|Day Low/High||2,765.56 / 2,800.23|
|52 Wk Low/High||1,402.15 / 2,925.07|
* Respect different approaches of delivering trading and investing profits * "Get it while you can" but recognize that speculation has now formed a lengthy convoy * The magnitude of recent speculative activity, based on history, may result in a shor...
* A generation which ignores history has no past and no future Like Wednesday, today was another day of divergences -- in which the averages scooted ahead nicely without the soldiers participating. Specifically, in today's trading session, thoug...
Remember when financials used to "lead" markets. No mas. Banks and selected financials continue to be conspicuous laggards - despite the near universal support of the bank sector by the many "talking heads" into and following the EPS reports. I gues...
As power has changed hands in the White House, we can expect these names -- and themes -- to benefit.
My trading strategy? Figure out who is the favorite and calculate the 'line.' Here's how that works out today.
* Paradise Lost on the puts I knew it!!! Stocks closed out their lows, reversing the nice gains of the morning. Breadth, which exceeded 3-1 hours ago, still ended 2-1. Banks and selected were, once again, the world's fair -- along with value...
Also, my take on Jack Dorsey and Twitter, along with Facebook.
We are going to live again. You will dance in the aisle at some concert whose performer I have never heard of, and you will cheer for your favorite team in person again.
I want to help you get rich, but to get rich carefully. Prudence dictates taking something off the table.
A wide call spread with room to the upside is warranted here, so this would be my approach if the share price is too rich for you.
There is at least a case to be made for breaking up big tech. TWTR isn't in that position.
* Over the last four years Twitter has become President Trump's 'house organ' - a powerful, real-time tool for communicating his views and policy * I shorted Twitter last week after predicting, in my "15 Surprises for 2021", in late December, that t...
We ceded control of our lives to the tech giants long ago. But I won't let it happen in my portfolio in 2021.
* As I predicted 13 months ago, the streets have grown violent in the aftermath of the election * But, markets have no conscience and are increasingly dispassionate * Structural changes - specifically the proliferation of "passive investing" - have ...
I had thought markets were smitten with the idea of gridlock. Now, they seem laser focused on looser fiscal policy as a catalyst.
The fears of what would happen from Democratic wins in Georgia's race failed to pan out, aside from tech taking a few hits. Here's what's happening instead and why.
* I now expect an acceleration in the pivot from growth to value * As reflected by recent voting results, Americans are more in the middle of the road than at the extremes In a market warning in Monday's opening missive I wrote: "The Georgia Senat...
I am talking about themes that can stand the test not of today, or tomorrow, but for all of 2021 and beyond.
From Amazon to Zoom, here are my prognostications and best ideas for the new year.
I am now completely out of , , Goldman Sachs , Morgan Stanley , Disney , Amazon , and Alphabet . The stocks remain on my Best Ideas List (long) because I would be a buyer on weakness, albeit large weakness from current prices!
It doesn't look like a good idea at present based on the Chinese e-commerce giant's technical signals.
The Russell 2000 is currently on an eight-week winning streak. The New York Jets have not done that since 1986 when the team's starting quarterback was Ken O'Brien.
2021 could be a year in which the S&P Index shows little movement in the first half, but market pressures might mount over the last six months.
Despite that market breadth deteriorated throughout the afternoon -- ending the day nearly flat (1,660 advancing/1,500 declining on the NYSE Composite) -- the averages closed near the high of the day. Normally, this is a cautionary signal -- but no...
My feeling is that if one is into speculation, one can trade names like BABA.
* In 2020 (despite broad February-March weakness) equities rose faster, valuations expanded far greater, and interest rates fell sharper than the consensus expected * 2021 could be a year in which the S&P Index shows little movement in the first hal...
I have maintained a core long position in MSFT for quite some time. The plan? Let's take a look.
The companies are both run more efficiently today than they were 12 months ago, and could see their sales rise sharply as local business activity rebounds next year.
RealMoney's Eric Jhonsa reviews which of his 2020 tech predictions did and didn't pan out.