Deere & Company (DE)

"Two hundred thousand dollars is a lot of money. We're gonna have to earn it." --Blondie, "The Good, The Bad and The Ugly" Let's look at the good, the bad and the ugly (my new daily feature) so far in today's trading session: The Good Biotech is dan...

Another strange day, with old relationships -- stocks (especially European bank stocks), bonds, precious metals, currencies and so forth -- breaking down and inconsequential in intraday or full-day action. To be honest, it's as if there is a "higher...

The division, partisanship and animus in Washington, D.C., will likely result in more volatility and two-way action in the months leading up to the election.  I am considering buying VIX calls. Beware of CEOs bearing gifts because they often lie lik...

My fellow Americans and Real Money Pro subscribers: Politics will weigh on the markets during the months leading up to the election.  What, me, worry? Bank of America reports there is more than $13 trillion in negative-yielding sovereign debt now. T...

The 1% drop that we're seeing this morning in Caterpillar could be weighing on Deere , as well as agricultural and possibly fertilizer stocks as well.

The 10-year U.S. note yield hit 1.35% this morning, the lowest level since 1953. Raise your hand if you think this is a bullish signpost for the global economy. (I don't see many hands being raised!) With the U.S. dollar strengthening and corporate ...

My month was made by Double D's comments, and I mean it.  At my core I am a softie, and D's sweet words tugged at my heart. I shared them with my family. Bottom line to me on the markets: This week's events reset global economic and profits growth l...

Perhaps more than ever, the market has no memory from day. Stocks closed up by 35 handles and ended at the day's high. What were the odds of this occurring at yesterday's close? Enough said. I got lucky and got slightly net long and covered a lot of...

This could be the start of something big.

Since we last met, I wrote an analysis of Signet Jewelers (SIG) that asked questions about the firm's credit portfolio -- and the stock subsequently cratered. I've also felt similarly bearish about other consumer-discretionary names like Buffalo Wil...

The stock could hit the $40s if the company executes well.

They're betting on a continuation of fundamental deterioration.

Chart gazing.  The disappointing jobs report could be a precursor to stagflation and a garden-variety recession in late 2016/early 2017.   I sold my SPDR S&P 500 ETF (SPY) puts near the intraday low as time was running out (expiration in two weeks) ...

The Georgia-based manufacturer may be outperforming Deere due to its focus on farming equipment and optimism on Argentina.

Venezuela is the new Greece.  Icahn goes for some Allergan (AGN) -- a name of mine -- but his impact is muted after missteps in the energy space and elsewhere.   Nobody likes short people,  but I grow shorter daily. (Note: We got little hands and li...

JOY sets the tone for some cyclicals this week.

Folks, hiking rates one or eight times is really not that big a deal.

Peak Housing? No follow-through from the homebuilders today. Peak Bank Stocks?  Ali Blah Blah -- aka Alibaba (BABA) -- is a downside highlight today. See my post.  Small short adds and small long adds.  I remain manifestly bearish -- but, as I have ...

The day started with the challenges in the sneaker field.  Bloomberg on Goldman Sachs and Morgan Stanley analysts' Tesla (TSLA) price target hikes -- I believe (and am quoted) that these moves go against the spirit of the law.    I remember CNBC's M...