Stephen Guilfoyle

Microsoft and Amazon: Here's Why This Is No Contest

While there's significant commonality between the two only one stands out.

House Drama, Santa's Late Rally, Fed Minutes, Microsoft's Drop, Amazon Layoffs

Much of the truly horrendous and contractionary macroeconomic data over the past three weeks or so were released after the December Fed meeting.

I Wouldn't Bet Against Salesforce's Marc Benioff, But Is It Time to Bet on Him?

CRM announced a restructuring plan that would include laying off about 10% of the firm's workforce.

Mr. Speaker, Fat Man Markets, 4 Investment Strategies, Trading Sectors

The first day of trade in 2023 had a negative feel to it for equities. How negative the session was is debatable.

Trading Apple Now Is Risky Business

If one is trying to perform with or outperform the S&P 500, it becomes difficult to exit AAPL completely.

Welcome to 2023: What Now? 2022 Scorecard, Jobs Week, Margin Eaters, Tesla

The business relationship between the U.S. and China is changed forever. That removes many of the margin-increasing benefits of globalism from the corporate profit proposition.

What a Year, What a Ride, Now Buckle Up

Pfizer May Not Be a Growth Play But It's a Good Stock for Tough Times

PFE is fundamentally sound and certainly not overvalued.

Turn the Page, Unknowns Galore, Hunkering Down, Santa Cameo, Can Coke Pop?

The ongoing inversion of Treasury yield spreads leads this observer to prepare for a recession that could become evident early next year.

GE Is Not a Lost Cause as Healthcare Spinoff Gets Set to Join S&P 500

GE will ultimately break into three separate, independent, publicly traded companies. Next week Healthcare will be the first to be spun off.