|Day Low/High||158.29 / 160.63|
|52 Wk Low/High||117.77 / 172.96|
There has been a lack of energy in the market, but things did perk up late Tuesday.
Perhaps the most interesting result of an inflationary but not frightening CPI was visible in U.S. Treasury security markets.
These seven concerns are why I took money out of the market for my charitable trust.
As we fast approach the unofficial kickoff of earning season, I think it is key to note that expectations are running extremely high.
The reaction to earnings from the big banks this week should give us some insight into market sentiment.
I don't think President Biden pays much attention to the stock market at all.
The issue is when the data conflict with the prevailing narrative. We are in such a position now.
Get used to 'hybrid' living -- a mix of stay-at-home and free-world life. So, invest accordingly.
Among other things, I'm not optimistic that tons of federal "infrastructure" spending will be spent on anything remotely related to infrastructure.
The deal for Grab would involve U.S. tech venture capital firm Altimeter Capital Management.
I find his comments about China the most compelling after his salvo about racial equality.
Could equity markets be ready to roll over? To tell you the truth, I thought that the risk to the downside had increased late last week.
Let's go back to 1994 and see what played out as rates went up.
Once you recognize that growth versus value is a false dichotomy than we can figure out what's ailing so much of the market.
The main story unfolded along with the passing hours on Monday, and continues. The ending of this tale perhaps remains far from untold.
Everyone knows the basics. Last week, the trading operation run by Bill Hwang known as Archegos Capital Management blew up.
Plus, Federal Reserve Vice Chairman Richard Clarida talks about inflation, though his description doesn't sound "transitory."
Let's set out the case for stocks -- and which kind -- and whether you might want to pay down other debt first.
While I believe today's bond market selloff might be a little premature, I believe it is directionally correct.
* Many might consider backing off a bit from the game - by reducing your portfolio's 'VAR' * The pivot from growth to value may have hit a short term peak in intensity yesterday * If correct, there may be developing value plays in growth - I like Am...
A lot of activity today. A real lot. If you can't follow (which is understandable!) I am left with the following: Longs: Verizon VZ, Bank of America , Citigroup , JPMorgan , Wells Fargo , , Shorts: Bonds, Homebuilders, Hilton , Hyatt , Twitter , Di...
I continue to focus on stock picking but speculation is cooling to start the week.
Upon hearing of Buffett's latest moves, I pulled up the charts. What I found was a little surprising.
The acceptance by corporate America and the rest of corporate earth certainly makes knocking bitcoin off of its pedestal more difficult.
* Verizon and Chevron purchased, banks and gold sold * None of these portfolio moves surprised me - but some might surprise the markets Warren Buffett pulled down his cash position a bit and got more busy in the latest reporting period. Notably: ...
We always try to tell whoever will listen that regional banks would benefit the most should the long end of the curve ever show some life.
Right off the top, the bubble has burst for the 'short squeeze' names such as GameStop and AMC Entertainment.
After a strong start to the year, bank shares have been retreating over the last two weeks; here's what the declines could signify.
Many have been incorrectly dismissive of the broader investment ramifications of the recent and wanton speculation in gewgaws of all shapes.
* Many have been (incorrectly) dismissive of the broader investment ramifications of the recent and wanton speculation in gewgaws of all shapes * I have been shorting rips and buying dips in a heightened regime of volatility * Color me bearish * I s...