← Edition for Wednesday, August 5, 2026

The Report Card · Wednesday, August 5, 2026

Earnings season meets a hawkish undercurrent

The confluence of energy sector earnings and persistent inflation concerns suggests a cautious session, favoring defensive plays and continued dollar strength.

C

Accuracy

53%

Correct

35/66

Brier score

0.276

lower is better

We got 35 of 66 calls right on Wednesday, August 5, 2026.

By Category

ForecastsF

4/13

31% accuracy

TradesD

2/6

33% accuracy

PredictionsC

14/25

56% accuracy

DriversA

7/7

100% accuracy

EarningsC

8/15

53% accuracy

Forecasts — what we said vs. what happened

C

We said

—

What happened

Predicted -0.80%, actual -0.17%.

Result -0.17% @ 7723.55

Right
B

We said

—

What happened

Predicted -1.20%, actual -0.83%.

Result -0.82% @ 29487.79

Right
F

We said

—

What happened

Predicted -0.50%, actual +0.49%.

Result +0.49% @ 54349.12

Wrong
C

We said

—

What happened

Predicted -1.50%, actual -0.59%.

Result -0.59% @ 3019.19

Right
F

We said

—

What happened

Predicted +3.50%, actual -4.18%.

Result -4.18% @ 15.81

Wrong
F

We said

—

What happened

Predicted +0.30%, actual -0.17%.

Result -0.17% @ 99.72

Wrong
F

We said

—

What happened

Predicted +0.02%, actual -0.22%.

Result -0.22% @ 4.62

Wrong
B

We said

—

What happened

Predicted -0.70%, actual -0.99%.

Result -0.99% @ 75.02

Right
F

We said

—

What happened

Predicted -0.50%, actual +5.19%.

Result +5.19% @ 4307.80

Wrong
F

We said

—

What happened

Predicted -1.10%, actual +3.60%.

Result +3.60% @ 62.22

Wrong
F

We said

—

What happened

Predicted -1.80%, actual +1.30%.

Result +1.30% @ 64887.90

Wrong
F

We said

—

What happened

Predicted -2.50%, actual +2.64%.

Result +2.64% @ 1917.67

Wrong
F

We said

—

What happened

Predicted +0.90%, actual -0.45%.

Result -0.45% @ 2.67

Wrong

Trades — what we said vs. what happened

C

We said

—

What happened

Limit at 72.43 not filled (day range 66.74–69.42).

Result 0.00% @ 68.18

No call
F

We said

—

What happened

Stop 100.09 hit — -1.82%.

Result -1.82% @ 101.76

Wrong
C

We said

—

What happened

Limit at 1124 not filled (day range 1138.43–1216.94).

Result 0.00% @ 1169.86

No call
B

We said

—

What happened

Closed 53.81 for +2.07%.

Result +2.08% @ 53.81

Right
F

We said

—

What happened

Stop 103.75 hit — -1.00%.

Result -1.00% @ 99.12

Wrong
F

We said

—

What happened

Stop 112.04 hit — -0.50%.

Result -0.50% @ 112.34

Wrong
F

We said

—

What happened

Stop 6.29 hit — -0.94%.

Result -0.94% @ 2.67

Wrong
B

We said

—

What happened

Closed 91.42 for +1.01%.

Result +1.01% @ 91.42

Right

Predictions — what we said vs. what happened

A

We said

—

What happened

WMT closed +0.71%.

Result +0.71% @ 112.34

Right
—

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

LLY closed +4.86%.

Result +4.86% @ 1169.86

Right
A

We said

—

What happened

KO closed +0.31%.

Result +0.31% @ 86.83

Right
A

We said

—

What happened

JNJ closed +1.04%.

Result +1.04% @ 257.59

Right
F

We said

—

What happened

PG closed -0.82%.

Result -0.82% @ 146.80

Wrong
F

We said

—

What happened

PEP closed -0.23%.

Result -0.23% @ 138.78

Wrong
F

We said

—

What happened

DUK closed -0.75%.

Result -0.75% @ 123.34

Wrong
F

We said

—

What happened

NEE closed -1.48%.

Result -1.48% @ 85.91

Wrong
F

We said

—

What happened

ED closed -0.08%.

Result -0.08% @ 108.32

Wrong
F

We said

—

What happened

LMT closed -1.99%.

Result -1.99% @ 577.60

Wrong
A

We said

—

What happened

UBER closed -5.29%.

