AUTHORS
Stephen Guilfoyle
Recent Articles By The Author
Here Comes the Sun and the Weekend
Alas, the bell has rung. Incredibly, out my office window, the sun, yes unmistakably... the sun, I remember it from my youth, shines upon the sidewalk at last. The human spirit lifts in response. I don't know what I'll do with this sudden urge to re...
Don't Forget About GE
It's been a rather busy day. I almost forgot that I wanted to make mention of just how well General Electric did at this week's Air Show in Paris. I mean, Boeing landed the surprise order of the week, when that company landed an order for 200 737-MA...
The Fed, Tax Cuts and Repairing the Yield Curve
I lied this morning. The sun never came out. The Situation So, the Fed signals a more dovish posture and sets up a reduction in July for the fed funds rate. Even if futures trading in Chicago are still pricing in a 100% chance of that first rate cut...
Will This Nike Trade Send Me to Burger King or B Dubs?
Nike is expected to report next week as the G20 summit kicks off in Japan, so I guess markets could be in an entirely different trading environment by then. Wall Street is looking for EPS of $0.66 on revenue $10.17 billion for the fiscal fourth quar...
Update on My RH Trade
Just a heads up. For those of you who may be following along with my in and out trading of RH , the old Restoration Hardware, I'll be exiting the name today. For those who care, we shorted this name on the earnings pop of June 13 at $119.95, and bou...
Burn Out
I just wrote a piece for Real Money covering fourth-quarter earnings for Canopy Growth , the name most analysts refer to as the top cannabis play in Canada. As you have likely seen by now, the company's operational loss for the quarter printed ugly...
Canopy Growth's Latest Results Can Be Wrapped Up in One Word: Ugly
The cannabis company's performance as outlined in its year-end report should not inspire investor confidence.
Keep an Eye on the Banks Ahead of Stress Tests
Just out of the chute. Markets are close to flat, supported by strength in the energy sector. Ten of eleven sectors are lower, as yields rise small. Some profit-taking across bond proxies. The banks are breathing easier ahead of the Fed's stress tes...
Inflows From Sea to Shining Sea
Incredible. That's how I took the news. With so much going on, and so many moving parts, I would not blame anyone who missed it, but check this out. We all know that European Central Bank (ECB) President Mario Draghi prepped markets for another trip...
Now In for Doug Kass, Stephen Guilfoyle
Good morning! And it's not just any morning, but Friday morning. And not just any Friday, but "quadruple witching expiration" Friday. And it's not jot just Quadruple Witch Friday, but S&P re-balancing Friday. And it's not just Quadruple Witch and S&...
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