Today's rally is all about how the world's economies could return to sustainable global growth.
Things are about to normalize and they are going to normalize in gaming first and then the data center next.
These firms offer complex hardware and software solutions that empower the modern-day corporation.
The moral of the CTL story? Never reach for outsized yield, as there is a good chance you will get burned.
There's going to be a storm of deals and the market will not be able to handle it without taking the whole table lower.
SHOP is an $18 billion company that has become THE way that anyone who wants to sell anything can own themselves and do so.
I think that we have to revert to fundamental tenets that can get us through this.
This alleged boom has been fueled by tax cuts, not the Fed.
If you are selling based on a coming recession you should reconsider your doomsday thoughts.
What stocks to buy and what to avoid on the continual leaks coming out of the Kudlow-Mnuchin camp and the Lighthizer-Navarro camp.
Next week we'll be at the tail end of earnings season. It's been a blast, at least until this past week when we got some iffy news about trade.
Analysts need to recognize this shift in the banking markets.
We have to own that it was a bad day for the bulls and that it's perfectly realistic to expect a few more until the facts get more positive.
CMG reported fantastic numbers on Wednesday night, with a colossal 6.1% comparable-sales figure coupled with healthy margins.
When you have a bunch of these in one day, you can move whole sectors and, to some degree, the market itself.
This quarter will be known as the quarter where you had to pay the piper to get sales and the piper happens most often to be Alphabet's Google.
Do you own stocks of companies whose products people will pay more for because they think they are prestigious?
Alphabet's investors' call highlighted the challenges that the digital retail and tech giants are facing, right now. They can't seem to please anyone.
They are still so much lower than they were before Jay Powell went wayward.
I think this truly defines what has gone on with tech stocks since the latest reporting period began.
Are the semis right, and the bottom has been reached, or are the industrials right, and there is another leg down to come?
The beaten down semiconductors are building up some serious momentum.
Judge 2019 on its own merits -- and do your research.
If expectations are as low as they get and you trump those expectations, you've got a winner.
Here's why these companies do well in a choppy environment.
Buy weak names, and hold falling names that were up a lot going into earnings, as they won't be down for long.
As a result the market roared.
Dollar strength is affecting the competitive advantage of U.S. companies around the globe, and it is a more insidious problem that most people recognize.
When the stock's inexpensive, hated and devoid of love -- that's when.
I am urging the Fed chair to wait as there will be adjustments and innovations that keep labor costs down.