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Nike Inc ($NKE) Q2 FY26 Result and Earnings Call Analysis
Headline beat obscures worse than expected gross margin and China outlook. Turnaround to take longer.
16 hrs ago
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How to Get Comfortable with being Wrong: The Mental Models that improve investing
Lets get inside your head to improve your investing & in doing so, prove the value of AI as part of your process
Dec 17
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The Inferential Investor
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In 2026, Markets Face a "Three Body Problem": Tariffs, the Fed and Midterms
a Scenario Based Market Outlook
Dec 15
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The Inferential Investor
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UPDATED: FOMC Detailed Analysis incl language tracking & sentiment: December 2025
25bps cut plus QE-Lite restarting but a fractured Fed with increasing dissent
Dec 10
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The Business "Moat" Cheat Code: How to Use AI and Hamilton Helmer’s 7 Powers Framework to Pick Durable Winners
Including 1 of 2 mega-prompt variants to run this analysis!
Dec 10
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The Inferential Investor
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How to Get Ahead of Consensus Earnings & Share Price Inflections using Sentiment Analysis
with a thought provoking case study on Estee Lauder ($EL)
Dec 5
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The Inferential Investor
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Learn the State of Play for AI in Investment Research with a reward for each respondent
The 2026 AI Best Practice for Investing Survey
Dec 1
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The Inferential Investor
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November 2025
The ADOBE Paradox: Consistent Growth or AI Cannibalization & Stagnation?
What are the issues and evidence pressuring the stock and whats already in the price? An AI investigation.
Nov 26
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The Inferential Investor
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Limited Time Special Offer for Thanksgiving & Black Friday
& why The Inferential Investor will upgrade your investment research, clearly explained!
Nov 25
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The Inferential Investor
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The Curious Case of PayPal: From 2025 Upgrades to Downside Risk for 2026?
I show how to use AI to analyze contextual signals from transcript language evolution to assess consensus estimates. This unearths some important…
Nov 25
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The Inferential Investor
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The Fascinating Turnaround of NIKE as revealed through Transcript Analysis
Our detailed analysis highlights the state of progress and remaining challenges in NIKE's turnaround story
Nov 23
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How Gemini 3.0 Pro just Jumped Ahead for Investment Research and Analysis
Very quietly, Google released Gemini 3.0 PRO this week and its not an understatement to suggest that its changed the game for investors.
Nov 21
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The Inferential Investor
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