Advertising Dollar Before Calling It Revenue | October 7, 2026
Examine Walmart advertising in the October 7 research note, following the definition and reporting boundary before treating an advertising dollar as revenue.
Read on Substack →SBUX: A Strong Sales Split Meets a Weak Daily Trend | October 6, 2026
Read the October 6 Starbucks review separating the components of sales growth from the evidence needed to improve the stock’s daily technical trend.
Read on Substack →Daily Point Blank News | Profit Is Not Cash | October 6, 2026
Read on Substack →Daily Point Blank News | Lower Yields, Lower Borrowing Costs? | October 6, 2026
Read on Substack →Daily Point Blank News | Defensive Sector, Growth Story? | October 6, 2026
Explore why a defensive sector label does not settle the investment thesis, using the October 6 utilities-led market snapshot and its research framework.
Read on Substack →Daily Point Blank News | Small Caps Have a Sector Mix, Not Just a Size | October 6, 2026
Read the October 6 briefing on small-cap performance, distinguishing company size from sector composition before drawing a broad market conclusion.
Read on Substack →Daily Point Blank News | The Winter Bill Has More Than One Moving Part | October 6, 2026
Explore the moving parts behind a winter energy bill in the October 6 briefing, keeping consumption assumptions separate from the price of fuel.
Read on Substack →Daily Point Blank News | The New Oil Forecast Has an Older Clock | October 6, 2026
Read the October 6 oil-outlook briefing with attention to the forecast’s information cutoff, publication date and the assumptions behind its projections.
Read on Substack →Daily Point Blank News | A Wider Trade Gap Is Not a Demand Verdict | October 6, 2026
Examine the October 6 briefing on the trade balance, separating imports, exports and reporting periods from claims about individual business profitability.
Read on Substack →Daily Point Blank News | When the Rally Outlasts Its First Explanation | October 6, 2026
Read on Substack →LEVI: Europe's Weak Quarter Needs a Half-Year Check Before Earnings | October 6, 2026
Read on Substack →Daily Point Blank News | A Global Rally Has Two Return Engines | October 6, 2026
Understand the two components of a dollar-based overseas investment return: local asset performance and currency conversion, with October 6 market context.
Read on Substack →