Markets back in rally mode – with a few fits and spurts. Everything looks pretty good in the U.S. as small-caps hit new highs. Headwinds are there, but not much is putting a damper on optimism. Economic reports are still signaling good times ahead. Plus: the latest news that needs to be unwrapped and reviewed, […]
Europe in turmoil as Italian politicians were unable to form a government. Major rotation out of European banks and bonds helped to push down the 10-year U.S. Treasury yield. After a week off, not much has changed The tape is very sensitive to any and all headlines. Markets are still in a consolidation mode and […]
Markets appeared to be back in bull mode. Earnings season wraps up with very impressive results. Buybacks are massive and buyers like what they see. There has also been a noticeable lack of headline risk as little mention of tariffs or other negative tones are heard into the mid-term elections. Plus, we take a look […]
Even with an average quarter, big bets are being made on the bright prospects for Apple (AAPL). HUGE buybacks and a dividend hike are the darling of Wall Street – the love affair is rekindled. Unemployment dips below 4% and important inflation data is due this week. Of course we have some great Fed limericks […]
Now back, John C. Dvorak will provide some insight on his mysterious disappearance. Earnings season is in overdrive as the 10-Year treasury blows past the psychological 3% level. Is the bond bubble finally bursting? Plus, we announce the winner of the Closest to The Pin for Home Depot (HD) and cover all the important biz […]
Where is JCD? Missed the show this week… Quick solo show with headlines and news tidbits from Andrew. Markets are getting a boost as much of the headline news has subsided. Earnings season is underway and there are a few half-truths that are being spread around that we will get straightened out. Covering a chunk […]
Markets are in a bit a of schizoid state. Every news items seems to bring a new round of massive buying or selling. Fastballs are being thrown and investors are trying their best to hit while blindfolded. Plenty of interesting economic and earnings news items on tap for the next couple of weeks. We will […]
Trade war on the way? Seem that is the case – even though it is being downplayed. Markets have been in a free-fall as the news/headlines are just too much to digest. The question remains: Will earnings season save markets? A look at the Spotify direct listing as well as some of the important items […]
A big week down after fears of a trade war escalate. That was quickly followed by a massive rally as talk of some U.S./China talks were underway. Facebook is getting grilled from all sides and the stock is under major pressure. Technical levels are in play as the sell-side continues to harp on the fundamental […]
Is it news to anyone that personal data that is willingly shared on social media is readily available and sold to advertisers? This does not seem to be anything new. Nor is the fact that nefarious uses of personal data is commonplace in order to mold behavior. Even so, once Congress gets involved things can […]