Result -5.29% @ 68.18

Right
F

We said

—

What happened

DIS closed +3.65%.

Result +3.65% @ 101.76

Wrong
A

We said

—

What happened

OXY closed -2.32%.

Result -2.32% @ 53.81

Right
A

We said

—

What happened

COP closed -2.46%.

Result -2.46% @ 115.04

Right
A

We said

—

What happened

VLO closed -2.05%.

Result -2.05% @ 302.39

Right
A

We said

—

What happened

TSLA closed -1.77%.

Result -1.77% @ 321.55

Right
F

We said

—

What happened

NFLX closed +0.86%.

Result +0.86% @ 74.20

Wrong
A

We said

—

What happened

AMZN closed -1.72%.

Result -1.72% @ 272.65

Right
A

We said

—

What happened

COIN closed -0.56%.

Result -0.56% @ 149.89

Right
F

We said

—

What happened

SQ closed 0.00%.

Result 0.00%

Wrong
A

We said

—

What happened

GLXY closed -13.89%.

Result -13.89% @ 19.07

Right
F

We said

—

What happened

ALL closed +0.77%.

Result +0.77% @ 264.59

Wrong
F

We said

—

What happened

OXY closed -2.32%.

Result -2.32% @ 53.81

Wrong
A

We said

—

What happened

DIS closed +3.65%.

Result +3.65% @ 101.76

Right
A

We said

—

What happened

CVS closed -5.08%.

Result -5.08% @ 99.12

Right
—

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

A

We said

—

What happened

Called bearish; SPX down (-0.17%).

Right
A

We said

—

What happened

Called bearish; SPX down (-0.17%).

Right
A

We said

—

What happened

Called bearish; SPX down (-0.17%).

Right
A

We said

—

What happened

Called bearish; SPX down (-0.17%).

Right
A

We said

—

What happened

Called bearish; SPX down (-0.17%).

Right
A

We said

—

What happened

Called bearish; SPX down (-0.17%).

Right
C

We said

—

What happened

Called mixed; SPX down (-0.17%).

No call
C

We said

—

What happened

Called mixed; SPX down (-0.17%).

No call
A

We said

—

What happened

Called bearish; SPX down (-0.17%).

Right
C

We said

—

What happened

Called mixed; SPX down (-0.17%).

No call

Earnings — what we said vs. what happened

F

We said

—

What happened

Called miss (35% beat); actual beat (EPS 2.06 vs est 1.879).

Wrong
A

We said

—

What happened

Called beat (65% beat); actual beat (EPS 2.58 vs est 1.8702).

Right
A

We said

—

What happened

Called beat (70% beat); actual beat (EPS 8.38 vs est 6.0661).

Right
F

We said

—

What happened

Called miss (30% beat); actual beat (EPS 1.17 vs est 0.8309).

Wrong
F

We said

—

What happened

Called miss (40% beat); actual beat (EPS 1.06 vs est 0.5971).

Wrong
A

We said

—

What happened

Called beat (60% beat); actual beat (EPS 4.48 vs est 4.3924).

Right
A

We said

—

What happened

Called miss (40% beat); actual miss (EPS -0.09 vs est -0.0262).

Right
F

We said

—

What happened

Called miss (45% beat); actual beat (EPS 9.41 vs est 7.5136).

Wrong
A

We said

—

What happened

Called beat (60% beat); actual beat (EPS 8.99 vs est 6.1822).

Right
A

We said

—

What happened

Called beat (65% beat); actual beat (EPS 9.93 vs est 9.6305).

Right
A

We said

—

What happened

Called beat (55% beat); actual beat (EPS 2.43 vs est 2.3159).

Right
F

We said

—

What happened

Called beat (50% beat); actual miss (EPS 8.23 vs est 8.834).

Wrong
F

We said

—

What happened

Called miss (40% beat); actual beat (EPS 0.89 vs est 0.6317).

Wrong
A

We said

—

What happened

Called beat (60% beat); actual beat (EPS 0.56 vs est 0.5344).

Right
F

We said

—

What happened

Called miss (40% beat); actual beat (EPS 0.42 vs est 0.4107).

Wrong
—

We said

—

What happened

Not yet reported.

No call
—

We said

—

What happened

Not yet reported.

No call
—

We said

—

What happened

Not yet reported.

No call
—

We said

—

What happened

Not yet reported.

No call

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.