|Day Low/High||193.10 / 198.89|
|52 Wk Low/High||151.70 / 275.31|
There are hints that U.S. companies may get direct access to Chinese markets.
Can we stop thinking that the bond market is brilliant on a daily basis?
This underperformance is being caused by pockets of weakness in bigger-cap names.
Do the financials finally get the boost that investors in that space have been waiting on?
China dominates mobile payments in emerging markets, but there's room for rivals. Here are the U.S. firms to watch.
Will the average American be comfortable with Goldman Sachs? Will they care?
All three major averages closed Thursday's session in positive territory.
* After the share price's fall from grace, the PG Board may now be reassessing (Peltz's recommendation of) a breakup into three separate operating entities * Taking PG off of my Best Ideas List (short) * Putting PG on my Best Ideas List (long) On Au...
While the move higher for crude prices late Tuesday took the energy sector with it, defense and aerospace names saw benefit as well.
Despite the recent hesitation in the bank sector I have been adding to my already large long exposure. Wells Fargo is my Trade of the Week. I remain short Goldman Sachs , which is on my Best Ideas List (short) - representing my only financial short.
* Berkshire is outgrowing its ability to find attractive and profitable acquisitions and investments. * Berkshire might have had little alternative but to buy Apple * Apple is a winner from the Berkshire purchases last quarter * But the Apple buy is...
On a day the S&P 500 is up big, I favor names that have been soft rather than chasing.
I have covered more than half of my Goldman Sachs short at $229.85 this morning - bringing the position down to small-sized. GS remains on my Best Ideas List (short) - it was put on in January, 2017 at $242. Here is my short thesis. I would reestabl...
The stocks inexplicably fell even after they delivered good earnings.
As important as the iPhone story is, investors are also focusing on Apple's capital return program.
Without that natural base of short coverers, you get no bounce.
Goldman Sachs , adored in the business media of late (who will no doubt fail to follow up on their recommendation about $20 higher a few trading sessions ago), continues to drift lower today (-$4). Here is my short thesis. Goldman Sachs is my only f...
Stocks moved lower Tuesday as the 10-year Treasury yield hit 3%.
I am continuing to fade the bullish consensus on Goldman Sachs -- I have added to my short over the last week. My investment short thesis here. Goldman Sachs is on my Best Ideas List (short) and is my only short in the financial space.
And, globally, mergers and acquisitions are off to their best start ever for a new year.
Is the 10 year Treasury crossing 3% trouble? I think that analysis is dead wrong, stupid, even.
We cannot afford to revisit the lows seen in early April.
Here are the key levels to watch as this surprising stock gains traction.
"I'm afraid there's no denyin' I'm just a dandy-lion A fate I don't deserve I'm sure I could show my prowess Be a lion, not a mouse If I only had the nerve." - The Cowardly Lion (Wizard of Oz) This morning P&G reported very weak organic growth for...
I wanted to correct something in yesterday's Goldman Sachs note , following the release of the company's quarterly results. In that post I wrote that the sole reason for the beat versus consensus was the financial benefit of tax reform. What I actu...
TheStreet's founder and Action Alerts PLUS Portfolio Manager Jim Cramer weighs in on Wednesday's trending topics.
In the speculative FAANG space I have recently added a very small Alphabet (Google) short (added small to my short this morning at $1080) to join my currently medium sized Facebook short. I have aggressively been trading around a core FB short (it's...
Alphabet earnings on Monday night is likely the next report to provide any real excitement.
Market reactions have ranged anywhere from lackluster to outright negative. What gives?