Microsoft Earnings Loom Large 7/30/24

The Investment Committee analyzes the looming Microsoft earnings and its potential impact on the stock market amidst a shift away from the Nasdaq. They discuss market concerns about tech valuations and draw parallels with past trends. The debate on whether to sell or hold 3M stock sparks discussions about leadership and investment strategies. Additionally, the stock drop of Merck raises questions about healthcare investments, while insights into Netflix and Whirlpool highlight potential opportunities in a shifting market landscape.