Market Notes
Earnings and markets, through a long-term lens
Weekly notes on earnings reports and market developments from widely followed companies — what was actually said and reported, and what it means for investors focused on quality businesses and long-term compounding rather than headlines.
Companies discussed are covered for educational purposes only. Nothing here is a recommendation to buy or sell any security. One or more of the securities discussed may be held in client accounts managed by VCP Financial; holdings differ by client and are subject to change.
Market Notes: What SpaceX, AMD, Palantir, and Lilly's Earnings Told Long-Term Investors
The first week of August 2026 in plain English — SpaceX's debut quarter as a public company, AMD's record that got sold, Palantir's 93% growth, and Lilly's price-versus-volume story.
Market Notes: What Microsoft, Meta, Apple, and Amazon's Earnings Told Long-Term Investors
Big Tech's July 2026 earnings week in plain English — the numbers Microsoft, Meta, Apple, and Amazon reported, the one-time items behind the headlines, and lessons for long-term investors.
Market Notes: What Alphabet, Tesla, IBM, and Intel's Earnings Told Long-Term Investors This Week
A look at what Alphabet, Tesla, IBM, and Intel actually reported in late July 2026 — the numbers, the one-time items that distorted them, and what durable-business investors can learn.
Market Notes: What the Banks, the Chipmakers, and UnitedHealth Told Long-Term Investors This Week
A look at what JPMorgan, Goldman Sachs, TSMC, ASML, and UnitedHealth actually reported in mid-July 2026 — the numbers, the caveats, and what durable-business investors can learn.