← Edition for Friday, July 31, 2026

The Report Card · Friday, July 31, 2026

Energy earnings and PCE data set the stage for a cautious Friday close

Disinflationary trends should cap upside, while strong energy results provide a floor, leading to a mostly flat session for broad indices.

D

Accuracy

40%

Correct

29/72

Brier score

0.263

lower is better

We got 29 of 72 calls right on Friday, July 31, 2026.

By Category

ForecastsF

6/13

46% accuracy

TradesF

2/10

20% accuracy

PredictionsD

9/25

36% accuracy

DriversC

3/6

50% accuracy

EarningsC

9/18

50% accuracy

Forecasts — what we said vs. what happened

F

We said

—

What happened

Predicted -0.15%, actual +0.70%.

Result +0.70% @ 7489.72

Wrong
F

We said

—

What happened

Predicted -0.25%, actual +0.60%.

Result +0.60% @ 28274.20

Wrong
C

We said

—

What happened

Predicted +0.05%, actual +0.53%.

Result +0.53% @ 52485.03

Right
B

We said

—

What happened

Predicted -0.30%, actual -0.50%.

Result -0.50% @ 2931.34

Right
F

We said

—

What happened

Predicted +1.50%, actual -6.44%.

Result -6.44% @ 15.99

Wrong
F

We said

—

What happened

Predicted +0.10%, actual -0.21%.

Result -0.21% @ 99.80

Wrong
F

We said

—

What happened

Predicted -0.01%, actual +1.76%.

Result +1.76% @ 4.75

Wrong
C

We said

—

What happened

Predicted +0.70%, actual +1.08%.

Result +1.08% @ 84.49

Right
C

We said

—

What happened

Predicted +0.40%, actual +0.11%.

Result +0.11% @ 4104.70

Right
F

We said

—

What happened

Predicted +0.20%, actual -1.33%.

Result -1.33% @ 58.03

Wrong
F

We said

—

What happened

Predicted -0.50%, actual -2.75%.

Result -2.75% @ 62948.04

Right
F

We said

—

What happened

Predicted -0.60%, actual -2.72%.

Result -2.72% @ 1865.17

Right
F

We said

—

What happened

Predicted -0.80%, actual +0.40%.

Result +0.40% @ 2.77

Wrong

Trades — what we said vs. what happened

A

We said

—

What happened

Target 196.07 hit — +1.80%.

Result +1.80% @ 196.83

Right
F

We said

—

What happened

Stop 155.9 hit — -0.68%.

Result -0.68% @ 155.44

Wrong
F

We said

—

What happened

Stop 197.14 hit — -0.60%.

Result -0.60% @ 200.75

Wrong
F

We said

—

What happened

Stop 231.72 hit — -0.56%.

Result -0.56% @ 229.37

Wrong
F

We said

—

What happened

Stop 256.7 hit — -0.50%.

Result -0.50% @ 250.94

Wrong
A

We said

—

What happened

Target 108.97 hit — +0.80%.

Result +0.80% @ 109.31

Right
F

We said

—

What happened

Stop 311.94 hit — -1.00%.

Result -1.00% @ 311.21

Wrong
F

We said

—

What happened

Stop 125.77 hit — -0.41%.

Result -0.41% @ 125.43

Wrong
F

We said

—

What happened

Stop 16.29 hit — -1.24%.

Result -1.24% @ 15.13

Wrong
F

We said

—

What happened

Stop 57.28 hit — -1.10%.

Result -1.10% @ 54.82

Wrong

Predictions — what we said vs. what happened

—

We said

—

What happened

Unscored — text prediction (resolve manually).

No call
—

We said

—

What happened

Unscored — text prediction (resolve manually).

No call
—

We said

—

What happened

Unscored — text prediction (resolve manually).

No call
—

We said

—

What happened

Unscored — text prediction (resolve manually).

No call
—

We said

—

What happened

Unscored — text prediction (resolve manually).

No call
—

We said

—

What happened

Unscored — text prediction (resolve manually).

No call
—

We said

—

What happened

Unscored — text prediction (resolve manually).

No call
—

We said

—

What happened

Unscored — text prediction (resolve manually).

No call
—

We said

—

What happened

Unscored — text prediction (resolve manually).

No call
—

We said

—

What happened

Unscored — text prediction (resolve manually).

No call
—

We said

—

What happened

Unscored — text prediction (resolve manually).

No call
—

We said

—

What happened

Unscored — text prediction (resolve manually).

No call
—

We said

—

What happened

Unscored — text prediction (resolve manually).

No call
—

We said

—

What happened

Unscored — text prediction (resolve manually).

No call
—

We said

—

What happened

Unscored — text prediction (resolve manually).

No call
A

We said

—

What happened

OXY closed +2.00%.

Result +2.00% @ 57.07

Right
F

We said

—

What happened

XOM closed -0.97%.

Result -0.97% @ 155.44

Wrong
F

We said

—

What happened

DUK closed -0.67%.

Result -0.67% @ 125.43

Wrong
F

We said

—

What happened

EPD closed -0.18%.

Result -0.18% @ 38.05

Wrong
F

We said

—

What happened

ED closed -0.74%.

Result -0.74% @ 108.85

Wrong
F

We said

—

What happened

LLY closed -0.53%.

Result -0.53% @ 1148.84

Wrong
A

We said

—

What happened

BDX closed +0.10%.

Result +0.10% @ 165.62

Right
F

We said

—

What happened

KMB closed -0.80%.

