Doug Kass: Seasonality Is Important to Know, but Ridiculous to Trade By
In the absence of hard-hitting analysis and rigor, the media and traders will rely on faux indicators as a crutch.
The Fed Doesn't Like That the Market Seems to Be Fighting Its Hawkishness
The jobs market remains strong which is exactly what the Fed is concerned about.
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.
Waiting for That 'Fat Pitch' to Hit, But We're Not Quite There Yet
I remain wary around equities even as the market trades at much lower levels than it did to begin 2022.
Will 2023 Be Part of a Rare Market Streak?
The market debuts with a bang, ends with a whimper.
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.
We're Still Waiting to Turn on the Green Lights
We are slightly more encouraged for clearer skies for the equity indexes after Tuesday.
As Gold Prices Increase, Newmont Is Starting to Attract Interest
NEM is showing a number of positive clues and we have a new price target.
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.