Superdooper Tuesday edition for market bulls. After a couple of weeks of profit-taking, markets were ripe for the buy-the-dipr’s to come in and scoop up what they see as values. Some interesting observations about the divergence of small-cap vs. large-caps and wondering if this is something to keep an eye on or is it a […]
The VIX is moving – closing at the highest levels of 2017 as geopolitical tensions are growing. Between the latest bombings of Syria and the U.S. sending several navy ships to flex our muscle in the Pacific, many are concerned that we are setting up for some near-term ugliness. Will that sentiment blow over as […]
Last week we discussed that volatility and volume could increase as traders are back to the trading desks – summer is over and now we may see trading volume pick up as there is plenty of news that may move markets. And right on cue… Bonds have been under pressure as yields are starting to […]
Earnings will be in the spotlight as the season has officially opened. It is time to find out if the fundamentals match the technical conditions. Chatbots are the all the rage – Microsoft’s failure and Facebook’s foray are on the list of topics we discuss. Crude surges as inventories see the biggest drawdown for 2016 […]
Earnings are not looking so good. Even as 54% of companies are beating lowered estimates, investors are not thrilled. Are we seeing an earnings recession? Investors threw another tantrum when the Fed discussed raising rates and now seem a bit more content that they pulled back on that idea. Even so, how long can this […]
It has been a wild couple of weeks and we are back to answer the question on everyone’s mind: What is happening? Will markets continue to sell off or is this just another buying opportunity. In this episode we dive deep into the more important reasons to explain what is going on… See this week’s […]
Apple (AAPL) blows away earnings and revenue estimates – and iPhone sales are off the charts. We look at this and how IBM (IBM), Caterpillar (CAT) and other stocks are showing a much different picture. The U.S. Dollar rally may be stalling, Crude oil, Quantitative Easing and all the important stories of the week – […]
India is tracking toilet use and oil is skidding toward zero – both ridiculous ideas in their own right. In this episode, we discuss the names that are poised to pop and the positions that we are removing from our “pick list” from 2014. Uber is under siege in South Africa, bond yields are plummeting […]
A case of Ebola in the U.S. spooks markets but is great for a few stocks which have potential vaccines. Airline stocks are hit on the news as well. We discuss the strength of the U.S. dollar and the knock on effects it has for Gold, Silver and other commodities. GoPro (GPRO) is part of […]
So much to discuss. The new iPhone, China’s economic woes, Band Practice, fake beheadings, and the death of the taxi industry via Uber. We also spend some time looking at a few stocks, the recent stimulus that is being offered by the bank of China and how the market magically popped today. Let’s not forget […]