Result -0.80% @ 109.31

Wrong
F

We said

—

What happened

KO closed -1.02%.

Result -1.02% @ 87.59

Wrong
A

We said

—

What happened

WM closed +0.10%.

Result +0.10% @ 226.55

Right
F

We said

—

What happened

NVDA closed +2.93%.

Result +2.93% @ 200.75

Wrong
F

We said

—

What happened

TSLA closed +0.76%.

Result +0.76% @ 311.21

Wrong
F

We said

—

What happened

META closed +3.28%.

Result +3.28% @ 556.71

Wrong
A

We said

—

What happened

PYPL closed -0.76%.

Result -0.76% @ 57.21

Right
F

We said

—

What happened

SQ closed 0.00%.

Result 0.00%

Wrong
F

We said

—

What happened

CRM closed +1.83%.

Result +1.83% @ 184.02

Wrong
F

We said

—

What happened

NWL closed +8.95%.

Result +8.95% @ 5.60

Wrong
A

We said

—

What happened

BKNG closed -0.18%.

Result -0.18% @ 192.90

Right
A

We said

—

What happened

TGT closed -0.01%.

Result -0.01% @ 144.49

Right
A

We said

—

What happened

F closed -1.21%.

Result -1.21% @ 14.68

Right
F

We said

—

What happened

CVX closed +2.35%.

Result +2.35% @ 196.83

Wrong
F

We said

—

What happened

PYPL closed -0.76%.

Result -0.76% @ 57.21

Wrong
A

We said

—

What happened

NWL closed +8.95%.

Result +8.95% @ 5.60

Right
A

We said

—

What happened

MRNA closed -5.35%.

Result -5.35% @ 54.82

Right
F

We said

—

What happened

AN closed -1.05%.

Result -1.05% @ 212.40

Wrong
—

We said

—

What happened

Unscored — text prediction (resolve manually).

No call
—

We said

—

What happened

Unscored — text prediction (resolve manually).

No call
—

We said

—

What happened

Unscored — text prediction (resolve manually).

No call
—

We said

—

What happened

Unscored — text prediction (resolve manually).

No call
—

We said

—

What happened

Unscored — text prediction (resolve manually).

No call
—

We said

—

What happened

Unscored — text prediction (resolve manually).

No call

Drivers — what we said vs. what happened

C

We said

—

What happened

Called mixed; SPX up (+0.70%).

No call
F

We said

—

What happened

Called bearish; SPX up (+0.70%).

Wrong
A

We said

—

What happened

Called bullish; SPX up (+0.70%).

Right
A

We said

—

What happened

Called bullish; SPX up (+0.70%).

Right
A

We said

—

What happened

Called bullish; SPX up (+0.70%).

Right
F

We said

—

What happened

Called bearish; SPX up (+0.70%).

Wrong
C

We said

—

What happened

Called mixed; SPX up (+0.70%).

No call
F

We said

—

What happened

Called bearish; SPX up (+0.70%).

Wrong
C

We said

—

What happened

Called neutral; SPX up (+0.70%).

No call
C

We said

—

What happened

Called neutral; SPX up (+0.70%).

No call

Earnings — what we said vs. what happened

A

We said

—

What happened

Called beat (75% beat); actual beat (EPS 6.06 vs est 5.615).

Right
F

We said

—

What happened

Called beat (70% beat); actual inline (EPS 3.65 vs est 3.6761).

Wrong
A

We said

—

What happened

Called beat (68% beat); actual beat (EPS 3.15 vs est 3.1015).

Right
A

We said

—

What happened

Called beat (60% beat); actual beat (EPS -1.97 vs est -2.1247).

Right
F

We said

—

What happened

Called beat (50% beat); actual miss (EPS 20.70665 vs est 33.127).

Wrong
F

We said

—

What happened

Called beat (60% beat); actual miss (EPS 5.56 vs est 5.6609).

Wrong
A

We said

—

What happened

Called beat (50% beat); actual beat (EPS 0.72 vs est 0.6781).

Right
A

We said

—

What happened

Called beat (68% beat); actual beat (EPS 0.99 vs est 0.9753).

Right
A

We said

—

What happened

Called beat (60% beat); actual beat (EPS 0.79 vs est 0.6887).

Right
F

We said

—

What happened

Called beat (70% beat); actual inline (EPS 4.5 vs est 4.5288).

Wrong
F

We said

—

What happened

Called miss (40% beat); actual beat (EPS 0.42 vs est 0.2003).

Wrong
F

We said

—

What happened

Called beat (65% beat); actual miss (EPS 0.89 vs est 0.9057).

Wrong
F

We said

—

What happened

Called beat (55% beat); actual miss (EPS 1.98 vs est 2.2485).

Wrong
F

We said

—

What happened

Called beat (65% beat); actual miss (EPS -0.4 vs est -0.3417).

Wrong
A

We said

—

What happened

Called beat (60% beat); actual beat (EPS 0.45 vs est 0.4046).

Right
A

We said

—

What happened

Called beat (55% beat); actual beat (EPS 4.28 vs est 3.9988).

Right
A

We said

—

What happened

Called beat (50% beat); actual beat (EPS 4.3 vs est 3.4478).

Right
F

We said

—

What happened

Called beat (55% beat); actual inline (EPS 2.57 vs est 2.5493).

Wrong

Scoring is deterministic and runs after every US market close. End-of-day prices from Yahoo Finance; earnings actuals from Finnhub. Free-text predictions (top-15, surprise, uncertain) are left for editorial review and not counted in the overall grade.