AUTHORS
Stephen Guilfoyle
Recent Articles By The Author
Black Gold
So, the G-7 has a plan. The nations with earth's largest economies, or most of them, will move to ban outright the insuring and financing of shipments of Russian oil as well Russian petroleum-based products unless they are sold under a price that wo...
Geared Up For Strength
Healthcare, as a defensive sector, has been a recent outperformer. CVS Health , a Sarge long, is showing some real gusto of late. Take a look. Readers will see that CVS found support at the market lows in mid-June. This happened to come very close t...
About Kohl's
Kohls is hopping on a Reuters report that private equity firm Oak Street has made an offer to purchase as much as $2B worth of real estate from the firm. I am in the momentum trade.
Employment & The Fed
Still Kinda Hot Coming in, I fully expected the divergence between the red hot BLS Establishment Surveys of the past four months and the ice cold BLS Household Surveys over that same time frame to start working their way toward each other. That's in...
Lululemon is Rockin' and This Trade Has a Spring in Its Step
What's not to like? Corporate execution is excellent. Demand is there. Guidance is hot. The balance sheet is strong.
August Employment
Unemployment 3.5% to 3.7%, Underemployment 6.7% to 7%, Participation 62.1% to 62.4%. NFP: +315K, Household Survey Employed: +442K. Wage growth slows, Average weekly hours reduced. I will return with some analysis on this in a bit.
Happy August Jobs Day !!!
What could possibly go wrong? Today's economic docket... August Employment Situation (08:30 ET) Non-Farm Payrolls: Expecting 291K, Last 528K. Unemployment Rate: Expecting 3.5%, Last 3.5%. Underemployment Rate: Last 6.7%. Participation Rate: Expect...
August Jobs Day, S&P 500 Support Report, Time to Be a Trader, ARKK Outflows
How the markets react to Friday morning's jobs numbers will be interesting.
Greetings From Your Super Sub, Stephen Guilfoyle
Good morning! It's your old buddy, Sarge at the wheel today. Don't worry, I'm licensed (or I was) to drive almost everything. Labor Day weekend is on the horizon, but first...it's August jobs day, so let's get ready to wind it up. Let's make the day...
Veeva Systems Stock Is Getting Pummeled: Here's the Trade
VEEV is well run but it's a highly valued stock in an environment that doesn't highly value stocks.
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