RJ Hamster
♟ Shutdown Over?? Here’s the Buy
View in browser“Now That The Shutdown Seems Poised To End, It Could Re-Ignite Consumer Confidence, Which Could Lead To Higher Retail Sales Going Into The Holiday Shopping Season”Bryan Bottarelli, Head Trade Tactician, Monument Traders Alliance Dear Reader,This morning, pre-market futures rallied across the board on news that our elected officials might actually be interested in doing their jobs.The Senate passed the first step of a deal that could end the federal government shutdown, and as of midday, the stock market gains have held steady.On the surface, the obvious plays are airlines (directly affected by government operations) and government contractors, which could see immediate relief when operations resume.But I have an alternative approach…A government reopening delivers a massive confidence boost to big box retailers like Costco (COST), Walmart (WMT), and BJ’s Wholesale (BJ).Here’s the performance gap that caught my attention:Walmart: +21% over 52 weeks (crushing the S&P’s +12%)BJ’s: +2% over 52 weeks (clearly lagging)Costco: -1% over 52 weeks (the worst performer)How can three of the nation’s top retailers show such dramatic performance differences?And more importantly, is there a trade opportunity brewing?Let’s dive into Costco’s fundamentals…SPONSOREDCaught on Camera: Elon Musk’s “Area 51”You won’t believe what tech legend Jeff Brown found in what he calls Elon Musk’s “Area 51.” (Click here to see this footage.) A lot of people believe the U.S. government is hiding aliens at the highly classified U.S. Air Force facility in Nevada known as “Area 51.”But what’s happening inside Elon’s facility in Memphis is far more interesting.Click here to see the details because this could be the biggest military technology ever.Net sales grew +8.3% over the first nine weeks of fiscal 2026, hitting $48.33 billion.The US delivered 6.6% comparable sales growth, while Canada and international markets posted 6.3% and 7.2% respectively.So why has COST struggled despite this strength? A perfect storm that started with Hurricane Helene and East Coast port strikes, then rolled into tariff concerns and government shutdown fears. But is all the bad news now priced in?To unsubscribe from Trade of the Day, click here. Questions? Check out our FAQs. Trying to reach us? Contact us here. Please do not reply to this email as it goes to an unmonitored inbox. To cancel by mail or for any other subscription issues, write us at: Trade of the Day | 14 West Mount Vernon Place | Baltimore, MD 21201 North America: 800.507.1399 | International: +1.443.353.4977 Website | Privacy Policy Keep the emails you value from falling into your spam folder. Whitelist Trade of the Day. © 2025 Monument Traders Alliance, LLC | All Rights Reserved Nothing published by Monument Traders Alliance should be considered personalized investment advice. Although our employees may answer your general customer service questions, they are not licensed under securities laws to address your particular investment situation. No communication by our employees to you should be deemed personalized investment advice. We allow the editors of our publications to recommend securities that they own themselves. However, our policy prohibits editors from exiting a personal trade while the recommendation to subscribers is open. In no circumstance may an editor sell a security before subscribers have a fair opportunity to exit. The length of time an editor must wait after subscribers have been advised to exit a play depends on the type of publication. All other employees and agents must wait 24 hours after publication before trading on a recommendation. Any investments recommended by Monument Traders Alliance should be made only after consulting with your investment advisor and only after reviewing the prospectus or financial statements of the company. Protected by copyright laws of the United States and international treaties. The information found on this website may only be used pursuant to the membership or subscription agreement and any reproduction, copying or redistribution (electronic or otherwise, including on the world wide web), in whole or in part, is strictly prohibited without the express written permission of Monument Traders Alliance, LLC, 14 West Mount Vernon Place, Baltimore, MD 21201. |
Dear Reader,This morning, pre-market futures rallied across the board on news that our elected officials might actually be interested in doing their jobs.The Senate passed the first step of a deal that could end the federal government shutdown, and as of midday, the stock market gains have held steady.On the surface, the obvious plays are airlines (directly affected by government operations) and government contractors, which could see immediate relief when operations resume.But I have an alternative approach…A government reopening delivers a massive confidence boost to big box retailers like Costco (COST), Walmart (WMT), and BJ’s Wholesale (BJ).Here’s the performance gap that caught my attention:Walmart: +21% over 52 weeks (crushing the S&P’s +12%)BJ’s: +2% over 52 weeks (clearly lagging)Costco: -1% over 52 weeks (the worst performer)How can three of the nation’s top retailers show such dramatic performance differences?And more importantly, is there a trade opportunity brewing?Let’s dive into Costco’s fundamentals…SPONSORED